Asset Management Expert Witnesses

Asset management expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on asset management. The asset management expert witness listings on this page are typically from fields/areas of expertise such as: Architecture, Energy, Financial, Hotel & Restaurant, Premises Liability, Property Management, Real Estate, Repossession, and Securities & Investments.

Michael J. Welton, CPM, RPA

Saddlebrooke, Arizona
Real Estate, Premises Liability - Property Management, Wrongful Death, Residential Multi-Family Apartment, Shopping Malls, Power Centers, Community Centers, Neighborhood Shopping Centers, Low, Mid and High Rise Office, Mobile Home/RV Parks, Property Management Fraud and Mismanagement, Asset Management, Distressed Real Estate
Self employed expert witness since 1998. Retained as an expert in over 400 cases in the area of property management, asset management , wrongful death, serious slip, trip and fall liability, real estate development, toxic mold remediation, Real Estate Development, Life Safety, Habitability, Industry Standards of Care. Court and/or deposition testimony in Arizona, California, Texas, Missouri, Oklahoma, Ohio, Washington, and Washington, DC. A hands on property manager for 40 years with executive level experience as President of two major companies and Executive Vice President. I have been responsible for over 40,000 multi-family units including Garden, Mid Rise and High rise units, 15 million square feet of office, retail and industrial, 25,000 Homeowner Association units, 11,000 Mobile Home Park Spaces/Park Model Resorts. A partial list of my business and professional accomplishments include: Past President of the Phoenix Multi-Housing Association, Past State Chair of the Arizona ...

David C. Hinman, CFA Hinman Capital Services LLC (HCS)

Corona del Mar, California
Financial, Securities & Investments - Asset Management, Bond Trading, Fixed Income, Emerging Market Debt, High Yield Bonds, CLOs, Hedge Funds, Mutual Funds, Credit Derivatives, CDS, Prospectus Disclosure, Bond Defaults / Restructurings, AT1s, CoCos, Bank Loans, Bank Asset Liability, SEC Rule 144a, Bond Pricing, Chief Investment Officer
David Hinman, CFA has nearly 25 years of fixed income asset management experience, primarily at PIMCO. In his career, he has managed CLOs, hedge funds, and closed- and open-ended mutual funds. His expertise includes analyzing, trading, and managing portfolios of credit derivatives, investment grade and high yield corporate bonds, bank loans, emerging market debt, and structured credit. As an investor, he has also participated in numerous corporate bankruptcies and debt restructurings and served on creditor workout committees. He co-founded and sold a SEC registered investment advisor, where he served as Chief Investment Officer. He has expertise regarding hedge and mutual fund disclosures, documentation, and regulations. He has detailed familiarity with bond offering documents, typical disclosures, as well as bond investor expectations regarding information provided by both issuers and underwriters. He previously held Series 3, 63, 65 and 7 licenses. He has also testified in deposit...

Gregory M. Libby, MBA Libby Consulting, LLC

San Diego, California
Real Estate, Property Management - commercial real estate, lease, REIT, real estate investment trust, triple net, NNN, retail, industrial, office, multifamily, asset management, property management, portfolio, leasing, CoStar, disaster, due diligence, construction, roof, pavement, asphalt, lease administration, corporate real estate
Mr. Libby has had a 30-year career in commercial real estate and is currently the Principal of Libby Consullting, LLC. He has held senior leadership positions with Hughes Marino, Realty Income Corporation, Islands Restaurants, and Wall Street Property Company. Greg has experience with retail, industrial, office, and agricultural real estate. Mr. Libby is a licensed Real Estate Broker in California (DRE #011252760), holds a Bachelor's Degree in Business Economics, and a Masters in Business Administration (MBA). Greg is qualified to consult or serve as an expert witness on a wide variety of commercial real estate and facilities matters including but not limited to the REIT industry and practices, asset management, budgeting, capital expense planning/management, construction, corporate real estate, development/redevelopment, disaster planning and response, due diligence, facilities management, financial modeling, lease abstraction, lease administration, lease agreements, leasing, NNN ...

Joshua Weiner, NABCEP SepiSolar, Inc

Fremont, California
Energy, Architecture - Solar,PV,Photovoltaics,Energy Storage,Batteries,Construction,Electric Utility,Industry,Business,Standards,Requirements,Intellectual Property,Project Development,Planning,Independent Engineering,Owners Representative,Construction Management,Electrical Engineering,Asset Management,Contracts
Professional Expertise: As a solar PV expert witness, Weiner brings knowledge of law, policy, technology, contracts, finance, permits and entitlements, project development and construction, data acquisition and analysis that commonly apply to renewable energy and distributed energy projects. Specific areas of expertise, listed below, include energy technologies, markets, policy, finance, project development, planning and execution, project management, and codes and standards. Weiner is adept at unpacking complex topics into simple language that all parties can understand. Since 2007, Weiner is a certified member of the North American Board of Certified Energy Practitioners (NABCEP) in good standing. Weiner has also taught advanced solar system design and project management at UC Berkeley. Areas of Expertise: Energy Technologies Solar Batteries & Energy Storage Microgrids Markets Utility-Scale Commercial & Industrial Agricultural Residential Policy Tariff Rates Net Energy Mete...

George Fischer Hospitality Details

Lone Tree, Colorado
Hotel & Restaurant - Resort, Condo Resort, Condo Hotel, Hotel Operations, Asset Management, Marketing, Renovation, Sales & Marketing
A 40-year veteran of the Hotel/Resort industry, Fischer's hospitality career includes work in full service resorts, condo resorts and hotels, to include positions at the world-famous Greenbrier and Broadmoor Hotels. Additionally, he has experience in multi unit management of branded and non-branded assets. He is well balanced with strong business acumen in financials, guest service, renovations, sales & marketing, team building, and developing culture.

Mark Lacek Mark Lacek Repossession Expert Witness

Clermont, Florida
Repossession - Repossession, Auto Repossession, Commercial Repossession, Equipment Repossession, Asset Management, Collateral Recovery, Recovery Agent, Repossessor, Repossession Agent, Breach of Peace, Wrongful Repossession
Considered the nations leading authority on the repossession process. Mark Lacek has conducted automobile and commercial vehicle repossessions for over 35 years. Lacek has been retained to testify on professional repossession industry standards, relevant repossession industry standards and applicable repossession industry standards. Lacek has testified in the courtroom on repossession industry standards. Lacek has provided training seminars and teaches on repossession certification and how to avoid litigation resulting in breaching the peace during the self help repossession process across the country. Lacek has written and taught seminars on when a repossessor should retreat during a repossession and how to avoid a confrontation with a debtor. Lacek has provided seminars on when a repossessor should discontinue the repossession and come back at a later time and when the repossessor must discontinue all recovery efforts when anyone objects to the repossession. Lacek has testi...

Amy L. Natoli, CPM®, RPA® Natoli Property Management Consulting

Crofton, Maryland
Premises Liability, Real Estate - Property management, risk management, maintenance, property operations, insurance, slip and fall, facilities, premises liability, property damage, lease administration, facility management, due diligence, asset management, property inspections, standards of care,
Amy Natoli is an award-winning Property Management expert with over twenty years of hands-on experience managing commercial real estate properties. She is experienced in standards of care, budgeting and asset management, lease administration, property inspections, parking garage maintenance and inspections, vendor and contract management, life safety systems compliance, and risk management. She is active with the Institute of Real Estate Management (IREM), serving nationally as a Governing Councillor and as Chairperson of the Instructor Advisory Council. At the local level, she is a Maryland Chapter Board of Directors member, Vice Chair of the Region 3 Education Committee, and an Ethics instructor.

David C. Hinman, CFA Hinman Capital Services LLC (HCS)

New York
Financial, Securities & Investments - Asset Management, Bond Trading, Fixed Income, Emerging Market Debt, High Yield Bonds, CLOs, Hedge Funds, Mutual Funds, Credit Derivatives, CDS, Prospectus Disclosure, Bond Defaults / Restructurings, AT1s, CoCos, Bank Loans, Bank Asset Liability, SEC Rule 144a, Bond Pricing, Chief Investment Officer
David Hinman, CFA has nearly 25 years of fixed income asset management experience, primarily at PIMCO. In his career, he has managed CLOs, hedge funds, and closed- and open-ended mutual funds. His expertise includes analyzing, trading, and managing portfolios of credit derivatives, investment grade and high yield corporate bonds, bank loans, emerging market debt, and structured credit. As an investor, he has also participated in numerous corporate bankruptcies and debt restructurings and served on creditor workout committees. He co-founded and sold a SEC registered investment advisor, where he served as Chief Investment Officer. He has expertise regarding hedge and mutual fund disclosures, documentation, and regulations. He has detailed familiarity with bond offering documents, typical disclosures, as well as bond investor expectations regarding information provided by both issuers and underwriters. He previously held Series 3, 63, 65 and 7 licenses. He has also testified in deposit...

Marc Schneider Twelve Lions Capital

Mount Kisco, New York
Financial, Securities & Investments - Asset Management, Debt Financing, Bond Trading, High Yield and Distressed Bonds, Financial Valuation, Securities Valuation, Institutional Investor, Corporate Restructuring, Mergers & Acquisitions, Distressed Debt, Private Equity, Creditor Rights, Creditor Committees
Strong statistical and quantitative analysis skills. Senior investment professional for Avenue Capital, a large asset manager focused on value investing in distressed debt and special situations. Invested approximately $2 billion in distressed situations in North America and Europe. Expertise in valuing corporate assets and liabilities including bonds, bank debt, trade claims, pension obligations, equity and equity linked securities. Experience leading cross-border restructurings both in and out of bankruptcy, ran creditor committees, analyzed debt documents (bond indentures, credit agreements) and creditors rights, worked on restructurings in North America and through Europe. Investment banker at Salomon Smith Barney, focused on capital raising (both debt and equity), merger and acquisitions, financial restructuring and advisory services. Former corporate lawyer focused on debt financing, securities issuances and mergers and acquisitions. Retained as an expert witness by...