My mission is to detect and eliminate intellectual fraud in finance expert opinion.

In-house lawyers and litigation teams have long been frustrated by bad finance expert opinions. Insurers often bear the costs.

What is needed is deep experience and focused thinking on preventing this injustice in our cases.

This is now my focus: to bring my experience as a litigator and as a financial economist to assist your trial team as a lawyer, and not as your expert witness. My unique combination of trial team experience as a litigator and as a consulting expert will add to the strength and depth of your existing trial team.

This combination cannot be replicated elsewhere:

  • I have a JD, MBA, and PhD in finance, in each case from the University of Chicago, with deep academic experience in both peer-reviewed journals and numerous law reviews.

  • Federal courts have cited my work, and I have been a successful expert witness myself—in ten depositions and at six trials or evidentiary hearings in just five years.

  • I worked for 18 years at Bartlit Beck, and 14 of those as a litigation partner, representing hedge funds and other investors, and developing economic expert evidence for our clients.

  • I have taken and defended scores of economic expert depositions in accounting, economics, finance, and statistics. I know where the problems are buried.

  • I’ve worked alongside and against the biggest consulting firms in the world, and I know exactly what matters to courts and what fails under pressure.

This experience can make the difference in your case.

  • Are you facing an finance expert delivering junk science discounted cash flow models? In damages models, valuation, and solvency determinations, these models are consistently abused. I know how to deal with them. Read more here.

  • Are you facing solvency tests or claims of financial distress? I have published more on solvency tests than any expert or lawyer or the world, and courts have cited my work on solvency tests and deepening insolvency. Read more here.

  • Are you facing a convoluted causation and damages analysis, but not sure how to deal with it? I spent the better part of two decades coping with damages issues as a JD, PhD at Bartlit Beck, and have taken and defended numerous depositions on damages.

  • Are you facing an event study or other claims about financial market evidence? Numerous courts have cited my co-authored work on the abuse of event studies and statistical significance in securities litigation. Read more here.

  • Are you facing a finance expert or law professor straddling the line between economics and legal conclusions? I have seen experts get away with little more than say-so about issues that ought to have been excluded and might have been with the proper analysis. I know how this line can be walked and where it can be tripped up.

High Value Proposition:

This is not just about money for me. I want to be a part of the cases that can use my help.

Therefore, I charge only $620 an hour.

That makes me far less expensive than a Big Law senior associate or a support analyst at a large economic consulting firm.

But with a much higher payoff.

I’m here to help, and I know how to stay in my lane.

Keeping my rate at this level allows me to help with the following as well:

  • Developing and limiting economic damages models, valuation, and solvency determinations, as a lawyer and financial economist and not as a consulting expert masquerading as a lawyer without the training.

  • Recommending expert witness selection, vetting, monitoring expenses, preparation through work development, and offensive and defensive engagements based on deep academic ties and a record unmatched in focus on the intersections of litigation and finance.

  • Offering tactical insights through early- and later-stage review of pleadings and litigation trajectories that give economic evidence the focused attention it needs to prevail at trial or in settlement.

Additional Information

I am admitted in Illinois and New York. I am one of five board members for the Terraform Labs Pte. Ltd. Wind Down Trust. My education and a list of my publications and teaching experience is available here.