Incentive Allocations Expert Witnesses
Incentive allocations 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 incentive allocations. The incentive allocations expert witness listings on this page are typically from fields/areas of expertise such as: Financial and Securities & Investments.
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Patrick Kelly
Hedge Fund Management, Fiduciary Duty, Derivatives
Next Alpha Capital, LLC
San Diego, California
Securities & Investments, Financial
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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.
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