Education:

Princeton, 1964 (B.A., Economics, with honors)

NYU Business School, 1966 (MBA, Top of class)

Expertise: Mr. Purcell has over 40 years of experience in every area of investment banking including the following:

Mergers & Acquisitions

Leveraged Buyouts and Recapitalizations

Fairness Opinions and Fairness Issues

Adequacy Opinions

Solvency Opinions

Bankruptcy issues, including fraudulent conveyance

Valuations

Advice to Special Committees of Boards

Due Diligence and Disclosure Issues

Fiduciary Issues

Damage issues and analysis

Lender Liability

Fee issues

Document Interpretation and Standards from investment banking point of views

Criminal cases involving alleged securities violations and insider trading

Financing of Debt and Equity (both public and private, taxable and tax-exempt, including structured financings)

Venture Capital

Leasing and Real Estate Financing

Background: Mr. Purcell was a Managing Director at Dillon Read for almost 25 years and has been a Senior Advisor to a number of medium-sized investment banks. He also has served as interim CEO of a public company and has served on Boards of Directors. Mr. Purcell is currently Senior Director to the Investment Banking Firm of Seale & Associates, Washington, DC. area.

Mr. Purcell has been an expert in more than 100 cases with over 100 Law Firms, including cases for the SEC and the I.R.S. He represents both plaintiffs and defendants. Subjects include all areas mentioned above.

Analytic Focus specializes in Financial, Economic, Demographic, and Statistical Research. We're Ph.D.s with decades of experience working in academia, industry, and Federal agencies. We provide exceptional value in interpretation of data, insight regarding business problems, and scholarship on best practices.

We estimate numbers needed for the best representation of your client. We evaluate flaws in analyses underpinning your arguments or your opponents. We've testified in Federal & State courts.

Complex Litigation
Antitrust, Deceptive Sales Practices, Securities & Lost Sales

Banking & Finance
Misrepresentation & Fraud, Securitizations, Regulation

Insurance & Reinsurance
Breach of Contract, Risk & Pricing Issues

Environmental/Mass Tort
Validity of Claims, Damages & Volume of Claims Forecasting

Class Actions and Class Certification
Commonality, Predominance, Mass Valuation

Fair Housing, Fair Lending, Labor & Employment
Discrimination & Disparate Impact

Intellectual Property
Trade Mark, Trade Dress, Patent Infringement
Confusion, Dilution, Lost Profits, Diverted Sales

Stefan Boedeker, a Director with Berkeley Research Group, LLC (BRG,) specializes in the application of Economic, Statistical, and Financial Models to a variety of areas such as solutions to business issues, economic impact studies, and complex litigation cases.

Mr. Boedeker has extensive experience applying economic and statistical theories to class action related matters. His experience also includes applying economic and statistical theories and methodologies to employment related matters such as discrimination, wrongful termination, and wage and hour cases.

Mr. Boedeker provides Consulting and Expert Services to clients across a wide range of industries, including Healthcare, High Technology, Entertainment, Manufacturing, Retail, Real Estate, Insurance and Financial Services, and Federal, State and Local Governments. He has issued expert reports and has given deposition and trial testimony in state and federal court.

Areas of Expertise:

Securities

Management Consulting

Intellectual Property

Business Strategy

Healthcare and Pharmaceuticals

Pharmaceutical

Strategy and Performance Improvement

Labor and Employment

Commercial Litigation and Damages

Statistical Consulting and Sampling

View Complete Profile

Joel Finard is an Expert Witness in Financial Services Litigation. He has extensive knowledge of People, Processes and Technology in Financial Services. Mr. Finard has played a key role in many Complex and High Profile Investment Banking Litigations & NASD Arbitrations.

Areas of Expertise

Financial Services Litigation

Complex Structured Transactions - Tax Related Cases

Securities Trading and Pricing, Derivatives, Controls and Hedging

Market & Credit Risk Management

Investment Management

Background: Partner in charge of Deloitte & Touche's Capital Markets Practice - including Litigation Consulting, Financial Risk Management, & Trading Infrastructure. HongKong Bank - Sales & Trading of Securities. Travelers Insurance - Portfolio Manager of Derivatives and Investments. Columbia Business School - Taught Economics

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Over 27 years securities and expert experience, formal AIFA fiduciary training.

The expert who wrote a major Wall St broker dealers' compensation plan, accounting manual, margin account, money market mutual fund sweep policy, customer account surveillance compliance reports and designed one of the first structured products in the 1980s.

FiduciaryFORENSICS examines all parties and transactions. Fiduciary performance, breach of fiduciary duty, liability, damages analysis, model portfolio, recovery. Rule 405, Suitability, Supervision, Failure to diversify, Taxes, Asset Allocation, Hedge Funds, Private Placements, RMBS, CDO's, CDS, Disclosure, ADVs.

Compensation, Valuation training, recruit, retirement, raiding, termination, customer account distribution, payment for order flow, order flow profit, broker dealer or branch profit analysis, U5 or U4 issues in employment matters.

FINRA (NASD) securities Arbitration; Trust, Estate, Probate; ERISA defined benefit pension 401k & Profit Sharing plans; Charities, Not for Profits, Foundations, Endowments and Divorce, Marital Settlements, QDROs.

Additional Areas of Expertise - Compensation, Training, Employment

Stock broker, Series 7 licensees, Financial planner, CFP's, Supervisors, Branch manager, Regional and national Executives, Product Managers, External product Wholesalers, Product Coordinators, Traders, Stock Loan, Securities Lending, Prime Broker, Margin, Structured Products, Principal Protected products.

Branch and Regional P&L analysis, valuation, Product Marketing, Distribution, Sales Force and Market Penetration Studies.

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Paul R. Dorf is a Compensation Expert with over 40 years of experience in the Compensation and Human Resources arenas.

Mr. Dorf is qualified as an expert witness in compensation and related matters in both Federal and State courts involving:

• Unreasonable and excessive executive compensation
• Intermediate Sanctions reviews
• Sales compensation issues
• Job availability, earnings potential, and competitive market value of positions
• Discriminatory compensation practices
• Minority shareholder and derivative complaints
• Compensation violation of FAR by government contractors
• Marital dissolutions
• Employment and change-of-control agreements

Craig A. Wolson acts as a Structured Finance and Derivatives Expert Witness and Consultant. He specializes in cases involving credit default swaps (CDS), collateralized debt obligations (CDOs), mortgage-backed securities (MBS) and other types of derivatives and securities.

Background Experience Includes:

Acting on behalf of 40,000 investors in $1.6 billion class action suit against bankrupt sponsor of special purpose issuer of notes secured by notes issued by CDO and credit default swaps with sponsor; acting on behalf of class led by two major pension funds against a major bank and numerous large underwriters involving mortgage-backed securities issued by several vehices established by the bank, and securities issued by the bank; acting on behalf of large investment bank defendant in arbitration proceeding brought by another large investment bank involving nine CDOS established by defendant; acting on behalf of large bank that had invested in now-worthless notes issued by SIV established by defendant banks; acting on behalf of large bank against another large bank that had sold the former CDOs and CDS.

Areas of Expertise:

Securitizations - Collateralized debt obligations (CDOs); collateralized bond obligations (CBOs); collateralized loan obligations (CLOs); asset-backed commercial paper (ABCP) programs; structured investment vehicle (SIV) programs; securitized credit-linked notes, equipment leases, railroad license agreements, and auto loans; and obligations of certified capital companies

Derivatives - Credit default swaps (CDS)

Investment Strategy & Analysis, LLC (ISA Capital) provides consulting services in the areas of Finance, Investment Analysis, and Strategic Planning.

Martin Dirks, owner and principal of ISA Capital, is an investment professional with over 20 years of hedge fund investment experience. He is the former portfolio manager of a long/short public technology stock portfolio for Harvard University's endowment. Currently, Mr. Dirks is a strategy consultant for Bay Area companies and an investment and risk management consultant for investment funds and law firms.

Corporate Consulting Services:

• Business intelligence
• Competitive intelligence, analysis, and benchmarking
• Cost-benefit analysis
• Financial modeling
• Merger and acquisitions
• Product and technology evaluation
• Strategic planning

Investment Consulting Services:

• Due Diligence
• Risk assessments, management, and reporting
• Valuation process evaluations
• M&A due diligence
• Private Placement
• IPO support services
• Special Purpose Acquisition Company (SPAC) due diligence

View Expert Witness Profile.

Investment Management Expert Witness in Equities, Fixed Income and Asset Allocations

Kent Investment Consulting, LLC was organized in 2007 by Stephen K. Kent, Jr., CFA, CIC following his retirement after a career spanning almost five decades. During this period, Mr. Kent developed a well earned reputation as a clear, independent thinker who brought reason and good judgment to the analysis of the economy and the capital markets. His present consulting practice serves the varying needs of high net worth investors, financial planners, attorneys and accountants, and investment managers.

As an Equity and Fixed Income Portfolio Manager for more than 45 years, his work experience has encompassed pension and profit-sharing plans, Taft-Hartley accounts, foundations, endowments and high net worth individuals. His position in the industry and reputation as a thoughtful analyst of the economy and the markets has afforded him many opportunities to speak at numerous business venues around the country.

Litigation Support Services

Kent Investment Consulting, LLC provides expert witness services for both plaintiff and defense on financial matters, investments, equities, fixed income and asset allocations.

Services

Kent Investment Consulting, LLC serves the varying needs of high net worth investors, financial planners, attorneys and accountants, and investment managers.

Portfolio Management New Business Presentations Investment Strategies Client Services Relationship Management Market Analyses Operational Streamlining Revenue Growth Strategies	Risk Management Financial Reporting Performance Measurement Strategic Planning Research Asset Management Business Development Staff Management

Dr. Robert R. Trout specializes in providing Economic, Financial and Statistical Consulting services to attorneys, government agencies and corporations in litigation and regulatory cases. Dr. Trout has conducted studies and presented testimony before state and federal courts and agencies for over twenty-nine years. He has analyzed companies for Antitrust, Intellectual Property and Business Loss Cases covering many industries.

Dr. Trout is a Chartered Financial Analyst (CFA), member of the Financial Analysts Society of San Diego and the CFA Institute and a Former Director of the National Association of Forensic Economics. He is the Senior Editor, Board of Editors for the Journal of Forensic Economics and the Managing Editor for Litigation Economics Digest among others.

Dr. Trout has previously testified as an Expert Witness in civil courts concerning the following areas:

Antitrust Economics and Damages

Breach of Contract Damages

Business Interruption Losses

Eminent Domain Business Goodwill Losses

Employment Discrimination Statistics

Investment and Portfolio Theory

Patent Infringement Losses

Personal Economic Losses

Regulatory Economic Issues

Securities Fraud Losses

Statistical Analysis

Trademark Infringement Losses

Valuation of Businesses, Financial Assets, and Securities

Wrongful Termination Dam