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investment management


financial planning


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Investment Management Experts

The following experts are available as investment management consultants and investment management expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Investment Management - The professional management of various financial and physical assets to meet specified investment goals for the benefit of the investors.

Synonyms:  fund management

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Investment Management 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 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 Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, Venture Capital
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 wealth management firms. See full profile

Connecticut (CT), USA

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 Financial Analysis, Financial Management, Investments and Modeling; Agribusiness
His experience in finance includes work as a CFO, Director of Financial Planning and Analysis, debt financing, equity financing, financial modeling, and strategic financial planning. Finance is the keystone to successful corporate strategic planning just ... See full profile

California (CA), USA

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 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 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 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 Financial Advice and Planning for Business and Personal High Net Worth Individuals
Expert is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over 30 years, 25 years as an independent financial adviser. He was one of the first Financial advisers to become chartered and is ... See full profile

United Kingdom

Expert in Hedge Funds, CTAs, Fund of Funds, Alpha Transport, Fund-linked Products, Portfolio Construction
Summary: Pioneer/early developer of tactical asset allocation overlay programmes, managed accounts platforms, multi-manager portfolio management, hedge fund-linked structured products, fund and securities structures/wrappers and institutional processes ... See full profile

United Kingdom

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 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 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, Corporate & International Finance
Expert, Ph.D., CFA, is an associate professor in finance at the Expert's Consulting Firm and has 15 years teaching experience. He has conducted seminars for investment professionals throughout the U.S. and Canada for Charles Schwab, Kaplan ... See full profile

Virginia (VA), USA

Expert in Product Development Process, Benchmarking Product Development, Portfolio Management
Founder and owner of a consultancy, Expert is the leading European expert in implementing new product development processes and benchmarking performance and innovation practices in companies. See full profile


Expert in Banking Operations, Finance, Accounting , Policy and Procedure, Corporate Governance
Expert has over 40 years experience in banking, including all aspects of the operation, administration and corporate governance of banks.She began her banking career in 1969 in branch operations, mastered all positions within bank operations from 1969 ... See full profile

California (CA), USA

Expert in Lending (Commercial and Residential), Banking, Finance, Economics, and Securities
Expert has been a Banking Executive for over 20 years, with a clientele list that includes some of the largest financial institutions in the world. Over the last two decades, he has worked in a variety of roles with a number of banks, including ... See full profile

Illinois (IL), USA

Expert in Credit Card, Debit Card, Prepaid Card, Wireless Payment, Mobile Banking Payment Platforms, ACH
Expert's Summary Top IBM Field Marketing Executive Br. Mgr. ERP office - Chicago. IBM Banking Office San Francisco- # 1 Branch Manager US; 250 FTE/75 Marketing Founder Exec. Officer team - First Data Corporation; EVP/CMO - Worldwide Marketing/Sales; ... See full profile

California (CA), USA

Expert in Financial Accounting, Cost Accounting, Management Accounting, Financial Management
He has a rich experience in the areas of Journal Entries, Book keeping, Drafting Financial Statements, Balance Sheet, Profit & Loss Account, Cash Flow Statement, Understanding of adjustment entries, Depreciation, Basic Accounting Concepts, Single entry ... See full profile

Punjab, Pakistan

Expert in Automated Property Valuation, Statistical Inference, Artificial Intelligence, Theoretical Physics
His Ph.D. is in Theoretical Physics, which can be considered a form of applied mathematics. He has applied advanced mathematics extensively throughout his career. He conducted applied research in applied Artificial Intelligence at Carnegie-Mellon from ... See full profile

California (CA), USA

Expert in International Business Management, Fine & Specialty Chemicals, Organometallics
He is a senior executive with more than thirty years of international experience in the chemical and related industries. For eighteen years he held various management positions in fine and specialty chemicals and plastics for the Elf Aquitaine Group, ... See full profile

North Carolina (NC), 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 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


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