Mr. Ezra Zask

Ezra Zask Advisors, LLC
30 Indian Mountain Road
Lakeville, CT 06039
Web Site
Phone: 860-435-9323
Mr. Ezra  Zask

Mr. Zask has more than 25 years of experience in the financial securities industry working with banks, brokers, hedge funds, investment advisors and fund managers. He has taught at Yale, Princeton and Carnegie Mellon business schools. Mr. Zask has provided litigation support and expert witness services to leading law firms and the Commodities Futures Trading Commission and the NASD. His specific areas of expertise include hedge funds, securities, derivatives, foreign exchange, mergers and acquisitions, investment suitability, futures and options, brokerage and prime brokerage disputes, trading fraud, investment banking and finance.

Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: See CV

Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: See CV

Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Extensive experience speaking at conferences on finance, investments, hedge funds, risk management,

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No

Q: On how many occasions have you been retained as an expert?
A: 20

Q: For what area(s) of expertise have you been retained as an expert?
A: securities; finance; futures; options; derivatives; banks; brokers; suitability; international finance; foreign exchange;

Q: In what percentage of your cases were you retained by the plaintiff?
A: 50

Q: In what percentage of your cases were you retained by the defendant?
A: 50

Q: On how many occasions have you had your deposition taken?
A: 7

Q: When was the last time you had your deposition taken?
A: 2007

Q: On how many occasions have you been qualified by a court to give expert testimony?
A: 7

Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 2

Q: For how many years have you worked with the legal industry as an expert?
A: 15

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: consulting; case strategy; litigation support; expert witness

Q: What is your hourly rate to consult with an attorney?
A: 500

Q: What is your hourly rate to review documents?
A: 500

Q: What is your hourly rate to provide deposition testimony?
A: 750

Q: What is your hourly rate to provide testimony at trial?
A: 1000

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: travel expenses; support personnel;

References

References available upon request.

Publications