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 Expert  723433

Expert in Hedge Funds, Investments, Options, Securities Valuation, Asset Management


Available for your Consulting and Expert Witness Needs

California (CA)
USA
Education Work History Consulting Services Expert Witness Market Research

Summary of Expertise: Listed with other top experts in: 
Expert has spent 15 years performing competitive analysis in order to evaluate the merits of public company as investments. This included competitive analysis and gathering competitive intelligence from competitors, suppliers, customers and industry experts. He also benchmarked competitors as part of his research and analysis.

Expert also has expertise in complex data analysis and financial modeling. He has designed and developed various financial modeling tools to illustrate complex financial concepts in a visual, intuitive manner. This is especially useful to communicate complex financial concepts to people with non-financial backgrounds.

Technology evaluation is critical for investment analysis, whether it is for an investment in a public company or a project within a corporation. Expert has experience in both evaluation of technology as a corporate investment and as an investor in technology firms for 15 years.

As a short seller, Expert has researched and uncovered many fraudulent companies prior to the fraud becoming publicly disclosed. He specializes in the investigation, detection and quantification of financial reporting fraud and asset misappropriations.

Expert is an Adjunct Professor at Expert's University. As part of his curriculum, he covers business strategy, competitive analysis, financial modeling, business valuation and related topics. In addition, he teaches tactical analysis techniques such as competitive intelligence and competitive benchmarking.

Expert has extensive experience in business development and mergers & acquisitions. He headed the acquisition efforts for the Commercial & Industrial sector at Cooper Industries, a Fortune 100 company. He sourced, analyzed, performed valuation analysis and prepared presentations on acquisitions for board of director approval.

In addition, he was responsible for strategic planning for the Commercial & Industrial sector at Cooper Industries.

For more than 15 years, Expert researched companies as both long (bullish) and short (bearish) investments. This analysis considered both strategic position and business valuation.

Expert's business valuation expertise is based in actual investment experience from managing real portfolios of publicly traded securities, over $800 million in size, and making transaction decisions personally. In addition, he has been responsible for the acquisition of private companies, where his analysis determined whether or not the transaction was made.

His valuation expertise is also solidly based in financial theory; he is an Adjunct Professor at Expert's University. As part of his curriculum, he covers business strategy, business valuation and related topics.

Expert spent six years at Texas Instruments as an engineer and program manager. Cost/benefit analysis and cost accounting were his responsibilities while managing a prototype laboratory there.

He has applied Moore's law and other semiconductor economics concepts to determine product viability, cost reduction targets and product market potential.

While not noted on his résumé, Expert completed ½ of a Master's degree in Engineering Management at Southern Methodist University while employed at Texas Instruments.

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business intelligence

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competitive benchmarking

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financial modeling

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competitive analysis

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competitive intelligence

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arbitrage

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annuities

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asset management

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business

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business development

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business strategy

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business valuation

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corporate strategic planning

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escrow

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hedge fund

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hedging

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insider trading

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mutual fund

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portfolio management

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private equity fund

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securities finance

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strategic planning

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securities fraud

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cost-benefit analysis

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semiconductor economics

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technology evaluation

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funding

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securities valuation


Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities: San Jose, California;  San Francisco, California;  Sacramento, California;  Oakland, California;  Stockton, California;  Fremont, California;  Modesto, California;  Salinas, California;  Santa Rosa, California;  and Hayward, California.

Often requested
with this expert:

Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC...
Financial Analysis, Financial Management, Investments and...
Investment Strategy, Asset Allocation, Hedge Fund...
Hedge Funds, Mutual Funds, Securities Industry, Stock...

Education:
Year   Degree   Subject   Institution   Honors
1987   MBA   Finance   Harvard Business School  
1979   BS   Engineering Physics   Bemidji State University   Summa Cum Laude, Named Outstanding Senior

Work History:
Years   Employer   Department   Title   Responsibilities

2006 to

 

(Undisclosed University)

 

Ageno School of Business

 

Adjunct Professor

 

He developed a new course curriculum and currently teaches Portfolio Management, the most advanced graduate investment course offered.

2004 to

 

(Undisclosed)

 


 

Consultant

 

He is self employed as a consultant and expert witness.

2000 to 2004

 

Expert Capital Management

 


 

Investment analyst and portoflio manager

 

He managed investments in public companies through long and short equity positions and equity options. His long portfolio outperformed short portfolio by 14% annualized.

1994 to 1999

 

Harvard Management Company

 

Select Equity Group

 

Investment analyst and portoflio manager

 

He managed investments in public companies through long and short equity positions.

1991 to 1993

 

Odyssey Partners

 


 

Equity Analyst

 

He researched and recommended long and short equity investment positions for a partnership portfolio in excess of $1 billion.

1989 to 1991

 

Feshbach Brothers

 


 

Equity Analyst

 

He researched and recommended short equity investment positions for a partnership portfolio in excess of $1 billion.

1987 to 1989

 

Cooper Industries

 

Business Development and Strategic Planning

 

Senior Planning Analyst

 

He coordinated acquisition, divestiture and strategic planning activities for Fortune 100 company.

1979 to 1985

 

Texas Instruments

 

Semiconductors

 

Program Manager/Product Engineer

 

He managed a prototype operation for fabrication of microwave integrated circuits.


Consulting Services:
Selected Consulting Examples:
  • Evaluated publicly traded companies as potential investments.
  • Reviewed investment portfolio risk and recommended methods to improve the risk/reward tradeoff.
  • Developed option-based methodology to implement stock investment positions with limited risk.
  • Prepared marketing strategy for investment fund.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
1. A real estate developer was given a large warrant position in a public company in exchange for concession in a lease agreement. Subsequently, the company forced conversion of the warrant in violation of the terms of the warrant agreement. The expert's role was to determine the value of the warrant lost in the forced conversion process.

2. A hedge fund used an options arbitrage strategy with great success until it moved from one prime broker to another. The new prime broker, part of a top 5 investment bank, erratically miscalculated margin requirements and forced closure of large options investment positions. This caused large losses and the dispute was brought to arbitration. His role was to calculate margin requirements according to the margin rules the broker was supposed to use.

Recent Litigation Client Requests:
  • SEC Hedge Fund Fraud expert
  • Expert in inverse ETF's for litigation.
  • FINRA misrepresentation and suitability expert witness for FINRA arbitration.
  • Escrow expert for consulting on escrow dating procedures.
  • Expert witness for consulting on securities trading litigation case.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Market Research:
He has marketed investment products and services to high net worth individuals and institutions.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:
Training/Seminars

As Adjunct Professor at Expert's University, he developed a new course curriculum and currently teaches Portfolio Management, the most advanced graduate investment course offered.

Supplier and Vendor Location and Selection

He has reviewed and selected all vendors required by a buy side (mutual fund or hedge fund) investment operation.

Other Skills and Services

1. He has been a stock investment analyst or portfolio manager for more than 15 years, primarily at institutions with in excess of $1 billion in capital under management.

2. For two years he has managed business valuation and acquisition projects for a Fortune 100 company.


 

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