Marty Dirks Expert Witness

Contact Information

  • Company: Investment Strategy & Analysis
  • Phone: (415) 845-7829
  • Cell: (415) 845-7829
  • Fax: 253-248-0027
  • Website: expert.legal/
Email this expert

Specialties & Experience

General Specialties: Securities & Investments and Business Damages

Specialty Focus: Damages, Fiduciary Duty, Fraud, Hedge Funds, Insider Trading, Mutual Fund, Stock Options, Pension Plan, Ponzi Scheme, Short Selling, Suitability, Business Valuation

Education: Master in Business Administration, Harvard Business School; Bachelor of Science in Engineering Physics, Bemidji State University

Years in Practice: 15

Number of Times Deposed/Testified in Last 4 Yrs: 7


Additional Information

Marty Dirks has more than 30 years of institutional investment experience with expertise in hedge fund management, valuation and analysis of securities, analysis of corporate accounting fraud, and other complex investment-related issues. As an analyst and hedge fund manager of short equity funds from 1989 through 2010, he has special expertise in the analysis of fraud and misrepresentation by publicly-traded companies. Mr. Dirks is a Senior Adjunct Professor of Finance at Golden Gate University (2006-present). He was the director of research at McCullough, a value equity manager, from 2010-2012. He was a board member for the San José pension plan from 2011-2019. From his roles as an Adjunct Professor and Investment Consultant he has proven his ability as a confident public speaker with the ability to convey technical concepts to diverse audiences. His corporate industry experience includes working at Cooper Industries (1987-1989), a Fortune 100 manufacturing company, and at Texas Instruments (1979-1985), a leading semiconductor manufacturing company. He continues to be active in the technology industry serving as an advisor to two early-stage technology companies. Mr. Dirks has provided expert witness services since 2004. From 2012 to 2017, he also provided investment consulting and expert witness services as part of Milliman, Inc., an international consulting firm. At Milliman, he was an advisor to defined benefit and defined contribution pension plans, endowments and foundations. Mr. Dirks joined Meros, a US microcap manager, as Head of Distribution in 2019. Prior to 2004, Mr. Dirks managed a long/short equity hedge fund (2000-2004) and sub-advised a portfolio for Davidson Investment Advisors (2001-2004). He managed a long/short equity portfolio for Harvard University’s endowment (1994-1999) which grew to $870 million. Mr. Dirks also worked for Odyssey Partners (1991-1993), a $2 billion hedge fund, and Feshbach Brothers (1989-1991), a $1 billion hedge fund.