Mark H. Egland

Education

M.B.A., finance, UCLA Anderson School of Management; B.A., mathematical economics, Pomona College; CFA charterholder

Summary of Experience

Mr. Egland has worked on a wide range of assignments related to litigation, internal corporate consulting, and government investigations for over 35 years. He specializes in financial economics, statistical sampling, and the economics of competition. Mr. Egland directs the firm’s risk management practice, which provides comprehensive risk audits of investment portfolios. He has presented Analysis Group’s work to government regulatory agencies, to corporate boards, and in court. He has led several teams evaluating claims of excessive fees in the mutual fund industry and on ERISA cases involving the reasonableness of fees charged to 401(k) plan participants. In addition, Mr. Egland has worked on several studies assessing the risk profiles of investment portfolios. In Florida State Board of Administration v. Alliance Capital Management, he led a case team that supported six external experts in a landmark trial victory, in which a Florida jury found Alliance Capital not liable for the losses incurred by the Florida Retirement System pension fund as a result of Alliance Capital’s investments in Enron stock. He also led a case team on behalf of American Century Investments in one of the largest mutual fund excessive fee actions ever filed, which was voluntarily dismissed by the plaintiffs before trial. Mr. Egland is a CFA charterholder.

• 401(k) Fee Litigation
• Assessing the Finances of the City of Vernon, California
• Baker v. American Century Investment Management
• Basis PAC-Rim Opportunity Fund Index Master et al vs TCW Asset Management Company
• Emeritus Corporation v. ARV Assisted Living
• In re American Funds Fee Litigation
• United States v. Schiff
• Wildman v. American Century Services, LLC, et al.