
Analysis Group proudly congratulates Managing Principal Aaron Yeater on winning the Economist of the Year award presented by Global Competition Review (GCR) during its annual GCR Awards.
Analysis Group was retained by Hogan Lovells on behalf of Walmart in its acquisition of smart TV developer Vizio. The $2.3 billion proposed transaction included Vizio’s SmartCast operating system for connecting customers with advertisers.
Professor Chevalier is an expert in industrial organization, finance, and competitive business strategy. She has provided expert testimony and been deposed in several major antitrust matters, including State of New York v. Intel Corporation, in which she assessed the business strategies of competitors in the semiconductor industry and evaluated market outcomes. An affiliate with Analysis Group, Professor Chevalier, supported by Analysis Group teams, recently served as an expert in litigation involving online search databases, and in several matters involving entertainment industry issues related to rights, prices, and competition. She has also assisted a number of major technology firms with analyses of competition and antitrust issues. Professor Chevalier's academic research focuses on the economics of electronic commerce, the interaction between firm capital structure and product market competition, and price seasonality and cyclicality. Her research has been featured in Slate magazine and on National Public Radio. Professor Chevalier is also an elected member of the American Academy of Arts and Sciences. She is a former member of the American Economic Association's (AEA) Executive Committee and a former board member of the organization's Committee on the Status of Women in the Economics Profession. In 1999, she won the first biennial Elaine Bennett prize, given by the AEA in recognition of research by a woman in any area of economics. Professor Chevalier is an active author. She has published articles in the American Economic Review; Journal of Industrial Economics; Journal of Business; Quarterly Journal of Economics; Journal of Finance; Journal of Law, Economics, and Organization; and Journal of Political Economy. She is a former coeditor of the Rand Journal of Economics and has served as a coeditor of the American Economic Review, editor of the B.E. Journal of Economic and Policy Analysis, advisory editor of Quantitative Marketing and Economics, and associate editor of numerous journals.
)Dr. Befurt is an expert in applying marketing research methods to litigation matters and strategic business problems. He specializes in developing survey experiments and choice modeling approaches in consumer surveys. He has served as an expert witness in survey and sampling matters, and has assisted academic affiliates in survey conceptualization, administration, and evaluation. Dr. Befurt’s many clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), the Office of the Attorney General of New York, Microsoft, Oracle, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, Cree Lighting, Research In Motion, and Nestlé. He has testified at numerous depositions and trials.
As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, trademark disputes, consumer disclosures, product liability, false advertising, brand reputation, and sampling. He has extensive experience developing experimental studies and usage surveys, as well as modeling consumer choice, including conducting and examining conjoint analyses. Dr. Befurt’s work also includes the evaluation and application of market research techniques in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex survey data, and created tools to allow clients to understand consumer preferences and market forces through market simulations. Dr. Befurt’s experience spans over two decades and includes numerous projects for automobile manufacturers in Europe and the US.
)Professor Amir is an expert on consumer behavior – specifically, decision-making mechanisms and their influences on online and offline marketplaces, pricing and promotion strategies, and consumer preferences. His research has also addressed judgment, behavioral economics, risk and uncertainty, and the psychology of money. Professor Amir has been retained as an expert witness and testified at deposition in numerous cases, including consumer protection, trademark, and false advertising/packaging matters. He has also consulted to and conducted market research for companies in the life sciences, biotechnology, media, gaming, and defense industries. Professor Amir’s research has been published in the Journal of Consumer Research, the Journal of Marketing Research, Marketing Science, and Marketing Letters. He frequently speaks on these subjects at conferences and invited talks. Professor Amir has received research grants from the Marketing Science Institute and the Robert Wood Johnson Foundation for his work on consumer choice and reasoning. Prior to joining the Rady School of Management, he was on the faculty of the Yale School of Management.
)Dr. Kirson is an applied health economist with extensive experience in health economics and outcomes research (HEOR), strategy and market access, and complex litigation matters. He specializes in the application of advanced statistical methods to the analysis of a variety of real-world and clinical data, as well as the development of advanced modeling tools. He has worked closely with many different stakeholders in the health care industry, including biopharmaceutical and device manufacturers, payers, government agencies, leading law firms, and academic experts. Dr. Kirson has managed numerous HEOR and strategy projects, including novel cost-effectiveness analyses, submissions to health technology assessment (HTA) organizations, the design of outcomes-based contracts, the analysis of pharmaceutical pricing, burden-of-illness studies, comparative-effectiveness research, and budget impact assessments. In the regulatory context, he has supported a successful 510(k) pre-market submission to the US Food and Drug Administration (FDA) on behalf of a medical device manufacturer, including the presentation of statistical analyses to an FDA advisory panel. In litigation, Dr. Kirson’s case work has included the evaluation of antitrust matters in the health care sector and the assessment of issues pertaining to the False Claims Act. His work has resulted in numerous conference presentations and peer-reviewed publications in leading journals such as Nature Reviews Drug Discovery, Health Affairs, Alzheimer’s & Dementia, and Diabetes Care, as well as various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Forefront, STAT, and Law360. Dr. Kirson served on the board of the ISPOR Boston Regional Chapter, including a term as the Chapter President. He is also a member of the editorial board of the journal Pharmacoeconomics Open.
)Professor Barasch is an expert in marketing and consumer behavior who uses surveys and experimental designs to study how technology influences consumer perceptions, memory, decision making, and social interactions. Her research focuses on interpersonal communication in online contexts, consumer perceptions of pricing information, and perceptions of fairness regarding the impact of technological innovations, and she has testified as an expert witness on consumer perceptions of advertising. Professor Barasch has published her research in academic journals such as the Journal of Consumer Research, the Journal of Marketing Research, and the Journal of Marketing, and her work has been featured in global press outlets including The New York Times, The Washington Post, The Atlantic, and Fast Company. Her research accolades include the Association for Consumer Research’s Early Career Research Award and the American Marketing Association’s Erin Anderson Award for an Emerging Female Mentor and Scholar. Professor Barasch is the director of the marketing Ph.D. program at the University of Colorado Boulder, where she supervises several doctoral students. Previously, she was an associate marketing professor at NYU Stern School of Business and a visiting professor at INSEAD.
)Dr. Chakraborty is an economist with an extensive background in economics, finance, accounting, and valuation. She has been retained both as an expert witness and as a consultant in a number of matters involving equity and fixed income securities, valuation, solvency, fraudulent conveyance, and economic damages. Dr. Chakraborty has conducted analyses in matters involving bankruptcy, mergers and acquisitions (M&A), tax and transfer pricing, international arbitrations, fraud, and theft of trade secrets and misappropriation. Her work has involved the development of financial and economic models, the evaluation of large datasets, and the application of statistical methods to a variety of complex problems. She has worked on matters involving companies in many industries, including financial services, energy, retail, and pharmaceuticals.
)Mr. Richard has more than 20 years of experience in institutional money management. He was a founder of Taurus Horizon Fund, where he was a managing partner and fund manager for the strategy. Previously, he served at State Street Global Advisors as a senior fixed-income portfolio manager. The assets under his management exceeded $15 billion dollars. Mr. Richard's investment expertise spans a variety of security types, including unsecured corporate credit and securitized structures (such as ABS, MBS, CMBS, and CDO). Over his career, Mr. Richard has also taken an active role in trading securities and performing due-diligence credit work on underlying collateral.
Mr. Richard has provided expert reports, rebuttal reports, deposition testimony, and trial testimony in a number of securities-related cases, opining on issues related to valuation, portfolio manager due diligence, investment suitability, and market conditions, among others. He has served as an expert witness in securities litigation in which he analyzed structured investment vehicles (SIV) on behalf of a large investment bank, and has opined on issues related to the residential mortgage-backed security (RMBS) market. He has also provided consulting services on matters related to auction-rate securities and embedded swap agreements within structured finance instruments. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.
)Dr. Bernard specializes in the application of microeconomics and statistics to a broad range of litigation matters, including in the areas of antitrust and finance. He has supported experts in cases related to antitrust liability, class certification, market definition, quantification of damages, and valuation. Dr. Bernard has also assisted with a range of expert reports, from industry analyses to quantitative and econometric assessments of liability and damages. His litigation experience spans a wide variety of industries, including agriculture, currency trading, energy, hospitality, industrial equipment, municipal bonds, pharmaceuticals, residential rentals, and telecommunications. Dr. Bernard has supported attorneys and experts in all phases of litigation, including pretrial discovery, expert reports, deposition, and trial.
)Professor Blouin is an expert on the role of taxation in firm decision making. Her research examines the effect of taxes on asset pricing, capital structure, corporate payout behavior, multinational firm behavior, and mergers and acquisitions. She has also examined the effects of investor tax-sensitivity on portfolio rebalancing, price pressure, and fund performance. Professor Blouin has provided expert analysis and testimony in tax shelter litigation on behalf of the US Department of Justice, and in pharmaceutical patent litigation regarding transfer pricing and the repatriation of earnings by multinational corporations and their affiliates. Professor Blouin’s research has been published in peer-reviewed journals that include the Journal of Accounting and Economics and National Tax Journal, and she is an editor of the Review of Accounting Studies and an associate editor of the Journal of Accounting Research. Her work has been cited in The Wall Street Journal, The New York Times, and the Financial Times, as well as on NPR. She is a recipient of the University of Pennsylvania’s Lindback Award for Distinguished Teaching and Wharton Teaching Excellence Award. Prior to her academic career, Professor Blouin was a tax manager with Arthur Andersen.
)Mr. Korman is an expert on issues related to finance, regulatory, antitrust, and class action matters, with extensive experience in securities litigation. His experience includes performing damages exposure analyses, supporting counsel in mediation, and supporting experts in their preparation of testimony and reports on class certification, liability, and damages issues in numerous Rule 10b-5 and Section 11 matters, including the securities fraud class action matter T. Jeffrey Simpson, et al. v. Homestore.com, Inc., et al. – one of the relatively few securities fraud matters that has proceeded to trial – and recent securities matters in the high-tech, health care, energy, and industrial sectors, among others. In the context of ERISA litigation, he has evaluated investment performance, fees, portfolio management, mutual funds, and stable value funds.
Mr. Korman has extensive experience analyzing market power in wholesale electric power markets. He has analyzed such markets in several M&A proceedings, and supported the preparation of numerous wholesale power market analyses related to company applications for market-based rate authority from the Federal Energy Regulatory Commission (FERC). He has also provided testimony on these issues to FERC on several occasions.
In addition, Mr. Korman has published on topics related to the energy and financial markets, including contributing a chapter titled “Federal Securities Acts and Areas of Expert Analysis” to the Litigation Services Handbook.
)Professor Dranove's research focuses on problems in industrial organization and business strategy, with an emphasis on the health care industry. He has published nearly 100 research articles and book chapters, and is the author of six books, including The Economic Evolution of American Healthcare, Code Red, and the textbook The Economics of Strategy, which is used by leading business schools around the world. Professor Dranove regularly consults with leading health care organizations in the public and private sectors. He also has two decades of experience performing and testifying about economic analyses in both litigation and regulatory actions. Most recently, he testified on competition issues for the US Department of Justice in the agency’s effort to block a proposed merger of two commercial health insurers. Professor Dranove concluded that the proposed transaction likely would result in higher prices and less innovation. He also has served on the executive committee and board of directors of the Health Care Cost Institute. Professor Dranove is on the review board of numerous prominent industry journals; he is the editor of the International Journal of Health Economics and Management and an associate editor of the RAND Journal of Economics. He is an elected member of the National Academy of Medicine.
)Professor Bail is widely recognized for his work in computational social science, which uses tools from data science to predict human behavior. His work leverages artificial intelligence and machine learning to examine substantive issues ranging from social media to consumer protection, bot detection, and digital forensics. Professor Bail’s research has led to new social media products and informed government legislation on the regulation of the technology sector in the US and internationally. He has served as an expert witness in litigation concerning a major social media company. Professor Bail’s work has been published in Science, Nature, and the Proceedings of the National Academy of Sciences, as well as profiled in several media outlets, including The New York Times, The New Yorker, NBC Nightly News, and the BBC. He is also the editor of the Oxford University Press Series in Computational Social Science. Professor Bail is the founder of the Summer Institute in Computational Social Science and helped launch Duke University’s interdisciplinary data science master’s program. He is a Guggenheim and Carnegie Fellow and has been awarded the Science Breakthrough of the Year Award by the Falling Walls Foundation. Prior to joining the Duke faculty, Professor Bail was the Robert Wood Johnson Foundation Scholar at the University of Michigan, as well as a visiting scholar at the London School of Economics and Political Science and the National Foundation of Political Science at Sciences Po.
)Dr. Chawla has more than 25 years of experience as an economist in the health care sector. Since joining Analysis Group in 2007, she has helped global biopharmaceutical, diagnostic, and medical device manufacturers - as well as development-stage companies - address product development and commercialization objectives, particularly as they relate to market access. Her work has spanned a wide range of therapeutic areas, including multiple indications in oncology. Her recent client work includes landscape assessments, economic modeling, and strategic plans to inform evidence generation in the context of product development and market access launch strategy; forecasts to help prioritize research and support licensing and venture funding discussions; payer research and advisory boards; and launch materials that communicate a product's clinical and economic value to support evidence-based reviews. Dr. Chawla recently led an engagement comprising a fully integrated market access strategy and related tactics to support the launch of a novel drug to treat an orphan disease.
Dr. Chawla's recent publications include an assessment of the impact of regulatory requirements for cardiovascular risk evaluation for diabetes therapies. She has served as a reviewer or referee for several journals, including Value in Health, Health Affairs, Health Services Research, Journal of the American Medical Association, and Journal of Business and Economic Statistics. Prior to joining Analysis Group, she was head of the health economics and outcomes research department at Genentech, Inc., where she also supported the oncology franchise.
)Professor Hylton has over 30 years of experience researching legal issues in antitrust, merger, and intellectual property cases. He is an expert on tort law, labor law, civil procedure, and empirical legal analysis. A prolific author, Professor Hylton has published 5 books and more than 100 scholarly articles on topics such as oligopoly pricing, the intersection of antitrust and intellectual property, and damages in patent infringement cases. He is an associate editor of the International Review of Law and Economics, a former contributing editor of the Antitrust Law Journal, coeditor of Competition Policy International, and editor of the Social Science Research Network’s Torts & Products Liability Law eJournal. Professor Hylton is a past president of the American Law and Economics Association, and previously served as the organization’s secretary-treasurer and vice president. He is a member of the American Law Institute and serves on the board of directors of the Pioneer Institute. Prior to joining Boston University, Professor Hylton was awarded tenure as a faculty member at Northwestern University School of Law and served as a research fellow at the American Bar Foundation.
)Mr. Richardson has more than 30 years of experience as a senior executive at institutional asset management firms, most recently as executive director of client service and business development and member of the global management team at Impax Asset Management Group. Throughout his career, Mr. Richardson has been responsible for overseeing the management of institutional investment portfolios of fixed-income, listed equity, and private securities. During the final decade of his tenure as head of Impax’s North American business, these portfolios were managed with a particular focus on the role of environmental, social, and governance (ESG) factors in investment management decisions. He has consulted to public and private companies in numerous industries, including financial services and insurance, on investment, governance, and compliance matters. Mr. Richardson has had oversight of a full range of investment portfolios offered through different fund vehicles, including 40 Act funds, commingled funds, collective trust funds, limited partnerships, and segregated accounts. He has been responsible for client, asset, and revenue growth, as well as new product initiatives and M&A. Mr. Richardson testified at deposition and trial, and has contributed to articles on sustainable investments for media outlets such as the Financial Times, The New York Times, and CNBC. Prior to his work with Impax, he co-founded Global Energy Investors, a private equity infrastructure firm, and Dwight Asset Management, an institutional fixed-income investment firm that was subsequently acquired by Goldman Sachs. He serves as a member of the Global Leadership Council for the World Resources Institute, and as a member of the President’s Council for Ceres. Mr. Richardson is a CFA charterholder.
)Professor Hart is a leading expert in contract theory, the theory of the firm, and corporate finance. In 2016, he and Professor Bengt Holmström were awarded the Nobel Prize in Economics for their work in contract theory. Professor Hart’s research centers on the roles that ownership structure and contractual arrangements play in the governance and boundaries of corporations. His recent work involves determining how parties can write better contracts, as well as how a new model of corporate governance can better incorporate the importance shareholders place on nonfinancial criteria.
Professor Hart has consulted to businesses and government entities, and provided expert testimony on contract and governance disputes in which he has evaluated the business purpose and economic substance of special purpose entities. As an expert on behalf of Qualcomm in Apple v. Qualcomm, he provided guidance on the optimal structure of contracts, and why and when they should be enforced. His book Firms, Contracts, and Financial Structure is a leading work in the fields of contract theory and corporate finance. He has published widely in peer-reviewed journals and contributed to the Financial Times and The Wall Street Journal. Professor Hart is a member of the IGM (Initiative on Global Markets) Economics Experts Panel of The University of Chicago Booth School of Business, and is affiliated with the Program on Corporate Governance at Harvard Law School’s John M. Olin Center for Law, Economics, and Business. He is a past president of the American Law and Economics Association.
)Dr. Betts specializes in the application of advanced biostatistics techniques in the field of health economics and outcomes research (HEOR). He has broad experience developing research strategies in a range of disease areas, including endocrinology, immunology, hematology, neurology, oncology, psychiatry, virology, and women’s health. Dr. Betts has developed and applied new research methods in the fields of individualized medicine methodology, meta-analyses/indirect comparisons, causal inference, Bayesian statistics, missing data problems, and risk prediction. His expertise includes the design and analysis of clinical trials, health economics modeling, indirect comparisons/network meta-analysis, causal inference, psychometrics, survey design, and retrospective database analyses (including administrative claims, electronic medical records, and registry data). Dr. Betts’s work includes developing risk-benefit analyses, cost-effectiveness models, and network meta-analyses for regulatory submission as well as treatment pattern and burden-of-illness research to support the launch of emerging products. His research has been published in peer-reviewed statistical, medical, and health economics journals and presented at clinical and economic research conferences.
)Professor Bosley is an economist specializing in microeconomics and behavioral economics, with a particular focus on examining the dynamics of multi-level marketing organizations (MLMs) in the US and worldwide, including the social and economic factors that influence participation in MLMs. She has been retained as an expert witness and testified at preliminary injunction hearings and trials in this area, and is frequently called upon to evaluate whether at-issue MLMs have misrepresented earning potential and whether they should be classified as pyramid schemes. Professor Bosley’s expert work has spanned numerous federal and state litigations, including before the Federal Trade Commission (FTC), the Securities and Exchange Commission (SEC), and the Washington State Office of the Attorney General. A frequent presenter at academic and industry conferences, she has also been featured in USA Today, as well as on the BBC, HBO, and NPR. Professor Bosley’s work has been published in numerous peer-reviewed journals, such as the Journal of Behavioral and Experimental Economics, The Journal of Consumer Affairs, and the Journal of Labor and Society. She teaches courses in microeconomic theory, behavioral economics, and econometrics, and has received multiple awards for her academic service and teaching. Prior to her career in academia, Professor Bosley was a consultant at Accenture.
)Mr. Jenson has extensive experience managing complex high tech capital equipment businesses for public and private equity companies. He has more than 30 years of experience in global manufacturing focusing on general management, marketing, sales, and product development. His experience includes automation systems, robotics, thin-film process equipment, material handling equipment, industrial equipment, and analytical instrumentation. Mr. Jenson has participated in numerous mergers and acquisitions (M&As), as part of both the acquiring firm and the acquired firm. His M&A experience includes investment target identification, valuation, due diligence, integration, and management of acquired companies. In his position as general manager of core technologies for Ocean Insight – a spectroscopy and imaging technology company – Mr. Jenson leads the global sales, marketing, and product development teams. Prior to his work with Ocean Insight, he led the $200 million waterjet cutting systems business segment of SHAPE Technologies Group, managed the $250 million compound semiconductor equipment business unit of Veeco Instruments, and served as a senior leader in automation solutions for the semiconductor and flat panel display industries at Brooks Automation. Mr. Jenson is also a veteran submarine officer of the US Navy.
)Dr. Robbins is a pharmaceutical and biotech executive with over 40 years of broad-based industry experience. In his role at Kodiak Strategic Consultants, he consults to a diverse group of pharmaceutical and biotech companies on clinical, regulatory, business development, and licensing issues. Dr. Robbins served as a CEO in residence at the University of Minnesota’s Office for Technology Commercialization and co-founded several biotech ventures. He is actively involved with a number of startups, including GigaMune, Neuropharma Meds, and Diastol Therapeutics. He served as the COO of Bullet Biotechnology, regulatory strategic advisor to GigaGen, and acting CEO of GigaMune, all of which have focused on novel immunotherapies targeting cancer and autoimmune diseases. Dr. Robbins has served as an expert in multiple antitrust matters, intellectual property cases, and contract disputes, and provided testimony at deposition, trial, and arbitration. Prior to his consulting career, he held several senior-level positions at brand and generic pharmaceutical companies, where he was responsible for the development of regulatory and clinical strategies that led to numerous new drug application (NDA), biologics license application (BLA), and abbreviated new drug application (ANDA) approvals by the US Food and Drug Administration (FDA). He has conducted analyses in therapeutic areas that include cardiology, oncology, endocrine/metabolic, women’s health, infectious diseases, radiology, and nuclear medicine and diagnostics. In addition, Dr. Robbins has experience assisting biotech startups with strategy and financing. He holds adjunct professorships in pharmacology at the University of Minnesota Medical School and the University of Minnesota College of Pharmacy, and his work has been published in numerous peer-reviewed scientific journals. Dr. Robbins serves on the Antitrust Council of the Minnesota State Bar Association.
)Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation in commercial disputes, mass arbitration proceedings, and regulatory investigations. Her work regularly involves critical examination of theories of liability, development of models to quantify damages, and both quantitative and qualitative analyses in response to allegations of negligence or punitive damages. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies.
A particular focus of Ms. Comeaux’s work is mass arbitrations, including those related to allegations of false advertising, privacy violations, and data breaches. In these matters, she has used her expertise analyzing large, complex datasets to determine the merits of plaintiffs’ claims, the nature and extent of the alleged harm, and the quantification of damages, and to provide support for arbitration proceedings and settlement negotiations.
Ms. Comeaux has also consulted to clients on damages issues through all phases of the litigation process, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has supported a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. She also has expertise in organizational assessments that address theories of liability in the context of a wide range of commercial disputes and regulatory investigations, including allegations that organizations prioritized “profits over safety” and that organizations knew about or should have foreseen an outcome before it occurred.
Ms. Comeaux also has an active pro bono practice focused on housing for the homeless.
)Professor Baker is an expert in health care economics, including the effects of regulation on health care markets, physician market structure, the effects of managed care and insurance market competition on health care delivery and spending, and the determinants and impact of medical technology adoption. He has served as a consultant and advisor to health plans, government programs and public initiatives, and firms providing health care services and developing new health care products. Professor Baker’s research has been published in leading academic journals, including JAMA, The New England Journal of Medicine, American Economic Review, and the Journal of Health Economics. He is an elected member of the National Academy of Medicine and the recipient of the American Society of Health Economists’ ASHEcon Medal, which recognizes the top American health economists age 40 or under. Professor Baker’s studies of the relationships between area characteristics and health care delivery have twice won the NIHCM Foundation Health Care Research Award.
)Mr. Laliberté specializes in biostatistics and the economics of health outcomes research. He investigates multiple facets of health research, including safety, cost of illness, resource utilization, adherence to therapies, cost effectiveness, and treatment outcomes. Mr. Laliberté’s varied research has examined numerous forms of mental illnesses, respiratory diseases, cancer, cardiovascular diseases, and rare diseases. His expertise includes the retrospective database analysis of claims and electronic medical records, as well as clinical trial data analyses. He has implemented innovative data solutions such as Komodo Health, Mass General Brigham’s Research Patient Data Registry, and IQVIA to address clients’ research questions. Mr. Laliberté’s research has been presented at conferences of the American Heart Association (AHA) and the American Society of Clinical Oncology (ASCO), among others. He has published over 100 papers in medical journals, including CHEST, the American Journal of Hematology, and the Journal of Affective Disorders.
)Dr. Borek specializes in the application of microeconomics, finance, and statistics to litigation and complex business problems. He has managed economic analyses presented in numerous intellectual property, antitrust, consumer harm, finance, and tax disputes. Selected cases where the economic analysis played a central role include the following:
- Dr. Borek led an Analysis Group case team in support of economic, marketing, and accounting experts who provided damages testimony on behalf of Samsung Electronics in a patent dispute with Apple, Inc. After finding infringement, a San Jose, California jury ordered Samsung to pay $119.6 million in damages, far short of the $2.2 billion sought by Apple.
- Dr. Borek also led a case team in support of marketing experts who provided testimony on behalf of Samsung Electronics in an earlier patent dispute with Apple. Citing this testimony, a federal judge in California denied Apple's motion to obtain a permanent injunction against several smartphones and tablets marketed by Samsung Electronics, because Apple had failed to establish a causal nexus between Apple's patents and the demand for Samsung's products. The decision was upheld on appeal.
- Dr. Borek led a case team in support of economic, finance, and accounting experts who provided trial testimony in support of the US Department of Justice in a tax dispute with Wells Fargo. Citing the expert testimony extensively, a federal judge in Minnesota disallowed Wells Fargo's tax refund related to $423 million in claimed capital losses because the underlying corporate reorganization lacked business purpose and economic substance. The decision was upheld on appeal.
- Dr. Borek led a case team in support of a marketing expert who provided testimony on behalf of Google in a class certification proceeding involving users of Google's AdWords service. A federal judge in the Northern District of California denied the plaintiffs' motion for class certification. The decision, which referenced the expert testimony extensively, noted that "individualized issues of restitution permeated the class claims."
- Dr. Borek led a case team in support of finance, economic, accounting, and corporate governance experts retained on behalf the former CEO of a leading technology company accused of backdating employee stock options. The multiple associated investigations were resolved through a deferred prosecution agreement.
- Dr. Borek has led case teams in support of multiple marketing experts retained to provide testimony in support of successfully culminated mergers.
Dr. Borek also serves as a Senior Policy Scholar at the Center for Business and Public Policy in Georgetown's McDonough School of Business, and previously held positions with Ernst & Young's Corporate Finance practice and Chernivtsi State University in Ukraine, where he taught international trade and international finance. His research, presented in journals and before professional and academic audiences, has focused on innovation, industrial organization, international trade, labor economics, and corporate governance.
)Dr. Brackley is board certified in internal medicine and an expert in patient and medical safety. Her deep knowledge of clinical trial management includes clinical events committees and safety event reviews, as well as pharmacovigilance, post-market processes, field actions, and risk management. She has consulted on these issues to medical device, diagnostic, and pharmaceutical companies for over a decade. Dr. Brackley’s expert experience includes providing medical insight, post-market surveillance, and pharmacovigilance expertise in complex legal matters, in which she has submitted expert reports and testified at deposition; supporting legal teams in their review and understanding of complex medical and epidemiological issues; and reviewing medical records, complaints, and regulatory submissions. She has provided safety oversight and medical review expertise in clinical studies, and developed processes for clinical trial adjudication and data safety monitoring boards. In addition, Dr. Brackley has created strategies for developing and optimizing medical safety groups in the medical device, diagnostic, and pharmaceutical industries, including processes, procedures, organizational structure, implementation, and rollout. Earlier in her career, as a vice president and medical safety officer at Boston Scientific, she provided safety oversight and safety vigilance throughout the product life cycle and was involved in strategic decision making across all products worldwide. Prior to her roles in industry, Dr. Brackley completed a residency in internal medicine. She is a member of the American Medical Association, the Massachusetts Medical Society, and the Regulatory Affairs Professionals Society.
)Mr. Beach has more than 30 years of experience valuing businesses; rendering fairness opinions; and negotiating, structuring, and closing mergers and acquisitions (M&A), financings, strategic alliances, and joint ventures. During his career, he has closed over 100 M&A transactions and over 100 financings for companies in the technology, health care, consumer products, and financial services industries. He has frequently served as an expert witness in complex litigation matters involving shareholder rights and valuation, and has testified several times in Delaware Chancery Court. As founder and president of Business Consulting Group, LLC, Mr. Beach oversees the firm’s valuation and advisory work for corporate transactions. Earlier in his career, Mr. Beach was head of corporate finance for KPMG and head of investment banking at Advest, Inc. In addition, he was president and co-founder of Boston Corporate Finance, a boutique investment banking firm focused on providing M&A, capital-raising, and general advisory services to global companies in the technology sector. He has served on the board of numerous companies and organizations, and has advised many companies on their strategic development and direction. Mr. Beach has been a guest lecturer at Harvard Business School, Cornell University, and Dartmouth College. He has been a certified public accountant and is a registered principal with the Financial Industry Regulatory Authority (FINRA).
)Mr. Lefebvre specializes in the application of biostatistics and economics of health outcomes research. He has conducted and directed numerous studies in pharmacoeconomics, epidemiology, and health outcomes research in a variety of therapeutic areas such as anemia, asthma, cardiovascular diseases, chronic obstructive pulmonary disease, diabetes, genetic syndrome, hematology, hypertension, infectious diseases, myelodysplastic syndromes, neurological disorders, obesity, oncology, renal diseases, respiratory diseases, and women’s health. His recent work in the health care sector includes numerous clinical trials and medical claims data analyses to investigate resource utilization patterns, patient-reported quality of life, clinical effectiveness, direct medical and indirect productivity costs of a disease burden, and cost-effectiveness associated with the use of pharmaceuticals.
His extensive research is reflected in over 100 peer-reviewed publications in prominent clinical and health economics journals, such as Neurology, Journal of Allergy and Clinical Immunology, Journal of the American Society of Nephrology, Cancer, Hypertension, American Journal of Managed Care, Journal of Managed Care Pharmacy, Value in Health, and PharmacoEconomics. His scientific research has also resulted in numerous presentations at health care conferences as well as presentations to the FDA and CMS, and has included several high-profile studies publicized in the media, including a recent article on the economic burden of vasomotor symptoms in post-menopausal women cited in The Wall Street Journal blog Pharmalot.
Mr. Lefebvre has also served as a peer reviewer for several journals, including CHEST, Annals of Oncology, Clinical Journal of the American Society of Nephrology, Allergy & Asthma Proceedings, Journal of Managed Care Pharmacy, American Journal of Managed Care, Value in Health, and PharmacoEconomics. He is also a member of the International Society of Pharmacoepidemiology and the International Society of Pharmacoeconomics and Outcomes Research. Prior to joining Analysis Group, Mr. Lefebvre was an economist with the Québec Ministry of Finance.
)An accomplished practicing physician, Dr. Jha is a global expert on public health and health policy. A leader in the area of pandemic preparedness and response, he was appointed White House COVID-19 Response Coordinator by the Biden administration. In this role, he led work to increase the development of and access to treatments and vaccines, improve testing and surveillance, facilitate major investments in indoor air quality measures, and put in place an infrastructure to respond more effectively to disease outbreaks. Dr. Jha’s research focuses on improving the quality and cost of health care delivery, using global health policies to address the challenges of the COVID-19 pandemic, and crafting better policy to improve health outcomes in the US and worldwide. He has published hundreds of research publications in peer-reviewed journals and has consistently been ranked in the top 1% of most cited researchers. Prior to joining the Brown School of Public Health, Dr. Jha was a professor at the Harvard T.H. Chan School of Public Health and Harvard Medical School. He also served as the faculty director of the Harvard Global Health Institute and held various leadership roles at the Harvard T.H. Chan School of Public Health. Dr. Jha currently serves as a member of the BMJ international advisory board and has been a member of the National Academies of Sciences, Engineering, and Medicine since 2013.
)Ms. Comstock has extensive experience applying economic and financial analyses to litigation and other complex business situations. She has assisted clients in all phases of the litigation process, including fact and expert discovery, trial preparation, and settlement negotiations. Ms. Comstock’s case work has involved litigation related to the high-profile bankruptcies of several firms. She has provided consulting support and supported experts in cases related to the alleged manipulation of different benchmark rates, including evaluations of the effects of alleged manipulation on the value of different derivatives and securities. She has also provided consulting and expert support in matters involving alleged violations of Rule 10b-5 and Section 11, and on matters related to mortgage-backed securities. Ms. Comstock has supported experts in ERISA-related litigations, alleged breach of contract matters, and other business and valuation disputes.
)Professor Rock is an expert in corporate law and corporate governance. He coauthored the book The Anatomy of Corporate Law: A Comparative and Functional Approach, and has published numerous articles on topics such as poison pills, politics and corporate law, hedge funds, corporate voting, proxy access, corporate federalism, and mergers and acquisitions. Prior to joining the NYU faculty, Professor Rock taught at the University of Pennsylvania Law School, where at various times he served as co-director of the Institute for Law and Economics, associate dean, senior advisor to the president, and provost and director of open course initiatives. He has held visiting professorships at NYU and Columbia University, and was a Fulbright Senior Scholar at Hebrew University. Prior to his academic career, Professor Rock worked as an attorney specializing in complex antitrust, corporate, and securities litigation. In January 2019, the American Law Institute named him Reporter for the Restatement of the Law, Corporate Governance.
)Professor Hubbard is a leading expert in public economics, corporate and institutional finance, macroeconomics, antitrust, and industrial organization. He has provided trial and deposition testimony in numerous litigation matters, including more than a dozen cases in the Delaware Chancery Court. He has also served as a testifying expert in several high-profile finance- and securities-related cases, as well as on damages issues in antitrust matters. Professor Hubbard has consulted to several government and international agencies, including the US Department of the Treasury, the US International Trade Commission, the US Securities and Exchange Commission, the World Bank, the Board of Governors of the Federal Reserve System, the Federal Reserve Bank of New York, and the Congressional Budget Office. From 2001 to 2003, he served as chairman of the President’s Council of Economic Advisers.
Professor Hubbard has published more than 100 scholarly articles and coauthored several books, including the widely used textbook Money, the Financial System, and the Economy. His commentaries have appeared in Businessweek, The Wall Street Journal, The New York Times, the Financial Times, and The Washington Post, as well as on PBS television and NPR radio business programs. A frequent speaker, Professor Hubbard has presented his research at economic conferences throughout the world.
)Ms. Cotton has extensive experience conducting complex quantitative and qualitative analyses of data in both mergers and litigation matters. She has supported experts from leading universities and managed case teams in a broad range of industries on matters related to antitrust, bankruptcy, class certification, intellectual property, securities, survey design, tax, and transfer pricing. Her recent case work has included assessing competitive effects in major antitrust matters and mergers; analyzing Federal Trade Commission (FTC), US Department of Justice (DOJ), and Canadian Competition Bureau (CCB) merger compliance, including assistance with Hart-Scott-Rodino (HSR) filings, second requests, divestiture analysis, advocacy, and merger trial testimony; managing the independent evaluation of large-scale transaction and customer datasets in major antitrust matters; examining damages issues in a data breach context; and determining arm’s-length pricing in a large US transfer pricing matter. Ms. Cotton also has substantial experience evaluating questions of commonality and typicality in the context of privacy, technology, data breach, pharmaceutical, medical device, and overcharge class actions.
)Professor Blanchard’s research combines experiments with observational data analyses to study how consumers make complex decisions about finance and technology. He serves as a marketing and research expert in commercial litigation and advises financial services and technology companies on business strategies and research. Professor Blanchard is the director of Georgetown’s M.B.A. Certificate in Consumer Analytics and Insights program, and he teaches courses on research design, surveys, and quantitative analyses to undergraduate, graduate, and executive education program students. He has been named among the best 40 business professors under 40 by Poets&Quants, and a Young Scholar by the Marketing Science Institute.
Professor Blanchard is an associate editor of the Journal of Marketing Research, the Journal of Consumer Research, and the International Journal of Research in Marketing, and he has published articles in a number of prominent marketing journals. Professor Blanchard’s research and perspectives on consumer finances and technology have been featured in media outlets such as Forbes, Fortune, Harvard Business Review, NerdWallet, The New York Times, Marketplace, and NBC News. In addition to serving on the Georgetown faculty, he served as a member of the American Marketing Association’s Academic Council, and held visiting positions at Dartmouth College and Columbia University.
)Professor Keller is an expert on marketing management, branding, and brand equity. His research focuses on improving marketing strategies through an understanding of consumer behavior, as well as on the design, implementation, and evaluation of integrated marketing communication programs. Professor Keller has served as brand advisor to a number of large corporations, including Accenture, American Express, Disney, Ford, Intel, Levi-Strauss, L.L. Bean, Nike, Procter & Gamble, and Samsung. He has published over 120 papers in peer-reviewed journals such as the Journal of Marketing, the Journal of Marketing Research, and the Journal of Consumer Research. He also authored the widely used textbooks Marketing Management (with Philip Kotler) and Strategic Brand Management. Professor Keller has received numerous awards for his research accomplishments, and has conducted marketing seminars for executives in a variety of forums. He previously held faculty positions at the University of California, Berkeley; Stanford University; and the University of North Carolina at Chapel Hill.
)Dr. Lewis provides economic analysis and expert witness support in a wide range of litigation matters, including antitrust, class certification, and health care cases. His case work has involved cartel allegations in a variety of industries, alleged horizontal and vertical restraints by manufacturers in the technology and construction industries, antitrust claims against brand and generic drug manufacturers, and transfer pricing disputes. Prior to joining Analysis Group, Dr. Lewis was a manager in the economic and statistical consulting group of a financial advisory firm.
)Professor Christoffersen’s research focuses on mutual funds, hedge funds, and the role of financial institutions in capital markets. She has been retained as an expert in litigation matters to address topics such as mutual fund market timing and trading strategy issues. She has published in a number of finance journals, and her work has been cited in The New York Times, the International Herald Tribune, Bloomberg News, and The Wall Street Journal. Professor Christoffersen has received grants from Canada’s Social Sciences and Humanities Research Council, the Montreal Financial Mathematics Institute, and the Quebec Research Funds, as well as research awards from Q Group, the Bank of Canada, the BSI Gamma Foundation, INQUIRE, and the Swiss Finance Institute. Prior to joining the faculty at the University of Toronto, she held positions at McGill University, Copenhagen Business School, and the Department of Finance Canada.
)Professor Rossiter is an expert in health economics who has testified or served as an expert in the following areas: competition in the financing and delivery of health services; reimbursement economics, especially for Medicare, Medicare Advantage, and Medicaid; managed care organizations; prescription medicines; survey research; and health information analytics. Professor Rossiter is the former secretary of health and human resources for the Commonwealth of Virginia. In that role, he was responsible for over 15,000 employees in 13 agencies (including 10 state mental hospitals), brought major information technology projects in the Secretariat to national prominence, and made major reforms in Virginia Medicaid. He also served as deputy for policy to the Administrator of the Centers for Medicare and Medicaid Services (CMS). As deputy, he created and directed a new payment system for US hospitals under Medicare, was responsible for the CMS strategic plan, and formulated all agency policy initiatives through the federal legislative process.
Prior to joining the William & Mary faculty, Professor Rossiter was a professor of health administration at Virginia Commonwealth University. He served on the board of regents of the National Library of Medicine, National Institutes of Health; on the board of directors of AcademyHealth; and as chair of the board of directors of the Coalition for Health Services Research, the lobbying arm of AcademyHealth, during the passage of the Affordable Care Act. He has also served on numerous advisory groups, including the National Advisory Council for Healthcare Research and Quality, and is currently a trustee and chair of the Williamsburg Health Foundation. Professor Rossiter is the author or editor of 15 books, and the author of over 50 journal articles on health economics and the role of competition in the financing and delivery of health services.
)Dr. Chapsal is an economist who specializes in empirical and theoretical industrial organization. He has provided economic expertise in a large number of high-profile cases involving mergers, cartels, information exchanges, abuses of dominant positions, regulation, intellectual property matters, and damages quantifications. Recent examples include the Lafarge/Holcim and Fnac/Darty mergers, as well as airfreight, cathode ray tube, and elevator cartel cases. Dr. Chapsal has also assisted various firms in designing optimized pricing strategies and dealing with policy issues. His reports have been presented to the competition authorities of France, Germany, Austria, and South Africa; the European Commission; the Higher Regional Court of Düsseldorf; and the Court of Appeals, Conseil d’Etat, Conseil constitutionnel, and Tribunal of Commerce of Paris.
Prior to joining Analysis Group, Dr. Chapsal founded MAPP, a Paris- and Brussels-based economic consultancy, which was acquired by KPMG in 2018. Previously, he worked in a US competition economics consultancy. Dr. Chapsal regularly publishes articles on competition economics, on subjects ranging from the econometric analysis of cartels to geographic market delineation and exclusionary strategies. He is an affiliated professor at the Sciences Po Department of Economics and a member of the CESifo academic research network.
)Professor Jena is a health economist, practicing internal medicine physician, and professor of health care policy. His work involves several areas of health economics and policy, including the economics of medical innovation, the economics of physician behavior and the physician workforce, medical malpractice, and the economics of health care productivity. Professor Jena has been retained as an expert in several pharmaceutical and health care industry matters.
A prolific author, Professor Jena is the coauthor of the book Random Acts of Medicine, and he has contributed to more than 150 peer-reviewed articles and articles intended to increase patient understanding, published in outlets including The New England Journal of Medicine and The New York Times. He is a faculty research fellow at the National Bureau of Economic Research and serves on Harvard Medical School’s Standing Committee on Health Policy. Professor Jena is a recipient of the NIH Director’s Early Independence Award to fund research on the physician determinants of health care spending, quality, and patient outcomes, and a recipient of the International Society for Pharmacoeconomics and Outcomes Research (ISPOR) New Investigator Award. In 2018, he was listed among 100 great leaders in health care by Becker’s Hospital Review.
)For more than 25 years, Mr. Christensen has worked on high-stakes litigation matters with world-class experts, supporting their testimony at both bench and jury trials. His work has focused on valuation and appraisal matters, private equity disputes, antitrust and consent decree litigations, bankruptcy, and tax and transfer pricing dispute resolutions. Through his extensive experience, he has developed a deep understanding of the high-tech, digital advertising, pharmaceutical, media and entertainment, and finance industries. In addition to his litigation work, Mr. Christensen has also assisted in the preparation of numerous impact studies in the high-tech space on issues such as cloud computing and storage, broadband availability, virtual and augmented reality, artificial intelligence, and the metaverse. His clients have included Meta/Facebook, Google, GSK, AstraZeneca, JAB Holding Company, Bank of America, BNP, and Fidelity. Among his engagements are high-tech antitrust matters, a GSK transfer pricing dispute, the Nortel Networks bankruptcy, Delaware appraisal trial victories involving PetSmart and Panera, and rate-setting trials for BMI. Mr. Christensen is a CFA charterholder.
)Professor Cui specializes in using data analytics to assess the performance of operations and supply chain strategies in digital retail, digital entertainment, and platform markets. Her research focuses on causal-driven decision making, drawing on tools such as predict-then-optimize models, causal inference, causal machine learning, optimization, and economic analysis. She also serves as an Amazon Visiting Academic, working with the company’s Supply Chain Optimization Technologies team to build and implement supply chain decision models that have improved the purchasing experience of Amazon customers at lower supply chain costs, or with higher supply chain efficiency. Professor Cui has published dozens of papers on topics such as platform growth, procurement, pricing, fairness strategies, AI and its value creation, food delivery, information sharing, inventory availability information, logistics quality, and delivery speed. Professor Cui holds senior editorial positions at Management Science, Operations Research, Manufacturing & Service Operations Management, and Production and Operations Management. She has been designated as Goizueta Foundation Term Associate Professor, a distinction that is awarded to outstanding tenured research faculty. Prior to joining Emory University, Professor Cui was an assistant professor at the Kelley School of Business at Indiana University.
)Mr. Bodington specializes in the business and finance aspects of the electric power industry. He is the founder of a boutique investment banking firm that has provided M&A, financing, and restructuring advisory services to the energy sector for more than 25 years. Mr. Bodington has played a key role in more than 100 transactions with an aggregate value of more than $7 billion. In these engagements, he has led the purchase and sale of interests in power projects; arranged debt and equity financing for energy projects in development, construction, and operation; and advised owners and lenders on various capitalization, value, repayment, restructuring, and management issues. His clients include industrial companies, independent power companies, equity investors, lenders, utility affiliates, and regulated utilities.
Mr. Bodington is also a seasoned expert witness who has provided testimony for clients on finance and damages issues. Prior to founding Bodington & Company, he spent eight years with Bechtel Group and four years with an international management consulting firm. Mr. Bodington is the author of more than 50 articles on a variety of economic and financial topics relevant to the energy sector. He holds Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, 79, and 99 licenses.
)Mr. Malinak specializes in financial economics, with particular expertise in damages estimation, applied finance theory, and business and asset valuation. He has provided deposition, arbitration, and trial testimony on economic damages and valuation issues, and has testified on financial integrity, the cost of capital, and economic issues in utility rate hearings and at a Federal Energy Regulatory Commission (FERC) hearing. Mr. Malinak has directed litigation projects in many industries on issues related to securities (including derivative securities), antitrust, breach of contract, taxation, regulatory economics, and intellectual property claims. He has frequently addressed class certification and damages issues in securities fraud cases, as well as the myriad economic, financial, and accounting issues common to most damages calculations, such as cost of capital and prejudgment interest. Mr. Malinak has significant experience in tax-related work, including leading Analysis Group teams in Black & Decker, Inc. v. United States and Chemtech Royalty Associates L.P. v. United States, as well as in financial institutions and risk management, having led consulting teams supporting experts in the Winstar savings and loan litigations. He also completed a major project on the risk of Fannie Mae, resulting in a white paper authored by an academic affiliate. He has served as treasurer, head of the audit and finance committee, and a member of the executive committee and board of directors of the Meridian International Center, an international leadership organization that works with partners in the government, private, NGO, and educational sectors to create lasting international partnerships through leadership programs and cultural exchanges. Prior to joining Analysis Group, Mr. Malinak was a principal at Putnam, Hayes & Bartlett.
)Dr. Dawson specializes in applying economics and finance to complex problems in business litigation, including intellectual property (IP), false advertising, securities, and finance matters. Her experience spans several industries, from medical devices and high tech to telecommunications and accounting. Dr. Dawson has consulted to counsel in all phases of the litigation process, including understanding complex claims, assisting with fact and expert discovery, and providing trial support. She has served as an expert witness on matters involving false advertising, breach of contract, and copyright infringement. Dr. Dawson’s case work has involved complex data analysis, development of financial models, general damages assessment, evaluation of lost profits, royalty, and other damages remedies in IP and false advertising matters, ascertainment of loss causation and damages in securities fraud matters, and financial statement analyses. She has spoken at various conferences and served as a panelist on the topics of platform economics and IP damages.
)Professor Ketcham is a health care economist with over two decades of experience researching, teaching, and consulting. His areas of expertise include pharmaceutical advertising and promotion, pharmacy benefit managers, health insurance, consumer decision making, physician decision making, hospital pricing, provider incentive programs and payment methods, fair market valuation, employee benefits, and valuation of changes in morbidity and mortality. From 2022 to 2024, Professor Ketcham took a leave from the W.P. Carey School of Business to serve as senior economic advisor to the employee benefits team of a major high-tech company. He has consulted for and collaborated with several large pharmaceutical firms, Banner Health, CVS Caremark, Symphony Health Solutions, the Centers for Medicare & Medicaid Services, the US Department of Health and Human Services, and the US Environmental Protection Agency. Professor Ketcham’s research has been published in journals such as the American Economic Review, The Review of Economic Studies, the American Journal of Health Economics, and Health Affairs. He has served as principal investigator on multiple grants, including federal government grants to study physician decision making, incentive programs, and provider pricing.
)Professor Knittel’s research focuses on industrial organization, applied econometrics, and energy and environmental economics. He has provided trial and deposition testimony in a number of litigation matters, including valuing product features in smartphones, PCs, and contact lenses. He has also consulted to Delta Airlines, Ford Motor Company, the US Energy Information Administration, and Korea Electric Power Company. Professor Knittel has authored or coauthored numerous articles on topics such as market structure and product pricing, tacit collusion, and challenges in merger simulation analysis. Examples of his research include articles on the spurious correlation between ethanol production and gasoline prices, unilateral market power in the electricity reserves market, and tacit collusion in credit card markets. His research has appeared in the American Economic Review, the American Economic Journal: Macroeconomics, the American Economic Journal: Economic Policy, The Review of Economics and Statistics, The Journal of Industrial Economics, and The Energy Journal, among other academic publications. He is a former coeditor of the Journal of Public Economics and serves or has served as an associate editor for several other scholarly journals, including the American Economic Journal: Economic Policy, The Journal of Industrial Economics, the Journal of Transport Economics and Policy, and The Journal of Energy Markets. Professor Knittel is a research associate at the National Bureau of Economic Research (NBER) in the Productivity, Innovation, and Entrepreneurship and Industrial Organization programs, and he co-directs the Environment and Energy Economics program.
)Dr. Cliff is a financial economist with expertise in a range of topics, including asset valuation, mergers and acquisitions (M&A), tax shelters, stock analysts’ recommendations, IPOs, REITs, derivatives, and hedge funds. He has extensive experience with large financial datasets, sophisticated econometric models, and simulations. In his consulting engagements, Dr. Cliff has addressed damages modeling, class certification, business and asset valuation, analysis of complex financial structures, analysis of solvency and debt covenants, evaluation of investment strategies, and assessment of due diligence practices. In these assignments, he has managed large case teams, designed and performed analyses supporting expert reports, critiqued opposing expert reports, and assisted with preparation for depositions and trial. Dr. Cliff has also served as an expert on cases involving valuation, damages, and liquidity discounts. Prior to joining Analysis Group, Dr. Cliff was a finance professor for nine years at Purdue University and Virginia Tech, where he taught a variety of courses at the undergraduate, M.B.A., and Ph.D. levels. His academic research has been published in leading journals such as the Journal of Finance, the Journal of Business, and Financial Management.
)Professor Eden is an expert on transfer pricing and multinational enterprises (MNEs), with decades of experience consulting to MNEs, governments, and international organizations on transfer pricing and MNE strategies and structures. In transfer pricing matters, she has served as an expert witness – in cases that include Coca-Cola Co. v. Commissioner and In re: Nortel Networks – and filed numerous expert reports. Professor Eden has taught courses on transfer pricing, MNEs, and the economics of international business, and founded the Transfer Pricing Aggies program at Texas A&M University, which has trained hundreds of graduate students. She has extensive research experience in areas such as transfer pricing and MNE strategies in the digital economy, and citations to her publications place her in the top 2% of research scientists worldwide. Professor Eden has authored several books, including Taxing Multinationals: Transfer Pricing and Corporate Income Taxation in North America, Multinationals in North America, The Economics of Transfer Pricing, and Research Methods in International Business. She is a frequent speaker at transfer pricing and tax conferences, as well as a former president and dean of the Fellows of the Academy of International Business. She is a currently a member of the United Nations Tax Committee’s Subcommittee on Transfer Pricing.
)Mr. McLean specializes in applying finance and economics to problems in complex business litigation, including securities, valuation, tax, and intellectual property (IP) matters. His experience spans several industries, from banking, insurance, and high tech to telecommunications and health care. He has served as an expert witness, and has provided assistance in many phases of litigation, including development, presentation, and review of pretrial discovery; preparation of testimony; and critique of analyses of opposing experts.
Mr. McLean’s case work has included general damages analyses, lost profit and reasonable royalty calculations related to IP misappropriation, and assessments of fiduciary duties and investment management. In addition, he has evaluated the economic characteristics and risk transfer of a range of financial instruments, such as private mortgage insurance, subprime loans, and preferred equity in a new venture. He has led large case teams in a number of high-profile matters, including consulting to the US Department of Justice (DOJ) regarding the financial issues involved in tribal trust fund disputes, and supporting counsel for a large electronics manufacturer in litigation associated with features on smartphones and tablets.
In addition, Mr. McLean has presented on topics related to damages assessment and patents. He has also worked with entrepreneurial companies, helping to develop financial projections, business plans, and marketing strategies.
)Professor Kinch is a drug development expert specializing in cancer, immunological, and infectious diseases. His research focuses on combining cutting-edge science and entrepreneurship to improve public health. During his tenure at Washington University in St. Louis, Professor Kinch founded the Center for Research Innovation in Biotechnology (CRIB). At Long Island University (LIU), he directed CRIB, which uses tools such as the Clinical Drug Experience Knowledgebase (CDEK) to assess trends in drug discovery and development. Professor Kinch also co-founded the Center for Drug Discovery (CDD) to identify and underwrite the university’s most promising drug discovery projects. He has been issued more than a dozen US patents, published more than 100 patent applications, and written several books and book chapters on the commercialization of biopharmaceutical innovation, as well as other aspects of drug development. Professor Kinch has published widely in peer-reviewed journals, including Drug Discovery Today, Science, Cell Chemical Biology, and Biotechnology Law Report, and his research has been profiled in media outlets such as The Wall Street Journal, NPR, CBS News, and The New York Times. Prior to his positions at LIU and Washington University, he was the managing director of the Yale Center for Molecular Discovery. Professor Kinch has also taught at Johns Hopkins University and Purdue University, and held senior scientific research positions at Functional Genetics and MedImmune. He has served on the board of the American Cancer Society and on scientific advisory boards for several biopharmaceutical companies.
)Dr. DerSarkissian’s expertise includes the application of epidemiologic methods to real-world evidence (RWE) generation in support of product registration, post-approval safety studies, and health economics and outcomes research (HEOR). She has served as an expert witness in litigation and has a wide range of experience in pharmacoepidemiology, biostatistics, and observational data analysis, including in studies on causal methods. Dr. DerSarkissian has provided regulatory and strategic consulting on drug and medical device registration and conducted RWE studies related to US Food and Drug Administration (FDA) and European Medicines Agency (EMA) submissions. She has conducted cost-effectiveness and comparative effectiveness studies; examined treatment patterns, drug adherence, health care resource utilization and costs, and clinical outcomes; assessed direct medical and indirect productivity costs of a disease burden; and assessed patient-reported quality of life and the humanistic burden of a disease. Dr. DerSarkissian has used data from electronic medical records, clinical trials, commercial insurance claims, patient surveys, and medical chart review studies in disease areas that include obesity; HIV/AIDS; cardiovascular diseases; schizophrenia; autoimmune, neurologic, and rare hereditary disorders; and many types of cancer. She has presented her research at conferences on epidemiology and health services, and published articles in a number of peer-reviewed journals. Dr. DerSarkissian is an adjunct assistant professor in the epidemiology department at the UCLA Fielding School of Public Health.
)Professor Savitz focuses his epidemiological research on a wide range of public health issues, from the health effects of environmental agents in the workplace and community to a wide range of reproductive health outcomes. He has served as principal investigator on more than three dozen public health studies, including as one of three epidemiologists to evaluate the probable causal link between exposure to perfluorooctanoic acid and the development of certain diseases. Professor Savitz submitted an expert report on behalf of the plaintiffs at the class certification stage of a litigation matter and has consulted on a wide range of issues related to both environmental and reproductive epidemiology. He is the author of more than 300 journal articles and has edited or authored three books, including Interpreting Epidemiologic Evidence: Connecting Research to Applications. Professor Savitz has served as the editor of Epidemiology and the American Journal of Epidemiology, a member of the Epidemiology and Disease Control Study Section of the National Institutes of Health, president of the Society for Epidemiologic Research and the Society for Pediatric and Perinatal Epidemiologic Research, and North American regional councilor for the International Epidemiological Association. He is a member of the National Academy of Medicine and served as vice president for research at Brown University.
)Professor Levinsohn is an expert in antitrust, industrial organization, and econometrics. He has provided expert reports and testimony in several landmark antitrust and regulatory matters, including In re: TFT-LCD (Flat Panel) Antitrust Litigation, In re: Vitamins Antitrust Litigation, In re: New Motor Vehicles Canadian Export Antitrust Litigation, and the Tobacco Master Settlement Agreement proceedings. He has also consulted to numerous foreign governments and international organizations.
Professor Levinsohn conducts research in industrial organization, applied econometrics, international economics, and development economics. He has served on the editorial boards of American Economic Review, The Review of Economics and Statistics, the Journal of International Economics, and the Journal of Economic Literature. Prior to joining the Yale faculty, Professor Levinsohn was the J. Ira and Nicki Harris Family Professor of Public Policy at the Gerald R. Ford School of Public Policy at the University of Michigan.
)Mr. Cohen has over 30 years’ experience as an expert in international arbitration, valuation, antitrust, intellectual property, and securities, and has testified in arbitration and federal courts on many aspects of economic damages. He specializes in fields that are intensive in intangible assets such as patents, copyrights, trademarks, and trade secrets. He has worked across a wide range of industries, including health care, software and technology, financial services, energy, transportation, and entertainment.
Mr. Cohen has worked with significant corporations including Apple, Microsoft, Oracle, Wells Fargo, State Street, Wachovia, SoundExchange, ASCAP, Liberty Mutual, Allstate Insurance, Johnson & Johnson, AstraZeneca, Astellas, United Airlines, TWA, DaimlerChrysler, Mitsubishi, and Anheuser-Busch. He also has experience in matters related to the US Federal Trade Commission, the US International Trade Commission, the Tax and Antitrust Divisions of the US Department of Justice, the Republic of Uruguay, and the Commonwealth of Australia.
Mr. Cohen is the author of Intangible Assets: Valuation and Economic Benefit and a contributor to the American Bar Association publication Proving Antitrust Damages. He has been a guest lecturer at both Northwestern University and The University of Chicago. He is also a prolific songwriter.
)Professor Bucklin is an award-winning research specialist in the quantitative analysis of customer purchase behavior. He is an expert on applied choice models in marketing, channels of distribution, and pricing policies. Professor Bucklin has testified or been deposed in numerous cases involving antitrust and damages issues and most recently served as an expert in the Google AdWords litigation. In his current consulting work, Professor Bucklin focuses on quantitative tools to improve corporate marketing decision making and analysis of the variables involved in consumer choice. He has published extensively on topics related to website browsing, e-commerce purchase behavior, and marketing models. His articles have appeared in the Journal of Marketing Research, Marketing Science, the Journal of Retailing, and Marketing Letters: A Journal of Research in Marketing. He also serves on the editorial board of Marketing Letters. Professor Bucklin previously worked as a consultant at Bain & Company and as a business journalist for The Washington Post.
)Professor Klausner teaches courses on corporate law, corporate governance, business transactions, and regulation of financial institutions. In recent years, most of his writing has been on corporate governance. He maintains a database on securities class actions and SEC enforcement actions, and has written papers and blog posts based on that database. In addition, Professor Klausner is currently writing a book and producing an online course called Deals: The Economic Foundations of Business Transactions.
Before beginning his academic career, Professor Klausner practiced law in Washington, DC, and Hong Kong. He was a White House fellow from 1989 to 1990, a law clerk for Judge David Bazelon on the United States Court of Appeals for the District of Columbia Circuit in 1981-82, and a law clerk for Justice William Brennan on the United States Supreme Court.
)Dr. Mortimer specializes in health economics, industrial organization, microeconomic theory, and econometrics. He has extensive experience with issues involving competition, intellectual property, marketing, pricing, and valuation with a focus on the health care industry. He has evaluated questions of class certification, damages, liability, and market definition in antitrust matters. He also has provided economic analyses and expert testimony on causation, damages, and valuation in a variety of health care cases, including cases involving allegations of False Claims Act (FCA), Anti-Kickback Statute (AKS), and Lanham Act violations. In addition to his work in litigation, Dr. Mortimer has assisted pharmaceutical and medical device manufacturers on pricing and contracting issues and authored several public policy studies related to legislation establishing a biosimilar approval pathway, biosimilar competition, pharmaceutical pricing, generic drug competition and the role of authorized generic entry, and paragraph IV abbreviated new drug application (ANDA) filings. His research has been published in leading peer-reviewed journals, including Health Affairs, Nature Reviews Drug Discovery, The Journal of Industrial Economics, and the Journal of Medical Economics.
)Professor Savoldelli is a finance and investment expert with over 25 years of experience analyzing and advising on a wide range of hedge fund-focused issues, including fund performance, portfolio construction, fund administration, due diligence, capital raising, and asset allocation. He served as a chief investment officer for four different institutions: Optima Fund Management, Merrill Lynch, Swiss Bank Corp. Asset Management, and Chase Manhattan Private Bank. In these roles, he oversaw over $80 billion in assets.
Over the course of his investment career, Professor Savoldelli’s responsibilities included selecting hedge funds for the allocation of investor assets, making asset allocation decisions, managing investment portfolios, developing investment policies, and overseeing investment manager adherence to investment strategy and policy. He has deep experience related to the challenging issues hedge fund managers may face, including those related to fiduciary duty, disclosure, liquidation, side-pockets accounts, and valuation of complex and illiquid assets. Additionally, he is knowledgeable about the roles and responsibilities of hedge fund service providers such as prime brokers, marketers, administrators, and auditors.
At Columbia Business School, Professor Savoldelli teaches a course in the M.B.A. program on the investment strategies employed by hedge funds and best practices for the operational aspects of hedge fund management, including fund administration selection, operational risk evaluation, and leverage risk. In addition, he is a contributing editor on Bloomberg Television, commenting on developments from a hedge fund perspective.
)Dr. Duh, Chief Epidemiologist at Analysis Group, specializes in real-world evidence (RWE) generation for product registration, post-approval safety studies, and health economics and outcomes research (HEOR) of pharmaceuticals, vaccines, and regenerative biotherapeutics. She has led over 50 projects for new molecular entity approvals and product label expansion applications to the US Food and Drug Administration (FDA) and European Medicines Agency (EMA), as well as health technology assessment (HTA) research for submissions to national payers such as the Centers for Medicare and Medicaid Services (CMS) in the US and the UK’s National Institute for Health and Care Excellence (NICE). Her extensive research has appeared in over 315 peer-reviewed publications.
Her work also extends to pharmaceutical liability litigation and securities fraud litigation related to adverse drug events that allegedly led to product recalls, market withdrawals, black box warnings, and FDA limited access programs.
Dr. Duh is an adjunct research associate in the Biostatistics department at the Harvard T.H. Chan School of Public Health. She served as a chairperson of drug safety and epidemiology for the Drug Information Association (DIA) and was an adjunct assistant professor of pharmacoeconomics and pharmacoepidemiology at Massachusetts College of Pharmacy and Allied Health Sciences. Dr. Duh was appointed to an expert panel convened by the Foundation for the National Institutes of Health’s (FNIH’s) Observational Medical Outcomes Partnership (OMOP). She has served as a peer reviewer for several journals, including PharmacoEconomics, the American Journal of Health-System Pharmacy, Chest, Pharmacoepidemiology and Drug Safety, the American Journal of Kidney Diseases, and Therapeutics and Clinical Risk Management. Dr. Duh is also an elected member of the American Society of Hematology (ASH) and a member of the American Society of Clinical Oncology (ASCO), the International Society of Pharmacoepidemiology (ISPE), and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
)Pierre Cremieux, CEO of Analysis Group, has a broad range of expertise in health economics, antitrust, statistics, and labor economics. He has consulted to numerous clients in the US and Canada and testified in bench and jury trials, arbitrations, and administrative proceedings.
Dr. Cremieux has served as an expert and supported other experts in both litigation and non-litigation matters on antitrust issues; general commercial claims; contractual disputes; and a number of labor-related matters in a variety of industries, including high tech, pharmaceuticals, biotech, financial products, consumer products, and commodities. He has assessed the evaluation of damages on a class-wide basis in some of the largest class action matters in recent years.
His scientific research in antitrust economics, class certification, health economics, and statistics has been published in numerous peer-reviewed journals including the George Mason Law Review, the American Bar Association Economics Committee Newsletter, The Review of Economics and Statistics, the Journal of Health Economics, Industrial and Labor Relations Review, the Journal of Clinical Oncology, and the American Journal of Managed Care. Dr. Cremieux's research has been cited in leading media outlets including The Wall Street Journal and Forbes.
Dr. Cremieux has frequently presented at leading legal, health care, and economics seminars on topics such as antitrust, class certification, health economics, and statistics, in both the United States and Canada. He has also been invited to teach courses on economics, statistics, health care, and antitrust at various schools including McGill University, Boston University, Harvard Medical School, and Yale's School of Management.
Prior to joining Analysis Group in 1997, Dr. Cremieux spent five years as a professor at the University du Québec à Montréal, and served as an adjunct professor from 1997 to 2018.
)Professor Pindyck is a leading industrial organization economist and testifying witness in the areas of antitrust and intellectual property. His research and writing have covered topics in microeconomics and industrial organization, the behavior of resource and commodity markets, financial markets, and econometric modeling and forecasting. His recent work in economics and finance has examined the determinants of market structure and market power, the dynamics of commodity spot and futures markets, criteria for investing in risky projects, the role of R&D, and the value of patents. He has received many academic honors, including several awards for outstanding teaching, and holds senior editorial positions with a number of publications. Professor Pindyck has consulted to dozens of public and private organizations, including the Federal Trade Commission, IBM, and AT&T, and has been deposed and/or testified in over a dozen cases in diverse industries such as food, energy, software, medical devices, and airlines. He has worked with Analysis Group on many of these cases, including the Lotus v. Borland litigation, in which Professor Pindyck used econometric modeling techniques to identify the economic value of various attributes and isolated the value of the infringing features. He also worked with Analysis Group in a major litigation matter involving price-fixing allegations, in which he examined allegations of accumulation of buying power and the resulting effects on negotiations with suppliers.
)Ms. Filsoof has conducted economic and financial analyses and managed case teams in support of academic and industry experts in a broad range of finance and securities, antitrust, and commercial litigation matters. Her finance and securities case work has included examining allegations of securities fraud, evaluating investment compliance and suitability and compliance with fiduciary duties, assessing corporate governance, analyzing investment management fees, analyzing the performance of mortgages and mortgage-backed securities (MBS), and assessing the appropriateness of class certification. Ms. Filsoof has supported industry and academic experts on a variety of topics related to MBS, including due diligence, loan underwriting, appraisal, trustee duties, and damages. She has also supported industry experts in addressing regulatory compliance and banking practices, including issues related to fraud, Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, third-party lending relationships, and mortgage lending. Ms. Filsoof’s antitrust case work has included analyzing market structure and competitive dynamics, evaluating the competitive effects of mergers, assessing the appropriateness of class certification, and estimating antitrust damages. Her case work has spanned multiple industries, including financial services, insurance, payment cards, high tech, aviation, and pharmaceuticals. She has substantial experience in payments and has supported academic and industry experts in multiple litigation and consulting engagements involving payment cards and emerging payment methods. Ms. Filsoof has provided assistance to attorneys in all phases of the litigation process, including case strategy, discovery, expert reports, deposition, and trial.
)Professor Carlson specializes in the marketing management implications of consumer decision-making processes, including the development of brand preferences and the influence of emerging preferences on the decision making process. Though much of Professor Carlson's research explores consumer decision making, he also studies how voters, jurors, and managers make decisions. Over the last 20 years, he has run thousands of surveys, sampling U.S. and international populations.
Professor Carlson has served as an expert in evaluating a survey in a class action matter, consulted on a high profile class action settlement involving consumer deception, and testified before the SEC in an equity trust matter. Professor Carlson's published research can be found in top marketing, psychology, and management journals. He is also the coauthor of Contemporary Brand Management. He blogs for Psychology Today and Forbes, and maintains an active Twitter account (@ProfKurt). While teaching at Georgetown University between 2009 and 2017, Professor Carlson was director of the Georgetown Institute for Consumer Research and co-director of the McDonough School of Business Behavioral Research Lab, and he received the MSB Dean's Distinguished Faculty Research Award and the Decision Analysis Society's Publication Award.
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)Mr. Klein has more than 30 years of experience in finance, specializing in private equity, alternative asset management, and investment banking. He has served as a testifying expert in litigation involving clients in the private equity industry and has testified in various arbitration proceedings, as well as in state and federal court. Mr. Klein has extensive experience managing equity and debt investments in private and publicly traded companies. In addition to his position at Ingwe Capital, he provides consulting and senior portfolio advisory services to LyonRoss Capital Management, a family office investment advisor that manages a portfolio of hedge fund and private equity investments in excess of $500 million. Previously, Mr. Klein was a managing director in a principal investments group at Lehman Brothers, where he developed strategies and managed teams of investment professionals that generated approximately $500 million in profits. Following the Lehman bankruptcy, he was a managing director in the Lehman Brothers Holdings private equity group, where he was responsible for managing, restructuring, valuing, and liquidating a $1.8 billion portfolio of illiquid assets. Earlier in his career, as co-founder of Templeton Direct Advisors, an international private equity firm, he helped develop, market, and manage several successful private equity funds exceeding $200 million in committed capital. He has served on the boards of directors for several public and private companies.
)Professor Frejinger is an expert in data-driven methods for solving large-scale decision-making problems under uncertainty. Her research, situated within the broad field of AI, focuses on developing mathematical models and algorithms that integrate techniques from econometrics, machine learning, and operations research. Her work has practical applications in areas such as transportation and supply chain management, and addresses challenges that include demand forecasting, pricing, service design, and scheduling. In Professor Frejinger’s deposition testimony and case work, she has drawn on practical and technical experience that includes years spent conducting research and developing bespoke production-grade AI solutions. Professor Frejinger serves as the Canada Research Chair in Data-Driven Optimization for Transportation for the Government of Canada and as the Chair in Optimization of Railway Operations for the Canadian National Railway Company. She is also a member of the Interuniversity Research Centre on Enterprise Networks, Logistics and Transportation, a Canadian interdisciplinary research center. Professor Frejinger is an associate editor of Transportation Science and the INFORMS Journal on Computing. In the AI space, she has served as a scientific advisor to IVADO Labs, an AI solutions provider; as an associate academic member of Mila, an AI research institute; and as a founding fellow of AI Sweden, the Swedish national center for applied AI. Professor Frejinger’s work has received several international awards, including the Transportation Science and Logistics Society’s Dissertation Prize, presented by the Institute for Operations Research and the Management Sciences.
)Professor Scharfstein is a biostatistician with expertise in the design, monitoring, and analysis of randomized clinical trials and observational studies. His research focuses on methods of reporting the results of clinical studies in which missing or censored data, non-compliance, or non-random treatment assignment may have resulted in selection bias. He has testified at deposition and trial in a number of litigation matters involving drug and medical device safety and efficacy in and outside the US. In addition, Professor Scharfstein regularly consults to the pharmaceutical industry, advising on statistical issues related to the regulatory approval of drugs and medical devices. He has served on multiple data safety monitoring boards for clinical trials, including for the National Institute of Allergy and Infectious Diseases. Professor Scharfstein is the principal biostatistician for the Major Extremity Trauma Research Consortium, which conducts multicenter clinical research studies relevant to the treatment and outcomes of orthopedic trauma sustained in the military. Professor Scharfstein is a fellow of the American Statistical Association, a recipient of the ASA’s George W. Snedecor Award for best paper in biometry, and a recipient of the Harvard T.H. Chan School of Public Health Department of Biostatistics’ Lagakos Distinguished Alumni Award. He has received multiple teaching excellence awards for his classes on probability and statistical theory.
)Professor Reibstein’s research focuses on competitive marketing strategies, metrics, and product line decisions, among other topics. He has provided marketing management education and consulting research to companies in the consumer goods, pharmaceutical, and oil and gas industries, among others. His consulting activities have included numerous applications of conjoint analysis and other survey techniques in engagements spanning a wide range of products. Professor Reibstein has submitted expert reports and provided testimony on marketing and marketing research in several litigation matters, including analyses of smartphone features in a patent dispute, health claims in a false advertising dispute, and pharmaceutical detailing in a co-marketing dispute.
His recent work includes assessing strategies to address competitors’ reactions to marketing actions and developing metrics that link marketing decisions to financial consequences, which was published in his book, Marketing Metrics: The Definitive Guide to Measuring Marketing Performance. Professor Reibstein is also the author or coauthor of numerous books and chapters in books on subjects including competitive marketing strategy, global branding, and marketing performance measurement. Professor Reibstein has also written several papers on conjoint analysis and its validity and reliability. His research has been published in leading academic journals, including Marketing Science, the Journal of Marketing Research, and the International Journal of Research in Marketing. Â
Professor Reibstein has been honored with more than 30 teaching and publishing awards, including the John S. Day Distinguished Alumni Academic Service Award from Purdue University’s Krannert School of Management. He has served as the chairman of the American Marketing Association board of directors and as the executive director of the Marketing Science Institute.
)Dr. Siegel's research focuses on the management, strategy, and organizational issues related to cybersecurity, the intelligent integration of information systems, risk management, data analytics, state stability, systems modeling, security of energy delivery systems, and security researchers (aka hackers). He has served as an expert witness and filed expert reports in a number of IT-related litigations for clients such as SAP, JPMorgan, IBM, Kenexa, Fisher Scientific, Ernst & Young, and Macromedia. His expert case work includes matters involving the acquisition of a software firm, software patent litigation and review (e.g., the Patent Trial and Appeal Board case Versata v. SAP), patent infringement and validity analysis, software licensing agreement disputes, and matters involving financial services software and software related to the extraction of data from web pages. Dr. Siegel has published articles on such topics as simulation modeling for cyber resilience, cyber vulnerability markets, data management strategy, architecture for practical metadata integration, heterogeneous database systems, and managing and valuing a corporate IT portfolio using dynamic modeling of software development and maintenance processes.
)Ms. Glowka is a chartered accountant who specializes in the assessment of damages and forensic analysis arising in the context of dispute resolution. She has served as an expert and led consulting teams on complex UK and international assignments, including litigation and international arbitration matters in all the major international arbitration forums, as well as before the High Court of Justice in London, the Scottish Court of Session, and the UK Competition Appeal Tribunal.
Ms. Glowka has acted on a broad range of litigation and arbitration matters across the automotive, oil and gas, pharmaceutical, telecommunications, software, and consumer products industries, among others. Her litigation and arbitration work has involved the evaluation of damages arising in the context of contractual and shareholder disputes, as well as post-transaction disputes such as breach of warranty claims. Ms. Glowka’s forensic accounting work has spanned the analysis and tracing of funds and transactions, as well as the evaluation of fraud and accounting irregularities, including allegations of accounts manipulation for inflating performance-related bonuses and purchase consideration. She has also evaluated complex financial reporting issues under a variety of accounting standard-setting regimes, including UK generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). Ms. Glowka is a member of Chartered Accountants Australia and New Zealand.
)Mr. Case is an institutional investment expert with significant expertise in the areas of investment governance, asset allocation, portfolio design and implementation, and portfolio analysis and reporting. As a former institutional investment consultant, he worked with a wide range of global clients, including insurers, health care organizations, corporate and public plan sponsors, family offices, and other large asset pools. Mr. Case was a partner at Mercer Investment Consulting, a practice leader at Evaluation Associates, and a senior consultant at Rogerscasey. He led client service teams for large clients, including defined-benefit and defined-contribution plans, insurers and mutual fund families, and registered investment advisors and foundations. As an expert, Mr. Case has evaluated various process-related issues, including the process used to monitor an ERISA plan’s investment advisor and delegated fiduciary. He previously worked as an investment analyst for AT&T’s pension investment team, oversaw the sub-advisory and pension assets of AXA Equitable Life, and managed the strategic relationship team at Putnam Investments. He is a CFA charterholder.
)Dr. Koehn specializes in applied microeconomics and finance. He has performed research and given economic testimony in antitrust, regulatory, tax, and other business litigation matters. The author of several publications on topics such as banking and finance, energy economics, and real estate, Dr. Koehn is a former adjunct associate professor of finance at the University of California, Irvine Graduate School of Management.
)Ms. Fournier, an economist with 20 years of consulting experience, has particular expertise in pharmaceuticals, medical devices, and health economics. She has led case teams and provided analyses in False Claims Act (FCA), Anti-Kickback Statute (AKS), and Racketeer Influenced and Corrupt Organizations (RICO) Act matters, including those involving alleged kickbacks, off-label marketing, misbranding, and pricing issues, among others. She has assisted testifying experts in the preparation of reports, testimony, and related analyses in connection with class certification, liability, and damages. She has also directed economic and statistical analyses for a wide variety of health care-related litigations, including analyses of large datasets and government and private administrative claims records. Ms. Fournier has presented a number of abstracts at health care conferences in the US and Canada and published research on cost of illness, drug cost effectiveness, and other topics in health economics. Her coauthored articles on the economic impact of major depressive disorder have been published in peer-reviewed journals such as the Journal of Clinical Psychiatry and PharmacoEconomics.
)Mr. Nguyen performs quantitative analyses and economic modeling in support of complex securities matters. He has consulted on a variety of matters involving investment suitability, investment portfolio valuation and risk analysis, mutual fund excessive fees, ERISA, class certification, and damages. His experience on ERISA-related matters includes evaluations of 401(k) plan investment management and recordkeeping fees, securities lending fees and portfolios, investment option performance, and the appropriateness of selected investment options. Mr. Nguyen has also evaluated target date funds, stable value funds, and managed account products, and has worked on numerous matters related to the investment management of fixed-income portfolios, specifically with regard to investments in mortgage-backed securities and collateralized mortgage obligations. In addition, he has performed numerous valuations of organizations for use in strategic advisory and litigation settings, and has extensive experience constructing, managing, and analyzing large proprietary datasets. His notable case work includes In re: American Funds Fee Litigation; Steve Wildman and Jon Borcherding v. American Century Services, LLC, et al.; Kimberly Davis and Vanessa Romano v. Stadion Money Management, LLC; Leonid Falberg v. The Goldman Sachs Group, Inc., et al.; and Jaime Pizarro, et al. v. The Home Depot, Inc., et al.
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Professor Chevalier is an expert in industrial organization, finance, and competitive business strategy. She has provided expert testimony and been deposed in several major antitrust matters, including State of New York v. Intel Corporation, in which she assessed the business strategies of competitors in the semiconductor industry and evaluated market outcomes. An affiliate with Analysis Group, Professor Chevalier, supported by Analysis Group teams, recently served as an expert in litigation involving online search databases, and in several matters involving entertainment industry issues related to rights, prices, and competition. She has also assisted a number of major technology firms with analyses of competition and antitrust issues. Professor Chevalier's academic research focuses on the economics of electronic commerce, the interaction between firm capital structure and product market competition, and price seasonality and cyclicality. Her research has been featured in Slate magazine and on National Public Radio. Professor Chevalier is also an elected member of the American Academy of Arts and Sciences. She is a former member of the American Economic Association's (AEA) Executive Committee and a former board member of the organization's Committee on the Status of Women in the Economics Profession. In 1999, she won the first biennial Elaine Bennett prize, given by the AEA in recognition of research by a woman in any area of economics. Professor Chevalier is an active author. She has published articles in the American Economic Review; Journal of Industrial Economics; Journal of Business; Quarterly Journal of Economics; Journal of Finance; Journal of Law, Economics, and Organization; and Journal of Political Economy. She is a former coeditor of the Rand Journal of Economics and has served as a coeditor of the American Economic Review, editor of the B.E. Journal of Economic and Policy Analysis, advisory editor of Quantitative Marketing and Economics, and associate editor of numerous journals.

Dr. Befurt is an expert in applying marketing research methods to litigation matters and strategic business problems. He specializes in developing survey experiments and choice modeling approaches in consumer surveys. He has served as an expert witness in survey and sampling matters, and has assisted academic affiliates in survey conceptualization, administration, and evaluation. Dr. Befurt’s many clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), the Office of the Attorney General of New York, Microsoft, Oracle, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, Cree Lighting, Research In Motion, and Nestlé. He has testified at numerous depositions and trials.
As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, trademark disputes, consumer disclosures, product liability, false advertising, brand reputation, and sampling. He has extensive experience developing experimental studies and usage surveys, as well as modeling consumer choice, including conducting and examining conjoint analyses. Dr. Befurt’s work also includes the evaluation and application of market research techniques in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex survey data, and created tools to allow clients to understand consumer preferences and market forces through market simulations. Dr. Befurt’s experience spans over two decades and includes numerous projects for automobile manufacturers in Europe and the US.

Professor Amir is an expert on consumer behavior – specifically, decision-making mechanisms and their influences on online and offline marketplaces, pricing and promotion strategies, and consumer preferences. His research has also addressed judgment, behavioral economics, risk and uncertainty, and the psychology of money. Professor Amir has been retained as an expert witness and testified at deposition in numerous cases, including consumer protection, trademark, and false advertising/packaging matters. He has also consulted to and conducted market research for companies in the life sciences, biotechnology, media, gaming, and defense industries. Professor Amir’s research has been published in the Journal of Consumer Research, the Journal of Marketing Research, Marketing Science, and Marketing Letters. He frequently speaks on these subjects at conferences and invited talks. Professor Amir has received research grants from the Marketing Science Institute and the Robert Wood Johnson Foundation for his work on consumer choice and reasoning. Prior to joining the Rady School of Management, he was on the faculty of the Yale School of Management.

Dr. Kirson is an applied health economist with extensive experience in health economics and outcomes research (HEOR), strategy and market access, and complex litigation matters. He specializes in the application of advanced statistical methods to the analysis of a variety of real-world and clinical data, as well as the development of advanced modeling tools. He has worked closely with many different stakeholders in the health care industry, including biopharmaceutical and device manufacturers, payers, government agencies, leading law firms, and academic experts. Dr. Kirson has managed numerous HEOR and strategy projects, including novel cost-effectiveness analyses, submissions to health technology assessment (HTA) organizations, the design of outcomes-based contracts, the analysis of pharmaceutical pricing, burden-of-illness studies, comparative-effectiveness research, and budget impact assessments. In the regulatory context, he has supported a successful 510(k) pre-market submission to the US Food and Drug Administration (FDA) on behalf of a medical device manufacturer, including the presentation of statistical analyses to an FDA advisory panel. In litigation, Dr. Kirson’s case work has included the evaluation of antitrust matters in the health care sector and the assessment of issues pertaining to the False Claims Act. His work has resulted in numerous conference presentations and peer-reviewed publications in leading journals such as Nature Reviews Drug Discovery, Health Affairs, Alzheimer’s & Dementia, and Diabetes Care, as well as various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Forefront, STAT, and Law360. Dr. Kirson served on the board of the ISPOR Boston Regional Chapter, including a term as the Chapter President. He is also a member of the editorial board of the journal Pharmacoeconomics Open.

Professor Barasch is an expert in marketing and consumer behavior who uses surveys and experimental designs to study how technology influences consumer perceptions, memory, decision making, and social interactions. Her research focuses on interpersonal communication in online contexts, consumer perceptions of pricing information, and perceptions of fairness regarding the impact of technological innovations, and she has testified as an expert witness on consumer perceptions of advertising. Professor Barasch has published her research in academic journals such as the Journal of Consumer Research, the Journal of Marketing Research, and the Journal of Marketing, and her work has been featured in global press outlets including The New York Times, The Washington Post, The Atlantic, and Fast Company. Her research accolades include the Association for Consumer Research’s Early Career Research Award and the American Marketing Association’s Erin Anderson Award for an Emerging Female Mentor and Scholar. Professor Barasch is the director of the marketing Ph.D. program at the University of Colorado Boulder, where she supervises several doctoral students. Previously, she was an associate marketing professor at NYU Stern School of Business and a visiting professor at INSEAD.


Dr. Chakraborty is an economist with an extensive background in economics, finance, accounting, and valuation. She has been retained both as an expert witness and as a consultant in a number of matters involving equity and fixed income securities, valuation, solvency, fraudulent conveyance, and economic damages. Dr. Chakraborty has conducted analyses in matters involving bankruptcy, mergers and acquisitions (M&A), tax and transfer pricing, international arbitrations, fraud, and theft of trade secrets and misappropriation. Her work has involved the development of financial and economic models, the evaluation of large datasets, and the application of statistical methods to a variety of complex problems. She has worked on matters involving companies in many industries, including financial services, energy, retail, and pharmaceuticals.

Mr. Richard has more than 20 years of experience in institutional money management. He was a founder of Taurus Horizon Fund, where he was a managing partner and fund manager for the strategy. Previously, he served at State Street Global Advisors as a senior fixed-income portfolio manager. The assets under his management exceeded $15 billion dollars. Mr. Richard's investment expertise spans a variety of security types, including unsecured corporate credit and securitized structures (such as ABS, MBS, CMBS, and CDO). Over his career, Mr. Richard has also taken an active role in trading securities and performing due-diligence credit work on underlying collateral.
Mr. Richard has provided expert reports, rebuttal reports, deposition testimony, and trial testimony in a number of securities-related cases, opining on issues related to valuation, portfolio manager due diligence, investment suitability, and market conditions, among others. He has served as an expert witness in securities litigation in which he analyzed structured investment vehicles (SIV) on behalf of a large investment bank, and has opined on issues related to the residential mortgage-backed security (RMBS) market. He has also provided consulting services on matters related to auction-rate securities and embedded swap agreements within structured finance instruments. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.

Dr. Bernard specializes in the application of microeconomics and statistics to a broad range of litigation matters, including in the areas of antitrust and finance. He has supported experts in cases related to antitrust liability, class certification, market definition, quantification of damages, and valuation. Dr. Bernard has also assisted with a range of expert reports, from industry analyses to quantitative and econometric assessments of liability and damages. His litigation experience spans a wide variety of industries, including agriculture, currency trading, energy, hospitality, industrial equipment, municipal bonds, pharmaceuticals, residential rentals, and telecommunications. Dr. Bernard has supported attorneys and experts in all phases of litigation, including pretrial discovery, expert reports, deposition, and trial.

Professor Blouin is an expert on the role of taxation in firm decision making. Her research examines the effect of taxes on asset pricing, capital structure, corporate payout behavior, multinational firm behavior, and mergers and acquisitions. She has also examined the effects of investor tax-sensitivity on portfolio rebalancing, price pressure, and fund performance. Professor Blouin has provided expert analysis and testimony in tax shelter litigation on behalf of the US Department of Justice, and in pharmaceutical patent litigation regarding transfer pricing and the repatriation of earnings by multinational corporations and their affiliates. Professor Blouin’s research has been published in peer-reviewed journals that include the Journal of Accounting and Economics and National Tax Journal, and she is an editor of the Review of Accounting Studies and an associate editor of the Journal of Accounting Research. Her work has been cited in The Wall Street Journal, The New York Times, and the Financial Times, as well as on NPR. She is a recipient of the University of Pennsylvania’s Lindback Award for Distinguished Teaching and Wharton Teaching Excellence Award. Prior to her academic career, Professor Blouin was a tax manager with Arthur Andersen.

Mr. Korman is an expert on issues related to finance, regulatory, antitrust, and class action matters, with extensive experience in securities litigation. His experience includes performing damages exposure analyses, supporting counsel in mediation, and supporting experts in their preparation of testimony and reports on class certification, liability, and damages issues in numerous Rule 10b-5 and Section 11 matters, including the securities fraud class action matter T. Jeffrey Simpson, et al. v. Homestore.com, Inc., et al. – one of the relatively few securities fraud matters that has proceeded to trial – and recent securities matters in the high-tech, health care, energy, and industrial sectors, among others. In the context of ERISA litigation, he has evaluated investment performance, fees, portfolio management, mutual funds, and stable value funds.
Mr. Korman has extensive experience analyzing market power in wholesale electric power markets. He has analyzed such markets in several M&A proceedings, and supported the preparation of numerous wholesale power market analyses related to company applications for market-based rate authority from the Federal Energy Regulatory Commission (FERC). He has also provided testimony on these issues to FERC on several occasions.
In addition, Mr. Korman has published on topics related to the energy and financial markets, including contributing a chapter titled “Federal Securities Acts and Areas of Expert Analysis” to the Litigation Services Handbook.

Professor Dranove's research focuses on problems in industrial organization and business strategy, with an emphasis on the health care industry. He has published nearly 100 research articles and book chapters, and is the author of six books, including The Economic Evolution of American Healthcare, Code Red, and the textbook The Economics of Strategy, which is used by leading business schools around the world. Professor Dranove regularly consults with leading health care organizations in the public and private sectors. He also has two decades of experience performing and testifying about economic analyses in both litigation and regulatory actions. Most recently, he testified on competition issues for the US Department of Justice in the agency’s effort to block a proposed merger of two commercial health insurers. Professor Dranove concluded that the proposed transaction likely would result in higher prices and less innovation. He also has served on the executive committee and board of directors of the Health Care Cost Institute. Professor Dranove is on the review board of numerous prominent industry journals; he is the editor of the International Journal of Health Economics and Management and an associate editor of the RAND Journal of Economics. He is an elected member of the National Academy of Medicine.

Professor Bail is widely recognized for his work in computational social science, which uses tools from data science to predict human behavior. His work leverages artificial intelligence and machine learning to examine substantive issues ranging from social media to consumer protection, bot detection, and digital forensics. Professor Bail’s research has led to new social media products and informed government legislation on the regulation of the technology sector in the US and internationally. He has served as an expert witness in litigation concerning a major social media company. Professor Bail’s work has been published in Science, Nature, and the Proceedings of the National Academy of Sciences, as well as profiled in several media outlets, including The New York Times, The New Yorker, NBC Nightly News, and the BBC. He is also the editor of the Oxford University Press Series in Computational Social Science. Professor Bail is the founder of the Summer Institute in Computational Social Science and helped launch Duke University’s interdisciplinary data science master’s program. He is a Guggenheim and Carnegie Fellow and has been awarded the Science Breakthrough of the Year Award by the Falling Walls Foundation. Prior to joining the Duke faculty, Professor Bail was the Robert Wood Johnson Foundation Scholar at the University of Michigan, as well as a visiting scholar at the London School of Economics and Political Science and the National Foundation of Political Science at Sciences Po.

Dr. Chawla has more than 25 years of experience as an economist in the health care sector. Since joining Analysis Group in 2007, she has helped global biopharmaceutical, diagnostic, and medical device manufacturers - as well as development-stage companies - address product development and commercialization objectives, particularly as they relate to market access. Her work has spanned a wide range of therapeutic areas, including multiple indications in oncology. Her recent client work includes landscape assessments, economic modeling, and strategic plans to inform evidence generation in the context of product development and market access launch strategy; forecasts to help prioritize research and support licensing and venture funding discussions; payer research and advisory boards; and launch materials that communicate a product's clinical and economic value to support evidence-based reviews. Dr. Chawla recently led an engagement comprising a fully integrated market access strategy and related tactics to support the launch of a novel drug to treat an orphan disease.
Dr. Chawla's recent publications include an assessment of the impact of regulatory requirements for cardiovascular risk evaluation for diabetes therapies. She has served as a reviewer or referee for several journals, including Value in Health, Health Affairs, Health Services Research, Journal of the American Medical Association, and Journal of Business and Economic Statistics. Prior to joining Analysis Group, she was head of the health economics and outcomes research department at Genentech, Inc., where she also supported the oncology franchise.

Professor Hylton has over 30 years of experience researching legal issues in antitrust, merger, and intellectual property cases. He is an expert on tort law, labor law, civil procedure, and empirical legal analysis. A prolific author, Professor Hylton has published 5 books and more than 100 scholarly articles on topics such as oligopoly pricing, the intersection of antitrust and intellectual property, and damages in patent infringement cases. He is an associate editor of the International Review of Law and Economics, a former contributing editor of the Antitrust Law Journal, coeditor of Competition Policy International, and editor of the Social Science Research Network’s Torts & Products Liability Law eJournal. Professor Hylton is a past president of the American Law and Economics Association, and previously served as the organization’s secretary-treasurer and vice president. He is a member of the American Law Institute and serves on the board of directors of the Pioneer Institute. Prior to joining Boston University, Professor Hylton was awarded tenure as a faculty member at Northwestern University School of Law and served as a research fellow at the American Bar Foundation.

Mr. Richardson has more than 30 years of experience as a senior executive at institutional asset management firms, most recently as executive director of client service and business development and member of the global management team at Impax Asset Management Group. Throughout his career, Mr. Richardson has been responsible for overseeing the management of institutional investment portfolios of fixed-income, listed equity, and private securities. During the final decade of his tenure as head of Impax’s North American business, these portfolios were managed with a particular focus on the role of environmental, social, and governance (ESG) factors in investment management decisions. He has consulted to public and private companies in numerous industries, including financial services and insurance, on investment, governance, and compliance matters. Mr. Richardson has had oversight of a full range of investment portfolios offered through different fund vehicles, including 40 Act funds, commingled funds, collective trust funds, limited partnerships, and segregated accounts. He has been responsible for client, asset, and revenue growth, as well as new product initiatives and M&A. Mr. Richardson testified at deposition and trial, and has contributed to articles on sustainable investments for media outlets such as the Financial Times, The New York Times, and CNBC. Prior to his work with Impax, he co-founded Global Energy Investors, a private equity infrastructure firm, and Dwight Asset Management, an institutional fixed-income investment firm that was subsequently acquired by Goldman Sachs. He serves as a member of the Global Leadership Council for the World Resources Institute, and as a member of the President’s Council for Ceres. Mr. Richardson is a CFA charterholder.

Professor Hart is a leading expert in contract theory, the theory of the firm, and corporate finance. In 2016, he and Professor Bengt Holmström were awarded the Nobel Prize in Economics for their work in contract theory. Professor Hart’s research centers on the roles that ownership structure and contractual arrangements play in the governance and boundaries of corporations. His recent work involves determining how parties can write better contracts, as well as how a new model of corporate governance can better incorporate the importance shareholders place on nonfinancial criteria.
Professor Hart has consulted to businesses and government entities, and provided expert testimony on contract and governance disputes in which he has evaluated the business purpose and economic substance of special purpose entities. As an expert on behalf of Qualcomm in Apple v. Qualcomm, he provided guidance on the optimal structure of contracts, and why and when they should be enforced. His book Firms, Contracts, and Financial Structure is a leading work in the fields of contract theory and corporate finance. He has published widely in peer-reviewed journals and contributed to the Financial Times and The Wall Street Journal. Professor Hart is a member of the IGM (Initiative on Global Markets) Economics Experts Panel of The University of Chicago Booth School of Business, and is affiliated with the Program on Corporate Governance at Harvard Law School’s John M. Olin Center for Law, Economics, and Business. He is a past president of the American Law and Economics Association.

Dr. Betts specializes in the application of advanced biostatistics techniques in the field of health economics and outcomes research (HEOR). He has broad experience developing research strategies in a range of disease areas, including endocrinology, immunology, hematology, neurology, oncology, psychiatry, virology, and women’s health. Dr. Betts has developed and applied new research methods in the fields of individualized medicine methodology, meta-analyses/indirect comparisons, causal inference, Bayesian statistics, missing data problems, and risk prediction. His expertise includes the design and analysis of clinical trials, health economics modeling, indirect comparisons/network meta-analysis, causal inference, psychometrics, survey design, and retrospective database analyses (including administrative claims, electronic medical records, and registry data). Dr. Betts’s work includes developing risk-benefit analyses, cost-effectiveness models, and network meta-analyses for regulatory submission as well as treatment pattern and burden-of-illness research to support the launch of emerging products. His research has been published in peer-reviewed statistical, medical, and health economics journals and presented at clinical and economic research conferences.

Professor Bosley is an economist specializing in microeconomics and behavioral economics, with a particular focus on examining the dynamics of multi-level marketing organizations (MLMs) in the US and worldwide, including the social and economic factors that influence participation in MLMs. She has been retained as an expert witness and testified at preliminary injunction hearings and trials in this area, and is frequently called upon to evaluate whether at-issue MLMs have misrepresented earning potential and whether they should be classified as pyramid schemes. Professor Bosley’s expert work has spanned numerous federal and state litigations, including before the Federal Trade Commission (FTC), the Securities and Exchange Commission (SEC), and the Washington State Office of the Attorney General. A frequent presenter at academic and industry conferences, she has also been featured in USA Today, as well as on the BBC, HBO, and NPR. Professor Bosley’s work has been published in numerous peer-reviewed journals, such as the Journal of Behavioral and Experimental Economics, The Journal of Consumer Affairs, and the Journal of Labor and Society. She teaches courses in microeconomic theory, behavioral economics, and econometrics, and has received multiple awards for her academic service and teaching. Prior to her career in academia, Professor Bosley was a consultant at Accenture.

Mr. Jenson has extensive experience managing complex high tech capital equipment businesses for public and private equity companies. He has more than 30 years of experience in global manufacturing focusing on general management, marketing, sales, and product development. His experience includes automation systems, robotics, thin-film process equipment, material handling equipment, industrial equipment, and analytical instrumentation. Mr. Jenson has participated in numerous mergers and acquisitions (M&As), as part of both the acquiring firm and the acquired firm. His M&A experience includes investment target identification, valuation, due diligence, integration, and management of acquired companies. In his position as general manager of core technologies for Ocean Insight – a spectroscopy and imaging technology company – Mr. Jenson leads the global sales, marketing, and product development teams. Prior to his work with Ocean Insight, he led the $200 million waterjet cutting systems business segment of SHAPE Technologies Group, managed the $250 million compound semiconductor equipment business unit of Veeco Instruments, and served as a senior leader in automation solutions for the semiconductor and flat panel display industries at Brooks Automation. Mr. Jenson is also a veteran submarine officer of the US Navy.

Dr. Robbins is a pharmaceutical and biotech executive with over 40 years of broad-based industry experience. In his role at Kodiak Strategic Consultants, he consults to a diverse group of pharmaceutical and biotech companies on clinical, regulatory, business development, and licensing issues. Dr. Robbins served as a CEO in residence at the University of Minnesota’s Office for Technology Commercialization and co-founded several biotech ventures. He is actively involved with a number of startups, including GigaMune, Neuropharma Meds, and Diastol Therapeutics. He served as the COO of Bullet Biotechnology, regulatory strategic advisor to GigaGen, and acting CEO of GigaMune, all of which have focused on novel immunotherapies targeting cancer and autoimmune diseases. Dr. Robbins has served as an expert in multiple antitrust matters, intellectual property cases, and contract disputes, and provided testimony at deposition, trial, and arbitration. Prior to his consulting career, he held several senior-level positions at brand and generic pharmaceutical companies, where he was responsible for the development of regulatory and clinical strategies that led to numerous new drug application (NDA), biologics license application (BLA), and abbreviated new drug application (ANDA) approvals by the US Food and Drug Administration (FDA). He has conducted analyses in therapeutic areas that include cardiology, oncology, endocrine/metabolic, women’s health, infectious diseases, radiology, and nuclear medicine and diagnostics. In addition, Dr. Robbins has experience assisting biotech startups with strategy and financing. He holds adjunct professorships in pharmacology at the University of Minnesota Medical School and the University of Minnesota College of Pharmacy, and his work has been published in numerous peer-reviewed scientific journals. Dr. Robbins serves on the Antitrust Council of the Minnesota State Bar Association.

Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation in commercial disputes, mass arbitration proceedings, and regulatory investigations. Her work regularly involves critical examination of theories of liability, development of models to quantify damages, and both quantitative and qualitative analyses in response to allegations of negligence or punitive damages. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies.
A particular focus of Ms. Comeaux’s work is mass arbitrations, including those related to allegations of false advertising, privacy violations, and data breaches. In these matters, she has used her expertise analyzing large, complex datasets to determine the merits of plaintiffs’ claims, the nature and extent of the alleged harm, and the quantification of damages, and to provide support for arbitration proceedings and settlement negotiations.
Ms. Comeaux has also consulted to clients on damages issues through all phases of the litigation process, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has supported a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. She also has expertise in organizational assessments that address theories of liability in the context of a wide range of commercial disputes and regulatory investigations, including allegations that organizations prioritized “profits over safety” and that organizations knew about or should have foreseen an outcome before it occurred.
Ms. Comeaux also has an active pro bono practice focused on housing for the homeless.

Professor Baker is an expert in health care economics, including the effects of regulation on health care markets, physician market structure, the effects of managed care and insurance market competition on health care delivery and spending, and the determinants and impact of medical technology adoption. He has served as a consultant and advisor to health plans, government programs and public initiatives, and firms providing health care services and developing new health care products. Professor Baker’s research has been published in leading academic journals, including JAMA, The New England Journal of Medicine, American Economic Review, and the Journal of Health Economics. He is an elected member of the National Academy of Medicine and the recipient of the American Society of Health Economists’ ASHEcon Medal, which recognizes the top American health economists age 40 or under. Professor Baker’s studies of the relationships between area characteristics and health care delivery have twice won the NIHCM Foundation Health Care Research Award.

Mr. Laliberté specializes in biostatistics and the economics of health outcomes research. He investigates multiple facets of health research, including safety, cost of illness, resource utilization, adherence to therapies, cost effectiveness, and treatment outcomes. Mr. Laliberté’s varied research has examined numerous forms of mental illnesses, respiratory diseases, cancer, cardiovascular diseases, and rare diseases. His expertise includes the retrospective database analysis of claims and electronic medical records, as well as clinical trial data analyses. He has implemented innovative data solutions such as Komodo Health, Mass General Brigham’s Research Patient Data Registry, and IQVIA to address clients’ research questions. Mr. Laliberté’s research has been presented at conferences of the American Heart Association (AHA) and the American Society of Clinical Oncology (ASCO), among others. He has published over 100 papers in medical journals, including CHEST, the American Journal of Hematology, and the Journal of Affective Disorders.

Dr. Borek specializes in the application of microeconomics, finance, and statistics to litigation and complex business problems. He has managed economic analyses presented in numerous intellectual property, antitrust, consumer harm, finance, and tax disputes. Selected cases where the economic analysis played a central role include the following:
- Dr. Borek led an Analysis Group case team in support of economic, marketing, and accounting experts who provided damages testimony on behalf of Samsung Electronics in a patent dispute with Apple, Inc. After finding infringement, a San Jose, California jury ordered Samsung to pay $119.6 million in damages, far short of the $2.2 billion sought by Apple.
- Dr. Borek also led a case team in support of marketing experts who provided testimony on behalf of Samsung Electronics in an earlier patent dispute with Apple. Citing this testimony, a federal judge in California denied Apple's motion to obtain a permanent injunction against several smartphones and tablets marketed by Samsung Electronics, because Apple had failed to establish a causal nexus between Apple's patents and the demand for Samsung's products. The decision was upheld on appeal.
- Dr. Borek led a case team in support of economic, finance, and accounting experts who provided trial testimony in support of the US Department of Justice in a tax dispute with Wells Fargo. Citing the expert testimony extensively, a federal judge in Minnesota disallowed Wells Fargo's tax refund related to $423 million in claimed capital losses because the underlying corporate reorganization lacked business purpose and economic substance. The decision was upheld on appeal.
- Dr. Borek led a case team in support of a marketing expert who provided testimony on behalf of Google in a class certification proceeding involving users of Google's AdWords service. A federal judge in the Northern District of California denied the plaintiffs' motion for class certification. The decision, which referenced the expert testimony extensively, noted that "individualized issues of restitution permeated the class claims."
- Dr. Borek led a case team in support of finance, economic, accounting, and corporate governance experts retained on behalf the former CEO of a leading technology company accused of backdating employee stock options. The multiple associated investigations were resolved through a deferred prosecution agreement.
- Dr. Borek has led case teams in support of multiple marketing experts retained to provide testimony in support of successfully culminated mergers.
Dr. Borek also serves as a Senior Policy Scholar at the Center for Business and Public Policy in Georgetown's McDonough School of Business, and previously held positions with Ernst & Young's Corporate Finance practice and Chernivtsi State University in Ukraine, where he taught international trade and international finance. His research, presented in journals and before professional and academic audiences, has focused on innovation, industrial organization, international trade, labor economics, and corporate governance.


Dr. Brackley is board certified in internal medicine and an expert in patient and medical safety. Her deep knowledge of clinical trial management includes clinical events committees and safety event reviews, as well as pharmacovigilance, post-market processes, field actions, and risk management. She has consulted on these issues to medical device, diagnostic, and pharmaceutical companies for over a decade. Dr. Brackley’s expert experience includes providing medical insight, post-market surveillance, and pharmacovigilance expertise in complex legal matters, in which she has submitted expert reports and testified at deposition; supporting legal teams in their review and understanding of complex medical and epidemiological issues; and reviewing medical records, complaints, and regulatory submissions. She has provided safety oversight and medical review expertise in clinical studies, and developed processes for clinical trial adjudication and data safety monitoring boards. In addition, Dr. Brackley has created strategies for developing and optimizing medical safety groups in the medical device, diagnostic, and pharmaceutical industries, including processes, procedures, organizational structure, implementation, and rollout. Earlier in her career, as a vice president and medical safety officer at Boston Scientific, she provided safety oversight and safety vigilance throughout the product life cycle and was involved in strategic decision making across all products worldwide. Prior to her roles in industry, Dr. Brackley completed a residency in internal medicine. She is a member of the American Medical Association, the Massachusetts Medical Society, and the Regulatory Affairs Professionals Society.

Mr. Beach has more than 30 years of experience valuing businesses; rendering fairness opinions; and negotiating, structuring, and closing mergers and acquisitions (M&A), financings, strategic alliances, and joint ventures. During his career, he has closed over 100 M&A transactions and over 100 financings for companies in the technology, health care, consumer products, and financial services industries. He has frequently served as an expert witness in complex litigation matters involving shareholder rights and valuation, and has testified several times in Delaware Chancery Court. As founder and president of Business Consulting Group, LLC, Mr. Beach oversees the firm’s valuation and advisory work for corporate transactions. Earlier in his career, Mr. Beach was head of corporate finance for KPMG and head of investment banking at Advest, Inc. In addition, he was president and co-founder of Boston Corporate Finance, a boutique investment banking firm focused on providing M&A, capital-raising, and general advisory services to global companies in the technology sector. He has served on the board of numerous companies and organizations, and has advised many companies on their strategic development and direction. Mr. Beach has been a guest lecturer at Harvard Business School, Cornell University, and Dartmouth College. He has been a certified public accountant and is a registered principal with the Financial Industry Regulatory Authority (FINRA).

Mr. Lefebvre specializes in the application of biostatistics and economics of health outcomes research. He has conducted and directed numerous studies in pharmacoeconomics, epidemiology, and health outcomes research in a variety of therapeutic areas such as anemia, asthma, cardiovascular diseases, chronic obstructive pulmonary disease, diabetes, genetic syndrome, hematology, hypertension, infectious diseases, myelodysplastic syndromes, neurological disorders, obesity, oncology, renal diseases, respiratory diseases, and women’s health. His recent work in the health care sector includes numerous clinical trials and medical claims data analyses to investigate resource utilization patterns, patient-reported quality of life, clinical effectiveness, direct medical and indirect productivity costs of a disease burden, and cost-effectiveness associated with the use of pharmaceuticals.
His extensive research is reflected in over 100 peer-reviewed publications in prominent clinical and health economics journals, such as Neurology, Journal of Allergy and Clinical Immunology, Journal of the American Society of Nephrology, Cancer, Hypertension, American Journal of Managed Care, Journal of Managed Care Pharmacy, Value in Health, and PharmacoEconomics. His scientific research has also resulted in numerous presentations at health care conferences as well as presentations to the FDA and CMS, and has included several high-profile studies publicized in the media, including a recent article on the economic burden of vasomotor symptoms in post-menopausal women cited in The Wall Street Journal blog Pharmalot.
Mr. Lefebvre has also served as a peer reviewer for several journals, including CHEST, Annals of Oncology, Clinical Journal of the American Society of Nephrology, Allergy & Asthma Proceedings, Journal of Managed Care Pharmacy, American Journal of Managed Care, Value in Health, and PharmacoEconomics. He is also a member of the International Society of Pharmacoepidemiology and the International Society of Pharmacoeconomics and Outcomes Research. Prior to joining Analysis Group, Mr. Lefebvre was an economist with the Québec Ministry of Finance.

An accomplished practicing physician, Dr. Jha is a global expert on public health and health policy. A leader in the area of pandemic preparedness and response, he was appointed White House COVID-19 Response Coordinator by the Biden administration. In this role, he led work to increase the development of and access to treatments and vaccines, improve testing and surveillance, facilitate major investments in indoor air quality measures, and put in place an infrastructure to respond more effectively to disease outbreaks. Dr. Jha’s research focuses on improving the quality and cost of health care delivery, using global health policies to address the challenges of the COVID-19 pandemic, and crafting better policy to improve health outcomes in the US and worldwide. He has published hundreds of research publications in peer-reviewed journals and has consistently been ranked in the top 1% of most cited researchers. Prior to joining the Brown School of Public Health, Dr. Jha was a professor at the Harvard T.H. Chan School of Public Health and Harvard Medical School. He also served as the faculty director of the Harvard Global Health Institute and held various leadership roles at the Harvard T.H. Chan School of Public Health. Dr. Jha currently serves as a member of the BMJ international advisory board and has been a member of the National Academies of Sciences, Engineering, and Medicine since 2013.

Ms. Comstock has extensive experience applying economic and financial analyses to litigation and other complex business situations. She has assisted clients in all phases of the litigation process, including fact and expert discovery, trial preparation, and settlement negotiations. Ms. Comstock’s case work has involved litigation related to the high-profile bankruptcies of several firms. She has provided consulting support and supported experts in cases related to the alleged manipulation of different benchmark rates, including evaluations of the effects of alleged manipulation on the value of different derivatives and securities. She has also provided consulting and expert support in matters involving alleged violations of Rule 10b-5 and Section 11, and on matters related to mortgage-backed securities. Ms. Comstock has supported experts in ERISA-related litigations, alleged breach of contract matters, and other business and valuation disputes.

Professor Rock is an expert in corporate law and corporate governance. He coauthored the book The Anatomy of Corporate Law: A Comparative and Functional Approach, and has published numerous articles on topics such as poison pills, politics and corporate law, hedge funds, corporate voting, proxy access, corporate federalism, and mergers and acquisitions. Prior to joining the NYU faculty, Professor Rock taught at the University of Pennsylvania Law School, where at various times he served as co-director of the Institute for Law and Economics, associate dean, senior advisor to the president, and provost and director of open course initiatives. He has held visiting professorships at NYU and Columbia University, and was a Fulbright Senior Scholar at Hebrew University. Prior to his academic career, Professor Rock worked as an attorney specializing in complex antitrust, corporate, and securities litigation. In January 2019, the American Law Institute named him Reporter for the Restatement of the Law, Corporate Governance.

Professor Hubbard is a leading expert in public economics, corporate and institutional finance, macroeconomics, antitrust, and industrial organization. He has provided trial and deposition testimony in numerous litigation matters, including more than a dozen cases in the Delaware Chancery Court. He has also served as a testifying expert in several high-profile finance- and securities-related cases, as well as on damages issues in antitrust matters. Professor Hubbard has consulted to several government and international agencies, including the US Department of the Treasury, the US International Trade Commission, the US Securities and Exchange Commission, the World Bank, the Board of Governors of the Federal Reserve System, the Federal Reserve Bank of New York, and the Congressional Budget Office. From 2001 to 2003, he served as chairman of the President’s Council of Economic Advisers.
Professor Hubbard has published more than 100 scholarly articles and coauthored several books, including the widely used textbook Money, the Financial System, and the Economy. His commentaries have appeared in Businessweek, The Wall Street Journal, The New York Times, the Financial Times, and The Washington Post, as well as on PBS television and NPR radio business programs. A frequent speaker, Professor Hubbard has presented his research at economic conferences throughout the world.

Ms. Cotton has extensive experience conducting complex quantitative and qualitative analyses of data in both mergers and litigation matters. She has supported experts from leading universities and managed case teams in a broad range of industries on matters related to antitrust, bankruptcy, class certification, intellectual property, securities, survey design, tax, and transfer pricing. Her recent case work has included assessing competitive effects in major antitrust matters and mergers; analyzing Federal Trade Commission (FTC), US Department of Justice (DOJ), and Canadian Competition Bureau (CCB) merger compliance, including assistance with Hart-Scott-Rodino (HSR) filings, second requests, divestiture analysis, advocacy, and merger trial testimony; managing the independent evaluation of large-scale transaction and customer datasets in major antitrust matters; examining damages issues in a data breach context; and determining arm’s-length pricing in a large US transfer pricing matter. Ms. Cotton also has substantial experience evaluating questions of commonality and typicality in the context of privacy, technology, data breach, pharmaceutical, medical device, and overcharge class actions.

Professor Blanchard’s research combines experiments with observational data analyses to study how consumers make complex decisions about finance and technology. He serves as a marketing and research expert in commercial litigation and advises financial services and technology companies on business strategies and research. Professor Blanchard is the director of Georgetown’s M.B.A. Certificate in Consumer Analytics and Insights program, and he teaches courses on research design, surveys, and quantitative analyses to undergraduate, graduate, and executive education program students. He has been named among the best 40 business professors under 40 by Poets&Quants, and a Young Scholar by the Marketing Science Institute.
Professor Blanchard is an associate editor of the Journal of Marketing Research, the Journal of Consumer Research, and the International Journal of Research in Marketing, and he has published articles in a number of prominent marketing journals. Professor Blanchard’s research and perspectives on consumer finances and technology have been featured in media outlets such as Forbes, Fortune, Harvard Business Review, NerdWallet, The New York Times, Marketplace, and NBC News. In addition to serving on the Georgetown faculty, he served as a member of the American Marketing Association’s Academic Council, and held visiting positions at Dartmouth College and Columbia University.

Professor Keller is an expert on marketing management, branding, and brand equity. His research focuses on improving marketing strategies through an understanding of consumer behavior, as well as on the design, implementation, and evaluation of integrated marketing communication programs. Professor Keller has served as brand advisor to a number of large corporations, including Accenture, American Express, Disney, Ford, Intel, Levi-Strauss, L.L. Bean, Nike, Procter & Gamble, and Samsung. He has published over 120 papers in peer-reviewed journals such as the Journal of Marketing, the Journal of Marketing Research, and the Journal of Consumer Research. He also authored the widely used textbooks Marketing Management (with Philip Kotler) and Strategic Brand Management. Professor Keller has received numerous awards for his research accomplishments, and has conducted marketing seminars for executives in a variety of forums. He previously held faculty positions at the University of California, Berkeley; Stanford University; and the University of North Carolina at Chapel Hill.

Dr. Lewis provides economic analysis and expert witness support in a wide range of litigation matters, including antitrust, class certification, and health care cases. His case work has involved cartel allegations in a variety of industries, alleged horizontal and vertical restraints by manufacturers in the technology and construction industries, antitrust claims against brand and generic drug manufacturers, and transfer pricing disputes. Prior to joining Analysis Group, Dr. Lewis was a manager in the economic and statistical consulting group of a financial advisory firm.

Professor Christoffersen’s research focuses on mutual funds, hedge funds, and the role of financial institutions in capital markets. She has been retained as an expert in litigation matters to address topics such as mutual fund market timing and trading strategy issues. She has published in a number of finance journals, and her work has been cited in The New York Times, the International Herald Tribune, Bloomberg News, and The Wall Street Journal. Professor Christoffersen has received grants from Canada’s Social Sciences and Humanities Research Council, the Montreal Financial Mathematics Institute, and the Quebec Research Funds, as well as research awards from Q Group, the Bank of Canada, the BSI Gamma Foundation, INQUIRE, and the Swiss Finance Institute. Prior to joining the faculty at the University of Toronto, she held positions at McGill University, Copenhagen Business School, and the Department of Finance Canada.

Professor Rossiter is an expert in health economics who has testified or served as an expert in the following areas: competition in the financing and delivery of health services; reimbursement economics, especially for Medicare, Medicare Advantage, and Medicaid; managed care organizations; prescription medicines; survey research; and health information analytics. Professor Rossiter is the former secretary of health and human resources for the Commonwealth of Virginia. In that role, he was responsible for over 15,000 employees in 13 agencies (including 10 state mental hospitals), brought major information technology projects in the Secretariat to national prominence, and made major reforms in Virginia Medicaid. He also served as deputy for policy to the Administrator of the Centers for Medicare and Medicaid Services (CMS). As deputy, he created and directed a new payment system for US hospitals under Medicare, was responsible for the CMS strategic plan, and formulated all agency policy initiatives through the federal legislative process.
Prior to joining the William & Mary faculty, Professor Rossiter was a professor of health administration at Virginia Commonwealth University. He served on the board of regents of the National Library of Medicine, National Institutes of Health; on the board of directors of AcademyHealth; and as chair of the board of directors of the Coalition for Health Services Research, the lobbying arm of AcademyHealth, during the passage of the Affordable Care Act. He has also served on numerous advisory groups, including the National Advisory Council for Healthcare Research and Quality, and is currently a trustee and chair of the Williamsburg Health Foundation. Professor Rossiter is the author or editor of 15 books, and the author of over 50 journal articles on health economics and the role of competition in the financing and delivery of health services.

Dr. Chapsal is an economist who specializes in empirical and theoretical industrial organization. He has provided economic expertise in a large number of high-profile cases involving mergers, cartels, information exchanges, abuses of dominant positions, regulation, intellectual property matters, and damages quantifications. Recent examples include the Lafarge/Holcim and Fnac/Darty mergers, as well as airfreight, cathode ray tube, and elevator cartel cases. Dr. Chapsal has also assisted various firms in designing optimized pricing strategies and dealing with policy issues. His reports have been presented to the competition authorities of France, Germany, Austria, and South Africa; the European Commission; the Higher Regional Court of Düsseldorf; and the Court of Appeals, Conseil d’Etat, Conseil constitutionnel, and Tribunal of Commerce of Paris.
Prior to joining Analysis Group, Dr. Chapsal founded MAPP, a Paris- and Brussels-based economic consultancy, which was acquired by KPMG in 2018. Previously, he worked in a US competition economics consultancy. Dr. Chapsal regularly publishes articles on competition economics, on subjects ranging from the econometric analysis of cartels to geographic market delineation and exclusionary strategies. He is an affiliated professor at the Sciences Po Department of Economics and a member of the CESifo academic research network.

Professor Jena is a health economist, practicing internal medicine physician, and professor of health care policy. His work involves several areas of health economics and policy, including the economics of medical innovation, the economics of physician behavior and the physician workforce, medical malpractice, and the economics of health care productivity. Professor Jena has been retained as an expert in several pharmaceutical and health care industry matters.
A prolific author, Professor Jena is the coauthor of the book Random Acts of Medicine, and he has contributed to more than 150 peer-reviewed articles and articles intended to increase patient understanding, published in outlets including The New England Journal of Medicine and The New York Times. He is a faculty research fellow at the National Bureau of Economic Research and serves on Harvard Medical School’s Standing Committee on Health Policy. Professor Jena is a recipient of the NIH Director’s Early Independence Award to fund research on the physician determinants of health care spending, quality, and patient outcomes, and a recipient of the International Society for Pharmacoeconomics and Outcomes Research (ISPOR) New Investigator Award. In 2018, he was listed among 100 great leaders in health care by Becker’s Hospital Review.

For more than 25 years, Mr. Christensen has worked on high-stakes litigation matters with world-class experts, supporting their testimony at both bench and jury trials. His work has focused on valuation and appraisal matters, private equity disputes, antitrust and consent decree litigations, bankruptcy, and tax and transfer pricing dispute resolutions. Through his extensive experience, he has developed a deep understanding of the high-tech, digital advertising, pharmaceutical, media and entertainment, and finance industries. In addition to his litigation work, Mr. Christensen has also assisted in the preparation of numerous impact studies in the high-tech space on issues such as cloud computing and storage, broadband availability, virtual and augmented reality, artificial intelligence, and the metaverse. His clients have included Meta/Facebook, Google, GSK, AstraZeneca, JAB Holding Company, Bank of America, BNP, and Fidelity. Among his engagements are high-tech antitrust matters, a GSK transfer pricing dispute, the Nortel Networks bankruptcy, Delaware appraisal trial victories involving PetSmart and Panera, and rate-setting trials for BMI. Mr. Christensen is a CFA charterholder.

Professor Cui specializes in using data analytics to assess the performance of operations and supply chain strategies in digital retail, digital entertainment, and platform markets. Her research focuses on causal-driven decision making, drawing on tools such as predict-then-optimize models, causal inference, causal machine learning, optimization, and economic analysis. She also serves as an Amazon Visiting Academic, working with the company’s Supply Chain Optimization Technologies team to build and implement supply chain decision models that have improved the purchasing experience of Amazon customers at lower supply chain costs, or with higher supply chain efficiency. Professor Cui has published dozens of papers on topics such as platform growth, procurement, pricing, fairness strategies, AI and its value creation, food delivery, information sharing, inventory availability information, logistics quality, and delivery speed. Professor Cui holds senior editorial positions at Management Science, Operations Research, Manufacturing & Service Operations Management, and Production and Operations Management. She has been designated as Goizueta Foundation Term Associate Professor, a distinction that is awarded to outstanding tenured research faculty. Prior to joining Emory University, Professor Cui was an assistant professor at the Kelley School of Business at Indiana University.

Mr. Bodington specializes in the business and finance aspects of the electric power industry. He is the founder of a boutique investment banking firm that has provided M&A, financing, and restructuring advisory services to the energy sector for more than 25 years. Mr. Bodington has played a key role in more than 100 transactions with an aggregate value of more than $7 billion. In these engagements, he has led the purchase and sale of interests in power projects; arranged debt and equity financing for energy projects in development, construction, and operation; and advised owners and lenders on various capitalization, value, repayment, restructuring, and management issues. His clients include industrial companies, independent power companies, equity investors, lenders, utility affiliates, and regulated utilities.
Mr. Bodington is also a seasoned expert witness who has provided testimony for clients on finance and damages issues. Prior to founding Bodington & Company, he spent eight years with Bechtel Group and four years with an international management consulting firm. Mr. Bodington is the author of more than 50 articles on a variety of economic and financial topics relevant to the energy sector. He holds Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, 79, and 99 licenses.

Mr. Malinak specializes in financial economics, with particular expertise in damages estimation, applied finance theory, and business and asset valuation. He has provided deposition, arbitration, and trial testimony on economic damages and valuation issues, and has testified on financial integrity, the cost of capital, and economic issues in utility rate hearings and at a Federal Energy Regulatory Commission (FERC) hearing. Mr. Malinak has directed litigation projects in many industries on issues related to securities (including derivative securities), antitrust, breach of contract, taxation, regulatory economics, and intellectual property claims. He has frequently addressed class certification and damages issues in securities fraud cases, as well as the myriad economic, financial, and accounting issues common to most damages calculations, such as cost of capital and prejudgment interest. Mr. Malinak has significant experience in tax-related work, including leading Analysis Group teams in Black & Decker, Inc. v. United States and Chemtech Royalty Associates L.P. v. United States, as well as in financial institutions and risk management, having led consulting teams supporting experts in the Winstar savings and loan litigations. He also completed a major project on the risk of Fannie Mae, resulting in a white paper authored by an academic affiliate. He has served as treasurer, head of the audit and finance committee, and a member of the executive committee and board of directors of the Meridian International Center, an international leadership organization that works with partners in the government, private, NGO, and educational sectors to create lasting international partnerships through leadership programs and cultural exchanges. Prior to joining Analysis Group, Mr. Malinak was a principal at Putnam, Hayes & Bartlett.


Dr. Dawson specializes in applying economics and finance to complex problems in business litigation, including intellectual property (IP), false advertising, securities, and finance matters. Her experience spans several industries, from medical devices and high tech to telecommunications and accounting. Dr. Dawson has consulted to counsel in all phases of the litigation process, including understanding complex claims, assisting with fact and expert discovery, and providing trial support. She has served as an expert witness on matters involving false advertising, breach of contract, and copyright infringement. Dr. Dawson’s case work has involved complex data analysis, development of financial models, general damages assessment, evaluation of lost profits, royalty, and other damages remedies in IP and false advertising matters, ascertainment of loss causation and damages in securities fraud matters, and financial statement analyses. She has spoken at various conferences and served as a panelist on the topics of platform economics and IP damages.

Professor Ketcham is a health care economist with over two decades of experience researching, teaching, and consulting. His areas of expertise include pharmaceutical advertising and promotion, pharmacy benefit managers, health insurance, consumer decision making, physician decision making, hospital pricing, provider incentive programs and payment methods, fair market valuation, employee benefits, and valuation of changes in morbidity and mortality. From 2022 to 2024, Professor Ketcham took a leave from the W.P. Carey School of Business to serve as senior economic advisor to the employee benefits team of a major high-tech company. He has consulted for and collaborated with several large pharmaceutical firms, Banner Health, CVS Caremark, Symphony Health Solutions, the Centers for Medicare & Medicaid Services, the US Department of Health and Human Services, and the US Environmental Protection Agency. Professor Ketcham’s research has been published in journals such as the American Economic Review, The Review of Economic Studies, the American Journal of Health Economics, and Health Affairs. He has served as principal investigator on multiple grants, including federal government grants to study physician decision making, incentive programs, and provider pricing.

Professor Knittel’s research focuses on industrial organization, applied econometrics, and energy and environmental economics. He has provided trial and deposition testimony in a number of litigation matters, including valuing product features in smartphones, PCs, and contact lenses. He has also consulted to Delta Airlines, Ford Motor Company, the US Energy Information Administration, and Korea Electric Power Company. Professor Knittel has authored or coauthored numerous articles on topics such as market structure and product pricing, tacit collusion, and challenges in merger simulation analysis. Examples of his research include articles on the spurious correlation between ethanol production and gasoline prices, unilateral market power in the electricity reserves market, and tacit collusion in credit card markets. His research has appeared in the American Economic Review, the American Economic Journal: Macroeconomics, the American Economic Journal: Economic Policy, The Review of Economics and Statistics, The Journal of Industrial Economics, and The Energy Journal, among other academic publications. He is a former coeditor of the Journal of Public Economics and serves or has served as an associate editor for several other scholarly journals, including the American Economic Journal: Economic Policy, The Journal of Industrial Economics, the Journal of Transport Economics and Policy, and The Journal of Energy Markets. Professor Knittel is a research associate at the National Bureau of Economic Research (NBER) in the Productivity, Innovation, and Entrepreneurship and Industrial Organization programs, and he co-directs the Environment and Energy Economics program.

Dr. Cliff is a financial economist with expertise in a range of topics, including asset valuation, mergers and acquisitions (M&A), tax shelters, stock analysts’ recommendations, IPOs, REITs, derivatives, and hedge funds. He has extensive experience with large financial datasets, sophisticated econometric models, and simulations. In his consulting engagements, Dr. Cliff has addressed damages modeling, class certification, business and asset valuation, analysis of complex financial structures, analysis of solvency and debt covenants, evaluation of investment strategies, and assessment of due diligence practices. In these assignments, he has managed large case teams, designed and performed analyses supporting expert reports, critiqued opposing expert reports, and assisted with preparation for depositions and trial. Dr. Cliff has also served as an expert on cases involving valuation, damages, and liquidity discounts. Prior to joining Analysis Group, Dr. Cliff was a finance professor for nine years at Purdue University and Virginia Tech, where he taught a variety of courses at the undergraduate, M.B.A., and Ph.D. levels. His academic research has been published in leading journals such as the Journal of Finance, the Journal of Business, and Financial Management.

Professor Eden is an expert on transfer pricing and multinational enterprises (MNEs), with decades of experience consulting to MNEs, governments, and international organizations on transfer pricing and MNE strategies and structures. In transfer pricing matters, she has served as an expert witness – in cases that include Coca-Cola Co. v. Commissioner and In re: Nortel Networks – and filed numerous expert reports. Professor Eden has taught courses on transfer pricing, MNEs, and the economics of international business, and founded the Transfer Pricing Aggies program at Texas A&M University, which has trained hundreds of graduate students. She has extensive research experience in areas such as transfer pricing and MNE strategies in the digital economy, and citations to her publications place her in the top 2% of research scientists worldwide. Professor Eden has authored several books, including Taxing Multinationals: Transfer Pricing and Corporate Income Taxation in North America, Multinationals in North America, The Economics of Transfer Pricing, and Research Methods in International Business. She is a frequent speaker at transfer pricing and tax conferences, as well as a former president and dean of the Fellows of the Academy of International Business. She is a currently a member of the United Nations Tax Committee’s Subcommittee on Transfer Pricing.


Mr. McLean specializes in applying finance and economics to problems in complex business litigation, including securities, valuation, tax, and intellectual property (IP) matters. His experience spans several industries, from banking, insurance, and high tech to telecommunications and health care. He has served as an expert witness, and has provided assistance in many phases of litigation, including development, presentation, and review of pretrial discovery; preparation of testimony; and critique of analyses of opposing experts.
Mr. McLean’s case work has included general damages analyses, lost profit and reasonable royalty calculations related to IP misappropriation, and assessments of fiduciary duties and investment management. In addition, he has evaluated the economic characteristics and risk transfer of a range of financial instruments, such as private mortgage insurance, subprime loans, and preferred equity in a new venture. He has led large case teams in a number of high-profile matters, including consulting to the US Department of Justice (DOJ) regarding the financial issues involved in tribal trust fund disputes, and supporting counsel for a large electronics manufacturer in litigation associated with features on smartphones and tablets.
In addition, Mr. McLean has presented on topics related to damages assessment and patents. He has also worked with entrepreneurial companies, helping to develop financial projections, business plans, and marketing strategies.

Professor Kinch is a drug development expert specializing in cancer, immunological, and infectious diseases. His research focuses on combining cutting-edge science and entrepreneurship to improve public health. During his tenure at Washington University in St. Louis, Professor Kinch founded the Center for Research Innovation in Biotechnology (CRIB). At Long Island University (LIU), he directed CRIB, which uses tools such as the Clinical Drug Experience Knowledgebase (CDEK) to assess trends in drug discovery and development. Professor Kinch also co-founded the Center for Drug Discovery (CDD) to identify and underwrite the university’s most promising drug discovery projects. He has been issued more than a dozen US patents, published more than 100 patent applications, and written several books and book chapters on the commercialization of biopharmaceutical innovation, as well as other aspects of drug development. Professor Kinch has published widely in peer-reviewed journals, including Drug Discovery Today, Science, Cell Chemical Biology, and Biotechnology Law Report, and his research has been profiled in media outlets such as The Wall Street Journal, NPR, CBS News, and The New York Times. Prior to his positions at LIU and Washington University, he was the managing director of the Yale Center for Molecular Discovery. Professor Kinch has also taught at Johns Hopkins University and Purdue University, and held senior scientific research positions at Functional Genetics and MedImmune. He has served on the board of the American Cancer Society and on scientific advisory boards for several biopharmaceutical companies.

Dr. DerSarkissian’s expertise includes the application of epidemiologic methods to real-world evidence (RWE) generation in support of product registration, post-approval safety studies, and health economics and outcomes research (HEOR). She has served as an expert witness in litigation and has a wide range of experience in pharmacoepidemiology, biostatistics, and observational data analysis, including in studies on causal methods. Dr. DerSarkissian has provided regulatory and strategic consulting on drug and medical device registration and conducted RWE studies related to US Food and Drug Administration (FDA) and European Medicines Agency (EMA) submissions. She has conducted cost-effectiveness and comparative effectiveness studies; examined treatment patterns, drug adherence, health care resource utilization and costs, and clinical outcomes; assessed direct medical and indirect productivity costs of a disease burden; and assessed patient-reported quality of life and the humanistic burden of a disease. Dr. DerSarkissian has used data from electronic medical records, clinical trials, commercial insurance claims, patient surveys, and medical chart review studies in disease areas that include obesity; HIV/AIDS; cardiovascular diseases; schizophrenia; autoimmune, neurologic, and rare hereditary disorders; and many types of cancer. She has presented her research at conferences on epidemiology and health services, and published articles in a number of peer-reviewed journals. Dr. DerSarkissian is an adjunct assistant professor in the epidemiology department at the UCLA Fielding School of Public Health.

Professor Savitz focuses his epidemiological research on a wide range of public health issues, from the health effects of environmental agents in the workplace and community to a wide range of reproductive health outcomes. He has served as principal investigator on more than three dozen public health studies, including as one of three epidemiologists to evaluate the probable causal link between exposure to perfluorooctanoic acid and the development of certain diseases. Professor Savitz submitted an expert report on behalf of the plaintiffs at the class certification stage of a litigation matter and has consulted on a wide range of issues related to both environmental and reproductive epidemiology. He is the author of more than 300 journal articles and has edited or authored three books, including Interpreting Epidemiologic Evidence: Connecting Research to Applications. Professor Savitz has served as the editor of Epidemiology and the American Journal of Epidemiology, a member of the Epidemiology and Disease Control Study Section of the National Institutes of Health, president of the Society for Epidemiologic Research and the Society for Pediatric and Perinatal Epidemiologic Research, and North American regional councilor for the International Epidemiological Association. He is a member of the National Academy of Medicine and served as vice president for research at Brown University.

Professor Levinsohn is an expert in antitrust, industrial organization, and econometrics. He has provided expert reports and testimony in several landmark antitrust and regulatory matters, including In re: TFT-LCD (Flat Panel) Antitrust Litigation, In re: Vitamins Antitrust Litigation, In re: New Motor Vehicles Canadian Export Antitrust Litigation, and the Tobacco Master Settlement Agreement proceedings. He has also consulted to numerous foreign governments and international organizations.
Professor Levinsohn conducts research in industrial organization, applied econometrics, international economics, and development economics. He has served on the editorial boards of American Economic Review, The Review of Economics and Statistics, the Journal of International Economics, and the Journal of Economic Literature. Prior to joining the Yale faculty, Professor Levinsohn was the J. Ira and Nicki Harris Family Professor of Public Policy at the Gerald R. Ford School of Public Policy at the University of Michigan.

Mr. Cohen has over 30 years’ experience as an expert in international arbitration, valuation, antitrust, intellectual property, and securities, and has testified in arbitration and federal courts on many aspects of economic damages. He specializes in fields that are intensive in intangible assets such as patents, copyrights, trademarks, and trade secrets. He has worked across a wide range of industries, including health care, software and technology, financial services, energy, transportation, and entertainment.
Mr. Cohen has worked with significant corporations including Apple, Microsoft, Oracle, Wells Fargo, State Street, Wachovia, SoundExchange, ASCAP, Liberty Mutual, Allstate Insurance, Johnson & Johnson, AstraZeneca, Astellas, United Airlines, TWA, DaimlerChrysler, Mitsubishi, and Anheuser-Busch. He also has experience in matters related to the US Federal Trade Commission, the US International Trade Commission, the Tax and Antitrust Divisions of the US Department of Justice, the Republic of Uruguay, and the Commonwealth of Australia.
Mr. Cohen is the author of Intangible Assets: Valuation and Economic Benefit and a contributor to the American Bar Association publication Proving Antitrust Damages. He has been a guest lecturer at both Northwestern University and The University of Chicago. He is also a prolific songwriter.


Professor Bucklin is an award-winning research specialist in the quantitative analysis of customer purchase behavior. He is an expert on applied choice models in marketing, channels of distribution, and pricing policies. Professor Bucklin has testified or been deposed in numerous cases involving antitrust and damages issues and most recently served as an expert in the Google AdWords litigation. In his current consulting work, Professor Bucklin focuses on quantitative tools to improve corporate marketing decision making and analysis of the variables involved in consumer choice. He has published extensively on topics related to website browsing, e-commerce purchase behavior, and marketing models. His articles have appeared in the Journal of Marketing Research, Marketing Science, the Journal of Retailing, and Marketing Letters: A Journal of Research in Marketing. He also serves on the editorial board of Marketing Letters. Professor Bucklin previously worked as a consultant at Bain & Company and as a business journalist for The Washington Post.

Professor Klausner teaches courses on corporate law, corporate governance, business transactions, and regulation of financial institutions. In recent years, most of his writing has been on corporate governance. He maintains a database on securities class actions and SEC enforcement actions, and has written papers and blog posts based on that database. In addition, Professor Klausner is currently writing a book and producing an online course called Deals: The Economic Foundations of Business Transactions.
Before beginning his academic career, Professor Klausner practiced law in Washington, DC, and Hong Kong. He was a White House fellow from 1989 to 1990, a law clerk for Judge David Bazelon on the United States Court of Appeals for the District of Columbia Circuit in 1981-82, and a law clerk for Justice William Brennan on the United States Supreme Court.

Dr. Mortimer specializes in health economics, industrial organization, microeconomic theory, and econometrics. He has extensive experience with issues involving competition, intellectual property, marketing, pricing, and valuation with a focus on the health care industry. He has evaluated questions of class certification, damages, liability, and market definition in antitrust matters. He also has provided economic analyses and expert testimony on causation, damages, and valuation in a variety of health care cases, including cases involving allegations of False Claims Act (FCA), Anti-Kickback Statute (AKS), and Lanham Act violations. In addition to his work in litigation, Dr. Mortimer has assisted pharmaceutical and medical device manufacturers on pricing and contracting issues and authored several public policy studies related to legislation establishing a biosimilar approval pathway, biosimilar competition, pharmaceutical pricing, generic drug competition and the role of authorized generic entry, and paragraph IV abbreviated new drug application (ANDA) filings. His research has been published in leading peer-reviewed journals, including Health Affairs, Nature Reviews Drug Discovery, The Journal of Industrial Economics, and the Journal of Medical Economics.

Professor Savoldelli is a finance and investment expert with over 25 years of experience analyzing and advising on a wide range of hedge fund-focused issues, including fund performance, portfolio construction, fund administration, due diligence, capital raising, and asset allocation. He served as a chief investment officer for four different institutions: Optima Fund Management, Merrill Lynch, Swiss Bank Corp. Asset Management, and Chase Manhattan Private Bank. In these roles, he oversaw over $80 billion in assets.
Over the course of his investment career, Professor Savoldelli’s responsibilities included selecting hedge funds for the allocation of investor assets, making asset allocation decisions, managing investment portfolios, developing investment policies, and overseeing investment manager adherence to investment strategy and policy. He has deep experience related to the challenging issues hedge fund managers may face, including those related to fiduciary duty, disclosure, liquidation, side-pockets accounts, and valuation of complex and illiquid assets. Additionally, he is knowledgeable about the roles and responsibilities of hedge fund service providers such as prime brokers, marketers, administrators, and auditors.
At Columbia Business School, Professor Savoldelli teaches a course in the M.B.A. program on the investment strategies employed by hedge funds and best practices for the operational aspects of hedge fund management, including fund administration selection, operational risk evaluation, and leverage risk. In addition, he is a contributing editor on Bloomberg Television, commenting on developments from a hedge fund perspective.

Dr. Duh, Chief Epidemiologist at Analysis Group, specializes in real-world evidence (RWE) generation for product registration, post-approval safety studies, and health economics and outcomes research (HEOR) of pharmaceuticals, vaccines, and regenerative biotherapeutics. She has led over 50 projects for new molecular entity approvals and product label expansion applications to the US Food and Drug Administration (FDA) and European Medicines Agency (EMA), as well as health technology assessment (HTA) research for submissions to national payers such as the Centers for Medicare and Medicaid Services (CMS) in the US and the UK’s National Institute for Health and Care Excellence (NICE). Her extensive research has appeared in over 315 peer-reviewed publications.
Her work also extends to pharmaceutical liability litigation and securities fraud litigation related to adverse drug events that allegedly led to product recalls, market withdrawals, black box warnings, and FDA limited access programs.
Dr. Duh is an adjunct research associate in the Biostatistics department at the Harvard T.H. Chan School of Public Health. She served as a chairperson of drug safety and epidemiology for the Drug Information Association (DIA) and was an adjunct assistant professor of pharmacoeconomics and pharmacoepidemiology at Massachusetts College of Pharmacy and Allied Health Sciences. Dr. Duh was appointed to an expert panel convened by the Foundation for the National Institutes of Health’s (FNIH’s) Observational Medical Outcomes Partnership (OMOP). She has served as a peer reviewer for several journals, including PharmacoEconomics, the American Journal of Health-System Pharmacy, Chest, Pharmacoepidemiology and Drug Safety, the American Journal of Kidney Diseases, and Therapeutics and Clinical Risk Management. Dr. Duh is also an elected member of the American Society of Hematology (ASH) and a member of the American Society of Clinical Oncology (ASCO), the International Society of Pharmacoepidemiology (ISPE), and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website

Pierre Cremieux, CEO of Analysis Group, has a broad range of expertise in health economics, antitrust, statistics, and labor economics. He has consulted to numerous clients in the US and Canada and testified in bench and jury trials, arbitrations, and administrative proceedings.
Dr. Cremieux has served as an expert and supported other experts in both litigation and non-litigation matters on antitrust issues; general commercial claims; contractual disputes; and a number of labor-related matters in a variety of industries, including high tech, pharmaceuticals, biotech, financial products, consumer products, and commodities. He has assessed the evaluation of damages on a class-wide basis in some of the largest class action matters in recent years.
His scientific research in antitrust economics, class certification, health economics, and statistics has been published in numerous peer-reviewed journals including the George Mason Law Review, the American Bar Association Economics Committee Newsletter, The Review of Economics and Statistics, the Journal of Health Economics, Industrial and Labor Relations Review, the Journal of Clinical Oncology, and the American Journal of Managed Care. Dr. Cremieux's research has been cited in leading media outlets including The Wall Street Journal and Forbes.
Dr. Cremieux has frequently presented at leading legal, health care, and economics seminars on topics such as antitrust, class certification, health economics, and statistics, in both the United States and Canada. He has also been invited to teach courses on economics, statistics, health care, and antitrust at various schools including McGill University, Boston University, Harvard Medical School, and Yale's School of Management.
Prior to joining Analysis Group in 1997, Dr. Cremieux spent five years as a professor at the University du Québec à Montréal, and served as an adjunct professor from 1997 to 2018.

Professor Pindyck is a leading industrial organization economist and testifying witness in the areas of antitrust and intellectual property. His research and writing have covered topics in microeconomics and industrial organization, the behavior of resource and commodity markets, financial markets, and econometric modeling and forecasting. His recent work in economics and finance has examined the determinants of market structure and market power, the dynamics of commodity spot and futures markets, criteria for investing in risky projects, the role of R&D, and the value of patents. He has received many academic honors, including several awards for outstanding teaching, and holds senior editorial positions with a number of publications. Professor Pindyck has consulted to dozens of public and private organizations, including the Federal Trade Commission, IBM, and AT&T, and has been deposed and/or testified in over a dozen cases in diverse industries such as food, energy, software, medical devices, and airlines. He has worked with Analysis Group on many of these cases, including the Lotus v. Borland litigation, in which Professor Pindyck used econometric modeling techniques to identify the economic value of various attributes and isolated the value of the infringing features. He also worked with Analysis Group in a major litigation matter involving price-fixing allegations, in which he examined allegations of accumulation of buying power and the resulting effects on negotiations with suppliers.

Ms. Filsoof has conducted economic and financial analyses and managed case teams in support of academic and industry experts in a broad range of finance and securities, antitrust, and commercial litigation matters. Her finance and securities case work has included examining allegations of securities fraud, evaluating investment compliance and suitability and compliance with fiduciary duties, assessing corporate governance, analyzing investment management fees, analyzing the performance of mortgages and mortgage-backed securities (MBS), and assessing the appropriateness of class certification. Ms. Filsoof has supported industry and academic experts on a variety of topics related to MBS, including due diligence, loan underwriting, appraisal, trustee duties, and damages. She has also supported industry experts in addressing regulatory compliance and banking practices, including issues related to fraud, Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, third-party lending relationships, and mortgage lending. Ms. Filsoof’s antitrust case work has included analyzing market structure and competitive dynamics, evaluating the competitive effects of mergers, assessing the appropriateness of class certification, and estimating antitrust damages. Her case work has spanned multiple industries, including financial services, insurance, payment cards, high tech, aviation, and pharmaceuticals. She has substantial experience in payments and has supported academic and industry experts in multiple litigation and consulting engagements involving payment cards and emerging payment methods. Ms. Filsoof has provided assistance to attorneys in all phases of the litigation process, including case strategy, discovery, expert reports, deposition, and trial.

Professor Carlson specializes in the marketing management implications of consumer decision-making processes, including the development of brand preferences and the influence of emerging preferences on the decision making process. Though much of Professor Carlson's research explores consumer decision making, he also studies how voters, jurors, and managers make decisions. Over the last 20 years, he has run thousands of surveys, sampling U.S. and international populations.
Professor Carlson has served as an expert in evaluating a survey in a class action matter, consulted on a high profile class action settlement involving consumer deception, and testified before the SEC in an equity trust matter. Professor Carlson's published research can be found in top marketing, psychology, and management journals. He is also the coauthor of Contemporary Brand Management. He blogs for Psychology Today and Forbes, and maintains an active Twitter account (@ProfKurt). While teaching at Georgetown University between 2009 and 2017, Professor Carlson was director of the Georgetown Institute for Consumer Research and co-director of the McDonough School of Business Behavioral Research Lab, and he received the MSB Dean's Distinguished Faculty Research Award and the Decision Analysis Society's Publication Award.
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Mr. Klein has more than 30 years of experience in finance, specializing in private equity, alternative asset management, and investment banking. He has served as a testifying expert in litigation involving clients in the private equity industry and has testified in various arbitration proceedings, as well as in state and federal court. Mr. Klein has extensive experience managing equity and debt investments in private and publicly traded companies. In addition to his position at Ingwe Capital, he provides consulting and senior portfolio advisory services to LyonRoss Capital Management, a family office investment advisor that manages a portfolio of hedge fund and private equity investments in excess of $500 million. Previously, Mr. Klein was a managing director in a principal investments group at Lehman Brothers, where he developed strategies and managed teams of investment professionals that generated approximately $500 million in profits. Following the Lehman bankruptcy, he was a managing director in the Lehman Brothers Holdings private equity group, where he was responsible for managing, restructuring, valuing, and liquidating a $1.8 billion portfolio of illiquid assets. Earlier in his career, as co-founder of Templeton Direct Advisors, an international private equity firm, he helped develop, market, and manage several successful private equity funds exceeding $200 million in committed capital. He has served on the boards of directors for several public and private companies.

Professor Frejinger is an expert in data-driven methods for solving large-scale decision-making problems under uncertainty. Her research, situated within the broad field of AI, focuses on developing mathematical models and algorithms that integrate techniques from econometrics, machine learning, and operations research. Her work has practical applications in areas such as transportation and supply chain management, and addresses challenges that include demand forecasting, pricing, service design, and scheduling. In Professor Frejinger’s deposition testimony and case work, she has drawn on practical and technical experience that includes years spent conducting research and developing bespoke production-grade AI solutions. Professor Frejinger serves as the Canada Research Chair in Data-Driven Optimization for Transportation for the Government of Canada and as the Chair in Optimization of Railway Operations for the Canadian National Railway Company. She is also a member of the Interuniversity Research Centre on Enterprise Networks, Logistics and Transportation, a Canadian interdisciplinary research center. Professor Frejinger is an associate editor of Transportation Science and the INFORMS Journal on Computing. In the AI space, she has served as a scientific advisor to IVADO Labs, an AI solutions provider; as an associate academic member of Mila, an AI research institute; and as a founding fellow of AI Sweden, the Swedish national center for applied AI. Professor Frejinger’s work has received several international awards, including the Transportation Science and Logistics Society’s Dissertation Prize, presented by the Institute for Operations Research and the Management Sciences.


Professor Scharfstein is a biostatistician with expertise in the design, monitoring, and analysis of randomized clinical trials and observational studies. His research focuses on methods of reporting the results of clinical studies in which missing or censored data, non-compliance, or non-random treatment assignment may have resulted in selection bias. He has testified at deposition and trial in a number of litigation matters involving drug and medical device safety and efficacy in and outside the US. In addition, Professor Scharfstein regularly consults to the pharmaceutical industry, advising on statistical issues related to the regulatory approval of drugs and medical devices. He has served on multiple data safety monitoring boards for clinical trials, including for the National Institute of Allergy and Infectious Diseases. Professor Scharfstein is the principal biostatistician for the Major Extremity Trauma Research Consortium, which conducts multicenter clinical research studies relevant to the treatment and outcomes of orthopedic trauma sustained in the military. Professor Scharfstein is a fellow of the American Statistical Association, a recipient of the ASA’s George W. Snedecor Award for best paper in biometry, and a recipient of the Harvard T.H. Chan School of Public Health Department of Biostatistics’ Lagakos Distinguished Alumni Award. He has received multiple teaching excellence awards for his classes on probability and statistical theory.

Professor Reibstein’s research focuses on competitive marketing strategies, metrics, and product line decisions, among other topics. He has provided marketing management education and consulting research to companies in the consumer goods, pharmaceutical, and oil and gas industries, among others. His consulting activities have included numerous applications of conjoint analysis and other survey techniques in engagements spanning a wide range of products. Professor Reibstein has submitted expert reports and provided testimony on marketing and marketing research in several litigation matters, including analyses of smartphone features in a patent dispute, health claims in a false advertising dispute, and pharmaceutical detailing in a co-marketing dispute.
His recent work includes assessing strategies to address competitors’ reactions to marketing actions and developing metrics that link marketing decisions to financial consequences, which was published in his book, Marketing Metrics: The Definitive Guide to Measuring Marketing Performance. Professor Reibstein is also the author or coauthor of numerous books and chapters in books on subjects including competitive marketing strategy, global branding, and marketing performance measurement. Professor Reibstein has also written several papers on conjoint analysis and its validity and reliability. His research has been published in leading academic journals, including Marketing Science, the Journal of Marketing Research, and the International Journal of Research in Marketing. Â
Professor Reibstein has been honored with more than 30 teaching and publishing awards, including the John S. Day Distinguished Alumni Academic Service Award from Purdue University’s Krannert School of Management. He has served as the chairman of the American Marketing Association board of directors and as the executive director of the Marketing Science Institute.

Dr. Siegel's research focuses on the management, strategy, and organizational issues related to cybersecurity, the intelligent integration of information systems, risk management, data analytics, state stability, systems modeling, security of energy delivery systems, and security researchers (aka hackers). He has served as an expert witness and filed expert reports in a number of IT-related litigations for clients such as SAP, JPMorgan, IBM, Kenexa, Fisher Scientific, Ernst & Young, and Macromedia. His expert case work includes matters involving the acquisition of a software firm, software patent litigation and review (e.g., the Patent Trial and Appeal Board case Versata v. SAP), patent infringement and validity analysis, software licensing agreement disputes, and matters involving financial services software and software related to the extraction of data from web pages. Dr. Siegel has published articles on such topics as simulation modeling for cyber resilience, cyber vulnerability markets, data management strategy, architecture for practical metadata integration, heterogeneous database systems, and managing and valuing a corporate IT portfolio using dynamic modeling of software development and maintenance processes.

Ms. Glowka is a chartered accountant who specializes in the assessment of damages and forensic analysis arising in the context of dispute resolution. She has served as an expert and led consulting teams on complex UK and international assignments, including litigation and international arbitration matters in all the major international arbitration forums, as well as before the High Court of Justice in London, the Scottish Court of Session, and the UK Competition Appeal Tribunal.
Ms. Glowka has acted on a broad range of litigation and arbitration matters across the automotive, oil and gas, pharmaceutical, telecommunications, software, and consumer products industries, among others. Her litigation and arbitration work has involved the evaluation of damages arising in the context of contractual and shareholder disputes, as well as post-transaction disputes such as breach of warranty claims. Ms. Glowka’s forensic accounting work has spanned the analysis and tracing of funds and transactions, as well as the evaluation of fraud and accounting irregularities, including allegations of accounts manipulation for inflating performance-related bonuses and purchase consideration. She has also evaluated complex financial reporting issues under a variety of accounting standard-setting regimes, including UK generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). Ms. Glowka is a member of Chartered Accountants Australia and New Zealand.

Mr. Case is an institutional investment expert with significant expertise in the areas of investment governance, asset allocation, portfolio design and implementation, and portfolio analysis and reporting. As a former institutional investment consultant, he worked with a wide range of global clients, including insurers, health care organizations, corporate and public plan sponsors, family offices, and other large asset pools. Mr. Case was a partner at Mercer Investment Consulting, a practice leader at Evaluation Associates, and a senior consultant at Rogerscasey. He led client service teams for large clients, including defined-benefit and defined-contribution plans, insurers and mutual fund families, and registered investment advisors and foundations. As an expert, Mr. Case has evaluated various process-related issues, including the process used to monitor an ERISA plan’s investment advisor and delegated fiduciary. He previously worked as an investment analyst for AT&T’s pension investment team, oversaw the sub-advisory and pension assets of AXA Equitable Life, and managed the strategic relationship team at Putnam Investments. He is a CFA charterholder.


Dr. Koehn specializes in applied microeconomics and finance. He has performed research and given economic testimony in antitrust, regulatory, tax, and other business litigation matters. The author of several publications on topics such as banking and finance, energy economics, and real estate, Dr. Koehn is a former adjunct associate professor of finance at the University of California, Irvine Graduate School of Management.

Ms. Fournier, an economist with 20 years of consulting experience, has particular expertise in pharmaceuticals, medical devices, and health economics. She has led case teams and provided analyses in False Claims Act (FCA), Anti-Kickback Statute (AKS), and Racketeer Influenced and Corrupt Organizations (RICO) Act matters, including those involving alleged kickbacks, off-label marketing, misbranding, and pricing issues, among others. She has assisted testifying experts in the preparation of reports, testimony, and related analyses in connection with class certification, liability, and damages. She has also directed economic and statistical analyses for a wide variety of health care-related litigations, including analyses of large datasets and government and private administrative claims records. Ms. Fournier has presented a number of abstracts at health care conferences in the US and Canada and published research on cost of illness, drug cost effectiveness, and other topics in health economics. Her coauthored articles on the economic impact of major depressive disorder have been published in peer-reviewed journals such as the Journal of Clinical Psychiatry and PharmacoEconomics.

Mr. Nguyen performs quantitative analyses and economic modeling in support of complex securities matters. He has consulted on a variety of matters involving investment suitability, investment portfolio valuation and risk analysis, mutual fund excessive fees, ERISA, class certification, and damages. His experience on ERISA-related matters includes evaluations of 401(k) plan investment management and recordkeeping fees, securities lending fees and portfolios, investment option performance, and the appropriateness of selected investment options. Mr. Nguyen has also evaluated target date funds, stable value funds, and managed account products, and has worked on numerous matters related to the investment management of fixed-income portfolios, specifically with regard to investments in mortgage-backed securities and collateralized mortgage obligations. In addition, he has performed numerous valuations of organizations for use in strategic advisory and litigation settings, and has extensive experience constructing, managing, and analyzing large proprietary datasets. His notable case work includes In re: American Funds Fee Litigation; Steve Wildman and Jon Borcherding v. American Century Services, LLC, et al.; Kimberly Davis and Vanessa Romano v. Stadion Money Management, LLC; Leonid Falberg v. The Goldman Sachs Group, Inc., et al.; and Jaime Pizarro, et al. v. The Home Depot, Inc., et al.
Professor Chevalier is an expert in industrial organization, finance, and competitive business strategy. She has provided expert testimony and been deposed in several major antitrust matters, including State of New York v. Intel Corporation, in which she assessed the business strategies of competitors in the semiconductor industry and evaluated market outcomes. An affiliate with Analysis Group, Professor Chevalier, supported by Analysis Group teams, recently served as an expert in litigation involving online search databases, and in several matters involving entertainment industry issues related to rights, prices, and competition. She has also assisted a number of major technology firms with analyses of competition and antitrust issues. Professor Chevalier's academic research focuses on the economics of electronic commerce, the interaction between firm capital structure and product market competition, and price seasonality and cyclicality. Her research has been featured in Slate magazine and on National Public Radio. Professor Chevalier is also an elected member of the American Academy of Arts and Sciences. She is a former member of the American Economic Association's (AEA) Executive Committee and a former board member of the organization's Committee on the Status of Women in the Economics Profession. In 1999, she won the first biennial Elaine Bennett prize, given by the AEA in recognition of research by a woman in any area of economics. Professor Chevalier is an active author. She has published articles in the American Economic Review; Journal of Industrial Economics; Journal of Business; Quarterly Journal of Economics; Journal of Finance; Journal of Law, Economics, and Organization; and Journal of Political Economy. She is a former coeditor of the Rand Journal of Economics and has served as a coeditor of the American Economic Review, editor of the B.E. Journal of Economic and Policy Analysis, advisory editor of Quantitative Marketing and Economics, and associate editor of numerous journals.
Dr. Befurt is an expert in applying marketing research methods to litigation matters and strategic business problems. He specializes in developing survey experiments and choice modeling approaches in consumer surveys. He has served as an expert witness in survey and sampling matters, and has assisted academic affiliates in survey conceptualization, administration, and evaluation. Dr. Befurt’s many clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), the Office of the Attorney General of New York, Microsoft, Oracle, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, Cree Lighting, Research In Motion, and Nestlé. He has testified at numerous depositions and trials.
As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, trademark disputes, consumer disclosures, product liability, false advertising, brand reputation, and sampling. He has extensive experience developing experimental studies and usage surveys, as well as modeling consumer choice, including conducting and examining conjoint analyses. Dr. Befurt’s work also includes the evaluation and application of market research techniques in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex survey data, and created tools to allow clients to understand consumer preferences and market forces through market simulations. Dr. Befurt’s experience spans over two decades and includes numerous projects for automobile manufacturers in Europe and the US.
Professor Amir is an expert on consumer behavior – specifically, decision-making mechanisms and their influences on online and offline marketplaces, pricing and promotion strategies, and consumer preferences. His research has also addressed judgment, behavioral economics, risk and uncertainty, and the psychology of money. Professor Amir has been retained as an expert witness and testified at deposition in numerous cases, including consumer protection, trademark, and false advertising/packaging matters. He has also consulted to and conducted market research for companies in the life sciences, biotechnology, media, gaming, and defense industries. Professor Amir’s research has been published in the Journal of Consumer Research, the Journal of Marketing Research, Marketing Science, and Marketing Letters. He frequently speaks on these subjects at conferences and invited talks. Professor Amir has received research grants from the Marketing Science Institute and the Robert Wood Johnson Foundation for his work on consumer choice and reasoning. Prior to joining the Rady School of Management, he was on the faculty of the Yale School of Management.
Dr. Kirson is an applied health economist with extensive experience in health economics and outcomes research (HEOR), strategy and market access, and complex litigation matters. He specializes in the application of advanced statistical methods to the analysis of a variety of real-world and clinical data, as well as the development of advanced modeling tools. He has worked closely with many different stakeholders in the health care industry, including biopharmaceutical and device manufacturers, payers, government agencies, leading law firms, and academic experts. Dr. Kirson has managed numerous HEOR and strategy projects, including novel cost-effectiveness analyses, submissions to health technology assessment (HTA) organizations, the design of outcomes-based contracts, the analysis of pharmaceutical pricing, burden-of-illness studies, comparative-effectiveness research, and budget impact assessments. In the regulatory context, he has supported a successful 510(k) pre-market submission to the US Food and Drug Administration (FDA) on behalf of a medical device manufacturer, including the presentation of statistical analyses to an FDA advisory panel. In litigation, Dr. Kirson’s case work has included the evaluation of antitrust matters in the health care sector and the assessment of issues pertaining to the False Claims Act. His work has resulted in numerous conference presentations and peer-reviewed publications in leading journals such as Nature Reviews Drug Discovery, Health Affairs, Alzheimer’s & Dementia, and Diabetes Care, as well as various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Forefront, STAT, and Law360. Dr. Kirson served on the board of the ISPOR Boston Regional Chapter, including a term as the Chapter President. He is also a member of the editorial board of the journal Pharmacoeconomics Open.
Professor Barasch is an expert in marketing and consumer behavior who uses surveys and experimental designs to study how technology influences consumer perceptions, memory, decision making, and social interactions. Her research focuses on interpersonal communication in online contexts, consumer perceptions of pricing information, and perceptions of fairness regarding the impact of technological innovations, and she has testified as an expert witness on consumer perceptions of advertising. Professor Barasch has published her research in academic journals such as the Journal of Consumer Research, the Journal of Marketing Research, and the Journal of Marketing, and her work has been featured in global press outlets including The New York Times, The Washington Post, The Atlantic, and Fast Company. Her research accolades include the Association for Consumer Research’s Early Career Research Award and the American Marketing Association’s Erin Anderson Award for an Emerging Female Mentor and Scholar. Professor Barasch is the director of the marketing Ph.D. program at the University of Colorado Boulder, where she supervises several doctoral students. Previously, she was an associate marketing professor at NYU Stern School of Business and a visiting professor at INSEAD.
Dr. Chakraborty is an economist with an extensive background in economics, finance, accounting, and valuation. She has been retained both as an expert witness and as a consultant in a number of matters involving equity and fixed income securities, valuation, solvency, fraudulent conveyance, and economic damages. Dr. Chakraborty has conducted analyses in matters involving bankruptcy, mergers and acquisitions (M&A), tax and transfer pricing, international arbitrations, fraud, and theft of trade secrets and misappropriation. Her work has involved the development of financial and economic models, the evaluation of large datasets, and the application of statistical methods to a variety of complex problems. She has worked on matters involving companies in many industries, including financial services, energy, retail, and pharmaceuticals.
Mr. Richard has more than 20 years of experience in institutional money management. He was a founder of Taurus Horizon Fund, where he was a managing partner and fund manager for the strategy. Previously, he served at State Street Global Advisors as a senior fixed-income portfolio manager. The assets under his management exceeded $15 billion dollars. Mr. Richard's investment expertise spans a variety of security types, including unsecured corporate credit and securitized structures (such as ABS, MBS, CMBS, and CDO). Over his career, Mr. Richard has also taken an active role in trading securities and performing due-diligence credit work on underlying collateral.
Mr. Richard has provided expert reports, rebuttal reports, deposition testimony, and trial testimony in a number of securities-related cases, opining on issues related to valuation, portfolio manager due diligence, investment suitability, and market conditions, among others. He has served as an expert witness in securities litigation in which he analyzed structured investment vehicles (SIV) on behalf of a large investment bank, and has opined on issues related to the residential mortgage-backed security (RMBS) market. He has also provided consulting services on matters related to auction-rate securities and embedded swap agreements within structured finance instruments. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.
Dr. Bernard specializes in the application of microeconomics and statistics to a broad range of litigation matters, including in the areas of antitrust and finance. He has supported experts in cases related to antitrust liability, class certification, market definition, quantification of damages, and valuation. Dr. Bernard has also assisted with a range of expert reports, from industry analyses to quantitative and econometric assessments of liability and damages. His litigation experience spans a wide variety of industries, including agriculture, currency trading, energy, hospitality, industrial equipment, municipal bonds, pharmaceuticals, residential rentals, and telecommunications. Dr. Bernard has supported attorneys and experts in all phases of litigation, including pretrial discovery, expert reports, deposition, and trial.
Professor Blouin is an expert on the role of taxation in firm decision making. Her research examines the effect of taxes on asset pricing, capital structure, corporate payout behavior, multinational firm behavior, and mergers and acquisitions. She has also examined the effects of investor tax-sensitivity on portfolio rebalancing, price pressure, and fund performance. Professor Blouin has provided expert analysis and testimony in tax shelter litigation on behalf of the US Department of Justice, and in pharmaceutical patent litigation regarding transfer pricing and the repatriation of earnings by multinational corporations and their affiliates. Professor Blouin’s research has been published in peer-reviewed journals that include the Journal of Accounting and Economics and National Tax Journal, and she is an editor of the Review of Accounting Studies and an associate editor of the Journal of Accounting Research. Her work has been cited in The Wall Street Journal, The New York Times, and the Financial Times, as well as on NPR. She is a recipient of the University of Pennsylvania’s Lindback Award for Distinguished Teaching and Wharton Teaching Excellence Award. Prior to her academic career, Professor Blouin was a tax manager with Arthur Andersen.
Mr. Korman is an expert on issues related to finance, regulatory, antitrust, and class action matters, with extensive experience in securities litigation. His experience includes performing damages exposure analyses, supporting counsel in mediation, and supporting experts in their preparation of testimony and reports on class certification, liability, and damages issues in numerous Rule 10b-5 and Section 11 matters, including the securities fraud class action matter T. Jeffrey Simpson, et al. v. Homestore.com, Inc., et al. – one of the relatively few securities fraud matters that has proceeded to trial – and recent securities matters in the high-tech, health care, energy, and industrial sectors, among others. In the context of ERISA litigation, he has evaluated investment performance, fees, portfolio management, mutual funds, and stable value funds.
Mr. Korman has extensive experience analyzing market power in wholesale electric power markets. He has analyzed such markets in several M&A proceedings, and supported the preparation of numerous wholesale power market analyses related to company applications for market-based rate authority from the Federal Energy Regulatory Commission (FERC). He has also provided testimony on these issues to FERC on several occasions.
In addition, Mr. Korman has published on topics related to the energy and financial markets, including contributing a chapter titled “Federal Securities Acts and Areas of Expert Analysis” to the Litigation Services Handbook.
Professor Dranove's research focuses on problems in industrial organization and business strategy, with an emphasis on the health care industry. He has published nearly 100 research articles and book chapters, and is the author of six books, including The Economic Evolution of American Healthcare, Code Red, and the textbook The Economics of Strategy, which is used by leading business schools around the world. Professor Dranove regularly consults with leading health care organizations in the public and private sectors. He also has two decades of experience performing and testifying about economic analyses in both litigation and regulatory actions. Most recently, he testified on competition issues for the US Department of Justice in the agency’s effort to block a proposed merger of two commercial health insurers. Professor Dranove concluded that the proposed transaction likely would result in higher prices and less innovation. He also has served on the executive committee and board of directors of the Health Care Cost Institute. Professor Dranove is on the review board of numerous prominent industry journals; he is the editor of the International Journal of Health Economics and Management and an associate editor of the RAND Journal of Economics. He is an elected member of the National Academy of Medicine.
Professor Bail is widely recognized for his work in computational social science, which uses tools from data science to predict human behavior. His work leverages artificial intelligence and machine learning to examine substantive issues ranging from social media to consumer protection, bot detection, and digital forensics. Professor Bail’s research has led to new social media products and informed government legislation on the regulation of the technology sector in the US and internationally. He has served as an expert witness in litigation concerning a major social media company. Professor Bail’s work has been published in Science, Nature, and the Proceedings of the National Academy of Sciences, as well as profiled in several media outlets, including The New York Times, The New Yorker, NBC Nightly News, and the BBC. He is also the editor of the Oxford University Press Series in Computational Social Science. Professor Bail is the founder of the Summer Institute in Computational Social Science and helped launch Duke University’s interdisciplinary data science master’s program. He is a Guggenheim and Carnegie Fellow and has been awarded the Science Breakthrough of the Year Award by the Falling Walls Foundation. Prior to joining the Duke faculty, Professor Bail was the Robert Wood Johnson Foundation Scholar at the University of Michigan, as well as a visiting scholar at the London School of Economics and Political Science and the National Foundation of Political Science at Sciences Po.
Dr. Chawla has more than 25 years of experience as an economist in the health care sector. Since joining Analysis Group in 2007, she has helped global biopharmaceutical, diagnostic, and medical device manufacturers - as well as development-stage companies - address product development and commercialization objectives, particularly as they relate to market access. Her work has spanned a wide range of therapeutic areas, including multiple indications in oncology. Her recent client work includes landscape assessments, economic modeling, and strategic plans to inform evidence generation in the context of product development and market access launch strategy; forecasts to help prioritize research and support licensing and venture funding discussions; payer research and advisory boards; and launch materials that communicate a product's clinical and economic value to support evidence-based reviews. Dr. Chawla recently led an engagement comprising a fully integrated market access strategy and related tactics to support the launch of a novel drug to treat an orphan disease.
Dr. Chawla's recent publications include an assessment of the impact of regulatory requirements for cardiovascular risk evaluation for diabetes therapies. She has served as a reviewer or referee for several journals, including Value in Health, Health Affairs, Health Services Research, Journal of the American Medical Association, and Journal of Business and Economic Statistics. Prior to joining Analysis Group, she was head of the health economics and outcomes research department at Genentech, Inc., where she also supported the oncology franchise.
Professor Hylton has over 30 years of experience researching legal issues in antitrust, merger, and intellectual property cases. He is an expert on tort law, labor law, civil procedure, and empirical legal analysis. A prolific author, Professor Hylton has published 5 books and more than 100 scholarly articles on topics such as oligopoly pricing, the intersection of antitrust and intellectual property, and damages in patent infringement cases. He is an associate editor of the International Review of Law and Economics, a former contributing editor of the Antitrust Law Journal, coeditor of Competition Policy International, and editor of the Social Science Research Network’s Torts & Products Liability Law eJournal. Professor Hylton is a past president of the American Law and Economics Association, and previously served as the organization’s secretary-treasurer and vice president. He is a member of the American Law Institute and serves on the board of directors of the Pioneer Institute. Prior to joining Boston University, Professor Hylton was awarded tenure as a faculty member at Northwestern University School of Law and served as a research fellow at the American Bar Foundation.
Mr. Richardson has more than 30 years of experience as a senior executive at institutional asset management firms, most recently as executive director of client service and business development and member of the global management team at Impax Asset Management Group. Throughout his career, Mr. Richardson has been responsible for overseeing the management of institutional investment portfolios of fixed-income, listed equity, and private securities. During the final decade of his tenure as head of Impax’s North American business, these portfolios were managed with a particular focus on the role of environmental, social, and governance (ESG) factors in investment management decisions. He has consulted to public and private companies in numerous industries, including financial services and insurance, on investment, governance, and compliance matters. Mr. Richardson has had oversight of a full range of investment portfolios offered through different fund vehicles, including 40 Act funds, commingled funds, collective trust funds, limited partnerships, and segregated accounts. He has been responsible for client, asset, and revenue growth, as well as new product initiatives and M&A. Mr. Richardson testified at deposition and trial, and has contributed to articles on sustainable investments for media outlets such as the Financial Times, The New York Times, and CNBC. Prior to his work with Impax, he co-founded Global Energy Investors, a private equity infrastructure firm, and Dwight Asset Management, an institutional fixed-income investment firm that was subsequently acquired by Goldman Sachs. He serves as a member of the Global Leadership Council for the World Resources Institute, and as a member of the President’s Council for Ceres. Mr. Richardson is a CFA charterholder.
Professor Hart is a leading expert in contract theory, the theory of the firm, and corporate finance. In 2016, he and Professor Bengt Holmström were awarded the Nobel Prize in Economics for their work in contract theory. Professor Hart’s research centers on the roles that ownership structure and contractual arrangements play in the governance and boundaries of corporations. His recent work involves determining how parties can write better contracts, as well as how a new model of corporate governance can better incorporate the importance shareholders place on nonfinancial criteria.
Professor Hart has consulted to businesses and government entities, and provided expert testimony on contract and governance disputes in which he has evaluated the business purpose and economic substance of special purpose entities. As an expert on behalf of Qualcomm in Apple v. Qualcomm, he provided guidance on the optimal structure of contracts, and why and when they should be enforced. His book Firms, Contracts, and Financial Structure is a leading work in the fields of contract theory and corporate finance. He has published widely in peer-reviewed journals and contributed to the Financial Times and The Wall Street Journal. Professor Hart is a member of the IGM (Initiative on Global Markets) Economics Experts Panel of The University of Chicago Booth School of Business, and is affiliated with the Program on Corporate Governance at Harvard Law School’s John M. Olin Center for Law, Economics, and Business. He is a past president of the American Law and Economics Association.
Dr. Betts specializes in the application of advanced biostatistics techniques in the field of health economics and outcomes research (HEOR). He has broad experience developing research strategies in a range of disease areas, including endocrinology, immunology, hematology, neurology, oncology, psychiatry, virology, and women’s health. Dr. Betts has developed and applied new research methods in the fields of individualized medicine methodology, meta-analyses/indirect comparisons, causal inference, Bayesian statistics, missing data problems, and risk prediction. His expertise includes the design and analysis of clinical trials, health economics modeling, indirect comparisons/network meta-analysis, causal inference, psychometrics, survey design, and retrospective database analyses (including administrative claims, electronic medical records, and registry data). Dr. Betts’s work includes developing risk-benefit analyses, cost-effectiveness models, and network meta-analyses for regulatory submission as well as treatment pattern and burden-of-illness research to support the launch of emerging products. His research has been published in peer-reviewed statistical, medical, and health economics journals and presented at clinical and economic research conferences.
Professor Bosley is an economist specializing in microeconomics and behavioral economics, with a particular focus on examining the dynamics of multi-level marketing organizations (MLMs) in the US and worldwide, including the social and economic factors that influence participation in MLMs. She has been retained as an expert witness and testified at preliminary injunction hearings and trials in this area, and is frequently called upon to evaluate whether at-issue MLMs have misrepresented earning potential and whether they should be classified as pyramid schemes. Professor Bosley’s expert work has spanned numerous federal and state litigations, including before the Federal Trade Commission (FTC), the Securities and Exchange Commission (SEC), and the Washington State Office of the Attorney General. A frequent presenter at academic and industry conferences, she has also been featured in USA Today, as well as on the BBC, HBO, and NPR. Professor Bosley’s work has been published in numerous peer-reviewed journals, such as the Journal of Behavioral and Experimental Economics, The Journal of Consumer Affairs, and the Journal of Labor and Society. She teaches courses in microeconomic theory, behavioral economics, and econometrics, and has received multiple awards for her academic service and teaching. Prior to her career in academia, Professor Bosley was a consultant at Accenture.
Mr. Jenson has extensive experience managing complex high tech capital equipment businesses for public and private equity companies. He has more than 30 years of experience in global manufacturing focusing on general management, marketing, sales, and product development. His experience includes automation systems, robotics, thin-film process equipment, material handling equipment, industrial equipment, and analytical instrumentation. Mr. Jenson has participated in numerous mergers and acquisitions (M&As), as part of both the acquiring firm and the acquired firm. His M&A experience includes investment target identification, valuation, due diligence, integration, and management of acquired companies. In his position as general manager of core technologies for Ocean Insight – a spectroscopy and imaging technology company – Mr. Jenson leads the global sales, marketing, and product development teams. Prior to his work with Ocean Insight, he led the $200 million waterjet cutting systems business segment of SHAPE Technologies Group, managed the $250 million compound semiconductor equipment business unit of Veeco Instruments, and served as a senior leader in automation solutions for the semiconductor and flat panel display industries at Brooks Automation. Mr. Jenson is also a veteran submarine officer of the US Navy.
Dr. Robbins is a pharmaceutical and biotech executive with over 40 years of broad-based industry experience. In his role at Kodiak Strategic Consultants, he consults to a diverse group of pharmaceutical and biotech companies on clinical, regulatory, business development, and licensing issues. Dr. Robbins served as a CEO in residence at the University of Minnesota’s Office for Technology Commercialization and co-founded several biotech ventures. He is actively involved with a number of startups, including GigaMune, Neuropharma Meds, and Diastol Therapeutics. He served as the COO of Bullet Biotechnology, regulatory strategic advisor to GigaGen, and acting CEO of GigaMune, all of which have focused on novel immunotherapies targeting cancer and autoimmune diseases. Dr. Robbins has served as an expert in multiple antitrust matters, intellectual property cases, and contract disputes, and provided testimony at deposition, trial, and arbitration. Prior to his consulting career, he held several senior-level positions at brand and generic pharmaceutical companies, where he was responsible for the development of regulatory and clinical strategies that led to numerous new drug application (NDA), biologics license application (BLA), and abbreviated new drug application (ANDA) approvals by the US Food and Drug Administration (FDA). He has conducted analyses in therapeutic areas that include cardiology, oncology, endocrine/metabolic, women’s health, infectious diseases, radiology, and nuclear medicine and diagnostics. In addition, Dr. Robbins has experience assisting biotech startups with strategy and financing. He holds adjunct professorships in pharmacology at the University of Minnesota Medical School and the University of Minnesota College of Pharmacy, and his work has been published in numerous peer-reviewed scientific journals. Dr. Robbins serves on the Antitrust Council of the Minnesota State Bar Association.
Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation in commercial disputes, mass arbitration proceedings, and regulatory investigations. Her work regularly involves critical examination of theories of liability, development of models to quantify damages, and both quantitative and qualitative analyses in response to allegations of negligence or punitive damages. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies.
A particular focus of Ms. Comeaux’s work is mass arbitrations, including those related to allegations of false advertising, privacy violations, and data breaches. In these matters, she has used her expertise analyzing large, complex datasets to determine the merits of plaintiffs’ claims, the nature and extent of the alleged harm, and the quantification of damages, and to provide support for arbitration proceedings and settlement negotiations.
Ms. Comeaux has also consulted to clients on damages issues through all phases of the litigation process, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has supported a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. She also has expertise in organizational assessments that address theories of liability in the context of a wide range of commercial disputes and regulatory investigations, including allegations that organizations prioritized “profits over safety” and that organizations knew about or should have foreseen an outcome before it occurred.
Ms. Comeaux also has an active pro bono practice focused on housing for the homeless.
Professor Baker is an expert in health care economics, including the effects of regulation on health care markets, physician market structure, the effects of managed care and insurance market competition on health care delivery and spending, and the determinants and impact of medical technology adoption. He has served as a consultant and advisor to health plans, government programs and public initiatives, and firms providing health care services and developing new health care products. Professor Baker’s research has been published in leading academic journals, including JAMA, The New England Journal of Medicine, American Economic Review, and the Journal of Health Economics. He is an elected member of the National Academy of Medicine and the recipient of the American Society of Health Economists’ ASHEcon Medal, which recognizes the top American health economists age 40 or under. Professor Baker’s studies of the relationships between area characteristics and health care delivery have twice won the NIHCM Foundation Health Care Research Award.
Mr. Laliberté specializes in biostatistics and the economics of health outcomes research. He investigates multiple facets of health research, including safety, cost of illness, resource utilization, adherence to therapies, cost effectiveness, and treatment outcomes. Mr. Laliberté’s varied research has examined numerous forms of mental illnesses, respiratory diseases, cancer, cardiovascular diseases, and rare diseases. His expertise includes the retrospective database analysis of claims and electronic medical records, as well as clinical trial data analyses. He has implemented innovative data solutions such as Komodo Health, Mass General Brigham’s Research Patient Data Registry, and IQVIA to address clients’ research questions. Mr. Laliberté’s research has been presented at conferences of the American Heart Association (AHA) and the American Society of Clinical Oncology (ASCO), among others. He has published over 100 papers in medical journals, including CHEST, the American Journal of Hematology, and the Journal of Affective Disorders.
Dr. Borek specializes in the application of microeconomics, finance, and statistics to litigation and complex business problems. He has managed economic analyses presented in numerous intellectual property, antitrust, consumer harm, finance, and tax disputes. Selected cases where the economic analysis played a central role include the following:
- Dr. Borek led an Analysis Group case team in support of economic, marketing, and accounting experts who provided damages testimony on behalf of Samsung Electronics in a patent dispute with Apple, Inc. After finding infringement, a San Jose, California jury ordered Samsung to pay $119.6 million in damages, far short of the $2.2 billion sought by Apple.
- Dr. Borek also led a case team in support of marketing experts who provided testimony on behalf of Samsung Electronics in an earlier patent dispute with Apple. Citing this testimony, a federal judge in California denied Apple's motion to obtain a permanent injunction against several smartphones and tablets marketed by Samsung Electronics, because Apple had failed to establish a causal nexus between Apple's patents and the demand for Samsung's products. The decision was upheld on appeal.
- Dr. Borek led a case team in support of economic, finance, and accounting experts who provided trial testimony in support of the US Department of Justice in a tax dispute with Wells Fargo. Citing the expert testimony extensively, a federal judge in Minnesota disallowed Wells Fargo's tax refund related to $423 million in claimed capital losses because the underlying corporate reorganization lacked business purpose and economic substance. The decision was upheld on appeal.
- Dr. Borek led a case team in support of a marketing expert who provided testimony on behalf of Google in a class certification proceeding involving users of Google's AdWords service. A federal judge in the Northern District of California denied the plaintiffs' motion for class certification. The decision, which referenced the expert testimony extensively, noted that "individualized issues of restitution permeated the class claims."
- Dr. Borek led a case team in support of finance, economic, accounting, and corporate governance experts retained on behalf the former CEO of a leading technology company accused of backdating employee stock options. The multiple associated investigations were resolved through a deferred prosecution agreement.
- Dr. Borek has led case teams in support of multiple marketing experts retained to provide testimony in support of successfully culminated mergers.
Dr. Borek also serves as a Senior Policy Scholar at the Center for Business and Public Policy in Georgetown's McDonough School of Business, and previously held positions with Ernst & Young's Corporate Finance practice and Chernivtsi State University in Ukraine, where he taught international trade and international finance. His research, presented in journals and before professional and academic audiences, has focused on innovation, industrial organization, international trade, labor economics, and corporate governance.
Dr. Brackley is board certified in internal medicine and an expert in patient and medical safety. Her deep knowledge of clinical trial management includes clinical events committees and safety event reviews, as well as pharmacovigilance, post-market processes, field actions, and risk management. She has consulted on these issues to medical device, diagnostic, and pharmaceutical companies for over a decade. Dr. Brackley’s expert experience includes providing medical insight, post-market surveillance, and pharmacovigilance expertise in complex legal matters, in which she has submitted expert reports and testified at deposition; supporting legal teams in their review and understanding of complex medical and epidemiological issues; and reviewing medical records, complaints, and regulatory submissions. She has provided safety oversight and medical review expertise in clinical studies, and developed processes for clinical trial adjudication and data safety monitoring boards. In addition, Dr. Brackley has created strategies for developing and optimizing medical safety groups in the medical device, diagnostic, and pharmaceutical industries, including processes, procedures, organizational structure, implementation, and rollout. Earlier in her career, as a vice president and medical safety officer at Boston Scientific, she provided safety oversight and safety vigilance throughout the product life cycle and was involved in strategic decision making across all products worldwide. Prior to her roles in industry, Dr. Brackley completed a residency in internal medicine. She is a member of the American Medical Association, the Massachusetts Medical Society, and the Regulatory Affairs Professionals Society.
Mr. Beach has more than 30 years of experience valuing businesses; rendering fairness opinions; and negotiating, structuring, and closing mergers and acquisitions (M&A), financings, strategic alliances, and joint ventures. During his career, he has closed over 100 M&A transactions and over 100 financings for companies in the technology, health care, consumer products, and financial services industries. He has frequently served as an expert witness in complex litigation matters involving shareholder rights and valuation, and has testified several times in Delaware Chancery Court. As founder and president of Business Consulting Group, LLC, Mr. Beach oversees the firm’s valuation and advisory work for corporate transactions. Earlier in his career, Mr. Beach was head of corporate finance for KPMG and head of investment banking at Advest, Inc. In addition, he was president and co-founder of Boston Corporate Finance, a boutique investment banking firm focused on providing M&A, capital-raising, and general advisory services to global companies in the technology sector. He has served on the board of numerous companies and organizations, and has advised many companies on their strategic development and direction. Mr. Beach has been a guest lecturer at Harvard Business School, Cornell University, and Dartmouth College. He has been a certified public accountant and is a registered principal with the Financial Industry Regulatory Authority (FINRA).
Mr. Lefebvre specializes in the application of biostatistics and economics of health outcomes research. He has conducted and directed numerous studies in pharmacoeconomics, epidemiology, and health outcomes research in a variety of therapeutic areas such as anemia, asthma, cardiovascular diseases, chronic obstructive pulmonary disease, diabetes, genetic syndrome, hematology, hypertension, infectious diseases, myelodysplastic syndromes, neurological disorders, obesity, oncology, renal diseases, respiratory diseases, and women’s health. His recent work in the health care sector includes numerous clinical trials and medical claims data analyses to investigate resource utilization patterns, patient-reported quality of life, clinical effectiveness, direct medical and indirect productivity costs of a disease burden, and cost-effectiveness associated with the use of pharmaceuticals.
His extensive research is reflected in over 100 peer-reviewed publications in prominent clinical and health economics journals, such as Neurology, Journal of Allergy and Clinical Immunology, Journal of the American Society of Nephrology, Cancer, Hypertension, American Journal of Managed Care, Journal of Managed Care Pharmacy, Value in Health, and PharmacoEconomics. His scientific research has also resulted in numerous presentations at health care conferences as well as presentations to the FDA and CMS, and has included several high-profile studies publicized in the media, including a recent article on the economic burden of vasomotor symptoms in post-menopausal women cited in The Wall Street Journal blog Pharmalot.
Mr. Lefebvre has also served as a peer reviewer for several journals, including CHEST, Annals of Oncology, Clinical Journal of the American Society of Nephrology, Allergy & Asthma Proceedings, Journal of Managed Care Pharmacy, American Journal of Managed Care, Value in Health, and PharmacoEconomics. He is also a member of the International Society of Pharmacoepidemiology and the International Society of Pharmacoeconomics and Outcomes Research. Prior to joining Analysis Group, Mr. Lefebvre was an economist with the Québec Ministry of Finance.
An accomplished practicing physician, Dr. Jha is a global expert on public health and health policy. A leader in the area of pandemic preparedness and response, he was appointed White House COVID-19 Response Coordinator by the Biden administration. In this role, he led work to increase the development of and access to treatments and vaccines, improve testing and surveillance, facilitate major investments in indoor air quality measures, and put in place an infrastructure to respond more effectively to disease outbreaks. Dr. Jha’s research focuses on improving the quality and cost of health care delivery, using global health policies to address the challenges of the COVID-19 pandemic, and crafting better policy to improve health outcomes in the US and worldwide. He has published hundreds of research publications in peer-reviewed journals and has consistently been ranked in the top 1% of most cited researchers. Prior to joining the Brown School of Public Health, Dr. Jha was a professor at the Harvard T.H. Chan School of Public Health and Harvard Medical School. He also served as the faculty director of the Harvard Global Health Institute and held various leadership roles at the Harvard T.H. Chan School of Public Health. Dr. Jha currently serves as a member of the BMJ international advisory board and has been a member of the National Academies of Sciences, Engineering, and Medicine since 2013.
Ms. Comstock has extensive experience applying economic and financial analyses to litigation and other complex business situations. She has assisted clients in all phases of the litigation process, including fact and expert discovery, trial preparation, and settlement negotiations. Ms. Comstock’s case work has involved litigation related to the high-profile bankruptcies of several firms. She has provided consulting support and supported experts in cases related to the alleged manipulation of different benchmark rates, including evaluations of the effects of alleged manipulation on the value of different derivatives and securities. She has also provided consulting and expert support in matters involving alleged violations of Rule 10b-5 and Section 11, and on matters related to mortgage-backed securities. Ms. Comstock has supported experts in ERISA-related litigations, alleged breach of contract matters, and other business and valuation disputes.
Professor Rock is an expert in corporate law and corporate governance. He coauthored the book The Anatomy of Corporate Law: A Comparative and Functional Approach, and has published numerous articles on topics such as poison pills, politics and corporate law, hedge funds, corporate voting, proxy access, corporate federalism, and mergers and acquisitions. Prior to joining the NYU faculty, Professor Rock taught at the University of Pennsylvania Law School, where at various times he served as co-director of the Institute for Law and Economics, associate dean, senior advisor to the president, and provost and director of open course initiatives. He has held visiting professorships at NYU and Columbia University, and was a Fulbright Senior Scholar at Hebrew University. Prior to his academic career, Professor Rock worked as an attorney specializing in complex antitrust, corporate, and securities litigation. In January 2019, the American Law Institute named him Reporter for the Restatement of the Law, Corporate Governance.
Professor Hubbard is a leading expert in public economics, corporate and institutional finance, macroeconomics, antitrust, and industrial organization. He has provided trial and deposition testimony in numerous litigation matters, including more than a dozen cases in the Delaware Chancery Court. He has also served as a testifying expert in several high-profile finance- and securities-related cases, as well as on damages issues in antitrust matters. Professor Hubbard has consulted to several government and international agencies, including the US Department of the Treasury, the US International Trade Commission, the US Securities and Exchange Commission, the World Bank, the Board of Governors of the Federal Reserve System, the Federal Reserve Bank of New York, and the Congressional Budget Office. From 2001 to 2003, he served as chairman of the President’s Council of Economic Advisers.
Professor Hubbard has published more than 100 scholarly articles and coauthored several books, including the widely used textbook Money, the Financial System, and the Economy. His commentaries have appeared in Businessweek, The Wall Street Journal, The New York Times, the Financial Times, and The Washington Post, as well as on PBS television and NPR radio business programs. A frequent speaker, Professor Hubbard has presented his research at economic conferences throughout the world.
Ms. Cotton has extensive experience conducting complex quantitative and qualitative analyses of data in both mergers and litigation matters. She has supported experts from leading universities and managed case teams in a broad range of industries on matters related to antitrust, bankruptcy, class certification, intellectual property, securities, survey design, tax, and transfer pricing. Her recent case work has included assessing competitive effects in major antitrust matters and mergers; analyzing Federal Trade Commission (FTC), US Department of Justice (DOJ), and Canadian Competition Bureau (CCB) merger compliance, including assistance with Hart-Scott-Rodino (HSR) filings, second requests, divestiture analysis, advocacy, and merger trial testimony; managing the independent evaluation of large-scale transaction and customer datasets in major antitrust matters; examining damages issues in a data breach context; and determining arm’s-length pricing in a large US transfer pricing matter. Ms. Cotton also has substantial experience evaluating questions of commonality and typicality in the context of privacy, technology, data breach, pharmaceutical, medical device, and overcharge class actions.
Professor Blanchard’s research combines experiments with observational data analyses to study how consumers make complex decisions about finance and technology. He serves as a marketing and research expert in commercial litigation and advises financial services and technology companies on business strategies and research. Professor Blanchard is the director of Georgetown’s M.B.A. Certificate in Consumer Analytics and Insights program, and he teaches courses on research design, surveys, and quantitative analyses to undergraduate, graduate, and executive education program students. He has been named among the best 40 business professors under 40 by Poets&Quants, and a Young Scholar by the Marketing Science Institute.
Professor Blanchard is an associate editor of the Journal of Marketing Research, the Journal of Consumer Research, and the International Journal of Research in Marketing, and he has published articles in a number of prominent marketing journals. Professor Blanchard’s research and perspectives on consumer finances and technology have been featured in media outlets such as Forbes, Fortune, Harvard Business Review, NerdWallet, The New York Times, Marketplace, and NBC News. In addition to serving on the Georgetown faculty, he served as a member of the American Marketing Association’s Academic Council, and held visiting positions at Dartmouth College and Columbia University.
Professor Keller is an expert on marketing management, branding, and brand equity. His research focuses on improving marketing strategies through an understanding of consumer behavior, as well as on the design, implementation, and evaluation of integrated marketing communication programs. Professor Keller has served as brand advisor to a number of large corporations, including Accenture, American Express, Disney, Ford, Intel, Levi-Strauss, L.L. Bean, Nike, Procter & Gamble, and Samsung. He has published over 120 papers in peer-reviewed journals such as the Journal of Marketing, the Journal of Marketing Research, and the Journal of Consumer Research. He also authored the widely used textbooks Marketing Management (with Philip Kotler) and Strategic Brand Management. Professor Keller has received numerous awards for his research accomplishments, and has conducted marketing seminars for executives in a variety of forums. He previously held faculty positions at the University of California, Berkeley; Stanford University; and the University of North Carolina at Chapel Hill.
Dr. Lewis provides economic analysis and expert witness support in a wide range of litigation matters, including antitrust, class certification, and health care cases. His case work has involved cartel allegations in a variety of industries, alleged horizontal and vertical restraints by manufacturers in the technology and construction industries, antitrust claims against brand and generic drug manufacturers, and transfer pricing disputes. Prior to joining Analysis Group, Dr. Lewis was a manager in the economic and statistical consulting group of a financial advisory firm.
Professor Christoffersen’s research focuses on mutual funds, hedge funds, and the role of financial institutions in capital markets. She has been retained as an expert in litigation matters to address topics such as mutual fund market timing and trading strategy issues. She has published in a number of finance journals, and her work has been cited in The New York Times, the International Herald Tribune, Bloomberg News, and The Wall Street Journal. Professor Christoffersen has received grants from Canada’s Social Sciences and Humanities Research Council, the Montreal Financial Mathematics Institute, and the Quebec Research Funds, as well as research awards from Q Group, the Bank of Canada, the BSI Gamma Foundation, INQUIRE, and the Swiss Finance Institute. Prior to joining the faculty at the University of Toronto, she held positions at McGill University, Copenhagen Business School, and the Department of Finance Canada.
Professor Rossiter is an expert in health economics who has testified or served as an expert in the following areas: competition in the financing and delivery of health services; reimbursement economics, especially for Medicare, Medicare Advantage, and Medicaid; managed care organizations; prescription medicines; survey research; and health information analytics. Professor Rossiter is the former secretary of health and human resources for the Commonwealth of Virginia. In that role, he was responsible for over 15,000 employees in 13 agencies (including 10 state mental hospitals), brought major information technology projects in the Secretariat to national prominence, and made major reforms in Virginia Medicaid. He also served as deputy for policy to the Administrator of the Centers for Medicare and Medicaid Services (CMS). As deputy, he created and directed a new payment system for US hospitals under Medicare, was responsible for the CMS strategic plan, and formulated all agency policy initiatives through the federal legislative process.
Prior to joining the William & Mary faculty, Professor Rossiter was a professor of health administration at Virginia Commonwealth University. He served on the board of regents of the National Library of Medicine, National Institutes of Health; on the board of directors of AcademyHealth; and as chair of the board of directors of the Coalition for Health Services Research, the lobbying arm of AcademyHealth, during the passage of the Affordable Care Act. He has also served on numerous advisory groups, including the National Advisory Council for Healthcare Research and Quality, and is currently a trustee and chair of the Williamsburg Health Foundation. Professor Rossiter is the author or editor of 15 books, and the author of over 50 journal articles on health economics and the role of competition in the financing and delivery of health services.
Dr. Chapsal is an economist who specializes in empirical and theoretical industrial organization. He has provided economic expertise in a large number of high-profile cases involving mergers, cartels, information exchanges, abuses of dominant positions, regulation, intellectual property matters, and damages quantifications. Recent examples include the Lafarge/Holcim and Fnac/Darty mergers, as well as airfreight, cathode ray tube, and elevator cartel cases. Dr. Chapsal has also assisted various firms in designing optimized pricing strategies and dealing with policy issues. His reports have been presented to the competition authorities of France, Germany, Austria, and South Africa; the European Commission; the Higher Regional Court of Düsseldorf; and the Court of Appeals, Conseil d’Etat, Conseil constitutionnel, and Tribunal of Commerce of Paris.
Prior to joining Analysis Group, Dr. Chapsal founded MAPP, a Paris- and Brussels-based economic consultancy, which was acquired by KPMG in 2018. Previously, he worked in a US competition economics consultancy. Dr. Chapsal regularly publishes articles on competition economics, on subjects ranging from the econometric analysis of cartels to geographic market delineation and exclusionary strategies. He is an affiliated professor at the Sciences Po Department of Economics and a member of the CESifo academic research network.
Professor Jena is a health economist, practicing internal medicine physician, and professor of health care policy. His work involves several areas of health economics and policy, including the economics of medical innovation, the economics of physician behavior and the physician workforce, medical malpractice, and the economics of health care productivity. Professor Jena has been retained as an expert in several pharmaceutical and health care industry matters.
A prolific author, Professor Jena is the coauthor of the book Random Acts of Medicine, and he has contributed to more than 150 peer-reviewed articles and articles intended to increase patient understanding, published in outlets including The New England Journal of Medicine and The New York Times. He is a faculty research fellow at the National Bureau of Economic Research and serves on Harvard Medical School’s Standing Committee on Health Policy. Professor Jena is a recipient of the NIH Director’s Early Independence Award to fund research on the physician determinants of health care spending, quality, and patient outcomes, and a recipient of the International Society for Pharmacoeconomics and Outcomes Research (ISPOR) New Investigator Award. In 2018, he was listed among 100 great leaders in health care by Becker’s Hospital Review.
For more than 25 years, Mr. Christensen has worked on high-stakes litigation matters with world-class experts, supporting their testimony at both bench and jury trials. His work has focused on valuation and appraisal matters, private equity disputes, antitrust and consent decree litigations, bankruptcy, and tax and transfer pricing dispute resolutions. Through his extensive experience, he has developed a deep understanding of the high-tech, digital advertising, pharmaceutical, media and entertainment, and finance industries. In addition to his litigation work, Mr. Christensen has also assisted in the preparation of numerous impact studies in the high-tech space on issues such as cloud computing and storage, broadband availability, virtual and augmented reality, artificial intelligence, and the metaverse. His clients have included Meta/Facebook, Google, GSK, AstraZeneca, JAB Holding Company, Bank of America, BNP, and Fidelity. Among his engagements are high-tech antitrust matters, a GSK transfer pricing dispute, the Nortel Networks bankruptcy, Delaware appraisal trial victories involving PetSmart and Panera, and rate-setting trials for BMI. Mr. Christensen is a CFA charterholder.
Professor Cui specializes in using data analytics to assess the performance of operations and supply chain strategies in digital retail, digital entertainment, and platform markets. Her research focuses on causal-driven decision making, drawing on tools such as predict-then-optimize models, causal inference, causal machine learning, optimization, and economic analysis. She also serves as an Amazon Visiting Academic, working with the company’s Supply Chain Optimization Technologies team to build and implement supply chain decision models that have improved the purchasing experience of Amazon customers at lower supply chain costs, or with higher supply chain efficiency. Professor Cui has published dozens of papers on topics such as platform growth, procurement, pricing, fairness strategies, AI and its value creation, food delivery, information sharing, inventory availability information, logistics quality, and delivery speed. Professor Cui holds senior editorial positions at Management Science, Operations Research, Manufacturing & Service Operations Management, and Production and Operations Management. She has been designated as Goizueta Foundation Term Associate Professor, a distinction that is awarded to outstanding tenured research faculty. Prior to joining Emory University, Professor Cui was an assistant professor at the Kelley School of Business at Indiana University.
Mr. Bodington specializes in the business and finance aspects of the electric power industry. He is the founder of a boutique investment banking firm that has provided M&A, financing, and restructuring advisory services to the energy sector for more than 25 years. Mr. Bodington has played a key role in more than 100 transactions with an aggregate value of more than $7 billion. In these engagements, he has led the purchase and sale of interests in power projects; arranged debt and equity financing for energy projects in development, construction, and operation; and advised owners and lenders on various capitalization, value, repayment, restructuring, and management issues. His clients include industrial companies, independent power companies, equity investors, lenders, utility affiliates, and regulated utilities.
Mr. Bodington is also a seasoned expert witness who has provided testimony for clients on finance and damages issues. Prior to founding Bodington & Company, he spent eight years with Bechtel Group and four years with an international management consulting firm. Mr. Bodington is the author of more than 50 articles on a variety of economic and financial topics relevant to the energy sector. He holds Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, 79, and 99 licenses.
Mr. Malinak specializes in financial economics, with particular expertise in damages estimation, applied finance theory, and business and asset valuation. He has provided deposition, arbitration, and trial testimony on economic damages and valuation issues, and has testified on financial integrity, the cost of capital, and economic issues in utility rate hearings and at a Federal Energy Regulatory Commission (FERC) hearing. Mr. Malinak has directed litigation projects in many industries on issues related to securities (including derivative securities), antitrust, breach of contract, taxation, regulatory economics, and intellectual property claims. He has frequently addressed class certification and damages issues in securities fraud cases, as well as the myriad economic, financial, and accounting issues common to most damages calculations, such as cost of capital and prejudgment interest. Mr. Malinak has significant experience in tax-related work, including leading Analysis Group teams in Black & Decker, Inc. v. United States and Chemtech Royalty Associates L.P. v. United States, as well as in financial institutions and risk management, having led consulting teams supporting experts in the Winstar savings and loan litigations. He also completed a major project on the risk of Fannie Mae, resulting in a white paper authored by an academic affiliate. He has served as treasurer, head of the audit and finance committee, and a member of the executive committee and board of directors of the Meridian International Center, an international leadership organization that works with partners in the government, private, NGO, and educational sectors to create lasting international partnerships through leadership programs and cultural exchanges. Prior to joining Analysis Group, Mr. Malinak was a principal at Putnam, Hayes & Bartlett.
Dr. Dawson specializes in applying economics and finance to complex problems in business litigation, including intellectual property (IP), false advertising, securities, and finance matters. Her experience spans several industries, from medical devices and high tech to telecommunications and accounting. Dr. Dawson has consulted to counsel in all phases of the litigation process, including understanding complex claims, assisting with fact and expert discovery, and providing trial support. She has served as an expert witness on matters involving false advertising, breach of contract, and copyright infringement. Dr. Dawson’s case work has involved complex data analysis, development of financial models, general damages assessment, evaluation of lost profits, royalty, and other damages remedies in IP and false advertising matters, ascertainment of loss causation and damages in securities fraud matters, and financial statement analyses. She has spoken at various conferences and served as a panelist on the topics of platform economics and IP damages.
Professor Ketcham is a health care economist with over two decades of experience researching, teaching, and consulting. His areas of expertise include pharmaceutical advertising and promotion, pharmacy benefit managers, health insurance, consumer decision making, physician decision making, hospital pricing, provider incentive programs and payment methods, fair market valuation, employee benefits, and valuation of changes in morbidity and mortality. From 2022 to 2024, Professor Ketcham took a leave from the W.P. Carey School of Business to serve as senior economic advisor to the employee benefits team of a major high-tech company. He has consulted for and collaborated with several large pharmaceutical firms, Banner Health, CVS Caremark, Symphony Health Solutions, the Centers for Medicare & Medicaid Services, the US Department of Health and Human Services, and the US Environmental Protection Agency. Professor Ketcham’s research has been published in journals such as the American Economic Review, The Review of Economic Studies, the American Journal of Health Economics, and Health Affairs. He has served as principal investigator on multiple grants, including federal government grants to study physician decision making, incentive programs, and provider pricing.
Professor Knittel’s research focuses on industrial organization, applied econometrics, and energy and environmental economics. He has provided trial and deposition testimony in a number of litigation matters, including valuing product features in smartphones, PCs, and contact lenses. He has also consulted to Delta Airlines, Ford Motor Company, the US Energy Information Administration, and Korea Electric Power Company. Professor Knittel has authored or coauthored numerous articles on topics such as market structure and product pricing, tacit collusion, and challenges in merger simulation analysis. Examples of his research include articles on the spurious correlation between ethanol production and gasoline prices, unilateral market power in the electricity reserves market, and tacit collusion in credit card markets. His research has appeared in the American Economic Review, the American Economic Journal: Macroeconomics, the American Economic Journal: Economic Policy, The Review of Economics and Statistics, The Journal of Industrial Economics, and The Energy Journal, among other academic publications. He is a former coeditor of the Journal of Public Economics and serves or has served as an associate editor for several other scholarly journals, including the American Economic Journal: Economic Policy, The Journal of Industrial Economics, the Journal of Transport Economics and Policy, and The Journal of Energy Markets. Professor Knittel is a research associate at the National Bureau of Economic Research (NBER) in the Productivity, Innovation, and Entrepreneurship and Industrial Organization programs, and he co-directs the Environment and Energy Economics program.
Dr. Cliff is a financial economist with expertise in a range of topics, including asset valuation, mergers and acquisitions (M&A), tax shelters, stock analysts’ recommendations, IPOs, REITs, derivatives, and hedge funds. He has extensive experience with large financial datasets, sophisticated econometric models, and simulations. In his consulting engagements, Dr. Cliff has addressed damages modeling, class certification, business and asset valuation, analysis of complex financial structures, analysis of solvency and debt covenants, evaluation of investment strategies, and assessment of due diligence practices. In these assignments, he has managed large case teams, designed and performed analyses supporting expert reports, critiqued opposing expert reports, and assisted with preparation for depositions and trial. Dr. Cliff has also served as an expert on cases involving valuation, damages, and liquidity discounts. Prior to joining Analysis Group, Dr. Cliff was a finance professor for nine years at Purdue University and Virginia Tech, where he taught a variety of courses at the undergraduate, M.B.A., and Ph.D. levels. His academic research has been published in leading journals such as the Journal of Finance, the Journal of Business, and Financial Management.
Professor Eden is an expert on transfer pricing and multinational enterprises (MNEs), with decades of experience consulting to MNEs, governments, and international organizations on transfer pricing and MNE strategies and structures. In transfer pricing matters, she has served as an expert witness – in cases that include Coca-Cola Co. v. Commissioner and In re: Nortel Networks – and filed numerous expert reports. Professor Eden has taught courses on transfer pricing, MNEs, and the economics of international business, and founded the Transfer Pricing Aggies program at Texas A&M University, which has trained hundreds of graduate students. She has extensive research experience in areas such as transfer pricing and MNE strategies in the digital economy, and citations to her publications place her in the top 2% of research scientists worldwide. Professor Eden has authored several books, including Taxing Multinationals: Transfer Pricing and Corporate Income Taxation in North America, Multinationals in North America, The Economics of Transfer Pricing, and Research Methods in International Business. She is a frequent speaker at transfer pricing and tax conferences, as well as a former president and dean of the Fellows of the Academy of International Business. She is a currently a member of the United Nations Tax Committee’s Subcommittee on Transfer Pricing.
Mr. McLean specializes in applying finance and economics to problems in complex business litigation, including securities, valuation, tax, and intellectual property (IP) matters. His experience spans several industries, from banking, insurance, and high tech to telecommunications and health care. He has served as an expert witness, and has provided assistance in many phases of litigation, including development, presentation, and review of pretrial discovery; preparation of testimony; and critique of analyses of opposing experts.
Mr. McLean’s case work has included general damages analyses, lost profit and reasonable royalty calculations related to IP misappropriation, and assessments of fiduciary duties and investment management. In addition, he has evaluated the economic characteristics and risk transfer of a range of financial instruments, such as private mortgage insurance, subprime loans, and preferred equity in a new venture. He has led large case teams in a number of high-profile matters, including consulting to the US Department of Justice (DOJ) regarding the financial issues involved in tribal trust fund disputes, and supporting counsel for a large electronics manufacturer in litigation associated with features on smartphones and tablets.
In addition, Mr. McLean has presented on topics related to damages assessment and patents. He has also worked with entrepreneurial companies, helping to develop financial projections, business plans, and marketing strategies.
Professor Kinch is a drug development expert specializing in cancer, immunological, and infectious diseases. His research focuses on combining cutting-edge science and entrepreneurship to improve public health. During his tenure at Washington University in St. Louis, Professor Kinch founded the Center for Research Innovation in Biotechnology (CRIB). At Long Island University (LIU), he directed CRIB, which uses tools such as the Clinical Drug Experience Knowledgebase (CDEK) to assess trends in drug discovery and development. Professor Kinch also co-founded the Center for Drug Discovery (CDD) to identify and underwrite the university’s most promising drug discovery projects. He has been issued more than a dozen US patents, published more than 100 patent applications, and written several books and book chapters on the commercialization of biopharmaceutical innovation, as well as other aspects of drug development. Professor Kinch has published widely in peer-reviewed journals, including Drug Discovery Today, Science, Cell Chemical Biology, and Biotechnology Law Report, and his research has been profiled in media outlets such as The Wall Street Journal, NPR, CBS News, and The New York Times. Prior to his positions at LIU and Washington University, he was the managing director of the Yale Center for Molecular Discovery. Professor Kinch has also taught at Johns Hopkins University and Purdue University, and held senior scientific research positions at Functional Genetics and MedImmune. He has served on the board of the American Cancer Society and on scientific advisory boards for several biopharmaceutical companies.
Dr. DerSarkissian’s expertise includes the application of epidemiologic methods to real-world evidence (RWE) generation in support of product registration, post-approval safety studies, and health economics and outcomes research (HEOR). She has served as an expert witness in litigation and has a wide range of experience in pharmacoepidemiology, biostatistics, and observational data analysis, including in studies on causal methods. Dr. DerSarkissian has provided regulatory and strategic consulting on drug and medical device registration and conducted RWE studies related to US Food and Drug Administration (FDA) and European Medicines Agency (EMA) submissions. She has conducted cost-effectiveness and comparative effectiveness studies; examined treatment patterns, drug adherence, health care resource utilization and costs, and clinical outcomes; assessed direct medical and indirect productivity costs of a disease burden; and assessed patient-reported quality of life and the humanistic burden of a disease. Dr. DerSarkissian has used data from electronic medical records, clinical trials, commercial insurance claims, patient surveys, and medical chart review studies in disease areas that include obesity; HIV/AIDS; cardiovascular diseases; schizophrenia; autoimmune, neurologic, and rare hereditary disorders; and many types of cancer. She has presented her research at conferences on epidemiology and health services, and published articles in a number of peer-reviewed journals. Dr. DerSarkissian is an adjunct assistant professor in the epidemiology department at the UCLA Fielding School of Public Health.
Professor Savitz focuses his epidemiological research on a wide range of public health issues, from the health effects of environmental agents in the workplace and community to a wide range of reproductive health outcomes. He has served as principal investigator on more than three dozen public health studies, including as one of three epidemiologists to evaluate the probable causal link between exposure to perfluorooctanoic acid and the development of certain diseases. Professor Savitz submitted an expert report on behalf of the plaintiffs at the class certification stage of a litigation matter and has consulted on a wide range of issues related to both environmental and reproductive epidemiology. He is the author of more than 300 journal articles and has edited or authored three books, including Interpreting Epidemiologic Evidence: Connecting Research to Applications. Professor Savitz has served as the editor of Epidemiology and the American Journal of Epidemiology, a member of the Epidemiology and Disease Control Study Section of the National Institutes of Health, president of the Society for Epidemiologic Research and the Society for Pediatric and Perinatal Epidemiologic Research, and North American regional councilor for the International Epidemiological Association. He is a member of the National Academy of Medicine and served as vice president for research at Brown University.
Professor Levinsohn is an expert in antitrust, industrial organization, and econometrics. He has provided expert reports and testimony in several landmark antitrust and regulatory matters, including In re: TFT-LCD (Flat Panel) Antitrust Litigation, In re: Vitamins Antitrust Litigation, In re: New Motor Vehicles Canadian Export Antitrust Litigation, and the Tobacco Master Settlement Agreement proceedings. He has also consulted to numerous foreign governments and international organizations.
Professor Levinsohn conducts research in industrial organization, applied econometrics, international economics, and development economics. He has served on the editorial boards of American Economic Review, The Review of Economics and Statistics, the Journal of International Economics, and the Journal of Economic Literature. Prior to joining the Yale faculty, Professor Levinsohn was the J. Ira and Nicki Harris Family Professor of Public Policy at the Gerald R. Ford School of Public Policy at the University of Michigan.
Mr. Cohen has over 30 years’ experience as an expert in international arbitration, valuation, antitrust, intellectual property, and securities, and has testified in arbitration and federal courts on many aspects of economic damages. He specializes in fields that are intensive in intangible assets such as patents, copyrights, trademarks, and trade secrets. He has worked across a wide range of industries, including health care, software and technology, financial services, energy, transportation, and entertainment.
Mr. Cohen has worked with significant corporations including Apple, Microsoft, Oracle, Wells Fargo, State Street, Wachovia, SoundExchange, ASCAP, Liberty Mutual, Allstate Insurance, Johnson & Johnson, AstraZeneca, Astellas, United Airlines, TWA, DaimlerChrysler, Mitsubishi, and Anheuser-Busch. He also has experience in matters related to the US Federal Trade Commission, the US International Trade Commission, the Tax and Antitrust Divisions of the US Department of Justice, the Republic of Uruguay, and the Commonwealth of Australia.
Mr. Cohen is the author of Intangible Assets: Valuation and Economic Benefit and a contributor to the American Bar Association publication Proving Antitrust Damages. He has been a guest lecturer at both Northwestern University and The University of Chicago. He is also a prolific songwriter.
Professor Bucklin is an award-winning research specialist in the quantitative analysis of customer purchase behavior. He is an expert on applied choice models in marketing, channels of distribution, and pricing policies. Professor Bucklin has testified or been deposed in numerous cases involving antitrust and damages issues and most recently served as an expert in the Google AdWords litigation. In his current consulting work, Professor Bucklin focuses on quantitative tools to improve corporate marketing decision making and analysis of the variables involved in consumer choice. He has published extensively on topics related to website browsing, e-commerce purchase behavior, and marketing models. His articles have appeared in the Journal of Marketing Research, Marketing Science, the Journal of Retailing, and Marketing Letters: A Journal of Research in Marketing. He also serves on the editorial board of Marketing Letters. Professor Bucklin previously worked as a consultant at Bain & Company and as a business journalist for The Washington Post.
Professor Klausner teaches courses on corporate law, corporate governance, business transactions, and regulation of financial institutions. In recent years, most of his writing has been on corporate governance. He maintains a database on securities class actions and SEC enforcement actions, and has written papers and blog posts based on that database. In addition, Professor Klausner is currently writing a book and producing an online course called Deals: The Economic Foundations of Business Transactions.
Before beginning his academic career, Professor Klausner practiced law in Washington, DC, and Hong Kong. He was a White House fellow from 1989 to 1990, a law clerk for Judge David Bazelon on the United States Court of Appeals for the District of Columbia Circuit in 1981-82, and a law clerk for Justice William Brennan on the United States Supreme Court.
Dr. Mortimer specializes in health economics, industrial organization, microeconomic theory, and econometrics. He has extensive experience with issues involving competition, intellectual property, marketing, pricing, and valuation with a focus on the health care industry. He has evaluated questions of class certification, damages, liability, and market definition in antitrust matters. He also has provided economic analyses and expert testimony on causation, damages, and valuation in a variety of health care cases, including cases involving allegations of False Claims Act (FCA), Anti-Kickback Statute (AKS), and Lanham Act violations. In addition to his work in litigation, Dr. Mortimer has assisted pharmaceutical and medical device manufacturers on pricing and contracting issues and authored several public policy studies related to legislation establishing a biosimilar approval pathway, biosimilar competition, pharmaceutical pricing, generic drug competition and the role of authorized generic entry, and paragraph IV abbreviated new drug application (ANDA) filings. His research has been published in leading peer-reviewed journals, including Health Affairs, Nature Reviews Drug Discovery, The Journal of Industrial Economics, and the Journal of Medical Economics.
Professor Savoldelli is a finance and investment expert with over 25 years of experience analyzing and advising on a wide range of hedge fund-focused issues, including fund performance, portfolio construction, fund administration, due diligence, capital raising, and asset allocation. He served as a chief investment officer for four different institutions: Optima Fund Management, Merrill Lynch, Swiss Bank Corp. Asset Management, and Chase Manhattan Private Bank. In these roles, he oversaw over $80 billion in assets.
Over the course of his investment career, Professor Savoldelli’s responsibilities included selecting hedge funds for the allocation of investor assets, making asset allocation decisions, managing investment portfolios, developing investment policies, and overseeing investment manager adherence to investment strategy and policy. He has deep experience related to the challenging issues hedge fund managers may face, including those related to fiduciary duty, disclosure, liquidation, side-pockets accounts, and valuation of complex and illiquid assets. Additionally, he is knowledgeable about the roles and responsibilities of hedge fund service providers such as prime brokers, marketers, administrators, and auditors.
At Columbia Business School, Professor Savoldelli teaches a course in the M.B.A. program on the investment strategies employed by hedge funds and best practices for the operational aspects of hedge fund management, including fund administration selection, operational risk evaluation, and leverage risk. In addition, he is a contributing editor on Bloomberg Television, commenting on developments from a hedge fund perspective.
Dr. Duh, Chief Epidemiologist at Analysis Group, specializes in real-world evidence (RWE) generation for product registration, post-approval safety studies, and health economics and outcomes research (HEOR) of pharmaceuticals, vaccines, and regenerative biotherapeutics. She has led over 50 projects for new molecular entity approvals and product label expansion applications to the US Food and Drug Administration (FDA) and European Medicines Agency (EMA), as well as health technology assessment (HTA) research for submissions to national payers such as the Centers for Medicare and Medicaid Services (CMS) in the US and the UK’s National Institute for Health and Care Excellence (NICE). Her extensive research has appeared in over 315 peer-reviewed publications.
Her work also extends to pharmaceutical liability litigation and securities fraud litigation related to adverse drug events that allegedly led to product recalls, market withdrawals, black box warnings, and FDA limited access programs.
Dr. Duh is an adjunct research associate in the Biostatistics department at the Harvard T.H. Chan School of Public Health. She served as a chairperson of drug safety and epidemiology for the Drug Information Association (DIA) and was an adjunct assistant professor of pharmacoeconomics and pharmacoepidemiology at Massachusetts College of Pharmacy and Allied Health Sciences. Dr. Duh was appointed to an expert panel convened by the Foundation for the National Institutes of Health’s (FNIH’s) Observational Medical Outcomes Partnership (OMOP). She has served as a peer reviewer for several journals, including PharmacoEconomics, the American Journal of Health-System Pharmacy, Chest, Pharmacoepidemiology and Drug Safety, the American Journal of Kidney Diseases, and Therapeutics and Clinical Risk Management. Dr. Duh is also an elected member of the American Society of Hematology (ASH) and a member of the American Society of Clinical Oncology (ASCO), the International Society of Pharmacoepidemiology (ISPE), and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
Pierre Cremieux, CEO of Analysis Group, has a broad range of expertise in health economics, antitrust, statistics, and labor economics. He has consulted to numerous clients in the US and Canada and testified in bench and jury trials, arbitrations, and administrative proceedings.
Dr. Cremieux has served as an expert and supported other experts in both litigation and non-litigation matters on antitrust issues; general commercial claims; contractual disputes; and a number of labor-related matters in a variety of industries, including high tech, pharmaceuticals, biotech, financial products, consumer products, and commodities. He has assessed the evaluation of damages on a class-wide basis in some of the largest class action matters in recent years.
His scientific research in antitrust economics, class certification, health economics, and statistics has been published in numerous peer-reviewed journals including the George Mason Law Review, the American Bar Association Economics Committee Newsletter, The Review of Economics and Statistics, the Journal of Health Economics, Industrial and Labor Relations Review, the Journal of Clinical Oncology, and the American Journal of Managed Care. Dr. Cremieux's research has been cited in leading media outlets including The Wall Street Journal and Forbes.
Dr. Cremieux has frequently presented at leading legal, health care, and economics seminars on topics such as antitrust, class certification, health economics, and statistics, in both the United States and Canada. He has also been invited to teach courses on economics, statistics, health care, and antitrust at various schools including McGill University, Boston University, Harvard Medical School, and Yale's School of Management.
Prior to joining Analysis Group in 1997, Dr. Cremieux spent five years as a professor at the University du Québec à Montréal, and served as an adjunct professor from 1997 to 2018.
Professor Pindyck is a leading industrial organization economist and testifying witness in the areas of antitrust and intellectual property. His research and writing have covered topics in microeconomics and industrial organization, the behavior of resource and commodity markets, financial markets, and econometric modeling and forecasting. His recent work in economics and finance has examined the determinants of market structure and market power, the dynamics of commodity spot and futures markets, criteria for investing in risky projects, the role of R&D, and the value of patents. He has received many academic honors, including several awards for outstanding teaching, and holds senior editorial positions with a number of publications. Professor Pindyck has consulted to dozens of public and private organizations, including the Federal Trade Commission, IBM, and AT&T, and has been deposed and/or testified in over a dozen cases in diverse industries such as food, energy, software, medical devices, and airlines. He has worked with Analysis Group on many of these cases, including the Lotus v. Borland litigation, in which Professor Pindyck used econometric modeling techniques to identify the economic value of various attributes and isolated the value of the infringing features. He also worked with Analysis Group in a major litigation matter involving price-fixing allegations, in which he examined allegations of accumulation of buying power and the resulting effects on negotiations with suppliers.
Ms. Filsoof has conducted economic and financial analyses and managed case teams in support of academic and industry experts in a broad range of finance and securities, antitrust, and commercial litigation matters. Her finance and securities case work has included examining allegations of securities fraud, evaluating investment compliance and suitability and compliance with fiduciary duties, assessing corporate governance, analyzing investment management fees, analyzing the performance of mortgages and mortgage-backed securities (MBS), and assessing the appropriateness of class certification. Ms. Filsoof has supported industry and academic experts on a variety of topics related to MBS, including due diligence, loan underwriting, appraisal, trustee duties, and damages. She has also supported industry experts in addressing regulatory compliance and banking practices, including issues related to fraud, Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, third-party lending relationships, and mortgage lending. Ms. Filsoof’s antitrust case work has included analyzing market structure and competitive dynamics, evaluating the competitive effects of mergers, assessing the appropriateness of class certification, and estimating antitrust damages. Her case work has spanned multiple industries, including financial services, insurance, payment cards, high tech, aviation, and pharmaceuticals. She has substantial experience in payments and has supported academic and industry experts in multiple litigation and consulting engagements involving payment cards and emerging payment methods. Ms. Filsoof has provided assistance to attorneys in all phases of the litigation process, including case strategy, discovery, expert reports, deposition, and trial.
Professor Carlson specializes in the marketing management implications of consumer decision-making processes, including the development of brand preferences and the influence of emerging preferences on the decision making process. Though much of Professor Carlson's research explores consumer decision making, he also studies how voters, jurors, and managers make decisions. Over the last 20 years, he has run thousands of surveys, sampling U.S. and international populations.
Professor Carlson has served as an expert in evaluating a survey in a class action matter, consulted on a high profile class action settlement involving consumer deception, and testified before the SEC in an equity trust matter. Professor Carlson's published research can be found in top marketing, psychology, and management journals. He is also the coauthor of Contemporary Brand Management. He blogs for Psychology Today and Forbes, and maintains an active Twitter account (@ProfKurt). While teaching at Georgetown University between 2009 and 2017, Professor Carlson was director of the Georgetown Institute for Consumer Research and co-director of the McDonough School of Business Behavioral Research Lab, and he received the MSB Dean's Distinguished Faculty Research Award and the Decision Analysis Society's Publication Award.
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Mr. Klein has more than 30 years of experience in finance, specializing in private equity, alternative asset management, and investment banking. He has served as a testifying expert in litigation involving clients in the private equity industry and has testified in various arbitration proceedings, as well as in state and federal court. Mr. Klein has extensive experience managing equity and debt investments in private and publicly traded companies. In addition to his position at Ingwe Capital, he provides consulting and senior portfolio advisory services to LyonRoss Capital Management, a family office investment advisor that manages a portfolio of hedge fund and private equity investments in excess of $500 million. Previously, Mr. Klein was a managing director in a principal investments group at Lehman Brothers, where he developed strategies and managed teams of investment professionals that generated approximately $500 million in profits. Following the Lehman bankruptcy, he was a managing director in the Lehman Brothers Holdings private equity group, where he was responsible for managing, restructuring, valuing, and liquidating a $1.8 billion portfolio of illiquid assets. Earlier in his career, as co-founder of Templeton Direct Advisors, an international private equity firm, he helped develop, market, and manage several successful private equity funds exceeding $200 million in committed capital. He has served on the boards of directors for several public and private companies.
Professor Frejinger is an expert in data-driven methods for solving large-scale decision-making problems under uncertainty. Her research, situated within the broad field of AI, focuses on developing mathematical models and algorithms that integrate techniques from econometrics, machine learning, and operations research. Her work has practical applications in areas such as transportation and supply chain management, and addresses challenges that include demand forecasting, pricing, service design, and scheduling. In Professor Frejinger’s deposition testimony and case work, she has drawn on practical and technical experience that includes years spent conducting research and developing bespoke production-grade AI solutions. Professor Frejinger serves as the Canada Research Chair in Data-Driven Optimization for Transportation for the Government of Canada and as the Chair in Optimization of Railway Operations for the Canadian National Railway Company. She is also a member of the Interuniversity Research Centre on Enterprise Networks, Logistics and Transportation, a Canadian interdisciplinary research center. Professor Frejinger is an associate editor of Transportation Science and the INFORMS Journal on Computing. In the AI space, she has served as a scientific advisor to IVADO Labs, an AI solutions provider; as an associate academic member of Mila, an AI research institute; and as a founding fellow of AI Sweden, the Swedish national center for applied AI. Professor Frejinger’s work has received several international awards, including the Transportation Science and Logistics Society’s Dissertation Prize, presented by the Institute for Operations Research and the Management Sciences.
Professor Scharfstein is a biostatistician with expertise in the design, monitoring, and analysis of randomized clinical trials and observational studies. His research focuses on methods of reporting the results of clinical studies in which missing or censored data, non-compliance, or non-random treatment assignment may have resulted in selection bias. He has testified at deposition and trial in a number of litigation matters involving drug and medical device safety and efficacy in and outside the US. In addition, Professor Scharfstein regularly consults to the pharmaceutical industry, advising on statistical issues related to the regulatory approval of drugs and medical devices. He has served on multiple data safety monitoring boards for clinical trials, including for the National Institute of Allergy and Infectious Diseases. Professor Scharfstein is the principal biostatistician for the Major Extremity Trauma Research Consortium, which conducts multicenter clinical research studies relevant to the treatment and outcomes of orthopedic trauma sustained in the military. Professor Scharfstein is a fellow of the American Statistical Association, a recipient of the ASA’s George W. Snedecor Award for best paper in biometry, and a recipient of the Harvard T.H. Chan School of Public Health Department of Biostatistics’ Lagakos Distinguished Alumni Award. He has received multiple teaching excellence awards for his classes on probability and statistical theory.
Professor Reibstein’s research focuses on competitive marketing strategies, metrics, and product line decisions, among other topics. He has provided marketing management education and consulting research to companies in the consumer goods, pharmaceutical, and oil and gas industries, among others. His consulting activities have included numerous applications of conjoint analysis and other survey techniques in engagements spanning a wide range of products. Professor Reibstein has submitted expert reports and provided testimony on marketing and marketing research in several litigation matters, including analyses of smartphone features in a patent dispute, health claims in a false advertising dispute, and pharmaceutical detailing in a co-marketing dispute.
His recent work includes assessing strategies to address competitors’ reactions to marketing actions and developing metrics that link marketing decisions to financial consequences, which was published in his book, Marketing Metrics: The Definitive Guide to Measuring Marketing Performance. Professor Reibstein is also the author or coauthor of numerous books and chapters in books on subjects including competitive marketing strategy, global branding, and marketing performance measurement. Professor Reibstein has also written several papers on conjoint analysis and its validity and reliability. His research has been published in leading academic journals, including Marketing Science, the Journal of Marketing Research, and the International Journal of Research in Marketing. Â
Professor Reibstein has been honored with more than 30 teaching and publishing awards, including the John S. Day Distinguished Alumni Academic Service Award from Purdue University’s Krannert School of Management. He has served as the chairman of the American Marketing Association board of directors and as the executive director of the Marketing Science Institute.
Dr. Siegel's research focuses on the management, strategy, and organizational issues related to cybersecurity, the intelligent integration of information systems, risk management, data analytics, state stability, systems modeling, security of energy delivery systems, and security researchers (aka hackers). He has served as an expert witness and filed expert reports in a number of IT-related litigations for clients such as SAP, JPMorgan, IBM, Kenexa, Fisher Scientific, Ernst & Young, and Macromedia. His expert case work includes matters involving the acquisition of a software firm, software patent litigation and review (e.g., the Patent Trial and Appeal Board case Versata v. SAP), patent infringement and validity analysis, software licensing agreement disputes, and matters involving financial services software and software related to the extraction of data from web pages. Dr. Siegel has published articles on such topics as simulation modeling for cyber resilience, cyber vulnerability markets, data management strategy, architecture for practical metadata integration, heterogeneous database systems, and managing and valuing a corporate IT portfolio using dynamic modeling of software development and maintenance processes.
Ms. Glowka is a chartered accountant who specializes in the assessment of damages and forensic analysis arising in the context of dispute resolution. She has served as an expert and led consulting teams on complex UK and international assignments, including litigation and international arbitration matters in all the major international arbitration forums, as well as before the High Court of Justice in London, the Scottish Court of Session, and the UK Competition Appeal Tribunal.
Ms. Glowka has acted on a broad range of litigation and arbitration matters across the automotive, oil and gas, pharmaceutical, telecommunications, software, and consumer products industries, among others. Her litigation and arbitration work has involved the evaluation of damages arising in the context of contractual and shareholder disputes, as well as post-transaction disputes such as breach of warranty claims. Ms. Glowka’s forensic accounting work has spanned the analysis and tracing of funds and transactions, as well as the evaluation of fraud and accounting irregularities, including allegations of accounts manipulation for inflating performance-related bonuses and purchase consideration. She has also evaluated complex financial reporting issues under a variety of accounting standard-setting regimes, including UK generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS). Ms. Glowka is a member of Chartered Accountants Australia and New Zealand.
Mr. Case is an institutional investment expert with significant expertise in the areas of investment governance, asset allocation, portfolio design and implementation, and portfolio analysis and reporting. As a former institutional investment consultant, he worked with a wide range of global clients, including insurers, health care organizations, corporate and public plan sponsors, family offices, and other large asset pools. Mr. Case was a partner at Mercer Investment Consulting, a practice leader at Evaluation Associates, and a senior consultant at Rogerscasey. He led client service teams for large clients, including defined-benefit and defined-contribution plans, insurers and mutual fund families, and registered investment advisors and foundations. As an expert, Mr. Case has evaluated various process-related issues, including the process used to monitor an ERISA plan’s investment advisor and delegated fiduciary. He previously worked as an investment analyst for AT&T’s pension investment team, oversaw the sub-advisory and pension assets of AXA Equitable Life, and managed the strategic relationship team at Putnam Investments. He is a CFA charterholder.
Dr. Koehn specializes in applied microeconomics and finance. He has performed research and given economic testimony in antitrust, regulatory, tax, and other business litigation matters. The author of several publications on topics such as banking and finance, energy economics, and real estate, Dr. Koehn is a former adjunct associate professor of finance at the University of California, Irvine Graduate School of Management.
Ms. Fournier, an economist with 20 years of consulting experience, has particular expertise in pharmaceuticals, medical devices, and health economics. She has led case teams and provided analyses in False Claims Act (FCA), Anti-Kickback Statute (AKS), and Racketeer Influenced and Corrupt Organizations (RICO) Act matters, including those involving alleged kickbacks, off-label marketing, misbranding, and pricing issues, among others. She has assisted testifying experts in the preparation of reports, testimony, and related analyses in connection with class certification, liability, and damages. She has also directed economic and statistical analyses for a wide variety of health care-related litigations, including analyses of large datasets and government and private administrative claims records. Ms. Fournier has presented a number of abstracts at health care conferences in the US and Canada and published research on cost of illness, drug cost effectiveness, and other topics in health economics. Her coauthored articles on the economic impact of major depressive disorder have been published in peer-reviewed journals such as the Journal of Clinical Psychiatry and PharmacoEconomics.
Mr. Nguyen performs quantitative analyses and economic modeling in support of complex securities matters. He has consulted on a variety of matters involving investment suitability, investment portfolio valuation and risk analysis, mutual fund excessive fees, ERISA, class certification, and damages. His experience on ERISA-related matters includes evaluations of 401(k) plan investment management and recordkeeping fees, securities lending fees and portfolios, investment option performance, and the appropriateness of selected investment options. Mr. Nguyen has also evaluated target date funds, stable value funds, and managed account products, and has worked on numerous matters related to the investment management of fixed-income portfolios, specifically with regard to investments in mortgage-backed securities and collateralized mortgage obligations. In addition, he has performed numerous valuations of organizations for use in strategic advisory and litigation settings, and has extensive experience constructing, managing, and analyzing large proprietary datasets. His notable case work includes In re: American Funds Fee Litigation; Steve Wildman and Jon Borcherding v. American Century Services, LLC, et al.; Kimberly Davis and Vanessa Romano v. Stadion Money Management, LLC; Leonid Falberg v. The Goldman Sachs Group, Inc., et al.; and Jaime Pizarro, et al. v. The Home Depot, Inc., et al.