Courts are increasingly asked to resolve disputes about software and algorithms, from traditional intellectual property and contract matters to newer claims about pricing tools, data handling, and AI functionality.
Analysis Group was retained on behalf of French airline Corsair in connection with the European Commission’s (EC’s) review of state aid granted to the airline by the French government.
Analysis Group Managing Principal Joshua White, Principal Chris Feige, and Vice President Cyril Hariton hosted the first in Analysis Group’s Experts’ Table discussion series in Brussels, convening a small group of legal practitioners to discuss AI at the intersection of economics, law, regulation, and policy.
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.
)Dr. Stanford is a fellowship-trained obesity medicine physician-scientist who specializes in weight-related health issues, nutrition, and public health. Her expertise includes obesity treatment, health disparities in diverse populations, weight discrimination and stigma, and diagnostic criteria for clinical obesity. Dr. Stanford has helped develop a standardized approach for weight loss pharmacotherapy at the Massachusetts General Hospital Weight Center, where she has evaluated more than 10,000 patients. Her research has been published widely in peer-reviewed journals such as The New England Journal of Medicine, The Lancet, The British Medical Journal (BMJ), Annals of Internal Medicine, JAMA Pediatrics, Obesity, and the International Journal of Obesity. Dr. Stanford was appointed to the 2025 Dietary Guidelines Advisory Committee by the US Departments of Health and Human Services (HHS) and Agriculture (USDA), and she drafted the obesity policy for children, adolescents, and adults for the World Medical Association. Her many honors include recognition as a Scholar in Diagnostic Excellence by the National Academy of Medicine, the Pride in the Profession Award from the American Medical Association (AMA) Foundation, the Reducing Health Disparities and Women’s Health awards from the Massachusetts Medical Society (MMS), the Meritorious Achievement Award from the National Medical Association, and clinician of the year awards from the MMS Suffolk District and the Obesity Society. Dr. Stanford is the associate editor of Frontiers in Public Health and serves on the editorial boards of the International Journal of Obesity, Health Equity, Childhood Obesity, and Endocrine Today. She has been elected to leadership positions in national medical organizations such as the AMA, the American College of Physicians, and the American Academy of Pediatrics.
)Professor Fos is an expert in finance who applies economic and financial theory to both academic research and advisory work. His expertise spans financial markets and corporate governance and finance, with additional specialization in institutional investing and household finance. Professor Fos’s research examines information transmission in financial markets, the dynamics of insider trading, and the effects of share repurchases on firm investment and employment. He also studies corporate governance issues such as board effectiveness and shareholder activism. Professor Fos has testified as an expert witness in litigation matters on fiduciary duties, insider trading, abnormal trading activity, and assessments of firms’ financial conditions. His research has been published in academic journals such as Econometrica, the Journal of Finance, the Journal of Financial Economics, the Journal of Financial and Quantitative Analysis, The Review of Financial Studies, and Management Science. He has served as an associate editor for the Review of Financial Studies, the Journal of Banking and Finance, Financial Management, and the Journal of Empirical Finance. His honors include best paper awards from the Journal of Finance, the Review of Asset Pricing Studies, the Financial Research Association, the John L. Weinberg/IRRCi Research Paper Award, and the Carroll School of Management’s Coughlin Distinguished Teaching Award. Professor Fos is a research associate at the National Bureau of Economic Research, a research fellow at the Centre for Economic Policy Research, and a research member of the European Corporate Governance Institute. He has presented his work at major international finance conferences, including meetings of the American Finance Association, the Western Finance Association, and the European Finance Association.
)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.
)Mr. Yeater applies his expertise in economics and financial concepts 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 in non-testifying roles. In more than 20 years as an economic consultant, he has led large, high-profile engagements supporting 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 assisted 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 to the ABA’s 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. Mr. Yeater has been named Economist of the Year by Global Competition Review for his successful expert testimony on behalf of the Federal Trade Commission in its opposition to the merger of The Kroger Company and Albertsons Companies.
)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.
)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.
)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.
)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.
)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.
)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.
)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. Ji specializes in the application of economics and finance to litigation matters in the areas of mergers and acquisitions (M&A), valuation, private equity and venture capital, 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, retail and consumer products, 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, merits, mediation, and settlement negotiation, and has addressed issues such as price impact, loss causation, damages methodology, materiality, and falsity. In the realm of private equity and venture capital, Mr. Ji brings extensive experience analyzing industry customs and practices related to fund manager compensation, assessing reputational effects on capital raising and fund performance, developing simulations and forecasts of fund- and firm-level returns, and valuing partnership interests. 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.
)Ms. Summers is a legal expert with more than 40 years of experience, specializing in complex financial and legal issues in leveraged finance, commercial lending, debt capital markets, and loan trading, with a focus on credit documentation and market practices. She is regularly engaged as an expert and consultant in matters involving syndicated lending, intercreditor arrangements, and industry custom and usage; has served as an expert witness; and is certified with the American Arbitration Association-International Centre for Dispute Resolution (AAA-ICDR) as a commercial arbitrator. Ms. Summers’ publications and commentary on the transition from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR), covenant-lite structures, and credit risk have appeared in legal and financial publications, including the International Comparative Legal Guides, and she has spoken widely at industry and bar association conferences on leveraged finance and market structure. Previously, Ms. Summers was a partner in the finance department of Latham & Watkins, where she represented financial institutions and private capital providers in secured and unsecured lending, cross-border financings, and distressed debt strategies; served on the firm’s ethics and finance committees; and was a founder of the firm’s Women Enriching Business initiative. She also served as executive vice president and general counsel of the Loan Syndications and Trading Association, deputy general counsel at Barclays Capital, and counsel in the leveraged finance group at O’Melveny & Myers. During her years of active legal practice, Ms. Summers was admitted to the New York Bar and to the US District Courts for the Southern and Eastern Districts of New York.
)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.
)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.
)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.
)Ms. Bartlett has two decades of experience applying financial, accounting, and statistical analyses to finance, insurance, labor and employment, privacy, intellectual property, class action, and commercial dispute matters, with deep experience in damages calculation, valuation, and health care. She has been retained as an expert in numerous cases and has testified at deposition and trial. Ms. Bartlett’s work has involved calculation of lost profits, unjust enrichment, lost wages, and lost earnings capacity; accounting investigations; liquidity and solvency analyses; valuation of companies and joint ventures, and analysis of big data. Her class certification experience spans various practice areas, including data privacy, labor and employment, health care, and securities. Ms. Bartlett is a CFA charterholder and holds the American Institute of Certified Public Accountants’ Accredited in Business Valuation (ABV) credential.
)Professor Walker is an expert in electric propulsion, plasma physics, and spacecraft-thruster interactions, with a focus on propulsion system development, plasma diagnostics, and integration effects. He directs Georgia Tech’s High-Power Electric Propulsion Laboratory and consults to organizations such as Lockheed Martin and NASA. Professor Walker has testified before the Space Subcommittee of the US House of Representatives Science, Space, and Technology Committee and served as a technical expert in complex regulatory and litigation contexts. He has authored more than 160 technical publications, including peer-reviewed journal articles and conference proceedings, and is an associate editor of the American Institute of Aeronautics and Astronautics’ (AIAA’s) Journal of Spacecraft and Rockets. Professor Walker serves on NASA’s Advisory Council on Technology, Innovation, and Engineering and the US Department of Energy’s Fusion Energy Sciences Advisory Committee. He has held leadership roles including chair of the Electric Propulsion Technical Committee and general chair of the International Electric Propulsion Conference. Professor Walker is a fellow of the AIAA and has received numerous honors, including the AIAA Lawrence Sperry Award. He has delivered invited briefings and lectures at NASA centers and institutions such as Columbia University. Earlier in his career at Georgia Tech, Professor Walker served as associate dean for academic affairs and associate chair for graduate programs in aerospace engineering. He is a member of several professional societies, including the American Physical Society.
)Dr. Befurt is an expert in applying marketing research methods and complex data analyses to litigation matters and strategic business problems. He has served as an expert witness in numerous matters pertaining to marketing, consumer behavior, and survey measurements. Dr. Befurt’s clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), Microsoft, Oracle, Meta, Google, Intel, Samsung, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, and Nestlé. He has testified at numerous depositions and trials. As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, privacy topics, 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 and data analyses in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex consumer 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 industries and product categories.
)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.
)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.
)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.
)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 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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Dr. Caminade specializes in the economic analysis of competition and platform issues in the US and EU. She has written reports and testified multiple times as an expert witness in antitrust matters, on behalf of plaintiffs, defendants, and agencies. Dr. Caminade has extensive experience working on behalf of digital platforms and technology companies on litigation, investigative, and regulatory issues, including competition and worker misclassification matters. She has conducted, authored, or supervised dozens of economic impact studies and multiple white papers. Additionally, she has conducted analyses of competition issues across a range of industries and conduct. Dr. Caminade has taught competition economics at the undergraduate level in the economics department at Dartmouth College. She has written about and discussed antitrust issues in the digital economy and in health care markets, occupational licensing, two-sided platforms, and interim measures in antitrust investigations. Her papers have appeared in the Journal of Competition Law & Economics and ABA’s The Antitrust Source. She was a speaker at a competition roundtable organized by the OECD and at the ABA Antitrust Law Section Spring Meeting. Dr. Caminade serves as vice-chair of the Media and Technology Committee of the ABA Antitrust Law Section.
)Professor Mitzenmacher’s research interests include the design and analysis of algorithms and data structures, networks and data transmission, artificial intelligence, 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. He has authored or coauthored more than 250 conference and journal publications on topics such as algorithms that incorporate machine learning predictions, 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. 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. 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. Prior to joining the Harvard faculty, Professor Mitzenmacher 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.
)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.
)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.
)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.
)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 Moneta is an expert in investments, institutional investors, trading behavior, mutual fund performance, responsible investing, and empirical asset pricing. His research has been published in numerous academic journals, including Management Science, the Journal of Financial and Quantitative Analysis, the Journal of Empirical Finance, Critical Finance Review, and Energy Economics. He has presented his work at more than 70 academic and industry conferences across Europe and North America. At the Telfer School of Management, Professor Moneta serves as co-director of the Microprogram in Capital Markets and the student-managed Telfer Capital Fund. He is also the principal coordinator for the Responsible Investing sub-cluster of the Centre for a Responsible Wealth Transition. In recognition of his research contributions, he received the 2023 Telfer Established Researcher Award and the 2020 Investment Research Award from Hillsdale Investment Management and CFA Society Toronto. Prior to joining Telfer, Professor Moneta was an assistant professor of finance at the Smith School of Business at Queen’s University and has held visiting positions at the Università di Pisa and the Collegio Carlo Alberto.
)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.
)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.
)Dr. Betts specializes in the application of advanced biostatistics techniques in the field of health economics and outcomes research (HEOR). He has broad experience developing research strategies in a range of disease areas, including endocrinology, immunology, hematology, neurology, oncology, psychiatry, virology, and women’s health. Dr. Betts has developed and applied new research methods in the fields of individualized medicine methodology, meta-analyses/indirect comparisons, causal inference, Bayesian statistics, missing data problems, and risk prediction. His expertise includes the design and analysis of clinical trials, health economics modeling, indirect comparisons/network meta-analysis, causal inference, psychometrics, survey design, and retrospective database analyses (including administrative claims, electronic medical records, and registry data). Dr. Betts’s work includes developing risk-benefit analyses, cost-effectiveness models, and network meta-analyses for regulatory submission as well as treatment pattern and burden-of-illness research to support the launch of emerging products. His research has been published in peer-reviewed statistical, medical, and health economics journals and presented at clinical and economic research conferences.
)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 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.
)Dr. Lewis provides economic analysis and expert witness support in a wide range of litigation matters, including antitrust, class certification, and health care cases. His case work has involved cartel allegations in a variety of industries, alleged horizontal and vertical restraints by manufacturers in the technology and construction industries, antitrust claims against brand and generic drug manufacturers, and transfer pricing disputes. Prior to joining Analysis Group, Dr. Lewis was a manager in the economic and statistical consulting group of a financial advisory firm.
)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.
)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.
)For more than 25 years, Mr. Christensen has worked on high-stakes litigation matters with world-class experts, supporting their testimony at both bench and jury trials. His work has focused on valuation and appraisal matters, private equity disputes, antitrust and consent decree litigations, bankruptcy, and tax and transfer pricing dispute resolutions. Through his extensive experience, he has developed a deep understanding of the high-tech, digital advertising, pharmaceutical, media and entertainment, and finance industries. In addition to his litigation work, Mr. Christensen has also assisted in the preparation of numerous impact studies in the high-tech space on issues such as cloud computing and storage, broadband availability, virtual and augmented reality, artificial intelligence, and the metaverse. His clients have included Meta/Facebook, Google, GSK, AstraZeneca, JAB Holding Company, Bank of America, BNP, and Fidelity. Among his engagements are high-tech antitrust matters, a GSK transfer pricing dispute, the Nortel Networks bankruptcy, Delaware appraisal trial victories involving PetSmart and Panera, and rate-setting trials for BMI. Mr. Christensen is a CFA charterholder.
)Dr. Cliff is a financial economist with expertise in a range of topics, including asset valuation, mergers and acquisitions (M&A), solvency, tax shelters, stock analysts’ recommendations, IPOs, REITs, derivatives, and hedge funds. He has extensive experience with large financial datasets, sophisticated econometric models, and simulations. In his consulting engagements, Dr. Cliff has addressed business and asset valuation, analysis of complex financial structures, analysis of solvency and debt covenants, evaluation of investment strategies, damages modeling, class certification, and assessment of due diligence practices. In these assignments, he has managed large case teams, designed and performed analyses supporting expert reports, critiqued opposing expert reports, and assisted with preparation for depositions and trial. Dr. Cliff has also served as an expert on cases involving a variety of topics, including valuation, solvency, damages, and liquidity discounts. Prior to joining Analysis Group, Dr. Cliff was a finance professor for nine years at Purdue University and Virginia Tech, where he taught a variety of courses at the undergraduate, M.B.A., and Ph.D. levels. His academic research has been published in leading journals such as the Journal of Finance, the Journal of Business, the Journal of Financial and Quantitative Analysis, and Financial Management.
)Professor Hubbard is a leading expert in public economics, corporate and institutional finance, macroeconomics, antitrust, and industrial organization. He has provided trial and deposition testimony in numerous litigation matters, including more than a dozen cases in the Delaware Chancery Court. He has also served as a testifying expert in several high-profile finance- and securities-related cases, as well as on damages issues in antitrust matters. Professor Hubbard has consulted to several government and international agencies, including the US Department of the Treasury, the US International Trade Commission, the US Securities and Exchange Commission, the World Bank, the Board of Governors of the Federal Reserve System, the Federal Reserve Bank of New York, and the Congressional Budget Office. From 2001 to 2003, he served as chairman of the President’s Council of Economic Advisers.
Professor Hubbard has published more than 100 scholarly articles and coauthored several books, including the widely used textbook Money, the Financial System, and the Economy. His commentaries have appeared in Businessweek, The Wall Street Journal, The New York Times, the Financial Times, and The Washington Post, as well as on PBS television and NPR radio business programs. A frequent speaker, Professor Hubbard has presented his research at economic conferences throughout the world.
)Dr. Dawson specializes in applying economics and finance to complex problems in business litigation, including intellectual property (IP), false advertising, securities, and finance matters. Dr. Dawson’s 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 licensing, false advertising, and breach of contract. 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. Dr. Dawson has spoken at various conferences and served as a panelist on the topics of platform economics and IP damages. Dr. Dawson has been recognized 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.
)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. Navathe is a health economist and practicing physician who specializes in the design and evaluation of health care payment and reimbursement models, health plan coverage, medical service and prescription drug pricing, and the application of statistical, econometric, and machine learning methods to clinical and health care decision making. His research focuses on the impact of value-based care and payment models on health care costs, quality, and utilization; incentive design for clinician practices and health systems; health care claims analysis; and the intersection of clinical trials and observational data analyses. Dr. Navathe is a staff physician at Penn Presbyterian Medical Center and the chair and commissioner of the Medicare Payment Advisory Commission (MedPAC), a nonpartisan agency that provides analysis and recommendations to the US Congress on Medicare policy. He has served as a fellow at the President’s Council of Economic Advisers and as a medical officer and senior program manager of a US Department of Health and Human Services program on patient-centered outcomes research. He is the founder of Otter Health and co-founded Embedded Healthcare (now Clarify Health), companies focused on health care analytics, provider incentives, and value-based care model design.
Widely published in peer-reviewed journals, Dr. Navathe is also the founding coeditor in chief of Healthcare: The Journal of Delivery Science and Innovation. His research has been funded by the National Institutes of Health, the Robert Wood Johnson Foundation, and The Commonwealth Fund, among others. Dr. Navathe is a recipient of Johns Hopkins University’s Daniel E. Ford Award for achievement in health services and outcomes research. Previously, he served on the boards of directors of Hawaii Medical Services Association and SCAN Health Plan.
)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.
)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 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.
)Professor Jena is a health economist, practicing internal medicine physician, and professor of health care policy. His work involves several areas of health economics and policy, including the economics of medical innovation, the economics of physician behavior and the physician workforce, medical malpractice, and the economics of health care productivity. Professor Jena has been retained as an expert in several pharmaceutical and health care industry matters.
A prolific author, Professor Jena is the coauthor of the book Random Acts of Medicine, and he has contributed to more than 150 peer-reviewed articles and articles intended to increase patient understanding, published in outlets including The New England Journal of Medicine and The New York Times. He is a faculty research fellow at the National Bureau of Economic Research and serves on Harvard Medical School’s Standing Committee on Health Policy. Professor Jena is a recipient of the NIH Director’s Early Independence Award to fund research on the physician determinants of health care spending, quality, and patient outcomes, and a recipient of the International Society for Pharmacoeconomics and Outcomes Research (ISPOR) New Investigator Award. In 2018, he was listed among 100 great leaders in health care by Becker’s Hospital Review.
)Mr. Cohen has over 30 years’ experience as an expert in international arbitration, valuation, antitrust, intellectual property, and securities, and has testified in arbitration and federal courts on many aspects of economic damages. He specializes in fields that are intensive in intangible assets such as patents, copyrights, trademarks, and trade secrets. He has worked across a wide range of industries, including health care, software and technology, financial services, energy, transportation, and entertainment.
Mr. Cohen has worked with a number of major corporations. He also has experience in matters related to the US Federal Trade Commission, the US International Trade Commission, the Tax and Antitrust Divisions of the US Department of Justice, the Republic of Uruguay, and the Commonwealth of Australia.
Mr. Cohen is the author of Intangible Assets: Valuation and Economic Benefit and a contributor to the American Bar Association publication Proving Antitrust Damages. He has been a guest lecturer at both Northwestern University and The University of Chicago. He is also a prolific songwriter.
)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.
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.
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Professor Golder's research focuses on innovation, branding, and global marketing strategy. His research on market entry timing, new products, long-term market leadership, and quality has received widespread acclaim, including the William F. O'Dell Award (Journal of Marketing Research); the Harold H. Maynard Award (Journal of Marketing); the INFORMS Long Term Impact Award (Marketing Science); the Frank M. Bass Award (Marketing Science); the Berry Book Prize (American Marketing Association); and recognition from the Harvard Business Review for co-authoring one of the Top Ten Business Books of the Year (2002). His recent research includes an examination of how economic conditions affect long-term brand leadership persistence and how consumers learn to use multi-feature products like smartphones and websites. He has also recently developed an integrated framework of quality encompassing produced quality, experienced quality, evaluated quality, customer expectations, and customer satisfaction; and explored the historical origins of radical innovations including how they are developed and commercialized.
Prior to joining Tuck, he was Professor of Marketing, George and Edythe Heyman Faculty Fellow, and marketing department doctoral program coordinator at New York University's Stern School of Business. He has also held one-year faculty appointments at UCLA and Peking University's Guanghua School of Management. Professor Golder has six years of professional experience in the aerospace and oil industries and has consulted in other industries. He is the co-Editor-in-Chief of Marketing Letters, sits on the editorial review boards of other leading academic journals and is a long-time advisor and speaker to industry audiences and corporate executives. He holds a Ph.D. in Business Administration (Marketing) from the University of Southern California, and a B.S. in Mechanical Engineering from the University of Pennsylvania.
)Professor Noe is an expert on financial accounting and corporate finance. His areas of focus include valuation, accounting standards, corporate disclosure practices, earnings manipulation, and financial reporting. He has served as an expert and testified in several matters. Professor Noe’s teaching focuses on business analysis using financial statements, cost accounting-based management practices and strategies, variance analysis, internal metrics for evaluating management, and performance measurement systems. Prior to joining the MIT Sloan faculty, he worked in economic consulting, where his work included valuation of business enterprises, financial securities, and specific assets and liabilities; financial statement analysis; examination of accounting restatements; solvency assessment; and damages estimation. Professor Noe has published articles on topics such as voluntary disclosures and insider transactions, analyst specialization and stock breakups, and discounted cash flow valuation of S corporations.
)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.
)Professor Wilcox is a marketing professor who specializes in consumer behavior and decision making, with a focus on how consumers process information before and during purchase decisions. His research focuses on consumers’ perceptions, emotions, and self-control, examining how these and related concepts apply to social networks, luxury goods, financial decisions, and numerous other products and services. Professor Wilcox also studies how credit cards influence consumer decision making and spending behavior. He has provided expert testimony in breach of contract disputes involving interest rate calculations and the impact of service failures on customer satisfaction.
Professor Wilcox’s work has been published in academic journals such as the Journal of Personality and Social Psychology, the Journal of Consumer Research, and the Journal of Marketing Research and has been cited in The New York Times, TIME, The Globe and Mail, and Psychology Today. He serves as an associate editor for the Journal of Consumer Research, the Journal of Marketing, the Journal of Marketing Research, and the International Journal of Research in Marketing and is a member of the editorial board of the Journal of Consumer Psychology. His honors include selection to the Marketing Science Institute’s MSI Scholars and Young Scholars programs and best paper awards from both the La Londe Conference and the American Marketing Association’s Marketing and Public Policy Conference. He has also received the Citation of Excellence Award from Emerald Group Publishing, which recognizes highly cited papers. Prior to joining the Haas School, Professor Wilcox held faculty positions at Columbia Business School and Babson College. He also served as a marketing consultant, working with dozens of companies – including those in the Fortune 500 – to help identify the best ways to deliver customer value.
)Mr. McLean specializes in applying finance and economics to problems in complex business litigation, including securities, valuation, tax, and intellectual property (IP) matters. His experience spans several industries, from banking, insurance, and high tech to telecommunications and health care. He has served as an expert witness, and has provided assistance in many phases of litigation, including development, presentation, and review of pretrial discovery; preparation of testimony; and critique of analyses of opposing experts.
Mr. McLean’s case work has included general damages analyses, lost profit and reasonable royalty calculations related to IP misappropriation, and assessments of fiduciary duties and investment management. In addition, he has evaluated the economic characteristics and risk transfer of a range of financial instruments, such as private mortgage insurance, subprime loans, and preferred equity in a new venture. He has led large case teams in a number of high-profile matters, including consulting to the US Department of Justice (DOJ) regarding the financial issues involved in tribal trust fund disputes, and supporting counsel for a large electronics manufacturer in litigation associated with features on smartphones and tablets.
In addition, Mr. McLean has presented on topics related to damages assessment and patents. He has also worked with entrepreneurial companies, helping to develop financial projections, business plans, and marketing strategies.
)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 350 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
)Dr. Good, an expert on user experience research and user behavior concerning technology, security, and privacy, has over 20 years of experience as a research scientist and technologist. He has co-developed technologies and designs for privacy protection products that have grown to millions of users, and he has worked with Fortune 100 firms to develop privacy and security solutions. Dr. Good has consulted on a variety of consumer protection cases, as well as civil and criminal investigations; provided testimony on his research before Congress and the Federal Trade Commission (FTC); and presented before the FTC on consumer protection and competition issues. He has been a consulting and testifying expert for the California Department of Justice and the FTC on notice design for mobile and web applications, the re-creation and testing of consumer experiences on such applications, and network and technical analysis related to privacy and security investigations. Dr. Good has published extensively on user experience studies, privacy, and security-related topics, including dark patterns in games and app design. His work has been covered by The Economist, The New York Times, the San Francisco Chronicle, ABC, and CNN. Dr. Good holds multiple software technology patents related to multimedia systems, event analysis, and information extraction. His prior experience includes research positions with PARC, Yahoo!, and HP Research Labs. Prior to his roles at AppCensus – a data privacy analysis firm focused on mobile devices – and Good Research, he was a lecturer in the data science graduate program at the University of California, Berkeley.
)Professor Barasch is an expert in marketing and consumer behavior who uses surveys and experimental designs to study how technology influences consumer perceptions, memory, decision making, and social interactions. Her research focuses on interpersonal communication in online contexts, consumer perceptions of pricing information, and perceptions of fairness regarding the impact of technological innovations, and she has testified as an expert witness on consumer perceptions of advertising. Professor Barasch has published her research in academic journals such as the Journal of Consumer Research, the Journal of Marketing Research, and the Journal of Marketing, and her work has been featured in global press outlets including The New York Times, The Washington Post, The Atlantic, and Fast Company. Her research accolades include the Association for Consumer Research’s Early Career Research Award and the American Marketing Association’s Erin Anderson Award for an Emerging Female Mentor and Scholar. Professor Barasch is the director of the marketing Ph.D. program at the University of Colorado Boulder, where she supervises several doctoral students. Previously, she was an associate marketing professor at NYU Stern School of Business and a visiting professor at INSEAD.
)Professor Oyer is an expert in the economics of organizations and human resource practices. In the field of personnel economics, he has undertaken several studies on how organizations pay and provide incentives for their workers. He has also examined how salespeople and executives react to incentive systems and why some firms use broad-based stock option programs. In addition, he has conducted research on how firms have adjusted their human resource practices in response to legal barriers for dismissing workers. His current research projects focus on how companies identify and recruit workers in highly-skilled and competitive labor markets. His research has been published in numerous peer-reviewed journals, including the Quarterly Journal of Economics, the American Economic Review, and the Journal of Finance. Professor Oyer is a research associate with the National Bureau of Economic Research and the editor-in-chief of the Journal of Labor Economics. Prior to joining Stanford, he was on the faculty of the Kellogg School at Northwestern University. In his pre-academic life, Professor Oyer worked for the management consulting firm Booz, Allen and Hamilton, as well as for 3Com Corporation and ASK Computer Systems.
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Pierre Cremieux, CEO of Analysis Group, has a broad range of expertise in health economics, antitrust, statistics, and labor economics. He has consulted to numerous clients in the US and Canada and testified in bench and jury trials, arbitrations, and administrative proceedings.
Dr. Cremieux has served as an expert and supported other experts in both litigation and non-litigation matters on antitrust issues; general commercial claims; contractual disputes; and a number of labor-related matters in a variety of industries, including high tech, pharmaceuticals, biotech, financial products, consumer products, and commodities. He has assessed the evaluation of damages on a class-wide basis in some of the largest class action matters in recent years.
His scientific research in antitrust economics, class certification, health economics, and statistics has been published in numerous peer-reviewed journals including the George Mason Law Review, the American Bar Association Economics Committee Newsletter, The Review of Economics and Statistics, the Journal of Health Economics, Industrial and Labor Relations Review, the Journal of Clinical Oncology, and the American Journal of Managed Care. Dr. Cremieux's research has been cited in leading media outlets including The Wall Street Journal and Forbes.
Dr. Cremieux has frequently presented at leading legal, health care, and economics seminars on topics such as antitrust, class certification, health economics, and statistics, in both the United States and Canada. He has also been invited to teach courses on economics, statistics, health care, and antitrust at various schools including McGill University, Boston University, Harvard Medical School, and Yale's School of Management.
Prior to joining Analysis Group in 1997, Dr. Cremieux spent five years as a professor at the University du Québec à Montréal, and served as an adjunct professor from 1997 to 2018.
)Professor Knittel’s research focuses on industrial organization, applied econometrics, and energy and environmental economics. He has provided trial and deposition testimony in a number of litigation matters, including valuing product features in smartphones, PCs, and contact lenses. He has also consulted to Delta Airlines, Ford Motor Company, the US Energy Information Administration, and Korea Electric Power Company. Professor Knittel has authored or coauthored numerous articles on topics such as market structure and product pricing, tacit collusion, and challenges in merger simulation analysis. Examples of his research include articles on the spurious correlation between ethanol production and gasoline prices, unilateral market power in the electricity reserves market, and tacit collusion in credit card markets. His research has appeared in the American Economic Review, the American Economic Journal: Macroeconomics, the American Economic Journal: Economic Policy, The Review of Economics and Statistics, The Journal of Industrial Economics, and The Energy Journal, among other academic publications. He is a former coeditor of the Journal of Public Economics and serves or has served as an associate editor for several other scholarly journals, including the American Economic Journal: Economic Policy, The Journal of Industrial Economics, the Journal of Transport Economics and Policy, and The Journal of Energy Markets. Professor Knittel is a research associate at the National Bureau of Economic Research (NBER) in the Productivity, Innovation, and Entrepreneurship and Industrial Organization programs, and he co-directs the Environment and Energy Economics program.
)Dr. Mortimer specializes in health economics, industrial organization, microeconomic theory, and econometrics. He has extensive experience with issues involving competition, intellectual property, marketing, pricing, and valuation with a focus on pharmaceuticals and the health care industry. His analyses have addressed issues of pricing, profitability, and payment flows at all levels of the distribution chain for pharmaceuticals and other health care products and services. He has evaluated and provided expert testimony on questions of causation, damages, class certification, and valuation in a variety of health care cases, including cases involving allegations of False Claims Act (FCA) and Anti-Kickback Statute (AKS) violations, Lanham Act matters, and antitrust matters. In addition to his work in litigation, Dr. Mortimer has assisted pharmaceutical and medical device manufacturers on pricing and contracting issues and authored several public policy studies related to legislation establishing a biosimilar approval pathway, biosimilar competition, pharmaceutical pricing, generic drug competition and the role of authorized generic entry, and paragraph IV abbreviated new drug application (ANDA) filings. His research has been published in leading peer-reviewed journals, including Health Affairs, Nature Reviews Drug Discovery, The Journal of Industrial Economics, and the Journal of Medical Economics.
)Professor Wilks is an expert in accounting and financial reporting – specifically, the application of both US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS) to revenue recognition transactions, consolidation of variable interest entities, leases, transfers of financial assets, and fair value measurement. His research examines financial reporting policies, revenue recognition, the auditing of fair value measurements, and fraud detection. From 2006 to 2009, Professor Wilks was an academic fellow at the Financial Accounting Standards Board (FASB) and a technical consultant to the International Accounting Standards Board (IASB). During this time, he managed the Revenue Recognition Project, coauthored over 50 research memos, and led board deliberations on these memos. Professor Wilks has served as a technical advisor to Connor Group, which provides GAAP review and Securities and Exchange Commission (SEC) reporting guidance to firms preparing for IPOs. He has also consulted to the SEC and various public companies. His extensive research on accounting-related topics has been published in The Accounting Review, the Review of Accounting Studies, Contemporary Accounting Research, Auditing: A Journal of Practice & Theory, and Management Science. Professor Wilks is the founder and faculty advisor of RevenueHub, which has published more than 100 articles on Accounting Standards Codification (ASC) Topic 606, revenue recognition.
)Professor Levinsohn is an expert in antitrust, industrial organization, and econometrics. He has provided expert reports and testimony in several landmark antitrust and regulatory matters, including In re: TFT-LCD (Flat Panel) Antitrust Litigation, In re: Vitamins Antitrust Litigation, In re: New Motor Vehicles Canadian Export Antitrust Litigation, and the Tobacco Master Settlement Agreement proceedings. He has also consulted to numerous foreign governments and international organizations.
Professor Levinsohn conducts research in industrial organization, applied econometrics, international economics, and development economics. He has served on the editorial boards of American Economic Review, The Review of Economics and Statistics, the Journal of International Economics, and the Journal of Economic Literature. Prior to joining the Yale faculty, Professor Levinsohn was the J. Ira and Nicki Harris Family Professor of Public Policy at the Gerald R. Ford School of Public Policy at the University of Michigan.
)Ms. Filsoof has conducted economic and financial analyses and managed case teams in support of academic and industry experts in a broad range of finance and securities, antitrust, and commercial litigation matters. Her finance and securities case work has included examining allegations of securities fraud, evaluating investment compliance and suitability and compliance with fiduciary duties, assessing corporate governance, analyzing investment management fees, analyzing the performance of mortgages and mortgage-backed securities (MBS), and assessing the appropriateness of class certification. Ms. Filsoof has supported industry and academic experts on a variety of topics related to MBS, including due diligence, loan underwriting, appraisal, trustee duties, and damages. She has also supported industry experts in addressing regulatory compliance and banking practices, including issues related to fraud, Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, third-party lending relationships, and mortgage lending. Ms. Filsoof’s antitrust case work has included analyzing market structure and competitive dynamics, evaluating the competitive effects of mergers, assessing the appropriateness of class certification, and estimating antitrust damages. Her case work has spanned multiple industries, including financial services, insurance, payment cards, high tech, aviation, and pharmaceuticals. She has substantial experience in payments and has supported academic and industry experts in multiple litigation and consulting engagements involving payment cards and emerging payment methods. Ms. Filsoof has provided assistance to attorneys in all phases of the litigation process, including case strategy, discovery, expert reports, deposition, and trial.
)Professor Goodstein specializes in marketing strategy, consumer behavior and decision making, brand equity, advertising, and integrated marketing communications, with a focus on the application of marketing and behavioral research in litigation and regulatory settings. His work includes analyses of trademark infringement, false advertising, brand dilution, and consumer perception and confusion, and he has testified as a marketing and branding expert, including before the Federal Trade Commission and the US House Committee on Veterans’ Affairs. Professor Goodstein has consulted to organizations across a range of industries, including technology, telecommunications, financial services, health care, retail, and pharmaceuticals, advising on brand equity, positioning, marketing communications, and pricing. His research examines advertising, pricing, and retailing using empirical methods such as surveys, conjoint analysis, and field studies and has been published in peer-reviewed journals such as the Journal of Consumer Research, the Journal of Marketing Research, the Journal of Marketing, and the Journal of Retailing. He has also contributed to edited volumes and presented his research at academic and industry conferences. Professor Goodstein serves on the editorial boards of several journals, including Marketing Letters, the Journal of Business Research, the Journal of Retailing, and the Journal of the Academy of Marketing Science. His honors include the Hall of Fame award from the American Marketing Association of Washington, DC and multiple teaching awards. Previously, Professor Goodstein held academic appointments at the Kelley School of Business at Indiana University, The Wharton School of the University of Pennsylvania, and UCLA Anderson School of Management.
)Professor Blouin is an expert on the role of taxation in firm decision making. Her research examines the effect of taxes on asset pricing, capital structure, corporate payout behavior, multinational firm behavior, and mergers and acquisitions. She has also examined the effects of investor tax-sensitivity on portfolio rebalancing, price pressure, and fund performance. Professor Blouin has provided expert analysis and testimony in tax shelter litigation on behalf of the US Department of Justice, and in pharmaceutical patent litigation regarding transfer pricing and the repatriation of earnings by multinational corporations and their affiliates. Professor Blouin’s research has been published in peer-reviewed journals that include the Journal of Accounting and Economics and National Tax Journal, and she is an editor of the Review of Accounting Studies and an associate editor of the Journal of Accounting Research. Her work has been cited in The Wall Street Journal, The New York Times, and the Financial Times, as well as on NPR. She is a recipient of the University of Pennsylvania’s Lindback Award for Distinguished Teaching and Wharton Teaching Excellence Award. Prior to her academic career, Professor Blouin was a tax manager with Arthur Andersen.
)Professor Peress is an expert in finance, specializing in capital markets, asset pricing, and portfolio theory. His theoretical and empirical research focuses on the generation and diffusion of information in financial markets, with applications to asset management, financial disclosures, media, and economic growth. His experience as an expert in securities litigation includes consulting work and the preparation of expert reports.
Professor Peress has published numerous articles in leading academic journals, including The Journal of Finance, TheReview of Financial Studies, The Journal of Portfolio Management, and The Journal of Economic Theory. He was twice awarded the Smith Breeden Prize for best paper published in The Journal of Finance, and was recognized in 2011 as the “Best Young Researcher in Finance,” a title awarded by the Institut Louis-Bachelier and the Institut Europlace de Finance, two foundations that promote financial research. Professor Peress serves as coeditor of The Review of Finance, the leading academic finance journal in Europe. He also served as a visiting scholar at Princeton University's Bendheim Center for Finance in 2006, the London School of Economics in 2007–2008, and University of Southern California's Marshall School of Business in 2013–2014. An accomplished teacher, he was twice awarded the Deans' Commendation for Excellence in M.B.A. Teaching. While working on his Ph.D. in economics at the University of Chicago, Professor Peress worked at Lehman Brothers in both the fixed-income research and emerging market desk groups based in London and New York, respectively.
)Mr. Willett has over 25 years of experience in financial and executive management. He is the former chief operating officer of Merrill Lynch Europe, Middle East & Africa, responsible for the firm's business activities in the region, including private client, institutional investor, investment banking, securities trading, and asset management. Prior to that, he served as senior vice president and chief financial officer of Merrill Lynch & Co., Inc., responsible for the company's audit, controller, tax, credit, investor relations, and treasury functions. Prior to joining Merrill Lynch, Mr. Willett served six years with Chase Manhattan Bank, where he was vice president in the Chase financial policy division. Since 2002, he has served as a director of the Marsico Investment Fund and chair of its audit committee.
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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.
Dr. Stanford is a fellowship-trained obesity medicine physician-scientist who specializes in weight-related health issues, nutrition, and public health. Her expertise includes obesity treatment, health disparities in diverse populations, weight discrimination and stigma, and diagnostic criteria for clinical obesity. Dr. Stanford has helped develop a standardized approach for weight loss pharmacotherapy at the Massachusetts General Hospital Weight Center, where she has evaluated more than 10,000 patients. Her research has been published widely in peer-reviewed journals such as The New England Journal of Medicine, The Lancet, The British Medical Journal (BMJ), Annals of Internal Medicine, JAMA Pediatrics, Obesity, and the International Journal of Obesity. Dr. Stanford was appointed to the 2025 Dietary Guidelines Advisory Committee by the US Departments of Health and Human Services (HHS) and Agriculture (USDA), and she drafted the obesity policy for children, adolescents, and adults for the World Medical Association. Her many honors include recognition as a Scholar in Diagnostic Excellence by the National Academy of Medicine, the Pride in the Profession Award from the American Medical Association (AMA) Foundation, the Reducing Health Disparities and Women’s Health awards from the Massachusetts Medical Society (MMS), the Meritorious Achievement Award from the National Medical Association, and clinician of the year awards from the MMS Suffolk District and the Obesity Society. Dr. Stanford is the associate editor of Frontiers in Public Health and serves on the editorial boards of the International Journal of Obesity, Health Equity, Childhood Obesity, and Endocrine Today. She has been elected to leadership positions in national medical organizations such as the AMA, the American College of Physicians, and the American Academy of Pediatrics.
Professor Fos is an expert in finance who applies economic and financial theory to both academic research and advisory work. His expertise spans financial markets and corporate governance and finance, with additional specialization in institutional investing and household finance. Professor Fos’s research examines information transmission in financial markets, the dynamics of insider trading, and the effects of share repurchases on firm investment and employment. He also studies corporate governance issues such as board effectiveness and shareholder activism. Professor Fos has testified as an expert witness in litigation matters on fiduciary duties, insider trading, abnormal trading activity, and assessments of firms’ financial conditions. His research has been published in academic journals such as Econometrica, the Journal of Finance, the Journal of Financial Economics, the Journal of Financial and Quantitative Analysis, The Review of Financial Studies, and Management Science. He has served as an associate editor for the Review of Financial Studies, the Journal of Banking and Finance, Financial Management, and the Journal of Empirical Finance. His honors include best paper awards from the Journal of Finance, the Review of Asset Pricing Studies, the Financial Research Association, the John L. Weinberg/IRRCi Research Paper Award, and the Carroll School of Management’s Coughlin Distinguished Teaching Award. Professor Fos is a research associate at the National Bureau of Economic Research, a research fellow at the Centre for Economic Policy Research, and a research member of the European Corporate Governance Institute. He has presented his work at major international finance conferences, including meetings of the American Finance Association, the Western Finance Association, and the European Finance Association.
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.
Mr. Yeater applies his expertise in economics and financial concepts 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 in non-testifying roles. In more than 20 years as an economic consultant, he has led large, high-profile engagements supporting 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 assisted 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 to the ABA’s 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. Mr. Yeater has been named Economist of the Year by Global Competition Review for his successful expert testimony on behalf of the Federal Trade Commission in its opposition to the merger of The Kroger Company and Albertsons Companies.
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.
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.
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.
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.
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.
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.
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. Ji specializes in the application of economics and finance to litigation matters in the areas of mergers and acquisitions (M&A), valuation, private equity and venture capital, 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, retail and consumer products, 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, merits, mediation, and settlement negotiation, and has addressed issues such as price impact, loss causation, damages methodology, materiality, and falsity. In the realm of private equity and venture capital, Mr. Ji brings extensive experience analyzing industry customs and practices related to fund manager compensation, assessing reputational effects on capital raising and fund performance, developing simulations and forecasts of fund- and firm-level returns, and valuing partnership interests. 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.
Ms. Summers is a legal expert with more than 40 years of experience, specializing in complex financial and legal issues in leveraged finance, commercial lending, debt capital markets, and loan trading, with a focus on credit documentation and market practices. She is regularly engaged as an expert and consultant in matters involving syndicated lending, intercreditor arrangements, and industry custom and usage; has served as an expert witness; and is certified with the American Arbitration Association-International Centre for Dispute Resolution (AAA-ICDR) as a commercial arbitrator. Ms. Summers’ publications and commentary on the transition from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR), covenant-lite structures, and credit risk have appeared in legal and financial publications, including the International Comparative Legal Guides, and she has spoken widely at industry and bar association conferences on leveraged finance and market structure. Previously, Ms. Summers was a partner in the finance department of Latham & Watkins, where she represented financial institutions and private capital providers in secured and unsecured lending, cross-border financings, and distressed debt strategies; served on the firm’s ethics and finance committees; and was a founder of the firm’s Women Enriching Business initiative. She also served as executive vice president and general counsel of the Loan Syndications and Trading Association, deputy general counsel at Barclays Capital, and counsel in the leveraged finance group at O’Melveny & Myers. During her years of active legal practice, Ms. Summers was admitted to the New York Bar and to the US District Courts for the Southern and Eastern Districts of New York.
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.
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.
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.
Ms. Bartlett has two decades of experience applying financial, accounting, and statistical analyses to finance, insurance, labor and employment, privacy, intellectual property, class action, and commercial dispute matters, with deep experience in damages calculation, valuation, and health care. She has been retained as an expert in numerous cases and has testified at deposition and trial. Ms. Bartlett’s work has involved calculation of lost profits, unjust enrichment, lost wages, and lost earnings capacity; accounting investigations; liquidity and solvency analyses; valuation of companies and joint ventures, and analysis of big data. Her class certification experience spans various practice areas, including data privacy, labor and employment, health care, and securities. Ms. Bartlett is a CFA charterholder and holds the American Institute of Certified Public Accountants’ Accredited in Business Valuation (ABV) credential.
Professor Walker is an expert in electric propulsion, plasma physics, and spacecraft-thruster interactions, with a focus on propulsion system development, plasma diagnostics, and integration effects. He directs Georgia Tech’s High-Power Electric Propulsion Laboratory and consults to organizations such as Lockheed Martin and NASA. Professor Walker has testified before the Space Subcommittee of the US House of Representatives Science, Space, and Technology Committee and served as a technical expert in complex regulatory and litigation contexts. He has authored more than 160 technical publications, including peer-reviewed journal articles and conference proceedings, and is an associate editor of the American Institute of Aeronautics and Astronautics’ (AIAA’s) Journal of Spacecraft and Rockets. Professor Walker serves on NASA’s Advisory Council on Technology, Innovation, and Engineering and the US Department of Energy’s Fusion Energy Sciences Advisory Committee. He has held leadership roles including chair of the Electric Propulsion Technical Committee and general chair of the International Electric Propulsion Conference. Professor Walker is a fellow of the AIAA and has received numerous honors, including the AIAA Lawrence Sperry Award. He has delivered invited briefings and lectures at NASA centers and institutions such as Columbia University. Earlier in his career at Georgia Tech, Professor Walker served as associate dean for academic affairs and associate chair for graduate programs in aerospace engineering. He is a member of several professional societies, including the American Physical Society.
Dr. Befurt is an expert in applying marketing research methods and complex data analyses to litigation matters and strategic business problems. He has served as an expert witness in numerous matters pertaining to marketing, consumer behavior, and survey measurements. Dr. Befurt’s clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), Microsoft, Oracle, Meta, Google, Intel, Samsung, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, and Nestlé. He has testified at numerous depositions and trials. As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, privacy topics, 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 and data analyses in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex consumer 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 industries and product categories.
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.
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.
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.
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 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).
Dr. Caminade specializes in the economic analysis of competition and platform issues in the US and EU. She has written reports and testified multiple times as an expert witness in antitrust matters, on behalf of plaintiffs, defendants, and agencies. Dr. Caminade has extensive experience working on behalf of digital platforms and technology companies on litigation, investigative, and regulatory issues, including competition and worker misclassification matters. She has conducted, authored, or supervised dozens of economic impact studies and multiple white papers. Additionally, she has conducted analyses of competition issues across a range of industries and conduct. Dr. Caminade has taught competition economics at the undergraduate level in the economics department at Dartmouth College. She has written about and discussed antitrust issues in the digital economy and in health care markets, occupational licensing, two-sided platforms, and interim measures in antitrust investigations. Her papers have appeared in the Journal of Competition Law & Economics and ABA’s The Antitrust Source. She was a speaker at a competition roundtable organized by the OECD and at the ABA Antitrust Law Section Spring Meeting. Dr. Caminade serves as vice-chair of the Media and Technology Committee of the ABA Antitrust Law Section.
Professor Mitzenmacher’s research interests include the design and analysis of algorithms and data structures, networks and data transmission, artificial intelligence, 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. He has authored or coauthored more than 250 conference and journal publications on topics such as algorithms that incorporate machine learning predictions, 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. 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. 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. Prior to joining the Harvard faculty, Professor Mitzenmacher 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.
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.
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.
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.
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 Moneta is an expert in investments, institutional investors, trading behavior, mutual fund performance, responsible investing, and empirical asset pricing. His research has been published in numerous academic journals, including Management Science, the Journal of Financial and Quantitative Analysis, the Journal of Empirical Finance, Critical Finance Review, and Energy Economics. He has presented his work at more than 70 academic and industry conferences across Europe and North America. At the Telfer School of Management, Professor Moneta serves as co-director of the Microprogram in Capital Markets and the student-managed Telfer Capital Fund. He is also the principal coordinator for the Responsible Investing sub-cluster of the Centre for a Responsible Wealth Transition. In recognition of his research contributions, he received the 2023 Telfer Established Researcher Award and the 2020 Investment Research Award from Hillsdale Investment Management and CFA Society Toronto. Prior to joining Telfer, Professor Moneta was an assistant professor of finance at the Smith School of Business at Queen’s University and has held visiting positions at the Università di Pisa and the Collegio Carlo Alberto.
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.
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.
Dr. Betts specializes in the application of advanced biostatistics techniques in the field of health economics and outcomes research (HEOR). He has broad experience developing research strategies in a range of disease areas, including endocrinology, immunology, hematology, neurology, oncology, psychiatry, virology, and women’s health. Dr. Betts has developed and applied new research methods in the fields of individualized medicine methodology, meta-analyses/indirect comparisons, causal inference, Bayesian statistics, missing data problems, and risk prediction. His expertise includes the design and analysis of clinical trials, health economics modeling, indirect comparisons/network meta-analysis, causal inference, psychometrics, survey design, and retrospective database analyses (including administrative claims, electronic medical records, and registry data). Dr. Betts’s work includes developing risk-benefit analyses, cost-effectiveness models, and network meta-analyses for regulatory submission as well as treatment pattern and burden-of-illness research to support the launch of emerging products. His research has been published in peer-reviewed statistical, medical, and health economics journals and presented at clinical and economic research conferences.
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 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.
Dr. Lewis provides economic analysis and expert witness support in a wide range of litigation matters, including antitrust, class certification, and health care cases. His case work has involved cartel allegations in a variety of industries, alleged horizontal and vertical restraints by manufacturers in the technology and construction industries, antitrust claims against brand and generic drug manufacturers, and transfer pricing disputes. Prior to joining Analysis Group, Dr. Lewis was a manager in the economic and statistical consulting group of a financial advisory firm.
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.
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.
For more than 25 years, Mr. Christensen has worked on high-stakes litigation matters with world-class experts, supporting their testimony at both bench and jury trials. His work has focused on valuation and appraisal matters, private equity disputes, antitrust and consent decree litigations, bankruptcy, and tax and transfer pricing dispute resolutions. Through his extensive experience, he has developed a deep understanding of the high-tech, digital advertising, pharmaceutical, media and entertainment, and finance industries. In addition to his litigation work, Mr. Christensen has also assisted in the preparation of numerous impact studies in the high-tech space on issues such as cloud computing and storage, broadband availability, virtual and augmented reality, artificial intelligence, and the metaverse. His clients have included Meta/Facebook, Google, GSK, AstraZeneca, JAB Holding Company, Bank of America, BNP, and Fidelity. Among his engagements are high-tech antitrust matters, a GSK transfer pricing dispute, the Nortel Networks bankruptcy, Delaware appraisal trial victories involving PetSmart and Panera, and rate-setting trials for BMI. Mr. Christensen is a CFA charterholder.
Dr. Cliff is a financial economist with expertise in a range of topics, including asset valuation, mergers and acquisitions (M&A), solvency, tax shelters, stock analysts’ recommendations, IPOs, REITs, derivatives, and hedge funds. He has extensive experience with large financial datasets, sophisticated econometric models, and simulations. In his consulting engagements, Dr. Cliff has addressed business and asset valuation, analysis of complex financial structures, analysis of solvency and debt covenants, evaluation of investment strategies, damages modeling, class certification, and assessment of due diligence practices. In these assignments, he has managed large case teams, designed and performed analyses supporting expert reports, critiqued opposing expert reports, and assisted with preparation for depositions and trial. Dr. Cliff has also served as an expert on cases involving a variety of topics, including valuation, solvency, damages, and liquidity discounts. Prior to joining Analysis Group, Dr. Cliff was a finance professor for nine years at Purdue University and Virginia Tech, where he taught a variety of courses at the undergraduate, M.B.A., and Ph.D. levels. His academic research has been published in leading journals such as the Journal of Finance, the Journal of Business, the Journal of Financial and Quantitative Analysis, and Financial Management.
Professor Hubbard is a leading expert in public economics, corporate and institutional finance, macroeconomics, antitrust, and industrial organization. He has provided trial and deposition testimony in numerous litigation matters, including more than a dozen cases in the Delaware Chancery Court. He has also served as a testifying expert in several high-profile finance- and securities-related cases, as well as on damages issues in antitrust matters. Professor Hubbard has consulted to several government and international agencies, including the US Department of the Treasury, the US International Trade Commission, the US Securities and Exchange Commission, the World Bank, the Board of Governors of the Federal Reserve System, the Federal Reserve Bank of New York, and the Congressional Budget Office. From 2001 to 2003, he served as chairman of the President’s Council of Economic Advisers.
Professor Hubbard has published more than 100 scholarly articles and coauthored several books, including the widely used textbook Money, the Financial System, and the Economy. His commentaries have appeared in Businessweek, The Wall Street Journal, The New York Times, the Financial Times, and The Washington Post, as well as on PBS television and NPR radio business programs. A frequent speaker, Professor Hubbard has presented his research at economic conferences throughout the world.
Dr. Dawson specializes in applying economics and finance to complex problems in business litigation, including intellectual property (IP), false advertising, securities, and finance matters. Dr. Dawson’s 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 licensing, false advertising, and breach of contract. 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. Dr. Dawson has spoken at various conferences and served as a panelist on the topics of platform economics and IP damages. Dr. Dawson has been recognized 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.
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. Navathe is a health economist and practicing physician who specializes in the design and evaluation of health care payment and reimbursement models, health plan coverage, medical service and prescription drug pricing, and the application of statistical, econometric, and machine learning methods to clinical and health care decision making. His research focuses on the impact of value-based care and payment models on health care costs, quality, and utilization; incentive design for clinician practices and health systems; health care claims analysis; and the intersection of clinical trials and observational data analyses. Dr. Navathe is a staff physician at Penn Presbyterian Medical Center and the chair and commissioner of the Medicare Payment Advisory Commission (MedPAC), a nonpartisan agency that provides analysis and recommendations to the US Congress on Medicare policy. He has served as a fellow at the President’s Council of Economic Advisers and as a medical officer and senior program manager of a US Department of Health and Human Services program on patient-centered outcomes research. He is the founder of Otter Health and co-founded Embedded Healthcare (now Clarify Health), companies focused on health care analytics, provider incentives, and value-based care model design.
Widely published in peer-reviewed journals, Dr. Navathe is also the founding coeditor in chief of Healthcare: The Journal of Delivery Science and Innovation. His research has been funded by the National Institutes of Health, the Robert Wood Johnson Foundation, and The Commonwealth Fund, among others. Dr. Navathe is a recipient of Johns Hopkins University’s Daniel E. Ford Award for achievement in health services and outcomes research. Previously, he served on the boards of directors of Hawaii Medical Services Association and SCAN Health Plan.
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.
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 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.
Professor Jena is a health economist, practicing internal medicine physician, and professor of health care policy. His work involves several areas of health economics and policy, including the economics of medical innovation, the economics of physician behavior and the physician workforce, medical malpractice, and the economics of health care productivity. Professor Jena has been retained as an expert in several pharmaceutical and health care industry matters.
A prolific author, Professor Jena is the coauthor of the book Random Acts of Medicine, and he has contributed to more than 150 peer-reviewed articles and articles intended to increase patient understanding, published in outlets including The New England Journal of Medicine and The New York Times. He is a faculty research fellow at the National Bureau of Economic Research and serves on Harvard Medical School’s Standing Committee on Health Policy. Professor Jena is a recipient of the NIH Director’s Early Independence Award to fund research on the physician determinants of health care spending, quality, and patient outcomes, and a recipient of the International Society for Pharmacoeconomics and Outcomes Research (ISPOR) New Investigator Award. In 2018, he was listed among 100 great leaders in health care by Becker’s Hospital Review.
Mr. Cohen has over 30 years’ experience as an expert in international arbitration, valuation, antitrust, intellectual property, and securities, and has testified in arbitration and federal courts on many aspects of economic damages. He specializes in fields that are intensive in intangible assets such as patents, copyrights, trademarks, and trade secrets. He has worked across a wide range of industries, including health care, software and technology, financial services, energy, transportation, and entertainment.
Mr. Cohen has worked with a number of major corporations. He also has experience in matters related to the US Federal Trade Commission, the US International Trade Commission, the Tax and Antitrust Divisions of the US Department of Justice, the Republic of Uruguay, and the Commonwealth of Australia.
Mr. Cohen is the author of Intangible Assets: Valuation and Economic Benefit and a contributor to the American Bar Association publication Proving Antitrust Damages. He has been a guest lecturer at both Northwestern University and The University of Chicago. He is also a prolific songwriter.
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.
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.
Professor Golder's research focuses on innovation, branding, and global marketing strategy. His research on market entry timing, new products, long-term market leadership, and quality has received widespread acclaim, including the William F. O'Dell Award (Journal of Marketing Research); the Harold H. Maynard Award (Journal of Marketing); the INFORMS Long Term Impact Award (Marketing Science); the Frank M. Bass Award (Marketing Science); the Berry Book Prize (American Marketing Association); and recognition from the Harvard Business Review for co-authoring one of the Top Ten Business Books of the Year (2002). His recent research includes an examination of how economic conditions affect long-term brand leadership persistence and how consumers learn to use multi-feature products like smartphones and websites. He has also recently developed an integrated framework of quality encompassing produced quality, experienced quality, evaluated quality, customer expectations, and customer satisfaction; and explored the historical origins of radical innovations including how they are developed and commercialized.
Prior to joining Tuck, he was Professor of Marketing, George and Edythe Heyman Faculty Fellow, and marketing department doctoral program coordinator at New York University's Stern School of Business. He has also held one-year faculty appointments at UCLA and Peking University's Guanghua School of Management. Professor Golder has six years of professional experience in the aerospace and oil industries and has consulted in other industries. He is the co-Editor-in-Chief of Marketing Letters, sits on the editorial review boards of other leading academic journals and is a long-time advisor and speaker to industry audiences and corporate executives. He holds a Ph.D. in Business Administration (Marketing) from the University of Southern California, and a B.S. in Mechanical Engineering from the University of Pennsylvania.
Professor Noe is an expert on financial accounting and corporate finance. His areas of focus include valuation, accounting standards, corporate disclosure practices, earnings manipulation, and financial reporting. He has served as an expert and testified in several matters. Professor Noe’s teaching focuses on business analysis using financial statements, cost accounting-based management practices and strategies, variance analysis, internal metrics for evaluating management, and performance measurement systems. Prior to joining the MIT Sloan faculty, he worked in economic consulting, where his work included valuation of business enterprises, financial securities, and specific assets and liabilities; financial statement analysis; examination of accounting restatements; solvency assessment; and damages estimation. Professor Noe has published articles on topics such as voluntary disclosures and insider transactions, analyst specialization and stock breakups, and discounted cash flow valuation of S corporations.
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.
Professor Wilcox is a marketing professor who specializes in consumer behavior and decision making, with a focus on how consumers process information before and during purchase decisions. His research focuses on consumers’ perceptions, emotions, and self-control, examining how these and related concepts apply to social networks, luxury goods, financial decisions, and numerous other products and services. Professor Wilcox also studies how credit cards influence consumer decision making and spending behavior. He has provided expert testimony in breach of contract disputes involving interest rate calculations and the impact of service failures on customer satisfaction.
Professor Wilcox’s work has been published in academic journals such as the Journal of Personality and Social Psychology, the Journal of Consumer Research, and the Journal of Marketing Research and has been cited in The New York Times, TIME, The Globe and Mail, and Psychology Today. He serves as an associate editor for the Journal of Consumer Research, the Journal of Marketing, the Journal of Marketing Research, and the International Journal of Research in Marketing and is a member of the editorial board of the Journal of Consumer Psychology. His honors include selection to the Marketing Science Institute’s MSI Scholars and Young Scholars programs and best paper awards from both the La Londe Conference and the American Marketing Association’s Marketing and Public Policy Conference. He has also received the Citation of Excellence Award from Emerald Group Publishing, which recognizes highly cited papers. Prior to joining the Haas School, Professor Wilcox held faculty positions at Columbia Business School and Babson College. He also served as a marketing consultant, working with dozens of companies – including those in the Fortune 500 – to help identify the best ways to deliver customer value.
Mr. McLean specializes in applying finance and economics to problems in complex business litigation, including securities, valuation, tax, and intellectual property (IP) matters. His experience spans several industries, from banking, insurance, and high tech to telecommunications and health care. He has served as an expert witness, and has provided assistance in many phases of litigation, including development, presentation, and review of pretrial discovery; preparation of testimony; and critique of analyses of opposing experts.
Mr. McLean’s case work has included general damages analyses, lost profit and reasonable royalty calculations related to IP misappropriation, and assessments of fiduciary duties and investment management. In addition, he has evaluated the economic characteristics and risk transfer of a range of financial instruments, such as private mortgage insurance, subprime loans, and preferred equity in a new venture. He has led large case teams in a number of high-profile matters, including consulting to the US Department of Justice (DOJ) regarding the financial issues involved in tribal trust fund disputes, and supporting counsel for a large electronics manufacturer in litigation associated with features on smartphones and tablets.
In addition, Mr. McLean has presented on topics related to damages assessment and patents. He has also worked with entrepreneurial companies, helping to develop financial projections, business plans, and marketing strategies.
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 350 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
Dr. Good, an expert on user experience research and user behavior concerning technology, security, and privacy, has over 20 years of experience as a research scientist and technologist. He has co-developed technologies and designs for privacy protection products that have grown to millions of users, and he has worked with Fortune 100 firms to develop privacy and security solutions. Dr. Good has consulted on a variety of consumer protection cases, as well as civil and criminal investigations; provided testimony on his research before Congress and the Federal Trade Commission (FTC); and presented before the FTC on consumer protection and competition issues. He has been a consulting and testifying expert for the California Department of Justice and the FTC on notice design for mobile and web applications, the re-creation and testing of consumer experiences on such applications, and network and technical analysis related to privacy and security investigations. Dr. Good has published extensively on user experience studies, privacy, and security-related topics, including dark patterns in games and app design. His work has been covered by The Economist, The New York Times, the San Francisco Chronicle, ABC, and CNN. Dr. Good holds multiple software technology patents related to multimedia systems, event analysis, and information extraction. His prior experience includes research positions with PARC, Yahoo!, and HP Research Labs. Prior to his roles at AppCensus – a data privacy analysis firm focused on mobile devices – and Good Research, he was a lecturer in the data science graduate program at the University of California, Berkeley.
Professor Barasch is an expert in marketing and consumer behavior who uses surveys and experimental designs to study how technology influences consumer perceptions, memory, decision making, and social interactions. Her research focuses on interpersonal communication in online contexts, consumer perceptions of pricing information, and perceptions of fairness regarding the impact of technological innovations, and she has testified as an expert witness on consumer perceptions of advertising. Professor Barasch has published her research in academic journals such as the Journal of Consumer Research, the Journal of Marketing Research, and the Journal of Marketing, and her work has been featured in global press outlets including The New York Times, The Washington Post, The Atlantic, and Fast Company. Her research accolades include the Association for Consumer Research’s Early Career Research Award and the American Marketing Association’s Erin Anderson Award for an Emerging Female Mentor and Scholar. Professor Barasch is the director of the marketing Ph.D. program at the University of Colorado Boulder, where she supervises several doctoral students. Previously, she was an associate marketing professor at NYU Stern School of Business and a visiting professor at INSEAD.
Professor Oyer is an expert in the economics of organizations and human resource practices. In the field of personnel economics, he has undertaken several studies on how organizations pay and provide incentives for their workers. He has also examined how salespeople and executives react to incentive systems and why some firms use broad-based stock option programs. In addition, he has conducted research on how firms have adjusted their human resource practices in response to legal barriers for dismissing workers. His current research projects focus on how companies identify and recruit workers in highly-skilled and competitive labor markets. His research has been published in numerous peer-reviewed journals, including the Quarterly Journal of Economics, the American Economic Review, and the Journal of Finance. Professor Oyer is a research associate with the National Bureau of Economic Research and the editor-in-chief of the Journal of Labor Economics. Prior to joining Stanford, he was on the faculty of the Kellogg School at Northwestern University. In his pre-academic life, Professor Oyer worked for the management consulting firm Booz, Allen and Hamilton, as well as for 3Com Corporation and ASK Computer Systems.
Pierre Cremieux, CEO of Analysis Group, has a broad range of expertise in health economics, antitrust, statistics, and labor economics. He has consulted to numerous clients in the US and Canada and testified in bench and jury trials, arbitrations, and administrative proceedings.
Dr. Cremieux has served as an expert and supported other experts in both litigation and non-litigation matters on antitrust issues; general commercial claims; contractual disputes; and a number of labor-related matters in a variety of industries, including high tech, pharmaceuticals, biotech, financial products, consumer products, and commodities. He has assessed the evaluation of damages on a class-wide basis in some of the largest class action matters in recent years.
His scientific research in antitrust economics, class certification, health economics, and statistics has been published in numerous peer-reviewed journals including the George Mason Law Review, the American Bar Association Economics Committee Newsletter, The Review of Economics and Statistics, the Journal of Health Economics, Industrial and Labor Relations Review, the Journal of Clinical Oncology, and the American Journal of Managed Care. Dr. Cremieux's research has been cited in leading media outlets including The Wall Street Journal and Forbes.
Dr. Cremieux has frequently presented at leading legal, health care, and economics seminars on topics such as antitrust, class certification, health economics, and statistics, in both the United States and Canada. He has also been invited to teach courses on economics, statistics, health care, and antitrust at various schools including McGill University, Boston University, Harvard Medical School, and Yale's School of Management.
Prior to joining Analysis Group in 1997, Dr. Cremieux spent five years as a professor at the University du Québec à Montréal, and served as an adjunct professor from 1997 to 2018.
Professor Knittel’s research focuses on industrial organization, applied econometrics, and energy and environmental economics. He has provided trial and deposition testimony in a number of litigation matters, including valuing product features in smartphones, PCs, and contact lenses. He has also consulted to Delta Airlines, Ford Motor Company, the US Energy Information Administration, and Korea Electric Power Company. Professor Knittel has authored or coauthored numerous articles on topics such as market structure and product pricing, tacit collusion, and challenges in merger simulation analysis. Examples of his research include articles on the spurious correlation between ethanol production and gasoline prices, unilateral market power in the electricity reserves market, and tacit collusion in credit card markets. His research has appeared in the American Economic Review, the American Economic Journal: Macroeconomics, the American Economic Journal: Economic Policy, The Review of Economics and Statistics, The Journal of Industrial Economics, and The Energy Journal, among other academic publications. He is a former coeditor of the Journal of Public Economics and serves or has served as an associate editor for several other scholarly journals, including the American Economic Journal: Economic Policy, The Journal of Industrial Economics, the Journal of Transport Economics and Policy, and The Journal of Energy Markets. Professor Knittel is a research associate at the National Bureau of Economic Research (NBER) in the Productivity, Innovation, and Entrepreneurship and Industrial Organization programs, and he co-directs the Environment and Energy Economics program.
Dr. Mortimer specializes in health economics, industrial organization, microeconomic theory, and econometrics. He has extensive experience with issues involving competition, intellectual property, marketing, pricing, and valuation with a focus on pharmaceuticals and the health care industry. His analyses have addressed issues of pricing, profitability, and payment flows at all levels of the distribution chain for pharmaceuticals and other health care products and services. He has evaluated and provided expert testimony on questions of causation, damages, class certification, and valuation in a variety of health care cases, including cases involving allegations of False Claims Act (FCA) and Anti-Kickback Statute (AKS) violations, Lanham Act matters, and antitrust matters. In addition to his work in litigation, Dr. Mortimer has assisted pharmaceutical and medical device manufacturers on pricing and contracting issues and authored several public policy studies related to legislation establishing a biosimilar approval pathway, biosimilar competition, pharmaceutical pricing, generic drug competition and the role of authorized generic entry, and paragraph IV abbreviated new drug application (ANDA) filings. His research has been published in leading peer-reviewed journals, including Health Affairs, Nature Reviews Drug Discovery, The Journal of Industrial Economics, and the Journal of Medical Economics.
Professor Wilks is an expert in accounting and financial reporting – specifically, the application of both US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS) to revenue recognition transactions, consolidation of variable interest entities, leases, transfers of financial assets, and fair value measurement. His research examines financial reporting policies, revenue recognition, the auditing of fair value measurements, and fraud detection. From 2006 to 2009, Professor Wilks was an academic fellow at the Financial Accounting Standards Board (FASB) and a technical consultant to the International Accounting Standards Board (IASB). During this time, he managed the Revenue Recognition Project, coauthored over 50 research memos, and led board deliberations on these memos. Professor Wilks has served as a technical advisor to Connor Group, which provides GAAP review and Securities and Exchange Commission (SEC) reporting guidance to firms preparing for IPOs. He has also consulted to the SEC and various public companies. His extensive research on accounting-related topics has been published in The Accounting Review, the Review of Accounting Studies, Contemporary Accounting Research, Auditing: A Journal of Practice & Theory, and Management Science. Professor Wilks is the founder and faculty advisor of RevenueHub, which has published more than 100 articles on Accounting Standards Codification (ASC) Topic 606, revenue recognition.
Professor Levinsohn is an expert in antitrust, industrial organization, and econometrics. He has provided expert reports and testimony in several landmark antitrust and regulatory matters, including In re: TFT-LCD (Flat Panel) Antitrust Litigation, In re: Vitamins Antitrust Litigation, In re: New Motor Vehicles Canadian Export Antitrust Litigation, and the Tobacco Master Settlement Agreement proceedings. He has also consulted to numerous foreign governments and international organizations.
Professor Levinsohn conducts research in industrial organization, applied econometrics, international economics, and development economics. He has served on the editorial boards of American Economic Review, The Review of Economics and Statistics, the Journal of International Economics, and the Journal of Economic Literature. Prior to joining the Yale faculty, Professor Levinsohn was the J. Ira and Nicki Harris Family Professor of Public Policy at the Gerald R. Ford School of Public Policy at the University of Michigan.
Ms. Filsoof has conducted economic and financial analyses and managed case teams in support of academic and industry experts in a broad range of finance and securities, antitrust, and commercial litigation matters. Her finance and securities case work has included examining allegations of securities fraud, evaluating investment compliance and suitability and compliance with fiduciary duties, assessing corporate governance, analyzing investment management fees, analyzing the performance of mortgages and mortgage-backed securities (MBS), and assessing the appropriateness of class certification. Ms. Filsoof has supported industry and academic experts on a variety of topics related to MBS, including due diligence, loan underwriting, appraisal, trustee duties, and damages. She has also supported industry experts in addressing regulatory compliance and banking practices, including issues related to fraud, Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, third-party lending relationships, and mortgage lending. Ms. Filsoof’s antitrust case work has included analyzing market structure and competitive dynamics, evaluating the competitive effects of mergers, assessing the appropriateness of class certification, and estimating antitrust damages. Her case work has spanned multiple industries, including financial services, insurance, payment cards, high tech, aviation, and pharmaceuticals. She has substantial experience in payments and has supported academic and industry experts in multiple litigation and consulting engagements involving payment cards and emerging payment methods. Ms. Filsoof has provided assistance to attorneys in all phases of the litigation process, including case strategy, discovery, expert reports, deposition, and trial.
Professor Goodstein specializes in marketing strategy, consumer behavior and decision making, brand equity, advertising, and integrated marketing communications, with a focus on the application of marketing and behavioral research in litigation and regulatory settings. His work includes analyses of trademark infringement, false advertising, brand dilution, and consumer perception and confusion, and he has testified as a marketing and branding expert, including before the Federal Trade Commission and the US House Committee on Veterans’ Affairs. Professor Goodstein has consulted to organizations across a range of industries, including technology, telecommunications, financial services, health care, retail, and pharmaceuticals, advising on brand equity, positioning, marketing communications, and pricing. His research examines advertising, pricing, and retailing using empirical methods such as surveys, conjoint analysis, and field studies and has been published in peer-reviewed journals such as the Journal of Consumer Research, the Journal of Marketing Research, the Journal of Marketing, and the Journal of Retailing. He has also contributed to edited volumes and presented his research at academic and industry conferences. Professor Goodstein serves on the editorial boards of several journals, including Marketing Letters, the Journal of Business Research, the Journal of Retailing, and the Journal of the Academy of Marketing Science. His honors include the Hall of Fame award from the American Marketing Association of Washington, DC and multiple teaching awards. Previously, Professor Goodstein held academic appointments at the Kelley School of Business at Indiana University, The Wharton School of the University of Pennsylvania, and UCLA Anderson School of Management.
Professor Blouin is an expert on the role of taxation in firm decision making. Her research examines the effect of taxes on asset pricing, capital structure, corporate payout behavior, multinational firm behavior, and mergers and acquisitions. She has also examined the effects of investor tax-sensitivity on portfolio rebalancing, price pressure, and fund performance. Professor Blouin has provided expert analysis and testimony in tax shelter litigation on behalf of the US Department of Justice, and in pharmaceutical patent litigation regarding transfer pricing and the repatriation of earnings by multinational corporations and their affiliates. Professor Blouin’s research has been published in peer-reviewed journals that include the Journal of Accounting and Economics and National Tax Journal, and she is an editor of the Review of Accounting Studies and an associate editor of the Journal of Accounting Research. Her work has been cited in The Wall Street Journal, The New York Times, and the Financial Times, as well as on NPR. She is a recipient of the University of Pennsylvania’s Lindback Award for Distinguished Teaching and Wharton Teaching Excellence Award. Prior to her academic career, Professor Blouin was a tax manager with Arthur Andersen.
Professor Peress is an expert in finance, specializing in capital markets, asset pricing, and portfolio theory. His theoretical and empirical research focuses on the generation and diffusion of information in financial markets, with applications to asset management, financial disclosures, media, and economic growth. His experience as an expert in securities litigation includes consulting work and the preparation of expert reports.
Professor Peress has published numerous articles in leading academic journals, including The Journal of Finance, TheReview of Financial Studies, The Journal of Portfolio Management, and The Journal of Economic Theory. He was twice awarded the Smith Breeden Prize for best paper published in The Journal of Finance, and was recognized in 2011 as the “Best Young Researcher in Finance,” a title awarded by the Institut Louis-Bachelier and the Institut Europlace de Finance, two foundations that promote financial research. Professor Peress serves as coeditor of The Review of Finance, the leading academic finance journal in Europe. He also served as a visiting scholar at Princeton University's Bendheim Center for Finance in 2006, the London School of Economics in 2007–2008, and University of Southern California's Marshall School of Business in 2013–2014. An accomplished teacher, he was twice awarded the Deans' Commendation for Excellence in M.B.A. Teaching. While working on his Ph.D. in economics at the University of Chicago, Professor Peress worked at Lehman Brothers in both the fixed-income research and emerging market desk groups based in London and New York, respectively.
Mr. Willett has over 25 years of experience in financial and executive management. He is the former chief operating officer of Merrill Lynch Europe, Middle East & Africa, responsible for the firm's business activities in the region, including private client, institutional investor, investment banking, securities trading, and asset management. Prior to that, he served as senior vice president and chief financial officer of Merrill Lynch & Co., Inc., responsible for the company's audit, controller, tax, credit, investor relations, and treasury functions. Prior to joining Merrill Lynch, Mr. Willett served six years with Chase Manhattan Bank, where he was vice president in the Chase financial policy division. Since 2002, he has served as a director of the Marsico Investment Fund and chair of its audit committee.
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.
Dr. Stanford is a fellowship-trained obesity medicine physician-scientist who specializes in weight-related health issues, nutrition, and public health. Her expertise includes obesity treatment, health disparities in diverse populations, weight discrimination and stigma, and diagnostic criteria for clinical obesity. Dr. Stanford has helped develop a standardized approach for weight loss pharmacotherapy at the Massachusetts General Hospital Weight Center, where she has evaluated more than 10,000 patients. Her research has been published widely in peer-reviewed journals such as The New England Journal of Medicine, The Lancet, The British Medical Journal (BMJ), Annals of Internal Medicine, JAMA Pediatrics, Obesity, and the International Journal of Obesity. Dr. Stanford was appointed to the 2025 Dietary Guidelines Advisory Committee by the US Departments of Health and Human Services (HHS) and Agriculture (USDA), and she drafted the obesity policy for children, adolescents, and adults for the World Medical Association. Her many honors include recognition as a Scholar in Diagnostic Excellence by the National Academy of Medicine, the Pride in the Profession Award from the American Medical Association (AMA) Foundation, the Reducing Health Disparities and Women’s Health awards from the Massachusetts Medical Society (MMS), the Meritorious Achievement Award from the National Medical Association, and clinician of the year awards from the MMS Suffolk District and the Obesity Society. Dr. Stanford is the associate editor of Frontiers in Public Health and serves on the editorial boards of the International Journal of Obesity, Health Equity, Childhood Obesity, and Endocrine Today. She has been elected to leadership positions in national medical organizations such as the AMA, the American College of Physicians, and the American Academy of Pediatrics.
Professor Fos is an expert in finance who applies economic and financial theory to both academic research and advisory work. His expertise spans financial markets and corporate governance and finance, with additional specialization in institutional investing and household finance. Professor Fos’s research examines information transmission in financial markets, the dynamics of insider trading, and the effects of share repurchases on firm investment and employment. He also studies corporate governance issues such as board effectiveness and shareholder activism. Professor Fos has testified as an expert witness in litigation matters on fiduciary duties, insider trading, abnormal trading activity, and assessments of firms’ financial conditions. His research has been published in academic journals such as Econometrica, the Journal of Finance, the Journal of Financial Economics, the Journal of Financial and Quantitative Analysis, The Review of Financial Studies, and Management Science. He has served as an associate editor for the Review of Financial Studies, the Journal of Banking and Finance, Financial Management, and the Journal of Empirical Finance. His honors include best paper awards from the Journal of Finance, the Review of Asset Pricing Studies, the Financial Research Association, the John L. Weinberg/IRRCi Research Paper Award, and the Carroll School of Management’s Coughlin Distinguished Teaching Award. Professor Fos is a research associate at the National Bureau of Economic Research, a research fellow at the Centre for Economic Policy Research, and a research member of the European Corporate Governance Institute. He has presented his work at major international finance conferences, including meetings of the American Finance Association, the Western Finance Association, and the European Finance Association.
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.
Mr. Yeater applies his expertise in economics and financial concepts 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 in non-testifying roles. In more than 20 years as an economic consultant, he has led large, high-profile engagements supporting 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 assisted 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 to the ABA’s 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. Mr. Yeater has been named Economist of the Year by Global Competition Review for his successful expert testimony on behalf of the Federal Trade Commission in its opposition to the merger of The Kroger Company and Albertsons Companies.
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.
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.
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.
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.
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.
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.
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. Ji specializes in the application of economics and finance to litigation matters in the areas of mergers and acquisitions (M&A), valuation, private equity and venture capital, 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, retail and consumer products, 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, merits, mediation, and settlement negotiation, and has addressed issues such as price impact, loss causation, damages methodology, materiality, and falsity. In the realm of private equity and venture capital, Mr. Ji brings extensive experience analyzing industry customs and practices related to fund manager compensation, assessing reputational effects on capital raising and fund performance, developing simulations and forecasts of fund- and firm-level returns, and valuing partnership interests. 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.
Ms. Summers is a legal expert with more than 40 years of experience, specializing in complex financial and legal issues in leveraged finance, commercial lending, debt capital markets, and loan trading, with a focus on credit documentation and market practices. She is regularly engaged as an expert and consultant in matters involving syndicated lending, intercreditor arrangements, and industry custom and usage; has served as an expert witness; and is certified with the American Arbitration Association-International Centre for Dispute Resolution (AAA-ICDR) as a commercial arbitrator. Ms. Summers’ publications and commentary on the transition from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR), covenant-lite structures, and credit risk have appeared in legal and financial publications, including the International Comparative Legal Guides, and she has spoken widely at industry and bar association conferences on leveraged finance and market structure. Previously, Ms. Summers was a partner in the finance department of Latham & Watkins, where she represented financial institutions and private capital providers in secured and unsecured lending, cross-border financings, and distressed debt strategies; served on the firm’s ethics and finance committees; and was a founder of the firm’s Women Enriching Business initiative. She also served as executive vice president and general counsel of the Loan Syndications and Trading Association, deputy general counsel at Barclays Capital, and counsel in the leveraged finance group at O’Melveny & Myers. During her years of active legal practice, Ms. Summers was admitted to the New York Bar and to the US District Courts for the Southern and Eastern Districts of New York.
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.
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.
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.
Ms. Bartlett has two decades of experience applying financial, accounting, and statistical analyses to finance, insurance, labor and employment, privacy, intellectual property, class action, and commercial dispute matters, with deep experience in damages calculation, valuation, and health care. She has been retained as an expert in numerous cases and has testified at deposition and trial. Ms. Bartlett’s work has involved calculation of lost profits, unjust enrichment, lost wages, and lost earnings capacity; accounting investigations; liquidity and solvency analyses; valuation of companies and joint ventures, and analysis of big data. Her class certification experience spans various practice areas, including data privacy, labor and employment, health care, and securities. Ms. Bartlett is a CFA charterholder and holds the American Institute of Certified Public Accountants’ Accredited in Business Valuation (ABV) credential.
Professor Walker is an expert in electric propulsion, plasma physics, and spacecraft-thruster interactions, with a focus on propulsion system development, plasma diagnostics, and integration effects. He directs Georgia Tech’s High-Power Electric Propulsion Laboratory and consults to organizations such as Lockheed Martin and NASA. Professor Walker has testified before the Space Subcommittee of the US House of Representatives Science, Space, and Technology Committee and served as a technical expert in complex regulatory and litigation contexts. He has authored more than 160 technical publications, including peer-reviewed journal articles and conference proceedings, and is an associate editor of the American Institute of Aeronautics and Astronautics’ (AIAA’s) Journal of Spacecraft and Rockets. Professor Walker serves on NASA’s Advisory Council on Technology, Innovation, and Engineering and the US Department of Energy’s Fusion Energy Sciences Advisory Committee. He has held leadership roles including chair of the Electric Propulsion Technical Committee and general chair of the International Electric Propulsion Conference. Professor Walker is a fellow of the AIAA and has received numerous honors, including the AIAA Lawrence Sperry Award. He has delivered invited briefings and lectures at NASA centers and institutions such as Columbia University. Earlier in his career at Georgia Tech, Professor Walker served as associate dean for academic affairs and associate chair for graduate programs in aerospace engineering. He is a member of several professional societies, including the American Physical Society.
Dr. Befurt is an expert in applying marketing research methods and complex data analyses to litigation matters and strategic business problems. He has served as an expert witness in numerous matters pertaining to marketing, consumer behavior, and survey measurements. Dr. Befurt’s clients include the US Department of Justice (DOJ), the US Federal Trade Commission (FTC), Microsoft, Oracle, Meta, Google, Intel, Samsung, Keurig Dr Pepper, Fiat Chrysler Automobiles, Ford, General Motors, Toyota, the Louisiana Farm Bureau, and Nestlé. He has testified at numerous depositions and trials. As an expert witness, Dr. Befurt has worked on matters pertaining to patent infringement, privacy topics, 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 and data analyses in the finance and automotive manufacturing sectors. He has designed survey instruments, analyzed complex consumer 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 industries and product categories.
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.
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.
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.
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 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).
Dr. Caminade specializes in the economic analysis of competition and platform issues in the US and EU. She has written reports and testified multiple times as an expert witness in antitrust matters, on behalf of plaintiffs, defendants, and agencies. Dr. Caminade has extensive experience working on behalf of digital platforms and technology companies on litigation, investigative, and regulatory issues, including competition and worker misclassification matters. She has conducted, authored, or supervised dozens of economic impact studies and multiple white papers. Additionally, she has conducted analyses of competition issues across a range of industries and conduct. Dr. Caminade has taught competition economics at the undergraduate level in the economics department at Dartmouth College. She has written about and discussed antitrust issues in the digital economy and in health care markets, occupational licensing, two-sided platforms, and interim measures in antitrust investigations. Her papers have appeared in the Journal of Competition Law & Economics and ABA’s The Antitrust Source. She was a speaker at a competition roundtable organized by the OECD and at the ABA Antitrust Law Section Spring Meeting. Dr. Caminade serves as vice-chair of the Media and Technology Committee of the ABA Antitrust Law Section.
Professor Mitzenmacher’s research interests include the design and analysis of algorithms and data structures, networks and data transmission, artificial intelligence, 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. He has authored or coauthored more than 250 conference and journal publications on topics such as algorithms that incorporate machine learning predictions, 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. 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. 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. Prior to joining the Harvard faculty, Professor Mitzenmacher 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.
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.
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.
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.
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 Moneta is an expert in investments, institutional investors, trading behavior, mutual fund performance, responsible investing, and empirical asset pricing. His research has been published in numerous academic journals, including Management Science, the Journal of Financial and Quantitative Analysis, the Journal of Empirical Finance, Critical Finance Review, and Energy Economics. He has presented his work at more than 70 academic and industry conferences across Europe and North America. At the Telfer School of Management, Professor Moneta serves as co-director of the Microprogram in Capital Markets and the student-managed Telfer Capital Fund. He is also the principal coordinator for the Responsible Investing sub-cluster of the Centre for a Responsible Wealth Transition. In recognition of his research contributions, he received the 2023 Telfer Established Researcher Award and the 2020 Investment Research Award from Hillsdale Investment Management and CFA Society Toronto. Prior to joining Telfer, Professor Moneta was an assistant professor of finance at the Smith School of Business at Queen’s University and has held visiting positions at the Università di Pisa and the Collegio Carlo Alberto.
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.
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.
Dr. Betts specializes in the application of advanced biostatistics techniques in the field of health economics and outcomes research (HEOR). He has broad experience developing research strategies in a range of disease areas, including endocrinology, immunology, hematology, neurology, oncology, psychiatry, virology, and women’s health. Dr. Betts has developed and applied new research methods in the fields of individualized medicine methodology, meta-analyses/indirect comparisons, causal inference, Bayesian statistics, missing data problems, and risk prediction. His expertise includes the design and analysis of clinical trials, health economics modeling, indirect comparisons/network meta-analysis, causal inference, psychometrics, survey design, and retrospective database analyses (including administrative claims, electronic medical records, and registry data). Dr. Betts’s work includes developing risk-benefit analyses, cost-effectiveness models, and network meta-analyses for regulatory submission as well as treatment pattern and burden-of-illness research to support the launch of emerging products. His research has been published in peer-reviewed statistical, medical, and health economics journals and presented at clinical and economic research conferences.
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 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.
Dr. Lewis provides economic analysis and expert witness support in a wide range of litigation matters, including antitrust, class certification, and health care cases. His case work has involved cartel allegations in a variety of industries, alleged horizontal and vertical restraints by manufacturers in the technology and construction industries, antitrust claims against brand and generic drug manufacturers, and transfer pricing disputes. Prior to joining Analysis Group, Dr. Lewis was a manager in the economic and statistical consulting group of a financial advisory firm.
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.
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.
For more than 25 years, Mr. Christensen has worked on high-stakes litigation matters with world-class experts, supporting their testimony at both bench and jury trials. His work has focused on valuation and appraisal matters, private equity disputes, antitrust and consent decree litigations, bankruptcy, and tax and transfer pricing dispute resolutions. Through his extensive experience, he has developed a deep understanding of the high-tech, digital advertising, pharmaceutical, media and entertainment, and finance industries. In addition to his litigation work, Mr. Christensen has also assisted in the preparation of numerous impact studies in the high-tech space on issues such as cloud computing and storage, broadband availability, virtual and augmented reality, artificial intelligence, and the metaverse. His clients have included Meta/Facebook, Google, GSK, AstraZeneca, JAB Holding Company, Bank of America, BNP, and Fidelity. Among his engagements are high-tech antitrust matters, a GSK transfer pricing dispute, the Nortel Networks bankruptcy, Delaware appraisal trial victories involving PetSmart and Panera, and rate-setting trials for BMI. Mr. Christensen is a CFA charterholder.
Dr. Cliff is a financial economist with expertise in a range of topics, including asset valuation, mergers and acquisitions (M&A), solvency, tax shelters, stock analysts’ recommendations, IPOs, REITs, derivatives, and hedge funds. He has extensive experience with large financial datasets, sophisticated econometric models, and simulations. In his consulting engagements, Dr. Cliff has addressed business and asset valuation, analysis of complex financial structures, analysis of solvency and debt covenants, evaluation of investment strategies, damages modeling, class certification, and assessment of due diligence practices. In these assignments, he has managed large case teams, designed and performed analyses supporting expert reports, critiqued opposing expert reports, and assisted with preparation for depositions and trial. Dr. Cliff has also served as an expert on cases involving a variety of topics, including valuation, solvency, damages, and liquidity discounts. Prior to joining Analysis Group, Dr. Cliff was a finance professor for nine years at Purdue University and Virginia Tech, where he taught a variety of courses at the undergraduate, M.B.A., and Ph.D. levels. His academic research has been published in leading journals such as the Journal of Finance, the Journal of Business, the Journal of Financial and Quantitative Analysis, and Financial Management.
Professor Hubbard is a leading expert in public economics, corporate and institutional finance, macroeconomics, antitrust, and industrial organization. He has provided trial and deposition testimony in numerous litigation matters, including more than a dozen cases in the Delaware Chancery Court. He has also served as a testifying expert in several high-profile finance- and securities-related cases, as well as on damages issues in antitrust matters. Professor Hubbard has consulted to several government and international agencies, including the US Department of the Treasury, the US International Trade Commission, the US Securities and Exchange Commission, the World Bank, the Board of Governors of the Federal Reserve System, the Federal Reserve Bank of New York, and the Congressional Budget Office. From 2001 to 2003, he served as chairman of the President’s Council of Economic Advisers.
Professor Hubbard has published more than 100 scholarly articles and coauthored several books, including the widely used textbook Money, the Financial System, and the Economy. His commentaries have appeared in Businessweek, The Wall Street Journal, The New York Times, the Financial Times, and The Washington Post, as well as on PBS television and NPR radio business programs. A frequent speaker, Professor Hubbard has presented his research at economic conferences throughout the world.
Dr. Dawson specializes in applying economics and finance to complex problems in business litigation, including intellectual property (IP), false advertising, securities, and finance matters. Dr. Dawson’s 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 licensing, false advertising, and breach of contract. 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. Dr. Dawson has spoken at various conferences and served as a panelist on the topics of platform economics and IP damages. Dr. Dawson has been recognized 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.
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. Navathe is a health economist and practicing physician who specializes in the design and evaluation of health care payment and reimbursement models, health plan coverage, medical service and prescription drug pricing, and the application of statistical, econometric, and machine learning methods to clinical and health care decision making. His research focuses on the impact of value-based care and payment models on health care costs, quality, and utilization; incentive design for clinician practices and health systems; health care claims analysis; and the intersection of clinical trials and observational data analyses. Dr. Navathe is a staff physician at Penn Presbyterian Medical Center and the chair and commissioner of the Medicare Payment Advisory Commission (MedPAC), a nonpartisan agency that provides analysis and recommendations to the US Congress on Medicare policy. He has served as a fellow at the President’s Council of Economic Advisers and as a medical officer and senior program manager of a US Department of Health and Human Services program on patient-centered outcomes research. He is the founder of Otter Health and co-founded Embedded Healthcare (now Clarify Health), companies focused on health care analytics, provider incentives, and value-based care model design.
Widely published in peer-reviewed journals, Dr. Navathe is also the founding coeditor in chief of Healthcare: The Journal of Delivery Science and Innovation. His research has been funded by the National Institutes of Health, the Robert Wood Johnson Foundation, and The Commonwealth Fund, among others. Dr. Navathe is a recipient of Johns Hopkins University’s Daniel E. Ford Award for achievement in health services and outcomes research. Previously, he served on the boards of directors of Hawaii Medical Services Association and SCAN Health Plan.
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.
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 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.
Professor Jena is a health economist, practicing internal medicine physician, and professor of health care policy. His work involves several areas of health economics and policy, including the economics of medical innovation, the economics of physician behavior and the physician workforce, medical malpractice, and the economics of health care productivity. Professor Jena has been retained as an expert in several pharmaceutical and health care industry matters.
A prolific author, Professor Jena is the coauthor of the book Random Acts of Medicine, and he has contributed to more than 150 peer-reviewed articles and articles intended to increase patient understanding, published in outlets including The New England Journal of Medicine and The New York Times. He is a faculty research fellow at the National Bureau of Economic Research and serves on Harvard Medical School’s Standing Committee on Health Policy. Professor Jena is a recipient of the NIH Director’s Early Independence Award to fund research on the physician determinants of health care spending, quality, and patient outcomes, and a recipient of the International Society for Pharmacoeconomics and Outcomes Research (ISPOR) New Investigator Award. In 2018, he was listed among 100 great leaders in health care by Becker’s Hospital Review.
Mr. Cohen has over 30 years’ experience as an expert in international arbitration, valuation, antitrust, intellectual property, and securities, and has testified in arbitration and federal courts on many aspects of economic damages. He specializes in fields that are intensive in intangible assets such as patents, copyrights, trademarks, and trade secrets. He has worked across a wide range of industries, including health care, software and technology, financial services, energy, transportation, and entertainment.
Mr. Cohen has worked with a number of major corporations. He also has experience in matters related to the US Federal Trade Commission, the US International Trade Commission, the Tax and Antitrust Divisions of the US Department of Justice, the Republic of Uruguay, and the Commonwealth of Australia.
Mr. Cohen is the author of Intangible Assets: Valuation and Economic Benefit and a contributor to the American Bar Association publication Proving Antitrust Damages. He has been a guest lecturer at both Northwestern University and The University of Chicago. He is also a prolific songwriter.
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.
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.
Professor Golder's research focuses on innovation, branding, and global marketing strategy. His research on market entry timing, new products, long-term market leadership, and quality has received widespread acclaim, including the William F. O'Dell Award (Journal of Marketing Research); the Harold H. Maynard Award (Journal of Marketing); the INFORMS Long Term Impact Award (Marketing Science); the Frank M. Bass Award (Marketing Science); the Berry Book Prize (American Marketing Association); and recognition from the Harvard Business Review for co-authoring one of the Top Ten Business Books of the Year (2002). His recent research includes an examination of how economic conditions affect long-term brand leadership persistence and how consumers learn to use multi-feature products like smartphones and websites. He has also recently developed an integrated framework of quality encompassing produced quality, experienced quality, evaluated quality, customer expectations, and customer satisfaction; and explored the historical origins of radical innovations including how they are developed and commercialized.
Prior to joining Tuck, he was Professor of Marketing, George and Edythe Heyman Faculty Fellow, and marketing department doctoral program coordinator at New York University's Stern School of Business. He has also held one-year faculty appointments at UCLA and Peking University's Guanghua School of Management. Professor Golder has six years of professional experience in the aerospace and oil industries and has consulted in other industries. He is the co-Editor-in-Chief of Marketing Letters, sits on the editorial review boards of other leading academic journals and is a long-time advisor and speaker to industry audiences and corporate executives. He holds a Ph.D. in Business Administration (Marketing) from the University of Southern California, and a B.S. in Mechanical Engineering from the University of Pennsylvania.
Professor Noe is an expert on financial accounting and corporate finance. His areas of focus include valuation, accounting standards, corporate disclosure practices, earnings manipulation, and financial reporting. He has served as an expert and testified in several matters. Professor Noe’s teaching focuses on business analysis using financial statements, cost accounting-based management practices and strategies, variance analysis, internal metrics for evaluating management, and performance measurement systems. Prior to joining the MIT Sloan faculty, he worked in economic consulting, where his work included valuation of business enterprises, financial securities, and specific assets and liabilities; financial statement analysis; examination of accounting restatements; solvency assessment; and damages estimation. Professor Noe has published articles on topics such as voluntary disclosures and insider transactions, analyst specialization and stock breakups, and discounted cash flow valuation of S corporations.
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.
Professor Wilcox is a marketing professor who specializes in consumer behavior and decision making, with a focus on how consumers process information before and during purchase decisions. His research focuses on consumers’ perceptions, emotions, and self-control, examining how these and related concepts apply to social networks, luxury goods, financial decisions, and numerous other products and services. Professor Wilcox also studies how credit cards influence consumer decision making and spending behavior. He has provided expert testimony in breach of contract disputes involving interest rate calculations and the impact of service failures on customer satisfaction.
Professor Wilcox’s work has been published in academic journals such as the Journal of Personality and Social Psychology, the Journal of Consumer Research, and the Journal of Marketing Research and has been cited in The New York Times, TIME, The Globe and Mail, and Psychology Today. He serves as an associate editor for the Journal of Consumer Research, the Journal of Marketing, the Journal of Marketing Research, and the International Journal of Research in Marketing and is a member of the editorial board of the Journal of Consumer Psychology. His honors include selection to the Marketing Science Institute’s MSI Scholars and Young Scholars programs and best paper awards from both the La Londe Conference and the American Marketing Association’s Marketing and Public Policy Conference. He has also received the Citation of Excellence Award from Emerald Group Publishing, which recognizes highly cited papers. Prior to joining the Haas School, Professor Wilcox held faculty positions at Columbia Business School and Babson College. He also served as a marketing consultant, working with dozens of companies – including those in the Fortune 500 – to help identify the best ways to deliver customer value.
Mr. McLean specializes in applying finance and economics to problems in complex business litigation, including securities, valuation, tax, and intellectual property (IP) matters. His experience spans several industries, from banking, insurance, and high tech to telecommunications and health care. He has served as an expert witness, and has provided assistance in many phases of litigation, including development, presentation, and review of pretrial discovery; preparation of testimony; and critique of analyses of opposing experts.
Mr. McLean’s case work has included general damages analyses, lost profit and reasonable royalty calculations related to IP misappropriation, and assessments of fiduciary duties and investment management. In addition, he has evaluated the economic characteristics and risk transfer of a range of financial instruments, such as private mortgage insurance, subprime loans, and preferred equity in a new venture. He has led large case teams in a number of high-profile matters, including consulting to the US Department of Justice (DOJ) regarding the financial issues involved in tribal trust fund disputes, and supporting counsel for a large electronics manufacturer in litigation associated with features on smartphones and tablets.
In addition, Mr. McLean has presented on topics related to damages assessment and patents. He has also worked with entrepreneurial companies, helping to develop financial projections, business plans, and marketing strategies.
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 350 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
Dr. Good, an expert on user experience research and user behavior concerning technology, security, and privacy, has over 20 years of experience as a research scientist and technologist. He has co-developed technologies and designs for privacy protection products that have grown to millions of users, and he has worked with Fortune 100 firms to develop privacy and security solutions. Dr. Good has consulted on a variety of consumer protection cases, as well as civil and criminal investigations; provided testimony on his research before Congress and the Federal Trade Commission (FTC); and presented before the FTC on consumer protection and competition issues. He has been a consulting and testifying expert for the California Department of Justice and the FTC on notice design for mobile and web applications, the re-creation and testing of consumer experiences on such applications, and network and technical analysis related to privacy and security investigations. Dr. Good has published extensively on user experience studies, privacy, and security-related topics, including dark patterns in games and app design. His work has been covered by The Economist, The New York Times, the San Francisco Chronicle, ABC, and CNN. Dr. Good holds multiple software technology patents related to multimedia systems, event analysis, and information extraction. His prior experience includes research positions with PARC, Yahoo!, and HP Research Labs. Prior to his roles at AppCensus – a data privacy analysis firm focused on mobile devices – and Good Research, he was a lecturer in the data science graduate program at the University of California, Berkeley.
Professor Barasch is an expert in marketing and consumer behavior who uses surveys and experimental designs to study how technology influences consumer perceptions, memory, decision making, and social interactions. Her research focuses on interpersonal communication in online contexts, consumer perceptions of pricing information, and perceptions of fairness regarding the impact of technological innovations, and she has testified as an expert witness on consumer perceptions of advertising. Professor Barasch has published her research in academic journals such as the Journal of Consumer Research, the Journal of Marketing Research, and the Journal of Marketing, and her work has been featured in global press outlets including The New York Times, The Washington Post, The Atlantic, and Fast Company. Her research accolades include the Association for Consumer Research’s Early Career Research Award and the American Marketing Association’s Erin Anderson Award for an Emerging Female Mentor and Scholar. Professor Barasch is the director of the marketing Ph.D. program at the University of Colorado Boulder, where she supervises several doctoral students. Previously, she was an associate marketing professor at NYU Stern School of Business and a visiting professor at INSEAD.
Professor Oyer is an expert in the economics of organizations and human resource practices. In the field of personnel economics, he has undertaken several studies on how organizations pay and provide incentives for their workers. He has also examined how salespeople and executives react to incentive systems and why some firms use broad-based stock option programs. In addition, he has conducted research on how firms have adjusted their human resource practices in response to legal barriers for dismissing workers. His current research projects focus on how companies identify and recruit workers in highly-skilled and competitive labor markets. His research has been published in numerous peer-reviewed journals, including the Quarterly Journal of Economics, the American Economic Review, and the Journal of Finance. Professor Oyer is a research associate with the National Bureau of Economic Research and the editor-in-chief of the Journal of Labor Economics. Prior to joining Stanford, he was on the faculty of the Kellogg School at Northwestern University. In his pre-academic life, Professor Oyer worked for the management consulting firm Booz, Allen and Hamilton, as well as for 3Com Corporation and ASK Computer Systems.
Pierre Cremieux, CEO of Analysis Group, has a broad range of expertise in health economics, antitrust, statistics, and labor economics. He has consulted to numerous clients in the US and Canada and testified in bench and jury trials, arbitrations, and administrative proceedings.
Dr. Cremieux has served as an expert and supported other experts in both litigation and non-litigation matters on antitrust issues; general commercial claims; contractual disputes; and a number of labor-related matters in a variety of industries, including high tech, pharmaceuticals, biotech, financial products, consumer products, and commodities. He has assessed the evaluation of damages on a class-wide basis in some of the largest class action matters in recent years.
His scientific research in antitrust economics, class certification, health economics, and statistics has been published in numerous peer-reviewed journals including the George Mason Law Review, the American Bar Association Economics Committee Newsletter, The Review of Economics and Statistics, the Journal of Health Economics, Industrial and Labor Relations Review, the Journal of Clinical Oncology, and the American Journal of Managed Care. Dr. Cremieux's research has been cited in leading media outlets including The Wall Street Journal and Forbes.
Dr. Cremieux has frequently presented at leading legal, health care, and economics seminars on topics such as antitrust, class certification, health economics, and statistics, in both the United States and Canada. He has also been invited to teach courses on economics, statistics, health care, and antitrust at various schools including McGill University, Boston University, Harvard Medical School, and Yale's School of Management.
Prior to joining Analysis Group in 1997, Dr. Cremieux spent five years as a professor at the University du Québec à Montréal, and served as an adjunct professor from 1997 to 2018.
Professor Knittel’s research focuses on industrial organization, applied econometrics, and energy and environmental economics. He has provided trial and deposition testimony in a number of litigation matters, including valuing product features in smartphones, PCs, and contact lenses. He has also consulted to Delta Airlines, Ford Motor Company, the US Energy Information Administration, and Korea Electric Power Company. Professor Knittel has authored or coauthored numerous articles on topics such as market structure and product pricing, tacit collusion, and challenges in merger simulation analysis. Examples of his research include articles on the spurious correlation between ethanol production and gasoline prices, unilateral market power in the electricity reserves market, and tacit collusion in credit card markets. His research has appeared in the American Economic Review, the American Economic Journal: Macroeconomics, the American Economic Journal: Economic Policy, The Review of Economics and Statistics, The Journal of Industrial Economics, and The Energy Journal, among other academic publications. He is a former coeditor of the Journal of Public Economics and serves or has served as an associate editor for several other scholarly journals, including the American Economic Journal: Economic Policy, The Journal of Industrial Economics, the Journal of Transport Economics and Policy, and The Journal of Energy Markets. Professor Knittel is a research associate at the National Bureau of Economic Research (NBER) in the Productivity, Innovation, and Entrepreneurship and Industrial Organization programs, and he co-directs the Environment and Energy Economics program.
Dr. Mortimer specializes in health economics, industrial organization, microeconomic theory, and econometrics. He has extensive experience with issues involving competition, intellectual property, marketing, pricing, and valuation with a focus on pharmaceuticals and the health care industry. His analyses have addressed issues of pricing, profitability, and payment flows at all levels of the distribution chain for pharmaceuticals and other health care products and services. He has evaluated and provided expert testimony on questions of causation, damages, class certification, and valuation in a variety of health care cases, including cases involving allegations of False Claims Act (FCA) and Anti-Kickback Statute (AKS) violations, Lanham Act matters, and antitrust matters. In addition to his work in litigation, Dr. Mortimer has assisted pharmaceutical and medical device manufacturers on pricing and contracting issues and authored several public policy studies related to legislation establishing a biosimilar approval pathway, biosimilar competition, pharmaceutical pricing, generic drug competition and the role of authorized generic entry, and paragraph IV abbreviated new drug application (ANDA) filings. His research has been published in leading peer-reviewed journals, including Health Affairs, Nature Reviews Drug Discovery, The Journal of Industrial Economics, and the Journal of Medical Economics.
Professor Wilks is an expert in accounting and financial reporting – specifically, the application of both US generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS) to revenue recognition transactions, consolidation of variable interest entities, leases, transfers of financial assets, and fair value measurement. His research examines financial reporting policies, revenue recognition, the auditing of fair value measurements, and fraud detection. From 2006 to 2009, Professor Wilks was an academic fellow at the Financial Accounting Standards Board (FASB) and a technical consultant to the International Accounting Standards Board (IASB). During this time, he managed the Revenue Recognition Project, coauthored over 50 research memos, and led board deliberations on these memos. Professor Wilks has served as a technical advisor to Connor Group, which provides GAAP review and Securities and Exchange Commission (SEC) reporting guidance to firms preparing for IPOs. He has also consulted to the SEC and various public companies. His extensive research on accounting-related topics has been published in The Accounting Review, the Review of Accounting Studies, Contemporary Accounting Research, Auditing: A Journal of Practice & Theory, and Management Science. Professor Wilks is the founder and faculty advisor of RevenueHub, which has published more than 100 articles on Accounting Standards Codification (ASC) Topic 606, revenue recognition.
Professor Levinsohn is an expert in antitrust, industrial organization, and econometrics. He has provided expert reports and testimony in several landmark antitrust and regulatory matters, including In re: TFT-LCD (Flat Panel) Antitrust Litigation, In re: Vitamins Antitrust Litigation, In re: New Motor Vehicles Canadian Export Antitrust Litigation, and the Tobacco Master Settlement Agreement proceedings. He has also consulted to numerous foreign governments and international organizations.
Professor Levinsohn conducts research in industrial organization, applied econometrics, international economics, and development economics. He has served on the editorial boards of American Economic Review, The Review of Economics and Statistics, the Journal of International Economics, and the Journal of Economic Literature. Prior to joining the Yale faculty, Professor Levinsohn was the J. Ira and Nicki Harris Family Professor of Public Policy at the Gerald R. Ford School of Public Policy at the University of Michigan.
Ms. Filsoof has conducted economic and financial analyses and managed case teams in support of academic and industry experts in a broad range of finance and securities, antitrust, and commercial litigation matters. Her finance and securities case work has included examining allegations of securities fraud, evaluating investment compliance and suitability and compliance with fiduciary duties, assessing corporate governance, analyzing investment management fees, analyzing the performance of mortgages and mortgage-backed securities (MBS), and assessing the appropriateness of class certification. Ms. Filsoof has supported industry and academic experts on a variety of topics related to MBS, including due diligence, loan underwriting, appraisal, trustee duties, and damages. She has also supported industry experts in addressing regulatory compliance and banking practices, including issues related to fraud, Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, third-party lending relationships, and mortgage lending. Ms. Filsoof’s antitrust case work has included analyzing market structure and competitive dynamics, evaluating the competitive effects of mergers, assessing the appropriateness of class certification, and estimating antitrust damages. Her case work has spanned multiple industries, including financial services, insurance, payment cards, high tech, aviation, and pharmaceuticals. She has substantial experience in payments and has supported academic and industry experts in multiple litigation and consulting engagements involving payment cards and emerging payment methods. Ms. Filsoof has provided assistance to attorneys in all phases of the litigation process, including case strategy, discovery, expert reports, deposition, and trial.
Professor Goodstein specializes in marketing strategy, consumer behavior and decision making, brand equity, advertising, and integrated marketing communications, with a focus on the application of marketing and behavioral research in litigation and regulatory settings. His work includes analyses of trademark infringement, false advertising, brand dilution, and consumer perception and confusion, and he has testified as a marketing and branding expert, including before the Federal Trade Commission and the US House Committee on Veterans’ Affairs. Professor Goodstein has consulted to organizations across a range of industries, including technology, telecommunications, financial services, health care, retail, and pharmaceuticals, advising on brand equity, positioning, marketing communications, and pricing. His research examines advertising, pricing, and retailing using empirical methods such as surveys, conjoint analysis, and field studies and has been published in peer-reviewed journals such as the Journal of Consumer Research, the Journal of Marketing Research, the Journal of Marketing, and the Journal of Retailing. He has also contributed to edited volumes and presented his research at academic and industry conferences. Professor Goodstein serves on the editorial boards of several journals, including Marketing Letters, the Journal of Business Research, the Journal of Retailing, and the Journal of the Academy of Marketing Science. His honors include the Hall of Fame award from the American Marketing Association of Washington, DC and multiple teaching awards. Previously, Professor Goodstein held academic appointments at the Kelley School of Business at Indiana University, The Wharton School of the University of Pennsylvania, and UCLA Anderson School of Management.
Professor Blouin is an expert on the role of taxation in firm decision making. Her research examines the effect of taxes on asset pricing, capital structure, corporate payout behavior, multinational firm behavior, and mergers and acquisitions. She has also examined the effects of investor tax-sensitivity on portfolio rebalancing, price pressure, and fund performance. Professor Blouin has provided expert analysis and testimony in tax shelter litigation on behalf of the US Department of Justice, and in pharmaceutical patent litigation regarding transfer pricing and the repatriation of earnings by multinational corporations and their affiliates. Professor Blouin’s research has been published in peer-reviewed journals that include the Journal of Accounting and Economics and National Tax Journal, and she is an editor of the Review of Accounting Studies and an associate editor of the Journal of Accounting Research. Her work has been cited in The Wall Street Journal, The New York Times, and the Financial Times, as well as on NPR. She is a recipient of the University of Pennsylvania’s Lindback Award for Distinguished Teaching and Wharton Teaching Excellence Award. Prior to her academic career, Professor Blouin was a tax manager with Arthur Andersen.
Professor Peress is an expert in finance, specializing in capital markets, asset pricing, and portfolio theory. His theoretical and empirical research focuses on the generation and diffusion of information in financial markets, with applications to asset management, financial disclosures, media, and economic growth. His experience as an expert in securities litigation includes consulting work and the preparation of expert reports.
Professor Peress has published numerous articles in leading academic journals, including The Journal of Finance, TheReview of Financial Studies, The Journal of Portfolio Management, and The Journal of Economic Theory. He was twice awarded the Smith Breeden Prize for best paper published in The Journal of Finance, and was recognized in 2011 as the “Best Young Researcher in Finance,” a title awarded by the Institut Louis-Bachelier and the Institut Europlace de Finance, two foundations that promote financial research. Professor Peress serves as coeditor of The Review of Finance, the leading academic finance journal in Europe. He also served as a visiting scholar at Princeton University's Bendheim Center for Finance in 2006, the London School of Economics in 2007–2008, and University of Southern California's Marshall School of Business in 2013–2014. An accomplished teacher, he was twice awarded the Deans' Commendation for Excellence in M.B.A. Teaching. While working on his Ph.D. in economics at the University of Chicago, Professor Peress worked at Lehman Brothers in both the fixed-income research and emerging market desk groups based in London and New York, respectively.
Mr. Willett has over 25 years of experience in financial and executive management. He is the former chief operating officer of Merrill Lynch Europe, Middle East & Africa, responsible for the firm's business activities in the region, including private client, institutional investor, investment banking, securities trading, and asset management. Prior to that, he served as senior vice president and chief financial officer of Merrill Lynch & Co., Inc., responsible for the company's audit, controller, tax, credit, investor relations, and treasury functions. Prior to joining Merrill Lynch, Mr. Willett served six years with Chase Manhattan Bank, where he was vice president in the Chase financial policy division. Since 2002, he has served as a director of the Marsico Investment Fund and chair of its audit committee.