Securities
Securities are instruments representing ownership (stocks), debt agreements (bonds) or the rights to ownership (derivatives) that can be assigned a value and traded.
Case Study
Applied Investments Expert
An applied investments expert was needed for a breach of trust action alleging mismanagement of trust fund investments comprised of fixed income investments.
Case Study
Ponzi Scheme Expert in Forensic Accounting
A Ponzi scheme expert in forensic accounting was needed for a lawsuit filed by a bankruptcy trustee against an investor and major bank.
Case Study
Investment Expert in Securities Lending
An investment expert in securities lending was needed for a breach of contract suit involving breach of fiduciary duty, conversion, and civil theft.
Case Study
Commercial Loan Expert in Collateral Stock
A commercial loan expert in collateral stock was needed to respond to a breach of contract action.
Case Study
Insolvency Expert in Revenue Bonds
An insolvency expert in revenue bonds was needed for a securities case.
Case Study
Fixed Income Trading Expert in Securities Software
A fixed income trading expert with knowledge of software packages was needed for a contracts case addressing securities industry standards.
Case Study
Mortgage Securitization Expert for Breach of Contract Case
A mortgage securitization expert was requested for a breach of contract suit involving financial services companies.
Case Study
Investment Banking Expert in First Loss Risk
An investment banking expert with knowledge of first loss risk in the mortgage backed securities market was needed for a copyright infringement case.
Case Study
Mortgage Lending Expert in APR Calculation
A mortgage lending expert in APR calculation was needed for class action litigation alleging violations of the Truth in Lending Act, also known as Regulation Z.
Case Study
Securities Industry Expert in Telecommunication Valuations
A securities industry expert with experience performing telecommunications firm valuation analysis was needed for a regulatory matter.