Securitization Expert in Business Method Patents

Case Description:

A securitization expert was needed for a patent infringement case detailing a business method for converting bank issued CD's into capital market securities. At issue was the defendant's securitized CD product. The plaintiff filed for declaratory relief claiming the defendant’s patent on a method of securitizing CDs was invalid and asserting that the plaintiff’s own program for securitization of CD's did not infringe on the defendant’s business methods patent.

IMS ExpertServices was asked to locate a securitization expert who could evaluate and opine on the CD securitization programs administered by the plaintiff and the defendant. The expert would need extensive experience in the securities industry and knowledgeable of securitization methods and products.

Experts Presented:

  • Collateralized Mortgage Obligations Expert

    This securitization expert is a financial derivatives consultant, investment banker and structured finance expert who has extensive trading and analysis experience in securitization. She spent over seventeen years in the mortgage trading and research departments at top brokerage and investment firms and is the author of numerous book chapters and articles oncollateralized mortgage obligations and mortgage-backed securities. This expert is an exemplary expert witness, having been deposed many times and having provided arbitration and trial testimony multiple times.IMS Reference #1214154

  • Securities Expert

    This securitization expert specializes in securities and financial economics, credit products, foreign exchange and commodities, and derivative instruments. He has offered his consulting services in situations involving the valuation of fixed income securities, mortgage-backed securities, collateralized mortgage obligations, collateralized debt obligations, and other structured finance products. This expert formerly worked as a securities broker and held a Series 7 securities license. He established and maintained a securitization software application used by banking institutions in the U.S. and the U.K.IMS Reference # 5022756

  • Financial Services Expert

    This securitization expert offers consulting services to aid financial institutions, institutional investors, and corporations in maximizing value in the capital markets. She has more than 22 years of Wall Street experience. This expert has written and lectured extensively on derivative products and the securitization market. Previously she taught finance courses at the University of Chicago. She’s appeared as a securities expert in several venues including before the Federal Reserve Bank and the SEC.IMS Reference #4563220

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Industry: All, Securities