Analysis Group is pleased to announce a new engagement with the National Bureau of Economic Research (NBER) as it becomes the first economic consulting firm in the nonprofit’s Corporate Associate program.
Analysis Group client Meta was awarded summary judgment in a long-running antitrust trial brought by Facebook users.
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.
)Dr. Yang is an expert in health economics and outcomes research (HEOR), with extensive experience in developing comprehensive HEOR strategies to support products throughout their entire life cycles. As part of her diverse portfolio of HEOR case work, she has developed robust launch strategies; generated real-world data (RWD); and created clinical, economic, and humanistic evidence to support product value propositions. Notably, Dr. Yang has led case teams in preparing submissions to health technology assessment (HTA) agencies across the world, including those in the UK, France, Germany, Norway, Australia, Canada, and Japan. She has also conducted numerous studies across various therapeutic areas – such as autoimmune diseases, infectious diseases, diabetes, blood disorders, oncology, women’s health, and rare diseases – and worked across diverse treatment paradigms, including one-time interventions involving cell and gene therapies, as well as recurrent treatment regimens. Dr. Yang’s work has been widely published in peer-reviewed journals and featured at health care conferences.
)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.
)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. Hibbard is an expert on economics, strategy, regulation, and policy in the electric and natural gas industries. He has a comprehensive background merging business development, technical analysis, resource planning and development modeling, economics, and public policy in the energy and environmental fields. Mr. Hibbard has provided technical and strategic advice to government, industry, business, public interest groups, and trade organizations on energy market structure, electric and natural gas infrastructure planning and siting, utility resource solicitation and procurement, emission allocation and environmental policy, renewable resource program design and administration, transmission pricing, climate change policy, utility ratemaking practices, and the transfer of US federal and state emission control programs to other countries.
Prior to joining Analysis Group, Mr. Hibbard was chairman of the Massachusetts Department of Public Utilities. During his tenure, he carried out a forward-looking ratemaking and policy agenda to advance energy efficiency and renewable resources, coordinate regional efforts in the development of energy resources and associated infrastructure, and promote the administration of fair and efficient transmission pricing models in regional and national contexts. He also has provided testimony on resource planning, competitive electricity markets, and transmission pricing in hearings before committees of the Massachusetts legislature and the US House of Representatives, the Federal Energy Regulatory Commission (FERC), and state and regional planning councils. Mr. Hibbard has also served as a member of many energy-related boards and committees.
)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.
)Dr. Pearlson is an expert in cybersecurity whose research spans management information systems, business strategy, and organizational design, as well as the development of a culture of cybersecurity to support the mitigation of cyber breaches. She also has experience in information management topics such as information systems leadership responsibilities, reengineering of business process design, and reasonable information protection practices. Dr. Pearlson has testified in litigation. She has also consulted to chief executives at established companies and startups on information technology (IT) strategy, and has led IT leadership development programs. Dr. Pearlson is a founder and managing partner of KP Partners, an advisory and executive education firm for chief information officers (CIOs), chief analytics officers (CAOs), and chief information security officers (CISOs). She is also founder and executive director of the Executive Networks IT Leaders Forum, and the founding director of the Analytics Leadership Consortium at the International Institute of Analytics. Dr. Pearlson is coauthor of Managing and Using Information: A Strategic Approach and Zero Time: Providing Instant Customer Value – Every Time, All the Time! She is a frequent guest speaker and has held positions in academia and industry, including at Babson College, The University of Texas at Austin, the Gartner Research Board, CSC Index, and AT&T.
)Mr. Weinstein specializes in the application of quantitative methods to real-world problems involving decision making, strategy, risk management, and litigation in a variety of sectors. His work in the health care sector includes building algorithms for real-time suspicious order monitoring of controlled substance distribution by manufacturers and wholesalers, as well as statistical assessments of controlled substance dispensing issues at the pharmacy and prescriber levels. He has also led the creation of flexible damages models for use in litigation matters involving the False Claims Act, the Anti-Kickback Statute, intellectual property, and controlled substance regulation. He has served as an expert witness, testifying in administrative proceedings before the Drug Enforcement Administration (DEA).
Mr. Weinstein has managed the analysis of large transaction-level and claims databases. He also has broad experience supporting leading academic experts, working with cross-functional client teams, and presenting analytical results to top executives and government officials, including those at the DEA, US Attorneys’ Offices, and state attorneys general. In his work at Analysis Group, Mr. Weinstein builds on his prior experience, which includes contributing to economics research on 401(k) savings behavior, forecasting consumer demand at Zipcar, and advising foundations and government agencies on how to track and interpret data.
)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.
)Ms. Stamm specializes in the application of finance and accounting to problems in complex business litigation. She has testified on damages arising out of general commercial disputes and intellectual property matters and provided consulting expertise, including assistance with pretrial discovery, development of economic and financial models to analyze damages, critique of analyses of opposing experts, and preparation of expert reports and testimony. She has also conducted analyses relating to the valuation of financial instruments, valuation of private companies, and lost profits. In non-litigation matters, Ms. Stamm has assisted numerous businesses in varied industries with the development of business plans and financial projections, often through the use of complex integrated financial models. Ms. Stamm is a certified public accountant and a member of the Massachusetts Society of Certified Public Accountants, where she has served on the litigation support committee. She is also a frequent speaker at conferences and seminars on topics related to securities and intellectual property litigation, and has published articles on valuation and patent damages.
)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.
)Dr. Yang specializes in health economics and outcomes research (HEOR). She works closely with pharmaceutical, biotech, and device companies to develop HEOR strategies and to generate evidence throughout the product life cycle for value proposition. Dr. Yang designs and conducts studies from pipeline product development through product launch, post-market research, and biosimilar evaluation. She has extensive experience with clinical trial data, health insurance claims databases, electronic medical records, medical charts, primary surveys (including cross-sectional and prospective longitudinal cohort research), and qualitative research for evidence generation, with conventional and innovative methodologies.
Dr. Yang is an expert in clinical outcome assessments – such as patient-reported outcomes (PROs) and clinician-reported outcomes (ClinROs) – as well as health preference research. She has supported the development and validation of multiple PROs and ClinROs, generated evidence for regulatory submissions, and supported real-world evidence (RWE) strategies. A frequent collaborator with academic experts and clinical key opinion leaders, Dr. Yang’s research has been published in many peer-reviewed journals and presented at numerous clinical and economic research conferences. Dr. Yang is a licensed oncology surgeon in China and an adjunct assistant professor at The University of Texas at Austin College of Pharmacy. Prior to joining Analysis Group, she was a senior scientist at QualityMetric.
)Dr. White specializes in health care, transfer pricing and valuation, and general commercial litigation. He combines his expertise in applied microeconomics, statistics, and econometrics with nearly 25 years of experience with client engagements. A diverse range of clients have retained Dr. White to assist in all stages of the litigation cycle – including advising on discovery issues, expert report preparation, and preparation for deposition and trial. He has worked on general commercial litigation matters such as allegations of false advertising and breach of contract, investigations into alleged off-label promotion of prescription drugs, and the economic impact of generic drug entry/substitution. Additionally, he has also analyzed economic issues relevant to class certification and quantification of damages.
Dr. White has managed numerous commercial litigation matters, supporting academic and industry specialists with expertise in industrial organization, statistics, health economics, and marketing. His tax and transfer pricing work has evaluated the arm’s length nature of pricing in intercompany transactions, and the estimation of useful economic lives for various tangible and intangible assets. In addition to his litigation work, Dr. White’s health economics engagements have included the development of empirical models for evaluating factors to help identify patients at risk of prescription opioid abuse, as well as the estimation of societal economic costs of prescription opioid abuse.
An active researcher, Dr. White’s publications have focused on specific health economics issues, such as the economics of prescription opioid abuse and the evaluation of the impact of biosimilar approval on the litigation landscape. He has presented and participated in a number of industry conferences. Dr. White is an adjunct faculty member in the Department of Economics at Northeastern University, where he teaches courses on applied microeconomics and applied econometrics.
)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.
)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. Arcelus specializes in analyses of complex problems in business litigation from technology, economic, and financial perspectives. Her litigation experience includes all aspects of diverse litigation matters. Ms. Arcelus frequently works with an extensive network of experts from leading universities, as well as distinguished industry experts, to apply innovative and established techniques to her engagements.
In more than three decades at Analysis Group, she has managed high-profile litigation projects across a variety of areas, including antitrust and competition, intellectual property, data protection and privacy, technology, cybersecurity, biometric data, algorithm use, regulatory compliance, impact of misleading information technology, and contract disputes. Her work often involves leading companies in technology-intensive industries such as digital platforms, biotech, engineer systems, computer hardware, and software. Ms. Arcelus has worked on cases in the US, Canada, Latin America, and Europe.
Ms. Arcelus has also worked on securities class action cases involving institutional responsibility and investor knowledge; energy litigation projects involving contract and price disputes; labor litigation involving no-poach agreements; and health care consulting projects involving the statistical modeling of clinical outcomes, pharmacoeconomic analyses, and strategic financial analyses.
)Dr. Tsai is a surgeon and health policy expert, with a particular focus on improving the cost and quality of health care delivery in the US. His research spans questions related to hospital mergers, hospital governance and management, site of care optimization, value-based care payment models, and population health outcomes. Dr. Tsai’s clinical expertise is in surgical quality improvement and minimally invasive laparoscopic/robotic gastrointestinal and bariatric surgery. Additionally, he co-directs the Healthcare Quality and Outcomes Lab at the Harvard Chan School. From 2022 to 2023, Dr. Tsai served as senior policy advisor and Testing and Treatment Coordinator for the White House COVID-19 Response Team. In the latter position, he led federal testing and diagnostics initiatives and policies, including the COVIDtests.gov program and the national Test to Treat initiative. He has also been the director of Clinical Care Redesign at Brigham and Women’s Hospital, where he designed and implemented home hospital and other clinical innovation models for surgical patients. From 2014 to 2015, Dr. Tsai was the senior advisor to the Assistant Secretary for Planning and Evaluation in the US Department of Health and Human Services. He has also served as a technical expert or advisory committee member to the Centers for Medicare & Medicaid Services (CMS), the Health Resources and Services Administration (HRSA), and the Centers for Disease Control and Prevention (CDC). Dr. Tsai’s research has been published in numerous journals, including The New England Journal of Medicine, JAMA, PNAS, Nature Communications, Health Affairs, and the Annals of Surgery.
)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. McWilliams’s research spans questions related to health care spending, quality, and access, with the goal of informing policies and systems that support efficiency and equity in health care. His work has focused on the design and effects of payment systems, the organization and quality of health care delivery, physician agency, the effects of health insurance coverage, and quasi-experimental methods for causal inference in observational research. Dr. McWilliams is a principal investigator of a large program project (P01) on Medicare, funded by the National Institute on Aging. His research has earned numerous honors, including the HSR Impact Award and Alice S. Hersh New Investigator Award from AcademyHealth, the Outstanding Junior Investigator of the Year Award from the Society of General Internal Medicine (SGIM), and distinctions for specific papers from SGIM, the National Institute for Health Care Management Foundation, Health Affairs, AcademyHealth, and NEJM Catalyst. Dr. McWilliams is an elected member of the National Academy of Medicine and The American Society for Clinical Investigation. He also serves as a senior advisor to the Center for Medicare and Medicaid Innovation, a member of the board of directors for the Institute for Accountable Care, an associate editor for JAMA Internal Medicine, and a member of the editorial boards for Health Services Research and The American Journal of Managed Care.
)Professor Starks is an expert in finance, investment management practices, capital markets, and environmental, social, and governance (ESG). Her current research focuses on ESG issues, including climate finance and board diversity, as well as the links between molecular genetics and financial decisions. Professor Starks has served as an expert witness in federal courts on behalf of Wells Fargo, Merrill Lynch Asset Management, Vesta Insurance, and DuPont. Her research on finance issues has been published widely, and she is the editor of the Financial Management Association Survey and Synthesis Series of books, a former editor of The Review of Financial Studies, and a former advisory editor of Financial Analysts Journal and Financial Management. Professor Starks received the Moskowitz Prize for Outstanding Research in Sustainable Finance for “Corporate ESG Profiles and Investor Horizons.” She is a research associate at the National Bureau of Economics Research, a research member of the European Corporate Governance Institute, and a senior fellow at the Asian Bureau of Financial and Economic Research. Professor Starks has served as president of the Society of Financial Studies, the Western Finance Association, the Financial Management Association, and the American Finance Association. She has served on mutual fund boards of directors, pension fund advisory committees, the board of governors of the Investment Company Institute, the governing council of the Independent Directors Council, and advisory committees of the Norwegian Government Pension Fund.
)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.
)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.
)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 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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)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.
)Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation in commercial disputes, mass arbitration proceedings, and regulatory investigations. Her work regularly involves critical examination of theories of liability, development of models to quantify damages, and both quantitative and qualitative analyses in response to allegations of negligence or punitive damages. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies.
A particular focus of Ms. Comeaux’s work is mass arbitrations, including those related to allegations of false advertising, privacy violations, and data breaches. In these matters, she has used her expertise analyzing large, complex datasets to determine the merits of plaintiffs’ claims, the nature and extent of the alleged harm, and the quantification of damages, and to provide support for arbitration proceedings and settlement negotiations.
Ms. Comeaux has also consulted to clients on damages issues through all phases of the litigation process, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has supported a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. She also has expertise in organizational assessments that address theories of liability in the context of a wide range of commercial disputes and regulatory investigations, including allegations that organizations prioritized “profits over safety” and that organizations knew about or should have foreseen an outcome before it occurred.
Ms. Comeaux also has an active pro bono practice focused on housing for the homeless.
)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.
)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.
)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.
)Mr. Yenikomshian specializes in technology, data analysis, and economic modeling, and has consulted on technical, economic, and strategic issues to companies in a variety of industries, including computer software and technology, cybersecurity, blockchain and cryptocurrency, pharmaceuticals, and medical insurance. He has extensive experience analyzing technical issues, such as those relating to software and internet technologies, and translating them to a lay audience. Mr. Yenikomshian has analyzed the flows of data from user devices to third-party service providers such as analytics and advertising companies. He testified on behalf of the US Department of Justice in its criminal indictment of Jitesh Thakkar, who allegedly designed and sold a software program that assisted a commodities trader who was engaged in spoofing. In this matter, Mr. Yenikomshian’s role was to determine whether the software program that Thakkar produced operated the way that the trader’s requirements document had specified. He provided a detailed demonstration of how the requirements for the order types were translated into a software program by walking the court through the actual lines of code that implemented the requirements. Mr. Yenikomshian has also conducted numerous other software code reviews in a range of matters. In addition, he has 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 Biotechnology, Healthcare Technology, and Medical Devices Committee. Previously, he served 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, Mr. Yenikomshian was a partner in a software development and staffing technology firm.
)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.
)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.
)Mr. Hutchings’ economics expertise spans a wide array of topics, including tax and transfer pricing, securities and finance, valuation and damages, and antitrust. Deeply experienced in litigation, international arbitration, and investigations, he has led case teams, conducted economic and financial analyses, estimated damages and liability, and performed valuation analyses in complex matters across many jurisdictions, including the US, Canada, the UK, the EU, Latin America, and Australia.
In tax controversy and transfer pricing matters, he has assisted expert witnesses and attorneys for both taxpayers and taxing authorities in jurisdictions around the world. Mr. Hutchings has analyzed intercompany financings for both debt/equity characterization and debt pricing questions, valued closely held corporations, studied issues of cost allocations between related parties, and assessed arm’s-length pricing in a variety of contexts. For example, he has worked with financial institutions on allocating losses amongst subsidiaries, studied the sources of value for consumer packaged goods, priced related party transactions for pharmaceutical products, and worked with medical device manufacturers on transfer pricing between related parties. Mr. Hutchings has provided expert reports on tax dispute and transfer pricing issues for both planning and litigation. He has also applied transfer pricing principles in non-tax disputes such as assessing fairness in corporate transactions between related parties.
In antitrust and competition matters, Mr. Hutchings has analyzed anticompetitive effects, evaluated potential remedies, examined the economics of platform markets, and assisted in the preparation of analysis and testimony before courts and government regulators, such as the US Federal Trade Commission (FTC).
In addition, he has quantified harms and foregone benefits, and valued natural resources and treaty entitlements, in several disputes between Canadian First Nations and the Crown, both testifying at trial and consulting to reach pre-dispute resolutions. He has also quantified damages arising from tortious interference, breach of contract, and other contractual and extra-contractual remedies, and provided valuation analyses in numerous commercial disputes.
)Professor Schoar is an expert in corporate finance, entrepreneurship, and organizational economics. Her research examines returns and capital flows in the venture capital industry, the financing of small- and medium-sized enterprises and startup firms in emerging markets, and the impact of corporate governance practices on firm performance. Professor Schoar has served as an expert witness in cases involving commercial litigation and financial services. She is co-chair of the Corporate Finance Program at the National Bureau of Economic Research 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 is the executive editor of The Journal of Finance and previously served as an associate editor of the American Economic Journal: Applied Economics, the Journal of Economic Perspectives, and the Journal of Financial Intermediation. Professor Schoar’s work has been featured in The Economist, the Financial Times, The New York Times, and The Wall Street Journal.
)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 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, Ben E. Keith, Andrews Distributing, Softspikes, Arcis Golf, and Reliant Rehabilitation. In Federal Trade Commission, et al. v. The Kroger Company, et al., Professor Fox analyzed the consequences for consumers of the parties’ divestiture plan, which involved the sale of hundreds of stores and distribution centers. He opined that many of the divested stores would not be able to succeed and, as a result, the divestiture would be insufficient to remedy the harm to consumers caused by the merger. 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, Quantitative Marketing and Economics, 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 industry conferences and trade association meetings.
)Dr. Sutcliffe's expertise is in the areas of strategic management and organization theory. Her research has been aimed at understanding how organizations and their members cope with uncertainty and unexpected events, and how complex organizations can be designed to be more reliable and resilient. Dr. Sutcliffe is a coauthor of Managing the Unexpected: Resilient Performance in an Age of Uncertainty (2007) and Medical Error: What Do We Know? What Do We Do? (2002). She has published her research on high-reliability organizations, organizational resilience, and safety culture in numerous management and health care journals, and she has presented her findings nationally and internationally. Dr. Sutcliffe has also consulted with private multinational companies in a variety of industries, and with nongovernmental organizations and government agencies. She was recently appointed by The National Academies to a research panel on workforce resilience that will study and provide recommendations to the US Department of Homeland Security. She has received multiple grants, including a 2010 award from the Robert Wood Johnson Foundation to conduct a study of the medicalization of patient safety. Dr. Sutcliffe has served on the editorial boards of several academic journals, including Organization Science, Academy of Management Journal, Organization Studies, and the International Public Management Journal.
)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.
)Dr. Chakraborty is an economist with an extensive background in economics, finance, accounting, and valuation. She has been retained both as an expert witness and as a consultant in a number of matters involving equity and fixed income securities, valuation, solvency, fraudulent conveyance, and economic damages. Dr. Chakraborty has conducted analyses in matters involving bankruptcy, mergers and acquisitions (M&A), tax and transfer pricing, international arbitrations, fraud, and theft of trade secrets and misappropriation. Her work has involved the development of financial and economic models, the evaluation of large datasets, and the application of statistical methods to a variety of complex problems. She has worked on matters involving companies in many industries, including financial services, energy, retail, and pharmaceuticals.
)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.
)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. 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.
)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 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.
)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.
)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 Weber is a deeply experienced technologist whose multidisciplinary research has focused on innovation in technology markets, intellectual property regimes, and the related behaviors of people, firms, and governments. His research, teaching, and advisory work centers on both private and public sector issues around information technology, software, cybersecurity, privacy, algorithms, and health care. Professor Weber has advised global technology companies, government agencies, and nonprofit organizations on strategy and risk analysis, using a diverse set of qualitative and quantitative methods fit to purpose. In litigation, Professor Weber has been retained on behalf of technology companies to analyze aspects of technological integration, including those involving data security and algorithms. He was the founder and faculty director for the UC Berkeley Center for Long-Term Cybersecurity, and his cybersecurity credentials enable him to supplement his experience in organizational governance issues with an understanding of the technical nature of security threats and responses. 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 a widely published author, whose 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.
)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 comparative-effectiveness research, 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, 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, the assessment of issues pertaining to the False Claims Act, and matters related to drug pricing. His work has resulted in numerous conference presentations and peer-reviewed publications in leading journals such as Nature Reviews Drug Discovery, Health Affairs, Alzheimer’s & Dementia, and Diabetes Care, as well as various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Forefront, STAT, and Law360. Dr. Kirson served on the board of the ISPOR Boston Regional Chapter, including a term as the Chapter President. He is also a member of the editorial board of the journal Pharmacoeconomics Open.
)Professor Yadav is an expert on the regulation of financial and securities markets and corporate bankruptcy. Her research interests in the area of financial market regulation, including market structure, exchange design, payments, and digital asset regulation. She has a deep understanding of trading ecosystems for traditional assets, such as equities, US Treasuries, and corporate bonds, as well as more innovative assets such as cryptocurrencies. For example, she has examined similarities and divergences between market design for more traditional financial assets and that of crypto-assets and blockchains. Professor Yadav’s research in the areas of corporate bankruptcy, distressed debt, and restructuring includes investigation into the use of leverage and risk management in cryptocurrency exchange environments as well as in more decentralized finance ecosystems. She has testified at deposition and before the US Senate’s Committee on Banking, Housing, and Urban Affairs on the topic of digital asset regulation. Professor Yadav is a member of Nasdaq’s Hearing Panel, and is a past member of the Commodities Futures Trading Commission’s Technology Advisory Committee, where she served as co-head of the Distributed Ledger Subcommittee and as a member of the Algorithmic Trading Subcommittee. Prior to joining Vanderbilt’s faculty, she was a legal counsel with the World Bank in its finance, private-sector development, and infrastructure unit, where she specialized in financial regulation and insolvency as well as creditor-debtor rights. Professor Yadav also worked for several years in the London and Paris offices of Clifford Chance LLP, where she was a key advisor to the European Payments Council in its work to establish the Single Euro Payments Area (SEPA) and its various cross-border payment schemes.
)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 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.
)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.
)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. 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 Mitzenmacher’s research interests include the design and analysis of algorithms and data structures, networks and data transmission, large language model systems, computer security, and information theory. He has consulted to technology companies and research laboratories, including Adverplex (Cogo Labs), Akamai, AT&T, Digital Fountain, eharmony, Fluent Mobile (Fiksu), Google, Huawei, ITA Software, JobSync, Microsoft, Mitsubishi Electric Research Laboratories, and Yahoo!. Professor Mitzenmacher has served as an expert witness in litigation involving software and intellectual property issues and has provided testimony in multiple trials. Professor Mitzenmacher has authored or coauthored more than 250 conference and journal publications on topics such as algorithms that incorporate machine learning predictions, algorithms for the Internet, efficient hash-based data structures, erasure and error-correcting codes, power laws, scheduling for large language model systems, and data 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. Professor Mitzenmacher’s research on privacy preserving keyword searches on remote encrypted data won the 2025 Applied Cryptography and Network Security Conference Test of Time Award. Prior to joining the Harvard faculty, he was a research scientist at Digital Equipment Corporation’s Systems Research Center, where he worked on topics such as web-based information retrieval, erasure and error-correcting codes, online algorithms, and load balancing.
)Arnold Barnett's research specialty is applied mathematical modeling generally focused on problems of health and safety. His early work on homicide was presented to President Ford at the White House, and his analysis of US casualties in Vietnam was, among other things, the subject of a column by William F. Buckley. He has received the President's Award and the Expository Writing Award from INFORMS (1996 and 2001, respectively) and the President's Citation from the Flight Safety Foundation (2002) for “truly outstanding contributions on behalf of safety.” He has written op-ed pieces for The New York Times, The Wall Street Journal, The Boston Globe, and USA Today. Ten times he has been honored for outstanding teaching by students at MIT's Sloan School of Management; in 1992, Business Week described him as the “best” Sloan School faculty member. Dr. Barnett has testified in many legal proceedings as a statistical expert and an aviation-safety expert.
)Mr. Giles is a financial economist focusing on valuation and financial analysis. He has worked extensively in international arbitration, including commercial 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 Wermers is an expert on the hedge fund, pension fund, and mutual fund industries. His research interests include investment fund performance measurement, the impact of mutual funds on stock markets, closed-end funds, empirical tests of the efficiency of stock markets, and the role of institutional investors in setting security prices. Professor Wermers’s research has created new methods of measuring and attributing the performance of investment fund managers. His work also addresses whether investment managers who actively manage portfolios can consistently outperform passively managed funds. Professor Wermers has served as an expert witness in numerous matters, including challenges to mutual fund fees (Sivolella v. AXA Equitable Life Insurance Company) and ERISA class action cases challenging the selection and retention of investment funds for defined-contribution plans (Pledger v. Reliance Trust Company, Ramos v. Banner Health, and Baird v. BlackRock Institutional Trust Company). In Ramos, the judge credited his testimony with supporting the reasonableness of the Fidelity Freedom funds. He has also consulted to asset management companies and US government agencies. Professor Wermers was appointed to and serves as a member of the US Securities and Exchange Commission’s Asset Management Advisory Committee, which was formed in 2019. He is coauthor of Performance Evaluation and Attribution of Security Portfolios, a scientific textbook on measuring portfolio manager performance.
)Dr. DerSarkissian’s expertise includes the application of epidemiologic methods to real-world evidence (RWE) generation in support of product registration, post-approval safety studies, and health economics and outcomes research (HEOR). She has served as an expert witness in litigation and has a wide range of experience in pharmacoepidemiology, biostatistics, and observational data analysis, including in studies on causal methods. Dr. DerSarkissian has provided regulatory and strategic consulting on drug and medical device registration and conducted RWE studies related to US Food and Drug Administration (FDA) and European Medicines Agency (EMA) submissions. She has conducted cost-effectiveness and comparative effectiveness studies; examined treatment patterns, drug adherence, health care resource utilization and costs, and clinical outcomes; assessed direct medical and indirect productivity costs of a disease burden; and assessed patient-reported quality of life and the humanistic burden of a disease. Dr. DerSarkissian has used data from electronic medical records, clinical trials, commercial insurance claims, patient surveys, and medical chart review studies in disease areas that include obesity; HIV/AIDS; cardiovascular diseases; schizophrenia; autoimmune, neurologic, and rare hereditary disorders; and many types of cancer. She has presented her research at conferences on epidemiology and health services, and published articles in a number of peer-reviewed journals. Dr. DerSarkissian is an adjunct assistant professor in the epidemiology department at the UCLA Fielding School of Public Health.
)Dr. Befurt is an expert in applying marketing research methods to litigation matters and strategic business problems. He specializes in developing survey experiments and choice modeling approaches in consumer surveys. He has served as an expert witness in survey and sampling matters, and has assisted academic affiliates in survey conceptualization, administration, and evaluation. Dr. Befurt’s many clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), the Office of the Attorney General of New York, Microsoft, Oracle, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, Cree Lighting, Research In Motion, and Nestlé. He has testified at numerous depositions and trials.
As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, trademark disputes, consumer disclosures, product liability, false advertising, brand reputation, and sampling. He has extensive experience developing experimental studies and usage surveys, as well as modeling consumer choice, including conducting and examining conjoint analyses. Dr. Befurt’s work also includes the evaluation and application of market research techniques in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex survey data, and created tools to allow clients to understand consumer preferences and market forces through market simulations. Dr. Befurt’s experience spans over two decades and includes numerous projects for automobile manufacturers in Europe and the US.
)Professor Yasuda is an applied financial economist whose research focuses on venture capital; private equity; impact funds; environmental, social, and governance (ESG) issues; social entrepreneurship; and long-horizon institutional investors. She is particularly interested in the intersection between the responsible investment movement and the private equity industry. In addition to coauthoring the book Venture Capital and the Finance of Innovation, Professor Yasuda has contributed several book chapters and presented widely at conferences. Her research has appeared in the Journal of Financial Economics, the Journal of Finance, and The Review of Financial Studies, and she has written on entrepreneurship, private equity, and venture capital for news publications such as The Wall Street Journal, The Economist, the Nikkei, the Financial Times, and The New York Times. Professor Yasuda serves as associate editor of The Review of Corporate Finance Studies, Accountability in a Sustainable World Quarterly, and the Journal of Financial Intermediation. Her pioneering 2021 article “Impact Investing” (published in the Journal of Financial Economics) won the Kellogg School of Management at Northwestern University’s Moskowitz Prize for outstanding research on sustainable and responsible investing and was a runner-up for the RAFI Best Paper Award for ESG-related research. Professor Yasuda is an advisory board member of the Bureau of Entrepreneurial Finance, which aims to advance and disseminate scientific research on venture financing. Before joining the faculty of UC Davis, she taught at The Wharton School of the University of Pennsylvania, and earlier in her career, she was a financial analyst at Goldman Sachs.
)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.
)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.
)Dr. Duh, Chief Epidemiologist at Analysis Group, specializes in real-world evidence (RWE) generation for product registration, post-approval safety studies, and health economics and outcomes research (HEOR) of pharmaceuticals, vaccines, and regenerative biotherapeutics. She has led over 50 projects for new molecular entity approvals and product label expansion applications to the US Food and Drug Administration (FDA) and European Medicines Agency (EMA), as well as health technology assessment (HTA) research for submissions to national payers such as the Centers for Medicare and Medicaid Services (CMS) in the US and the UK’s National Institute for Health and Care Excellence (NICE). Her extensive research has appeared in over 315 peer-reviewed publications.
Her work also extends to pharmaceutical liability litigation and securities fraud litigation related to adverse drug events that allegedly led to product recalls, market withdrawals, black box warnings, and FDA limited access programs.
Dr. Duh is an adjunct research associate in the Biostatistics department at the Harvard T.H. Chan School of Public Health. She served as a chairperson of drug safety and epidemiology for the Drug Information Association (DIA) and was an adjunct assistant professor of pharmacoeconomics and pharmacoepidemiology at Massachusetts College of Pharmacy and Allied Health Sciences. Dr. Duh was appointed to an expert panel convened by the Foundation for the National Institutes of Health’s (FNIH’s) Observational Medical Outcomes Partnership (OMOP). She has served as a peer reviewer for several journals, including PharmacoEconomics, the American Journal of Health-System Pharmacy, Chest, Pharmacoepidemiology and Drug Safety, the American Journal of Kidney Diseases, and Therapeutics and Clinical Risk Management. Dr. Duh is also an elected member of the American Society of Hematology (ASH) and a member of the American Society of Clinical Oncology (ASCO), the International Society of Pharmacoepidemiology (ISPE), and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
)Mr. Gissiner has more than four decades of diversified experience in the retirement plan industry. He is an expert in retirement plan design, compliance, administrative procedures, employee communications and investment education services, and fiduciary responsibility and oversight. Mr. Gissiner has consulted on these and other topics to hundreds of retirement plan sponsors over the course of his career, including various Fortune 500 companies, mutual fund and insurance companies, banks, health care providers, and institutions of higher learning. In addition, he has served as an expert witness in various litigation matters involving defined-contribution retirement plans.
At Orchard Hills Consulting, Mr. Gissiner currently consults on behalf of a number of clients on a wide range of retirement plain issues including (but not limited to) retirement plan administration and compliance consulting, fee benchmarking, assisting plan sponsors and committees in understanding and implementing administrative and recordkeeping fee arrangements, developing service provider requests for proposals, and reviewing modifications to existing plan features and provisions. Earlier in his career, he was a partner in the benefits consulting practice of Coopers & Lybrand. Later, he served as the West Region Managing Partner for retirement plan administrative outsourcing services at PriceWaterhouseCoopers.
)Dr. Bernard specializes in the application of microeconomics and statistics to a broad range of litigation matters, including in the areas of antitrust and finance. He has supported experts in cases related to antitrust liability, class certification, market definition, quantification of damages, and valuation. Dr. Bernard has also assisted with a range of expert reports, from industry analyses to quantitative and econometric assessments of liability and damages. His litigation experience spans a wide variety of industries, including agriculture, currency trading, energy, hospitality, industrial equipment, municipal bonds, pharmaceuticals, residential rentals, and telecommunications. Dr. Bernard has supported attorneys and experts in all phases of litigation, including pretrial discovery, expert reports, deposition, and trial.
)Professor Chevalier is an expert in industrial organization, finance, and competitive business strategy. She has provided expert testimony and been deposed in several major antitrust matters, including State of New York v. Intel Corporation, in which she assessed the business strategies of competitors in the semiconductor industry and evaluated market outcomes. An affiliate with Analysis Group, Professor Chevalier, supported by Analysis Group teams, recently served as an expert in litigation involving online search databases, and in several matters involving entertainment industry issues related to rights, prices, and competition. She has also assisted a number of major technology firms with analyses of competition and antitrust issues. Professor Chevalier's academic research focuses on the economics of electronic commerce, the interaction between firm capital structure and product market competition, and price seasonality and cyclicality. Her research has been featured in Slate magazine and on National Public Radio. Professor Chevalier is also an elected member of the American Academy of Arts and Sciences. She is a former member of the American Economic Association's (AEA) Executive Committee and a former board member of the organization's Committee on the Status of Women in the Economics Profession. In 1999, she won the first biennial Elaine Bennett prize, given by the AEA in recognition of research by a woman in any area of economics. Professor Chevalier is an active author. She has published articles in the American Economic Review; Journal of Industrial Economics; Journal of Business; Quarterly Journal of Economics; Journal of Finance; Journal of Law, Economics, and Organization; and Journal of Political Economy. She is a former coeditor of the Rand Journal of Economics and has served as a coeditor of the American Economic Review, editor of the B.E. Journal of Economic and Policy Analysis, advisory editor of Quantitative Marketing and Economics, and associate editor of numerous journals.
)Professor Whaley is a health economist who specializes in health care costs, pricing transparency, and market structure. He has examined health insurance markets, policies, payer-provider negotiations, telehealth use, medical claims data, insurance benefit design, and consumer incentives. Professor Whaley has testified at deposition on hospital markets and reimbursements in an arbitration matter. He has presented research results to state and federal policymakers, including the US Congress, the California State Assembly, the Texas House Select Committee on Health Care Reform, the Executive Office of the President, the Congressional Budget Office, and the Federal Trade Commission. His work has been published extensively in peer-reviewed journals, such as Health Economics, the Journal of Health Economics, the American Journal of Health Economics, the Review of Industrial Organization, and the AMA Journal of Ethics. His research has also been covered in media outlets such as The New York Times, The Wall Street Journal, Forbes, and CNN. Professor Whaley is the associate director of the Brown University Center for Advancing Health Policy through Research. Prior to joining the Brown University faculty, he was an economist at the RAND Corporation.
)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. Laliberté specializes in biostatistics and the economics of health outcomes research. He investigates multiple facets of health research, including safety, cost of illness, resource utilization, adherence to therapies, cost effectiveness, and treatment outcomes. Mr. Laliberté’s varied research has examined numerous forms of mental illnesses, respiratory diseases, cancer, cardiovascular diseases, and rare diseases. His expertise includes the retrospective database analysis of claims and electronic medical records, as well as clinical trial data analyses. He has implemented innovative data solutions such as Komodo Health, Mass General Brigham’s Research Patient Data Registry, and IQVIA to address clients’ research questions. Mr. Laliberté’s research has been presented at conferences of the American Heart Association (AHA) and the American Society of Clinical Oncology (ASCO), among others. He has published over 100 papers in medical journals, including CHEST, the American Journal of Hematology, and the Journal of Affective Disorders.
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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.
Dr. Yang is an expert in health economics and outcomes research (HEOR), with extensive experience in developing comprehensive HEOR strategies to support products throughout their entire life cycles. As part of her diverse portfolio of HEOR case work, she has developed robust launch strategies; generated real-world data (RWD); and created clinical, economic, and humanistic evidence to support product value propositions. Notably, Dr. Yang has led case teams in preparing submissions to health technology assessment (HTA) agencies across the world, including those in the UK, France, Germany, Norway, Australia, Canada, and Japan. She has also conducted numerous studies across various therapeutic areas – such as autoimmune diseases, infectious diseases, diabetes, blood disorders, oncology, women’s health, and rare diseases – and worked across diverse treatment paradigms, including one-time interventions involving cell and gene therapies, as well as recurrent treatment regimens. Dr. Yang’s work has been widely published in peer-reviewed journals and featured at health care conferences.
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.
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. Hibbard is an expert on economics, strategy, regulation, and policy in the electric and natural gas industries. He has a comprehensive background merging business development, technical analysis, resource planning and development modeling, economics, and public policy in the energy and environmental fields. Mr. Hibbard has provided technical and strategic advice to government, industry, business, public interest groups, and trade organizations on energy market structure, electric and natural gas infrastructure planning and siting, utility resource solicitation and procurement, emission allocation and environmental policy, renewable resource program design and administration, transmission pricing, climate change policy, utility ratemaking practices, and the transfer of US federal and state emission control programs to other countries.
Prior to joining Analysis Group, Mr. Hibbard was chairman of the Massachusetts Department of Public Utilities. During his tenure, he carried out a forward-looking ratemaking and policy agenda to advance energy efficiency and renewable resources, coordinate regional efforts in the development of energy resources and associated infrastructure, and promote the administration of fair and efficient transmission pricing models in regional and national contexts. He also has provided testimony on resource planning, competitive electricity markets, and transmission pricing in hearings before committees of the Massachusetts legislature and the US House of Representatives, the Federal Energy Regulatory Commission (FERC), and state and regional planning councils. Mr. Hibbard has also served as a member of many energy-related boards and committees.
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.
Dr. Pearlson is an expert in cybersecurity whose research spans management information systems, business strategy, and organizational design, as well as the development of a culture of cybersecurity to support the mitigation of cyber breaches. She also has experience in information management topics such as information systems leadership responsibilities, reengineering of business process design, and reasonable information protection practices. Dr. Pearlson has testified in litigation. She has also consulted to chief executives at established companies and startups on information technology (IT) strategy, and has led IT leadership development programs. Dr. Pearlson is a founder and managing partner of KP Partners, an advisory and executive education firm for chief information officers (CIOs), chief analytics officers (CAOs), and chief information security officers (CISOs). She is also founder and executive director of the Executive Networks IT Leaders Forum, and the founding director of the Analytics Leadership Consortium at the International Institute of Analytics. Dr. Pearlson is coauthor of Managing and Using Information: A Strategic Approach and Zero Time: Providing Instant Customer Value – Every Time, All the Time! She is a frequent guest speaker and has held positions in academia and industry, including at Babson College, The University of Texas at Austin, the Gartner Research Board, CSC Index, and AT&T.
Mr. Weinstein specializes in the application of quantitative methods to real-world problems involving decision making, strategy, risk management, and litigation in a variety of sectors. His work in the health care sector includes building algorithms for real-time suspicious order monitoring of controlled substance distribution by manufacturers and wholesalers, as well as statistical assessments of controlled substance dispensing issues at the pharmacy and prescriber levels. He has also led the creation of flexible damages models for use in litigation matters involving the False Claims Act, the Anti-Kickback Statute, intellectual property, and controlled substance regulation. He has served as an expert witness, testifying in administrative proceedings before the Drug Enforcement Administration (DEA).
Mr. Weinstein has managed the analysis of large transaction-level and claims databases. He also has broad experience supporting leading academic experts, working with cross-functional client teams, and presenting analytical results to top executives and government officials, including those at the DEA, US Attorneys’ Offices, and state attorneys general. In his work at Analysis Group, Mr. Weinstein builds on his prior experience, which includes contributing to economics research on 401(k) savings behavior, forecasting consumer demand at Zipcar, and advising foundations and government agencies on how to track and interpret data.
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.
Ms. Stamm specializes in the application of finance and accounting to problems in complex business litigation. She has testified on damages arising out of general commercial disputes and intellectual property matters and provided consulting expertise, including assistance with pretrial discovery, development of economic and financial models to analyze damages, critique of analyses of opposing experts, and preparation of expert reports and testimony. She has also conducted analyses relating to the valuation of financial instruments, valuation of private companies, and lost profits. In non-litigation matters, Ms. Stamm has assisted numerous businesses in varied industries with the development of business plans and financial projections, often through the use of complex integrated financial models. Ms. Stamm is a certified public accountant and a member of the Massachusetts Society of Certified Public Accountants, where she has served on the litigation support committee. She is also a frequent speaker at conferences and seminars on topics related to securities and intellectual property litigation, and has published articles on valuation and patent damages.
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.
Dr. Yang specializes in health economics and outcomes research (HEOR). She works closely with pharmaceutical, biotech, and device companies to develop HEOR strategies and to generate evidence throughout the product life cycle for value proposition. Dr. Yang designs and conducts studies from pipeline product development through product launch, post-market research, and biosimilar evaluation. She has extensive experience with clinical trial data, health insurance claims databases, electronic medical records, medical charts, primary surveys (including cross-sectional and prospective longitudinal cohort research), and qualitative research for evidence generation, with conventional and innovative methodologies.
Dr. Yang is an expert in clinical outcome assessments – such as patient-reported outcomes (PROs) and clinician-reported outcomes (ClinROs) – as well as health preference research. She has supported the development and validation of multiple PROs and ClinROs, generated evidence for regulatory submissions, and supported real-world evidence (RWE) strategies. A frequent collaborator with academic experts and clinical key opinion leaders, Dr. Yang’s research has been published in many peer-reviewed journals and presented at numerous clinical and economic research conferences. Dr. Yang is a licensed oncology surgeon in China and an adjunct assistant professor at The University of Texas at Austin College of Pharmacy. Prior to joining Analysis Group, she was a senior scientist at QualityMetric.
Dr. White specializes in health care, transfer pricing and valuation, and general commercial litigation. He combines his expertise in applied microeconomics, statistics, and econometrics with nearly 25 years of experience with client engagements. A diverse range of clients have retained Dr. White to assist in all stages of the litigation cycle – including advising on discovery issues, expert report preparation, and preparation for deposition and trial. He has worked on general commercial litigation matters such as allegations of false advertising and breach of contract, investigations into alleged off-label promotion of prescription drugs, and the economic impact of generic drug entry/substitution. Additionally, he has also analyzed economic issues relevant to class certification and quantification of damages.
Dr. White has managed numerous commercial litigation matters, supporting academic and industry specialists with expertise in industrial organization, statistics, health economics, and marketing. His tax and transfer pricing work has evaluated the arm’s length nature of pricing in intercompany transactions, and the estimation of useful economic lives for various tangible and intangible assets. In addition to his litigation work, Dr. White’s health economics engagements have included the development of empirical models for evaluating factors to help identify patients at risk of prescription opioid abuse, as well as the estimation of societal economic costs of prescription opioid abuse.
An active researcher, Dr. White’s publications have focused on specific health economics issues, such as the economics of prescription opioid abuse and the evaluation of the impact of biosimilar approval on the litigation landscape. He has presented and participated in a number of industry conferences. Dr. White is an adjunct faculty member in the Department of Economics at Northeastern University, where he teaches courses on applied microeconomics and applied econometrics.
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.
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. Arcelus specializes in analyses of complex problems in business litigation from technology, economic, and financial perspectives. Her litigation experience includes all aspects of diverse litigation matters. Ms. Arcelus frequently works with an extensive network of experts from leading universities, as well as distinguished industry experts, to apply innovative and established techniques to her engagements.
In more than three decades at Analysis Group, she has managed high-profile litigation projects across a variety of areas, including antitrust and competition, intellectual property, data protection and privacy, technology, cybersecurity, biometric data, algorithm use, regulatory compliance, impact of misleading information technology, and contract disputes. Her work often involves leading companies in technology-intensive industries such as digital platforms, biotech, engineer systems, computer hardware, and software. Ms. Arcelus has worked on cases in the US, Canada, Latin America, and Europe.
Ms. Arcelus has also worked on securities class action cases involving institutional responsibility and investor knowledge; energy litigation projects involving contract and price disputes; labor litigation involving no-poach agreements; and health care consulting projects involving the statistical modeling of clinical outcomes, pharmacoeconomic analyses, and strategic financial analyses.
Dr. Tsai is a surgeon and health policy expert, with a particular focus on improving the cost and quality of health care delivery in the US. His research spans questions related to hospital mergers, hospital governance and management, site of care optimization, value-based care payment models, and population health outcomes. Dr. Tsai’s clinical expertise is in surgical quality improvement and minimally invasive laparoscopic/robotic gastrointestinal and bariatric surgery. Additionally, he co-directs the Healthcare Quality and Outcomes Lab at the Harvard Chan School. From 2022 to 2023, Dr. Tsai served as senior policy advisor and Testing and Treatment Coordinator for the White House COVID-19 Response Team. In the latter position, he led federal testing and diagnostics initiatives and policies, including the COVIDtests.gov program and the national Test to Treat initiative. He has also been the director of Clinical Care Redesign at Brigham and Women’s Hospital, where he designed and implemented home hospital and other clinical innovation models for surgical patients. From 2014 to 2015, Dr. Tsai was the senior advisor to the Assistant Secretary for Planning and Evaluation in the US Department of Health and Human Services. He has also served as a technical expert or advisory committee member to the Centers for Medicare & Medicaid Services (CMS), the Health Resources and Services Administration (HRSA), and the Centers for Disease Control and Prevention (CDC). Dr. Tsai’s research has been published in numerous journals, including The New England Journal of Medicine, JAMA, PNAS, Nature Communications, Health Affairs, and the Annals of Surgery.
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. McWilliams’s research spans questions related to health care spending, quality, and access, with the goal of informing policies and systems that support efficiency and equity in health care. His work has focused on the design and effects of payment systems, the organization and quality of health care delivery, physician agency, the effects of health insurance coverage, and quasi-experimental methods for causal inference in observational research. Dr. McWilliams is a principal investigator of a large program project (P01) on Medicare, funded by the National Institute on Aging. His research has earned numerous honors, including the HSR Impact Award and Alice S. Hersh New Investigator Award from AcademyHealth, the Outstanding Junior Investigator of the Year Award from the Society of General Internal Medicine (SGIM), and distinctions for specific papers from SGIM, the National Institute for Health Care Management Foundation, Health Affairs, AcademyHealth, and NEJM Catalyst. Dr. McWilliams is an elected member of the National Academy of Medicine and The American Society for Clinical Investigation. He also serves as a senior advisor to the Center for Medicare and Medicaid Innovation, a member of the board of directors for the Institute for Accountable Care, an associate editor for JAMA Internal Medicine, and a member of the editorial boards for Health Services Research and The American Journal of Managed Care.
Professor Starks is an expert in finance, investment management practices, capital markets, and environmental, social, and governance (ESG). Her current research focuses on ESG issues, including climate finance and board diversity, as well as the links between molecular genetics and financial decisions. Professor Starks has served as an expert witness in federal courts on behalf of Wells Fargo, Merrill Lynch Asset Management, Vesta Insurance, and DuPont. Her research on finance issues has been published widely, and she is the editor of the Financial Management Association Survey and Synthesis Series of books, a former editor of The Review of Financial Studies, and a former advisory editor of Financial Analysts Journal and Financial Management. Professor Starks received the Moskowitz Prize for Outstanding Research in Sustainable Finance for “Corporate ESG Profiles and Investor Horizons.” She is a research associate at the National Bureau of Economics Research, a research member of the European Corporate Governance Institute, and a senior fellow at the Asian Bureau of Financial and Economic Research. Professor Starks has served as president of the Society of Financial Studies, the Western Finance Association, the Financial Management Association, and the American Finance Association. She has served on mutual fund boards of directors, pension fund advisory committees, the board of governors of the Investment Company Institute, the governing council of the Independent Directors Council, and advisory committees of the Norwegian Government Pension Fund.
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.
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.
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 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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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.
Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation in commercial disputes, mass arbitration proceedings, and regulatory investigations. Her work regularly involves critical examination of theories of liability, development of models to quantify damages, and both quantitative and qualitative analyses in response to allegations of negligence or punitive damages. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies.
A particular focus of Ms. Comeaux’s work is mass arbitrations, including those related to allegations of false advertising, privacy violations, and data breaches. In these matters, she has used her expertise analyzing large, complex datasets to determine the merits of plaintiffs’ claims, the nature and extent of the alleged harm, and the quantification of damages, and to provide support for arbitration proceedings and settlement negotiations.
Ms. Comeaux has also consulted to clients on damages issues through all phases of the litigation process, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has supported a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. She also has expertise in organizational assessments that address theories of liability in the context of a wide range of commercial disputes and regulatory investigations, including allegations that organizations prioritized “profits over safety” and that organizations knew about or should have foreseen an outcome before it occurred.
Ms. Comeaux also has an active pro bono practice focused on housing for the homeless.
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.
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.
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.
Mr. Yenikomshian specializes in technology, data analysis, and economic modeling, and has consulted on technical, economic, and strategic issues to companies in a variety of industries, including computer software and technology, cybersecurity, blockchain and cryptocurrency, pharmaceuticals, and medical insurance. He has extensive experience analyzing technical issues, such as those relating to software and internet technologies, and translating them to a lay audience. Mr. Yenikomshian has analyzed the flows of data from user devices to third-party service providers such as analytics and advertising companies. He testified on behalf of the US Department of Justice in its criminal indictment of Jitesh Thakkar, who allegedly designed and sold a software program that assisted a commodities trader who was engaged in spoofing. In this matter, Mr. Yenikomshian’s role was to determine whether the software program that Thakkar produced operated the way that the trader’s requirements document had specified. He provided a detailed demonstration of how the requirements for the order types were translated into a software program by walking the court through the actual lines of code that implemented the requirements. Mr. Yenikomshian has also conducted numerous other software code reviews in a range of matters. In addition, he has 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 Biotechnology, Healthcare Technology, and Medical Devices Committee. Previously, he served 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, Mr. Yenikomshian was a partner in a software development and staffing technology firm.
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.
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.
Mr. Hutchings’ economics expertise spans a wide array of topics, including tax and transfer pricing, securities and finance, valuation and damages, and antitrust. Deeply experienced in litigation, international arbitration, and investigations, he has led case teams, conducted economic and financial analyses, estimated damages and liability, and performed valuation analyses in complex matters across many jurisdictions, including the US, Canada, the UK, the EU, Latin America, and Australia.
In tax controversy and transfer pricing matters, he has assisted expert witnesses and attorneys for both taxpayers and taxing authorities in jurisdictions around the world. Mr. Hutchings has analyzed intercompany financings for both debt/equity characterization and debt pricing questions, valued closely held corporations, studied issues of cost allocations between related parties, and assessed arm’s-length pricing in a variety of contexts. For example, he has worked with financial institutions on allocating losses amongst subsidiaries, studied the sources of value for consumer packaged goods, priced related party transactions for pharmaceutical products, and worked with medical device manufacturers on transfer pricing between related parties. Mr. Hutchings has provided expert reports on tax dispute and transfer pricing issues for both planning and litigation. He has also applied transfer pricing principles in non-tax disputes such as assessing fairness in corporate transactions between related parties.
In antitrust and competition matters, Mr. Hutchings has analyzed anticompetitive effects, evaluated potential remedies, examined the economics of platform markets, and assisted in the preparation of analysis and testimony before courts and government regulators, such as the US Federal Trade Commission (FTC).
In addition, he has quantified harms and foregone benefits, and valued natural resources and treaty entitlements, in several disputes between Canadian First Nations and the Crown, both testifying at trial and consulting to reach pre-dispute resolutions. He has also quantified damages arising from tortious interference, breach of contract, and other contractual and extra-contractual remedies, and provided valuation analyses in numerous commercial disputes.
Professor Schoar is an expert in corporate finance, entrepreneurship, and organizational economics. Her research examines returns and capital flows in the venture capital industry, the financing of small- and medium-sized enterprises and startup firms in emerging markets, and the impact of corporate governance practices on firm performance. Professor Schoar has served as an expert witness in cases involving commercial litigation and financial services. She is co-chair of the Corporate Finance Program at the National Bureau of Economic Research 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 is the executive editor of The Journal of Finance and previously served as an associate editor of the American Economic Journal: Applied Economics, the Journal of Economic Perspectives, and the Journal of Financial Intermediation. Professor Schoar’s work has been featured in The Economist, the Financial Times, The New York Times, and The Wall Street Journal.
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 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, Ben E. Keith, Andrews Distributing, Softspikes, Arcis Golf, and Reliant Rehabilitation. In Federal Trade Commission, et al. v. The Kroger Company, et al., Professor Fox analyzed the consequences for consumers of the parties’ divestiture plan, which involved the sale of hundreds of stores and distribution centers. He opined that many of the divested stores would not be able to succeed and, as a result, the divestiture would be insufficient to remedy the harm to consumers caused by the merger. 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, Quantitative Marketing and Economics, 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 industry conferences and trade association meetings.
Dr. Sutcliffe's expertise is in the areas of strategic management and organization theory. Her research has been aimed at understanding how organizations and their members cope with uncertainty and unexpected events, and how complex organizations can be designed to be more reliable and resilient. Dr. Sutcliffe is a coauthor of Managing the Unexpected: Resilient Performance in an Age of Uncertainty (2007) and Medical Error: What Do We Know? What Do We Do? (2002). She has published her research on high-reliability organizations, organizational resilience, and safety culture in numerous management and health care journals, and she has presented her findings nationally and internationally. Dr. Sutcliffe has also consulted with private multinational companies in a variety of industries, and with nongovernmental organizations and government agencies. She was recently appointed by The National Academies to a research panel on workforce resilience that will study and provide recommendations to the US Department of Homeland Security. She has received multiple grants, including a 2010 award from the Robert Wood Johnson Foundation to conduct a study of the medicalization of patient safety. Dr. Sutcliffe has served on the editorial boards of several academic journals, including Organization Science, Academy of Management Journal, Organization Studies, and the International Public Management Journal.
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.
Dr. Chakraborty is an economist with an extensive background in economics, finance, accounting, and valuation. She has been retained both as an expert witness and as a consultant in a number of matters involving equity and fixed income securities, valuation, solvency, fraudulent conveyance, and economic damages. Dr. Chakraborty has conducted analyses in matters involving bankruptcy, mergers and acquisitions (M&A), tax and transfer pricing, international arbitrations, fraud, and theft of trade secrets and misappropriation. Her work has involved the development of financial and economic models, the evaluation of large datasets, and the application of statistical methods to a variety of complex problems. She has worked on matters involving companies in many industries, including financial services, energy, retail, and pharmaceuticals.
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.
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. 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.
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 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.
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.
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 Weber is a deeply experienced technologist whose multidisciplinary research has focused on innovation in technology markets, intellectual property regimes, and the related behaviors of people, firms, and governments. His research, teaching, and advisory work centers on both private and public sector issues around information technology, software, cybersecurity, privacy, algorithms, and health care. Professor Weber has advised global technology companies, government agencies, and nonprofit organizations on strategy and risk analysis, using a diverse set of qualitative and quantitative methods fit to purpose. In litigation, Professor Weber has been retained on behalf of technology companies to analyze aspects of technological integration, including those involving data security and algorithms. He was the founder and faculty director for the UC Berkeley Center for Long-Term Cybersecurity, and his cybersecurity credentials enable him to supplement his experience in organizational governance issues with an understanding of the technical nature of security threats and responses. 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 a widely published author, whose 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.
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 comparative-effectiveness research, 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, 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, the assessment of issues pertaining to the False Claims Act, and matters related to drug pricing. His work has resulted in numerous conference presentations and peer-reviewed publications in leading journals such as Nature Reviews Drug Discovery, Health Affairs, Alzheimer’s & Dementia, and Diabetes Care, as well as various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Forefront, STAT, and Law360. Dr. Kirson served on the board of the ISPOR Boston Regional Chapter, including a term as the Chapter President. He is also a member of the editorial board of the journal Pharmacoeconomics Open.
Professor Yadav is an expert on the regulation of financial and securities markets and corporate bankruptcy. Her research interests in the area of financial market regulation, including market structure, exchange design, payments, and digital asset regulation. She has a deep understanding of trading ecosystems for traditional assets, such as equities, US Treasuries, and corporate bonds, as well as more innovative assets such as cryptocurrencies. For example, she has examined similarities and divergences between market design for more traditional financial assets and that of crypto-assets and blockchains. Professor Yadav’s research in the areas of corporate bankruptcy, distressed debt, and restructuring includes investigation into the use of leverage and risk management in cryptocurrency exchange environments as well as in more decentralized finance ecosystems. She has testified at deposition and before the US Senate’s Committee on Banking, Housing, and Urban Affairs on the topic of digital asset regulation. Professor Yadav is a member of Nasdaq’s Hearing Panel, and is a past member of the Commodities Futures Trading Commission’s Technology Advisory Committee, where she served as co-head of the Distributed Ledger Subcommittee and as a member of the Algorithmic Trading Subcommittee. Prior to joining Vanderbilt’s faculty, she was a legal counsel with the World Bank in its finance, private-sector development, and infrastructure unit, where she specialized in financial regulation and insolvency as well as creditor-debtor rights. Professor Yadav also worked for several years in the London and Paris offices of Clifford Chance LLP, where she was a key advisor to the European Payments Council in its work to establish the Single Euro Payments Area (SEPA) and its various cross-border payment schemes.
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 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.
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.
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. 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 Mitzenmacher’s research interests include the design and analysis of algorithms and data structures, networks and data transmission, large language model systems, computer security, and information theory. He has consulted to technology companies and research laboratories, including Adverplex (Cogo Labs), Akamai, AT&T, Digital Fountain, eharmony, Fluent Mobile (Fiksu), Google, Huawei, ITA Software, JobSync, Microsoft, Mitsubishi Electric Research Laboratories, and Yahoo!. Professor Mitzenmacher has served as an expert witness in litigation involving software and intellectual property issues and has provided testimony in multiple trials. Professor Mitzenmacher has authored or coauthored more than 250 conference and journal publications on topics such as algorithms that incorporate machine learning predictions, algorithms for the Internet, efficient hash-based data structures, erasure and error-correcting codes, power laws, scheduling for large language model systems, and data 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. Professor Mitzenmacher’s research on privacy preserving keyword searches on remote encrypted data won the 2025 Applied Cryptography and Network Security Conference Test of Time Award. Prior to joining the Harvard faculty, he was a research scientist at Digital Equipment Corporation’s Systems Research Center, where he worked on topics such as web-based information retrieval, erasure and error-correcting codes, online algorithms, and load balancing.
Arnold Barnett's research specialty is applied mathematical modeling generally focused on problems of health and safety. His early work on homicide was presented to President Ford at the White House, and his analysis of US casualties in Vietnam was, among other things, the subject of a column by William F. Buckley. He has received the President's Award and the Expository Writing Award from INFORMS (1996 and 2001, respectively) and the President's Citation from the Flight Safety Foundation (2002) for “truly outstanding contributions on behalf of safety.” He has written op-ed pieces for The New York Times, The Wall Street Journal, The Boston Globe, and USA Today. Ten times he has been honored for outstanding teaching by students at MIT's Sloan School of Management; in 1992, Business Week described him as the “best” Sloan School faculty member. Dr. Barnett has testified in many legal proceedings as a statistical expert and an aviation-safety expert.
Mr. Giles is a financial economist focusing on valuation and financial analysis. He has worked extensively in international arbitration, including commercial 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 Wermers is an expert on the hedge fund, pension fund, and mutual fund industries. His research interests include investment fund performance measurement, the impact of mutual funds on stock markets, closed-end funds, empirical tests of the efficiency of stock markets, and the role of institutional investors in setting security prices. Professor Wermers’s research has created new methods of measuring and attributing the performance of investment fund managers. His work also addresses whether investment managers who actively manage portfolios can consistently outperform passively managed funds. Professor Wermers has served as an expert witness in numerous matters, including challenges to mutual fund fees (Sivolella v. AXA Equitable Life Insurance Company) and ERISA class action cases challenging the selection and retention of investment funds for defined-contribution plans (Pledger v. Reliance Trust Company, Ramos v. Banner Health, and Baird v. BlackRock Institutional Trust Company). In Ramos, the judge credited his testimony with supporting the reasonableness of the Fidelity Freedom funds. He has also consulted to asset management companies and US government agencies. Professor Wermers was appointed to and serves as a member of the US Securities and Exchange Commission’s Asset Management Advisory Committee, which was formed in 2019. He is coauthor of Performance Evaluation and Attribution of Security Portfolios, a scientific textbook on measuring portfolio manager performance.
Dr. DerSarkissian’s expertise includes the application of epidemiologic methods to real-world evidence (RWE) generation in support of product registration, post-approval safety studies, and health economics and outcomes research (HEOR). She has served as an expert witness in litigation and has a wide range of experience in pharmacoepidemiology, biostatistics, and observational data analysis, including in studies on causal methods. Dr. DerSarkissian has provided regulatory and strategic consulting on drug and medical device registration and conducted RWE studies related to US Food and Drug Administration (FDA) and European Medicines Agency (EMA) submissions. She has conducted cost-effectiveness and comparative effectiveness studies; examined treatment patterns, drug adherence, health care resource utilization and costs, and clinical outcomes; assessed direct medical and indirect productivity costs of a disease burden; and assessed patient-reported quality of life and the humanistic burden of a disease. Dr. DerSarkissian has used data from electronic medical records, clinical trials, commercial insurance claims, patient surveys, and medical chart review studies in disease areas that include obesity; HIV/AIDS; cardiovascular diseases; schizophrenia; autoimmune, neurologic, and rare hereditary disorders; and many types of cancer. She has presented her research at conferences on epidemiology and health services, and published articles in a number of peer-reviewed journals. Dr. DerSarkissian is an adjunct assistant professor in the epidemiology department at the UCLA Fielding School of Public Health.
Dr. Befurt is an expert in applying marketing research methods to litigation matters and strategic business problems. He specializes in developing survey experiments and choice modeling approaches in consumer surveys. He has served as an expert witness in survey and sampling matters, and has assisted academic affiliates in survey conceptualization, administration, and evaluation. Dr. Befurt’s many clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), the Office of the Attorney General of New York, Microsoft, Oracle, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, Cree Lighting, Research In Motion, and Nestlé. He has testified at numerous depositions and trials.
As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, trademark disputes, consumer disclosures, product liability, false advertising, brand reputation, and sampling. He has extensive experience developing experimental studies and usage surveys, as well as modeling consumer choice, including conducting and examining conjoint analyses. Dr. Befurt’s work also includes the evaluation and application of market research techniques in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex survey data, and created tools to allow clients to understand consumer preferences and market forces through market simulations. Dr. Befurt’s experience spans over two decades and includes numerous projects for automobile manufacturers in Europe and the US.
Professor Yasuda is an applied financial economist whose research focuses on venture capital; private equity; impact funds; environmental, social, and governance (ESG) issues; social entrepreneurship; and long-horizon institutional investors. She is particularly interested in the intersection between the responsible investment movement and the private equity industry. In addition to coauthoring the book Venture Capital and the Finance of Innovation, Professor Yasuda has contributed several book chapters and presented widely at conferences. Her research has appeared in the Journal of Financial Economics, the Journal of Finance, and The Review of Financial Studies, and she has written on entrepreneurship, private equity, and venture capital for news publications such as The Wall Street Journal, The Economist, the Nikkei, the Financial Times, and The New York Times. Professor Yasuda serves as associate editor of The Review of Corporate Finance Studies, Accountability in a Sustainable World Quarterly, and the Journal of Financial Intermediation. Her pioneering 2021 article “Impact Investing” (published in the Journal of Financial Economics) won the Kellogg School of Management at Northwestern University’s Moskowitz Prize for outstanding research on sustainable and responsible investing and was a runner-up for the RAFI Best Paper Award for ESG-related research. Professor Yasuda is an advisory board member of the Bureau of Entrepreneurial Finance, which aims to advance and disseminate scientific research on venture financing. Before joining the faculty of UC Davis, she taught at The Wharton School of the University of Pennsylvania, and earlier in her career, she was a financial analyst at Goldman Sachs.
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.
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.
Dr. Duh, Chief Epidemiologist at Analysis Group, specializes in real-world evidence (RWE) generation for product registration, post-approval safety studies, and health economics and outcomes research (HEOR) of pharmaceuticals, vaccines, and regenerative biotherapeutics. She has led over 50 projects for new molecular entity approvals and product label expansion applications to the US Food and Drug Administration (FDA) and European Medicines Agency (EMA), as well as health technology assessment (HTA) research for submissions to national payers such as the Centers for Medicare and Medicaid Services (CMS) in the US and the UK’s National Institute for Health and Care Excellence (NICE). Her extensive research has appeared in over 315 peer-reviewed publications.
Her work also extends to pharmaceutical liability litigation and securities fraud litigation related to adverse drug events that allegedly led to product recalls, market withdrawals, black box warnings, and FDA limited access programs.
Dr. Duh is an adjunct research associate in the Biostatistics department at the Harvard T.H. Chan School of Public Health. She served as a chairperson of drug safety and epidemiology for the Drug Information Association (DIA) and was an adjunct assistant professor of pharmacoeconomics and pharmacoepidemiology at Massachusetts College of Pharmacy and Allied Health Sciences. Dr. Duh was appointed to an expert panel convened by the Foundation for the National Institutes of Health’s (FNIH’s) Observational Medical Outcomes Partnership (OMOP). She has served as a peer reviewer for several journals, including PharmacoEconomics, the American Journal of Health-System Pharmacy, Chest, Pharmacoepidemiology and Drug Safety, the American Journal of Kidney Diseases, and Therapeutics and Clinical Risk Management. Dr. Duh is also an elected member of the American Society of Hematology (ASH) and a member of the American Society of Clinical Oncology (ASCO), the International Society of Pharmacoepidemiology (ISPE), and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
Mr. Gissiner has more than four decades of diversified experience in the retirement plan industry. He is an expert in retirement plan design, compliance, administrative procedures, employee communications and investment education services, and fiduciary responsibility and oversight. Mr. Gissiner has consulted on these and other topics to hundreds of retirement plan sponsors over the course of his career, including various Fortune 500 companies, mutual fund and insurance companies, banks, health care providers, and institutions of higher learning. In addition, he has served as an expert witness in various litigation matters involving defined-contribution retirement plans.
At Orchard Hills Consulting, Mr. Gissiner currently consults on behalf of a number of clients on a wide range of retirement plain issues including (but not limited to) retirement plan administration and compliance consulting, fee benchmarking, assisting plan sponsors and committees in understanding and implementing administrative and recordkeeping fee arrangements, developing service provider requests for proposals, and reviewing modifications to existing plan features and provisions. Earlier in his career, he was a partner in the benefits consulting practice of Coopers & Lybrand. Later, he served as the West Region Managing Partner for retirement plan administrative outsourcing services at PriceWaterhouseCoopers.
Dr. Bernard specializes in the application of microeconomics and statistics to a broad range of litigation matters, including in the areas of antitrust and finance. He has supported experts in cases related to antitrust liability, class certification, market definition, quantification of damages, and valuation. Dr. Bernard has also assisted with a range of expert reports, from industry analyses to quantitative and econometric assessments of liability and damages. His litigation experience spans a wide variety of industries, including agriculture, currency trading, energy, hospitality, industrial equipment, municipal bonds, pharmaceuticals, residential rentals, and telecommunications. Dr. Bernard has supported attorneys and experts in all phases of litigation, including pretrial discovery, expert reports, deposition, and trial.
Professor Chevalier is an expert in industrial organization, finance, and competitive business strategy. She has provided expert testimony and been deposed in several major antitrust matters, including State of New York v. Intel Corporation, in which she assessed the business strategies of competitors in the semiconductor industry and evaluated market outcomes. An affiliate with Analysis Group, Professor Chevalier, supported by Analysis Group teams, recently served as an expert in litigation involving online search databases, and in several matters involving entertainment industry issues related to rights, prices, and competition. She has also assisted a number of major technology firms with analyses of competition and antitrust issues. Professor Chevalier's academic research focuses on the economics of electronic commerce, the interaction between firm capital structure and product market competition, and price seasonality and cyclicality. Her research has been featured in Slate magazine and on National Public Radio. Professor Chevalier is also an elected member of the American Academy of Arts and Sciences. She is a former member of the American Economic Association's (AEA) Executive Committee and a former board member of the organization's Committee on the Status of Women in the Economics Profession. In 1999, she won the first biennial Elaine Bennett prize, given by the AEA in recognition of research by a woman in any area of economics. Professor Chevalier is an active author. She has published articles in the American Economic Review; Journal of Industrial Economics; Journal of Business; Quarterly Journal of Economics; Journal of Finance; Journal of Law, Economics, and Organization; and Journal of Political Economy. She is a former coeditor of the Rand Journal of Economics and has served as a coeditor of the American Economic Review, editor of the B.E. Journal of Economic and Policy Analysis, advisory editor of Quantitative Marketing and Economics, and associate editor of numerous journals.
Professor Whaley is a health economist who specializes in health care costs, pricing transparency, and market structure. He has examined health insurance markets, policies, payer-provider negotiations, telehealth use, medical claims data, insurance benefit design, and consumer incentives. Professor Whaley has testified at deposition on hospital markets and reimbursements in an arbitration matter. He has presented research results to state and federal policymakers, including the US Congress, the California State Assembly, the Texas House Select Committee on Health Care Reform, the Executive Office of the President, the Congressional Budget Office, and the Federal Trade Commission. His work has been published extensively in peer-reviewed journals, such as Health Economics, the Journal of Health Economics, the American Journal of Health Economics, the Review of Industrial Organization, and the AMA Journal of Ethics. His research has also been covered in media outlets such as The New York Times, The Wall Street Journal, Forbes, and CNN. Professor Whaley is the associate director of the Brown University Center for Advancing Health Policy through Research. Prior to joining the Brown University faculty, he was an economist at the RAND Corporation.
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. Laliberté specializes in biostatistics and the economics of health outcomes research. He investigates multiple facets of health research, including safety, cost of illness, resource utilization, adherence to therapies, cost effectiveness, and treatment outcomes. Mr. Laliberté’s varied research has examined numerous forms of mental illnesses, respiratory diseases, cancer, cardiovascular diseases, and rare diseases. His expertise includes the retrospective database analysis of claims and electronic medical records, as well as clinical trial data analyses. He has implemented innovative data solutions such as Komodo Health, Mass General Brigham’s Research Patient Data Registry, and IQVIA to address clients’ research questions. Mr. Laliberté’s research has been presented at conferences of the American Heart Association (AHA) and the American Society of Clinical Oncology (ASCO), among others. He has published over 100 papers in medical journals, including CHEST, the American Journal of Hematology, and the Journal of Affective Disorders.
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.
Dr. Yang is an expert in health economics and outcomes research (HEOR), with extensive experience in developing comprehensive HEOR strategies to support products throughout their entire life cycles. As part of her diverse portfolio of HEOR case work, she has developed robust launch strategies; generated real-world data (RWD); and created clinical, economic, and humanistic evidence to support product value propositions. Notably, Dr. Yang has led case teams in preparing submissions to health technology assessment (HTA) agencies across the world, including those in the UK, France, Germany, Norway, Australia, Canada, and Japan. She has also conducted numerous studies across various therapeutic areas – such as autoimmune diseases, infectious diseases, diabetes, blood disorders, oncology, women’s health, and rare diseases – and worked across diverse treatment paradigms, including one-time interventions involving cell and gene therapies, as well as recurrent treatment regimens. Dr. Yang’s work has been widely published in peer-reviewed journals and featured at health care conferences.
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.
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. Hibbard is an expert on economics, strategy, regulation, and policy in the electric and natural gas industries. He has a comprehensive background merging business development, technical analysis, resource planning and development modeling, economics, and public policy in the energy and environmental fields. Mr. Hibbard has provided technical and strategic advice to government, industry, business, public interest groups, and trade organizations on energy market structure, electric and natural gas infrastructure planning and siting, utility resource solicitation and procurement, emission allocation and environmental policy, renewable resource program design and administration, transmission pricing, climate change policy, utility ratemaking practices, and the transfer of US federal and state emission control programs to other countries.
Prior to joining Analysis Group, Mr. Hibbard was chairman of the Massachusetts Department of Public Utilities. During his tenure, he carried out a forward-looking ratemaking and policy agenda to advance energy efficiency and renewable resources, coordinate regional efforts in the development of energy resources and associated infrastructure, and promote the administration of fair and efficient transmission pricing models in regional and national contexts. He also has provided testimony on resource planning, competitive electricity markets, and transmission pricing in hearings before committees of the Massachusetts legislature and the US House of Representatives, the Federal Energy Regulatory Commission (FERC), and state and regional planning councils. Mr. Hibbard has also served as a member of many energy-related boards and committees.
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.
Dr. Pearlson is an expert in cybersecurity whose research spans management information systems, business strategy, and organizational design, as well as the development of a culture of cybersecurity to support the mitigation of cyber breaches. She also has experience in information management topics such as information systems leadership responsibilities, reengineering of business process design, and reasonable information protection practices. Dr. Pearlson has testified in litigation. She has also consulted to chief executives at established companies and startups on information technology (IT) strategy, and has led IT leadership development programs. Dr. Pearlson is a founder and managing partner of KP Partners, an advisory and executive education firm for chief information officers (CIOs), chief analytics officers (CAOs), and chief information security officers (CISOs). She is also founder and executive director of the Executive Networks IT Leaders Forum, and the founding director of the Analytics Leadership Consortium at the International Institute of Analytics. Dr. Pearlson is coauthor of Managing and Using Information: A Strategic Approach and Zero Time: Providing Instant Customer Value – Every Time, All the Time! She is a frequent guest speaker and has held positions in academia and industry, including at Babson College, The University of Texas at Austin, the Gartner Research Board, CSC Index, and AT&T.
Mr. Weinstein specializes in the application of quantitative methods to real-world problems involving decision making, strategy, risk management, and litigation in a variety of sectors. His work in the health care sector includes building algorithms for real-time suspicious order monitoring of controlled substance distribution by manufacturers and wholesalers, as well as statistical assessments of controlled substance dispensing issues at the pharmacy and prescriber levels. He has also led the creation of flexible damages models for use in litigation matters involving the False Claims Act, the Anti-Kickback Statute, intellectual property, and controlled substance regulation. He has served as an expert witness, testifying in administrative proceedings before the Drug Enforcement Administration (DEA).
Mr. Weinstein has managed the analysis of large transaction-level and claims databases. He also has broad experience supporting leading academic experts, working with cross-functional client teams, and presenting analytical results to top executives and government officials, including those at the DEA, US Attorneys’ Offices, and state attorneys general. In his work at Analysis Group, Mr. Weinstein builds on his prior experience, which includes contributing to economics research on 401(k) savings behavior, forecasting consumer demand at Zipcar, and advising foundations and government agencies on how to track and interpret data.
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.
Ms. Stamm specializes in the application of finance and accounting to problems in complex business litigation. She has testified on damages arising out of general commercial disputes and intellectual property matters and provided consulting expertise, including assistance with pretrial discovery, development of economic and financial models to analyze damages, critique of analyses of opposing experts, and preparation of expert reports and testimony. She has also conducted analyses relating to the valuation of financial instruments, valuation of private companies, and lost profits. In non-litigation matters, Ms. Stamm has assisted numerous businesses in varied industries with the development of business plans and financial projections, often through the use of complex integrated financial models. Ms. Stamm is a certified public accountant and a member of the Massachusetts Society of Certified Public Accountants, where she has served on the litigation support committee. She is also a frequent speaker at conferences and seminars on topics related to securities and intellectual property litigation, and has published articles on valuation and patent damages.
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.
Dr. Yang specializes in health economics and outcomes research (HEOR). She works closely with pharmaceutical, biotech, and device companies to develop HEOR strategies and to generate evidence throughout the product life cycle for value proposition. Dr. Yang designs and conducts studies from pipeline product development through product launch, post-market research, and biosimilar evaluation. She has extensive experience with clinical trial data, health insurance claims databases, electronic medical records, medical charts, primary surveys (including cross-sectional and prospective longitudinal cohort research), and qualitative research for evidence generation, with conventional and innovative methodologies.
Dr. Yang is an expert in clinical outcome assessments – such as patient-reported outcomes (PROs) and clinician-reported outcomes (ClinROs) – as well as health preference research. She has supported the development and validation of multiple PROs and ClinROs, generated evidence for regulatory submissions, and supported real-world evidence (RWE) strategies. A frequent collaborator with academic experts and clinical key opinion leaders, Dr. Yang’s research has been published in many peer-reviewed journals and presented at numerous clinical and economic research conferences. Dr. Yang is a licensed oncology surgeon in China and an adjunct assistant professor at The University of Texas at Austin College of Pharmacy. Prior to joining Analysis Group, she was a senior scientist at QualityMetric.
Dr. White specializes in health care, transfer pricing and valuation, and general commercial litigation. He combines his expertise in applied microeconomics, statistics, and econometrics with nearly 25 years of experience with client engagements. A diverse range of clients have retained Dr. White to assist in all stages of the litigation cycle – including advising on discovery issues, expert report preparation, and preparation for deposition and trial. He has worked on general commercial litigation matters such as allegations of false advertising and breach of contract, investigations into alleged off-label promotion of prescription drugs, and the economic impact of generic drug entry/substitution. Additionally, he has also analyzed economic issues relevant to class certification and quantification of damages.
Dr. White has managed numerous commercial litigation matters, supporting academic and industry specialists with expertise in industrial organization, statistics, health economics, and marketing. His tax and transfer pricing work has evaluated the arm’s length nature of pricing in intercompany transactions, and the estimation of useful economic lives for various tangible and intangible assets. In addition to his litigation work, Dr. White’s health economics engagements have included the development of empirical models for evaluating factors to help identify patients at risk of prescription opioid abuse, as well as the estimation of societal economic costs of prescription opioid abuse.
An active researcher, Dr. White’s publications have focused on specific health economics issues, such as the economics of prescription opioid abuse and the evaluation of the impact of biosimilar approval on the litigation landscape. He has presented and participated in a number of industry conferences. Dr. White is an adjunct faculty member in the Department of Economics at Northeastern University, where he teaches courses on applied microeconomics and applied econometrics.
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.
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. Arcelus specializes in analyses of complex problems in business litigation from technology, economic, and financial perspectives. Her litigation experience includes all aspects of diverse litigation matters. Ms. Arcelus frequently works with an extensive network of experts from leading universities, as well as distinguished industry experts, to apply innovative and established techniques to her engagements.
In more than three decades at Analysis Group, she has managed high-profile litigation projects across a variety of areas, including antitrust and competition, intellectual property, data protection and privacy, technology, cybersecurity, biometric data, algorithm use, regulatory compliance, impact of misleading information technology, and contract disputes. Her work often involves leading companies in technology-intensive industries such as digital platforms, biotech, engineer systems, computer hardware, and software. Ms. Arcelus has worked on cases in the US, Canada, Latin America, and Europe.
Ms. Arcelus has also worked on securities class action cases involving institutional responsibility and investor knowledge; energy litigation projects involving contract and price disputes; labor litigation involving no-poach agreements; and health care consulting projects involving the statistical modeling of clinical outcomes, pharmacoeconomic analyses, and strategic financial analyses.
Dr. Tsai is a surgeon and health policy expert, with a particular focus on improving the cost and quality of health care delivery in the US. His research spans questions related to hospital mergers, hospital governance and management, site of care optimization, value-based care payment models, and population health outcomes. Dr. Tsai’s clinical expertise is in surgical quality improvement and minimally invasive laparoscopic/robotic gastrointestinal and bariatric surgery. Additionally, he co-directs the Healthcare Quality and Outcomes Lab at the Harvard Chan School. From 2022 to 2023, Dr. Tsai served as senior policy advisor and Testing and Treatment Coordinator for the White House COVID-19 Response Team. In the latter position, he led federal testing and diagnostics initiatives and policies, including the COVIDtests.gov program and the national Test to Treat initiative. He has also been the director of Clinical Care Redesign at Brigham and Women’s Hospital, where he designed and implemented home hospital and other clinical innovation models for surgical patients. From 2014 to 2015, Dr. Tsai was the senior advisor to the Assistant Secretary for Planning and Evaluation in the US Department of Health and Human Services. He has also served as a technical expert or advisory committee member to the Centers for Medicare & Medicaid Services (CMS), the Health Resources and Services Administration (HRSA), and the Centers for Disease Control and Prevention (CDC). Dr. Tsai’s research has been published in numerous journals, including The New England Journal of Medicine, JAMA, PNAS, Nature Communications, Health Affairs, and the Annals of Surgery.
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. McWilliams’s research spans questions related to health care spending, quality, and access, with the goal of informing policies and systems that support efficiency and equity in health care. His work has focused on the design and effects of payment systems, the organization and quality of health care delivery, physician agency, the effects of health insurance coverage, and quasi-experimental methods for causal inference in observational research. Dr. McWilliams is a principal investigator of a large program project (P01) on Medicare, funded by the National Institute on Aging. His research has earned numerous honors, including the HSR Impact Award and Alice S. Hersh New Investigator Award from AcademyHealth, the Outstanding Junior Investigator of the Year Award from the Society of General Internal Medicine (SGIM), and distinctions for specific papers from SGIM, the National Institute for Health Care Management Foundation, Health Affairs, AcademyHealth, and NEJM Catalyst. Dr. McWilliams is an elected member of the National Academy of Medicine and The American Society for Clinical Investigation. He also serves as a senior advisor to the Center for Medicare and Medicaid Innovation, a member of the board of directors for the Institute for Accountable Care, an associate editor for JAMA Internal Medicine, and a member of the editorial boards for Health Services Research and The American Journal of Managed Care.
Professor Starks is an expert in finance, investment management practices, capital markets, and environmental, social, and governance (ESG). Her current research focuses on ESG issues, including climate finance and board diversity, as well as the links between molecular genetics and financial decisions. Professor Starks has served as an expert witness in federal courts on behalf of Wells Fargo, Merrill Lynch Asset Management, Vesta Insurance, and DuPont. Her research on finance issues has been published widely, and she is the editor of the Financial Management Association Survey and Synthesis Series of books, a former editor of The Review of Financial Studies, and a former advisory editor of Financial Analysts Journal and Financial Management. Professor Starks received the Moskowitz Prize for Outstanding Research in Sustainable Finance for “Corporate ESG Profiles and Investor Horizons.” She is a research associate at the National Bureau of Economics Research, a research member of the European Corporate Governance Institute, and a senior fellow at the Asian Bureau of Financial and Economic Research. Professor Starks has served as president of the Society of Financial Studies, the Western Finance Association, the Financial Management Association, and the American Finance Association. She has served on mutual fund boards of directors, pension fund advisory committees, the board of governors of the Investment Company Institute, the governing council of the Independent Directors Council, and advisory committees of the Norwegian Government Pension Fund.
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.
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.
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 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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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.
Ms. Comeaux specializes in the application of finance and economics to complex business litigation and damages estimation in commercial disputes, mass arbitration proceedings, and regulatory investigations. Her work regularly involves critical examination of theories of liability, development of models to quantify damages, and both quantitative and qualitative analyses in response to allegations of negligence or punitive damages. Her clients include leading media and technology companies, financial institutions, global manufacturers, and life sciences companies.
A particular focus of Ms. Comeaux’s work is mass arbitrations, including those related to allegations of false advertising, privacy violations, and data breaches. In these matters, she has used her expertise analyzing large, complex datasets to determine the merits of plaintiffs’ claims, the nature and extent of the alleged harm, and the quantification of damages, and to provide support for arbitration proceedings and settlement negotiations.
Ms. Comeaux has also consulted to clients on damages issues through all phases of the litigation process, including expert search, fact discovery, class certification, quantification and rebuttal of damages, expert testimony, trial preparation, and settlement negotiations. She has supported a wide variety of academic and industry experts to assess organizational, industry, and market conditions in order to contextualize analyses of damages. She also has expertise in organizational assessments that address theories of liability in the context of a wide range of commercial disputes and regulatory investigations, including allegations that organizations prioritized “profits over safety” and that organizations knew about or should have foreseen an outcome before it occurred.
Ms. Comeaux also has an active pro bono practice focused on housing for the homeless.
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.
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.
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.
Mr. Yenikomshian specializes in technology, data analysis, and economic modeling, and has consulted on technical, economic, and strategic issues to companies in a variety of industries, including computer software and technology, cybersecurity, blockchain and cryptocurrency, pharmaceuticals, and medical insurance. He has extensive experience analyzing technical issues, such as those relating to software and internet technologies, and translating them to a lay audience. Mr. Yenikomshian has analyzed the flows of data from user devices to third-party service providers such as analytics and advertising companies. He testified on behalf of the US Department of Justice in its criminal indictment of Jitesh Thakkar, who allegedly designed and sold a software program that assisted a commodities trader who was engaged in spoofing. In this matter, Mr. Yenikomshian’s role was to determine whether the software program that Thakkar produced operated the way that the trader’s requirements document had specified. He provided a detailed demonstration of how the requirements for the order types were translated into a software program by walking the court through the actual lines of code that implemented the requirements. Mr. Yenikomshian has also conducted numerous other software code reviews in a range of matters. In addition, he has 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 Biotechnology, Healthcare Technology, and Medical Devices Committee. Previously, he served 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, Mr. Yenikomshian was a partner in a software development and staffing technology firm.
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.
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.
Mr. Hutchings’ economics expertise spans a wide array of topics, including tax and transfer pricing, securities and finance, valuation and damages, and antitrust. Deeply experienced in litigation, international arbitration, and investigations, he has led case teams, conducted economic and financial analyses, estimated damages and liability, and performed valuation analyses in complex matters across many jurisdictions, including the US, Canada, the UK, the EU, Latin America, and Australia.
In tax controversy and transfer pricing matters, he has assisted expert witnesses and attorneys for both taxpayers and taxing authorities in jurisdictions around the world. Mr. Hutchings has analyzed intercompany financings for both debt/equity characterization and debt pricing questions, valued closely held corporations, studied issues of cost allocations between related parties, and assessed arm’s-length pricing in a variety of contexts. For example, he has worked with financial institutions on allocating losses amongst subsidiaries, studied the sources of value for consumer packaged goods, priced related party transactions for pharmaceutical products, and worked with medical device manufacturers on transfer pricing between related parties. Mr. Hutchings has provided expert reports on tax dispute and transfer pricing issues for both planning and litigation. He has also applied transfer pricing principles in non-tax disputes such as assessing fairness in corporate transactions between related parties.
In antitrust and competition matters, Mr. Hutchings has analyzed anticompetitive effects, evaluated potential remedies, examined the economics of platform markets, and assisted in the preparation of analysis and testimony before courts and government regulators, such as the US Federal Trade Commission (FTC).
In addition, he has quantified harms and foregone benefits, and valued natural resources and treaty entitlements, in several disputes between Canadian First Nations and the Crown, both testifying at trial and consulting to reach pre-dispute resolutions. He has also quantified damages arising from tortious interference, breach of contract, and other contractual and extra-contractual remedies, and provided valuation analyses in numerous commercial disputes.
Professor Schoar is an expert in corporate finance, entrepreneurship, and organizational economics. Her research examines returns and capital flows in the venture capital industry, the financing of small- and medium-sized enterprises and startup firms in emerging markets, and the impact of corporate governance practices on firm performance. Professor Schoar has served as an expert witness in cases involving commercial litigation and financial services. She is co-chair of the Corporate Finance Program at the National Bureau of Economic Research 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 is the executive editor of The Journal of Finance and previously served as an associate editor of the American Economic Journal: Applied Economics, the Journal of Economic Perspectives, and the Journal of Financial Intermediation. Professor Schoar’s work has been featured in The Economist, the Financial Times, The New York Times, and The Wall Street Journal.
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 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, Ben E. Keith, Andrews Distributing, Softspikes, Arcis Golf, and Reliant Rehabilitation. In Federal Trade Commission, et al. v. The Kroger Company, et al., Professor Fox analyzed the consequences for consumers of the parties’ divestiture plan, which involved the sale of hundreds of stores and distribution centers. He opined that many of the divested stores would not be able to succeed and, as a result, the divestiture would be insufficient to remedy the harm to consumers caused by the merger. 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, Quantitative Marketing and Economics, 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 industry conferences and trade association meetings.
Dr. Sutcliffe's expertise is in the areas of strategic management and organization theory. Her research has been aimed at understanding how organizations and their members cope with uncertainty and unexpected events, and how complex organizations can be designed to be more reliable and resilient. Dr. Sutcliffe is a coauthor of Managing the Unexpected: Resilient Performance in an Age of Uncertainty (2007) and Medical Error: What Do We Know? What Do We Do? (2002). She has published her research on high-reliability organizations, organizational resilience, and safety culture in numerous management and health care journals, and she has presented her findings nationally and internationally. Dr. Sutcliffe has also consulted with private multinational companies in a variety of industries, and with nongovernmental organizations and government agencies. She was recently appointed by The National Academies to a research panel on workforce resilience that will study and provide recommendations to the US Department of Homeland Security. She has received multiple grants, including a 2010 award from the Robert Wood Johnson Foundation to conduct a study of the medicalization of patient safety. Dr. Sutcliffe has served on the editorial boards of several academic journals, including Organization Science, Academy of Management Journal, Organization Studies, and the International Public Management Journal.
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.
Dr. Chakraborty is an economist with an extensive background in economics, finance, accounting, and valuation. She has been retained both as an expert witness and as a consultant in a number of matters involving equity and fixed income securities, valuation, solvency, fraudulent conveyance, and economic damages. Dr. Chakraborty has conducted analyses in matters involving bankruptcy, mergers and acquisitions (M&A), tax and transfer pricing, international arbitrations, fraud, and theft of trade secrets and misappropriation. Her work has involved the development of financial and economic models, the evaluation of large datasets, and the application of statistical methods to a variety of complex problems. She has worked on matters involving companies in many industries, including financial services, energy, retail, and pharmaceuticals.
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.
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. 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.
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 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.
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.
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 Weber is a deeply experienced technologist whose multidisciplinary research has focused on innovation in technology markets, intellectual property regimes, and the related behaviors of people, firms, and governments. His research, teaching, and advisory work centers on both private and public sector issues around information technology, software, cybersecurity, privacy, algorithms, and health care. Professor Weber has advised global technology companies, government agencies, and nonprofit organizations on strategy and risk analysis, using a diverse set of qualitative and quantitative methods fit to purpose. In litigation, Professor Weber has been retained on behalf of technology companies to analyze aspects of technological integration, including those involving data security and algorithms. He was the founder and faculty director for the UC Berkeley Center for Long-Term Cybersecurity, and his cybersecurity credentials enable him to supplement his experience in organizational governance issues with an understanding of the technical nature of security threats and responses. 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 a widely published author, whose 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.
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 comparative-effectiveness research, 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, 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, the assessment of issues pertaining to the False Claims Act, and matters related to drug pricing. His work has resulted in numerous conference presentations and peer-reviewed publications in leading journals such as Nature Reviews Drug Discovery, Health Affairs, Alzheimer’s & Dementia, and Diabetes Care, as well as various pharmacoeconomic journals. He has also published in non-academic outlets such as Health Affairs Forefront, STAT, and Law360. Dr. Kirson served on the board of the ISPOR Boston Regional Chapter, including a term as the Chapter President. He is also a member of the editorial board of the journal Pharmacoeconomics Open.
Professor Yadav is an expert on the regulation of financial and securities markets and corporate bankruptcy. Her research interests in the area of financial market regulation, including market structure, exchange design, payments, and digital asset regulation. She has a deep understanding of trading ecosystems for traditional assets, such as equities, US Treasuries, and corporate bonds, as well as more innovative assets such as cryptocurrencies. For example, she has examined similarities and divergences between market design for more traditional financial assets and that of crypto-assets and blockchains. Professor Yadav’s research in the areas of corporate bankruptcy, distressed debt, and restructuring includes investigation into the use of leverage and risk management in cryptocurrency exchange environments as well as in more decentralized finance ecosystems. She has testified at deposition and before the US Senate’s Committee on Banking, Housing, and Urban Affairs on the topic of digital asset regulation. Professor Yadav is a member of Nasdaq’s Hearing Panel, and is a past member of the Commodities Futures Trading Commission’s Technology Advisory Committee, where she served as co-head of the Distributed Ledger Subcommittee and as a member of the Algorithmic Trading Subcommittee. Prior to joining Vanderbilt’s faculty, she was a legal counsel with the World Bank in its finance, private-sector development, and infrastructure unit, where she specialized in financial regulation and insolvency as well as creditor-debtor rights. Professor Yadav also worked for several years in the London and Paris offices of Clifford Chance LLP, where she was a key advisor to the European Payments Council in its work to establish the Single Euro Payments Area (SEPA) and its various cross-border payment schemes.
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 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.
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.
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. 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 Mitzenmacher’s research interests include the design and analysis of algorithms and data structures, networks and data transmission, large language model systems, computer security, and information theory. He has consulted to technology companies and research laboratories, including Adverplex (Cogo Labs), Akamai, AT&T, Digital Fountain, eharmony, Fluent Mobile (Fiksu), Google, Huawei, ITA Software, JobSync, Microsoft, Mitsubishi Electric Research Laboratories, and Yahoo!. Professor Mitzenmacher has served as an expert witness in litigation involving software and intellectual property issues and has provided testimony in multiple trials. Professor Mitzenmacher has authored or coauthored more than 250 conference and journal publications on topics such as algorithms that incorporate machine learning predictions, algorithms for the Internet, efficient hash-based data structures, erasure and error-correcting codes, power laws, scheduling for large language model systems, and data 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. Professor Mitzenmacher’s research on privacy preserving keyword searches on remote encrypted data won the 2025 Applied Cryptography and Network Security Conference Test of Time Award. Prior to joining the Harvard faculty, he was a research scientist at Digital Equipment Corporation’s Systems Research Center, where he worked on topics such as web-based information retrieval, erasure and error-correcting codes, online algorithms, and load balancing.
Arnold Barnett's research specialty is applied mathematical modeling generally focused on problems of health and safety. His early work on homicide was presented to President Ford at the White House, and his analysis of US casualties in Vietnam was, among other things, the subject of a column by William F. Buckley. He has received the President's Award and the Expository Writing Award from INFORMS (1996 and 2001, respectively) and the President's Citation from the Flight Safety Foundation (2002) for “truly outstanding contributions on behalf of safety.” He has written op-ed pieces for The New York Times, The Wall Street Journal, The Boston Globe, and USA Today. Ten times he has been honored for outstanding teaching by students at MIT's Sloan School of Management; in 1992, Business Week described him as the “best” Sloan School faculty member. Dr. Barnett has testified in many legal proceedings as a statistical expert and an aviation-safety expert.
Mr. Giles is a financial economist focusing on valuation and financial analysis. He has worked extensively in international arbitration, including commercial 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 Wermers is an expert on the hedge fund, pension fund, and mutual fund industries. His research interests include investment fund performance measurement, the impact of mutual funds on stock markets, closed-end funds, empirical tests of the efficiency of stock markets, and the role of institutional investors in setting security prices. Professor Wermers’s research has created new methods of measuring and attributing the performance of investment fund managers. His work also addresses whether investment managers who actively manage portfolios can consistently outperform passively managed funds. Professor Wermers has served as an expert witness in numerous matters, including challenges to mutual fund fees (Sivolella v. AXA Equitable Life Insurance Company) and ERISA class action cases challenging the selection and retention of investment funds for defined-contribution plans (Pledger v. Reliance Trust Company, Ramos v. Banner Health, and Baird v. BlackRock Institutional Trust Company). In Ramos, the judge credited his testimony with supporting the reasonableness of the Fidelity Freedom funds. He has also consulted to asset management companies and US government agencies. Professor Wermers was appointed to and serves as a member of the US Securities and Exchange Commission’s Asset Management Advisory Committee, which was formed in 2019. He is coauthor of Performance Evaluation and Attribution of Security Portfolios, a scientific textbook on measuring portfolio manager performance.
Dr. DerSarkissian’s expertise includes the application of epidemiologic methods to real-world evidence (RWE) generation in support of product registration, post-approval safety studies, and health economics and outcomes research (HEOR). She has served as an expert witness in litigation and has a wide range of experience in pharmacoepidemiology, biostatistics, and observational data analysis, including in studies on causal methods. Dr. DerSarkissian has provided regulatory and strategic consulting on drug and medical device registration and conducted RWE studies related to US Food and Drug Administration (FDA) and European Medicines Agency (EMA) submissions. She has conducted cost-effectiveness and comparative effectiveness studies; examined treatment patterns, drug adherence, health care resource utilization and costs, and clinical outcomes; assessed direct medical and indirect productivity costs of a disease burden; and assessed patient-reported quality of life and the humanistic burden of a disease. Dr. DerSarkissian has used data from electronic medical records, clinical trials, commercial insurance claims, patient surveys, and medical chart review studies in disease areas that include obesity; HIV/AIDS; cardiovascular diseases; schizophrenia; autoimmune, neurologic, and rare hereditary disorders; and many types of cancer. She has presented her research at conferences on epidemiology and health services, and published articles in a number of peer-reviewed journals. Dr. DerSarkissian is an adjunct assistant professor in the epidemiology department at the UCLA Fielding School of Public Health.
Dr. Befurt is an expert in applying marketing research methods to litigation matters and strategic business problems. He specializes in developing survey experiments and choice modeling approaches in consumer surveys. He has served as an expert witness in survey and sampling matters, and has assisted academic affiliates in survey conceptualization, administration, and evaluation. Dr. Befurt’s many clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), the Office of the Attorney General of New York, Microsoft, Oracle, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, Cree Lighting, Research In Motion, and Nestlé. He has testified at numerous depositions and trials.
As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, trademark disputes, consumer disclosures, product liability, false advertising, brand reputation, and sampling. He has extensive experience developing experimental studies and usage surveys, as well as modeling consumer choice, including conducting and examining conjoint analyses. Dr. Befurt’s work also includes the evaluation and application of market research techniques in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex survey data, and created tools to allow clients to understand consumer preferences and market forces through market simulations. Dr. Befurt’s experience spans over two decades and includes numerous projects for automobile manufacturers in Europe and the US.
Professor Yasuda is an applied financial economist whose research focuses on venture capital; private equity; impact funds; environmental, social, and governance (ESG) issues; social entrepreneurship; and long-horizon institutional investors. She is particularly interested in the intersection between the responsible investment movement and the private equity industry. In addition to coauthoring the book Venture Capital and the Finance of Innovation, Professor Yasuda has contributed several book chapters and presented widely at conferences. Her research has appeared in the Journal of Financial Economics, the Journal of Finance, and The Review of Financial Studies, and she has written on entrepreneurship, private equity, and venture capital for news publications such as The Wall Street Journal, The Economist, the Nikkei, the Financial Times, and The New York Times. Professor Yasuda serves as associate editor of The Review of Corporate Finance Studies, Accountability in a Sustainable World Quarterly, and the Journal of Financial Intermediation. Her pioneering 2021 article “Impact Investing” (published in the Journal of Financial Economics) won the Kellogg School of Management at Northwestern University’s Moskowitz Prize for outstanding research on sustainable and responsible investing and was a runner-up for the RAFI Best Paper Award for ESG-related research. Professor Yasuda is an advisory board member of the Bureau of Entrepreneurial Finance, which aims to advance and disseminate scientific research on venture financing. Before joining the faculty of UC Davis, she taught at The Wharton School of the University of Pennsylvania, and earlier in her career, she was a financial analyst at Goldman Sachs.
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.
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.
Dr. Duh, Chief Epidemiologist at Analysis Group, specializes in real-world evidence (RWE) generation for product registration, post-approval safety studies, and health economics and outcomes research (HEOR) of pharmaceuticals, vaccines, and regenerative biotherapeutics. She has led over 50 projects for new molecular entity approvals and product label expansion applications to the US Food and Drug Administration (FDA) and European Medicines Agency (EMA), as well as health technology assessment (HTA) research for submissions to national payers such as the Centers for Medicare and Medicaid Services (CMS) in the US and the UK’s National Institute for Health and Care Excellence (NICE). Her extensive research has appeared in over 315 peer-reviewed publications.
Her work also extends to pharmaceutical liability litigation and securities fraud litigation related to adverse drug events that allegedly led to product recalls, market withdrawals, black box warnings, and FDA limited access programs.
Dr. Duh is an adjunct research associate in the Biostatistics department at the Harvard T.H. Chan School of Public Health. She served as a chairperson of drug safety and epidemiology for the Drug Information Association (DIA) and was an adjunct assistant professor of pharmacoeconomics and pharmacoepidemiology at Massachusetts College of Pharmacy and Allied Health Sciences. Dr. Duh was appointed to an expert panel convened by the Foundation for the National Institutes of Health’s (FNIH’s) Observational Medical Outcomes Partnership (OMOP). She has served as a peer reviewer for several journals, including PharmacoEconomics, the American Journal of Health-System Pharmacy, Chest, Pharmacoepidemiology and Drug Safety, the American Journal of Kidney Diseases, and Therapeutics and Clinical Risk Management. Dr. Duh is also an elected member of the American Society of Hematology (ASH) and a member of the American Society of Clinical Oncology (ASCO), the International Society of Pharmacoepidemiology (ISPE), and the International Society of Pharmacoeconomics and Outcomes Research (ISPOR).
View Dr. Duh's selected publications on the Harvard Catalyst website
Mr. Gissiner has more than four decades of diversified experience in the retirement plan industry. He is an expert in retirement plan design, compliance, administrative procedures, employee communications and investment education services, and fiduciary responsibility and oversight. Mr. Gissiner has consulted on these and other topics to hundreds of retirement plan sponsors over the course of his career, including various Fortune 500 companies, mutual fund and insurance companies, banks, health care providers, and institutions of higher learning. In addition, he has served as an expert witness in various litigation matters involving defined-contribution retirement plans.
At Orchard Hills Consulting, Mr. Gissiner currently consults on behalf of a number of clients on a wide range of retirement plain issues including (but not limited to) retirement plan administration and compliance consulting, fee benchmarking, assisting plan sponsors and committees in understanding and implementing administrative and recordkeeping fee arrangements, developing service provider requests for proposals, and reviewing modifications to existing plan features and provisions. Earlier in his career, he was a partner in the benefits consulting practice of Coopers & Lybrand. Later, he served as the West Region Managing Partner for retirement plan administrative outsourcing services at PriceWaterhouseCoopers.
Dr. Bernard specializes in the application of microeconomics and statistics to a broad range of litigation matters, including in the areas of antitrust and finance. He has supported experts in cases related to antitrust liability, class certification, market definition, quantification of damages, and valuation. Dr. Bernard has also assisted with a range of expert reports, from industry analyses to quantitative and econometric assessments of liability and damages. His litigation experience spans a wide variety of industries, including agriculture, currency trading, energy, hospitality, industrial equipment, municipal bonds, pharmaceuticals, residential rentals, and telecommunications. Dr. Bernard has supported attorneys and experts in all phases of litigation, including pretrial discovery, expert reports, deposition, and trial.
Professor Chevalier is an expert in industrial organization, finance, and competitive business strategy. She has provided expert testimony and been deposed in several major antitrust matters, including State of New York v. Intel Corporation, in which she assessed the business strategies of competitors in the semiconductor industry and evaluated market outcomes. An affiliate with Analysis Group, Professor Chevalier, supported by Analysis Group teams, recently served as an expert in litigation involving online search databases, and in several matters involving entertainment industry issues related to rights, prices, and competition. She has also assisted a number of major technology firms with analyses of competition and antitrust issues. Professor Chevalier's academic research focuses on the economics of electronic commerce, the interaction between firm capital structure and product market competition, and price seasonality and cyclicality. Her research has been featured in Slate magazine and on National Public Radio. Professor Chevalier is also an elected member of the American Academy of Arts and Sciences. She is a former member of the American Economic Association's (AEA) Executive Committee and a former board member of the organization's Committee on the Status of Women in the Economics Profession. In 1999, she won the first biennial Elaine Bennett prize, given by the AEA in recognition of research by a woman in any area of economics. Professor Chevalier is an active author. She has published articles in the American Economic Review; Journal of Industrial Economics; Journal of Business; Quarterly Journal of Economics; Journal of Finance; Journal of Law, Economics, and Organization; and Journal of Political Economy. She is a former coeditor of the Rand Journal of Economics and has served as a coeditor of the American Economic Review, editor of the B.E. Journal of Economic and Policy Analysis, advisory editor of Quantitative Marketing and Economics, and associate editor of numerous journals.
Professor Whaley is a health economist who specializes in health care costs, pricing transparency, and market structure. He has examined health insurance markets, policies, payer-provider negotiations, telehealth use, medical claims data, insurance benefit design, and consumer incentives. Professor Whaley has testified at deposition on hospital markets and reimbursements in an arbitration matter. He has presented research results to state and federal policymakers, including the US Congress, the California State Assembly, the Texas House Select Committee on Health Care Reform, the Executive Office of the President, the Congressional Budget Office, and the Federal Trade Commission. His work has been published extensively in peer-reviewed journals, such as Health Economics, the Journal of Health Economics, the American Journal of Health Economics, the Review of Industrial Organization, and the AMA Journal of Ethics. His research has also been covered in media outlets such as The New York Times, The Wall Street Journal, Forbes, and CNN. Professor Whaley is the associate director of the Brown University Center for Advancing Health Policy through Research. Prior to joining the Brown University faculty, he was an economist at the RAND Corporation.
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. Laliberté specializes in biostatistics and the economics of health outcomes research. He investigates multiple facets of health research, including safety, cost of illness, resource utilization, adherence to therapies, cost effectiveness, and treatment outcomes. Mr. Laliberté’s varied research has examined numerous forms of mental illnesses, respiratory diseases, cancer, cardiovascular diseases, and rare diseases. His expertise includes the retrospective database analysis of claims and electronic medical records, as well as clinical trial data analyses. He has implemented innovative data solutions such as Komodo Health, Mass General Brigham’s Research Patient Data Registry, and IQVIA to address clients’ research questions. Mr. Laliberté’s research has been presented at conferences of the American Heart Association (AHA) and the American Society of Clinical Oncology (ASCO), among others. He has published over 100 papers in medical journals, including CHEST, the American Journal of Hematology, and the Journal of Affective Disorders.