357 Avenida Castilla Unit C
Laguna Woods, CA 92637
"Grant Stiefel draws on his experience as a big firm trial lawyer to help companies save on outside legal fees." -- NALFA (National Association of Legal Fee Analysis)
“Mr. Stiefel’s qualifications [as a testifying fee expert] cannot seriously be in dispute.” Hon. Michael Paul Lindfield, Los Angeles County Superior Court (Trial Proceedings, February 14, 2014).
Gontran de Quillacq has over 20 years of Securities experience specializing in Portfolio Management, Equity Derivatives Trading, Proprietary Trading and Investment Research. He has worked with top-tier banks and hedge funds in both London and New York. Background Experience - An institutional-level proprietary and derivatives trader, Mr. de Quillacq traded derivatives, from vanillas to exotics. As a portfolio manager, he researched and managed multiple investment strategies, notably initiating the distribution of investment strategies with derivatives, an activity now called 'portable alpha' and 'smart beta'. For five years, Mr. de Quillacq then ran due diligence on investments strategies and selected senior investment personnel for some of the world’s most famous and most demanding hedge funds and asset managers. In 2017, he co-founded a quantitative fund deploying the latest machine learning techniques in global long/short equities. Litigation Support - Mr. de Quillacq's investment experience and cross-sectional review of other professionals give him unique experience on what can be done, what should be done, what should not be done, and the grey areas in-between. During a personal case against HSBC, his legal team was so impressed by his wide and thorough knowledge in finance, his capacity to explain complicated ideas in simple terms, and his strong performance on the stand, that they strongly recommended he expand his litigation support services. Mr. de Quillacq's services are available to attorneys representing plaintiff and defendant and include written reports, deposition, arbitration, mediation, and trial testimony as needed. He is an IMS Elite Expert and a member of the Securities Expert Roundtable. Mr. de Quillacq also collaborates on cases with the Barrington Financial Consulting Group. Areas of Expertise:
Education / Training:
W. Tom Thweatt is a Senior Principal with Long International and has over 40 years of engineering, construction, and management consulting experience. He has extensive experience in major U.S. and international refining, chemical, petrochemical, offshore oil & gas development, pipeline, infrastructure, and thermal / hydroelectric power generation projects ranging from US$40 million to US$12 billion. He has worked extensively in projects that were executed by multi-national joint ventures on both the owner’s and the contractor’s sides. Mr. Thweatt has served on Joint Venture and Consortium Executive Committees and has participated directly in claims negotiations and settlement agreements in excess of US$100 million.
Jim Leatzow has 43 of "hands-on" practical, property / casualty insurance agency experience. Leatzow has literally worn "every hat there is to wear in the P/C insurance business.
He provides expert & arbitration services nationally & internationally with no charge for travel time. He is articulate, efficient & equally comfortable within the U.S. & in foreign venues.
His experience includes:
- 43 years national Property/Casualty insurance industry experience
- 30 years national, Property/Casualty insurance Agency Owner
- 23 years national, Property/Casualty Managing General Agent (MGA)
- 21 years national, Third Party Administrator (TPA) insurance claim adjuster
- 16 years Reinsurance Company Founder/President
- Certified insurance Arbitrator (U.S. / U.K. / Bermuda)
- Licensed in all states for 20-25 years until 2005 (agency sold)
- Rule 26 Report specialization on complex cases
- History of representing plaintiff & defense equally
No charge for travel time "coast to coast"
Leatzow's specialties include: Agent-Broker-MGA standards of care / Bad Faith / Coverage / Agent-Broker E&O Claims / Agent-Broker custom & practice / Professional (E&O) Liability / Claims adjusting Standard of Care / Claims-made coverage / Surplus Lines issues / Underwriting / Licensing / Property / General Liability /Aviation Insurance
Kerry G. Campbell, CFA, CFP, has a broad and deep background in various dimensions of financial services, portfolio construction, investment management, and risk management. He has over 30 years of experience working as a Managing Director in investment research and portfolio construction for a multi-billion dollar asset manager, as a Managing Director in risk management for a major investment bank, as a commissioned registered representative, a funding officer, and as a credit analyst and loan officer. Mr. Campbell received a Masters of Business Administration in Finance from the University of Chicago Booth Graduate School of Business and a Bachelor of Science in Finance Summa Cum Laude from Fordham University Gabelli School of Business. Mr. Campbell is an Approved FINRA Dispute Resolution Arbitrator, a Chartered Financial Analyst®, a Certified Financial Planner™ and a Securities Experts Roundtable Member. He has held the following licenses: Series 7 – General Securities Representative; Series 55 – Equity Trader Representative, Series 63 – New York Uniform Agent and Series 65 - Uniform Investment Advisor.
Litigation Support - Mr. Campbell has served as the sole experience witness for the claimant in an $8.7 million award. (See: www.gerardfoxlaw.com/news/firm-news/gerard-fox-law-attorneys-earn-landmark-87-million-victory-against-wells-fargo-advisors-in-finra-arbitration-for-decorated-retired-ceo/. In addition, he has served as an expert witness for petitioners in State Court, for defendants in Federal District Court, for claimants and respondents in FINRA Arbitrations, and for claimants in offshore Federal Courts. He has been retained by institutional investors, high net worth investors, and large global diversified financial institutions.
Areas of Expertise:
Insurance: Building Reinstatement Valuations and Insurance Loss Assessing.
Building Contract Disputes Cost and Quality of Building Works Disputes Expert Reports Legal Evidence at Court
Roy Theophilus Bent, Jr. is a well known and respected expert and consultant in the automotive industry. An IACP Certified Auto Appraiser, Expert Witness, and Field Inspector, Mr. Bent is the seated President of the Bureau of Certified Auto Appraisers, a National Professional Appraisal Credentialing Organization that has trained, tested, and certified over 2,400 students under his leadership in the practices of IACP Certified Auto Appraisals and Litigation assistance. Mr. Bent holds numerous licenses and credentials as an ASE Certified Mechanic, I-Car Collision Specialist, Licensed Auto Appraiser, Insurance Adjuster, Umpire, Mediator, Arbitrator, Classic Car Judge, and Vintage Car Historian.