Mr. Sameer S. Somal, CFA, CFP®, CAIA
Doylestown, PA 18902
Sameer Somal is the CEO of Blue Ocean Global Technology and Managing Partner of Capital Expert Services. He is a trusted advisor to executives, founders, and family offices, particularly where reputation, valuation, and risk intersect. Sameer is an active litigation consultant and serves as a testifying expert witness in economic damages, intellectual property, and internet defamation matters. His commitment to advancing opportunity and supporting the next generation of female entrepreneurs is reflected in his work with Girl Power Talk and Girl Power USA.
An active contributor to the Abraham Lincoln Scholars initiative, Sameer proudly serves on the Board of Directors of the Abraham Lincoln Association and Abraham Lincoln Long Nine Museum . A graduate of Georgetown University, he has previously held leadership roles at Bank of America, Morgan Stanley, and Scotiabank. Sameer is a recipient of the CFA Institute’s 2022 Inspirational Leader Award and was named an Iconic Leader by the Women Economic Forum. His association memberships include the Abraham Lincoln Association (ALA), Academy of Legal Studies in Business (ALSB), American Bar Association (ABA), National Association of Corporate Directors (NACD), Society of International Business Fellows (SIBF), Ulysses S. Grant Association and Organization of American Historians.
- Artificial Intelligence
- Asset Searches
- Business Law
- Defamation
- Expert Witness Financing
- Information Technology
- Intellectual Property
- International Law
- Judgment Recovery
- Private Investigators
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A: CFA Charterholder
CFP Professional
Chartered Alternative Investment Analyst - Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A: Abraham Lincoln Association (ALA)
Academy of Legal Studies in Business (ALSB)
American Bar Association (ABA)
American Marketing Association (AMA)
Business Transition Council
International Trademark Association (INTA)
National Association of Corporate Directors (NACD)
Society of International Business Fellows (SIBF)
CFA Institute:
CFA Institute global approved list
Host of the CFA Institute talk show, entitled The Topic @ Hand
Member of the Board of Regents for the CFA Institute's Seminar for Global Investors
Contributing author at CFA Institute's Enterprising Investor Blog
Senior Grader of CFA exams
- Q: Please list any teaching or speaking experience you have had, including subject matter:
- A: Speaking Engagements:
Elite Global Leaders (Savannah, GA) — 2024
Federal Home Loan Bank (Naples, FL) — 2024
Louisville Bar Association (Louisville, KY) — 2024
New York State Bar Association (Albany, NY) — 2024
US Defense Leadership Forum — 2024
Family Office Round Table — 2023
100 Women in Finance (Cayman Islands) — 2022
IBM (Athens, Greece) — 2022
Portfolio Management Association of Canada (Toronto, Canada) — 2022
Empowering a Billion Women (Austin, TX) — 2021
InterCon USA (Las Vegas, NV) — 2021
CFA Institute VBA Netherlands (Amsterdam, Netherlands) — 2020
Dimensional Fund Advisors (Chicago, IL) — 2020
Legal Marketing Association (Orlando, FL) — 2020
Benchbar Conference — 2019
Legal Week (New York, NY) — 2019
Consumer Financial Protection Bureau (Washington, D.C.) — 2018
Mobile Growth Summit (New York, NY) — 2018
Philippines HR Summit — 2018
US Clear Law Institute (Arlington, VA) — 2018
US Department of State (Washington, D.C.) — 2018
Scotiabank (Cayman Islands) — 2017 - Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
- A: N/A
- Q: On how many occasions have you been retained as an expert?
- A: 400+
- Q: For what area(s) of expertise have you been retained as an expert?
- A: Asset Valuation, Business Damages, Copyright Infringement, Defamation, Digital Marketing, Economic Analysis, Economic Damages, Financial Analysis, Intellectual Property, Internet Defamation, Libel, Online Reputation Management, Portfolio Management, Reviews, Search Engine Optimization, Slander, Social Media, Source Code, and Trademark Infringement.
- Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
- A: Consulting, Cyber Investigations, Damages Assessment, Deposition Testimony, Expert Reports, Legal Research, Private Investigations, Site Inspections and Trial Testimony.
- Abraham Lincoln: A model for ethical leadership
- The Increasing Threat of Cyber Espionage and Its Impact on Trade Secret Protection.
- Defamation and Reputation Management in the Digital Age
- Maximizing Your Impact as an Expert Witness
- Calculation of economic damages in defamation cases
- At the Round Table with Economic Damages & Internet Expert, Mr. Sameer Somal
- Sameer Somal - Authored Articles
- New York State Bar Association CLE feedback
- Internet Defamation White Paper
- Sameer Somal Publications
Attorney client references:
Mr. William Choslovsky
Ginsberg Jacobs LLC
300 South Wacker Dr., Suite 2750
Chicago, Illinois 60606
312.660.2202
wchoslovsky@ginsbergjacobs.com
Mr. Mark M. Scott
Buchalter
18400 Von Karman Ave., Suite 800
Irvine, CA 92612
949.224.6217
mscott@buchalter.com
Ms. Melissa A. Reinckens
DLA Piper
4365 Executive Dr., Suite 1100
San Diego, CA 92121
619.699.2798
melissa.reinckens@us.dlapiper.com
Mr. Vince Eisinger
Cranfill Sumner LLP
5440 Wade Park Boulevard, #300
Raleigh, NC 27607
919.863.8703
veisinger@cshlaw.com
Ms. Yawanna McDonald
Campbell Partners
505 20th Street N., Suite 1600
Birmingham, AL 35203
205.224.0756
yawanna@campbellpartnerslaw.com
Mr. Chris Brown
Brown & Rosen LLC
100 State Street, Ste. 900
Boston, MA 02109
617.728.9111
cbrown@brownrosen.com
Mr. Joshua Schwartzman
DLA Piper
1251 Avenue of the Americas
New York, New York, 10020-1104
Associate
+1 212 335 4671
joshua.schwartzman@us.dlapiper.com
Douglas J. Ryder
Ryder, Mazzeo & Konieczny
808 Bethlehem Pike
Suite 200
Colmar, PA 18915
Registered Patent Attorney
(215) 997-0248
dryder@drmkiplaw.com