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 Expert  726254

Expert in Investment Strategy, Asset Allocation, Hedge Fund Strategies, Due Diligence and Investment Fraud

Available for your Consulting and Expert Witness Needs

Virginia (VA)
Education Work HistoryPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise: Listed with other top experts in: 
Invited speaker to over 100 conferences on derivative securities. Actively traded derivatives as CEO of Hedge fund for over 10 years

Ph.D in Finance. Over 25 years experience in a wide variety of topics in Finance. Taught graduate classes in Finance. Ran a hedge fund for 10 years. Understood market manipulation and fraud

Developed over 150 financial models for trading equities, derivatives, commodities, FX etc. Founded and ran a hedge fund for almost 10 years. Practiced delta hedging as part of hedge fund management. Investment manager for over 13 years


derivative (finance)


option (finance)






portfolio management


securities finance


financial malpractice


financial modeling


hedge fund


futures hedging


futures (finance)






investment management

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Richmond, Virginia;  Alexandria, Virginia;  Roanoke, Virginia;  Lynchburg, Virginia;  Gaithersburg, Maryland;  and Bowie, Maryland.

Often requested
with this expert:

Hedge Funds, Mutual Funds, Securities Industry, Stock...
Hedge Funds, Investments, Options, Securities Valuation,...
Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC...
Investment Management, Hedge Funds, Alternative...

Year   Degree   Subject   Institution  
1992   Ph.D   Finance   Univ. of Colorado, Boulder  
1981   MBA   Finance   Univ. of New Orleans  
1979   MA (Honors)   Economics   Panjab University, India  
1977   BA (Honors)   Mathematical Economics   Panjab University, India  

Work History:
Years   Employer   Department   Title   Responsibilities

2006 to







Chief Investment Officer

2000 to 2006







Chief Investment Officer

1997 to 2000


Salomon Smith Barney


Consulting Group




Chairman, Asset Allocation Committee Head, Global Investment Strategy Group

1995 to 1996




Educational Products




Editor, CFA Digest

1994 to 1995


Southern Methodist University




Asst, Professor


Taught graduate and undergraduate classes in Investment Theory

Publications and Patents Summary

Edited 5 books on a variety of topics in Invetment Management and Practice, has several publications in academic journals, and a Patent pending on developing a quadratic optimizer used in asset allocation

Consulting Services:
Recent Client Requests:
  • Financial investment expert for start up companies.
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:
Recent Litigation Client Requests:
  • ERISA securities & investment expert for litigation.
  • Expert in hedge funds for litigation involving funds to funds and use of Leverage.
  • Expert in inverse ETF's for litigation.
  • Hedge fund expert for consulting on variable annuities class action.
  • FINRA misrepresentation and suitability expert witness for FINRA arbitration.
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:
Pioneer in developing ETF's Much respected for work in Derivatives Traded over $1 billion in arbitrage related derivative contracts

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:

Participated in and developed over 200 industry seminars on a wide range of topics in Investment Theory, Strategy, Derivatives, Hedge Funds, Risk Management, Asset Allocation etc.


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