Financial Litigation and Investment Management Consulting.
I have served as a financial expert witness on behalf of defendants and plaintiffs in both onshore and offshore jurisdictions. I have been retained by institutional investors, high net worth investors and large global diversified financial institutions.
I am an Approved FINRA Dispute Resolution Arbitrator.
Specialties include:
- Securities and Investments
- Investment Manager Due Diligence
- Hedge Funds
- Performance Attribution
- Trading Analysis
- Prudent Investor Rule
- Fiduciary Duty
- Investment Suitability
- Portfolio Management
- Investment Allocation
- Risk Management
- Damage Calculations
- Hedging Strategies
- Investment Manager Fee Analysis
- Industry Standards and Best Practices