Applied Investments Expert

Case Description:

An applied investments expert was needed for a breach of trust action alleging mismanagement of trust fund investments comprised of fixed income investments. The case involved claims that significant trust fund investments involving millions of dollars were mismanaged and improperly diversified over a period spanning almost two decades, resulting in multi-million dollar losses and diminished long-term investment returns.

IMS ExpertServices was asked to locate an applied investments expert who is a professor of finance and business courses and has a thorough knowledge of fixed income investment instruments and trust fund investment matters. This expert was requested to opine on fixed income securities, trust fund investment, trust fund management, and whether fiduciary duties were breached.

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Experts Presented:

  • Fixed Income Expert

    This expert has more than eighteen years of experience in finance, economics, and investments, currently serving as an adjunct professor at a leading university’s school of business, where he has lectured for more than fifteen years on aspects of the financial services industry. He began his career in financial economics at the Federal Reserve Bank and has taught M.B.A and/or undergraduate classes in capital markets, derivatives, economics, and financial markets including topics such as short selling, fixed income and investments. He has assisted in an investigation by the Securities Exchange Commission (SEC) and has also consulted for the New York Stock Exchange (NYSE). This expert holds a B.S. in mathematics, and a M.S. and a Ph.D. in operations research from a prominent university. IMS Reference #5022214.

  • Applied Investments Expert

    This applied investments expert is a full professor with four degrees in finance and has taught courses in investments, financial markets, investment instruments, and security valuation. He is faculty director at a college’s center for investments and finance, where he serves as endowed chair in applied investments. He is also an honorary professor at an international university and has held academic finance positions at several well-known universities, from assistant professor of finance to visiting professor. He currently serves on an advisory committee of the Financial Industry Regulation Authority (FINRA), is a former visiting economist for the New York Stock Exchange (NYSE), and has been retained by the National Association of Securities Dealers (NASD) for consulting in the fixed income market. He has published works that have been presented at top finance academic conferences worldwide. This expert holds a B.S. in economics, an M.B.A. in finance and management, an M.A. in finance, and a Ph.D. in finance from a leading university’s school of business. IMS Reference # 5079772.

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