Mr. J. Armand Musey, CFA

Summit Ridge Group, LLC
535 Fifth Avenue, 4th floor
New York, NY 10017
Web Site
Phone: 646-843-9850
Cell Phone: 917-514-2132

J. Armand Musey, JD/MBA, CFA, is the president and founder of Summit Ridge Group LLC. Armand specializes in financial analysis and valuation in the satellite, media and telecommunications industries. A former top-ranked Wall Street research analyst, he has a unique blend equity research, investment banking and consulting experience since 1997. 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.

Background

Q: 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;
Chartered Financial Analyst (CFA);
Completed American Society of Appraiser's business valuation and intangible asset valuation curriculum; and
Passed national Uniform Standards of Professional Appraisal Practice (USPAP) exam.

Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: CFA Institute;
New York Society of Security Analysts;
American Society of Appraisers; and
The Federal Communications Bar Association.

Q: Please list any teaching or speaking experience you have had, including subject matter:
A: December 2014. Spectrum Americas, Washington, D.C. Summit Ridge Group, LLC president and founder, J. Armand Musey, CFA moderated a panel discussion regarding spectrum auctions.

November 2014 Dentons' Space Law Colloquium, Washington, D.C. Summit Ridge Group, LLC president and founder, J. Armand Musey, CFA participated on a panel related to satellite financing.

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)
A: No.

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

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?
A: 40%

Q: In what percentage of your cases were you retained by the defendant?
A: 60%

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?
A: 2008

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?
A: Twice

Q: For how many years have you worked with the legal industry as an expert?
A: 10 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?
A: $450.

Q: What is your hourly rate to review documents?
A: $450.

Q: What is your hourly rate to provide deposition testimony?
A: $550.

Q: What is your hourly rate to provide testimony at trial?
A: $550.

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Non-productive travel at half-rate ($225/hr). Office and administrative expenses (e.g. copying, printing etc) are covered via a 10% administrative surcharge to hourly billing. Non-ordinary expenses passed through at cost.

References

Mr. Patrick Campbell
Partner
Paul Weiss
2001 K Street
Washington, DC 20006
pcampbell@paulweiss.com


Mr. Steven Coran
Partner
Lerman Senter, LLP
2000 K Street, NW
Suite 600
Washington, DC 20006
(202) 416-6744
scoran@lermansenter.com


Mr. John K. Hane
Partner
Pillsbury Winthrop
1200 Seventeenth Street, NW
Washington, DC 20036
(202) 663-8116
john.hane@pillsburylaw.com


Mr. Trey Hanbury
Partner
Hogan Lovells
555 Thirteenth Avenue, NW
Washington, DC 20004
(202) 637-5534
trey.hanbury@hoganlovells.com


Ms. Jennifer Hindin
Partner
Wiley Rein, LLP
1776 K Street, NW
Washington, DC 20006
(202) 719-4975
jhindin@wileyrein.com





Mr. Paul Kirsch
Partner
Shopoff Cavallo & Kirsch LLP
601 Montgomery Street, Suite 1100
San Francisco, CA 94110
(415) 984-1975
paul@scklegal.com


Mr. Phillip Spector
Of Counsel
Milbank Tweed
1850 K. Street, NW
Suite 1100
Washington, DC 20006
(202) 835-7540
pspector@milbank.com
(Note: Mr. Spector is former General Counsel of Intelsat and former head of Paul Weiss’s communications practice)


Mr. Marty Stern
Partner
K&L Gates
1601 K Street, NW
Washington, DC 20006
(202) 661-3700
marty.stern@klgates.com


Mr. Brian D. Weimer
Partner and Communications Practice Leader
Sheppard Mullin Richter & Hampton LLP
1300 I Street, N.W.
11th Floor East
Washington, DC 20005
(202) 469-4904
BWeimer@sheppardmullin.com


Updated August 2015