9 Asset Pricing Expert Witnesses Found

Results Sorted Below by State

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....

John J Hosier John Hosier Healthcare Consulting, LLC

California
Marketing, Management - Bio-similar drugs, Biotech & Pharma Marketing, Operations, Branded Promotion, CNS Products, Medicare, Oncology Products, Pharma Commercialization, Pharmaceutical Contracting & Pricing, Pharmaceutical Launch, Pharma Marketing, Pharma Sales, Specialty Pharma, DTC, Commercially Reasonable Efforts, CRE
...Hosier’s firm has architected the launch of rare disease and oncology business units for multiple pharmaceutical clients (large and small); led development of the managed markets, trade, and distribution strategy for the launch of new chemical entities (NCEs) and 505(b)2 assets for various organizations; advised on commercially reasonable effort (CRE); and provided commercial assessment and recommendation of various licensing and co-promote deals between organizations. Mr. Hosier is an active mentor with various biotech/healthtech accelerators in the tri-state area; serves as council member and advisor to numerous market research firms serving the financial industry; is an adjunct professor of pharmaceutical marketing with the Silberman School of Business, FDU; Before launching his own consulting firm, Mr....

Talon Stringham, CPA, ABV, CFE, ASA Dreamrunner LLC

Nevada
Business Valuation, Business Damages - Valuation, 409(a) Valuation, Business Appraisal, Economic Damages, Forensic Accounting, Fair Value Accounting, Personal Injury Damages, Fraud Investigation, Shareholder Disputes, Partnership Disputes, Wrongful Death Damages, Wrongful Termination Damages,
...Performed numerous appraisals for use in company financial statements for compliance with fair value accounting standards, including purchase price allocations, 409A valuations, option valuations, warrant and convertible debt valuations, preferred stock valuations, goodwill impairment analyses, etc., for use in both publicly traded and privately held audited financial statements Calculated the value of closely held companies in a wide variety of industries for a wide variety of purposes, including financial statement preparation, gift and estate tax planning, ESOP valuations, divorce settlements, shareholder disputes, and other litigation situations. Performed valuations of multiple early stage companies, including bio/med-tech, software-as-a-service, and technology companies, among others Experienced in performing appraisals in both contentious and cooperative environments. Lead valuation analyst for trucking company with sales in excess of $500M for shareholder buy-out purposes....

John J Hosier John Hosier Healthcare Consulting, LLC

West New York, New Jersey
Marketing, Management - Bio-similar drugs, Biotech & Pharma Marketing, Operations, Branded Promotion, CNS Products, Medicare, Oncology Products, Pharma Commercialization, Pharmaceutical Contracting & Pricing, Pharmaceutical Launch, Pharma Marketing, Pharma Sales, Specialty Pharma, DTC, Commercially Reasonable Efforts, CRE
...Hosier’s firm has architected the launch of rare disease and oncology business units for multiple pharmaceutical clients (large and small); led development of the managed markets, trade, and distribution strategy for the launch of new chemical entities (NCEs) and 505(b)2 assets for various organizations; advised on commercially reasonable effort (CRE); and provided commercial assessment and recommendation of various licensing and co-promote deals between organizations. Mr. Hosier is an active mentor with various biotech/healthtech accelerators in the tri-state area; serves as council member and advisor to numerous market research firms serving the financial industry; is an adjunct professor of pharmaceutical marketing with the Silberman School of Business, FDU; Before launching his own consulting firm, Mr....

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....

John J Hosier John Hosier Healthcare Consulting, LLC

New York
Marketing, Management - Bio-similar drugs, Biotech & Pharma Marketing, Operations, Branded Promotion, CNS Products, Medicare, Oncology Products, Pharma Commercialization, Pharmaceutical Contracting & Pricing, Pharmaceutical Launch, Pharma Marketing, Pharma Sales, Specialty Pharma, DTC, Commercially Reasonable Efforts, CRE
...Hosier’s firm has architected the launch of rare disease and oncology business units for multiple pharmaceutical clients (large and small); led development of the managed markets, trade, and distribution strategy for the launch of new chemical entities (NCEs) and 505(b)2 assets for various organizations; advised on commercially reasonable effort (CRE); and provided commercial assessment and recommendation of various licensing and co-promote deals between organizations. Mr. Hosier is an active mentor with various biotech/healthtech accelerators in the tri-state area; serves as council member and advisor to numerous market research firms serving the financial industry; is an adjunct professor of pharmaceutical marketing with the Silberman School of Business, FDU; Before launching his own consulting firm, Mr....

Joe Donlevy, MBA Filmore Capital

Charlotte, North Carolina
Banking, Financial - Paycheck Protection Program, PPP, Commercial Lending, Business Loan, Business Lending, Small Business Administration, SBA, Commercial Real Estate Lending.
...His clients benefit from his extensive background in originating, analyzing, pricing, and approving $1B+ in commercial loans. He was Honorably Discharged from the USMC-Reserves and then completed the prestigious Management Development Program at BB&T (Truist). He became a top-performing Commercial Banker at Bank of America and Wells Fargo. Because of his success in closing commercial loans for his clients, he was asked to lead a team of Commercial Bankers, which became one of the leading banking teams in the company. Subsequently, Joe was promoted to Manager and SVP of the Southeast Commercial Real Estate Team for Wells Fargo, the largest Commercial Real Estate Lender in the country. His team served professional real estate investors with transaction requests from $2MM to $20MM in retail, industrial, multifamily, self-storage, office, and special-use income-producing properties. More recently, he was an Executive VP for Iberiabank (First Horizon), a $100B bank in assets....

John J Hosier John Hosier Healthcare Consulting, LLC

Pennsylvania
Marketing, Management - Bio-similar drugs, Biotech & Pharma Marketing, Operations, Branded Promotion, CNS Products, Medicare, Oncology Products, Pharma Commercialization, Pharmaceutical Contracting & Pricing, Pharmaceutical Launch, Pharma Marketing, Pharma Sales, Specialty Pharma, DTC, Commercially Reasonable Efforts, CRE
...Hosier’s firm has architected the launch of rare disease and oncology business units for multiple pharmaceutical clients (large and small); led development of the managed markets, trade, and distribution strategy for the launch of new chemical entities (NCEs) and 505(b)2 assets for various organizations; advised on commercially reasonable effort (CRE); and provided commercial assessment and recommendation of various licensing and co-promote deals between organizations. Mr. Hosier is an active mentor with various biotech/healthtech accelerators in the tri-state area; serves as council member and advisor to numerous market research firms serving the financial industry; is an adjunct professor of pharmaceutical marketing with the Silberman School of Business, FDU; Before launching his own consulting firm, Mr....

Talon Stringham, CPA, ABV, CFE, ASA Dreamrunner LLC

Washington, Utah
Business Valuation, Business Damages - Valuation, 409(a) Valuation, Business Appraisal, Economic Damages, Forensic Accounting, Fair Value Accounting, Personal Injury Damages, Fraud Investigation, Shareholder Disputes, Partnership Disputes, Wrongful Death Damages, Wrongful Termination Damages,
...Performed numerous appraisals for use in company financial statements for compliance with fair value accounting standards, including purchase price allocations, 409A valuations, option valuations, warrant and convertible debt valuations, preferred stock valuations, goodwill impairment analyses, etc., for use in both publicly traded and privately held audited financial statements Calculated the value of closely held companies in a wide variety of industries for a wide variety of purposes, including financial statement preparation, gift and estate tax planning, ESOP valuations, divorce settlements, shareholder disputes, and other litigation situations. Performed valuations of multiple early stage companies, including bio/med-tech, software-as-a-service, and technology companies, among others Experienced in performing appraisals in both contentious and cooperative environments. Lead valuation analyst for trucking company with sales in excess of $500M for shareholder buy-out purposes....