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Mark H. Egland

Managing Principal

Education:
M.B.A., finance, UCLA Anderson School of Management; B.A., mathematical economics, Pomona College; CFA charterholder

Summary of Experience:
Mr. Egland specializes in financial and environmental issues pertaining to litigation, with a focus on investment suitability. He directs the firm’s risk management consulting work, which provides comprehensive risk analyses of investment portfolios for private and public clients. He led the team that valued the failed Orange County derivatives portfolio for the California State Auditor’s Office. Mr. Egland has conducted numerous analyses requiring calculation of discounted cash flows for determining lost earnings, profits, and asset and business values. He has valued a broad range of financial instruments and evaluated the impact of various factors on stockholder wealth. In the environmental area, he has conducted studies to evaluate the impact of hazards such as asbestos, lead, and soil contamination on property values. He has provided expert testimony in many environmental matters and published his research in leading environmental and real estate journals, as well as coauthoring the book, The Mutual Fund Industry: Competition and Investor Welfare. Mr. Egland is a Chartered Financial Analyst.