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Investment Research, Portfolio Management, CFA, Equity Securities, and Corporate and International Finance
• Tenured Employer Expert; • Ph.D. in finance; • CFA, CIPM, and CAIA designations; • FINRA Arbitrator; • Over 40 publications focused on applications in finance; • Author of three curriculum reading for the CFA Institute; • Author of monograph…
Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust companies and Lawyers in regard to detailed…
Cannabis Horticulture: Plant Science, Facility Design, Licensing, Compliance, Training, Optimization, and Profitability
Expert has been a cannabis cultivator, teacher, and consultant for over 29 years. He began his work with medical cannabis in 1994 while attending U.C Berkeley, and was active in decriminalization efforts in Oakland and Berkeley, as well as organizing…
Healthtech & Private Equity, Healthy Aging, & Longevity
Expert is currently the interim Executive Director of a licensed in-home senior care agency that she started, built, and ran for five years before selling in 2017 to her longtime employee, who still owns and operates this successful business. Expert…
Entrepreneurship, Real Estate, and Manufacturing
An experienced professional, Expert possesses 14 years' experience in real estate, investment banking, pharmaceuticals, technology, manufacturing, and financial services. He has advised on the delivery of technical systems projects in accordance with aggressive deadlines. Throughout his storied career and his…
Private Markets
Expert possesses 20+ years' track record as a senior private markets (PM) specialist with expertise in independent research and strategy, PM fund structuring and management, fund investments, co- and direct VC and growth investments, and PM portfolio management. Highly recognized…
Portfolio Management, Relationship Management, and Senior Leadership
Expert is highly knowledgeable in real estate investment, development, portfolio management, business development, and the related fields. He is highly knowledgeable in working with others, building teams, driving returns for investors, and helping others grow. He has extensive experience across…
Neuroscience, Auto-Immune Drug Development, and the CDMO Sector
Expert in Neurology at the clinical stage and rare disease specialist with deep domain knowledge and financial acumen. He is an entrepreneurial builder of brand intelligence, growing contract manufacturing consultancy to high profile industry recognition and B2B sale at full…
AI, Digital Transformation, Engineering Management, and Cybersecurity
Expert currently holds the position of Software Engineer Manager at a UK-based startup specializing in cybersecurity. This role has afforded him a front-row seat to the prevailing trends shaping the UK Software Development Market, and has gained comprehensive knowledge of…
Global Data Research Analysis
As a Data Research Analyst Manager, Expert is a proactive decisionmaker and completer of missions. He is highly experienced in leading strategic reflections for the conception of new projects. His work history includes critical roles as Data and Supply Chain…