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Dr. James Jordan

Affiliated Consultant

Contact

Washington, DC
Tel: +1 202 466 9263
Fax: +1 202 466 3605

Email: james.jordan.affiliate@nera.com
vCard: Download

Education

PhD in business administration, University of North Carolina, Chapel Hill (concentration in finance)
MBA, Southern Illinois University, Edwardsville
BS in aerospace engineering, Mississippi State University

Experience

Dr. Jordan provides expertise in securities and derivatives markets, including valuation and risk management.

In litigation, his consulting and expert witness experience includes cases involving auction-rate securities, municipal bonds, hedge funds, mutual funds, securities and commodities dealers, customer-broker disputes, tax-related investments, mergers and acquisitions, variable annuities, workers' compensation insurance, and off-balance sheet entities. His work has required modeling, valuation, and risk assessment of equity and fixed-income securities, currencies, commodities, and complex instruments such as structured securities, over-the-counter derivatives and insurance contracts.

In advisory consulting, Dr. Jordan has directed projects in the management of commodity, currency, and interest rate risk for financial and non-financial corporations. He has also worked with insurance brokers and underwriters to develop innovative insurance solutions. In arbitration matters, he has appeared before the NYSE and FINRA. He has also coauthored expert reports in cases brought before the World Trade Organization. He has testified in both US and Canadian courts.

In government, Dr. Jordan served as Financial Economist and Special Assistant to a Commissioner at the US Commodity Futures Trading Commission. He later served as Consultant to the Commission for a study of the stock market crash of 1987 and for the development of regulations for commodity and currency-linked debt.

A former academic, he has held tenured faculty positions as a Finance Professor. His research has been published in journals such as American Economic Review, Journal of Banking and Finance, Journal of Business, Journal of Finance, Journal of Fixed Income, and Journal of Futures Markets. He has also contributed to professional books in his field. Dr. Jordan holds the Chartered Financial Analyst designation. He received his PhD from the University of North Carolina at Chapel Hill.

Title Type Author
Term Structure Estimation from On-the-Run Treasuries Published Article By Dr. James Jordan with Sattar Mansi, Department of Finance, Insurance and Business Law, Pamplin College of Business, Virginia Polytechnic Institute and State University
Dynamic Asset Allocation for Stocks, Bonds, and Cash Published Article By Dr. James Jordan with George Washington University School of Business and Public Management Professor Isabelle Bajeux-Besnainou and CNAM Chair of Finance Roland Portait
Mean-Variance Asset Allocation for Long Horizons Working Paper By Dr. James Jordan with Department of Finance, George Washington University Professor Isabelle Bajeux-Besnainou
The Evaluation of Credit Union Non-Maturity Deposits Report By Dr. James Jordan with former NERA Associate Director Dr. David Ellis
An Asset Allocation Puzzle: Comment Published Article By Dr. James Jordan with Department of Finance, George Washington University Professor Isabelle Bajeux-Besnainou and CNAM and ESSEC Finance Chair Roland Portait
How Well Do Constant-Maturity Treasuries Approximate the On-the-Run Term Structure Published Article By Dr. James Jordan with Financial Markets Institute and Duquesne University Donahue School of Business Assistant Professor of Finance Sattar Mansi
Assessing Value at Risk for Equity Portfolios: Implementing Alternative Techniques Published Article By Drs. James Jordan and Robert Mackay