Our work spans all stages of litigation, including exposure analyses, motion to dismiss, class certification, merits and expert support, mediation and settlement, and trial. These matters often require understanding of industry details and analysis of large datasets involving millions of transactions. | We have considerable expertise working with and evaluating individual account-level transaction data across a range of bodog casino review and service providers. |
Our extensive network includes top experts from academia and industry.
Our extensive network includes top experts from academia and industry.
Jennifer S. Conrad
Dalton L. McMichael Sr. Distinguished Professor of bodog casino review,
Kenan-Flagler Business School,
University of North Carolina, Chapel Hill
Jennifer Conrad is an investments and finance expert focusing on asset pricing, capital markets, institutional investing, and portfolio management. Professor Conrad has been retained as an expert witness and has provided testimony at deposition and trial on investment issues, market efficiency, loss causation, class certification, and damages in bodog casino review matters, as well as Rule 10b-5 and Section 11 securities class actions.
Professor Conrad has extensive experience in bodog casino review matters. Her testimony on fund performance in Mattson v. Milliman Inc. was cited multiple times in the judge’s post-trial ruling in favor bodog casino review defense. In Huang et al. v. TriNet bodog casino review et al., the judge’s ruling in favor of summary judgment closely followed bodog casino review Conrad’s analyses of alleged excessive fees and inappropriate investment.
In her current work, Professor Conrad researches the relation between credit default swaps and the equity market, and the determinants and effects of high-frequency trading. Her earlier bodog casino review concentrated on the causes of predictable patterns in returns and trading strategies related to these patterns, such as contrarian investing.
Professor Conrad has published numerous articles in peer-reviewed bodog casino review journals, including the Journal of bodog casino review, the Journal of bodog casino review Economics, and the Review of bodog casino review Studies. She speaks regularly at academic and professional conferences and has given presentations at the University of Oxford, Georgetown, Stanford, the London Business School, and the London School of Economics and Political Science, among others.
For more than two decades, Professor Conrad has taught corporate bodog casino review, financial management, and investments courses to graduate and undergraduate students. She has won several teaching awards and has been honored for research and faculty mentoring. Professor Conrad served as the interim dean and senior associate dean for academic affairs at the Kenan-Flagler Business School.
A past president and board member bodog casino review Financial Management Association International (FMA), Professor Conrad also served as chair bodog casino review FMA’s Board of Trustees. She has also been a member bodog casino review boards of directors bodog casino review Western Finance Association (WFA) and the American Finance Association (AFA).
Our extensive network includes top experts from academia and industry.
Steven R. Grenadier
William F. Sharpe bodog casino review of Financial Economics,
Stanford Graduate School of Business;
Senior Advisor, Cornerstone bodog casino review
Steven Grenadier has testified as an expert in investments and derivatives cases in which he has addressed disclosure, suitability, and valuation issues. He has also testified in numerous bodog casino review matters involving allegations of breach of fiduciary duty, excessive fees, and inappropriate investments. Professor Grenadier has experience in analyzing market efficiency, price impact, Comcast issues, and loss causation and damages in Section 10b-5 and 11 securities class actions in federal and state courts.
Professor Grenadier specializes in complex financial asset analysis, and teaches courses on investments, portfolio management, and bodog casino review theory. His research focuses on applying option pricing theory to real investment analysis. Topics have included industry boom and bust cycles, real option signaling games, continuous-time stochastic games, valuing complex lease contracts, and commercial real estate equilibrium models.
He is also a senior bodog casino review economist with bodog casino review Engines, and a former director of Nicholas-Applegate Institutional Funds, AQR Funds, and E*Trade.
Professor Grenadier is an editor bodog casino review Journal of Real Estate bodog casino review and Economics, and a former associate editor bodog casino review Journal of Economic Dynamics and Control. He has also published articles in the Journal of bodog casino review, the Journal of Empirical bodog casino review, the Journal of bodog casino review Economics, and the Review of bodog casino review Studies.
Our extensive network includes top experts from academia and industry.
Laura T. Starks
George Kozmetsky Centennial Distinguished University Chair and Professor of bodog casino review,
McCombs School of Business,
University of Texas at Austin
Laura Starks is an expert on capital markets; financial institutions; investment management; corporate finance; and environmental, social, and governance (ESG) issues. Her research covers a range of topics related to asset pricing, mutual funds, bodog casino review plans, and corporate finance. Professor Starks’s ESG expertise includes ESG measurement, climate risk, board diversity, and impact investing. She was one of the first professors to develop courses on ESG investing, which she has been teaching for the past ten years to undergraduate and graduate students.
In her expert testimony, Professor Starks has addressed a variety of allegations. These issues have included bodog casino review plan fees, institutional investing, mutual fund management and fees, employee stock options, spin-offs, investment prudence, board prudence, ESG-related issues including corporate governance, securities lending, and information effects on financial markets.
bodog casino review Starks currently serves on the Academic Advisory Board of FTSE-Russell, the Academic Network Advisory Committee for Principles for Responsible Investment (PRI), the Academic Advisory Board for AIF Global, the Academic Advisory Council for the Pacific Center for Asset Management, and the Advisory Board of Texas Wall Street Women.
For many years, Professor Starks was an independent director for CREF bodog casino review Accounts and TIAA-CREF Mutual Funds. She served on the Investment Advisory Committee for the Employees bodog casino review System of Texas, the Board of Governors of the Investment Company Institute, and the Governing Council of the Independent Directors Council. In addition, she has been a member of the Strategy Council and the Expert Panel for the Norwegian Government Pension Fund (the largest sovereign wealth fund in the world).
Professor Starks is the current president bodog casino review American Finance Association, and has also served on its board of directors. In addition, she has been president and a member bodog casino review boards of directors for the Financial Management Association, the Society for Financial Studies, and the Western Finance Association. Professor Starks previously edited the Review of bodog casino review Studies, and has served as an associate editor bodog casino review Journal of bodog casino review, bodog casino review Management, and the Journal of Financial Services bodog casino review, among others.
Professor Starks has published her research in leading journals. She has received numerous awards for her research, including the 2021 Moskowitz Prize, the premier global prize for research in sustainable bodog casino review. Professor Starks is also an award-winning educator, and has taught courses in corporate bodog casino review and investments, among other topics. She presents her research at academic and practitioner events all over the world.
Our extensive network includes top experts from academia and industry.
Pete Swisher
Independent Fiduciary and Consultant;
Founder and President,
Waypoint Fiduciary, LLC;
Managing Partner,
Group Plan Systems, LLC
Pete Swisher is a recognized expert on bodog casino review plans and bodog casino review plan governance. Mr. Swisher has extensive experience with fiduciary practices related to Employee bodog casino review Income Security Act (ERISA) plans, including the ERISA Section 3(16) plan administrator, trustee, investment manager, and named fiduciary roles. He also focuses on group programs such as multiple employer plans (MEPs), pooled employer plans (PEPs), association bodog casino review plans (ARPs), group trusts, and similar bundled service arrangements.
Mr. Swisher has testified before or provided technical feedback to the Department of Labor (DOL), the Internal Revenue Service (IRS), the Securities and Exchange Commission (SEC), and the Senate Finance Committee. He served as a subject matter expert for the American bodog casino review Association (ARA) with respect to the DOL’s 2016 “Conflict of Interest Rule—bodog casino review Investment Advice,” also known as the Fiduciary Rule, and the related package of prohibited transaction exemptions.
Mr. Swisher consults on a spectrum of issues arising in defined contribution plans, such as recordkeeping, administration, and investing, as well as industry issues such as product development and distribution strategies and methods. He has been retained as an expert witness in bodog casino review matters and testified in deposition.
A noted authority on bodog casino review plans and their service providers, Mr. Swisher is the author of 401(k) Fiduciary Governance: An Advisor’s Guide, published by the ARA (third edition published 2012). He has published numerous articles in specialist publications, such as the Journal of Pension Benefits, the Journal of bodog casino review Service Professionals, and 401(k) Specialist Magazine. Mr. Swisher speaks regularly at professional conferences on investment topics, the U.S. bodog casino review system, and the fiduciary landscape.
A founding member bodog casino review National Association of Plan Advisors (NAPA), a subsidiary bodog casino review ARA, Mr. Swisher is also founding chair of NAPA’s Government Affairs Committee and one bodog casino review primary drafters of its first code of professional conduct.
As managing partner of Group Plan Systems (GPS), Mr. Swisher serves as an independent fiduciary and pooled plan provider. At Waypoint Fiduciary, which is a part-owner of GPS, Mr. Swisher consults to organizations on ERISA-governed bodog casino review plans.
Previously, he was a senior executive at Pentegra, which provides bodog casino review services, fiduciary outsourcing, and MEPs. Mr. Swisher is a former captain in the United States Marine Corps.
Jules van Binsbergen discusses his bodog casino review on active versus passive mutual fund management.
bodog casino review Capabilities
In ESOP disputes, we have addressed issues involving both private and public company bodog casino review. Our experience includes Department of Labor investigations, internal investigations, and class action litigation. Our work has included:
- Assessing and analyzing third-party valuation reports
- Evaluating transaction structures
- Estimating damages
- Rebutting opposing expert analyses
Since the beginning of 401(k) excessive fee litigation, clients have retained Cornerstone Research in numerous 401(k) and 403(b) fee and investment cases involving plan sponsors and service providers. We have consulted and provided testimony support on many bodog casino review most high-profile matters, addressing topics that include:
- bodog casino review management fees
- Record-keeping and administrative fees
- bodog casino review performance
- Asset allocation
- Capital preservation funds
- Target-date funds
- Fiduciary prudence
- bodog casino review selection and monitoring
- Plan structures
- Damages
- Settlement support
Cornerstone Research maintains an extensive database of bodog casino review company stock drop and bodog casino review fee and investment litigation, allowing us to provide relevant historical data on cases and settlements to our clients.
Cornerstone bodog casino review has worked on multiple cases involving multibillion-dollar defined benefit plans. Our experience covers:
- bodog casino review prudence
- bodog casino review strategy and performance
- Use of alternative investments such as hedge funds and private equity
- Most-favored-nation (MFN) clauses and other fee disputes
- Economic issues related to cash balance conversion bodog casino review
We have addressed forfeiture and vesting provisions in a range of deferred compensation plans offered by bodog casino review institutions. We also have considerable expertise in evaluating employee-level compensation and transaction datasets. Our casework experience includes:
- Analyzing participant data
- Reviewing and assessing compensation structures
- Researching industry processes and labor market competition
- Estimating damages
Our staff and experts have addressed liability and loss causation in litigation involving drops in the price of company stock offered in 401(k) bodog casino review. Our work in this area includes:
- Addressing class certification
- Analyzing market efficiency and potential impact of disclosures
- Analyzing viability of companies
- Analyzing sophisticated investors’ investments
- Addressing issuers’ and trustees’ allegedly insufficient disclosures of risk factors
- Assessing volatility thresholds
- Analyzing performance benchmarks
- Providing settlement estimates and damages analyses
Featured Cases
Selected Professionals
Our staff consultants contribute expertise in economics, bodog casino review, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to provide outstanding support.
How can we help you?
For more information or assistance with a specific matter, please contact us.