Expert Witness Services

Conatum Consulting provides litigation support in financial services industry business practices, trading software, technology and patents. Services include prior art discovery, locating primary resources and academic research.

Additional cases have included fraud and employment practices in the financial markets.

We have effectively educated counsel and the court in the history and nuances of industry practice via written expert reports, in depositions and in the courtroom.

Why use Conatum for expert witness research and testimony?
  • Independence
    • No ties to vendors or client firms

  • Credible
    • Senior executive knowledgeable in financial services industry and technology in US, Europe and Asia
    • University graduate faculty member, often quoted in the press
    • Able to explain complex technical or financial business issues to counsel and in a court

  • Unique Capabilities
    • Trading systems (electronic, algorithmic and high frequency) in most instrument classes, e.g., equities, fixed income, forex, derivatives
    • Market microstructure including exchanges and alternative trading system (ATS) markets
    • International experience in Europe and Asia
    • Experience as both a vendor and end user of products and services
    • Management of large and complex projects
    • Risk management for financial institutions

  • Flexible
    • Short or long term projects anywhere in the US
Representative Assignments
  • Defending software patent: Researching existing products prior to patent date, demonstrating that no relevant prior art existed. Documented and presented information on market conditions at the time of the patent issuance.

  • Challenged software patent: Located academic papers and software product documentation showing previous implementation and public description of the technology.

  • Software ownership dispute: Researched and presented information on business practices between software vendors and clients.

  • Employment dispute regarding use of technology by traders and markets.

  • Identifying the red flags in a Ponzi scheme.

  • Appeared in federal court, SEC hearings and FINRA arbitrations.
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