Specialties

Employment discrimination; Executive and employee compensation; Lost wages/benefits; Employability; Performance appraisal; Personnel policies/procedures; Wrongful termination; Determination of "reasonable employee compensation" in business taxation/divorce cases (spouse working in family-owned business), overtime exemption.

Degrees/Licenses

MBA, CCP.

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.

Specialties

High quality, reasonably priced economic analysis/valuation in business, personal injury, wrongful death, employment discharge and marital litigation. Lost earnings, future care costs, labor/job markets consultation/studies. Develop/broker structured settlements.

Degrees/Licenses

BS, MS, MA, Cert. Earnings Analyst, Lic. Life Agent (CA).

Formal Education

BS, Finance, University of CA, Berkeley; MS, Finance, Boston University; MA, Counseling, St. Mary's College.

Registration and Licenses

Certified Earnings Analyst, Lic. Life Agent (CA).

Previous/Current Position

Vice President, The Udinsky Group. Adjunct Professor of International Investments, Dominican College. Adjunct Professor of Money and Banking, Statistics and Management, European Business School; Board Member, Bay Area Psychotherapy Training Institute.

Honors/Awards

Graduated first in Boston University Master's program. Honor's Student's Society, University of CA, Berkeley.

Prof. Affiliations

American Society of Appraisers (Business Valuation); American Rehabilitation Economics Association; American Economic Association; Career Planning Faculty Committee at Dominican College.

Publications

The Economics of Employment Discharge.

Prior Expert

30+ years experience in analyzing losses in Business, Personal Injury, Wrongful Death, Employment Discharge, Marital Litigation.

Specialties

Economic damages, lost profits, business valuations, construction defect claims, labor disputes, personal injury, family law and trust/estate matters. Over 15 year's forensic accounting/expert witness experience in San Francisco Bay Area.

Degrees/Licenses

CPA; CFF; ABV.

Specialties

Expert witness testimony for complex litigation involving damage analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings, lost value of business, forensic accounting, fraud investigation, and investigative analysis of liability. 500+ times testifying as an expert witness at trial and arbitration. Excellent communications with extensive testimony experience throughout CA and other states. Experts hold PhDs, MBAs, JD's, CPAs, ASAs, CVAs, ABVs, CGREAs, CFFs and CFEs. Prior "Big Four" accounting firm experience. Areas: Accounting, breach of contract, breach of fiduciary duty, business interruption, business dissolution, cash flows available for support, class actions, construction defects + economic damages, delays and cost overruns, elder abuse, false advertising, fraud, insurance, intellectual property including trademark, patent and copyright infringement, and trade secrets, lemon law, lender liability, misrepresentations, partnership disputes, personal injury, product liability, professional malpractice, real estate disputes, securities litigation, tracing, trusts & estates, unfair competition, valuation of businesses, white collar crimes, and wrongful termination.

Degrees/Licenses

PhD, CPA, CFE, ASA, CVA, ABV, CGREA.

Formal Education

PHD - Applied Math - Harvard
MBA/JD - UCLA