Drawing on more than 25 years of experience in banking, finance, and investment management, this expert witness specializes in institutional fixed income, global asset management, global credit, distressed debt, commercial bankruptcy, and complex debt investments. Prior expert witness work includes consultations and deposition testimony, together with documented experience preparing expert reports, declarations, rebuttal reports, and providing arbitration and trial testimony. His subject-matter expertise includes corporate bond pricing and valuation, illiquid securities, private debt, credit derivatives, collateralized loan obligations, closed-end bond funds, emerging-market debt, hedge funds, and investment-company regulatory considerations.

Leadership experience includes service as Chief Executive Officer, Chief Investment Officer, Global Head of Credit, Head of Capital Markets, senior portfolio manager, and portfolio manager. In these roles, he has directed investment strategy, supervised portfolio managers and credit analysts, managed hedge funds and sub-advised mutual funds, overseen bond, loan, and credit default swap trading, evaluated private placements and structured products, and invested across multiple levels of the capital structure. His career also includes participation in numerous corporate debt restructurings and bankruptcies involving both U.S. and emerging-market issuers.

Litigation-related analysis has addressed investment adviser practices, distressed and private credit strategies, valuation of investment interests, illiquid bond pricing, securities-market practices, unregistered fund formation, investor expectations, broker licensing, and CLO-related valuation. He has also evaluated whether adviser conduct and pricing practices were consistent with professional responsibilities and prevailing market standards, including the use of third-party pricing vendors and the treatment of distressed securities.

Professional credentials include the Chartered Financial Analyst designation, and professional involvement includes board service with the Securities Experts Roundtable. Educational attainment comprises a Bachelor of Science in corporate finance and investment management and a Master of Business Administration in finance. This combination of portfolio management, credit trading, investment-strategy leadership, distressed-debt experience, and expert testimony supports analysis of fixed-income investments, valuation practices, adviser conduct, private credit, and complex securities disputes.