Conflicts Of Interest Expert Witnesses

San Diego, California

Securities & Investments, Financial - Fiduciary Duty, Breach of Fiduciary Duty, Standard of Care, Conflicts of Interest, Fraud, Misrepresentation, Hedge Funds, NAV / Valuation Disputes, Fee Disputes, Financial Contract Disputes, Incentive Allocations, Derivatives, Futures, Options, PPM, Due Diligence, Regulatory Compliance, AML, KYC, Lending Agreements

Patrick Kelly provides expert analysis in complex financial matters involving fiduciary duty, conflicts of interest, valuation, fee disputes, disclosure practices, and regulatory compliance, and is available for analysis, consulting, report writing, and testimony. His hedge fund management, financial regulatory, and fiduciary experience, combined with his engineering background, provide a disciplined analytical approach to complex financial matters. He is a Registered Investment Adviser (RIA) representative and former hedge fund founder and manager with experience in derivatives, valuation, and regulatory compliance. He oversaw all aspects of hedge fund operations, including structuring, governance, offering and disclosure documents, portfolio management, financial reporting, investor communications, and fund winddown. He has completed three routine regulatory examinations, including two National Futures Association (NFA) examinations and one California DFPI examination. Areas o...

Palm Springs, California

Medical Management, Vascular Surgery - Physician Credentialing, Physician Peer Review, Negligent Credentialing, Negligent Peer Review, Patient Safety, Healthcare Quality, Performance Improvement, Fair/Judicial hearings, Medical Staff Affairs, Conflicts of Interest, Physician Integration and Alignment, Physician conduct

Dr. Smith is an independent senior healthcare consultant and a practicing vascular surgeon as a Clinical Professor of Surgery at the University of California, Irvine. He has provided expert medical testimony in cases involving medical staff affairs, peer review and credentialing/privileging. He previously served as the Chief Medical Officer with Morrisey Associates Inc/ Morcare LLC for six years and for The Hardenbergh Group0 for 2 years.. He brings 40+ years of clinical practice and hospital management experiences to his work with physicians and hospitals across the United States. He is Board Certified in Vascular Surgery and is a Fellow of the American College of Surgeons, the American College of Healthcare Executives. He is a member of the American College of Physician Executives, the Society for Vascular Surgery and the Southern California Vascular Surgical Society. Dr. Smith has an expertise in system quality and performance improvement, peer review, ongoing and focused pro...

Chicago, Illinois

Legal - Legal Malpractice, Expert Witness, Legal Ethics, Breach of Fiduciary Duty, Professional Responsibility, Conflicts of Interest, Reasonable Fees, Attorney Misconduct, ARDC, Lawyer Liability, Ethics Rules

Allison L. Wood has 20+ years of experience interpreting and working with the Professional Rules of Conduct that govern attorneys. Her qualifications include: · Representing attorneys accused of professional misconduct before the Illinois Attorney Registration and Disciplinary Commission since 2011 · Former Litigation Counsel, Illinois Attorney Registration and Disciplinary Commission · Former Hearing Board Chair, Illinois Attorney Registration and Disciplinary Commission · Investigated over 200 ethics complaints against attorneys · Prosecuted nearly 50 cases against attorneys accused of professional misconduct · Frequent presenter on legal ethics and professional responsibility for MCLE programs · Former ABA Professional Responsibility and Ethics Committee Member · Former Illinois Supreme Court Standing Committee on Ethics and Professional Responsibility Member and former Chair · Former Association of Professional Responsibility Lawyers Board member · Taught professional responsib...

Brookline, Massachusetts

Legal, Dispute Resolution - Legal Malpractice, Legal Ethiccs, Attorney Malpractice, Civil Procedure, Legal Standard of Care, Breach of Fiduciary Duty, Professional Responsibility, Conflicts of Interest, Fee Disputes, Expert, Litigation, Lawsuits, Legal Strategy, Litigation consultant, Arbitration, Mediation, Due Diligence

Since graduating from Harvard Law School, Attorney Stolzberg concentrated in representing clients in a wide variety of litigation matters, mostly in major, sophisticated and complex cases. These cases involved negotiation, mediation, arbitration, regulatory and administrative matters (including attorney disciplinary matters), as well as trials and appeals in state and federal courts, and administrative agencies, throughout the country. He represented plaintiffs and defendants in a wide range of substantive matters, including contract disputes, construction and real estate disputes, medical and legal malpractice, intellectual property disputes, domestic relations, banking, and white-collar criminal matters. He served as an expert witness in legal malpractice cases involving alleged attorney negligence or other deviations from the appropriate standard of care, such as unresolved conflicts of interest, improper or incomplete advice to clients, lack of diligence, failure to comply wit...