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BUSINESS/MANAGEMENT - General

Showing 2 Provider(s) found in General
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Marty Dirks, MBA

Consultant and Expert Witness

Investment Strategy & Analysis

268 Bush Street
#3631
San Francisco, CA 94104
Phone: (415) 845-7829 Fax: (253) 248-0027 Email: mdirks@isacm.org Website: www.isacm.com/

Specialties

Complex litigation related to investments: Stock Selection, Investment Manager Selection, Due Diligence; Private Equity; Venture Capital and Hedge Fund Investments; Short Selling; Fraud and Ponzi Schemes; Defined Benefit and 401(k) Pension Plans; Alternative Investment Strategies and Implementation; Materiality of Information; Insider Trading; Damages; Lost Profits.

Degrees/Licenses

MBA

Formal Education

MBA, Finance and Investments, Harvard Business School; BS, Physics, Bemidji State University.

Registration and Licenses

Non-Public Arbitrator, Financial Industry Regulatory Authority (FINRA); California Registered Investment Advisor (inactive) FINRA series 65 (inactive).

Previous/Current Position

Consultant and Expert Witness, Investment Strategy & Analysis; Senior Investment Consultant, Milliman/Sole Consultant to Endowments, Foundations, Defined Benefit Pension Plan and 401(k) Plans; Adjunct Professor of Finance, Golden Gate University; Director of Research, McCullough & Associates; Long/Short Equity Portfolio Manager, Harvard University's Endowment; Head of Distribution, Meros Investment Management.

Honors/Awards

Judge, Pension Bridge 2019 & 2020 Institutional Asset Management Awards; Member, Investment Committee, San Francisco Zen Center Retirement and Endowment Funds; Ellis/LeBaron Fellowship, Harvard Business School; Named to Advisory Boards for several Early-Stage Companies; Board Member, Federated Retirement System for the City of San José (prior).

Prof. Affiliations

Member, Harvard Business School Forum; Voting Member, Securities Experts Roundtable; Advisory Board, Silicon Valley Venture-Private Equity Capital Roundtable (prior).

Publications

"Cypress Semiconductor Corporation and SunPower Corporation," (case and teaching note), Ivey Publishing, September 14, 2009, available at Harvard Business Publishing Education; "Selling Short: Green Mountain Coffee Roasters," (case and teaching note), Ivey Publishing, August 21, 2017, available at Harvard Business Publishing Education; "PIMCO StocksPLUS and StocksPLUS Absolute Return Analysis Report," Contra Costa County Employees' Retirement Association, June 16, 2014.

Prior Expert

Marty Dirks is a court approved Expert Witness and has acted as an Expert Witness in complex Financial Litigation since 2005. In 2019, he served as a Materiality Expert for three large class-action cases. He is recognized as an excellent communicator, who clearly explains complex topics to non-expert laypersons.

Brian H. Kleiner PhD, MBA

Professor (Emeritus) of Human Resource Management

at prestigious CA university

551 Santa Barbara Avenue
Fullerton, CA 92835-2463
Phone: (714) 879-9705 Alternate: (714) 595-1891 Fax: (714) 879-5600 Email: bkleinerphdmba@gmail.com

Specialties

Compliance of organizational policies, procedures, and practices with standards of human resources management; preventing and investigating complaints concerning sexual harassment and other forms of discrimination and harassment; ADA, interactive process, reasonable accommodation; CFRA, FMLA, workers’ compensation; retaliation, discipline, wrongful termination; negligent hiring/retention/supervision; independent contractor vs. employee classification; compensation, wage & hours, benefits/pensions; performance evalution, promotion selections, workforce- reductions; workplace violence, safety, OSHA.

Degrees/Licenses

PhD, MBA, BS

Formal Education

PhD Management, University of CA, Los Angeles: 1977; MBA, Management, University of CA, Los Angeles; BS, Business Administration, Drexel.

Registration and Licenses

Lifetime California Community College Instructor Credential in both Business Management and Psychology.

Previous/Current Position

Human resources manager for Ford Motor Company; consultant to over 100 organizations concerning how to improve human resource management policies and practices.

Honors/Awards

2015, 2014, 2013, 2012 & 2011, Received university research award for quality of articles published in the most recent five years. 2008, Favorably featured in Employment Law Verdict Reports. 2007, Profiled in Bender's California Labor & Employment Bulletin. 2001, Outstanding Scholarly and Creative Activity Award. 2000, Faculty Merit Award. 1998, Creative and Scholarly Activity Award. 1997 and 1996 Performance Award. 1996, "Teacher Scholar" Award. 1995-96, Taught first graduate Managing Human Resources and Human Behavior in Organizations courses ever to be publicly televised. 1993. Nominee for Bradford Outstanding Educator in United States Award. 1992, Finalist for Outstanding Faculty Award, SBAE. 1986-90, Meritorious Performance Award. Selected for Marquis' Who's Who in Business Higher Education, Who's Who in Finance and Industry, Who's Who in California, and Who's Who in the World.

Prof. Affiliations

Society For Human Resource Management; Society for Nonprofits.

Publications

Over 500 in high quality professional and peer-reviewed academic journals. These Include “When it's time to say good-by: how to discharge workers without legal hassles," and "Workplace reduction guidelines," which was reproduced in a college textbook titled "Taking Sides: Clashing Views in Management,” published by McGraw-Hill. Also, "Designing Effective Performance Appraisal Systems," one of the most downloaded articles of all time, with over 12,500 downloads.

Prior Expert

Have been retained in over 1,000 cases and have given trial/arbitration testimony over 80 times for plaintiffs and defense in over 15 California federal and state courts.

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