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Brokers and investment advisors have duties under the law to know their customers' investment needs and tolerance for risk. Often when investors lose money, they consider whether investments made by their advisor or recommendations made by their broker were appropriate. For more than two decades, our economists have been called upon to render opinions in disputes between investors and their broker-dealers, investment advisors, and fund managers. NERA experts have provided analyses supporting investors and brokers for use in arbitration and the courtroom. Our work has focused both on liability, examining allegations such as unsuitability and churning, and damages, measuring how much investors might have earned under an alternative investment strategy. Our expertise with financial theory and experience with various trading strategies and instruments allows us to put ourselves in the shoes of parties while the investment decisions were being made in order to better focus on whether the trading practices at issue were appropriate.
Name | Title | Location | Phone | |
---|---|---|---|---|
Lucy P. Allen | Managing Director | New York City | +1 212 345 5913 | lucy.allen@nera.com |
Dr. Graeme Hunter | Managing Director | New York City | +1 212 345 7724 | graeme.hunter@nera.com |
Dr. Vinita Juneja |
Managing Director
Chair of NERA's White Collar, Investigations and Enforcement Practice |
New York City
London Toronto |
+1 212 345 3148
+44 20 7659 8618 +1 416 868 7314 |
vinita.juneja@nera.com |
Dr. Denise Neumann Martin | Managing Director | Miami | +1 212 345 5296 | denise.martin@nera.com |
Dr. Faten Sabry |
Managing Director
Chair of NERA's Global Securities and Finance Practice Bankruptcy Practice Chair |
New York City
London |
+1 212 345 3285
+44 20 7659 8618 |
faten.sabry@nera.com |
Bradley A. Heys | Director |
Toronto
New York City |
+1 416 868 7312
+1 212 345 2691 |
brad.heys@nera.com |
Dr. Jordan Milev | Associate Director | New York City | +1 212 345 5516 | jordan.milev@nera.com |
Robert Patton | Associate Director |
Toronto
London New York City |
+1 416 868 7318
+44 20 7659 8620 +1 212 345 3269 |
robert.patton@nera.com |
Dr. Stephanie Plancich | Associate Director | New York City | +1 212 345 7719 | stephanie.plancich@nera.com |
Dr. Andrew Carron | Affiliated Consultant |
New York City
London |
+1 212 345 5407
+44 20 7659 8500 |
andrew.carron.affiliate@nera.com |
Dr. Alan Cox | Affiliated Consultant | San Francisco | +1 415 291 1000 | alan.cox.affiliate@nera.com |
Title | Type | Author | ||
---|---|---|---|---|
Recent Trends in Securities Class Action Litigation: 2020 Full-Year Review | Report | Janeen McIntosh and Svetlana Starykh | ||
Recent Trends in Securities Class Action Litigation: 2018 Full-Year Review | Report | Svetlana Starykh, , et al. | ||
Recent Trends in Securities Class Action Litigation: H1 2018 Update | Report | Svetlana Starykh, et al. | ||
Recent Trends in Securities Class Action Litigation: Q1 2018 Update | Published Article | By Stefan Boettrich and Svetlana Starykh | ||
Expert Analysis: Financial Crisis Anniversary - Trends In Credit Crisis Settlements | Published Article | By Faten Sabry, Sungi Lee, and Linh Nguyen | ||
Securities Class Actions: 2016 Full-Year Review and Mid-2017 Flash Update | Published Article | Svetlana Starykh, et al. | ||
Trends in Canadian Securities Class Actions: 2016 Update | Report | By Bradley A. Heys & Robert Patton | ||
Economic Analysis of Loss in the United States Sentencing Commission's Proposed Metho... | Working Paper | By Dr. David Tabak | ||
|
Title | Date | |||
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Sixth Annual London White Collar Crime Institute | 09 October 2017 | |||
ABA Section of Litigation Annual Conference | 03 May 2017 | |||
5th Annual Securities Litigation & Enforcement Institute | 01 March 2017 | |||
Third Annual White Collar Crime Institute | 19 May 2014 | |||
2nd Annual White Collar Crime Institute | 20 May 2013 | |||
The 27th Annual National Institute on White Collar Crime | 06 March 2013 | |||
NERA Seminar: Financial Litigation, Disputes, and Enforcement | 04 October 2011 | |||
5th Securities Litigation Summit | 18 November 2008 | |||
|
Title | Date | Type | ||
---|---|---|---|---|
Trends in 2019 Securities Class Actions: Filings Remain High, Resolutions Have Slowed... | 21 January 2020 | Press Release | ||
NERA Economist Provides Expert Analysis and Testimony in United States of America vs.... | 02 December 2019 | Press Release | ||
2018 US Securities Class Action Filings Break New Records; NERA Economic Consulting R... | 29 January 2019 | Press Release | ||
NERA Economic Consulting Opens Office in Miami, Florida | 14 November 2017 | Press Release | ||
Record Increase in 2016 US Securities Class Action Filings Driven by Merger-Objection... | 24 January 2017 | Press Release | ||
NERA Economic Consulting Announces Senior-Level Promotions | 13 October 2016 | Press Release | ||
NERA Economic Consulting Recognized in Who’s Who Legal: Consulting Experts Guide | 06 October 2016 | Press Release | ||
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