Underwriting Expert Witnesses in New York

This expert has extensive experience applying economic and financial models to matters regarding property and casualty insurance. He has applied his models to personal and commercial lines of coverage, including those involving catastrophe exposures. He earned his M.A. and his Ph.D. in Economics from Rutgers University. The expert is a Member of the American Risk & Insurance Association and also sits on the Editorial Boards of the Journal of Insurance Regulation and Benefits Quarterly. He has been working for a large economics consulting firm since 1989.

This expert specializes in structured finance, derivatives, securities and finance matters. His experience includes cash, synthetic and hybrid collateralized debt obligations (CDOs), asset-backed securities (ABS) of various types, structured investment vehicles (SIVs), collateralized loan obligations (CLOs), mortgage-backed securities (MBS), credit default swaps (CDS), interest rate swaps, credit-linked notes (CLNs), repurchase ("repo") agreements and securities fraud. As a transactional attorney he has been an Associate, Special Counsel or Partner at several of the leading transactional law firms in the United States, including Shearman & Sterling; Mayer, Brown & Platt; and Cadwalader, Wickersham & Taft. As an expert witness and/or consultant, he has worked with many of the leading litigation firms, and leading litigation departments of full-service firms, in the country, including Berger Montague; Chapman and Cutler; Kirby McInerney; Labaton Sucharow; Patterson Belknap; Robbins Geller; Scott + Scott; and Williams & Connolly.

This expert is a certified legal nurse consultant and a registered nurse. She has has many positions as a nurse and now works as a life planner and nurse consultant at three different practices. She is certified as a life care planner and in life accident and health insurance.

This highly qualified insurance regulatory matters expert has over 45 years of professional experience. He completed his BA in accounting at Loyola College and his MBA at St. Johns University. He holds professional certifications as an insurance examiner and a market conduct manager. This expert is a distinguished member of various professional organizations, including the Insurance Regulatory Examiners Society and the Association of Insurance Compliance Professionals. Formerly, this expert has served as the deputy bureau chief of the New York State Department of Financial Services. In this role, this expert reviewed the division's operational needs, conducted review of insurer proposals, and represented the department in meetings with various industry organizations.

This highly qualified expert has nearly 40 years of experience in insurance. He earned his BBA in accounting from Hofstra University before beginning his career in insurance with the New York State Insurance Department and the New York State Department of Financial Services. During his 35 years working for the New York State Insurance Department, he held several prominent positions, including director of policy initiatives and assistant chief examiner of the property bureau. He has years of demonstrated experience dealing with health, life, and property insurance regulations. Currently, this expert serves as the principal for an insurance and regulatory consulting firm in New York.

This highly-qualified expert has extensive experience in financial services, specializing in structured credit products, collateral and fund administration, complex derivatives, trustee and custodian roles and responsibilities, and securitization including CLO's, CDO's, and RMBSs. He received his BS in naval sciences at the Military Naval School in Lisbon before earning his bachelor's degree in management and business administration at the Universidade Lusíada. He subsequently completed a financial risk management certificate at New York University and earned his MS in finance and investments at City University London. This expert has formerly served as a junior consultant for PVA International, CDO risk analyst and CDO head of risk and compliance for Wilmington Trust Conduit Services, as well as the vice president of Wilmington Trust Conduit Services. Currently, this expert is an independent consultant for three financial consultancies.

This highly qualified economist received his B.A. from Harvard University, M.A. from the University of Oxford, and his Ph.D in Economics from George Washington University. He brings extensive experience in financial regulation through his 5 years experience working as an economist at the federal-level at the Federal Reserve Board, Small Business Administration, and Federal Deposit Insurance Corporation. He also served as Chief Economist and Senior Policy Adviser in the Office of the New York City Comptroller for 13 years. He has taught MBA level courses on Corporate Social Responsibility, Finance and Economics at NYU's Stern School of Business, Baruch College, and Pace University. This expert is a member of several professional organization including the New York Association for Business Economics, Economists for Peace and Security. His testimony has been heard by such agencies as the NYS Public Service Commission three times, the NYS Assembly Housing Committee, the NYC Council, NYC Taxi & Limousine Commission, .and the U.S. House Banking Committee.

This expert has been practicing law for over 35 years. A nationally recognized insurance coverage counselor, he is well known for his bi-weekly newsletter summarizing important insurance coverage decisions in New York State courts. Listed in Best Lawyers in America the past 6 years in a row, he has also been named as Lawyer of the Year for Insurance Law by the same publication. This expert has been teaching Insurance Law as an Adjunct Professor at a major university's law school for nearly 30 years, and he is a Senior Member specializing in insurance coverage at a large law firm.