Investment Firm Expert Witness

Mr. Matthew B. Bishop Sr has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered Life Underwriter by The American College of Financial Services. He is also a ...

Dr. Philip N. Kurlander has 30 years of experience in the field of Anesthesiology and 10 years of experience in Real Estate. He earned his BS from the State University of New York at Albany and his MD from Albany Medical College. He completed an internship in Internal Medicine at Mount Sinai Morningside and a residency in Anesthesiology at NewYork-Presbyterian/Columbia University Irving Medical Center. Today, this expert is board certified in Anesthesiology. Formerly, ...

This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles Schwab, he managed a $3.5B of mutual fund assets. In this role he was ...

This highly qualified expert is the owner of an independent commercial and investment real estate practice. His firm specializes in land acquisition for development and investment; retail, office and industrial site selection; tenant representation; and investment acquisition and counseling. This expert has extensive real estate ethics experience. From 2001 to 2007, he served as the President of the Nevada Real Estate Commission. Appointed by Nevada’s Governor, the ...

This expert is an investment professional with over 25 years of experience in the securities industry, including investment management responsibility, broker-dealer management, due diligence oversight for sophisticated products, financial analysis, and high net worth sales expertise. A graduate of Dartmouth College and the Kellogg Graduate School of Management at Northwestern University, he has worked in the financial services and investment advisory business for over ...

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and private, Leasing and Real Estate Financing, and many other areas. He graduated ...

This expert has almost 15 years of experience in the financial services industry with a focus on direct investment and operational due diligence of alternative investments. She received her B.S. in Finance and Accounting. Her focus involves an in-depth inspection of hedge funds and their operations including hedge fund administrators. At PNC Asset Management, she served on the national due diligence unit and was responsible for the selection and monitoring of hedge, fund ...

This expert is a highly qualified and multi-faceted business professional and educated. He is a top-ranked, tenured professor at one of the nation's top universities, and a successful real estate developer/investor. Widely quoted, he has appeared on BBC World News, Bloomberg, CNN, FOX News, NBC's The Today Show, NPR, and all major dailies including the Wall Street Journal, New York Times, and Financial Times. A highly sought-after speaker, he regularly presents to ...

This highly qualified expert has extensive experience in finance having worked with asset managers, investment banks, and hedge funds. He holds a BS and MA in economics from Clemson University and a PhD in finance from the University of Tennessee. He is an active member of numerous professional societies including the Financial Management Association and the American Finance Association. In addition, he is a frequently invited lecturer in the finance space and is the ...

This real estate appraiser and advisor is the principal of a real estate valuation and consulting firm in the Jacksonville, Florida area. He has over 40 years experience in the commercial real estate field including appraisal, consulting, litigation support, expert witness testimony, development and construction management disciplines....

This expert specializes in structured finance, derivatives, securities and finance matters. His experience includes cash, synthetic and hybrid collateralized debt obligations (CDOs), asset-backed securities (ABS) of various types, structured investment vehicles (SIVs), collateralized loan obligations (CLOs), mortgage-backed securities (MBS), credit default swaps (CDS), interest rate swaps, credit-linked notes (CLNs), repurchase ("repo") agreements and securities fraud. ...