Register of Experts

FINANCE - General

Showing 3 Provider(s) found in General
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Advisors/Experts @ MCS Associates

Managing Partner

Norman Katz

17731 Irvine Blvd.
Suite 200
Tustin, CA 92780
Phone: (949) 263-8700 Fax: (949) 263-0770 Email: experts@mcsassociates.com Website: www.mcsassociates.com

Specialties

Nationally recognized banking/financial services consulting group (established 1973). Experienced litigation consultants/experts: bankers, consultants, economists, accountants, appraisers. Specialties: Banking operations; Lending policies and practices (all types); Real estate transactions/appraisal; Trust, Securities, Investments; Economic analysis; Valuations / damages assessment; forensic accounting, Actuarial analysis.

Degrees/Licenses

MBAs, PhDs, CPAs, ASA/MAIs.

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Baker Tilly

Partner

Frank A. Wisehart

505 Montgomery Street
Suite 600
San Francisco, CA 94111
Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: (415) 956-1405 Email: frank.wisehart@bakertilly.com Website: www.bakertilly.com

Specialties

Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and CONSULTING practice that specializes in the legal, corporate and insurance markets globally.
Its accountants and consultants have performed comprehensive financial investigations and valuations for over 40 years.
Bringing experience and expertise in a broad range of sectors to clients on every engagement, Baker Tilly's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. Their partners have a long history of serving as financial expert witnesses. They have testified as expert witnesses on the measurement of economic damages, business valuation issues and fraud examinations in dispute proceedings and litigation in State and Federal courts across the U.S.

Degrees/Licenses

CPA's, ABV's, CFF's, CFE's, MAFF's

Formal Education

MBA, Cornell University; BS, Business Administration, Miami University

Prof. Affiliations

Baker Tilly International

Prior Expert

Frank Wisehart is a court approved expert witness with over 25 years of experience in: forensic accounting; business valuation; IP valuation; family law; transaction due diligence; damages; bankruptcy/reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.

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.

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