R. Jeffrey Malinak
M.B.A., finance and accounting, McCombs School of Business at The University of Texas; B.A., social sciences, Stanford University
Summary of Experience
Mr. Malinak specializes in financial economics, with particular expertise in damages estimation, applied finance theory, and business and asset valuation. He has provided deposition, arbitration, and trial testimony on economic damages and valuation issues, and has testified on financial integrity, the cost of capital, and economic issues in utility rate hearings and at a Federal Energy Regulatory Commission (FERC) hearing. Mr. Malinak has directed litigation projects in many industries on issues related to securities (including derivative securities), antitrust, breach of contract, taxation, regulatory economics, and intellectual property claims. He has frequently addressed class certification and damages issues in securities fraud cases, as well as the myriad economic, financial, and accounting issues common to most damages calculations, such as cost of capital and prejudgment interest. Mr. Malinak has significant experience in tax-related work, including leading Analysis Group teams in Black & Decker, Inc. v. United States and Chemtech Royalty Associates L.P. v. United States, as well as in financial institutions and risk management, having led consulting teams supporting experts in the Winstar savings and loan litigations. He also completed a major project on the risk of Fannie Mae, resulting in a white paper authored by an academic affiliate. He has served as treasurer, head of the audit and finance committee, and a member of the executive committee and board of directors of the Meridian International Center, an international leadership organization that works with partners in the government, private, NGO, and educational sectors to create lasting international partnerships through leadership programs and cultural exchanges. Prior to joining Analysis Group, Mr. Malinak was a principal at Putnam, Hayes & Bartlett.
Provided Expert Testimony
- J.C. Van Apeldoorn and E.T. Meijer, In Their Capacity as Trustees in Bankruptcy for KPNQwest N.V., et al. v. Qwest Communications International, Inc. (“Qwest”), et al.
- "Winstar" Damages Litigation
- Analysis of Investment Performance
- Assessment of Alleged Postal Fraud
- Black & Decker Corp. v. United States
- Chemtech Royalty Associates L.P. v. United States of America
- Flat Top Insurance Agency v. US Dept. of Justice Taxation Division
- LKF X Investments, LKF X Capital Corporation, Tax Matters Partner v. The Commissioner of Internal Revenue
- National Westminster Bank (NatWest) v. US Dept. of Justice Taxation Division
- Otto Candies v. US Dept. of Justice Taxation Division
- South Carolina Electric & Gas Company Preliminary Injunction Hearing and Rate Proceeding
- Tax Investigation Analysis
- United States v. Mark David Radley, et al.
- Venture Capital Firm v. Home Furnishings Company
- WFC Holdings Corporation v. United States of America
Estimating the Cost of Capital(1)
Litigation Services Handbook: Sixth Edition
Presenting Economic Expert Testimony to a Jury: Five Golden Rules
Antitrust Litigation Newsletter