The need for expert assistance in cases involving securities is often critical. Because although legal counsel understands the legal process, few are comfortable with the intricacies of securities regulations and law.

Keith Loveland is one of the few and, thus, is in demand as a source of case design and support and as an expert witness. Here is what he brings to the table in each of these areas.

Expert Witness.

In his capacity as an Expert Witness, Mr. Loveland helps an arbitrator or jury understand the complex issues upon which a decision must be based in securities cases. He provides persuasive testimony on standard industry practices, pertinent securities regulations and the methods used to calculate and analyze damages. He also presents his own analysis of the numbers and legal precedents for a given case.

Case Support.

When a firm needs behind-the-scenes support to build a securities case, Keith Loveland can:

Establish evidence that you’re following a prudent process, thereby minimizing the risk of litigation
Assist counsel in development of court filings, interrogatories and document requests
Analyze relevant financial information, including profit and loss, portfolio turnover, rate of return, mark-up and chronological account activity
Review forecasts and historical performance
Research and document relevant industry statistics
Quantify damages
Assist in development of trial/deposition questions
Help prepare counsels’ other witnesses for trial/deposition testimony
Review, critique and rebut opposing experts’ analyses
Develop appropriate demonstrative exhibits
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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