This edition of Forum examines the economic and mental health effects of living in the same household as a person with depressive symptoms, as well as the use of financial innovation to meet emission reduction goals.
Analysis Group was retained on behalf of Cisco Systems and CDW Corporation, defendants in an antitrust litigation brought by Dexon Computer, a technology reseller.
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. 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.
)Mr. El-Hage is an expert in corporate governance, corporate finance, and valuation, with more than 20 years of professional experience in executive management positions, focusing in the areas of private equity, equity financing, restructuring, and venture capital. He has provided consulting in several litigation matters involving governance and valuation issues and has provided expert testimony at deposition. He has also served on the boards of numerous private and public companies, ranging from start-ups to those with several billion dollars in revenues. He is currently the independent chairman of the MassMutual Premier Funds, a $10 billion+ mutual fund complex.
In addition to his experience raising capital, Mr. El-Hage has hands-on experience as the CEO and CFO of operating companies. In those capacities he oversaw corporate expansion, raised capital, and restructured debt. As a professional with two public equity firms, he evaluated investment opportunities, led a successful public offering, and undertook extensive due diligence and financial modeling, as well as completing the sale of two portfolio companies.
In 2003, Mr. El-Hage became senior associate dean for external relations at the Harvard Business School, where he was also, at various times, a professor of management practice and the Thomas Henry Carroll/Ford Foundation Adjunct Professor of Business Administration. He introduced and taught a new elective course on management and governance of active investing, in addition to courses in leadership and corporate accountability, and corporate finance. He was voted Capstone Professor six times, a rare honor, and was also awarded the prestigious Student Association Teaching Award in 2006.
)Professor Madnick specializes in database technology, connectivity among disparate distributed information systems, software project management, and the strategic use of information technology (IT). He is an experienced expert witness and has provided testimony in numerous litigation matters, including multiple cases involving Microsoft. Professor Madnick has also consulted to several major corporations, including IBM, AT&T, and Citicorp. He is co-head of the Total Data Quality Management (TDQM) Program and founding director of MIT’s Interdisciplinary Consortium for Improving Critical Infrastructure Cybersecurity, also known as (IC)3. Professor Madnick was the principal investigator of a large-scale research effort funded by the US government’s Defense Advanced Research Projects Agency (DARPA) on context interchange, which involved the development of technology that helps organizations work more cooperatively and collaboratively. His industry work includes contributions to projects such as IBM’s VM/370 operating system and Lockheed Martin’s DIALOG information retrieval system. He has also founded or co-founded several high-tech firms, including Intercomp, acquired by Logicon; Mitrol, acquired by General Electric; the Cambridge Institute for Information Systems, subsequently renamed Cambridge Technology Group; and iAggregate, acquired by ArsDigita, which was subsequently acquired by Red Hat. Professor Madnick has authored or coauthored over 400 books, articles, and technical reports.
)Professor Tadelis is an expert on e-commerce and the economics of the internet, industrial organization, and microeconomics, including game theory and auction theory. His work on e-commerce investigates online auctions and online bargaining, digital advertising, seller reputation and the determinants of trust, price salience, and algorithmic pricing. Professor Tadelis has also researched contract theory and design, with applications to outsourcing, privatization, strategic pricing, public and private sector procurement and award mechanisms, and strategic sourcing and pricing. He has been engaged by regulatory authorities and tech companies in a variety of investigations and litigation matters in both the US and Canada on topics such as consumer protection, pricing, and online advertising and has testified at deposition.
Professor Tadelis has a decade of experience working with online marketplaces and retailers. He served as a senior director and distinguished economist at eBay Research Labs, where he hired and led a team of economists focused on the economics of e-commerce, with particular attention to creating better matches of buyers and sellers; reducing market frictions by increasing trust and safety in eBay’s marketplace; understanding the underlying value of different advertising and marketing strategies; and exploring the market benefits of different pricing structures. He also served as vice president of economics and market design at Amazon, where he guided and supported economic analyses for business decisions across the company.
Professor Tadelis participated in the Federal Trade Commission’s 2018 hearings on “Competition and Consumer Protection in the 21st Century.” He testified on two panels: “Multi-Sided Platforms in Action” and “Nascent Competition: Is the Current Analytical Framework Sufficient?”
Professor Tadelis is the author of books on game theory and microeconomic theory, as well as a handbook chapter on two-sided e-commerce marketplaces and the future of retailing. He has published articles in and served on the editorial boards of leading economics, marketing, and management journals. He is a research associate at the National Bureau of Economic Research and a research fellow at the Centre for Economic Policy Research.
)Mr. Jarosz is an economist and director of Analysis Group’s Washington, DC office. He specializes in matters involving intellectual property (IP), commercial damages, licensing, and antitrust. His IP work focuses on evaluating lost profits, reasonable royalties, price erosion, commercial success, licensing terms, best efforts, irreparable harm, and FRAND commitments. Mr. Jarosz has significant expertise testifying in patent, trademark, copyright, and trade secret tort and contract matters. He is also experienced in both US and international arbitration, often serving as an expert witness in matters involving IP rights.
A frequent author and lecturer on the economics of IP protection, Mr. Jarosz has participated in and given presentations at various meetings of the Sedona Conference, Intellectual Property Owners Association, Licensing Executives Society, and the Association of University Technology Managers. He has published a variety of papers in professional and practitioner journals, and he has taught classes at Georgetown University Law Center, George Washington University Law School, the University of Pennsylvania Law School and Department of Economics, Columbia Business School, and the US Patent and Trademark Office. Mr. Jarosz has been recognized for many years as among the top economic experts for IP matters by Intellectual Asset Management (IAM) in the IAM Patent 1000, which identifies leading patent professionals around the globe.
)Ms. Wood is an expert in institutional investing, global corporate governance, equity and bond portfolio management, financial analysis, and securities analysis, with over 35 years of experience in the asset management industry. She also has expertise in investment management and asset allocation of pension funds, mutual funds, insurance companies, endowments, and foundations. She has served as an expert witness in litigation involving asset allocation, investment policy, investment manager due diligence, public pension plans, corporate governance, securities analysis, and portfolio management.
Ms. Wood led the $150 billion equity, hedge fund, and activist portfolios for the California Public Employees’ Retirement System (CalPERS), the largest public pension plan in the US. She also managed the CalPERS corporate governance program and Focus List engagements, including its environmental, social, and governance (ESG) strategies. Ms. Wood’s other ESG activities include serving as board chair of the Global Reporting Initiative, tasked with setting global sustainability disclosure standards for over 5,000 companies worldwide. She is a former CEO of Capital Z Asset Management, one of the largest independent sponsors of hedge funds, where she was responsible for minority equity ownership in 11 hedge funds across $7 billion in equity, fixed income, and commodity strategies.
Ms. Wood serves on numerous boards of directors, having chaired the audit, corporate governance, and investment committees of the boards of several financial institutions. Previously, she was a member of the Financial Accounting Standards Board (FASB) Investor Advisory Group, the Public Company Accounting Oversight Board (PCAOB) Standing Advisory Group, and the International Auditing and Assurance Standards Board (IAASB) Consultative Advisory Group. She is a frequent speaker on topics that include sustainability reporting, corporate governance, ESG disclosure, best practices of boards of directors, global alpha generation, and hedge funds. Ms. Wood was a 2018 Harvard University Advanced Leadership Fellow.
)A specialist in finance and securities, Dr. Wong has managed teams supporting academic and industry affiliates in litigation matters involving securities fraud, damages, bankruptcy, suitability analysis, portfolio management, mortgage lending practices, accounting analysis, market manipulation, and financial statement analysis. He has extensive experience analyzing fixed-income instruments, structured finance instruments, and credit derivatives. Dr. Wong has worked on and provided testimony in government regulatory investigations. His recent engagements include work in legal disputes related to structured finance instruments, including residential mortgage-backed securities (RMBS) and collateralized debt obligations (CDOs); securities lending; mutual funds and other commingled investment pools; corporate governance; and investment suitability claims. He has also worked on valuation, class certification, and intellectual property matters.
Dr. Wong joined Analysis Group from Chicago Partners in 2006, and has played an instrumental role in the development and growth of the firm’s Chicago practice. He is a member of the American Finance Association and has published research on bankruptcy and the financing of new firms. Dr. Wong is a board member of One Million Degrees, a Chicago-based nonprofit organization.
)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.
)Professor Fader is a marketing expert who analyzes behavioral data to understand and forecast customer shopping and purchasing activities, determine customer lifetime value, and assess customer relationship management activities. His research highlights the consistency of customer behavior patterns across industries, as well as methods for leveraging this information to create more effective marketing strategies. He has provided expert testimony in litigation, and he has consulted to firms in a range of industries, including consumer packaged goods, interactive media, financial services, retailing, and pharmaceuticals. Professor Fader has published numerous journal articles and book chapters on a variety of marketing and applied statistics topics. He is the author of Customer Centricity: Focus on the Right Customers for Strategic Advantage (2020) as well as coauthor of The Customer Centricity Playbook: Implement a Winning Strategy Driven by Customer Lifetime Value (2018). He has been on the editorial boards of several journals, including Marketing Science, the Journal of Marketing Research, and the International Journal of Research in Marketing. In addition to his academic career, Professor Fader has brought his customer-oriented expertise to the marketplace in his capacity as co-founder of the predictive analytics firm Zodiac and the customer-based corporate valuation firm Theta.
)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.
)Mr. Jetley specializes in mergers and acquisitions (M&A), valuation of derivative instruments, securities valuation, corporate finance, and risk management. He has worked on several transaction-related matters that involved the analysis of target valuations, sales processes, disclosures made by bidders and targets, and other deal terms. His securities valuation experience includes analyzing the impact of selected disclosures on the stock price of large corporations across a variety of industries, including technology, electric utilities, office equipment, biotechnology, real estate investment trusts (REITs), and health care providers. Mr. Jetley has also worked on several matters involving the valuation of equity, fixed-income, foreign exchange, and mortgage-backed derivative securities. He frequently publishes and presents on topics involving M&A, securities, financial analysis, and commercial damages.
)Professor Wright is an expert in accounting, public policy, and resource allocation related to petroleum. She focuses her work on international petroleum contracts, upstream oil and gas accounting, and financial reporting, as well as on the disclosure and valuation of oil and gas reserves. Her research has examined accounting issues for environmental costs and asset retirement obligations, petroleum economics and decision analysis, joint interest accounting, and the evaluation of oil and gas financial statements. Over the past two decades, Professor Wright’s expertise in petroleum economics and valuation has been called on in support of numerous litigation matters. In these engagements, she has served as a witness, filed expert reports, and provided testimony at deposition and trial. Professor Wright has authored dozens of research publications and is the coauthor of two textbooks, Fundamentals of Oil & Gas Accounting and International Petroleum Accounting. She has served on the editorial review boards of several publications, including Petroleum Accounting and Financial Management Journal and Oil, Gas & Energy Quarterly, and was a member of the International Accounting Standards Board’s extractive industries advisory committee. Professor Wright is a certified public accountant in Oklahoma.
)Mr. Schroeder has over 45 years of experience in investing, auditing, and financial reporting. He is a member of the Investor Advisory Group of the Public Company Accounting Oversight Board (PCAOB) and a former member of the Financial Accounting Standards Board (FASB). As a member of the FASB, Mr. Schroeder was part of the group responsible for setting US generally accepted accounting principles (GAAP). During his 10 years at the FASB, it issued over 200 standards, including several that had significant impacts on accounting for revenue, leases, and credit losses (the latter referred to as the current expected credit losses (CECL) accounting model). Prior to joining the FASB, Mr. Schroeder was a partner and senior portfolio manager at Carlson Capital, responsible for managing long- and short-equity positions in the financial services industry, including both public and private companies. He also spent several years as a senior equity analyst with Schroder & Company and KBW, and served as CFO of Nafinsa Securities, Nafinsa Real Estate, and Nafinsa Holdings (a subsidiary of Nacional Financiera, the primary development bank for the government of Mexico). Prior to those roles, Mr. Schroeder spent 13 years, including three years as a partner, with Ernst & Young in its New York financial services and national offices, performing various technical accounting, consulting, and auditing roles. He is a former member of the FASB’s Emerging Issues Task Force and the PCAOB’s Standing Advisory Group. Mr. Schroeder is an adjunct faculty instructor at Western Connecticut State University’s Ancell School of Business and previously held a similar position at Rutgers Business School. He has earned the designation of certified public accountant.
)Dr. Wu is a health economist with expertise in health economics and outcomes research (HEOR), market access, and scientific evidence strategy. He has conducted research in more than 30 countries on behalf of pharmaceutical and medical device companies, payers, providers, and government agencies. Dr. Wu has contributed to over 200 publications across dozens of therapeutic areas, including regenerative therapies (gene and stem cell), rare and ultra-rare diseases, biologics, and immuno-oncology.
Dr. Wu spends a significant portion of his practice developing new scientific methods to address challenges in health care research. He has developed client-focused solutions based on the use of artificial intelligence (AI), medical big data, real-world evidence, and innovative comparative-effectiveness research methodologies.
)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.
)Mr. Ji specializes in the application of economics and finance to litigation matters in the areas of mergers and acquisitions (M&A), valuation, financial instruments, and tax. He has significant experience supporting academic and industry experts, as well as providing consulting assistance to clients. Mr. Ji has examined all aspects of M&A, including bid premiums, public and private benefits of control, deal terms, sales mechanisms, negotiation processes, shareholder activism, merger arbitrage, advisor fees, material adverse event (MAE) and material adverse change (MAC) provisions, and consequences of breaching non-disclosure or standstill agreements. His valuation experience includes analyzing real estate, telecommunications, energy, public transportation, medical devices, and banking and brokerage companies and assets. In the bankruptcy area, he applies his valuation skills to solvency and fraudulent conveyance analyses. Mr. Ji has managed case teams in matters involving various types of financial instruments and markets, including foreign currencies, auction-rate securities, precious metals, and fixed-income derivatives. In securities litigation matters, he has assisted counsel and experts throughout all stages, including class certification, merit, mediation, and settlement negotiation, and has addressed issues such as price impact, loss causation, damages methodology, materiality, and falsity. He has also assessed the economic substance and structure of various complex tax shelter transactions. Mr. Ji’s research papers have been published in the Financial Analysts Journal and The Business Lawyer.
)Mr. FitzPatrick is a wealth management and fiduciary expert with extensive experience serving high-net-worth individuals, families, and related charitable entities. In his role at Northway Wealth Advisors, he provides guidance to trustees of personal trusts and executors of estates, and mediation and expert witness services in support of fiduciary-related dispute resolution. Mr. FitzPatrick has been recognized as a court-qualified expert in wealth management matters and has served as a testifying expert in multiple trust and estate cases. He is a columnist and author of articles published in The International Family Offices Journal and Trusts & Estates magazine. Prior to founding Northway, he held senior executive roles with Dominion Fiduciary Services, Webster Bank, BNY Mellon, J.P. Morgan, Citigroup, and Goldman Sachs, among others. Notably, he led J.P. Morgan Private Bank’s global trust and estate administration business, which managed accounts valued at more than $21 billion. Subsequently, Mr. FitzPatrick served as managing director and head of trust for Goldman Sachs, where he chartered and built both The Goldman Sachs Trust Company, N.A., and The Goldman Sachs Trust Company of Delaware, and grew combined assets under fiduciary supervision from zero to $2 billion in under four years. He then ran Citigroup’s global personal trust business, managing more than $50 billion in fiduciary accounts. He is a member of several nonprofit boards and committees and has held numerous leadership positions with industry associations and on professional and corporate boards. Mr. FitzPatrick is a registered Trust and Estate Practitioner (TEP) and a Master Certified Independent Trustee.
)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 Thurman is an expert in agricultural markets and regulation. He has consulted on a wide variety of topics related to agriculture, including competition in agricultural markets, international trade in agricultural commodities, the behavior of agricultural futures markets, the proper use of econometric methods, damages assessments, the role of agricultural cooperatives, and the estimation of cost pass-through to indirect purchasers. As an expert witness, Professor Thurman has testified at deposition and in federal and state court proceedings. He has published widely on agricultural and natural resource subjects, including grower compensation in the poultry industry, food safety regulation in the egg industry, the effects of supply control programs for peanuts and tobacco, honeybee pollination markets and colony collapse disorder, the performance of lumber futures markets, and the costs of the Clean Water and Clean Air Acts. At North Carolina State University, Professor Thurman taught graduate and undergraduate courses in econometrics, microeconomics, and agricultural markets. He is the recipient of numerous research and teaching awards and fellowships, including the Agricultural & Applied Economics Association’s (AAEA’s) Publication of Enduring Quality and Outstanding Graduate Instructor Awards. Professor Thurman is a past editor of the American Journal of Agricultural Economics, an elected fellow of the AAEA, and a senior fellow of the Property and Environment Research Center in Bozeman, Montana.
)Professor Wruck's research and teaching are in the fields of financial and organizational economics, with special emphasis on corporate finance, restructuring, financial distress, governance, and management compensation. She has served as an academic director of the Financial Management Association and the Turnaround Management Association, consulted to major corporations, and has worked on a number of high-profile corporate litigation projects as a subject matter expert. Professor Wruck has published numerous articles in leading academic journals, and her work and opinions have been highlighted in several business periodicals. In addition to refereeing for several industry journals, she serves as an advisory editor for the Social Sciences Research Network (SSRN) and the Organizations and Markets Electronic Journal. She is also a former associate editor of the Journal of Financial Economics, the Journal of Corporate Finance, The Journal of Financial Research, and European Financial Management. Professor Wruck’s honors include Ohio State's Mary Ann Williams Award, which recognizes a woman exhibiting extraordinary leadership, and Fisher's Bostick-Georges Pacesetter Service Award, which recognizes exceptional leadership and service to the College of Business. In addition, she has on multiple occasions been selected as outstanding professor by Ohio State's full-time and executive M.B.A. programs. Prior to her appointment at Ohio State, Professor Wruck served on the faculty of the Harvard Business School.
)Professor Melvin has lengthy academic and business experience in international finance – including foreign exchange market microstructure – and multi-asset investment strategies. His current research focuses on currency carry trades, currency transaction costs, and exchange rate models. Professor Melvin has published widely on topics that include exchange rates, currency investing, and international equity markets. Previous faculty appointments have included Arizona State University’s W.P. Carey School of Business; the Haas School of Business at the University of California, Berkeley; the University of California, Los Angeles; and Northwestern University.
In addition to his academic achievements, Professor Melvin has deep in-house experience in the finance industry. Before joining the Rady School, he was managing director and senior research advisor in multi-asset strategies at BlackRock. He also served as the head of currency and fixed-income research in the Global Market Strategies Group at BlackRock and Barclays Global Investors. Professor Melvin is former coeditor of the Journal of International Money and Finance, and he has been a visiting scholar at the Federal Reserve Board, the International Monetary Fund, and the Bank for International Settlements.
)Mr. Yeater specializes in applying financial and economic analyses to complex business litigation and regulatory matters involving antitrust concerns, intellectual property claims, and other commercial disputes. Mr. Yeater serves as an expert witness and consults to clients in non-testifying roles. In more than 20 years as an economic consultant, he has led large, high-profile engagements supporting multiple experts in a variety of industries, including digital and traditional media, sports and entertainment, retail consumer goods, high-tech consumer products, pharmaceuticals, chemicals, agriculture, education, and financial services.
Mr. Yeater applies his expertise to analyze competition and substitution patterns, define relevant markets, and evaluate potential competitive effects and counterfactual outcomes in merger and competition investigations and antitrust litigation. He has served as a testifying economist concerning the analysis of merger efficiencies and procompetitive effects of conduct. Mr. Yeater has also evaluated competition, pricing, output and efficiencies, and procompetitive benefits in connection with merger and behavioral investigations in the US, Australia, Korea, the UK, and the EU. He has supported merging parties and the Federal Trade Commission (FTC) in a variety of merger investigations. In other litigation matters, Mr. Yeater has applied his expertise in financial and economic concepts to the analysis of damages, and has provided assistance throughout all phases of pretrial and trial practice.
Mr. Yeater serves as a vice chair to the American Bar Association (ABA) Antitrust Law Section’s Podcasting Committee, producing and hosting episodes of the committee’s Our Curious Amalgam podcast. Previously, he was a vice chair of the Food and Agriculture Committee. He publishes and presents regularly on topics relevant to his expertise, including the economic analysis of competition, the calculation of damages in antitrust and other cases, and class certification.
)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. 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 Meyer specializes in software engineering and the construction of complex reliable systems. His research interests run from the technical (such as software verification, programming languages, and concurrent programming) to the managerial (including large project organizations, agile methods, quality assurance, and troubled-project rescue). Professor Meyer has served as an expert witness in technology-related cases before the US International Trade Commission (ITC), the European Commission (EC), and the International Chamber of Commerce. These include a patent litigation case between Nokia and Apple before the ITC, and a Microsoft antitrust case before the EC. He has consulted to companies in the US, Japan, and Europe. A pioneer of object technology – a now-dominant approach to software design and programming – Professor Meyer designed the Eiffel programming language and established the “design by contract” (DbC) programming concept. Professor Meyer has published over 300 articles and 12 books, many widely translated, on software issues and techniques. His awards include the IEEE Computer Society’s Harlan D. Mills Award and the Association for Computing Machinery (ACM) Software System Award; he is a member of Academia Europaea, and a fellow of the International Federation for Information Processing (IFIP) as well as the ACM. After co-founding Eiffel Software, he was a professor of software engineering and chairman of the Department of Computer Science at ETH Zürich. In addition to his current role at the Schaffhausen Institute of Technology in Switzerland, Professor Meyer holds associated positions with Politecnico di Milano, the University of Toulouse, and Russia’s Innopolis University. He speaks English, French, Russian, German, and Italian.
)Professor Toubia has marketing expertise in the areas of innovation and new product development, with a specific emphasis on market research, behavioral economics, preference measurement, and customer choice models. He focuses his research primarily on studying how firms can optimize their interactions with customers. For example, he has used polyhedral adaptive choice-based conjoint analysis to develop marketing strategy and assessed the comparative value of promotional efforts launched through online social communities versus traditional direct-mail campaigns. Professor Toubia has conducted numerous surveys for litigation – including conjoint studies – involving smartphones, set-top boxes, consumer packaged goods, medical equipment, and perceptions of employment status. He has also been deposed and testified at an arbitration matter.
Professor Toubia worked with Applied Marketing Science on the development of IDEALYST®, an online idea generation and group brainstorming tool that has been used by numerous corporations to enhance output and creativity through the use of incentives. His research has been honored with three John D.C. Little Best Paper Awards and published in a variety of marketing outlets. Among other journal affiliations, Professor Toubia is coeditor of Quantitative Marketing and Economics, associate editor of Management Science and Marketing Science, and a member of the editorial boards of International Journal of Research in Marketing and Journal of Marketing Research.
)Mr. Kinrich consults on cases involving financial and economic analysis, accounting, business valuation, statistics, and mathematical modeling. He has often testified on damages, valuation, and accounting issues in federal and state courts and other dispute resolution forums. Over his 40-year career, Mr. Kinrich has directed numerous large-scale analyses involving a broad range of litigation areas. A certified public accountant, he specializes in damage quantification and valuation in the areas of commercial litigation and intellectual property. He also has significant experience in many other areas of the law, including breach of contract, construction, fraud, antitrust, business interruption, marital dissolution, dealership disputes, and tax litigation. Mr. Kinrich has authored a number of publications on damages-related topics, and recently co-edited the book entitled Lost Profits Damages: Principles, Methods, and Applications. Before joining Analysis Group, he was with PricewaterhouseCoopers for 20 years.
)Professor Anderson conducts research on the design of cost accounting systems and on how firms use management control practices to mitigate risk and facilitate collaboration in inter-firm transactions. This research includes performance measurement, incentive contracting, supply chain contracting, and operations management. Professor Anderson uses empirical analysis of firm-level accounting and operational data to test economic theories about firm performance. She also has experience designing and administering surveys and analyzing survey data. Her published work has employed data from many industries including automotive, electronics manufacture, office furniture manufacture, commercial airlines, consumer retail, coal extraction, transportation, and warehousing and distribution.Â
Professor Anderson co-authored the award-winning book Implementing Management Innovations and the textbook Fundamentals of Cost Accounting (now in its 5th edition). Her research has been published in leading research journals including The Accounting Review, Management Science, and Contemporary Accounting Research. She has been recognized with the American Accounting Association's Notable Contribution Award (2006) and with the American Accounting Association's Management Accounting Section's Notable Contribution to the Literature Award (2003, 2006, 2012) and the Greatest Influence on Practice Award (2010). Professor Anderson's research has been funded by competitive grants from the AICPA, the Institute of Internal Auditors, the Institute of Management Accountants, the National Science Foundation, and the Australian Research Council.
Professor Anderson has previously held faculty positions at the University of Michigan and Rice University. She has also held visiting faculty appointments at Harvard Business School and the University of Melbourne. Earlier in her career, she worked as an engineer for General Motors Corporation.Â
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)Mr. Yenikomshian specializes in data analysis and economic modeling, and has consulted on economic and strategic issues to companies in a variety of industries, including pharmaceuticals, medical insurance, blockchain and cryptocurrency, computer software and technology, and cybersecurity. He has extensive experience analyzing large datasets, such as administrative insurance medical claims and transactional software sales data. Mr. Yenikomshian has calculated damages in antitrust, health care product liability, kickback, and off-label pharmaceutical promotion matters, and in a variety of consumer class action cases. He has served as a testifying expert in a criminal matter, provided critiques of data and analytical methodologies in support of rebuttal testimony, and assisted attorneys with discovery, cross-examination strategy, and settlement negotiations. He has also developed interactive software tools to help clients make strategic decisions. Mr. Yenikomshian is a member of the American Bar Association and serves as co-chair of its Big Data Committee and Data Science Working Group, as well as vice chair of its Artificial Intelligence and Robotics Committee. Prior to joining Analysis Group, he was a partner in a software development and staffing technology firm.
)Professor Riddiough is best known for his work on real options, mortgage pricing and strategy, REITs, and land use regulation. He has served as an expert in numerous real estate-related matters, in which he has testified on appraisal and the value of distressed mortgages. Professor Riddiough has consulted to numerous organizations, including the US Department of Housing and Urban Development, GMAC, Wells Fargo, Coldwell Banker Commercial, The Equitable Life Assurance Society, and the State of Wisconsin Investment Board. He has published more than 40 scholarly articles. He has served on the boards of directors of several organizations, including ArCap REIT, EquiBase Capital Partners, and the American Real Estate and Urban Economics Association. Professor Riddiough is the recipient of best dissertation and best paper awards in real estate economics, and is a fellow at the Real Estate Research Institute and a past fellow at the Homer Hoyt Institute. He teaches courses in real estate finance, real estate capital markets, and microeconomics.
)Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation. She has led teams across a broad range of matters involving commercial disputes, antitrust and competition, and securities and finance. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies. Ms. Comeaux has provided assistance through all phases of pretrial and trial practice, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has also assisted clients in mass arbitration proceedings, regulatory investigations, and strategy engagements.
Ms. Comeaux has experience with a wide range of empirical methodologies, particularly within the context of damages analyses. 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. She has worked with a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. Ms. Comeaux has particular expertise in organizational assessments that address theories of liability, including reviewing and responding to the results of assessments conducted by regulators and third parties.
)Professor Fox’s research focuses on retail pricing, promotion, and assortment management, as well as the quantitative modeling of consumer shopping behavior to address retail competition and marketing channel issues. He frequently estimates models using customer-level data to identify the drivers of shopping behavior and to make shopping and spending predictions, which can then be used by retail decision makers to improve store performance. Professor Fox has consulted to retailers and other companies on marketing management, strategy, and quantitative decision making. His clients have included ACME Markets, Genuardi’s Family Markets, Softspikes, Arcis Golf, and Reliant Rehabilitation. He has also filed an expert report on behalf of the Federal Trade Commission in a retail antitrust case. Professor Fox’s research has addressed topics such as dynamic pricing, demand estimation using transaction data, competitive issues in retailing, consumer spending behavior across retail formats, and recapturing lost customers. His articles have been published in journals such as Marketing Science, the Journal of Marketing Research, the Journal of Marketing, Management Science, Operations Research, and the Journal of Retailing. He is frequently quoted in the media on retail marketing and consumer buying behavior, and he has spoken at numerous retail industry conferences and trade association meetings.
)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, including in Health Affairs, Alzheimer’s & Dementia, Diabetes Care, Critical Care Medicine, the Journal of Clinical Psychiatry, and various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Blog, 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.
)Mr. Trautman leads the media and entertainment practice of Bortz Media & Sports Group, with more than 30 years of experience and an analytical focus on all aspects of media – including video programming, industry, firm- and product-level performance and prospects, market forecasting and trends, and audience behavior. He has provided both consulting and expert witness services to a wide range of corporations, including Comcast, Discovery Communications, Disney/ESPN, Gannett, Major League Baseball, and TiVo. He has also submitted testimony before the US Copyright Royalty Judges, the Canadian Copyright Royalty Board, and the Federal Communications Commission. Mr. Trautman’s testimony has covered industry and business strategies and trends; valuation in relation to programming and other media assets; and market analysis of media industries. His consulting assignments have focused on business strategies, competitive assessments, and market research, as well as the ways in which media technologies and consumer behavior intersect. Mr. Trautman is the author of Unleashing Connectivity and Entertainment in America: A Study of the Cable Industry’s Impact and Public Television’s Transition to a Digital Future, as well as other writings on television and digital broadcasting.
)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 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.
)Dr. Furchtgott-Roth is a former commissioner of the Federal Communications Commission (FCC). During his FCC tenure, Dr. Furchtgott-Roth delivered testimony before numerous Congressional committees. Since leaving the FCC, he has served as an expert in a number of high-profile matters, including Liberty Media v. IAC/InterActiveCorp. and the XM/Sirius Satellite Radio merger.
Dr. Furchtgott-Roth is a frequent speaker on telecommunications, regulation, and high technology. He has authored books on cable television, telecommunications, and international trade in computer software, and has published more than 40 scholarly and popular articles in such outlets as the Antitrust Bulletin, The Columbia Science and Technology Law Review, the Federal Communications Law Journal, The Wall Street Journal, Investor's Business Daily, and Forbes.
Prior to his appointment to the FCC, Dr. Furchtgott-Roth served as chief economist of the US House of Representatives Committee on Commerce, where he was one of the principal staff involved in drafting the Telecommunications Act of 1996.
)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 multiple 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 290 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 also an adjunct 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 and a member of the American Society of Clinical Oncology, the International Society of Pharmacoepidemiology, and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
)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.
)Professor Venkataraman specializes in market microstructure and financial market design; the evaluation of trading strategies; and the functioning of equity, fixed-income, and energy markets. He has served as an expert witness in litigation matters involving trading strategies and price manipulation, and has consulted to the Financial Industry Regulatory Authority, the US Commodity Futures Trading Commission, and the US Department of Justice, among other organizations. He serves on the US Securities and Exchange Commission’s (SEC’s) Fixed Income Market Structure Advisory Committee, which advises the SEC on the efficiency and resiliency of fixed-income markets. Professor Venkataraman is an associate editor of the Journal of Financial and Quantitative Analysis and the Journal of Financial Markets. His research has been published in academic journals and featured in media outlets such as The Wall Street Journal, Barrons, the Financial Times, The Economist, and Bloomberg News, and has won best paper awards at international conferences. Professor Venkataraman teaches courses in investments and energy finance, and serves as the academic director of the Maguire Energy Institute. He has served as chairman of the Cox School of Business’s finance department. Professor Venkataraman is the recipient of multiple SMU awards, including the Altshuler Distinguished Teaching Professor Award and the Gerald J. Ford Senior Research Fellowship, and was named among “The Best 40 B-School Profs Under the Age of 40” by Poets&Quants.
)Mr. Beauregard specializes in conducting sophisticated economic, financial, and statistical analyses. His consulting experience includes many litigation and arbitration proceedings, as well as internal and regulatory investigations. He has supported experts and assisted counsel in a variety of antitrust, securities, ERISA, commercial litigation, and intellectual property matters.
In antitrust cases, Mr. Beauregard’s experience includes allegations of price-fixing, predatory pricing, price discrimination, concerted refusals to deal, and monopolization and attempted monopolization. His securities experience includes matters related to allegations of breach of fiduciary duty, securities fraud, and excessive mutual fund fees. In his ERISA work, Mr. Beauregard has led teams analyzing ERISA violations through the inclusion of inappropriate investment options or charging excessive fees, among other matters. Throughout multiple commercial litigation matters, he has supported academic experts on topics related to fraud, breach of contract, and tortious interference. Additionally, Mr. Beauregard has conducted lost profits and reasonable royalty damages analyses in a number of intellectual property cases.
)Professor Schoar is an expert in corporate finance, entrepreneurship, and organizational economics. Her research interests span from entrepreneurial finance to household finance and financial intermediation. Her research examines returns and capital flows in the venture capital industry, the financing of small and medium-sized enterprises and startup firms, and the role of consumer financial markets. Professor Schoar has served as an expert witness in cases involving commercial litigation and financial services. She is co-organizer of the Corporate Finance Working Group at the National Bureau of Economic Research, a former member of the Consumer Financial Protection Bureau’s Academic Research Council, and co-founder and scientific director of ideas42, a research lab on behavioral social science. She has published numerous articles and papers and received several awards for her research, including the Ewing Marion Kauffman Prize Medal for Distinguished Research in Entrepreneurship and the Brattle Group Prize in Corporate Finance for her paper “The Effects of Corporate Diversification on Productivity.” She has served as an associate editor of The Journal of Finance, the American Economic Journal: Applied Economics, and the Journal of Economic Perspectives. Professor Schoar’s work has been featured in The Economist, the Financial Times, The New York Times, and The Wall Street Journal.
)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.
)Professor Snyder is an industrial organization economist whose research focuses on antitrust policy and enforcement, contracting practices, financial institutions, and law and economics. He has consulted on and served as a testifying expert in numerous high-profile cases, opining on liability, damages, proposed mergers, price-fixing allegations, Hatch-Waxman claims involving pharmaceuticals, monopolization claims, and proposed class certifications of both direct and indirect purchasers. In addition, Professor Snyder has testified before combined US Federal Trade Commission (FTC) and US Department of Justice (DOJ) hearings on competition and intellectual property, and has presented separately before the DOJ’s Antitrust Division, where he worked as an economist earlier in his career, and the FTC. He has been a signatory to amicus briefs submitted to the Supreme Court on various price-fixing and Sherman Act issues.
Professor Snyder has written extensively on topics related to antitrust and policy issues, with his articles appearing in prestigious publications such as The Journal of Law and Economics, the Journal of Comparative Economics, The Antitrust Bulletin, and Contemporary Policy Issues. His work has also been featured in major media outlets, including the Financial Times, The Wall Street Journal, and The New York Times.
Professor Snyder also served as the dean of the Yale School of Management from 2011 to 2019, during which time he enhanced the school’s academic programs and financial standing, and established new master’s programs in the areas of management, entrepreneurship, and executive education. He also founded the Global Network for Advanced Management at Yale University, an international consortium of schools devoted to teaching tomorrow’s business leaders around the world. Prior to joining Yale, Professor Snyder was the dean of the business schools of The University of Chicago, the University of Virginia, and the University of Michigan.
)Professor Garrison is an academic expert with extensive experience in nonprofit health policy and pharmaceutical industry economics research. His research interests include US and international health policy issues related to personalized medicine; benefit-risk analysis; and the economic evaluation of pharmaceuticals, diagnostics, and other technologies. Professor Garrison is a visiting senior fellow at the Office of Health Economics (OHE) in London, and his research has been published more than 190 times in peer-reviewed journals. In 2022, he received the Avedis Donabedian Outcomes Research Lifetime Achievement Award from the International Society for Pharmacoeconomics and Outcomes Research (ISPOR). He is co-chair of the Policy Outlook Committee for ISPOR’s Health Science Policy Council, and has served as a former president of IPSOR as well as chair or co-chair of ISPOR task forces on real-world data, performance-based risk-sharing arrangements, and US value frameworks. Prior to his academic career, he was vice president and head of Health Economics & Strategic Pricing for Roche Pharmaceuticals in Basel, Switzerland, and previously served as director of Project HOPE, a nonprofit corporation conducting health sciences education and training programs in 18 countries.
)Dr. Garces is an economist with deep public- and private-sector antitrust policy and regulation experience in the US and Europe, including serving in the European Commission’s Directorate-General for Competition (DG COMP) and Directorate-General for Internal Market and Industry. Her consulting and case work experience includes mergers and conduct cases in the telecommunications, media, industrial, consumer staples, and technology sectors. She has corporate experience at a large technology company and is widely recognized as an expert on the economic analysis of new digital business models, as well as on regulation in innovative sectors. Dr. Garces has published extensively on topics such as the antitrust analysis of commercial practices, the assessment of conglomerate mergers, the interaction between antitrust and privacy, value creation processes in platform businesses, and behavioral economics. She is also a coauthor of the widely used book Quantitative Techniques for Competition and Antitrust Analysis.
)Dr. Mishol is an economist who specializes in competition, econometrics, microeconomic theory, statistics, securities, health care, and pharmacoeconomics. He has provided consulting support to counsel throughout many phases of litigation, including preparation of expert deposition and trial testimony; development, presentation, and review of pretrial discovery; and critique of analyses of opposing experts. He has served as an expert witness and worked with leading academic scholars, providing economic and damages analysis on matters involving cartels, mergers, and other cases involving market definition issues in a variety of industries; economic, financial, and quantitative analyses related to allegations of securities fraud in Rule 10b-5, ERISA, and mortgage-backed securities matters; and economic, quantitative, and damages analyses in the pharmaceutical industry.
Outside of litigation, Dr. Mishol has used sophisticated econometric modeling techniques to help major pharmaceutical companies make product entry decisions by assessing the impact of market factors such as product quality, pricing, patent expiration, and regulatory policy on the demand for prescription pharmaceuticals. His work also includes econometric analysis of the spending experience of private-pay and Medicare patients across the United States, examining direct usage and cost impacts related to the supply of specific technologies, including diagnostic imaging, cardiac care, newborn care for at-risk infants, and cancer care.
)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.
)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.
)Professor Ware is an internationally recognized leader in measuring Patient Reported Outcomes (PRO). His substantial contributions to the outcomes research field have focused on developing, standardizing, and applying health metrics to assess patient reported outcomes. His work has led to the development of a set of standardized, generic PRO measures, including the SF-36® Health Survey, as well as disease-specific measures such as the Headache Impact Test (HIT-6TM) survey. Professor Ware frequently provides guidance on evidence support for PRO labeling, and he has been the invited expert for testimony on PRO topics at hearings held by the US Food and Drug Administration. His current research interests also include applying modern psychometric methods to construct more actionable measures, including the first disease-specific quality-of-life (QOL) impact scale standardized across conditions and normed in representative chronically-ill populations. Professor Ware is as a member of the National Academy of Medicine (formerly Institute of Medicine).
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)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.
)Ms. Guérin is an economist who specializes in the application of statistics and econometrics to health economics and outcomes research (HEOR) and epidemiology. Her areas of expertise include retrospective database analyses such as medical claims, electronic health records, and clinical trial data; economic modeling, such as cost-effectiveness and budget impact models; and design of chart review studies, surveys, and other prospective studies. She has participated in the development of large clinical data registries and in the design of real-world evidence (RWE) studies to support regulatory submissions. Ms. Guérin has broad research and analytical experience in areas such as comparative effectiveness and cost effectiveness, development of prediction algorithms, assessment of disease prevalence and incidence, evaluation of burden of illness, productivity loss, treatment patterns, analysis of patient-reported outcomes (PROs), safety/tolerability analyses, discrete choice experiments, and patient experience studies. She has also supported many pharmaceutical companies in the development of HEOR planning and RWE generation plans. Ms. Guérin has conducted health care research across many therapeutic areas, including oncology, hematology, dermatology, gastroenterology, rheumatology, neurology, psychiatry, endocrinology, cardiology and circulatory diseases, and respiratory diseases. She publishes frequently and is the coauthor of over 100 research papers published in numerous peer-reviewed journals and presented at a variety of scientific conferences.
)Professor Garthwaite is an applied microeconomist who studies the effects of government policies and social phenomena, particularly in the areas of health and biopharmaceuticals. His recent work focuses on the private sector effects of the Affordable Care Act, including the labor supply effects of large insurance expansions, the changes in uncompensated hospital care resulting from public insurance expansions, and the responses of nonprofit hospitals to financial shocks. Professor Garthwaite also studies biopharmaceutical pricing and innovation, including the effect of expanded patent protection on pricing in the Indian pharmaceutical market, the effects of increases in demand on innovation by US pharmaceutical firms, and the relationship between health insurance expansions and high drug prices. Additionally, he studies the effects of the increased use of private firms to operate and manage social insurance programs, with a focus on Medicaid managed-care firms.Â
Professor Garthwaite has testified before the US House of Representatives and several state legislatures on the minimum wage, health care reforms, and consolidation in health care markets. He has also held several public policy positions, including faculty associate with Northwestern University's Institute for Policy Research and director of research for the Employment Policies Institute. Professor Garthwaite's research has appeared in journals such as The Quarterly Journal of Economics, American Economic Review, The Review of Economics and Statistics, and Health Affairs; and has been profiled in media outlets such as The New York Times, The Wall Street Journal, The Washington Post, and Vox. He has also appeared on various TV and radio programs, including Nightly Business Report and Marketplace.
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)Professor Mitzenmacher’s research interests include the design and analysis of algorithms, networks and data transmission, computer security, information theory, and the use of encryption. He has consulted to technology companies and research laboratories such as Adverplex (Cogo Labs), Akamai, AT&T, Digital Fountain, eharmony, Fluent Mobile (Fiksu), Google, Huawei, ITA Software, JobSync, Microsoft, Mitsubishi Electric Research Laboratories, and Yahoo!. He has also served as an expert witness on software and intellectual property issues in several cases, and provided testimony in multiple trials. Professor Mitzenmacher has authored or coauthored over 200 conference and journal publications on a variety of topics, including algorithms for the internet, efficient hash-based data structures, erasure and error-correcting codes, power laws, and compression. He is also the coauthor of Probability and Computing, a textbook on randomized algorithms and probabilistic techniques in computer science. His work on low-density parity-check codes shared the 2002 IEEE Information Theory Society Best Paper Award and won the 2009 ACM SIGCOMM Test of Time Award. Prior to joining the Harvard faculty, Professor Mitzenmacher was a research scientist at Digital Equipment Corporation’s Systems Research Center, where he worked on information retrieval on the web, erasure and error-correcting codes, online algorithms, and load balancing.
)Roger Ware is a professor of economics at Queen's University, Kingston, Canada. He has held previous positions at the University of Toronto and the University of California, Berkeley. From 1993 to 1994 he held the T.D. McDonald Chair in Industrial Organization at the Competition Bureau, Ottawa. Dr. Ware's interests are focused on industrial organization, antitrust economics, intellectual property, telecommunications, and energy economics. In addition to publishing many articles in these areas, Professor Ware coauthored (with Dr. Jeffrey Church) Industrial Organization: A Strategic Approach (McGraw-Hill, 2000), a major text on antitrust economics that is frequently cited by experts and practitioners.
Dr. Ware teaches graduate and undergraduate courses in industrial organization, regulation and law, and economics and has lectured widely on antitrust topics. He has consulted on many recent competition cases, and has appeared as an expert witness several times before Canada's Competition Tribunal and other regulatory tribunals and agencies. His expert testimony on behalf of the respondent in Commissioner of Competition v. Canada Pipe, Ltd. (2005) played a key role in a major decision of the Competition Tribunal, which in turn led to a landmark ruling from the Federal Court of Appeals. In recent years, Dr. Ware has also been retained as an expert in several important Canadian Class Certification cases and cases involving the regulation of telecommunications, Internet services, and broadcasting.
)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 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.
)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.
)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.
)Professor Gentzkow specializes in applied microeconomics, empirical industrial organization, and political economy, with a focus on the media, technology, retail, and health care industries. He studies the economic forces driving the creation of media products; competition in media markets; the changing nature and role of media in the digital environment; and the effects of media on education, ideological diversity, and civic engagement. His work has examined the welfare effects of social media networks and how information is disseminated online. Professor Gentzkow’s research has also involved the analysis of complex datasets of consumer purchases to study consumer product pricing, consumer brand preferences, and brand price premiums. He has presented his work to the US Department of Justice, Federal Trade Commission, and Federal Communications Commission.
Professor Gentzkow has published in numerous prominent economic journals and has appeared frequently in major media such as The New York Times, The Wall Street Journal, The Economist, The Washington Post, and NPR. His awards include the John Bates Clark Medal, given by the American Economic Association to the American economist under 40 judged to have made the most significant contributions to economic thought and knowledge. He is a research associate at the National Bureau of Economic Research and a member of its Industrial Organization Program steering committee, and a senior fellow at the Stanford Institute for Economic Policy Research. Professor Gentzkow has received a fellowship and grants from the Alfred P. Sloan Foundation, as well as various grants from the National Science Foundation.
)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.
)Dr. Mordecai is an expert on forensic financial and economic analysis, financial engineering, and the valuation of fixed-income securities and structured products, including over-the-counter derivatives – in particular, fixed-income and credit derivatives. He also has expertise in complex insurance and reinsurance liabilities, M&A and successor liability analysis, operational risk, reliability and warranty-indemnity analysis, environmental liability, trade credit, and political risk, as well as asset liability and risk management models and practices. In addition, Dr. Mordecai has direct experience with cryptocurrency and digital asset technology infrastructure, including the technical review and evaluation activities of distributed ledger technology. Dr. Mordecai has advised on, and provided technical oversight for, pattern and practice investigations, internal regulatory investigations, insurance investigations for state regulators, and stress testing for global financial institutions. He has testified extensively at deposition, trial, arbitration, and international arbitration; been admitted as an expert in federal, state, and county courts; and been cited favorably in court decisions. Dr. Mordecai has served as an advisor on systemic risk issues to the Federal Reserve, the International Monetary Fund (IMF), the US Department of the Treasury, and the Commodity Futures Trading Commission (CFTC), and as an advisor on hedge fund valuation issues to the International Organization of Securities Commissions. He has also been a member of the Investment Advisory Committee of the New York Mercantile Exchange (NYMEX). In addition to his role at The University of Chicago Booth School of Business, Dr. Mordecai is a visiting scholar at the NYU Courant Institute of Mathematical Sciences, where he co-advises research activities at the RiskEcon® Lab for Decision Metrics. Dr. Mordecai also co-teaches a course at NYU Law School on quantitative methods in litigation with a focus on machine testimony and machine behavior. His contributions to this course as co-instructor include extensive direct experience with technical review, evaluation, and testing of AI and machine learning applications across diverse institutional contexts, as well as industry and market settings.
)Ms. Kindler is an economist with extensive experience in a variety of engagements, including intellectual property (IP) disputes, contract disputes, litigation matters related to securities and finance, false advertising allegations, and antitrust matters. She has testified numerous times in deposition, trial, and arbitration and assisted in all phases of the litigation process, including discovery, expert reports, deposition, and trial preparation. With respect to IP disputes, Ms. Kindler has evaluated damages in the context of allegations of patent infringement, trade secret misappropriation, trade dress infringement, and copyright infringement. In patent infringement matters, she has analyzed claimed lost sales, claimed lost profits, and reasonable royalty damages. Ms. Kindler also has evaluated disgorgement and actual harm in the context of numerous IP disputes. Ms. Kindler has been involved in numerous licensing negotiations related to a wide range of technologies and products, including but not limited to standard essential technology, software, smartphone and wireless technologies, dental implants, and oil and gas. In antitrust matters, she has assessed the competitive consequences of mergers, analyzed the competitive behavior of market participants, and estimated the impact of market power. Her work has also included the development of complex damages models, the analysis of statistical data, and the analysis of stock price movements. Prior to joining Analysis Group, Ms. Kindler held positions with two economics consulting firms.
)Professor Tucker is an industrial organization economist whose research spans the fields of technology, health care, real estate, and media and advertising. A particular focus of her work is on the role of data and digitization on competition and consumer behavior. Professor Tucker has deep experience as an expert witness in a variety of cases spanning antitrust and competition, intellectual property, data and data privacy, online advertising, and digital platforms. She has assessed market definition, competitive effects, liability, and class certification issues in matters involving pharmaceuticals, health insurance, consumer goods, sports and entertainment, energy, and consumer electronics, among other industries. She has testified about the effects of data, privacy, and algorithms before Congress, and has presented her work to agencies and organizations such as the Federal Trade Commission (FTC), the Federal Communications Commission (FCC), the International Monetary Fund (IMF), the European Commission Directorate-General for Competition (DG COMP), and the Australian Competition and Consumer Commission (ACCC).
Professor Tucker has published widely on innovation and technology diffusion; online advertising, customer heterogeneity, and algorithms; privacy regulation; network effects; and the economics of social networks. At the National Bureau of Economic Research (NBER), she serves as a research associate, focusing on privacy; a principal investigator on the Project on the Economics of Digitization; and a co-organizer of the Economics of Artificial Intelligence initiative, supported by the Alfred P. Sloan Foundation. Professor Tucker is a co-founder of the MIT Cryptoeconomics Lab, which studies digital currencies and blockchain, and chair of the MIT Sloan Ph.D. Program. Her articles have appeared in leading scientific, economic, management, and marketing journals. She has previously served as associate editor of Management Science and the Journal of Marketing Research and coeditor of Quantitative Marketing and Economics, and she is currently senior editor of Marketing Science.
)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 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 her work has been widely published in management and international business journals. 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 dean of the Fellows of the Academy of International Business, where she formerly served as president.
)Professor Weber’s expertise lies at the intersection of technology markets, intellectual property regimes, and international politics. His research, teaching, and advisory work focuses on the political economy of knowledge-intensive industries, with special attention to issues of competitiveness related to information technology, software, finance, and health care. Professor Weber has advised companies, government agencies, and nonprofit organizations on risk analysis, strategy, business forecasting, and communications. He was the founder and faculty director for the UC Berkeley Center for Long-Term Cybersecurity, and his cybersecurity credentials allow him to supplement his experience in organizational governance with the technical nature of security threats. Professor Weber served as a special consultant to the president of the European Bank for Reconstruction and Development, and has held academic fellowships with the Council on Foreign Relations and the Center for Advanced Study in the Behavioral Sciences. He is widely published, with his work having been featured in publications such as the Journal of Social, Political, and Economic Studies Foreign Affairs and International Organization. Professor Weber’s books include The Success of Open Source and Bloc by Bloc: How to Build a Global Enterprise for the New Regional Order, which explains how economic geography is increasingly defined by technology rules and standards.
)Professor Tufano’s work spans a broad range of topics in finance, including climate finance and derivatives and structured finance. His research interests include financial innovation, business solutions to climate change, the design of new securities and financial instruments, the organization of financial markets, corporate risk management, the mutual fund industry, and household finance. Professor Tufano has provided expert testimony and reports in several finance- and securities-related matters, including a matter involving retained asset accounts; the Parmalat securities litigation; economic characterizations of securities for tax courts; and the Enron Corporation securities, derivative, and ERISA litigations.
He has written a number of books, and his articles have been published in journals such as The Journal of Finance, the Journal of Financial Economics, The Review of Financial Studies, and Harvard Business Review. He is an associate editor of the Journal of Investment Management. Professor Tufano’s work has also been featured in a number of media outlets, including The New York Times and the Financial Times. He has received several awards, including the Smith Breeden Prize for the best finance paper published in The Journal of Finance and a leadership award from the Aspen Institute. Prior to re-joining the Harvard Business School faculty, he was dean of the Saïd Business School at the University of Oxford for a decade.
)Ms. Kirk Fair has extensive experience leading the development of economic and market analyses, assessing class certification and damages, evaluating consumer behavior, and testifying in a wide range of matters in the US, Canada, and Europe. She has been deeply involved in merger investigations and major antitrust litigation, as well as intellectual property (IP), false advertising, and tax matters. She also is a founder of the Analysis Group’s Surveys & Experimental Studies practice.
Ms. Kirk Fair specializes in evaluating competition and substitution patterns to examine potential competitive effects in mergers and “but-for” outcomes in antitrust litigation. She has significant analytical and testifying experience in cartel matters, notably in a number of prominent cases in the technology, consumer products, and financial services industries. She also has evaluated competition, pricing, and outputs in connection with merger investigations in the US, Canada, and the EU. In addition to having served as a compliance monitor for several years, she has supported the US Department of Justice (DOJ), the Federal Trade Commission (FTC), and the Canadian Competition Bureau (CCB) in a variety of merger investigations.
Ms. Kirk Fair also has particular expertise in the development, administration, and analysis of consumer surveys for use in antitrust, false advertising, and IP matters, as well as merger reviews and strategy cases. She has testified in arbitration, deposition, and trial in matters involving the design and implementation of consumer surveys, as well as the evaluation of opposing parties’ surveys and of statistical sampling and analyses. Her work has been used to support and critique damages models and to provide insights into the role of consumer choice in market definition.
Ms. Kirk Fair serves as a Vice-Chair to the American Bar Association (ABA) Antitrust Law Section’s Pricing Conduct Committee. She has received numerous awards for her accomplishments, including the W@ “40 in Their 40s: Notable Women Competition Professionals” and the Concurrences Antitrust Writing Award for her coauthored article “The Tyranny of Market Shares: Incorporating Survey-Based Evidence into Merger Analysis” (Corporate Disputes).
)Mr. Giles is a financial economist focusing on valuation and financial analysis. He has worked extensively in international arbitration, including both commercial and investment treaty claims, and has been engaged in some of the most complex and high-profile financial and non-financial disputes. His experience covers a range of industries across the world, including financial services, energy, pharmaceuticals, software, luxury goods, mining, manufacturing, property development, and hotels. Mr. Giles has testified as a quantum expert in all the major international arbitration forums and in a number of High Court of Justice cases in London. In Galapagos Bidco S.À.R.L. v. Dr. Frank Kebekus, et al., a contentious financial restructuring, he was instructed by counsel for Galapagos Bidco S.À.R.L. Mr. Giles has also assessed the impact of restated accounts on the value of Autonomy in HP/Autonomy v. Lynch and Hussain; other restructurings, including Saltri III Ltd v. MD Mezzanine SA SICAR; and the challenge to the $50 billion Yukos award in the Netherlands.
)Professor Morrison is an expert in bankruptcy law and economics, including the causes and consequences of both corporate and consumer insolvency. In his current work, he studies patterns in inter-creditor agreements, valuation disputes in corporate bankruptcies, racial disparities in Chapter 13 bankruptcy filings, the relationship between financial distress and mortality rates, and the costs and benefits of the bankruptcy code’s special rules for financial contracts, such as repurchase agreements.
Professor Morrison teaches courses in corporate finance, bankruptcy law, and contracts, and was the recipient of Columbia Law School’s 2018 Willis L.M. Reese Prize for Excellence in Teaching. He has published widely on corporate reorganization, consumer bankruptcy, regulation of systemic market risk, and foreclosure and mortgage modification. His work has been cited by the bankruptcy bench and bar, and has received support from the National Science Foundation and The Pew Charitable Trusts. He was a co-recipient of the John Wesley Steen Law Review Writing Prize from the American Bankruptcy Institute for his research on the Dodd-Frank Act.
Professor Morrison has served as a director of the American Law and Economics Association and as a member of the US Supreme Court’s Advisory Committee on Bankruptcy Rules. He is a former associate editor of the American Law and Economics Review and is currently an editor of The Journal of Legal Studies. Prior to his academic appointments, Professor Morrison clerked for Justice Antonin Scalia and Judge Richard A. Posner.
)Professor Wei is the scientific director for the program of quantitative science in pharmaceutical medicine at the Harvard T.H. Chan School of Public Health. He is an expert in biostatistics and in the development of statistical methods for the design and analysis of clinical trials, and has provided deposition and trial testimony in numerous matters regarding the effectiveness of various therapies. Professor Wei also has served as an expert and advisor to a number of pharmaceutical companies and regulatory agencies, including the US Food and Drug Administration (FDA), and has served on a number of FDA and National Institutes of Health committees.
Professor Wei has developed numerous statistical methods that are utilized extensively in practice. He has concentrated his recent research on the development of personalized medicine strategies for diagnostics and treatment selection, and has been intimately involved in advising the pharmaceutical industry on new drug applications.
The author of more than 140 articles in statistical and medical journals, Professor Wei has served on the editorial boards of the Journal of the American Statistical Association and the Journal of Biopharmaceutical Statistics. He is an elected fellow of the Institute of Mathematical Statistics and the American Statistical Association, which honored him with the Mosteller Statistician of the Year award in 2007.
)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.
)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 and damages in a variety of health care cases, including cases involving allegations of False Claims Act (FCA) and Anti-Kickback Statute (AKS) 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 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. 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.
Mr. El-Hage is an expert in corporate governance, corporate finance, and valuation, with more than 20 years of professional experience in executive management positions, focusing in the areas of private equity, equity financing, restructuring, and venture capital. He has provided consulting in several litigation matters involving governance and valuation issues and has provided expert testimony at deposition. He has also served on the boards of numerous private and public companies, ranging from start-ups to those with several billion dollars in revenues. He is currently the independent chairman of the MassMutual Premier Funds, a $10 billion+ mutual fund complex.
In addition to his experience raising capital, Mr. El-Hage has hands-on experience as the CEO and CFO of operating companies. In those capacities he oversaw corporate expansion, raised capital, and restructured debt. As a professional with two public equity firms, he evaluated investment opportunities, led a successful public offering, and undertook extensive due diligence and financial modeling, as well as completing the sale of two portfolio companies.
In 2003, Mr. El-Hage became senior associate dean for external relations at the Harvard Business School, where he was also, at various times, a professor of management practice and the Thomas Henry Carroll/Ford Foundation Adjunct Professor of Business Administration. He introduced and taught a new elective course on management and governance of active investing, in addition to courses in leadership and corporate accountability, and corporate finance. He was voted Capstone Professor six times, a rare honor, and was also awarded the prestigious Student Association Teaching Award in 2006.
Professor Madnick specializes in database technology, connectivity among disparate distributed information systems, software project management, and the strategic use of information technology (IT). He is an experienced expert witness and has provided testimony in numerous litigation matters, including multiple cases involving Microsoft. Professor Madnick has also consulted to several major corporations, including IBM, AT&T, and Citicorp. He is co-head of the Total Data Quality Management (TDQM) Program and founding director of MIT’s Interdisciplinary Consortium for Improving Critical Infrastructure Cybersecurity, also known as (IC)3. Professor Madnick was the principal investigator of a large-scale research effort funded by the US government’s Defense Advanced Research Projects Agency (DARPA) on context interchange, which involved the development of technology that helps organizations work more cooperatively and collaboratively. His industry work includes contributions to projects such as IBM’s VM/370 operating system and Lockheed Martin’s DIALOG information retrieval system. He has also founded or co-founded several high-tech firms, including Intercomp, acquired by Logicon; Mitrol, acquired by General Electric; the Cambridge Institute for Information Systems, subsequently renamed Cambridge Technology Group; and iAggregate, acquired by ArsDigita, which was subsequently acquired by Red Hat. Professor Madnick has authored or coauthored over 400 books, articles, and technical reports.
Professor Tadelis is an expert on e-commerce and the economics of the internet, industrial organization, and microeconomics, including game theory and auction theory. His work on e-commerce investigates online auctions and online bargaining, digital advertising, seller reputation and the determinants of trust, price salience, and algorithmic pricing. Professor Tadelis has also researched contract theory and design, with applications to outsourcing, privatization, strategic pricing, public and private sector procurement and award mechanisms, and strategic sourcing and pricing. He has been engaged by regulatory authorities and tech companies in a variety of investigations and litigation matters in both the US and Canada on topics such as consumer protection, pricing, and online advertising and has testified at deposition.
Professor Tadelis has a decade of experience working with online marketplaces and retailers. He served as a senior director and distinguished economist at eBay Research Labs, where he hired and led a team of economists focused on the economics of e-commerce, with particular attention to creating better matches of buyers and sellers; reducing market frictions by increasing trust and safety in eBay’s marketplace; understanding the underlying value of different advertising and marketing strategies; and exploring the market benefits of different pricing structures. He also served as vice president of economics and market design at Amazon, where he guided and supported economic analyses for business decisions across the company.
Professor Tadelis participated in the Federal Trade Commission’s 2018 hearings on “Competition and Consumer Protection in the 21st Century.” He testified on two panels: “Multi-Sided Platforms in Action” and “Nascent Competition: Is the Current Analytical Framework Sufficient?”
Professor Tadelis is the author of books on game theory and microeconomic theory, as well as a handbook chapter on two-sided e-commerce marketplaces and the future of retailing. He has published articles in and served on the editorial boards of leading economics, marketing, and management journals. He is a research associate at the National Bureau of Economic Research and a research fellow at the Centre for Economic Policy Research.
Mr. Jarosz is an economist and director of Analysis Group’s Washington, DC office. He specializes in matters involving intellectual property (IP), commercial damages, licensing, and antitrust. His IP work focuses on evaluating lost profits, reasonable royalties, price erosion, commercial success, licensing terms, best efforts, irreparable harm, and FRAND commitments. Mr. Jarosz has significant expertise testifying in patent, trademark, copyright, and trade secret tort and contract matters. He is also experienced in both US and international arbitration, often serving as an expert witness in matters involving IP rights.
A frequent author and lecturer on the economics of IP protection, Mr. Jarosz has participated in and given presentations at various meetings of the Sedona Conference, Intellectual Property Owners Association, Licensing Executives Society, and the Association of University Technology Managers. He has published a variety of papers in professional and practitioner journals, and he has taught classes at Georgetown University Law Center, George Washington University Law School, the University of Pennsylvania Law School and Department of Economics, Columbia Business School, and the US Patent and Trademark Office. Mr. Jarosz has been recognized for many years as among the top economic experts for IP matters by Intellectual Asset Management (IAM) in the IAM Patent 1000, which identifies leading patent professionals around the globe.
Ms. Wood is an expert in institutional investing, global corporate governance, equity and bond portfolio management, financial analysis, and securities analysis, with over 35 years of experience in the asset management industry. She also has expertise in investment management and asset allocation of pension funds, mutual funds, insurance companies, endowments, and foundations. She has served as an expert witness in litigation involving asset allocation, investment policy, investment manager due diligence, public pension plans, corporate governance, securities analysis, and portfolio management.
Ms. Wood led the $150 billion equity, hedge fund, and activist portfolios for the California Public Employees’ Retirement System (CalPERS), the largest public pension plan in the US. She also managed the CalPERS corporate governance program and Focus List engagements, including its environmental, social, and governance (ESG) strategies. Ms. Wood’s other ESG activities include serving as board chair of the Global Reporting Initiative, tasked with setting global sustainability disclosure standards for over 5,000 companies worldwide. She is a former CEO of Capital Z Asset Management, one of the largest independent sponsors of hedge funds, where she was responsible for minority equity ownership in 11 hedge funds across $7 billion in equity, fixed income, and commodity strategies.
Ms. Wood serves on numerous boards of directors, having chaired the audit, corporate governance, and investment committees of the boards of several financial institutions. Previously, she was a member of the Financial Accounting Standards Board (FASB) Investor Advisory Group, the Public Company Accounting Oversight Board (PCAOB) Standing Advisory Group, and the International Auditing and Assurance Standards Board (IAASB) Consultative Advisory Group. She is a frequent speaker on topics that include sustainability reporting, corporate governance, ESG disclosure, best practices of boards of directors, global alpha generation, and hedge funds. Ms. Wood was a 2018 Harvard University Advanced Leadership Fellow.
A specialist in finance and securities, Dr. Wong has managed teams supporting academic and industry affiliates in litigation matters involving securities fraud, damages, bankruptcy, suitability analysis, portfolio management, mortgage lending practices, accounting analysis, market manipulation, and financial statement analysis. He has extensive experience analyzing fixed-income instruments, structured finance instruments, and credit derivatives. Dr. Wong has worked on and provided testimony in government regulatory investigations. His recent engagements include work in legal disputes related to structured finance instruments, including residential mortgage-backed securities (RMBS) and collateralized debt obligations (CDOs); securities lending; mutual funds and other commingled investment pools; corporate governance; and investment suitability claims. He has also worked on valuation, class certification, and intellectual property matters.
Dr. Wong joined Analysis Group from Chicago Partners in 2006, and has played an instrumental role in the development and growth of the firm’s Chicago practice. He is a member of the American Finance Association and has published research on bankruptcy and the financing of new firms. Dr. Wong is a board member of One Million Degrees, a Chicago-based nonprofit organization.
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.
Professor Fader is a marketing expert who analyzes behavioral data to understand and forecast customer shopping and purchasing activities, determine customer lifetime value, and assess customer relationship management activities. His research highlights the consistency of customer behavior patterns across industries, as well as methods for leveraging this information to create more effective marketing strategies. He has provided expert testimony in litigation, and he has consulted to firms in a range of industries, including consumer packaged goods, interactive media, financial services, retailing, and pharmaceuticals. Professor Fader has published numerous journal articles and book chapters on a variety of marketing and applied statistics topics. He is the author of Customer Centricity: Focus on the Right Customers for Strategic Advantage (2020) as well as coauthor of The Customer Centricity Playbook: Implement a Winning Strategy Driven by Customer Lifetime Value (2018). He has been on the editorial boards of several journals, including Marketing Science, the Journal of Marketing Research, and the International Journal of Research in Marketing. In addition to his academic career, Professor Fader has brought his customer-oriented expertise to the marketplace in his capacity as co-founder of the predictive analytics firm Zodiac and the customer-based corporate valuation firm Theta.
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.
Mr. Jetley specializes in mergers and acquisitions (M&A), valuation of derivative instruments, securities valuation, corporate finance, and risk management. He has worked on several transaction-related matters that involved the analysis of target valuations, sales processes, disclosures made by bidders and targets, and other deal terms. His securities valuation experience includes analyzing the impact of selected disclosures on the stock price of large corporations across a variety of industries, including technology, electric utilities, office equipment, biotechnology, real estate investment trusts (REITs), and health care providers. Mr. Jetley has also worked on several matters involving the valuation of equity, fixed-income, foreign exchange, and mortgage-backed derivative securities. He frequently publishes and presents on topics involving M&A, securities, financial analysis, and commercial damages.
Professor Wright is an expert in accounting, public policy, and resource allocation related to petroleum. She focuses her work on international petroleum contracts, upstream oil and gas accounting, and financial reporting, as well as on the disclosure and valuation of oil and gas reserves. Her research has examined accounting issues for environmental costs and asset retirement obligations, petroleum economics and decision analysis, joint interest accounting, and the evaluation of oil and gas financial statements. Over the past two decades, Professor Wright’s expertise in petroleum economics and valuation has been called on in support of numerous litigation matters. In these engagements, she has served as a witness, filed expert reports, and provided testimony at deposition and trial. Professor Wright has authored dozens of research publications and is the coauthor of two textbooks, Fundamentals of Oil & Gas Accounting and International Petroleum Accounting. She has served on the editorial review boards of several publications, including Petroleum Accounting and Financial Management Journal and Oil, Gas & Energy Quarterly, and was a member of the International Accounting Standards Board’s extractive industries advisory committee. Professor Wright is a certified public accountant in Oklahoma.
Mr. Schroeder has over 45 years of experience in investing, auditing, and financial reporting. He is a member of the Investor Advisory Group of the Public Company Accounting Oversight Board (PCAOB) and a former member of the Financial Accounting Standards Board (FASB). As a member of the FASB, Mr. Schroeder was part of the group responsible for setting US generally accepted accounting principles (GAAP). During his 10 years at the FASB, it issued over 200 standards, including several that had significant impacts on accounting for revenue, leases, and credit losses (the latter referred to as the current expected credit losses (CECL) accounting model). Prior to joining the FASB, Mr. Schroeder was a partner and senior portfolio manager at Carlson Capital, responsible for managing long- and short-equity positions in the financial services industry, including both public and private companies. He also spent several years as a senior equity analyst with Schroder & Company and KBW, and served as CFO of Nafinsa Securities, Nafinsa Real Estate, and Nafinsa Holdings (a subsidiary of Nacional Financiera, the primary development bank for the government of Mexico). Prior to those roles, Mr. Schroeder spent 13 years, including three years as a partner, with Ernst & Young in its New York financial services and national offices, performing various technical accounting, consulting, and auditing roles. He is a former member of the FASB’s Emerging Issues Task Force and the PCAOB’s Standing Advisory Group. Mr. Schroeder is an adjunct faculty instructor at Western Connecticut State University’s Ancell School of Business and previously held a similar position at Rutgers Business School. He has earned the designation of certified public accountant.
Dr. Wu is a health economist with expertise in health economics and outcomes research (HEOR), market access, and scientific evidence strategy. He has conducted research in more than 30 countries on behalf of pharmaceutical and medical device companies, payers, providers, and government agencies. Dr. Wu has contributed to over 200 publications across dozens of therapeutic areas, including regenerative therapies (gene and stem cell), rare and ultra-rare diseases, biologics, and immuno-oncology.
Dr. Wu spends a significant portion of his practice developing new scientific methods to address challenges in health care research. He has developed client-focused solutions based on the use of artificial intelligence (AI), medical big data, real-world evidence, and innovative comparative-effectiveness research methodologies.
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.
Mr. Ji specializes in the application of economics and finance to litigation matters in the areas of mergers and acquisitions (M&A), valuation, financial instruments, and tax. He has significant experience supporting academic and industry experts, as well as providing consulting assistance to clients. Mr. Ji has examined all aspects of M&A, including bid premiums, public and private benefits of control, deal terms, sales mechanisms, negotiation processes, shareholder activism, merger arbitrage, advisor fees, material adverse event (MAE) and material adverse change (MAC) provisions, and consequences of breaching non-disclosure or standstill agreements. His valuation experience includes analyzing real estate, telecommunications, energy, public transportation, medical devices, and banking and brokerage companies and assets. In the bankruptcy area, he applies his valuation skills to solvency and fraudulent conveyance analyses. Mr. Ji has managed case teams in matters involving various types of financial instruments and markets, including foreign currencies, auction-rate securities, precious metals, and fixed-income derivatives. In securities litigation matters, he has assisted counsel and experts throughout all stages, including class certification, merit, mediation, and settlement negotiation, and has addressed issues such as price impact, loss causation, damages methodology, materiality, and falsity. He has also assessed the economic substance and structure of various complex tax shelter transactions. Mr. Ji’s research papers have been published in the Financial Analysts Journal and The Business Lawyer.
Mr. FitzPatrick is a wealth management and fiduciary expert with extensive experience serving high-net-worth individuals, families, and related charitable entities. In his role at Northway Wealth Advisors, he provides guidance to trustees of personal trusts and executors of estates, and mediation and expert witness services in support of fiduciary-related dispute resolution. Mr. FitzPatrick has been recognized as a court-qualified expert in wealth management matters and has served as a testifying expert in multiple trust and estate cases. He is a columnist and author of articles published in The International Family Offices Journal and Trusts & Estates magazine. Prior to founding Northway, he held senior executive roles with Dominion Fiduciary Services, Webster Bank, BNY Mellon, J.P. Morgan, Citigroup, and Goldman Sachs, among others. Notably, he led J.P. Morgan Private Bank’s global trust and estate administration business, which managed accounts valued at more than $21 billion. Subsequently, Mr. FitzPatrick served as managing director and head of trust for Goldman Sachs, where he chartered and built both The Goldman Sachs Trust Company, N.A., and The Goldman Sachs Trust Company of Delaware, and grew combined assets under fiduciary supervision from zero to $2 billion in under four years. He then ran Citigroup’s global personal trust business, managing more than $50 billion in fiduciary accounts. He is a member of several nonprofit boards and committees and has held numerous leadership positions with industry associations and on professional and corporate boards. Mr. FitzPatrick is a registered Trust and Estate Practitioner (TEP) and a Master Certified Independent Trustee.
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 Thurman is an expert in agricultural markets and regulation. He has consulted on a wide variety of topics related to agriculture, including competition in agricultural markets, international trade in agricultural commodities, the behavior of agricultural futures markets, the proper use of econometric methods, damages assessments, the role of agricultural cooperatives, and the estimation of cost pass-through to indirect purchasers. As an expert witness, Professor Thurman has testified at deposition and in federal and state court proceedings. He has published widely on agricultural and natural resource subjects, including grower compensation in the poultry industry, food safety regulation in the egg industry, the effects of supply control programs for peanuts and tobacco, honeybee pollination markets and colony collapse disorder, the performance of lumber futures markets, and the costs of the Clean Water and Clean Air Acts. At North Carolina State University, Professor Thurman taught graduate and undergraduate courses in econometrics, microeconomics, and agricultural markets. He is the recipient of numerous research and teaching awards and fellowships, including the Agricultural & Applied Economics Association’s (AAEA’s) Publication of Enduring Quality and Outstanding Graduate Instructor Awards. Professor Thurman is a past editor of the American Journal of Agricultural Economics, an elected fellow of the AAEA, and a senior fellow of the Property and Environment Research Center in Bozeman, Montana.
Professor Wruck's research and teaching are in the fields of financial and organizational economics, with special emphasis on corporate finance, restructuring, financial distress, governance, and management compensation. She has served as an academic director of the Financial Management Association and the Turnaround Management Association, consulted to major corporations, and has worked on a number of high-profile corporate litigation projects as a subject matter expert. Professor Wruck has published numerous articles in leading academic journals, and her work and opinions have been highlighted in several business periodicals. In addition to refereeing for several industry journals, she serves as an advisory editor for the Social Sciences Research Network (SSRN) and the Organizations and Markets Electronic Journal. She is also a former associate editor of the Journal of Financial Economics, the Journal of Corporate Finance, The Journal of Financial Research, and European Financial Management. Professor Wruck’s honors include Ohio State's Mary Ann Williams Award, which recognizes a woman exhibiting extraordinary leadership, and Fisher's Bostick-Georges Pacesetter Service Award, which recognizes exceptional leadership and service to the College of Business. In addition, she has on multiple occasions been selected as outstanding professor by Ohio State's full-time and executive M.B.A. programs. Prior to her appointment at Ohio State, Professor Wruck served on the faculty of the Harvard Business School.
Professor Melvin has lengthy academic and business experience in international finance – including foreign exchange market microstructure – and multi-asset investment strategies. His current research focuses on currency carry trades, currency transaction costs, and exchange rate models. Professor Melvin has published widely on topics that include exchange rates, currency investing, and international equity markets. Previous faculty appointments have included Arizona State University’s W.P. Carey School of Business; the Haas School of Business at the University of California, Berkeley; the University of California, Los Angeles; and Northwestern University.
In addition to his academic achievements, Professor Melvin has deep in-house experience in the finance industry. Before joining the Rady School, he was managing director and senior research advisor in multi-asset strategies at BlackRock. He also served as the head of currency and fixed-income research in the Global Market Strategies Group at BlackRock and Barclays Global Investors. Professor Melvin is former coeditor of the Journal of International Money and Finance, and he has been a visiting scholar at the Federal Reserve Board, the International Monetary Fund, and the Bank for International Settlements.
Mr. Yeater specializes in applying financial and economic analyses to complex business litigation and regulatory matters involving antitrust concerns, intellectual property claims, and other commercial disputes. Mr. Yeater serves as an expert witness and consults to clients in non-testifying roles. In more than 20 years as an economic consultant, he has led large, high-profile engagements supporting multiple experts in a variety of industries, including digital and traditional media, sports and entertainment, retail consumer goods, high-tech consumer products, pharmaceuticals, chemicals, agriculture, education, and financial services.
Mr. Yeater applies his expertise to analyze competition and substitution patterns, define relevant markets, and evaluate potential competitive effects and counterfactual outcomes in merger and competition investigations and antitrust litigation. He has served as a testifying economist concerning the analysis of merger efficiencies and procompetitive effects of conduct. Mr. Yeater has also evaluated competition, pricing, output and efficiencies, and procompetitive benefits in connection with merger and behavioral investigations in the US, Australia, Korea, the UK, and the EU. He has supported merging parties and the Federal Trade Commission (FTC) in a variety of merger investigations. In other litigation matters, Mr. Yeater has applied his expertise in financial and economic concepts to the analysis of damages, and has provided assistance throughout all phases of pretrial and trial practice.
Mr. Yeater serves as a vice chair to the American Bar Association (ABA) Antitrust Law Section’s Podcasting Committee, producing and hosting episodes of the committee’s Our Curious Amalgam podcast. Previously, he was a vice chair of the Food and Agriculture Committee. He publishes and presents regularly on topics relevant to his expertise, including the economic analysis of competition, the calculation of damages in antitrust and other cases, and class certification.
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. 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 Meyer specializes in software engineering and the construction of complex reliable systems. His research interests run from the technical (such as software verification, programming languages, and concurrent programming) to the managerial (including large project organizations, agile methods, quality assurance, and troubled-project rescue). Professor Meyer has served as an expert witness in technology-related cases before the US International Trade Commission (ITC), the European Commission (EC), and the International Chamber of Commerce. These include a patent litigation case between Nokia and Apple before the ITC, and a Microsoft antitrust case before the EC. He has consulted to companies in the US, Japan, and Europe. A pioneer of object technology – a now-dominant approach to software design and programming – Professor Meyer designed the Eiffel programming language and established the “design by contract” (DbC) programming concept. Professor Meyer has published over 300 articles and 12 books, many widely translated, on software issues and techniques. His awards include the IEEE Computer Society’s Harlan D. Mills Award and the Association for Computing Machinery (ACM) Software System Award; he is a member of Academia Europaea, and a fellow of the International Federation for Information Processing (IFIP) as well as the ACM. After co-founding Eiffel Software, he was a professor of software engineering and chairman of the Department of Computer Science at ETH Zürich. In addition to his current role at the Schaffhausen Institute of Technology in Switzerland, Professor Meyer holds associated positions with Politecnico di Milano, the University of Toulouse, and Russia’s Innopolis University. He speaks English, French, Russian, German, and Italian.
Professor Toubia has marketing expertise in the areas of innovation and new product development, with a specific emphasis on market research, behavioral economics, preference measurement, and customer choice models. He focuses his research primarily on studying how firms can optimize their interactions with customers. For example, he has used polyhedral adaptive choice-based conjoint analysis to develop marketing strategy and assessed the comparative value of promotional efforts launched through online social communities versus traditional direct-mail campaigns. Professor Toubia has conducted numerous surveys for litigation – including conjoint studies – involving smartphones, set-top boxes, consumer packaged goods, medical equipment, and perceptions of employment status. He has also been deposed and testified at an arbitration matter.
Professor Toubia worked with Applied Marketing Science on the development of IDEALYST®, an online idea generation and group brainstorming tool that has been used by numerous corporations to enhance output and creativity through the use of incentives. His research has been honored with three John D.C. Little Best Paper Awards and published in a variety of marketing outlets. Among other journal affiliations, Professor Toubia is coeditor of Quantitative Marketing and Economics, associate editor of Management Science and Marketing Science, and a member of the editorial boards of International Journal of Research in Marketing and Journal of Marketing Research.
Mr. Kinrich consults on cases involving financial and economic analysis, accounting, business valuation, statistics, and mathematical modeling. He has often testified on damages, valuation, and accounting issues in federal and state courts and other dispute resolution forums. Over his 40-year career, Mr. Kinrich has directed numerous large-scale analyses involving a broad range of litigation areas. A certified public accountant, he specializes in damage quantification and valuation in the areas of commercial litigation and intellectual property. He also has significant experience in many other areas of the law, including breach of contract, construction, fraud, antitrust, business interruption, marital dissolution, dealership disputes, and tax litigation. Mr. Kinrich has authored a number of publications on damages-related topics, and recently co-edited the book entitled Lost Profits Damages: Principles, Methods, and Applications. Before joining Analysis Group, he was with PricewaterhouseCoopers for 20 years.
Professor Anderson conducts research on the design of cost accounting systems and on how firms use management control practices to mitigate risk and facilitate collaboration in inter-firm transactions. This research includes performance measurement, incentive contracting, supply chain contracting, and operations management. Professor Anderson uses empirical analysis of firm-level accounting and operational data to test economic theories about firm performance. She also has experience designing and administering surveys and analyzing survey data. Her published work has employed data from many industries including automotive, electronics manufacture, office furniture manufacture, commercial airlines, consumer retail, coal extraction, transportation, and warehousing and distribution.Â
Professor Anderson co-authored the award-winning book Implementing Management Innovations and the textbook Fundamentals of Cost Accounting (now in its 5th edition). Her research has been published in leading research journals including The Accounting Review, Management Science, and Contemporary Accounting Research. She has been recognized with the American Accounting Association's Notable Contribution Award (2006) and with the American Accounting Association's Management Accounting Section's Notable Contribution to the Literature Award (2003, 2006, 2012) and the Greatest Influence on Practice Award (2010). Professor Anderson's research has been funded by competitive grants from the AICPA, the Institute of Internal Auditors, the Institute of Management Accountants, the National Science Foundation, and the Australian Research Council.
Professor Anderson has previously held faculty positions at the University of Michigan and Rice University. She has also held visiting faculty appointments at Harvard Business School and the University of Melbourne. Earlier in her career, she worked as an engineer for General Motors Corporation.Â
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Mr. Yenikomshian specializes in data analysis and economic modeling, and has consulted on economic and strategic issues to companies in a variety of industries, including pharmaceuticals, medical insurance, blockchain and cryptocurrency, computer software and technology, and cybersecurity. He has extensive experience analyzing large datasets, such as administrative insurance medical claims and transactional software sales data. Mr. Yenikomshian has calculated damages in antitrust, health care product liability, kickback, and off-label pharmaceutical promotion matters, and in a variety of consumer class action cases. He has served as a testifying expert in a criminal matter, provided critiques of data and analytical methodologies in support of rebuttal testimony, and assisted attorneys with discovery, cross-examination strategy, and settlement negotiations. He has also developed interactive software tools to help clients make strategic decisions. Mr. Yenikomshian is a member of the American Bar Association and serves as co-chair of its Big Data Committee and Data Science Working Group, as well as vice chair of its Artificial Intelligence and Robotics Committee. Prior to joining Analysis Group, he was a partner in a software development and staffing technology firm.
Professor Riddiough is best known for his work on real options, mortgage pricing and strategy, REITs, and land use regulation. He has served as an expert in numerous real estate-related matters, in which he has testified on appraisal and the value of distressed mortgages. Professor Riddiough has consulted to numerous organizations, including the US Department of Housing and Urban Development, GMAC, Wells Fargo, Coldwell Banker Commercial, The Equitable Life Assurance Society, and the State of Wisconsin Investment Board. He has published more than 40 scholarly articles. He has served on the boards of directors of several organizations, including ArCap REIT, EquiBase Capital Partners, and the American Real Estate and Urban Economics Association. Professor Riddiough is the recipient of best dissertation and best paper awards in real estate economics, and is a fellow at the Real Estate Research Institute and a past fellow at the Homer Hoyt Institute. He teaches courses in real estate finance, real estate capital markets, and microeconomics.
Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation. She has led teams across a broad range of matters involving commercial disputes, antitrust and competition, and securities and finance. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies. Ms. Comeaux has provided assistance through all phases of pretrial and trial practice, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has also assisted clients in mass arbitration proceedings, regulatory investigations, and strategy engagements.
Ms. Comeaux has experience with a wide range of empirical methodologies, particularly within the context of damages analyses. 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. She has worked with a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. Ms. Comeaux has particular expertise in organizational assessments that address theories of liability, including reviewing and responding to the results of assessments conducted by regulators and third parties.
Professor Fox’s research focuses on retail pricing, promotion, and assortment management, as well as the quantitative modeling of consumer shopping behavior to address retail competition and marketing channel issues. He frequently estimates models using customer-level data to identify the drivers of shopping behavior and to make shopping and spending predictions, which can then be used by retail decision makers to improve store performance. Professor Fox has consulted to retailers and other companies on marketing management, strategy, and quantitative decision making. His clients have included ACME Markets, Genuardi’s Family Markets, Softspikes, Arcis Golf, and Reliant Rehabilitation. He has also filed an expert report on behalf of the Federal Trade Commission in a retail antitrust case. Professor Fox’s research has addressed topics such as dynamic pricing, demand estimation using transaction data, competitive issues in retailing, consumer spending behavior across retail formats, and recapturing lost customers. His articles have been published in journals such as Marketing Science, the Journal of Marketing Research, the Journal of Marketing, Management Science, Operations Research, and the Journal of Retailing. He is frequently quoted in the media on retail marketing and consumer buying behavior, and he has spoken at numerous retail industry conferences and trade association meetings.
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, including in Health Affairs, Alzheimer’s & Dementia, Diabetes Care, Critical Care Medicine, the Journal of Clinical Psychiatry, and various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Blog, 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.
Mr. Trautman leads the media and entertainment practice of Bortz Media & Sports Group, with more than 30 years of experience and an analytical focus on all aspects of media – including video programming, industry, firm- and product-level performance and prospects, market forecasting and trends, and audience behavior. He has provided both consulting and expert witness services to a wide range of corporations, including Comcast, Discovery Communications, Disney/ESPN, Gannett, Major League Baseball, and TiVo. He has also submitted testimony before the US Copyright Royalty Judges, the Canadian Copyright Royalty Board, and the Federal Communications Commission. Mr. Trautman’s testimony has covered industry and business strategies and trends; valuation in relation to programming and other media assets; and market analysis of media industries. His consulting assignments have focused on business strategies, competitive assessments, and market research, as well as the ways in which media technologies and consumer behavior intersect. Mr. Trautman is the author of Unleashing Connectivity and Entertainment in America: A Study of the Cable Industry’s Impact and Public Television’s Transition to a Digital Future, as well as other writings on television and digital broadcasting.
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 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.
Dr. Furchtgott-Roth is a former commissioner of the Federal Communications Commission (FCC). During his FCC tenure, Dr. Furchtgott-Roth delivered testimony before numerous Congressional committees. Since leaving the FCC, he has served as an expert in a number of high-profile matters, including Liberty Media v. IAC/InterActiveCorp. and the XM/Sirius Satellite Radio merger.
Dr. Furchtgott-Roth is a frequent speaker on telecommunications, regulation, and high technology. He has authored books on cable television, telecommunications, and international trade in computer software, and has published more than 40 scholarly and popular articles in such outlets as the Antitrust Bulletin, The Columbia Science and Technology Law Review, the Federal Communications Law Journal, The Wall Street Journal, Investor's Business Daily, and Forbes.
Prior to his appointment to the FCC, Dr. Furchtgott-Roth served as chief economist of the US House of Representatives Committee on Commerce, where he was one of the principal staff involved in drafting the Telecommunications Act of 1996.
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 multiple 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 290 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 also an adjunct 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 and a member of the American Society of Clinical Oncology, the International Society of Pharmacoepidemiology, and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
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.
Professor Venkataraman specializes in market microstructure and financial market design; the evaluation of trading strategies; and the functioning of equity, fixed-income, and energy markets. He has served as an expert witness in litigation matters involving trading strategies and price manipulation, and has consulted to the Financial Industry Regulatory Authority, the US Commodity Futures Trading Commission, and the US Department of Justice, among other organizations. He serves on the US Securities and Exchange Commission’s (SEC’s) Fixed Income Market Structure Advisory Committee, which advises the SEC on the efficiency and resiliency of fixed-income markets. Professor Venkataraman is an associate editor of the Journal of Financial and Quantitative Analysis and the Journal of Financial Markets. His research has been published in academic journals and featured in media outlets such as The Wall Street Journal, Barrons, the Financial Times, The Economist, and Bloomberg News, and has won best paper awards at international conferences. Professor Venkataraman teaches courses in investments and energy finance, and serves as the academic director of the Maguire Energy Institute. He has served as chairman of the Cox School of Business’s finance department. Professor Venkataraman is the recipient of multiple SMU awards, including the Altshuler Distinguished Teaching Professor Award and the Gerald J. Ford Senior Research Fellowship, and was named among “The Best 40 B-School Profs Under the Age of 40” by Poets&Quants.
Mr. Beauregard specializes in conducting sophisticated economic, financial, and statistical analyses. His consulting experience includes many litigation and arbitration proceedings, as well as internal and regulatory investigations. He has supported experts and assisted counsel in a variety of antitrust, securities, ERISA, commercial litigation, and intellectual property matters.
In antitrust cases, Mr. Beauregard’s experience includes allegations of price-fixing, predatory pricing, price discrimination, concerted refusals to deal, and monopolization and attempted monopolization. His securities experience includes matters related to allegations of breach of fiduciary duty, securities fraud, and excessive mutual fund fees. In his ERISA work, Mr. Beauregard has led teams analyzing ERISA violations through the inclusion of inappropriate investment options or charging excessive fees, among other matters. Throughout multiple commercial litigation matters, he has supported academic experts on topics related to fraud, breach of contract, and tortious interference. Additionally, Mr. Beauregard has conducted lost profits and reasonable royalty damages analyses in a number of intellectual property cases.
Professor Schoar is an expert in corporate finance, entrepreneurship, and organizational economics. Her research interests span from entrepreneurial finance to household finance and financial intermediation. Her research examines returns and capital flows in the venture capital industry, the financing of small and medium-sized enterprises and startup firms, and the role of consumer financial markets. Professor Schoar has served as an expert witness in cases involving commercial litigation and financial services. She is co-organizer of the Corporate Finance Working Group at the National Bureau of Economic Research, a former member of the Consumer Financial Protection Bureau’s Academic Research Council, and co-founder and scientific director of ideas42, a research lab on behavioral social science. She has published numerous articles and papers and received several awards for her research, including the Ewing Marion Kauffman Prize Medal for Distinguished Research in Entrepreneurship and the Brattle Group Prize in Corporate Finance for her paper “The Effects of Corporate Diversification on Productivity.” She has served as an associate editor of The Journal of Finance, the American Economic Journal: Applied Economics, and the Journal of Economic Perspectives. Professor Schoar’s work has been featured in The Economist, the Financial Times, The New York Times, and The Wall Street Journal.
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.
Professor Snyder is an industrial organization economist whose research focuses on antitrust policy and enforcement, contracting practices, financial institutions, and law and economics. He has consulted on and served as a testifying expert in numerous high-profile cases, opining on liability, damages, proposed mergers, price-fixing allegations, Hatch-Waxman claims involving pharmaceuticals, monopolization claims, and proposed class certifications of both direct and indirect purchasers. In addition, Professor Snyder has testified before combined US Federal Trade Commission (FTC) and US Department of Justice (DOJ) hearings on competition and intellectual property, and has presented separately before the DOJ’s Antitrust Division, where he worked as an economist earlier in his career, and the FTC. He has been a signatory to amicus briefs submitted to the Supreme Court on various price-fixing and Sherman Act issues.
Professor Snyder has written extensively on topics related to antitrust and policy issues, with his articles appearing in prestigious publications such as The Journal of Law and Economics, the Journal of Comparative Economics, The Antitrust Bulletin, and Contemporary Policy Issues. His work has also been featured in major media outlets, including the Financial Times, The Wall Street Journal, and The New York Times.
Professor Snyder also served as the dean of the Yale School of Management from 2011 to 2019, during which time he enhanced the school’s academic programs and financial standing, and established new master’s programs in the areas of management, entrepreneurship, and executive education. He also founded the Global Network for Advanced Management at Yale University, an international consortium of schools devoted to teaching tomorrow’s business leaders around the world. Prior to joining Yale, Professor Snyder was the dean of the business schools of The University of Chicago, the University of Virginia, and the University of Michigan.
Professor Garrison is an academic expert with extensive experience in nonprofit health policy and pharmaceutical industry economics research. His research interests include US and international health policy issues related to personalized medicine; benefit-risk analysis; and the economic evaluation of pharmaceuticals, diagnostics, and other technologies. Professor Garrison is a visiting senior fellow at the Office of Health Economics (OHE) in London, and his research has been published more than 190 times in peer-reviewed journals. In 2022, he received the Avedis Donabedian Outcomes Research Lifetime Achievement Award from the International Society for Pharmacoeconomics and Outcomes Research (ISPOR). He is co-chair of the Policy Outlook Committee for ISPOR’s Health Science Policy Council, and has served as a former president of IPSOR as well as chair or co-chair of ISPOR task forces on real-world data, performance-based risk-sharing arrangements, and US value frameworks. Prior to his academic career, he was vice president and head of Health Economics & Strategic Pricing for Roche Pharmaceuticals in Basel, Switzerland, and previously served as director of Project HOPE, a nonprofit corporation conducting health sciences education and training programs in 18 countries.
Dr. Garces is an economist with deep public- and private-sector antitrust policy and regulation experience in the US and Europe, including serving in the European Commission’s Directorate-General for Competition (DG COMP) and Directorate-General for Internal Market and Industry. Her consulting and case work experience includes mergers and conduct cases in the telecommunications, media, industrial, consumer staples, and technology sectors. She has corporate experience at a large technology company and is widely recognized as an expert on the economic analysis of new digital business models, as well as on regulation in innovative sectors. Dr. Garces has published extensively on topics such as the antitrust analysis of commercial practices, the assessment of conglomerate mergers, the interaction between antitrust and privacy, value creation processes in platform businesses, and behavioral economics. She is also a coauthor of the widely used book Quantitative Techniques for Competition and Antitrust Analysis.
Dr. Mishol is an economist who specializes in competition, econometrics, microeconomic theory, statistics, securities, health care, and pharmacoeconomics. He has provided consulting support to counsel throughout many phases of litigation, including preparation of expert deposition and trial testimony; development, presentation, and review of pretrial discovery; and critique of analyses of opposing experts. He has served as an expert witness and worked with leading academic scholars, providing economic and damages analysis on matters involving cartels, mergers, and other cases involving market definition issues in a variety of industries; economic, financial, and quantitative analyses related to allegations of securities fraud in Rule 10b-5, ERISA, and mortgage-backed securities matters; and economic, quantitative, and damages analyses in the pharmaceutical industry.
Outside of litigation, Dr. Mishol has used sophisticated econometric modeling techniques to help major pharmaceutical companies make product entry decisions by assessing the impact of market factors such as product quality, pricing, patent expiration, and regulatory policy on the demand for prescription pharmaceuticals. His work also includes econometric analysis of the spending experience of private-pay and Medicare patients across the United States, examining direct usage and cost impacts related to the supply of specific technologies, including diagnostic imaging, cardiac care, newborn care for at-risk infants, and cancer care.
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.
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.
Professor Ware is an internationally recognized leader in measuring Patient Reported Outcomes (PRO). His substantial contributions to the outcomes research field have focused on developing, standardizing, and applying health metrics to assess patient reported outcomes. His work has led to the development of a set of standardized, generic PRO measures, including the SF-36® Health Survey, as well as disease-specific measures such as the Headache Impact Test (HIT-6TM) survey. Professor Ware frequently provides guidance on evidence support for PRO labeling, and he has been the invited expert for testimony on PRO topics at hearings held by the US Food and Drug Administration. His current research interests also include applying modern psychometric methods to construct more actionable measures, including the first disease-specific quality-of-life (QOL) impact scale standardized across conditions and normed in representative chronically-ill populations. Professor Ware is as a member of the National Academy of Medicine (formerly Institute of Medicine).
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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.
Ms. Guérin is an economist who specializes in the application of statistics and econometrics to health economics and outcomes research (HEOR) and epidemiology. Her areas of expertise include retrospective database analyses such as medical claims, electronic health records, and clinical trial data; economic modeling, such as cost-effectiveness and budget impact models; and design of chart review studies, surveys, and other prospective studies. She has participated in the development of large clinical data registries and in the design of real-world evidence (RWE) studies to support regulatory submissions. Ms. Guérin has broad research and analytical experience in areas such as comparative effectiveness and cost effectiveness, development of prediction algorithms, assessment of disease prevalence and incidence, evaluation of burden of illness, productivity loss, treatment patterns, analysis of patient-reported outcomes (PROs), safety/tolerability analyses, discrete choice experiments, and patient experience studies. She has also supported many pharmaceutical companies in the development of HEOR planning and RWE generation plans. Ms. Guérin has conducted health care research across many therapeutic areas, including oncology, hematology, dermatology, gastroenterology, rheumatology, neurology, psychiatry, endocrinology, cardiology and circulatory diseases, and respiratory diseases. She publishes frequently and is the coauthor of over 100 research papers published in numerous peer-reviewed journals and presented at a variety of scientific conferences.
Professor Garthwaite is an applied microeconomist who studies the effects of government policies and social phenomena, particularly in the areas of health and biopharmaceuticals. His recent work focuses on the private sector effects of the Affordable Care Act, including the labor supply effects of large insurance expansions, the changes in uncompensated hospital care resulting from public insurance expansions, and the responses of nonprofit hospitals to financial shocks. Professor Garthwaite also studies biopharmaceutical pricing and innovation, including the effect of expanded patent protection on pricing in the Indian pharmaceutical market, the effects of increases in demand on innovation by US pharmaceutical firms, and the relationship between health insurance expansions and high drug prices. Additionally, he studies the effects of the increased use of private firms to operate and manage social insurance programs, with a focus on Medicaid managed-care firms.Â
Professor Garthwaite has testified before the US House of Representatives and several state legislatures on the minimum wage, health care reforms, and consolidation in health care markets. He has also held several public policy positions, including faculty associate with Northwestern University's Institute for Policy Research and director of research for the Employment Policies Institute. Professor Garthwaite's research has appeared in journals such as The Quarterly Journal of Economics, American Economic Review, The Review of Economics and Statistics, and Health Affairs; and has been profiled in media outlets such as The New York Times, The Wall Street Journal, The Washington Post, and Vox. He has also appeared on various TV and radio programs, including Nightly Business Report and Marketplace.
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Professor Mitzenmacher’s research interests include the design and analysis of algorithms, networks and data transmission, computer security, information theory, and the use of encryption. He has consulted to technology companies and research laboratories such as Adverplex (Cogo Labs), Akamai, AT&T, Digital Fountain, eharmony, Fluent Mobile (Fiksu), Google, Huawei, ITA Software, JobSync, Microsoft, Mitsubishi Electric Research Laboratories, and Yahoo!. He has also served as an expert witness on software and intellectual property issues in several cases, and provided testimony in multiple trials. Professor Mitzenmacher has authored or coauthored over 200 conference and journal publications on a variety of topics, including algorithms for the internet, efficient hash-based data structures, erasure and error-correcting codes, power laws, and compression. He is also the coauthor of Probability and Computing, a textbook on randomized algorithms and probabilistic techniques in computer science. His work on low-density parity-check codes shared the 2002 IEEE Information Theory Society Best Paper Award and won the 2009 ACM SIGCOMM Test of Time Award. Prior to joining the Harvard faculty, Professor Mitzenmacher was a research scientist at Digital Equipment Corporation’s Systems Research Center, where he worked on information retrieval on the web, erasure and error-correcting codes, online algorithms, and load balancing.
Roger Ware is a professor of economics at Queen's University, Kingston, Canada. He has held previous positions at the University of Toronto and the University of California, Berkeley. From 1993 to 1994 he held the T.D. McDonald Chair in Industrial Organization at the Competition Bureau, Ottawa. Dr. Ware's interests are focused on industrial organization, antitrust economics, intellectual property, telecommunications, and energy economics. In addition to publishing many articles in these areas, Professor Ware coauthored (with Dr. Jeffrey Church) Industrial Organization: A Strategic Approach (McGraw-Hill, 2000), a major text on antitrust economics that is frequently cited by experts and practitioners.
Dr. Ware teaches graduate and undergraduate courses in industrial organization, regulation and law, and economics and has lectured widely on antitrust topics. He has consulted on many recent competition cases, and has appeared as an expert witness several times before Canada's Competition Tribunal and other regulatory tribunals and agencies. His expert testimony on behalf of the respondent in Commissioner of Competition v. Canada Pipe, Ltd. (2005) played a key role in a major decision of the Competition Tribunal, which in turn led to a landmark ruling from the Federal Court of Appeals. In recent years, Dr. Ware has also been retained as an expert in several important Canadian Class Certification cases and cases involving the regulation of telecommunications, Internet services, and broadcasting.
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 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.
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.
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.
Professor Gentzkow specializes in applied microeconomics, empirical industrial organization, and political economy, with a focus on the media, technology, retail, and health care industries. He studies the economic forces driving the creation of media products; competition in media markets; the changing nature and role of media in the digital environment; and the effects of media on education, ideological diversity, and civic engagement. His work has examined the welfare effects of social media networks and how information is disseminated online. Professor Gentzkow’s research has also involved the analysis of complex datasets of consumer purchases to study consumer product pricing, consumer brand preferences, and brand price premiums. He has presented his work to the US Department of Justice, Federal Trade Commission, and Federal Communications Commission.
Professor Gentzkow has published in numerous prominent economic journals and has appeared frequently in major media such as The New York Times, The Wall Street Journal, The Economist, The Washington Post, and NPR. His awards include the John Bates Clark Medal, given by the American Economic Association to the American economist under 40 judged to have made the most significant contributions to economic thought and knowledge. He is a research associate at the National Bureau of Economic Research and a member of its Industrial Organization Program steering committee, and a senior fellow at the Stanford Institute for Economic Policy Research. Professor Gentzkow has received a fellowship and grants from the Alfred P. Sloan Foundation, as well as various grants from the National Science Foundation.
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.
Dr. Mordecai is an expert on forensic financial and economic analysis, financial engineering, and the valuation of fixed-income securities and structured products, including over-the-counter derivatives – in particular, fixed-income and credit derivatives. He also has expertise in complex insurance and reinsurance liabilities, M&A and successor liability analysis, operational risk, reliability and warranty-indemnity analysis, environmental liability, trade credit, and political risk, as well as asset liability and risk management models and practices. In addition, Dr. Mordecai has direct experience with cryptocurrency and digital asset technology infrastructure, including the technical review and evaluation activities of distributed ledger technology. Dr. Mordecai has advised on, and provided technical oversight for, pattern and practice investigations, internal regulatory investigations, insurance investigations for state regulators, and stress testing for global financial institutions. He has testified extensively at deposition, trial, arbitration, and international arbitration; been admitted as an expert in federal, state, and county courts; and been cited favorably in court decisions. Dr. Mordecai has served as an advisor on systemic risk issues to the Federal Reserve, the International Monetary Fund (IMF), the US Department of the Treasury, and the Commodity Futures Trading Commission (CFTC), and as an advisor on hedge fund valuation issues to the International Organization of Securities Commissions. He has also been a member of the Investment Advisory Committee of the New York Mercantile Exchange (NYMEX). In addition to his role at The University of Chicago Booth School of Business, Dr. Mordecai is a visiting scholar at the NYU Courant Institute of Mathematical Sciences, where he co-advises research activities at the RiskEcon® Lab for Decision Metrics. Dr. Mordecai also co-teaches a course at NYU Law School on quantitative methods in litigation with a focus on machine testimony and machine behavior. His contributions to this course as co-instructor include extensive direct experience with technical review, evaluation, and testing of AI and machine learning applications across diverse institutional contexts, as well as industry and market settings.
Ms. Kindler is an economist with extensive experience in a variety of engagements, including intellectual property (IP) disputes, contract disputes, litigation matters related to securities and finance, false advertising allegations, and antitrust matters. She has testified numerous times in deposition, trial, and arbitration and assisted in all phases of the litigation process, including discovery, expert reports, deposition, and trial preparation. With respect to IP disputes, Ms. Kindler has evaluated damages in the context of allegations of patent infringement, trade secret misappropriation, trade dress infringement, and copyright infringement. In patent infringement matters, she has analyzed claimed lost sales, claimed lost profits, and reasonable royalty damages. Ms. Kindler also has evaluated disgorgement and actual harm in the context of numerous IP disputes. Ms. Kindler has been involved in numerous licensing negotiations related to a wide range of technologies and products, including but not limited to standard essential technology, software, smartphone and wireless technologies, dental implants, and oil and gas. In antitrust matters, she has assessed the competitive consequences of mergers, analyzed the competitive behavior of market participants, and estimated the impact of market power. Her work has also included the development of complex damages models, the analysis of statistical data, and the analysis of stock price movements. Prior to joining Analysis Group, Ms. Kindler held positions with two economics consulting firms.
Professor Tucker is an industrial organization economist whose research spans the fields of technology, health care, real estate, and media and advertising. A particular focus of her work is on the role of data and digitization on competition and consumer behavior. Professor Tucker has deep experience as an expert witness in a variety of cases spanning antitrust and competition, intellectual property, data and data privacy, online advertising, and digital platforms. She has assessed market definition, competitive effects, liability, and class certification issues in matters involving pharmaceuticals, health insurance, consumer goods, sports and entertainment, energy, and consumer electronics, among other industries. She has testified about the effects of data, privacy, and algorithms before Congress, and has presented her work to agencies and organizations such as the Federal Trade Commission (FTC), the Federal Communications Commission (FCC), the International Monetary Fund (IMF), the European Commission Directorate-General for Competition (DG COMP), and the Australian Competition and Consumer Commission (ACCC).
Professor Tucker has published widely on innovation and technology diffusion; online advertising, customer heterogeneity, and algorithms; privacy regulation; network effects; and the economics of social networks. At the National Bureau of Economic Research (NBER), she serves as a research associate, focusing on privacy; a principal investigator on the Project on the Economics of Digitization; and a co-organizer of the Economics of Artificial Intelligence initiative, supported by the Alfred P. Sloan Foundation. Professor Tucker is a co-founder of the MIT Cryptoeconomics Lab, which studies digital currencies and blockchain, and chair of the MIT Sloan Ph.D. Program. Her articles have appeared in leading scientific, economic, management, and marketing journals. She has previously served as associate editor of Management Science and the Journal of Marketing Research and coeditor of Quantitative Marketing and Economics, and she is currently senior editor of Marketing Science.
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 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 her work has been widely published in management and international business journals. 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 dean of the Fellows of the Academy of International Business, where she formerly served as president.
Professor Weber’s expertise lies at the intersection of technology markets, intellectual property regimes, and international politics. His research, teaching, and advisory work focuses on the political economy of knowledge-intensive industries, with special attention to issues of competitiveness related to information technology, software, finance, and health care. Professor Weber has advised companies, government agencies, and nonprofit organizations on risk analysis, strategy, business forecasting, and communications. He was the founder and faculty director for the UC Berkeley Center for Long-Term Cybersecurity, and his cybersecurity credentials allow him to supplement his experience in organizational governance with the technical nature of security threats. Professor Weber served as a special consultant to the president of the European Bank for Reconstruction and Development, and has held academic fellowships with the Council on Foreign Relations and the Center for Advanced Study in the Behavioral Sciences. He is widely published, with his work having been featured in publications such as the Journal of Social, Political, and Economic Studies Foreign Affairs and International Organization. Professor Weber’s books include The Success of Open Source and Bloc by Bloc: How to Build a Global Enterprise for the New Regional Order, which explains how economic geography is increasingly defined by technology rules and standards.
Professor Tufano’s work spans a broad range of topics in finance, including climate finance and derivatives and structured finance. His research interests include financial innovation, business solutions to climate change, the design of new securities and financial instruments, the organization of financial markets, corporate risk management, the mutual fund industry, and household finance. Professor Tufano has provided expert testimony and reports in several finance- and securities-related matters, including a matter involving retained asset accounts; the Parmalat securities litigation; economic characterizations of securities for tax courts; and the Enron Corporation securities, derivative, and ERISA litigations.
He has written a number of books, and his articles have been published in journals such as The Journal of Finance, the Journal of Financial Economics, The Review of Financial Studies, and Harvard Business Review. He is an associate editor of the Journal of Investment Management. Professor Tufano’s work has also been featured in a number of media outlets, including The New York Times and the Financial Times. He has received several awards, including the Smith Breeden Prize for the best finance paper published in The Journal of Finance and a leadership award from the Aspen Institute. Prior to re-joining the Harvard Business School faculty, he was dean of the Saïd Business School at the University of Oxford for a decade.
Ms. Kirk Fair has extensive experience leading the development of economic and market analyses, assessing class certification and damages, evaluating consumer behavior, and testifying in a wide range of matters in the US, Canada, and Europe. She has been deeply involved in merger investigations and major antitrust litigation, as well as intellectual property (IP), false advertising, and tax matters. She also is a founder of the Analysis Group’s Surveys & Experimental Studies practice.
Ms. Kirk Fair specializes in evaluating competition and substitution patterns to examine potential competitive effects in mergers and “but-for” outcomes in antitrust litigation. She has significant analytical and testifying experience in cartel matters, notably in a number of prominent cases in the technology, consumer products, and financial services industries. She also has evaluated competition, pricing, and outputs in connection with merger investigations in the US, Canada, and the EU. In addition to having served as a compliance monitor for several years, she has supported the US Department of Justice (DOJ), the Federal Trade Commission (FTC), and the Canadian Competition Bureau (CCB) in a variety of merger investigations.
Ms. Kirk Fair also has particular expertise in the development, administration, and analysis of consumer surveys for use in antitrust, false advertising, and IP matters, as well as merger reviews and strategy cases. She has testified in arbitration, deposition, and trial in matters involving the design and implementation of consumer surveys, as well as the evaluation of opposing parties’ surveys and of statistical sampling and analyses. Her work has been used to support and critique damages models and to provide insights into the role of consumer choice in market definition.
Ms. Kirk Fair serves as a Vice-Chair to the American Bar Association (ABA) Antitrust Law Section’s Pricing Conduct Committee. She has received numerous awards for her accomplishments, including the W@ “40 in Their 40s: Notable Women Competition Professionals” and the Concurrences Antitrust Writing Award for her coauthored article “The Tyranny of Market Shares: Incorporating Survey-Based Evidence into Merger Analysis” (Corporate Disputes).
Mr. Giles is a financial economist focusing on valuation and financial analysis. He has worked extensively in international arbitration, including both commercial and investment treaty claims, and has been engaged in some of the most complex and high-profile financial and non-financial disputes. His experience covers a range of industries across the world, including financial services, energy, pharmaceuticals, software, luxury goods, mining, manufacturing, property development, and hotels. Mr. Giles has testified as a quantum expert in all the major international arbitration forums and in a number of High Court of Justice cases in London. In Galapagos Bidco S.À.R.L. v. Dr. Frank Kebekus, et al., a contentious financial restructuring, he was instructed by counsel for Galapagos Bidco S.À.R.L. Mr. Giles has also assessed the impact of restated accounts on the value of Autonomy in HP/Autonomy v. Lynch and Hussain; other restructurings, including Saltri III Ltd v. MD Mezzanine SA SICAR; and the challenge to the $50 billion Yukos award in the Netherlands.
Professor Morrison is an expert in bankruptcy law and economics, including the causes and consequences of both corporate and consumer insolvency. In his current work, he studies patterns in inter-creditor agreements, valuation disputes in corporate bankruptcies, racial disparities in Chapter 13 bankruptcy filings, the relationship between financial distress and mortality rates, and the costs and benefits of the bankruptcy code’s special rules for financial contracts, such as repurchase agreements.
Professor Morrison teaches courses in corporate finance, bankruptcy law, and contracts, and was the recipient of Columbia Law School’s 2018 Willis L.M. Reese Prize for Excellence in Teaching. He has published widely on corporate reorganization, consumer bankruptcy, regulation of systemic market risk, and foreclosure and mortgage modification. His work has been cited by the bankruptcy bench and bar, and has received support from the National Science Foundation and The Pew Charitable Trusts. He was a co-recipient of the John Wesley Steen Law Review Writing Prize from the American Bankruptcy Institute for his research on the Dodd-Frank Act.
Professor Morrison has served as a director of the American Law and Economics Association and as a member of the US Supreme Court’s Advisory Committee on Bankruptcy Rules. He is a former associate editor of the American Law and Economics Review and is currently an editor of The Journal of Legal Studies. Prior to his academic appointments, Professor Morrison clerked for Justice Antonin Scalia and Judge Richard A. Posner.
Professor Wei is the scientific director for the program of quantitative science in pharmaceutical medicine at the Harvard T.H. Chan School of Public Health. He is an expert in biostatistics and in the development of statistical methods for the design and analysis of clinical trials, and has provided deposition and trial testimony in numerous matters regarding the effectiveness of various therapies. Professor Wei also has served as an expert and advisor to a number of pharmaceutical companies and regulatory agencies, including the US Food and Drug Administration (FDA), and has served on a number of FDA and National Institutes of Health committees.
Professor Wei has developed numerous statistical methods that are utilized extensively in practice. He has concentrated his recent research on the development of personalized medicine strategies for diagnostics and treatment selection, and has been intimately involved in advising the pharmaceutical industry on new drug applications.
The author of more than 140 articles in statistical and medical journals, Professor Wei has served on the editorial boards of the Journal of the American Statistical Association and the Journal of Biopharmaceutical Statistics. He is an elected fellow of the Institute of Mathematical Statistics and the American Statistical Association, which honored him with the Mosteller Statistician of the Year award in 2007.
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.
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 and damages in a variety of health care cases, including cases involving allegations of False Claims Act (FCA) and Anti-Kickback Statute (AKS) 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 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. 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.
Mr. El-Hage is an expert in corporate governance, corporate finance, and valuation, with more than 20 years of professional experience in executive management positions, focusing in the areas of private equity, equity financing, restructuring, and venture capital. He has provided consulting in several litigation matters involving governance and valuation issues and has provided expert testimony at deposition. He has also served on the boards of numerous private and public companies, ranging from start-ups to those with several billion dollars in revenues. He is currently the independent chairman of the MassMutual Premier Funds, a $10 billion+ mutual fund complex.
In addition to his experience raising capital, Mr. El-Hage has hands-on experience as the CEO and CFO of operating companies. In those capacities he oversaw corporate expansion, raised capital, and restructured debt. As a professional with two public equity firms, he evaluated investment opportunities, led a successful public offering, and undertook extensive due diligence and financial modeling, as well as completing the sale of two portfolio companies.
In 2003, Mr. El-Hage became senior associate dean for external relations at the Harvard Business School, where he was also, at various times, a professor of management practice and the Thomas Henry Carroll/Ford Foundation Adjunct Professor of Business Administration. He introduced and taught a new elective course on management and governance of active investing, in addition to courses in leadership and corporate accountability, and corporate finance. He was voted Capstone Professor six times, a rare honor, and was also awarded the prestigious Student Association Teaching Award in 2006.
Professor Madnick specializes in database technology, connectivity among disparate distributed information systems, software project management, and the strategic use of information technology (IT). He is an experienced expert witness and has provided testimony in numerous litigation matters, including multiple cases involving Microsoft. Professor Madnick has also consulted to several major corporations, including IBM, AT&T, and Citicorp. He is co-head of the Total Data Quality Management (TDQM) Program and founding director of MIT’s Interdisciplinary Consortium for Improving Critical Infrastructure Cybersecurity, also known as (IC)3. Professor Madnick was the principal investigator of a large-scale research effort funded by the US government’s Defense Advanced Research Projects Agency (DARPA) on context interchange, which involved the development of technology that helps organizations work more cooperatively and collaboratively. His industry work includes contributions to projects such as IBM’s VM/370 operating system and Lockheed Martin’s DIALOG information retrieval system. He has also founded or co-founded several high-tech firms, including Intercomp, acquired by Logicon; Mitrol, acquired by General Electric; the Cambridge Institute for Information Systems, subsequently renamed Cambridge Technology Group; and iAggregate, acquired by ArsDigita, which was subsequently acquired by Red Hat. Professor Madnick has authored or coauthored over 400 books, articles, and technical reports.
Professor Tadelis is an expert on e-commerce and the economics of the internet, industrial organization, and microeconomics, including game theory and auction theory. His work on e-commerce investigates online auctions and online bargaining, digital advertising, seller reputation and the determinants of trust, price salience, and algorithmic pricing. Professor Tadelis has also researched contract theory and design, with applications to outsourcing, privatization, strategic pricing, public and private sector procurement and award mechanisms, and strategic sourcing and pricing. He has been engaged by regulatory authorities and tech companies in a variety of investigations and litigation matters in both the US and Canada on topics such as consumer protection, pricing, and online advertising and has testified at deposition.
Professor Tadelis has a decade of experience working with online marketplaces and retailers. He served as a senior director and distinguished economist at eBay Research Labs, where he hired and led a team of economists focused on the economics of e-commerce, with particular attention to creating better matches of buyers and sellers; reducing market frictions by increasing trust and safety in eBay’s marketplace; understanding the underlying value of different advertising and marketing strategies; and exploring the market benefits of different pricing structures. He also served as vice president of economics and market design at Amazon, where he guided and supported economic analyses for business decisions across the company.
Professor Tadelis participated in the Federal Trade Commission’s 2018 hearings on “Competition and Consumer Protection in the 21st Century.” He testified on two panels: “Multi-Sided Platforms in Action” and “Nascent Competition: Is the Current Analytical Framework Sufficient?”
Professor Tadelis is the author of books on game theory and microeconomic theory, as well as a handbook chapter on two-sided e-commerce marketplaces and the future of retailing. He has published articles in and served on the editorial boards of leading economics, marketing, and management journals. He is a research associate at the National Bureau of Economic Research and a research fellow at the Centre for Economic Policy Research.
Mr. Jarosz is an economist and director of Analysis Group’s Washington, DC office. He specializes in matters involving intellectual property (IP), commercial damages, licensing, and antitrust. His IP work focuses on evaluating lost profits, reasonable royalties, price erosion, commercial success, licensing terms, best efforts, irreparable harm, and FRAND commitments. Mr. Jarosz has significant expertise testifying in patent, trademark, copyright, and trade secret tort and contract matters. He is also experienced in both US and international arbitration, often serving as an expert witness in matters involving IP rights.
A frequent author and lecturer on the economics of IP protection, Mr. Jarosz has participated in and given presentations at various meetings of the Sedona Conference, Intellectual Property Owners Association, Licensing Executives Society, and the Association of University Technology Managers. He has published a variety of papers in professional and practitioner journals, and he has taught classes at Georgetown University Law Center, George Washington University Law School, the University of Pennsylvania Law School and Department of Economics, Columbia Business School, and the US Patent and Trademark Office. Mr. Jarosz has been recognized for many years as among the top economic experts for IP matters by Intellectual Asset Management (IAM) in the IAM Patent 1000, which identifies leading patent professionals around the globe.
Ms. Wood is an expert in institutional investing, global corporate governance, equity and bond portfolio management, financial analysis, and securities analysis, with over 35 years of experience in the asset management industry. She also has expertise in investment management and asset allocation of pension funds, mutual funds, insurance companies, endowments, and foundations. She has served as an expert witness in litigation involving asset allocation, investment policy, investment manager due diligence, public pension plans, corporate governance, securities analysis, and portfolio management.
Ms. Wood led the $150 billion equity, hedge fund, and activist portfolios for the California Public Employees’ Retirement System (CalPERS), the largest public pension plan in the US. She also managed the CalPERS corporate governance program and Focus List engagements, including its environmental, social, and governance (ESG) strategies. Ms. Wood’s other ESG activities include serving as board chair of the Global Reporting Initiative, tasked with setting global sustainability disclosure standards for over 5,000 companies worldwide. She is a former CEO of Capital Z Asset Management, one of the largest independent sponsors of hedge funds, where she was responsible for minority equity ownership in 11 hedge funds across $7 billion in equity, fixed income, and commodity strategies.
Ms. Wood serves on numerous boards of directors, having chaired the audit, corporate governance, and investment committees of the boards of several financial institutions. Previously, she was a member of the Financial Accounting Standards Board (FASB) Investor Advisory Group, the Public Company Accounting Oversight Board (PCAOB) Standing Advisory Group, and the International Auditing and Assurance Standards Board (IAASB) Consultative Advisory Group. She is a frequent speaker on topics that include sustainability reporting, corporate governance, ESG disclosure, best practices of boards of directors, global alpha generation, and hedge funds. Ms. Wood was a 2018 Harvard University Advanced Leadership Fellow.
A specialist in finance and securities, Dr. Wong has managed teams supporting academic and industry affiliates in litigation matters involving securities fraud, damages, bankruptcy, suitability analysis, portfolio management, mortgage lending practices, accounting analysis, market manipulation, and financial statement analysis. He has extensive experience analyzing fixed-income instruments, structured finance instruments, and credit derivatives. Dr. Wong has worked on and provided testimony in government regulatory investigations. His recent engagements include work in legal disputes related to structured finance instruments, including residential mortgage-backed securities (RMBS) and collateralized debt obligations (CDOs); securities lending; mutual funds and other commingled investment pools; corporate governance; and investment suitability claims. He has also worked on valuation, class certification, and intellectual property matters.
Dr. Wong joined Analysis Group from Chicago Partners in 2006, and has played an instrumental role in the development and growth of the firm’s Chicago practice. He is a member of the American Finance Association and has published research on bankruptcy and the financing of new firms. Dr. Wong is a board member of One Million Degrees, a Chicago-based nonprofit organization.
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.
Professor Fader is a marketing expert who analyzes behavioral data to understand and forecast customer shopping and purchasing activities, determine customer lifetime value, and assess customer relationship management activities. His research highlights the consistency of customer behavior patterns across industries, as well as methods for leveraging this information to create more effective marketing strategies. He has provided expert testimony in litigation, and he has consulted to firms in a range of industries, including consumer packaged goods, interactive media, financial services, retailing, and pharmaceuticals. Professor Fader has published numerous journal articles and book chapters on a variety of marketing and applied statistics topics. He is the author of Customer Centricity: Focus on the Right Customers for Strategic Advantage (2020) as well as coauthor of The Customer Centricity Playbook: Implement a Winning Strategy Driven by Customer Lifetime Value (2018). He has been on the editorial boards of several journals, including Marketing Science, the Journal of Marketing Research, and the International Journal of Research in Marketing. In addition to his academic career, Professor Fader has brought his customer-oriented expertise to the marketplace in his capacity as co-founder of the predictive analytics firm Zodiac and the customer-based corporate valuation firm Theta.
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.
Mr. Jetley specializes in mergers and acquisitions (M&A), valuation of derivative instruments, securities valuation, corporate finance, and risk management. He has worked on several transaction-related matters that involved the analysis of target valuations, sales processes, disclosures made by bidders and targets, and other deal terms. His securities valuation experience includes analyzing the impact of selected disclosures on the stock price of large corporations across a variety of industries, including technology, electric utilities, office equipment, biotechnology, real estate investment trusts (REITs), and health care providers. Mr. Jetley has also worked on several matters involving the valuation of equity, fixed-income, foreign exchange, and mortgage-backed derivative securities. He frequently publishes and presents on topics involving M&A, securities, financial analysis, and commercial damages.
Professor Wright is an expert in accounting, public policy, and resource allocation related to petroleum. She focuses her work on international petroleum contracts, upstream oil and gas accounting, and financial reporting, as well as on the disclosure and valuation of oil and gas reserves. Her research has examined accounting issues for environmental costs and asset retirement obligations, petroleum economics and decision analysis, joint interest accounting, and the evaluation of oil and gas financial statements. Over the past two decades, Professor Wright’s expertise in petroleum economics and valuation has been called on in support of numerous litigation matters. In these engagements, she has served as a witness, filed expert reports, and provided testimony at deposition and trial. Professor Wright has authored dozens of research publications and is the coauthor of two textbooks, Fundamentals of Oil & Gas Accounting and International Petroleum Accounting. She has served on the editorial review boards of several publications, including Petroleum Accounting and Financial Management Journal and Oil, Gas & Energy Quarterly, and was a member of the International Accounting Standards Board’s extractive industries advisory committee. Professor Wright is a certified public accountant in Oklahoma.
Mr. Schroeder has over 45 years of experience in investing, auditing, and financial reporting. He is a member of the Investor Advisory Group of the Public Company Accounting Oversight Board (PCAOB) and a former member of the Financial Accounting Standards Board (FASB). As a member of the FASB, Mr. Schroeder was part of the group responsible for setting US generally accepted accounting principles (GAAP). During his 10 years at the FASB, it issued over 200 standards, including several that had significant impacts on accounting for revenue, leases, and credit losses (the latter referred to as the current expected credit losses (CECL) accounting model). Prior to joining the FASB, Mr. Schroeder was a partner and senior portfolio manager at Carlson Capital, responsible for managing long- and short-equity positions in the financial services industry, including both public and private companies. He also spent several years as a senior equity analyst with Schroder & Company and KBW, and served as CFO of Nafinsa Securities, Nafinsa Real Estate, and Nafinsa Holdings (a subsidiary of Nacional Financiera, the primary development bank for the government of Mexico). Prior to those roles, Mr. Schroeder spent 13 years, including three years as a partner, with Ernst & Young in its New York financial services and national offices, performing various technical accounting, consulting, and auditing roles. He is a former member of the FASB’s Emerging Issues Task Force and the PCAOB’s Standing Advisory Group. Mr. Schroeder is an adjunct faculty instructor at Western Connecticut State University’s Ancell School of Business and previously held a similar position at Rutgers Business School. He has earned the designation of certified public accountant.
Dr. Wu is a health economist with expertise in health economics and outcomes research (HEOR), market access, and scientific evidence strategy. He has conducted research in more than 30 countries on behalf of pharmaceutical and medical device companies, payers, providers, and government agencies. Dr. Wu has contributed to over 200 publications across dozens of therapeutic areas, including regenerative therapies (gene and stem cell), rare and ultra-rare diseases, biologics, and immuno-oncology.
Dr. Wu spends a significant portion of his practice developing new scientific methods to address challenges in health care research. He has developed client-focused solutions based on the use of artificial intelligence (AI), medical big data, real-world evidence, and innovative comparative-effectiveness research methodologies.
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.
Mr. Ji specializes in the application of economics and finance to litigation matters in the areas of mergers and acquisitions (M&A), valuation, financial instruments, and tax. He has significant experience supporting academic and industry experts, as well as providing consulting assistance to clients. Mr. Ji has examined all aspects of M&A, including bid premiums, public and private benefits of control, deal terms, sales mechanisms, negotiation processes, shareholder activism, merger arbitrage, advisor fees, material adverse event (MAE) and material adverse change (MAC) provisions, and consequences of breaching non-disclosure or standstill agreements. His valuation experience includes analyzing real estate, telecommunications, energy, public transportation, medical devices, and banking and brokerage companies and assets. In the bankruptcy area, he applies his valuation skills to solvency and fraudulent conveyance analyses. Mr. Ji has managed case teams in matters involving various types of financial instruments and markets, including foreign currencies, auction-rate securities, precious metals, and fixed-income derivatives. In securities litigation matters, he has assisted counsel and experts throughout all stages, including class certification, merit, mediation, and settlement negotiation, and has addressed issues such as price impact, loss causation, damages methodology, materiality, and falsity. He has also assessed the economic substance and structure of various complex tax shelter transactions. Mr. Ji’s research papers have been published in the Financial Analysts Journal and The Business Lawyer.
Mr. FitzPatrick is a wealth management and fiduciary expert with extensive experience serving high-net-worth individuals, families, and related charitable entities. In his role at Northway Wealth Advisors, he provides guidance to trustees of personal trusts and executors of estates, and mediation and expert witness services in support of fiduciary-related dispute resolution. Mr. FitzPatrick has been recognized as a court-qualified expert in wealth management matters and has served as a testifying expert in multiple trust and estate cases. He is a columnist and author of articles published in The International Family Offices Journal and Trusts & Estates magazine. Prior to founding Northway, he held senior executive roles with Dominion Fiduciary Services, Webster Bank, BNY Mellon, J.P. Morgan, Citigroup, and Goldman Sachs, among others. Notably, he led J.P. Morgan Private Bank’s global trust and estate administration business, which managed accounts valued at more than $21 billion. Subsequently, Mr. FitzPatrick served as managing director and head of trust for Goldman Sachs, where he chartered and built both The Goldman Sachs Trust Company, N.A., and The Goldman Sachs Trust Company of Delaware, and grew combined assets under fiduciary supervision from zero to $2 billion in under four years. He then ran Citigroup’s global personal trust business, managing more than $50 billion in fiduciary accounts. He is a member of several nonprofit boards and committees and has held numerous leadership positions with industry associations and on professional and corporate boards. Mr. FitzPatrick is a registered Trust and Estate Practitioner (TEP) and a Master Certified Independent Trustee.
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 Thurman is an expert in agricultural markets and regulation. He has consulted on a wide variety of topics related to agriculture, including competition in agricultural markets, international trade in agricultural commodities, the behavior of agricultural futures markets, the proper use of econometric methods, damages assessments, the role of agricultural cooperatives, and the estimation of cost pass-through to indirect purchasers. As an expert witness, Professor Thurman has testified at deposition and in federal and state court proceedings. He has published widely on agricultural and natural resource subjects, including grower compensation in the poultry industry, food safety regulation in the egg industry, the effects of supply control programs for peanuts and tobacco, honeybee pollination markets and colony collapse disorder, the performance of lumber futures markets, and the costs of the Clean Water and Clean Air Acts. At North Carolina State University, Professor Thurman taught graduate and undergraduate courses in econometrics, microeconomics, and agricultural markets. He is the recipient of numerous research and teaching awards and fellowships, including the Agricultural & Applied Economics Association’s (AAEA’s) Publication of Enduring Quality and Outstanding Graduate Instructor Awards. Professor Thurman is a past editor of the American Journal of Agricultural Economics, an elected fellow of the AAEA, and a senior fellow of the Property and Environment Research Center in Bozeman, Montana.
Professor Wruck's research and teaching are in the fields of financial and organizational economics, with special emphasis on corporate finance, restructuring, financial distress, governance, and management compensation. She has served as an academic director of the Financial Management Association and the Turnaround Management Association, consulted to major corporations, and has worked on a number of high-profile corporate litigation projects as a subject matter expert. Professor Wruck has published numerous articles in leading academic journals, and her work and opinions have been highlighted in several business periodicals. In addition to refereeing for several industry journals, she serves as an advisory editor for the Social Sciences Research Network (SSRN) and the Organizations and Markets Electronic Journal. She is also a former associate editor of the Journal of Financial Economics, the Journal of Corporate Finance, The Journal of Financial Research, and European Financial Management. Professor Wruck’s honors include Ohio State's Mary Ann Williams Award, which recognizes a woman exhibiting extraordinary leadership, and Fisher's Bostick-Georges Pacesetter Service Award, which recognizes exceptional leadership and service to the College of Business. In addition, she has on multiple occasions been selected as outstanding professor by Ohio State's full-time and executive M.B.A. programs. Prior to her appointment at Ohio State, Professor Wruck served on the faculty of the Harvard Business School.
Professor Melvin has lengthy academic and business experience in international finance – including foreign exchange market microstructure – and multi-asset investment strategies. His current research focuses on currency carry trades, currency transaction costs, and exchange rate models. Professor Melvin has published widely on topics that include exchange rates, currency investing, and international equity markets. Previous faculty appointments have included Arizona State University’s W.P. Carey School of Business; the Haas School of Business at the University of California, Berkeley; the University of California, Los Angeles; and Northwestern University.
In addition to his academic achievements, Professor Melvin has deep in-house experience in the finance industry. Before joining the Rady School, he was managing director and senior research advisor in multi-asset strategies at BlackRock. He also served as the head of currency and fixed-income research in the Global Market Strategies Group at BlackRock and Barclays Global Investors. Professor Melvin is former coeditor of the Journal of International Money and Finance, and he has been a visiting scholar at the Federal Reserve Board, the International Monetary Fund, and the Bank for International Settlements.
Mr. Yeater specializes in applying financial and economic analyses to complex business litigation and regulatory matters involving antitrust concerns, intellectual property claims, and other commercial disputes. Mr. Yeater serves as an expert witness and consults to clients in non-testifying roles. In more than 20 years as an economic consultant, he has led large, high-profile engagements supporting multiple experts in a variety of industries, including digital and traditional media, sports and entertainment, retail consumer goods, high-tech consumer products, pharmaceuticals, chemicals, agriculture, education, and financial services.
Mr. Yeater applies his expertise to analyze competition and substitution patterns, define relevant markets, and evaluate potential competitive effects and counterfactual outcomes in merger and competition investigations and antitrust litigation. He has served as a testifying economist concerning the analysis of merger efficiencies and procompetitive effects of conduct. Mr. Yeater has also evaluated competition, pricing, output and efficiencies, and procompetitive benefits in connection with merger and behavioral investigations in the US, Australia, Korea, the UK, and the EU. He has supported merging parties and the Federal Trade Commission (FTC) in a variety of merger investigations. In other litigation matters, Mr. Yeater has applied his expertise in financial and economic concepts to the analysis of damages, and has provided assistance throughout all phases of pretrial and trial practice.
Mr. Yeater serves as a vice chair to the American Bar Association (ABA) Antitrust Law Section’s Podcasting Committee, producing and hosting episodes of the committee’s Our Curious Amalgam podcast. Previously, he was a vice chair of the Food and Agriculture Committee. He publishes and presents regularly on topics relevant to his expertise, including the economic analysis of competition, the calculation of damages in antitrust and other cases, and class certification.
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. 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 Meyer specializes in software engineering and the construction of complex reliable systems. His research interests run from the technical (such as software verification, programming languages, and concurrent programming) to the managerial (including large project organizations, agile methods, quality assurance, and troubled-project rescue). Professor Meyer has served as an expert witness in technology-related cases before the US International Trade Commission (ITC), the European Commission (EC), and the International Chamber of Commerce. These include a patent litigation case between Nokia and Apple before the ITC, and a Microsoft antitrust case before the EC. He has consulted to companies in the US, Japan, and Europe. A pioneer of object technology – a now-dominant approach to software design and programming – Professor Meyer designed the Eiffel programming language and established the “design by contract” (DbC) programming concept. Professor Meyer has published over 300 articles and 12 books, many widely translated, on software issues and techniques. His awards include the IEEE Computer Society’s Harlan D. Mills Award and the Association for Computing Machinery (ACM) Software System Award; he is a member of Academia Europaea, and a fellow of the International Federation for Information Processing (IFIP) as well as the ACM. After co-founding Eiffel Software, he was a professor of software engineering and chairman of the Department of Computer Science at ETH Zürich. In addition to his current role at the Schaffhausen Institute of Technology in Switzerland, Professor Meyer holds associated positions with Politecnico di Milano, the University of Toulouse, and Russia’s Innopolis University. He speaks English, French, Russian, German, and Italian.
Professor Toubia has marketing expertise in the areas of innovation and new product development, with a specific emphasis on market research, behavioral economics, preference measurement, and customer choice models. He focuses his research primarily on studying how firms can optimize their interactions with customers. For example, he has used polyhedral adaptive choice-based conjoint analysis to develop marketing strategy and assessed the comparative value of promotional efforts launched through online social communities versus traditional direct-mail campaigns. Professor Toubia has conducted numerous surveys for litigation – including conjoint studies – involving smartphones, set-top boxes, consumer packaged goods, medical equipment, and perceptions of employment status. He has also been deposed and testified at an arbitration matter.
Professor Toubia worked with Applied Marketing Science on the development of IDEALYST®, an online idea generation and group brainstorming tool that has been used by numerous corporations to enhance output and creativity through the use of incentives. His research has been honored with three John D.C. Little Best Paper Awards and published in a variety of marketing outlets. Among other journal affiliations, Professor Toubia is coeditor of Quantitative Marketing and Economics, associate editor of Management Science and Marketing Science, and a member of the editorial boards of International Journal of Research in Marketing and Journal of Marketing Research.
Mr. Kinrich consults on cases involving financial and economic analysis, accounting, business valuation, statistics, and mathematical modeling. He has often testified on damages, valuation, and accounting issues in federal and state courts and other dispute resolution forums. Over his 40-year career, Mr. Kinrich has directed numerous large-scale analyses involving a broad range of litigation areas. A certified public accountant, he specializes in damage quantification and valuation in the areas of commercial litigation and intellectual property. He also has significant experience in many other areas of the law, including breach of contract, construction, fraud, antitrust, business interruption, marital dissolution, dealership disputes, and tax litigation. Mr. Kinrich has authored a number of publications on damages-related topics, and recently co-edited the book entitled Lost Profits Damages: Principles, Methods, and Applications. Before joining Analysis Group, he was with PricewaterhouseCoopers for 20 years.
Professor Anderson conducts research on the design of cost accounting systems and on how firms use management control practices to mitigate risk and facilitate collaboration in inter-firm transactions. This research includes performance measurement, incentive contracting, supply chain contracting, and operations management. Professor Anderson uses empirical analysis of firm-level accounting and operational data to test economic theories about firm performance. She also has experience designing and administering surveys and analyzing survey data. Her published work has employed data from many industries including automotive, electronics manufacture, office furniture manufacture, commercial airlines, consumer retail, coal extraction, transportation, and warehousing and distribution.Â
Professor Anderson co-authored the award-winning book Implementing Management Innovations and the textbook Fundamentals of Cost Accounting (now in its 5th edition). Her research has been published in leading research journals including The Accounting Review, Management Science, and Contemporary Accounting Research. She has been recognized with the American Accounting Association's Notable Contribution Award (2006) and with the American Accounting Association's Management Accounting Section's Notable Contribution to the Literature Award (2003, 2006, 2012) and the Greatest Influence on Practice Award (2010). Professor Anderson's research has been funded by competitive grants from the AICPA, the Institute of Internal Auditors, the Institute of Management Accountants, the National Science Foundation, and the Australian Research Council.
Professor Anderson has previously held faculty positions at the University of Michigan and Rice University. She has also held visiting faculty appointments at Harvard Business School and the University of Melbourne. Earlier in her career, she worked as an engineer for General Motors Corporation.Â
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Mr. Yenikomshian specializes in data analysis and economic modeling, and has consulted on economic and strategic issues to companies in a variety of industries, including pharmaceuticals, medical insurance, blockchain and cryptocurrency, computer software and technology, and cybersecurity. He has extensive experience analyzing large datasets, such as administrative insurance medical claims and transactional software sales data. Mr. Yenikomshian has calculated damages in antitrust, health care product liability, kickback, and off-label pharmaceutical promotion matters, and in a variety of consumer class action cases. He has served as a testifying expert in a criminal matter, provided critiques of data and analytical methodologies in support of rebuttal testimony, and assisted attorneys with discovery, cross-examination strategy, and settlement negotiations. He has also developed interactive software tools to help clients make strategic decisions. Mr. Yenikomshian is a member of the American Bar Association and serves as co-chair of its Big Data Committee and Data Science Working Group, as well as vice chair of its Artificial Intelligence and Robotics Committee. Prior to joining Analysis Group, he was a partner in a software development and staffing technology firm.
Professor Riddiough is best known for his work on real options, mortgage pricing and strategy, REITs, and land use regulation. He has served as an expert in numerous real estate-related matters, in which he has testified on appraisal and the value of distressed mortgages. Professor Riddiough has consulted to numerous organizations, including the US Department of Housing and Urban Development, GMAC, Wells Fargo, Coldwell Banker Commercial, The Equitable Life Assurance Society, and the State of Wisconsin Investment Board. He has published more than 40 scholarly articles. He has served on the boards of directors of several organizations, including ArCap REIT, EquiBase Capital Partners, and the American Real Estate and Urban Economics Association. Professor Riddiough is the recipient of best dissertation and best paper awards in real estate economics, and is a fellow at the Real Estate Research Institute and a past fellow at the Homer Hoyt Institute. He teaches courses in real estate finance, real estate capital markets, and microeconomics.
Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation. She has led teams across a broad range of matters involving commercial disputes, antitrust and competition, and securities and finance. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies. Ms. Comeaux has provided assistance through all phases of pretrial and trial practice, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has also assisted clients in mass arbitration proceedings, regulatory investigations, and strategy engagements.
Ms. Comeaux has experience with a wide range of empirical methodologies, particularly within the context of damages analyses. 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. She has worked with a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. Ms. Comeaux has particular expertise in organizational assessments that address theories of liability, including reviewing and responding to the results of assessments conducted by regulators and third parties.
Professor Fox’s research focuses on retail pricing, promotion, and assortment management, as well as the quantitative modeling of consumer shopping behavior to address retail competition and marketing channel issues. He frequently estimates models using customer-level data to identify the drivers of shopping behavior and to make shopping and spending predictions, which can then be used by retail decision makers to improve store performance. Professor Fox has consulted to retailers and other companies on marketing management, strategy, and quantitative decision making. His clients have included ACME Markets, Genuardi’s Family Markets, Softspikes, Arcis Golf, and Reliant Rehabilitation. He has also filed an expert report on behalf of the Federal Trade Commission in a retail antitrust case. Professor Fox’s research has addressed topics such as dynamic pricing, demand estimation using transaction data, competitive issues in retailing, consumer spending behavior across retail formats, and recapturing lost customers. His articles have been published in journals such as Marketing Science, the Journal of Marketing Research, the Journal of Marketing, Management Science, Operations Research, and the Journal of Retailing. He is frequently quoted in the media on retail marketing and consumer buying behavior, and he has spoken at numerous retail industry conferences and trade association meetings.
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, including in Health Affairs, Alzheimer’s & Dementia, Diabetes Care, Critical Care Medicine, the Journal of Clinical Psychiatry, and various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Blog, 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.
Mr. Trautman leads the media and entertainment practice of Bortz Media & Sports Group, with more than 30 years of experience and an analytical focus on all aspects of media – including video programming, industry, firm- and product-level performance and prospects, market forecasting and trends, and audience behavior. He has provided both consulting and expert witness services to a wide range of corporations, including Comcast, Discovery Communications, Disney/ESPN, Gannett, Major League Baseball, and TiVo. He has also submitted testimony before the US Copyright Royalty Judges, the Canadian Copyright Royalty Board, and the Federal Communications Commission. Mr. Trautman’s testimony has covered industry and business strategies and trends; valuation in relation to programming and other media assets; and market analysis of media industries. His consulting assignments have focused on business strategies, competitive assessments, and market research, as well as the ways in which media technologies and consumer behavior intersect. Mr. Trautman is the author of Unleashing Connectivity and Entertainment in America: A Study of the Cable Industry’s Impact and Public Television’s Transition to a Digital Future, as well as other writings on television and digital broadcasting.
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 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.
Dr. Furchtgott-Roth is a former commissioner of the Federal Communications Commission (FCC). During his FCC tenure, Dr. Furchtgott-Roth delivered testimony before numerous Congressional committees. Since leaving the FCC, he has served as an expert in a number of high-profile matters, including Liberty Media v. IAC/InterActiveCorp. and the XM/Sirius Satellite Radio merger.
Dr. Furchtgott-Roth is a frequent speaker on telecommunications, regulation, and high technology. He has authored books on cable television, telecommunications, and international trade in computer software, and has published more than 40 scholarly and popular articles in such outlets as the Antitrust Bulletin, The Columbia Science and Technology Law Review, the Federal Communications Law Journal, The Wall Street Journal, Investor's Business Daily, and Forbes.
Prior to his appointment to the FCC, Dr. Furchtgott-Roth served as chief economist of the US House of Representatives Committee on Commerce, where he was one of the principal staff involved in drafting the Telecommunications Act of 1996.
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 multiple 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 290 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 also an adjunct 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 and a member of the American Society of Clinical Oncology, the International Society of Pharmacoepidemiology, and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
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.
Professor Venkataraman specializes in market microstructure and financial market design; the evaluation of trading strategies; and the functioning of equity, fixed-income, and energy markets. He has served as an expert witness in litigation matters involving trading strategies and price manipulation, and has consulted to the Financial Industry Regulatory Authority, the US Commodity Futures Trading Commission, and the US Department of Justice, among other organizations. He serves on the US Securities and Exchange Commission’s (SEC’s) Fixed Income Market Structure Advisory Committee, which advises the SEC on the efficiency and resiliency of fixed-income markets. Professor Venkataraman is an associate editor of the Journal of Financial and Quantitative Analysis and the Journal of Financial Markets. His research has been published in academic journals and featured in media outlets such as The Wall Street Journal, Barrons, the Financial Times, The Economist, and Bloomberg News, and has won best paper awards at international conferences. Professor Venkataraman teaches courses in investments and energy finance, and serves as the academic director of the Maguire Energy Institute. He has served as chairman of the Cox School of Business’s finance department. Professor Venkataraman is the recipient of multiple SMU awards, including the Altshuler Distinguished Teaching Professor Award and the Gerald J. Ford Senior Research Fellowship, and was named among “The Best 40 B-School Profs Under the Age of 40” by Poets&Quants.
Mr. Beauregard specializes in conducting sophisticated economic, financial, and statistical analyses. His consulting experience includes many litigation and arbitration proceedings, as well as internal and regulatory investigations. He has supported experts and assisted counsel in a variety of antitrust, securities, ERISA, commercial litigation, and intellectual property matters.
In antitrust cases, Mr. Beauregard’s experience includes allegations of price-fixing, predatory pricing, price discrimination, concerted refusals to deal, and monopolization and attempted monopolization. His securities experience includes matters related to allegations of breach of fiduciary duty, securities fraud, and excessive mutual fund fees. In his ERISA work, Mr. Beauregard has led teams analyzing ERISA violations through the inclusion of inappropriate investment options or charging excessive fees, among other matters. Throughout multiple commercial litigation matters, he has supported academic experts on topics related to fraud, breach of contract, and tortious interference. Additionally, Mr. Beauregard has conducted lost profits and reasonable royalty damages analyses in a number of intellectual property cases.
Professor Schoar is an expert in corporate finance, entrepreneurship, and organizational economics. Her research interests span from entrepreneurial finance to household finance and financial intermediation. Her research examines returns and capital flows in the venture capital industry, the financing of small and medium-sized enterprises and startup firms, and the role of consumer financial markets. Professor Schoar has served as an expert witness in cases involving commercial litigation and financial services. She is co-organizer of the Corporate Finance Working Group at the National Bureau of Economic Research, a former member of the Consumer Financial Protection Bureau’s Academic Research Council, and co-founder and scientific director of ideas42, a research lab on behavioral social science. She has published numerous articles and papers and received several awards for her research, including the Ewing Marion Kauffman Prize Medal for Distinguished Research in Entrepreneurship and the Brattle Group Prize in Corporate Finance for her paper “The Effects of Corporate Diversification on Productivity.” She has served as an associate editor of The Journal of Finance, the American Economic Journal: Applied Economics, and the Journal of Economic Perspectives. Professor Schoar’s work has been featured in The Economist, the Financial Times, The New York Times, and The Wall Street Journal.
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.
Professor Snyder is an industrial organization economist whose research focuses on antitrust policy and enforcement, contracting practices, financial institutions, and law and economics. He has consulted on and served as a testifying expert in numerous high-profile cases, opining on liability, damages, proposed mergers, price-fixing allegations, Hatch-Waxman claims involving pharmaceuticals, monopolization claims, and proposed class certifications of both direct and indirect purchasers. In addition, Professor Snyder has testified before combined US Federal Trade Commission (FTC) and US Department of Justice (DOJ) hearings on competition and intellectual property, and has presented separately before the DOJ’s Antitrust Division, where he worked as an economist earlier in his career, and the FTC. He has been a signatory to amicus briefs submitted to the Supreme Court on various price-fixing and Sherman Act issues.
Professor Snyder has written extensively on topics related to antitrust and policy issues, with his articles appearing in prestigious publications such as The Journal of Law and Economics, the Journal of Comparative Economics, The Antitrust Bulletin, and Contemporary Policy Issues. His work has also been featured in major media outlets, including the Financial Times, The Wall Street Journal, and The New York Times.
Professor Snyder also served as the dean of the Yale School of Management from 2011 to 2019, during which time he enhanced the school’s academic programs and financial standing, and established new master’s programs in the areas of management, entrepreneurship, and executive education. He also founded the Global Network for Advanced Management at Yale University, an international consortium of schools devoted to teaching tomorrow’s business leaders around the world. Prior to joining Yale, Professor Snyder was the dean of the business schools of The University of Chicago, the University of Virginia, and the University of Michigan.
Professor Garrison is an academic expert with extensive experience in nonprofit health policy and pharmaceutical industry economics research. His research interests include US and international health policy issues related to personalized medicine; benefit-risk analysis; and the economic evaluation of pharmaceuticals, diagnostics, and other technologies. Professor Garrison is a visiting senior fellow at the Office of Health Economics (OHE) in London, and his research has been published more than 190 times in peer-reviewed journals. In 2022, he received the Avedis Donabedian Outcomes Research Lifetime Achievement Award from the International Society for Pharmacoeconomics and Outcomes Research (ISPOR). He is co-chair of the Policy Outlook Committee for ISPOR’s Health Science Policy Council, and has served as a former president of IPSOR as well as chair or co-chair of ISPOR task forces on real-world data, performance-based risk-sharing arrangements, and US value frameworks. Prior to his academic career, he was vice president and head of Health Economics & Strategic Pricing for Roche Pharmaceuticals in Basel, Switzerland, and previously served as director of Project HOPE, a nonprofit corporation conducting health sciences education and training programs in 18 countries.
Dr. Garces is an economist with deep public- and private-sector antitrust policy and regulation experience in the US and Europe, including serving in the European Commission’s Directorate-General for Competition (DG COMP) and Directorate-General for Internal Market and Industry. Her consulting and case work experience includes mergers and conduct cases in the telecommunications, media, industrial, consumer staples, and technology sectors. She has corporate experience at a large technology company and is widely recognized as an expert on the economic analysis of new digital business models, as well as on regulation in innovative sectors. Dr. Garces has published extensively on topics such as the antitrust analysis of commercial practices, the assessment of conglomerate mergers, the interaction between antitrust and privacy, value creation processes in platform businesses, and behavioral economics. She is also a coauthor of the widely used book Quantitative Techniques for Competition and Antitrust Analysis.
Dr. Mishol is an economist who specializes in competition, econometrics, microeconomic theory, statistics, securities, health care, and pharmacoeconomics. He has provided consulting support to counsel throughout many phases of litigation, including preparation of expert deposition and trial testimony; development, presentation, and review of pretrial discovery; and critique of analyses of opposing experts. He has served as an expert witness and worked with leading academic scholars, providing economic and damages analysis on matters involving cartels, mergers, and other cases involving market definition issues in a variety of industries; economic, financial, and quantitative analyses related to allegations of securities fraud in Rule 10b-5, ERISA, and mortgage-backed securities matters; and economic, quantitative, and damages analyses in the pharmaceutical industry.
Outside of litigation, Dr. Mishol has used sophisticated econometric modeling techniques to help major pharmaceutical companies make product entry decisions by assessing the impact of market factors such as product quality, pricing, patent expiration, and regulatory policy on the demand for prescription pharmaceuticals. His work also includes econometric analysis of the spending experience of private-pay and Medicare patients across the United States, examining direct usage and cost impacts related to the supply of specific technologies, including diagnostic imaging, cardiac care, newborn care for at-risk infants, and cancer care.
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.
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.
Professor Ware is an internationally recognized leader in measuring Patient Reported Outcomes (PRO). His substantial contributions to the outcomes research field have focused on developing, standardizing, and applying health metrics to assess patient reported outcomes. His work has led to the development of a set of standardized, generic PRO measures, including the SF-36® Health Survey, as well as disease-specific measures such as the Headache Impact Test (HIT-6TM) survey. Professor Ware frequently provides guidance on evidence support for PRO labeling, and he has been the invited expert for testimony on PRO topics at hearings held by the US Food and Drug Administration. His current research interests also include applying modern psychometric methods to construct more actionable measures, including the first disease-specific quality-of-life (QOL) impact scale standardized across conditions and normed in representative chronically-ill populations. Professor Ware is as a member of the National Academy of Medicine (formerly Institute of Medicine).
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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.
Ms. Guérin is an economist who specializes in the application of statistics and econometrics to health economics and outcomes research (HEOR) and epidemiology. Her areas of expertise include retrospective database analyses such as medical claims, electronic health records, and clinical trial data; economic modeling, such as cost-effectiveness and budget impact models; and design of chart review studies, surveys, and other prospective studies. She has participated in the development of large clinical data registries and in the design of real-world evidence (RWE) studies to support regulatory submissions. Ms. Guérin has broad research and analytical experience in areas such as comparative effectiveness and cost effectiveness, development of prediction algorithms, assessment of disease prevalence and incidence, evaluation of burden of illness, productivity loss, treatment patterns, analysis of patient-reported outcomes (PROs), safety/tolerability analyses, discrete choice experiments, and patient experience studies. She has also supported many pharmaceutical companies in the development of HEOR planning and RWE generation plans. Ms. Guérin has conducted health care research across many therapeutic areas, including oncology, hematology, dermatology, gastroenterology, rheumatology, neurology, psychiatry, endocrinology, cardiology and circulatory diseases, and respiratory diseases. She publishes frequently and is the coauthor of over 100 research papers published in numerous peer-reviewed journals and presented at a variety of scientific conferences.
Professor Garthwaite is an applied microeconomist who studies the effects of government policies and social phenomena, particularly in the areas of health and biopharmaceuticals. His recent work focuses on the private sector effects of the Affordable Care Act, including the labor supply effects of large insurance expansions, the changes in uncompensated hospital care resulting from public insurance expansions, and the responses of nonprofit hospitals to financial shocks. Professor Garthwaite also studies biopharmaceutical pricing and innovation, including the effect of expanded patent protection on pricing in the Indian pharmaceutical market, the effects of increases in demand on innovation by US pharmaceutical firms, and the relationship between health insurance expansions and high drug prices. Additionally, he studies the effects of the increased use of private firms to operate and manage social insurance programs, with a focus on Medicaid managed-care firms.Â
Professor Garthwaite has testified before the US House of Representatives and several state legislatures on the minimum wage, health care reforms, and consolidation in health care markets. He has also held several public policy positions, including faculty associate with Northwestern University's Institute for Policy Research and director of research for the Employment Policies Institute. Professor Garthwaite's research has appeared in journals such as The Quarterly Journal of Economics, American Economic Review, The Review of Economics and Statistics, and Health Affairs; and has been profiled in media outlets such as The New York Times, The Wall Street Journal, The Washington Post, and Vox. He has also appeared on various TV and radio programs, including Nightly Business Report and Marketplace.
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Professor Mitzenmacher’s research interests include the design and analysis of algorithms, networks and data transmission, computer security, information theory, and the use of encryption. He has consulted to technology companies and research laboratories such as Adverplex (Cogo Labs), Akamai, AT&T, Digital Fountain, eharmony, Fluent Mobile (Fiksu), Google, Huawei, ITA Software, JobSync, Microsoft, Mitsubishi Electric Research Laboratories, and Yahoo!. He has also served as an expert witness on software and intellectual property issues in several cases, and provided testimony in multiple trials. Professor Mitzenmacher has authored or coauthored over 200 conference and journal publications on a variety of topics, including algorithms for the internet, efficient hash-based data structures, erasure and error-correcting codes, power laws, and compression. He is also the coauthor of Probability and Computing, a textbook on randomized algorithms and probabilistic techniques in computer science. His work on low-density parity-check codes shared the 2002 IEEE Information Theory Society Best Paper Award and won the 2009 ACM SIGCOMM Test of Time Award. Prior to joining the Harvard faculty, Professor Mitzenmacher was a research scientist at Digital Equipment Corporation’s Systems Research Center, where he worked on information retrieval on the web, erasure and error-correcting codes, online algorithms, and load balancing.
Roger Ware is a professor of economics at Queen's University, Kingston, Canada. He has held previous positions at the University of Toronto and the University of California, Berkeley. From 1993 to 1994 he held the T.D. McDonald Chair in Industrial Organization at the Competition Bureau, Ottawa. Dr. Ware's interests are focused on industrial organization, antitrust economics, intellectual property, telecommunications, and energy economics. In addition to publishing many articles in these areas, Professor Ware coauthored (with Dr. Jeffrey Church) Industrial Organization: A Strategic Approach (McGraw-Hill, 2000), a major text on antitrust economics that is frequently cited by experts and practitioners.
Dr. Ware teaches graduate and undergraduate courses in industrial organization, regulation and law, and economics and has lectured widely on antitrust topics. He has consulted on many recent competition cases, and has appeared as an expert witness several times before Canada's Competition Tribunal and other regulatory tribunals and agencies. His expert testimony on behalf of the respondent in Commissioner of Competition v. Canada Pipe, Ltd. (2005) played a key role in a major decision of the Competition Tribunal, which in turn led to a landmark ruling from the Federal Court of Appeals. In recent years, Dr. Ware has also been retained as an expert in several important Canadian Class Certification cases and cases involving the regulation of telecommunications, Internet services, and broadcasting.
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 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.
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.
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.
Professor Gentzkow specializes in applied microeconomics, empirical industrial organization, and political economy, with a focus on the media, technology, retail, and health care industries. He studies the economic forces driving the creation of media products; competition in media markets; the changing nature and role of media in the digital environment; and the effects of media on education, ideological diversity, and civic engagement. His work has examined the welfare effects of social media networks and how information is disseminated online. Professor Gentzkow’s research has also involved the analysis of complex datasets of consumer purchases to study consumer product pricing, consumer brand preferences, and brand price premiums. He has presented his work to the US Department of Justice, Federal Trade Commission, and Federal Communications Commission.
Professor Gentzkow has published in numerous prominent economic journals and has appeared frequently in major media such as The New York Times, The Wall Street Journal, The Economist, The Washington Post, and NPR. His awards include the John Bates Clark Medal, given by the American Economic Association to the American economist under 40 judged to have made the most significant contributions to economic thought and knowledge. He is a research associate at the National Bureau of Economic Research and a member of its Industrial Organization Program steering committee, and a senior fellow at the Stanford Institute for Economic Policy Research. Professor Gentzkow has received a fellowship and grants from the Alfred P. Sloan Foundation, as well as various grants from the National Science Foundation.
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.
Dr. Mordecai is an expert on forensic financial and economic analysis, financial engineering, and the valuation of fixed-income securities and structured products, including over-the-counter derivatives – in particular, fixed-income and credit derivatives. He also has expertise in complex insurance and reinsurance liabilities, M&A and successor liability analysis, operational risk, reliability and warranty-indemnity analysis, environmental liability, trade credit, and political risk, as well as asset liability and risk management models and practices. In addition, Dr. Mordecai has direct experience with cryptocurrency and digital asset technology infrastructure, including the technical review and evaluation activities of distributed ledger technology. Dr. Mordecai has advised on, and provided technical oversight for, pattern and practice investigations, internal regulatory investigations, insurance investigations for state regulators, and stress testing for global financial institutions. He has testified extensively at deposition, trial, arbitration, and international arbitration; been admitted as an expert in federal, state, and county courts; and been cited favorably in court decisions. Dr. Mordecai has served as an advisor on systemic risk issues to the Federal Reserve, the International Monetary Fund (IMF), the US Department of the Treasury, and the Commodity Futures Trading Commission (CFTC), and as an advisor on hedge fund valuation issues to the International Organization of Securities Commissions. He has also been a member of the Investment Advisory Committee of the New York Mercantile Exchange (NYMEX). In addition to his role at The University of Chicago Booth School of Business, Dr. Mordecai is a visiting scholar at the NYU Courant Institute of Mathematical Sciences, where he co-advises research activities at the RiskEcon® Lab for Decision Metrics. Dr. Mordecai also co-teaches a course at NYU Law School on quantitative methods in litigation with a focus on machine testimony and machine behavior. His contributions to this course as co-instructor include extensive direct experience with technical review, evaluation, and testing of AI and machine learning applications across diverse institutional contexts, as well as industry and market settings.
Ms. Kindler is an economist with extensive experience in a variety of engagements, including intellectual property (IP) disputes, contract disputes, litigation matters related to securities and finance, false advertising allegations, and antitrust matters. She has testified numerous times in deposition, trial, and arbitration and assisted in all phases of the litigation process, including discovery, expert reports, deposition, and trial preparation. With respect to IP disputes, Ms. Kindler has evaluated damages in the context of allegations of patent infringement, trade secret misappropriation, trade dress infringement, and copyright infringement. In patent infringement matters, she has analyzed claimed lost sales, claimed lost profits, and reasonable royalty damages. Ms. Kindler also has evaluated disgorgement and actual harm in the context of numerous IP disputes. Ms. Kindler has been involved in numerous licensing negotiations related to a wide range of technologies and products, including but not limited to standard essential technology, software, smartphone and wireless technologies, dental implants, and oil and gas. In antitrust matters, she has assessed the competitive consequences of mergers, analyzed the competitive behavior of market participants, and estimated the impact of market power. Her work has also included the development of complex damages models, the analysis of statistical data, and the analysis of stock price movements. Prior to joining Analysis Group, Ms. Kindler held positions with two economics consulting firms.
Professor Tucker is an industrial organization economist whose research spans the fields of technology, health care, real estate, and media and advertising. A particular focus of her work is on the role of data and digitization on competition and consumer behavior. Professor Tucker has deep experience as an expert witness in a variety of cases spanning antitrust and competition, intellectual property, data and data privacy, online advertising, and digital platforms. She has assessed market definition, competitive effects, liability, and class certification issues in matters involving pharmaceuticals, health insurance, consumer goods, sports and entertainment, energy, and consumer electronics, among other industries. She has testified about the effects of data, privacy, and algorithms before Congress, and has presented her work to agencies and organizations such as the Federal Trade Commission (FTC), the Federal Communications Commission (FCC), the International Monetary Fund (IMF), the European Commission Directorate-General for Competition (DG COMP), and the Australian Competition and Consumer Commission (ACCC).
Professor Tucker has published widely on innovation and technology diffusion; online advertising, customer heterogeneity, and algorithms; privacy regulation; network effects; and the economics of social networks. At the National Bureau of Economic Research (NBER), she serves as a research associate, focusing on privacy; a principal investigator on the Project on the Economics of Digitization; and a co-organizer of the Economics of Artificial Intelligence initiative, supported by the Alfred P. Sloan Foundation. Professor Tucker is a co-founder of the MIT Cryptoeconomics Lab, which studies digital currencies and blockchain, and chair of the MIT Sloan Ph.D. Program. Her articles have appeared in leading scientific, economic, management, and marketing journals. She has previously served as associate editor of Management Science and the Journal of Marketing Research and coeditor of Quantitative Marketing and Economics, and she is currently senior editor of Marketing Science.
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 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 her work has been widely published in management and international business journals. 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 dean of the Fellows of the Academy of International Business, where she formerly served as president.
Professor Weber’s expertise lies at the intersection of technology markets, intellectual property regimes, and international politics. His research, teaching, and advisory work focuses on the political economy of knowledge-intensive industries, with special attention to issues of competitiveness related to information technology, software, finance, and health care. Professor Weber has advised companies, government agencies, and nonprofit organizations on risk analysis, strategy, business forecasting, and communications. He was the founder and faculty director for the UC Berkeley Center for Long-Term Cybersecurity, and his cybersecurity credentials allow him to supplement his experience in organizational governance with the technical nature of security threats. Professor Weber served as a special consultant to the president of the European Bank for Reconstruction and Development, and has held academic fellowships with the Council on Foreign Relations and the Center for Advanced Study in the Behavioral Sciences. He is widely published, with his work having been featured in publications such as the Journal of Social, Political, and Economic Studies Foreign Affairs and International Organization. Professor Weber’s books include The Success of Open Source and Bloc by Bloc: How to Build a Global Enterprise for the New Regional Order, which explains how economic geography is increasingly defined by technology rules and standards.
Professor Tufano’s work spans a broad range of topics in finance, including climate finance and derivatives and structured finance. His research interests include financial innovation, business solutions to climate change, the design of new securities and financial instruments, the organization of financial markets, corporate risk management, the mutual fund industry, and household finance. Professor Tufano has provided expert testimony and reports in several finance- and securities-related matters, including a matter involving retained asset accounts; the Parmalat securities litigation; economic characterizations of securities for tax courts; and the Enron Corporation securities, derivative, and ERISA litigations.
He has written a number of books, and his articles have been published in journals such as The Journal of Finance, the Journal of Financial Economics, The Review of Financial Studies, and Harvard Business Review. He is an associate editor of the Journal of Investment Management. Professor Tufano’s work has also been featured in a number of media outlets, including The New York Times and the Financial Times. He has received several awards, including the Smith Breeden Prize for the best finance paper published in The Journal of Finance and a leadership award from the Aspen Institute. Prior to re-joining the Harvard Business School faculty, he was dean of the Saïd Business School at the University of Oxford for a decade.
Ms. Kirk Fair has extensive experience leading the development of economic and market analyses, assessing class certification and damages, evaluating consumer behavior, and testifying in a wide range of matters in the US, Canada, and Europe. She has been deeply involved in merger investigations and major antitrust litigation, as well as intellectual property (IP), false advertising, and tax matters. She also is a founder of the Analysis Group’s Surveys & Experimental Studies practice.
Ms. Kirk Fair specializes in evaluating competition and substitution patterns to examine potential competitive effects in mergers and “but-for” outcomes in antitrust litigation. She has significant analytical and testifying experience in cartel matters, notably in a number of prominent cases in the technology, consumer products, and financial services industries. She also has evaluated competition, pricing, and outputs in connection with merger investigations in the US, Canada, and the EU. In addition to having served as a compliance monitor for several years, she has supported the US Department of Justice (DOJ), the Federal Trade Commission (FTC), and the Canadian Competition Bureau (CCB) in a variety of merger investigations.
Ms. Kirk Fair also has particular expertise in the development, administration, and analysis of consumer surveys for use in antitrust, false advertising, and IP matters, as well as merger reviews and strategy cases. She has testified in arbitration, deposition, and trial in matters involving the design and implementation of consumer surveys, as well as the evaluation of opposing parties’ surveys and of statistical sampling and analyses. Her work has been used to support and critique damages models and to provide insights into the role of consumer choice in market definition.
Ms. Kirk Fair serves as a Vice-Chair to the American Bar Association (ABA) Antitrust Law Section’s Pricing Conduct Committee. She has received numerous awards for her accomplishments, including the W@ “40 in Their 40s: Notable Women Competition Professionals” and the Concurrences Antitrust Writing Award for her coauthored article “The Tyranny of Market Shares: Incorporating Survey-Based Evidence into Merger Analysis” (Corporate Disputes).
Mr. Giles is a financial economist focusing on valuation and financial analysis. He has worked extensively in international arbitration, including both commercial and investment treaty claims, and has been engaged in some of the most complex and high-profile financial and non-financial disputes. His experience covers a range of industries across the world, including financial services, energy, pharmaceuticals, software, luxury goods, mining, manufacturing, property development, and hotels. Mr. Giles has testified as a quantum expert in all the major international arbitration forums and in a number of High Court of Justice cases in London. In Galapagos Bidco S.À.R.L. v. Dr. Frank Kebekus, et al., a contentious financial restructuring, he was instructed by counsel for Galapagos Bidco S.À.R.L. Mr. Giles has also assessed the impact of restated accounts on the value of Autonomy in HP/Autonomy v. Lynch and Hussain; other restructurings, including Saltri III Ltd v. MD Mezzanine SA SICAR; and the challenge to the $50 billion Yukos award in the Netherlands.
Professor Morrison is an expert in bankruptcy law and economics, including the causes and consequences of both corporate and consumer insolvency. In his current work, he studies patterns in inter-creditor agreements, valuation disputes in corporate bankruptcies, racial disparities in Chapter 13 bankruptcy filings, the relationship between financial distress and mortality rates, and the costs and benefits of the bankruptcy code’s special rules for financial contracts, such as repurchase agreements.
Professor Morrison teaches courses in corporate finance, bankruptcy law, and contracts, and was the recipient of Columbia Law School’s 2018 Willis L.M. Reese Prize for Excellence in Teaching. He has published widely on corporate reorganization, consumer bankruptcy, regulation of systemic market risk, and foreclosure and mortgage modification. His work has been cited by the bankruptcy bench and bar, and has received support from the National Science Foundation and The Pew Charitable Trusts. He was a co-recipient of the John Wesley Steen Law Review Writing Prize from the American Bankruptcy Institute for his research on the Dodd-Frank Act.
Professor Morrison has served as a director of the American Law and Economics Association and as a member of the US Supreme Court’s Advisory Committee on Bankruptcy Rules. He is a former associate editor of the American Law and Economics Review and is currently an editor of The Journal of Legal Studies. Prior to his academic appointments, Professor Morrison clerked for Justice Antonin Scalia and Judge Richard A. Posner.
Professor Wei is the scientific director for the program of quantitative science in pharmaceutical medicine at the Harvard T.H. Chan School of Public Health. He is an expert in biostatistics and in the development of statistical methods for the design and analysis of clinical trials, and has provided deposition and trial testimony in numerous matters regarding the effectiveness of various therapies. Professor Wei also has served as an expert and advisor to a number of pharmaceutical companies and regulatory agencies, including the US Food and Drug Administration (FDA), and has served on a number of FDA and National Institutes of Health committees.
Professor Wei has developed numerous statistical methods that are utilized extensively in practice. He has concentrated his recent research on the development of personalized medicine strategies for diagnostics and treatment selection, and has been intimately involved in advising the pharmaceutical industry on new drug applications.
The author of more than 140 articles in statistical and medical journals, Professor Wei has served on the editorial boards of the Journal of the American Statistical Association and the Journal of Biopharmaceutical Statistics. He is an elected fellow of the Institute of Mathematical Statistics and the American Statistical Association, which honored him with the Mosteller Statistician of the Year award in 2007.
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.
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 and damages in a variety of health care cases, including cases involving allegations of False Claims Act (FCA) and Anti-Kickback Statute (AKS) 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.