Jim is a managing director in the New York office and is part of the Disputes and Investigations practice. Jim has more 27 years experience in the structured finance field and has worked on residential and commercial mortgage-backed securities, CDOs and ABS on the capital markets side since 1992. In his career, Jim has originated, structured (and restructured) and traded, distributed, analyzed and managed approximately $25 billion of structured credit products.
Jim has provided expert testimony or filed expert reports in multiple cases involving financial transactions, both for defendants and plaintiffs, in various jurisdictions. He has testified in cases relating to structured finance and derivatives products, capital markets activity, and opined on industry standards relating to asset management reporting and surveillance. He and his team have acted as confidential consulting experts on numerous other litigation matters.
Previously, he was the co-founder and CEO of Dynamic Credit Partners, LLC, a specialist structured credit investment advisor, based in New York. Jim oversaw the firm’s strategic direction, all project development, portfolio management guidelines and investment process, capital raising and client relations, and operational risk management.
From 2004 through mid-2007, Dynamic Credit was active in asset management, and the legacy firm continues to be responsible for 8 investment vehicles, but has limited trading activity. Since late 2007, Dynamic Credit mainly operated an advisory and valuation business, with over 90 projects completed on a global basis, which was sold to Duff & Phelps in December 2010.
Prior to founding Dynamic in 2003, Jim headed the European CDO team at Deutsche Bank (London). Previously he was a senior member of the structured products/derivatives group at Bear Stearns, where he gained experience in repackagings, CDOs, and mortgage REIT IPOs. Jim was an RMBS and CMBS specialist from 1992-1996 at Nomura Securities, as well as Myerberg & Co.
Jim began his career a tax lawyer from 1986-1992 with Cadwalader in the mortgage-backed and broader structured finance sectors; he is admitted to the Bar of the State of New York (inactive status).
Jim's highest degrees are an M.Sc. from the London School of Economics (1983) and an LL.M. (Taxation) from New York University (1990). He is a member of the Investor Committee of the American Securitization Forum.