Gene J. Kovacs

Vice President

Gene J. Kovacs

Los Angeles


Ph.D., business, Columbia University; M.B.A., accounting and finance, The University of Chicago; B.S., finance and economics, Babson College

Summary of Experience

Dr. Kovacs has conducted economic and financial analyses and managed case teams in a wide array of securities and investment-related litigation. He has consulted on securities class actions, corporate and regulatory investigations, shareholder lawsuits, and business disputes. He has also been engaged on a number of municipal finance matters in which he developed revenue estimation models and debt service models for various financing structures, including traditional fixed-rate debt and synthetic fixed-rate debt. His case work spans a variety of industries, including financial services, mortgage banking, insurance, real estate, pharmaceuticals, and energy. Dr. Kovacs frequently applies his expertise in financial statement analysis and valuation, as well as considerable knowledge of investment structures and products, to cases involving securities and accounting fraud allegations. He has developed models to examine the relationship between income/cash-flow measures and security returns; estimate mark-to-market values and financial statement balances for bespoke energy derivatives; and quantify the effects of alleged accounting fraud on executive compensation. Dr. Kovacs has estimated clients' potential for exposure and developed analytical models to support damages calculations. Within the context of accounting, he has also conducted research on corporate governance, earnings forecasting and management, and corporate disclosure. He previously worked as an equity research analyst at J.P. Morgan Investment Management, where he developed valuation models for firms in several industries.