Hedge Fund Expert Witnesses in Massachusetts
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Average Hedge Fund Expert Witnesses Court Fees
$425/hr
Review Fee
$475/hr
Deposition Fee
$500/hr
Court Fee
Hedge Fund Experts in Massachusetts
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Investment Management Expert Witness
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 Schwab, he managed a $3.5B of mutual fund assets. In this role he was responsible for developing and implementing portfolio strategy, including asset allocation among multiple asset classes and selection of underlying funds. He then went on to serve as President and Chief Investment Officer for Adviser Partners, a boutique asset manager that manages equities and asset allocation products for advisers, financial institutions and family offices. He currently oversees the investment process, research activities and portfolio strategy for an investment firm in Boston, MA.
Chief Investment Strategist, An Investment Firm in MA
Master of Business Administration (MBA), University of California, Berkeley
Boston,
Massachusetts
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FAQs for Hedge Fund Expert Witnesses
What is the role of a hedge fund expert witness?
A hedge fund expert witness provides insight and analysis on complex financial matters related to hedge funds, including investment strategies, risk management, regulatory compliance, and valuation.
In what types of cases can a hedge fund expert witness be beneficial?
Hedge fund expert witnesses are often utilized in cases involving securities fraud, insider trading, breach of fiduciary duty, financial misrepresentation, and disputes between investors and fund managers.
Can a hedge fund expert witness help with understanding complex investment strategies?
Yes. A hedge fund expert witness has deep knowledge of various investment strategies and can explain their intricacies, risks, and potential returns in an understandable way.
What subspecialties exist within the realm of hedge fund expert witnesses?
Subspecialties can include specific types of investment strategies like long-short equity or global macro, as well as areas like derivatives trading, quantitative analysis, and forensic accounting.
How can a hedge fund expert witness assist in cases involving allegations of insider trading?
They can analyze trading patterns and data to determine if suspicious activity occurred. They can also explain how such activities violate securities laws and regulations.
How does Expert Institute select its Hedge Fund expert witnesses?
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.