J. Armand Musey, JD/MBA, CFA, is the president and founder of Summit Ridge Group LLC. Armand specializes in the satellite, media and telecommunications industries. A former top-ranked Wall Street research analyst, he has a unique blend of 16 years of equity research, investment banking and consulting experience. Armand has completed dozens of financial valuation, strategic analysis, business development, corporate governance and business plan creation assignments in the communications industry. He also has experience working on numerous financing, M&A transaction and litigation support assignments.
BackgroundQ: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: BA (with Honors) - University of Chicago;
MA - Columbia Univeristy;
MBA - Kellogg Graduation School of Management (Northwestern University);
JD (Cum Laude) - Northwestern University School of Law; and
Chartered Financial Analyst (CFA).
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: CFA Institute;
New York Society of Security Analysts;
NY State Bar Association;
American Bar Association; and
The Federal Communications Bar Association.
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: December 19th, 2012. Crossfire Media, Washington, D.C. Incentive Auctions: What the Broadcasters Need to Know. Wednesday December 19, 2012. Summit Ridge Group, LLC president and founder, J. Armand Musey, CFA moderated a panel discussion titled: Legal Perspective: TV Incentive Auction Reverse Auction Process. Panelists included: Dr. Coleman Bazelon, the Brattle Group; Prof. Thomas Hazlett, George Mason School of Law; Dr. Mark Fratrik, BIA Kelsey.
November 8th, 2012. Columbia Law School, New York, NY. Summit Ridge Group, LLC president and founder J. Armand Musey will present his paper “Broadcasting Licenses: Ownership Rights and the Spectrum Rationalization Challenge“ as part of a speaker series.
October 5th 2012. SuperWiFi Summit, Austin, TX. Summit Ridge Group, LLC president and founder J. Armand Musey, CFA presented on a panel titled, “Crystal Ball – White Spaces 2018.” Other panelists included: Gregory J. Herman, President - Spectrum Evolution; Barlow Keener (Moderator), Principal - Keener Law Group; Marty Stern (Moderator), Partner – K&L Gates LLP; Rick Whitt, Global Head for Public Policy and Government Relations - Motorola Mobility LLC.
October 4th 2012. Super WFi Summit, Austin, TX. Summit Ridge Group, LLC president and founder J. Armand Musey, CFA presented on a panel titled, “Incentive Auctions: Looming Battles, or Burgeoning Partnerships.” Other panelists included: Vanu Bose, CEO - Vanu, Inc.; Jim Carlson, CEO - Carlson Wireless; Rod Dir, CEO - Spectrum Bridge; Paul Garnett, Director -Technology Policy; Microsoft; Rick Whitt, Global Head for Public Policy and Government Relations - Motorola Mobility LLC.
March 6, 2012. Association for Law Property and Society Annual Meeting, Georgetown Law Center – Washington, D.C.. Summit Ridge Group, LLC president and founder, J. Armand Musey, CFA presented an academic paper at this conference.
June 2008. Washington Space Business Roundtable, Washington, DC. Summit Ridge Group, LLC president and founder J. Armand Musey, CFA presented a talk titled, “Trials & Pitfalls of Communicating from the Top of the World.”
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
Q: On how many occasions have you been retained as an expert?
Q: For what area(s) of expertise have you been retained as an expert?
A: satellite communications;
financial and valuation analysis of satellite related companies;
wireless spectrum valuation; and
equity research methods and standards (for an insider trading case).
Q: In what percentage of your cases were you retained by the plaintiff?
Q: In what percentage of your cases were you retained by the defendant?
Q: On how many occasions have you had your deposition taken?
A: six times (twice in cases where I was a fact witness)
Q: When was the last time you had your deposition taken?
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Three times
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
Q: For how many years have you worked with the legal industry as an expert?
A: 8 years
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, reports and testimony (deposition and in court).
Q: What is your hourly rate to consult with an attorney?
Q: What is your hourly rate to review documents?
Q: What is your hourly rate to provide deposition testimony?
Q: What is your hourly rate to provide testimony at trial?
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Non-productive travel at half-rate ($200/hr). Incidental office expenses (e.g. minor copying, printing etc) are included. Non-ordinary expenses passed through at cost.
ReferencesMr. Brian Weimer
1300 I Street, NW
Washington, DC 20005
Mr. John Hane
2300 N Street, NW
Washington, DC 20037