Investment Fund Disputes Expert Witnesses
Investment fund disputes 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 investment fund disputes. The investment fund disputes 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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Securities Fraud, Breach of Fiduciary Duty, Standard of Care, Investment Fraud, NAV / Valuation Disputes, Financial Services Fraud, Investment Fund Disputes, Conflicts of Interest, Regulatory Compliance, FINRA Arbitration, Misrepresentation, Negligence, Fee Disputes, Due Diligence, Derivatives, AML, Hedge Funds, PPM, Side Letters, CFTC
Patrick Kelly provides expert analysis in complex financial matters involving securities and financial services fraud, breach of fiduciary duty, conflicts of interest, valuation disputes, fee disputes, disclosure practices, and regulatory compliance. He is available for case review, merit analysis, consulting, expert report preparation, rebuttal analysis, 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 successfully completed three routine regulatory ...
