Investment Firm Expert Witnesses

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Investment firm expert witnesses practice in a variety of fields, including financial services, securities and investments, asset management, hedge funds, and private equity. Some of the most common specialties for these expert witnesses also include portfolio management, investment strategy, risk management, fiduciary duties, and financial regulation. They can opine on the effects of market volatility, investment strategies, regulatory compliance issues, fiduciary breaches, and financial fraud.

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Real Estate Expert WitnessView profile

E-008612

Real Estate Expert Witness

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Nevada

This highly qualified expert is the owner of an independent commercial and investment real estate practice. His firm specializes in land acquisition for development and investment; retail, office and industrial site selection; tenant representation; and investment acquisition and counseling. This expert has extensive real estate ethics experience. From 2001 to 2007, he served as the President of...

Investment Management Expert WitnessView profile

E-136268

Investment Management Expert Witness

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Massachusetts

This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles...

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Investment Firm Expert Witness FAQs

An investment firm expert witness provides insight and analysis on complex financial matters in legal cases. They can testify on securities, asset management, and other investment-related issues.

These experts are often needed in cases involving securities fraud, insider trading, breach of fiduciary duty, portfolio mismanagement, or disputes between investors and firms.

Yes, many investment firm expert witnesses have experience with hedge funds and can provide valuable insights into their operations, strategies, and associated risks.

They can analyze financial records, evaluate investment strategies used, assess risk management practices, and determine if there was any deviation from industry standards.

Yes, some may specialize in areas like private equity, venture capital, mutual funds, real estate investments, or retirement planning.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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