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 Expert  727239

Expert in International Investments, China Investments, Technology Business Management, Expert Witness


Available for your Consulting and Expert Witness Needs

Berne
Switzerland
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert manages international investments to develop maximum financial gain and to manage risk. The Expert has assembled extensive resources over many years from China, Hong Kong, Singapore, and other countries. Broad research and evaluation by Expert includes international trends, forecasts, economic performance, currency exchange impacts, outsourcing, trade, manufacturing, impacts of governments, diverse cultures, business practices, and work ethics.

Expert uses a wide range of resources to find specific investment opportunities, and provide essential information. For each country, sector, and potential investment, Expert researches, analyzes, evaluates, and performs due diligence. Expert applies a unique combination of experience in international business, investment, technology, projects, and management to seek opportunities in businesses exhibiting sound management, viable markets, reliable resources, attainable business strategy, innovation, and emerging technology.

Expert invests in the best opportunities for gain. Expert has found and carefully reviewed over 8,600 opportunities in twenty-nine countries. Expert has accomplished over 375 successful investments. Based on successes, the clients continue to rely on Expert's investment advice and selections. The investing processes are accomplished efficiently using carefully selected organizations such as, International Fiduciary, Banking, Broker, Dealer, Trader, with appropriate Certifications & Licenses.

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business analysis

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business research

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financial investigation

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international investment

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investment management

Business start-up, manage, improve, and expansion

Expert applies his own experience in creating technical businesses to optimize this complex process. He advises on the entrepreneur process including, a business plan, organizing the company, budgeting, financing, scheduling, recruiting, interviewing, evaluating, hiring key persons, obtaining accounting, managing legal, developing business management information systems, organizing offices, procuring equipment, market plans, effective business development and management, establish procedures, develop contracts, and collections.

Confidential business investigations, evaluations, buy, sell, and solutions

Expert applies a unique combination of experience in international business, investment, technology, projects, and management to develop solutions. He advises business owners, investors, lenders, banks, major corporations, institutions, and government.

He performs confidential investigations, research, and evaluations. He provides impartial research clear of perceived conflicts of interest. His research includes businesses, management, customers, suppliers, technology, competitors, risks, and trends. Expert's evaluations include analyze financial strength, operations, organization, management, technology, controls, cash flow, planning, costs, schedule, systems, safety, quality, plans, and progress. Expert's evaluations are based on broad international experience and understanding of the management of complex technology companies and projects. Expert discovers problems and develops specific recommendations for action. Solutions range developing remedial solutions to replacement of the company management.

For venture capitalists, investors and entrepreneurs, Expert will search for the best business to buy. He finds the best business investment without revealing the investors and buyers. He performs due diligence to evaluate the business to report the strengths, opportunities, constraints, competition, and risks. He joins in the creation of a specific plan to improve and develop the business.

Expert is a qualified arbitrator of complex management and technical disputes.

Business management and ownership transition

Expert advises top management on management transition. Expert creates plans for the transition of the owner leaving the company. He reviews and develops a retirement plan for business owners. He creates plans for a smooth exit strategy, which may include buy/sell agreements with partners and a formal succession plan. He finds a buyer for a business without revealing who wants to sell.

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business management

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business operations

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business process re-engineering

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business startup

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business strategy

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change management

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corporate strategic planning

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cost-benefit analysis

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due-diligence investigation

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employee investigation

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feasibility study

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financial modeling

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organizational transformation

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risk management

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venture capital

Wealth Management

For high net worth, busy persons, Expert provides comprehensive wealth management. Expert reviews the personal preferences, goals. He discusses choices for the client to achieve a desired comfortable balance of investment gain and tolerance for risk. Choices discussed are a wide range of investment possibilities including venture capital, direct investment, shares, funds, and other alternatives. Once an overall direction is established, Expert proceeds with the research, analysis, selections, and investing. Expert provides reports, and ongoing financial management.

For the overall invested funds, individual investments, assets, and portfolio, Expert selects and establishes the international bank accounts, foreign exchange procedures, currency transfers, and brokers as needed within the management. For responsible high net worth individuals, Expert serves as a private financial trustee for their survivors, devisees, and beneficiaries.

Financial Planning

For high net worth individuals, Expert develops a personal wealth plan for a lifelong balance of income, investments, gains, risks, taxes, cash flow, desires, and legacy. Expert develops a financial plan, investment plan, cash flow plan, retirement plan, and the financial aspects of an estate and inheritance plan.

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business continuity planning

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capital planning

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estate planning

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portfolio analysis

Dispute Resolution and Expert Witness Services

Expert provides investigation, data organization, analysis, preparing presentations and expert witness testimony in disputes involving project, program and construction management, and technical business management. Expert can clearly demonstrate in his testimony he experience in actual management of programs, projects, design, and construction.

He provides expert witness testimony in disputes involving owners decision delays, changes, design delays, approval problems, procurement delays, construction delays, change orders, acceleration of work, scheduling, resource allocation and final acceptance problems. The testimony is supported by his experience of planning and scheduling.

He provides expert witness testimony in disputes involving budget mistakes, estimating errors, claims, change orders, interference of construction work, rework, costs of acceleration of work, revenue loss, profit loss, overpayment, productivity loss costs, and equipment standby costs. This capability is founded on actual performance of budgeting for design and construction, construction cost estimating for contractors, construction engineering, field superintendence, cost controlling and reporting, managing cash flow, and allocating resources.

He is a licensed professional engineer who provides project reviews, analysis, evaluations, and expert witness testimony in disputes involving owner decisions, defective design, late drawings, errors, omissions, constructability, design changes, quality control, and impacts on construction projects. He has designed buildings, sewers, water systems, parks, bridges, and dams.

He can and has served as mediator of several complex project disputes.

He can and has served as arbitrator of several complex design, procurement, and construction disputes.

He reviews project disputes and provides solutions for optimization of schedule, costs, productivity, project work force, and equipment. He provides solutions to changes, project delays, cost overruns, unforeseen conditions, subsidence, adjacent work, ongoing facilities operations, rework, remediation, and payment disputes.

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architectural engineering

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civil engineering

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commercial construction

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constructability

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construction claim

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construction defect

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construction dispute

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construction planning

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construction project management

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construction risk management

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construction schedule

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contract dispute

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defective construction

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engineering management

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engineering project management

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project cost engineering

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residential building construction


Show Secondary and Basic Areas of Expertise

Education:
Year   Degree   Subject   Institution   Honors
1965   Bachelor of Science   Engineering, (management focus)   University of California, Berkeley   With Honors
1956   Bachelor of Science   Business Administration   University of Oregon  

Work History:
Years   Employer   Department   Title   Responsibilities

1967 to

 

(Undisclosed)

 


 

Expert Consultant

 

International Investment Management. China, Asia and other international opportunities. Research, analyze, evaluate, and manage Alternative Investments, Venture Capital, Businesses, company shares, Assets, and portfolios to optimize gains and manage risk. Financial Management for high net worth. Wealth management. Financial, Investment, Estate, and Inheritance plans. Private financial trustee. Find business investments, evaluate, buy, develop, improve, sell, and reinvest. Confidential investigations, research, and evaluations, such as businesses, management, customers, and competitors. Objective evaluation of management, controls, cash flow, based on broad international experience. Foreign, overseas, business solutions. Mediate complex disputes. Expert reports, technology business, and project management. Expert witness testimony in High Court, USA courts, and arbitrations.

2008 to 2009

 

Long International, Inc.

 

Europe & Asia

 

Managing Director, Europe & Asia Operations

 

He is responsible for management consulting and furthering the expansion of Long International's services in the European and Asian markets. He provides management consulting, onsite investigation, analysis, presentations, and expert witness testimony regarding complex engineering and construction disputes involving project, program, and construction management issues. He testifies in arbitrations, High Court, and US Courts. He serves as a mediator, and arbitrator of complex design, procurement, and construction disputes.

2002 to 2008

 

Endeavour Capital

 

Technology Venture Capital Investment

 

Member, Investment Committee

 

He evaluates and decides venture capital investments in technology for a $40 million fund. Provide international skills on the investment committee of the EIP Fund, He investigates each potential investment, interview key technologists and managers, evaluate management skills, validity of the technology, competition, benefits of the invention, software or technology, potential for sales growth, financial forecasts, international management, customers, intellectual property, governments, and risks. Endeavour Capital is investing in a $100 million partnership with Hubei, China's Wuhan Huagong Venture Capital Company. This is a part of Endeavour Capital's $300 million Endeavour Growth Fund, which will make investments in cleantech, life sciences, information, and communications.

1962 to 2001

 

Various Technical businesses

 


 

President, Chairman

 

President, developer, and principal owner of two technology companies. While directing the companies, built the companies from one customer, few employees in one office to many customers, triple the number of employees and expanded to several offices in new areas. Provided management consulting for major clients such as Citibank, Security Pacific Bank, Los Angeles Department of Airports, University of California, and California State University. Part owner, officer, and director of four other businesses.


Career Accomplishments:
Associations/Societies

Expert has participated in a number of professional organizations over the years including:

He was active in the Construction Management Association of America as a Member, the Past President of the Northern California Chapter and one of the founders. Other organizations are:

American Arbitration Association, Arbitrator.

American Bar Association, Associates Committee of the Section of Dispute Resolution.

Project Management Institute, Program and Asilomar Committees.

Design Build Institute of America.

Western Council of Construction Consumers.

Building Industry Council Board.

International Facilities Management Association.

Professional Services Management Association.

American Society of Civil Engineers.

Consulting Engineers Council.

Bay Area Bioscience Center.

German American Chamber of Commerce.

Licenses/Certifications

Recommended, tested and granted registration as a licensed professional engineer (PE) in:

Civil Engineer, California.

Professional Engineer, Oregon.

Professional Engineer, Washington

Professional Appointments

American Arbitration Association, Arbitrator

Awards/Recognition

Phi Beta Kappa, National Scholastic Honorary.

Chi Epsilon, National Civil Engineering Honorary.

Tau Beta Pi, National Engineering Honorary.

California Honor Students' Society, Member.


Publications:
Selected Publications and Publishers  
 - Associated General Contractors of America  
 - Amazon Kindle eBook  

Government Experience:
Years   Agency   Role   Description
1997 to 1999   City of Los Angeles Department of Airports and the Los Angeles City Attorney's office   Construction Management Expert Witness   Delay of over double the contract specified time and construction claims of over $13 million. Contractor terminated on this major change to the Tom Bradley International Terminal at Los Angeles International Airport. Dispute included errors in as-built plans, access to the work, changes, inadequate schedule, excessive RFIs, acceleration, delays, disruptions, impacts, lack of timely responses, interference with subcontractors, safety, security interference, over inspection, obstruction, improper acts and omissions, inadequate contract administration, loss of profit, extended field office overhead, extended home office overhead, delay in payment, improper and late notices, breach of contract and wrongful termination. Project includes addition of floor space and utilities for added food concessionaires on the Mezzanine deck overlooking the Departure Level. Work involves reconfiguration of foundations and reinforcement of steel structures on 3 levels below new floor space. The demolition of existing and addition of new utility systems including fire/life/safety, water, sewer, power, HVAC, and multiple open grill exhaust systems. Additional toilets, 2 new escalators, a new elevator, a new Grand Stair case, reconfiguration of international security screen areas, and fountains/landscaping. Work includes extensive refinishing of floors, handrails, lighting, walls and ceilings in a highly stylized art-deco motif. Performed extensive services for the City of Los Angeles Department of Airports and the Los Angeles City Attorney's office. This includes analysis of General Contractor performance and efficiency, the planned schedule, adjustments to the schedule for changes, evaluation of the cause and responsibility for delays, and determination of the time and cost impact of changes. Performed detailed review of schedule, costs, tendering, bidding, design, management, component design, procurement, manufacturing and installation, changes, correspondence, site conditions, defects, progress photographs, jobsite meeting records, interviewed key persons in construction, oversight, engineering and architecture. Analyzed and advised lawyer and owner to optimize resolution.
1982 to 1985   City of Los Angeles, Department of Public Works   Program Management Senior Consultant   Planned, organized mobilized, set up procedures, trained staff, developed the master schedule plan, developed the reporting system, and analyzed claims and change orders for a $200 million major program with multiple contracts requiring intensive scheduling and coordination. The Hyperion Energy Recovery System in Los Angeles, California, is a 3-year project including steam turbines, five buildings, extensive site piping, gas turbines, fluidized bed boilers, and other complex machinery. Twenty-one contractors worked on this massive project.
1972 to 1980   Portland Public Schools   Program Management Construction Consultant   Responsible for the planning and advising for an eight-year, $98 million renovation program for a major school district. Project included 48 schools and other facilities. Duties included research for available contractors, packaging and sequencing of construction packages to obtain maximum local city and regional participation. Optimization of minority contractors' participation. Direct project management of several school renovation projects, including Holiday Center for Handicapped Children, Chapman, Skyline, Couch schools. Scheduling and reporting of overall design and construction program. Problem solving Problem solving design delay problems.
1988 to 1989   California State University System   Construction Project Manager   For California State University for the major, $27 million dollar, Recreation and Events Center at San Jose State University. The facility includes a 5,500-seat arena, a stage, sound system and competition size pool. Responsibilities included staffing the project with construction management and inspection personnel, implementing controls over cost, schedule, and change orders, meeting with designers to correct design problems, negotiating cost control procedures for additional work, cost estimating and preparation of a new project budget, cash flow forecasting for financing the project, resolution of design and contractor relations to speed up the project and reduce the cost, negotiating settlement of contractor claims, and documenting project for settlement of dispute with designers.

Consulting Services:
Selected Consulting Examples:
  • International Investment Manager: Found, researched, and managed investments in China, Russia, New Zealand, Thailand, India, Singapore, Korea, Netherlands, UK, Switzerland, Sweden, Finland, Italy, France, Germany, Brazil, Ecuador, Venezuela, Uruguay, Mexico, Australia, Taiwan, Indonesia, Malaysia, Japan, Denmark, Ireland, Canada, and USA. Investment focus: international and technology, venture capital, direct business investment and international company shares. Over 8,600 opportunities found and carefully reviewed. Over 376 successful investments.
  • Wealth Management: For high net worth individuals, developed a personal lifelong balance of income, investments, gains, risks, taxes, cash flow, desires, and legacy. Created a financial plan, cash flow plan, and estate plan. Reviewed a wide range of investment possibilities including venture capital, direct investment, shares, funds, and other alternatives. Developed an investment plan. Agreed to be trustee as needed.For busy senior managers, reviewed their preferences. Discussed choices to achieve a balance of investment gain and tolerance for risk. Researched and selected investments. Based on successes, the clients continue to rely on our investment advice and selections.
  • Confidential investigation and evaluation: For an undisclosed major foreign investor, investigated a business investment. Performed a confidential investigation, including interviews and extensive research. Analyzed business operations, international considerations, customers, competition, related sectors, suppliers, management, employees, revenues, profits, capital expenditures condition of facilities, maintenance, research and development, intellectual property, cash flow, business plans, and trends. Determined the probable potential profits to be gained and the risks. The information facilitated the foreign investor to make an informed, strategic takeover of the business.
  • Business Analysis for Investors: Performed an investigation, analysis, and valuation for a foreign investor seeking to recover their investment in a national technology company. Determined the most likely financial income, expenses, and finances. The results were quite different from what was reported to the investors. The information facilitated the investor recovering the fair return on investment.
  • Company Investigation: Evaluated the operations of an owner and manager of a company for an outside investor in the company. Evaluation included the review of improvement and maintenance expenditures, comparing the work accomplished with the expenditures made. Using similar past experience, cost comparisons were made. Checked for diversions of materials and labor from the company into other assets owned by the manager of the company.
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:
Prepared expert reports and presented expert witness testimony in High Courts, USA courts, arbitrations, and other international tribunals. Cases involved up to USD 13 million, twenty companies, hundreds of difficult disputed technical and management issues and five years to resolve the conflicts. Some cases included lay juries, requiring clear explanations of technical analysis. Developed analogies and demonstrative exhibits that were easily understood by persons with limited educations. Based on successful expert testimony, large organizations asked for management advice to avoid future disputes. Reviewed the management systems, interviewed managers, prepared specific recommendations that were implemented. Presented training for managers.

International Airport Contractor Termination:

Delay of over double the contract specified time and construction claims of over $13 million. Contractor terminated on this major change to the Tom Bradley International Terminal at Los Angeles International Airport. Dispute included errors in as-built plans, access to the work, changes, inadequate schedule, excessive RFIs, acceleration, delays, disruptions, impacts, lack of timely responses, interference with subcontractors, safety, security interference, over inspection, obstruction, improper acts and omissions, inadequate contract administration, loss of profit, extended field office overhead, extended home office overhead, delay in payment, improper and late notices, breach of contract and wrongful termination.

Project includes addition of floor space and utilities for added food concessionaires on the Mezzanine deck overlooking the Departure Level. Work involves reconfiguration of foundations and reinforcement of steel structures on three levels below new floor space. The demolition of existing and addition of new utility systems including fire/life/safety, water, sewer, power, HVAC, and multiple open grill exhaust systems. Additional toilets, 2 new escalators, a new elevator, a new Grand Stair case, reconfiguration of international security screen areas, and fountains/landscaping. Work includes extensive refinishing of floors, handrails, lighting, walls, and ceilings in a highly stylized art-deco motif. Performed extensive services for the City of Los Angeles Department of Airports and the Los Angeles City Attorney's office. This includes analysis of General Contractor performance and efficiency, the planned schedule, adjustments to the schedule for changes, evaluation of the cause and responsibility for delays, and determination of the time and cost impact of changes. Performed detailed review of schedule, costs, tendering, bidding, design, management, component design, procurement, manufacturing and installation, changes, correspondence, site conditions, defects, progress photographs, job site meeting records, interviewed key persons in construction, oversight, engineering and architecture. Selected, organized, and managed consulting employee support staff of six. Analyzed and advised lawyer and owner to optimize resolution.

Major high-rise Apartment Building

Delay of over eight months and construction claims of over $4 million a $25 million high-rise apartment building. Performed detailed review of schedule, costs, tendering, bidding, design, management, component design, procurement, manufacturing and installation, changes, correspondence, site conditions, defects, progress photographs, job site meeting records, interviewed key persons in construction, oversight, engineering and architecture. Advice included remedial work, costs, management, schedule, approach, risks, mitigation, negotiations and settlement amounts, etc. to resolve.

Dam changed conditions and Construction Management

Devil's Gate Dam, Los Angeles County Department of Public Works. Reviewed and analyzed delays, changed conditions, overall project, and construction management. Provided expert testimony.

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.

International Experience:
Years   Country / Region   Summary
2005 to   China, Asia, BRIC   Expert manages international investments. He finds the best opportunities in China. To attain maximum gain in investments, expert has developed the widest attainable range of information resources and associates in China. In his investing, he continues extensive research, evaluation, and selection to continually broaden and improve international resources.

His resources continue to include the BRICs, Brazil, Russia, India, and China. He observes these are the strongest, fastest growing developing economies in the entire world. Fundamentally, the BRICs are source of the best investment opportunities. Currently the BRICs include over a quarter of the world's land area. More than 40% of the world's population. Since they are developing rapidly, by 2050 the combined economies are forecasted to eclipse the combined economies of the current richest countries of the world.

He keeps informed on the advances in technology in Europe and the Americas. He studies the combination of education, innovations, financing, manufacturing, trade, and services. He keeps current with Wuhan University and the Research Center for Chinese Science Evaluation. Included in their activities are researching and rating the best universities are in the world. One top rated is the University of California, Berkeley where the Expert was granted a Bachelor of Science with honors. Some of the most innovative research development is accomplished near the top universities.

2002 to 2005   New Zealand, China, Asia   Expert has worked with several venture capital partnerships in China, Singapore, and USA. In New Zealand, he evaluated and decided venture capital investments in technology for a $40 million fund. He provided international skills while on the investment committee of the EIP Fund. He investigated each potential investment, interviewed key technologists and managers, evaluated management skills, reviewed the validity of the technology, considered whether the technology is defensible against competition, and considered the benefits of the invention, software or technology, evaluated the potential for sales growth, the competition, and financial forecasts. With his outside perspective, he evaluated international considerations such as effective international management, customers in other countries, intellectual property, foreign governments, cultural biases, and risks.

Endeavour Capital, manager of the EIP Fund, is investing in a $100 million partnership with Hubei, China's Wuhan Huagong Venture Capital Company. This is a part of Endeavour Capital's $300 million Endeavour Growth Fund, which will make investments in cleantech, life sciences, information, and communications.

In New Zealand, Expert applied his management and technical skills in complex disputes as an Expert. He prepared reports and testified in High Court.

2000 to 2002   Russia, Australia   During the changes and developments in Russia, he managed investments in Russia. Additional investments were researched and made in the BRICs, Brazil, Russia, India, and China. Selected investments in technology were selected and placed in, Thailand, Singapore, Korea, Netherlands, United Kingdom, Switzerland, Sweden, Finland, Italy, France, Germany, Ecuador, Venezuela, Uruguay, Mexico, Australia, Taiwan, Indonesia, Malaysia, Japan, Denmark, Ireland, Canada, and USA. For these countries, he researched, studied, traveled, learned the cultures, business practices, trade relations, government impacts on businesses, and assembled international information resources.

He traveled and worked in Australia during this time. Australia is a major source of resources such as minerals, for China and other countries.

1962 to 1999   World   He continued international research and gaining technology and business understanding. He focused on the opportunities of Dot Com boom and trends to expand beyond the USA. He developed technology companies and explored opportunities in other countries for expansion.
1952 to 1962   Japan, China, Korea, and other countries   He studied Asian cultures and lived for most of this time in Asia and the Pacific.

His extensive travels included Japan, China, Korea, and other countries.


Language Skills:
Foreign Language   Description
English   He is completely fluent in international, American and British English. He has written many formal reports, made many presentations, and written publications, including to professional groups, USA Courts, High Courts, and arbitrations.
German   He can easily read technical and general publications written in German. He can understand spoken German. He lives in the German speaking part of Switzerland. He frequently writes in German. He has some German speaking skills.
Spanish   He can read Spanish and understand. He occasionally writes in Spanish. He usually communicates in English.
Chinese   He has extensive understanding of the cultural basis and use of Mandarin. His communications with his Chinese, Singapore, Korea, and Japan resources are in English.

Market Research:
Find, research, and manage investments in China, Russia, New Zealand, Thailand, India, Singapore, Korea, Netherlands, UK, Switzerland, Sweden, Finland, Italy, France, Germany, Brazil, Ecuador, Venezuela, Uruguay, Mexico, Australia, Taiwan, Indonesia, Malaysia, Japan, Denmark, Ireland, Canada, and USA.

Effective business development and management, emerging technology, diverse business cultures, government impacts on business, trends, and forecasts.

Investment focus: international and technology, venture capital, direct business investment and international company shares. Over 8,600 opportunities found and carefully reviewed. Over 375 successful investments.

International Resources and associates:

Expert uses a wide range of sources within each region within each of the major countries. Especially in foreign, developing countries it is vital to have several independent sources of information both within the country and outside. While an organization may claim to have the best international information in the world, this is not practical.

BRIC, Russia, Brazil, India, & China:

Expert has developed resources and expertise in the BRICs, Brazil, Russia, India, and China. These are the strongest, fastest growing developing economies in the entire world. Fundamentally the BRICs are source of the best investment opportunities. Currently the BRICs include over a quarter of the world's land area. More than 40% of the world's population. Since they are developing rapidly, by 2050 the combined economies are forecasted to eclipse the combined economies of the current richest countries of the world.

China:

Within expert's strict focus on opportunities for investment gains, China far exceeds any other nation. Upon this basis, expert has developed the widest attainable range of information resources and associates in China.

Sectors:

Expert has developed and use experts and sources within each sector where there is an opportunity to gain. Those who are within a sector are more likely to best know that sector. Technology related sectors are the best opportunities to gain for his clients.

USA:

Expert maintains expert and information sources to keep ahead of emerging developments. According to the Wuhan University Research Center for Chinese Science Evaluation, the most top rated universities are in the USA. For example, the University of California, Berkeley. As a result, some of the innovative research development is accomplished near these universities.

Europe:

Expert has traveled to all the major developed countries in Europe. His offices are in Europe.

Venture Capital:

Expert has worked together with several venture capital partnerships. Venture capital can only be fully understood by actually performing it. Others he has close involvement and know the partners. On an ongoing basis, he identifies and keeps informed of the strongest venture capital partnerships, their focus, their procedures, and successes.

Direct business investment:

Expert verifies important, significant event, development, management, performance, financial, suppliers, customers, competitors, etc. His knowledge derives from actual, direct experience in creating companies, hiring, managing, changing with developments and trends, expanding them, investigating, solving problems, competing, buying, investing, and selling companies.

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

Dispute Resolution and Prevention

Based on successful performance on claims resolution, Ramada Inns, a major hotel chain, asked for claims resolution services on a multi-million dollar remodel/addition. The addition encompassed over 200,000 square feet, 10 stories, and included over 400 guest rooms, restaurant, lounge, and meeting rooms/ballroom. Analyzed construction schedule, project management, and change orders. Organized and facilitated settlement conference with owner and contractor. Advised Ramada Inns as to most cost effective settlement of the dispute.

Airport Program Management Control Procedures

Planned, organized, and prepared the John Wayne Airport Program management, cost, schedule, and document control procedures. This program included the complete rebuilding of the airport main terminal, baggage handling, concessions, ticketing, waiting areas, jet ways, passenger access, baggage claim, ramps, access roads, rental parking, visitor parking, traffic signaling including airplane taxiways, aprons, fueling, control tower and related aircraft maintenance facilities. Trained other program management teams to effectively use these procedures in managing planning, designing, bidding, and construction.

Seminars and Presentations

“Planning Design and Construction in the USA", presentation at Universities in Berlin, Stuttgart, Freiberg and Dresden, Germany.

“Organizing for Success” presentation to Western Council of Construction Consumers regarding project management.

“Managing Construction in Existing Facilities, How to Improve Effectiveness. Actual Case Studies,” presentation to Western Council of Construction Consumers.

“The Construction Manager's Role for Quality Control/Quality Assurance,” presentation to Western Council of Construction Consumers.

“How Construction Management Relates to Architects,” presentation to the American Institute of Architects, San Francisco Chapter.

“Overview of Building in The United States of America,” presentation to visiting Architects, Professors of Architecture, Contractors and Project Managers from Spain.

“Owners' Needs; Architects'/Construction Managers'/ Contractors' Roles,” member of Panel, American Institute of Architects & Construction Management Association of America joint meeting.

“Why CM?” Member of panel, Construction Management Association of America, California Spring Symposium.

“Multiple Contract Scheduling”, presentation at Project Management Institute National Symposium.

“Managing the owner while managing a major construction project,” seminar for AMR International to Blount International.

“An Executive Overview of Project or Task Force Management,” seminar.

“Project Management,” presentation at Facilities Management Systems and Inventory Techniques, Massachusetts Institute of Technology.

“Construction Planning and Scheduling: Superintendent's Training Program,” Associated General Contractors of America.

“Prevent Claims”, presentation to Holiday Inn's corporate staff.

"The Construction Managers' Role in Construction Claims”, presentation at the Engineering News Record Seminar on Construction Claims, San Francisco, California.

“What Does It Take to be a Mediator”, presented in a panel to American Bar Association, Associates Committee of the Section of Dispute Resolution

Other Skills and Services

International Funds:

Expert develops and maintains procedures to find, research, evaluate and select the funds best suited to each preference. For some persons, local or international funds are their preferred choice.

Foreign exchange of currencies:

Foreign currency exchange is an ever present, basic factor in international business, investing, and routine transactions of the Expert. Direct involvement in foreign exchange allows him to optimize the process, minimize the cost, and be ahead of the trends.

Custody Accounts:

Expert has established and managed investments within several custody accounts. He continues to use the custody accounts on which he knows he can depend to be secure and to perform.

Fiduciaries:

Expert and his associates use fiduciaries when needed. They select fiduciaries to fit the need with qualifications in the jurisdiction applicable to the requirement. They continue to use the applicable fiduciaries on which they can depend to be reliable.

Banking:

In the daily transactions of operating in an international environment, Expert has established banking accounts in the countries in which he primarily does business. He only selects and uses banks that have international online banking which he can use efficiently and securely.

Broker, Dealer, and Trader:

Expert and his associates, in their active management of international investments, regularly uses several brokers, dealers, and traders as required. They base the selection of a broker, dealer, or trader on efficient on-line access, authorization in the jurisdictions of the investment or currency transactions, which efficiently perform, can be fully trusted, in organization with a proven performance of risk control, and who work for financially strong, established regulated organizations. Expert and his associates continue to use broker, dealer, and trader on which they know they can depend to be secure and to perform.

Certifications and Licenses:

In each jurisdiction in which Expert does business, he researches and evaluates the firm which has the required certification or license applicable to the country and approved by the administrating agency. Expert and his associates minimize risk by a careful review of a specific firm or person's qualifications and proven performance. He observes that international risk is less with relatively large, established organizations with proven performance in the countries of the investments they are managing.

Management and Technical Experts

For advanced technology investing, and expert witness consulting, highly technical, specific knowledge is required. Expert has developed associates and resources with a wide range of special skills. Where applicable, the specialists are registered and licensed in relevant disciplines.


 

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