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James W Lovely, BBA, MBA, JD Expert Witness
Curriculum Vitae

James W Lovely, BBA, MBA, JD

Lakeland, Florida

Contact Information

Phone: 863-398-9898

Email: Email this expert

Website: www.fpexpert.com

Specialties & Experience

General Specialties: Securities & Investments and Financial

Specialty Focus: Derivatives, Swaps, Options, Futures, ISDA/SIFMA/NAESB Documentation, Prime Brokerage Agreements, Foreign Currency, Financial Products, Municipal Bonds, Hedge Funds, Securitization, CFTC and SEC Compliance

Education: B.B.A, Finance, University of Miami; M.B.A., University of Pittsburgh; J.D., University of Virginia

Years in Practice: 26

Number of Times Deposed/Testified in Last 4 Yrs: 5

Additional Information

James Lovely provides expert witness, litigation support and consulting services concerning all types of derivatives and other capital markets products. His expertise encompasses both academic training and extensive legal and financial work experience involving the regulation, structuring, hedging, documentation, execution, management and termination of financial products, including futures, options, swaps, derivatives, and bonds, and ISDA documentation, repurchase agreements, liquidity facilities, structured financial products, commercial paper programs, TOB programs, securitizations, commodity financings, and prime brokerage arrangements. J.D., University of Virginia School of Law, May 1991. Law School - Order of the Coif (top 10%), Legal Writing Award (Fall 1988) M.B.A., Katz Graduate School of Business, University of Pittsburgh, July 1988. • Concentration in Corporate Finance, Investments, and Economics, Summa cum laude. Albert Wesley Frey Award (valedictorian), H.R. Young Fellowship (full academic fellowship), Phi Kappa Phi Fellowship, Financial Executives' Institute Award. B.B.A., University of Miami, May 1987. • Finance major, General University Honors, Summa cum laude. Isaac Bashevis Singer Scholarship (full academic scholarship), National Merit Scholarship, Beta Gamma Sigma and Phi Kappa Phi. Real World Experience (not just Ivory Tower) - as a senior executive and lawyer in an investment bank, a commercial bank, a derivatives dealer, a commodity pool, and large law firms. Skilled in Simplifying Complex Financial Products. Capable Translator - between lawyers and executive and financial officers on issues touching both the legal and financial worlds. • Admitted to practice law in New York, North Carolina and Florida. • CFTC/NFA Series 3 license (inactive). • SEC Series 7 and Series 63 licensed (each inactive). • Member, American Mensa References available upon request.