Register of Experts

FINANCE - General Securities

Showing 3 Provider(s) found in General Securities
Featured Lister

Norman Katz

Managing Partner

Advisors/Experts @ MCS Associates

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

Barbara Luna

Partner

White, Zuckerman, Warsavsky, Luna & Hunt

15490 Ventura Blvd., Suite 300, Sherman Oaks, CA, 91403
Phone: (818) 981-4226 Fax: (818) 981-4278 Email: expert@wzwlh.com www.wzwlh.com

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

Prior Expert

***Names to be included under Barbara:

Dean Atkinson, Partner (who is a CPA, CFE and ABV),
John Luna, Partner (who is a CPA, CFE, ABV, JD and MBA),
Venita McMorris, Partner (who has an MA in Economics).

All the degrees and licences of the above names should be included in the Degree/Licence section.

John S. Preston

Attorney

Law Offices of John S. Preston

1060 Clarendon Cr., Oakland, CA, 94610
Phone: (510) 289-0766 Email: johnprestonmediation@gmail.com www.johnprestonmediation.com

Specialties

(A) Specializing w Mediation + Arbitration regarding CAR purchase and sale agreements; Real Estate - all aspects of Real Estate law/practice incl: Buyer & Seller Disputes; Easement, Options, Inspections, Partitions, Construction, Broker Disclosure, Standards of care, Limited Partnerships: Purchase and Sale Contracts, Mortgage and Lending Practices;
(B) Attorney Fee Disputes, Trial testimony regarding reasonable fees has included Lodestar method, Laffey Matrix, Vague & Duplicate billing entries, Block Billing, ambiguous hourly rates. (C) Law Firm Dissolution, Mediation/dispute resolution.

Degrees/Licenses

BA, JD, Real Estate Broker (1994), Certified Mediator (UC Berkeley) 87237.

Formal Education

BA, Economics, Syracuse University, 1969; JD, Law, University of Wisconsin, 1972. Wisconsin Law Review.

Reg/Lic

Licensed Real Estate Broker, State Bar (CA)

Previous/Current Position

General Counsel and Chief Financial Officer for Fayette Manufacturing Corp. Duties included loan agreements, investment prospectuses, limited partnerships and every aspect of corporate troubleshooting, as well as commercial leases, easements, licenses and managing law firms (including reasonable billing practices and fees). Panelist Mediator, Bay Area Counties, regarding attorney fee disputes. Conducted in excess of 200 mediations and arbitrations.

Honors/Awards

University of Wisconsin Law Review, 1972. Current member, SF INNS of Court.

Prof. Affil.

CA State Bar Association; AAA, PSA and NYSE arbitration and East Bay county mediation panels.

Prior Expert

(A) RE Expert testimony in over a dozen trials: 20+ yrs testimony. Acted as: Principal, RE Broker, General/Limited Partner, Litigator, Appellate Lawyer, Arbitrator & Mediator. Credentialed Testimony Includes: CAR contracts; "Attorney Fee Clauses" and determination and award of reasonable legal fees, "Agency Relationships" (& other normally inadmissible contractual matters). Credential Expert Testimony includes determination of reasonable and necessary attorney fees during retention using a variety of factors. (B) Arbitrated/Mediated 250+ cases (many with Atty Fees Provisions & Awards).

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