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Investment Experts

The following experts are available as investment consultants and investment expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Investment - The investing of money or capital in order to gain profitable returns, as interest, income, or appreciation in value.

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1 to 25
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Investment Experts
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Expert in Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust ... See full profile

United Kingdom

Expert in Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management
Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built ... See full profile

New York (NY), USA

Expert in Investment, Portfolio Management, Structured Products, Securities and Stocks
Expert managed investments on behalf ot pension funds, charities, insurance companies and high net worth individuals for thirty-five years. He was first invited to provide expert evidence, since when he has acted as an expert witness in more than four ... See full profile

United Kingdom

Expert in United Kingdom Financial Services Regulation and Compliance
Expert has worked in the financial services sector (investment, pensions, life assurance, mortgages, mutual funds, securities etc.) for more than 40 years. He has been a director (or equivalent) of every organisation he has worked for since the age ... See full profile

United Kingdom

Expert in Pharmaceutical/Biotech Clinical Trials, Regulatory, R&D, Mergers & Acquisitions, Trends, Outsourcing
Expert is Director of Regulatory Affairs and Clinical Trials managing $3.6 billion at at a pharmaceutical company in New York, NY. His expertise is in managing and deploying outsource/insource teams worldwide for multiple clinical trials and ... See full profile

Michigan (MI), USA

Expert in Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.
Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been ... See full profile

California (CA), USA

Expert in Investment Research, Portfolio Management, CFA, Equity Securities, and Corporate and International Finance
Tenured Expert's Consulting Firm professor; Ph.D. in finance; CFA, CIPM, and CAIA designations; FINRA Arbitrator; Over 40 publications focused on applications in finance; Author of three curriculum reading for the CFA Institute;  ... See full profile

Virginia (VA), USA

Expert in Finance, Licensing, Life Sciences Investing, Business Development, General Management,
From its inception in 2003, Expert led a team of healthcare professionals to raise $325 million and manage a royalty-based private equity fund to acquire royalties from research institutes, inventors, and companies until his departure in 2009. See full profile

Texas (TX), USA

Expert in Entrepreneurship, Startup Financing, Business Plan Development, Due Diligence, Cleantech, Energy Technologies, and Nanotechnology
Expert has started two early-stage cleantech companies over the past 10 years in the water treatment and building materials sectors, raising multiple rounds of venture financing and securing numerous government grants for both. He drove IP development, ... See full profile

California (CA), USA

Expert in Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management
Expert has earned an MBA degree in Finance as well as a Doctor of Business Administration in Finance. In addition, he has over 20 years experience in internal/external auditing for the IRS and U. S. Dept. of Energy. Expert has taught finance at ... See full profile

Colorado (CO), USA

Expert in International Investments, China Investments, Technology Business Management, Expert Witness
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 ... See full profile

Berne, Switzerland

Expert in Investment Strategy, Asset Allocation, Hedge Fund Strategies, Due Diligence and Investment Fraud
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. See full profile

Virginia (VA), USA

Expert in Banking Industry Standards; Business, IP & Patent Valuation; Economic Damages; Real Estate
He has forty years' experience in corporate finance and management consulting to businesses of all sizes and types. As a successful manager, he has had many opportunities to re-engineer business units under his management. He has extensive experience in ... See full profile

Georgia (GA), USA

Expert in Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC Violations
Expert's expertise covers virtually all areas related to compliance, investment in stocks, private placements, options, fixed income, mutual funds, insurance products, futures, etc. Expert has been both a manager and an investment consultant with over ... See full profile

California (CA), USA

Expert in Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, Venture Capital
Experienced Expert Witness with specialized knowledge in hedge funds, private equity, alternative investment products, and financial services. Clients include asset managers, traders, alternative investors, family offices, financial institutions and ... See full profile

Connecticut (CT), USA

Expert in Merger and Acquisition, Post Merger Integration, Change Management, Organization Effectiveness
Expert has seven years of strong experience in management consulting. His experience includes working on Merger and Acquisition, post merger integration (PMI), organization effectiveness and change management projects. He has extensive experience in doing ... See full profile

India

Expert in Investment Management, Hedge fund, Operations, Back-office, Middle-office, Technology
Expert is a Business Transformation Executive with distinctive experience turning around Operations and Technology organizations at top-tier global investment managers - both as an external adviser and a company executive. He has a diverse breadth ... See full profile

New York (NY), USA

Expert in Banking, FDIC, Garnishments, Levies, Fraud, Internal Controls
Expert, has over 30 years of experience in banking and bank regulation, including bank operations, both retail and back room. He also has extensive mortgage experience including time spent at Fannie Mae as a consultant. He has spent over 20 years as ... See full profile

Georgia (GA), USA

Expert in Commercial Banking and Investment Finance
He is an expert in Commercial Banking and Investment Finance. Expert has developed years of experience in Executive Management in leading banks and private equity firms, as well as numerous mergers and acquisitions. He over 30 years' experience in a ... See full profile

California (CA), USA

Expert in Business Law and Securities Transactions
Expert practices securities and corporate law. She represents both private and public companies, as well as investment bankers and broker/dealers. Her experience includes entity selection and formation matters for businesses just getting started, contract ... See full profile

California (CA), USA

Expert in Investment Management, Hedge Funds, Alternative Investments, Operations, Accounting Technology
Expert has significant expertise in the area of alternative investments and particularly in hedge funds. For nearly 20 years he audited and consulted to hedge funds. He was also a Partner and a National Hedge Fund Director for Deloitte having the ... See full profile

New Jersey (NJ), USA

Expert in Financial Services, Banking, and Energy
Expert currently performs a portfolio of roles in the international financial services and energy sector. Since January 2016 he has been Investment Committee member for the European Strategic Fund for Investment (ESFI), which is the ... See full profile

Edinburgh, United Kingdom

Expert in Financial and Regulatory Trends for the Renewable Energy Sector, in particular Solar PV
Expert has been in Investment Banking since 1986. He has worked since then for leading international banks, in which he has been Head of Credit, Head of Structured Finance and Head of Project Finance. Expert has worked continuously in Project Finance since ... See full profile

Italy

Expert in Market Entry and New Market Development
Expert has been providing advisory services for new business development in Romania and other Emerging Markets in Europe to numerous foreign companies and organisations since 2000. Services include: - market opportunity assessment - sector analysis - ... See full profile

Romania

Expert in Hedge Fund Operational Due Diligence, Private Equity, Fund of Hedge Funds, Audit, Fraud Analysis
Expert is the author of the first book on the subject of hedge fund operational due diligence. He has provided training to financial regulators and consulted with the U.S. House Judiciary Committee on hedge fund regulatoin. He is also an adjunt professor ... See full profile

New Jersey (NJ), USA

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