James W. Lovely, BBA, MBA, JD

Lakeland, Florida
James W. Lovely, BBA, MBA, JD Expert Witness

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Specialties & Experience of this Expert Witness

General Specialties:

Securities & Investments and Financial

Keywords/Search Terms:

Derivatives, Swaps, Futures, ISDA/SIFMA/NAESB Documentation, UCC Article 8, Foreign Currency, Financial Products, Municipal Bonds, Hedge Funds, Securitization, CFTC and SEC Compliance, LIBOR/SOFR transition issues.

Education:

BBA, Finance, University of Miami; MBA, University of Pittsburgh; JD, University of Virginia

Years in Practice:

32

Number of Times Deposed/Testified in Last 4 Yrs:

2

Additional Information

James Lovely provides expert witness, litigation support, and consulting services concerning all types of derivatives and other capital markets products. His expertise encompasses both academic training and extensive legal and financial work experience involving the regulation, structuring, hedging, documentation, execution, management and termination of financial products, including futures, options, swaps, derivatives, and bonds, ISDA, NAESB and SIFMA documentation, repurchase agreements, liquidity facilities, structured financial products, commercial paper programs, securitizations, commodity financing, and prime brokerage arrangements. He also advises clients on LIBOR/SOFR transition issues. He is experienced with the U.C.C., including particularly Article 8 of the UCC related to securities and financial asset transfers and Article 9 related to secured transactions.