Expert Details
International Investments, China Investments, Technology Business Management, Expert Witness
ID: 727239
Switzerland
Expert uses a wide range of resources to find specific investment opportunities, and provide essential information. For each country, sector, and potential investment, Expert researches, analyzes, evaluates, and performs due diligence. Expert applies a unique combination of experience in international business, investment, technology, projects, and management to seek opportunities in businesses exhibiting sound management, viable markets, reliable resources, attainable business strategy, innovation, and emerging technology.
Expert invests in the best opportunities for gain. Expert has found and carefully reviewed over 8,600 opportunities in twenty-nine countries. Expert has accomplished over 375 successful investments. Based on successes, the clients continue to rely on Expert’s investment advice and selections. The investing processes are accomplished efficiently using carefully selected organizations such as, International Fiduciary, Banking, Broker, Dealer, Trader, with appropriate Certifications & Licenses.
Business start-up, manage, improve, and expansion
Expert applies his own experience in creating technical businesses to optimize this complex process. He advises on the entrepreneur process including, a business plan, organizing the company, budgeting, financing, scheduling, recruiting, interviewing, evaluating, hiring key persons, obtaining accounting, managing legal, developing business management information systems, organizing offices, procuring equipment, market plans, effective business development and management, establish procedures, develop contracts, and collections.
Confidential business investigations, evaluations, buy, sell, and solutions
Expert applies a unique combination of experience in international business, investment, technology, projects, and management to develop solutions. He advises business owners, investors, lenders, banks, major corporations, institutions, and government.
He performs confidential investigations, research, and evaluations. He provides impartial research clear of perceived conflicts of interest. His research includes businesses, management, customers, suppliers, technology, competitors, risks, and trends. Expert’s evaluations include analyze financial strength, operations, organization, management, technology, controls, cash flow, planning, costs, schedule, systems, safety, quality, plans, and progress. Expert’s evaluations are based on broad international experience and understanding of the management of complex technology companies and projects. Expert discovers problems and develops specific recommendations for action. Solutions range developing remedial solutions to replacement of the company management.
For venture capitalists, investors and entrepreneurs, Expert will search for the best business to buy. He finds the best business investment without revealing the investors and buyers. He performs due diligence to evaluate the business to report the strengths, opportunities, constraints, competition, and risks. He joins in the creation of a specific plan to improve and develop the business.
Expert is a qualified arbitrator of complex management and technical disputes.
Business management and ownership transition
Expert advises top management on management transition. Expert creates plans for the transition of the owner leaving the company. He reviews and develops a retirement plan for business owners. He creates plans for a smooth exit strategy, which may include buy/sell agreements with partners and a formal succession plan. He finds a buyer for a business without revealing who wants to sell.
Wealth Management
For high net worth, busy persons, Expert provides comprehensive wealth management. Expert reviews the personal preferences, goals. He discusses choices for the client to achieve a desired comfortable balance of investment gain and tolerance for risk. Choices discussed are a wide range of investment possibilities including venture capital, direct investment, shares, funds, and other alternatives. Once an overall direction is established, Expert proceeds with the research, analysis, selections, and investing. Expert provides reports, and ongoing financial management.
For the overall invested funds, individual investments, assets, and portfolio, Expert selects and establishes the international bank accounts, foreign exchange procedures, currency transfers, and brokers as needed within the management. For responsible high net worth individuals, Expert serves as a private financial trustee for their survivors, devisees, and beneficiaries.
Financial Planning
For high net worth individuals, Expert develops a personal wealth plan for a lifelong balance of income, investments, gains, risks, taxes, cash flow, desires, and legacy. Expert develops a financial plan, investment plan, cash flow plan, retirement plan, and the financial aspects of an estate and inheritance plan.
Dispute Resolution and Expert Witness Services
Expert provides investigation, data organization, analysis, preparing presentations and expert witness testimony in disputes involving project, program and construction management, and technical business management. Expert can clearly demonstrate in his testimony he experience in actual management of programs, projects, design, and construction.
He provides expert witness testimony in disputes involving owners decision delays, changes, design delays, approval problems, procurement delays, construction delays, change orders, acceleration of work, scheduling, resource allocation and final acceptance problems. The testimony is supported by his experience of planning and scheduling.
He provides expert witness testimony in disputes involving budget mistakes, estimating errors, claims, change orders, interference of construction work, rework, costs of acceleration of work, revenue loss, profit loss, overpayment, productivity loss costs, and equipment standby costs. This capability is founded on actual performance of budgeting for design and construction, construction cost estimating for contractors, construction engineering, field superintendence, cost controlling and reporting, managing cash flow, and allocating resources.
He is a licensed professional engineer who provides project reviews, analysis, evaluations, and expert witness testimony in disputes involving owner decisions, defective design, late drawings, errors, omissions, constructability, design changes, quality control, and impacts on construction projects. He has designed buildings, sewers, water systems, parks, bridges, and dams.
He can and has served as mediator of several complex project disputes.
He can and has served as arbitrator of several complex design, procurement, and construction disputes.
He reviews project disputes and provides solutions for optimization of schedule, costs, productivity, project work force, and equipment. He provides solutions to changes, project delays, cost overruns, unforeseen conditions, subsidence, adjacent work, ongoing facilities operations, rework, remediation, and payment disputes.
International Investment Manager:
Found, researched, and managed investments in China, Russia, New Zealand, Thailand, India, Singapore, Korea, Netherlands, UK, Switzerland, Sweden, Finland, Italy, France, Germany, Brazil, Ecuador, Venezuela, Uruguay, Mexico, Australia, Taiwan, Indonesia, Malaysia, Japan, Denmark, Ireland, Canada, and USA.
Investment focus: international and technology, venture capital, direct business investment and international company shares. Over 8,600 opportunities found and carefully reviewed. Over 376 successful investments.
Wealth Management:
For high net worth individuals, developed a personal lifelong balance of income, investments, gains, risks, taxes, cash flow, desires, and legacy. Created a financial plan, cash flow plan, and estate plan. Reviewed a wide range of investment possibilities including venture capital, direct investment, shares, funds, and other alternatives. Developed an investment plan. Agreed to be trustee as needed.
For busy senior managers, reviewed their preferences. Discussed choices to achieve a balance of investment gain and tolerance for risk. Researched and selected investments. Based on successes, the clients continue to rely on our investment advice and selections.
Confidential investigation and evaluation:
For an undisclosed major foreign investor, investigated a business investment. Performed a confidential investigation, including interviews and extensive research. Analyzed business operations, international considerations, customers, competition, related sectors, suppliers, management, employees, revenues, profits, capital expenditures condition of facilities, maintenance, research and development, intellectual property, cash flow, business plans, and trends. Determined the probable potential profits to be gained and the risks. The information facilitated the foreign investor to make an informed, strategic takeover of the business.
Business Analysis for Investors:
Performed an investigation, analysis, and valuation for a foreign investor seeking to recover their investment in a national technology company. Determined the most likely financial income, expenses, and finances. The results were quite different from what was reported to the investors. The information facilitated the investor recovering the fair return on investment.
Company Investigation:
Evaluated the operations of an owner and manager of a company for an outside investor in the company. Evaluation included the review of improvement and maintenance expenditures, comparing the work accomplished with the expenditures made. Using similar past experience, cost comparisons were made. Checked for diversions of materials and labor from the company into other assets owned by the manager of the company.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1965 | Degree: Bachelor of Science | Subject: Engineering, (management focus) | Institution: University of California, Berkeley |
| Year: 1956 | Degree: Bachelor of Science | Subject: Business Administration | Institution: University of Oregon |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1967 to Present | Employer: Undisclosed | Title: Expert Consultant | Department: |
Responsibilities:International Investment Management. China, Asia and other international opportunities. Research, analyze, evaluate, and manage Alternative Investments, Venture Capital, Businesses, company shares, Assets, and portfolios to optimize gains and manage risk. Financial Management for high net worth. Wealth management. Financial, Investment, Estate, and Inheritance plans. Private financial trustee. Find business investments, evaluate, buy, develop, improve, sell, and reinvest. Confidential investigations, research, and evaluations, such as businesses, management, customers, and competitors. Objective evaluation of management, controls, cash flow, based on broad international experience. Foreign, overseas, business solutions. Mediate complex disputes. Expert reports, technology business, and project management. Expert witness testimony in High Court, USA courts, and arbitrations. |
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| Years | Employer | Title | Department |
| Years: 2008 to 2009 | Employer: Long International, Inc. | Title: Managing Director, Europe & Asia Operations | Department: Europe & Asia |
Responsibilities:He is responsible for management consulting and furthering the expansion of Long International's services in the European and Asian markets. He provides management consulting, onsite investigation, analysis, presentations, and expert witness testimony regarding complex engineering and construction disputes involving project, program, and construction management issues. He testifies in arbitrations, High Court, and US Courts. He serves as a mediator, and arbitrator of complex design, procurement, and construction disputes. |
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| Years | Employer | Title | Department |
| Years: 2002 to 2008 | Employer: Endeavour Capital | Title: Member, Investment Committee | Department: Technology Venture Capital Investment |
Responsibilities:He evaluates and decides venture capital investments in technology for a $40 million fund. Provide international skills on the investment committee of the EIP Fund, He investigates each potential investment, interview key technologists and managers, evaluate management skills, validity of the technology, competition, benefits of the invention, software or technology, potential for sales growth, financial forecasts, international management, customers, intellectual property, governments, and risks.Endeavour Capital is investing in a $100 million partnership with Hubei, China's Wuhan Huagong Venture Capital Company. This is a part of Endeavour Capital’s $300 million Endeavour Growth Fund, which will make investments in cleantech, life sciences, information, and communications. |
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| Years | Employer | Title | Department |
| Years: 1962 to 2001 | Employer: Various Technical businesses | Title: President, Chairman | Department: |
Responsibilities:President, developer, and principal owner of two technology companies. While directing the companies, built the companies from one customer, few employees in one office to many customers, triple the number of employees and expanded to several offices in new areas. Provided management consulting for major clients such as Citibank, Security Pacific Bank, Los Angeles Department of Airports, University of California, and California State University. Part owner, officer, and director of four other businesses. |
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Additional Experience
| Expert Witness Experience |
|---|
| Prepared expert reports and presented expert witness testimony in High Courts, USA courts, arbitrations, and other international tribunals. Cases involved up to USD 13 million, twenty companies, hundreds of difficult disputed technical and management issues and five years to resolve the conflicts. Some cases included lay juries, requiring clear explanations of technical analysis. Developed analogies and demonstrative exhibits that were easily understood by persons with limited educations. Based on successful expert testimony, large organizations asked for management advice to avoid future disputes. Reviewed the management systems, interviewed managers, prepared specific recommendations that were implemented. Presented training for managers. International Airport Contractor Termination: Delay of over double the contract specified time and construction claims of over $13 million. Contractor terminated on this major change to the Tom Bradley International Terminal at Los Angeles International Airport. Dispute included errors in as-built plans, access to the work, changes, inadequate schedule, excessive RFIs, acceleration, delays, disruptions, impacts, lack of timely responses, interference with subcontractors, safety, security interference, over inspection, obstruction, improper acts and omissions, inadequate contract administration, loss of profit, extended field office overhead, extended home office overhead, delay in payment, improper and late notices, breach of contract and wrongful termination. Project includes addition of floor space and utilities for added food concessionaires on the Mezzanine deck overlooking the Departure Level. Work involves reconfiguration of foundations and reinforcement of steel structures on three levels below new floor space. The demolition of existing and addition of new utility systems including fire/life/safety, water, sewer, power, HVAC, and multiple open grill exhaust systems. Additional toilets, 2 new escalators, a new elevator, a new Grand Stair case, reconfiguration of international security screen areas, and fountains/landscaping. Work includes extensive refinishing of floors, handrails, lighting, walls, and ceilings in a highly stylized art-deco motif. Performed extensive services for the City of Los Angeles Department of Airports and the Los Angeles City Attorney’s office. This includes analysis of General Contractor performance and efficiency, the planned schedule, adjustments to the schedule for changes, evaluation of the cause and responsibility for delays, and determination of the time and cost impact of changes. Performed detailed review of schedule, costs, tendering, bidding, design, management, component design, procurement, manufacturing and installation, changes, correspondence, site conditions, defects, progress photographs, job site meeting records, interviewed key persons in construction, oversight, engineering and architecture. Selected, organized, and managed consulting employee support staff of six. Analyzed and advised lawyer and owner to optimize resolution. Major high-rise Apartment Building Delay of over eight months and construction claims of over $4 million a $25 million high-rise apartment building. Performed detailed review of schedule, costs, tendering, bidding, design, management, component design, procurement, manufacturing and installation, changes, correspondence, site conditions, defects, progress photographs, job site meeting records, interviewed key persons in construction, oversight, engineering and architecture. Advice included remedial work, costs, management, schedule, approach, risks, mitigation, negotiations and settlement amounts, etc. to resolve. Dam changed conditions and Construction Management Devil’s Gate Dam, Los Angeles County Department of Public Works. Reviewed and analyzed delays, changed conditions, overall project, and construction management. Provided expert testimony. |
Career Accomplishments
| Associations / Societies |
|---|
| Expert has participated in a number of professional organizations over the years including: He was active in the Construction Management Association of America as a Member, the Past President of the Northern California Chapter and one of the founders. Other organizations are: American Arbitration Association, Arbitrator. American Bar Association, Associates Committee of the Section of Dispute Resolution. Project Management Institute, Program and Asilomar Committees. Design Build Institute of America. Western Council of Construction Consumers. Building Industry Council Board. International Facilities Management Association. Professional Services Management Association. American Society of Civil Engineers. Consulting Engineers Council. Bay Area Bioscience Center. German American Chamber of Commerce. |
| Licenses / Certifications |
|---|
| Recommended, tested and granted registration as a licensed professional engineer (PE) in: Civil Engineer, California. Professional Engineer, Oregon. Professional Engineer, Washington |
| Awards / Recognition |
|---|
| Phi Beta Kappa, National Scholastic Honorary. Chi Epsilon, National Civil Engineering Honorary. Tau Beta Pi, National Engineering Honorary. California Honor Students' Society, Member. |
Fields of Expertise
business analysis, business research, financial investigation, international investment, investment management, business management, business operations, business process re-engineering, business startup, business strategy, change management, corporate strategic planning, cost-benefit analysis, due-diligence investigation, employee investigation, feasibility study, financial modeling, organizational transformation, risk management, venture capital, business continuity planning, capital planning, estate planning, portfolio analysis, architectural engineering, civil engineering, commercial construction, constructability, construction claim, construction defect, construction dispute, construction planning, construction project management, construction risk management, construction schedule, contract dispute, defective construction, engineering management, engineering project management, project cost engineering, residential building construction, commercial business, succession planning, exit planning, international research, financial research, portfolio management, investment value, dispute, general contractor, business, Asia-Pacific market, business development, Perl programming language, small business, entrepreneurship, Far East sourcing, labor cost estimation, project execution planning, market trend, incentive compensation plan, delay line, business intelligence, building construction regulation, competitive intelligence, work team, resource planning, cost accounting, engineering change control, construction engineering, engineering economics, activity analysis, capital, economics, cost reduction, claiming, business re-engineering, construction inspection, management, research and development, cost estimation, modular construction, cost control, innovation, transportation construction, construction, forensics, damage, value engineering, scheduling, road construction, project scheduling, project planning, planning, number crunching, highway construction, facility management, economic analysis, earned-value system