David Pelleg Email & Phone Number

Cleveland, Ohio, United States

Expert witness specializing in structured finance, derivatives and alternative asset management.

Kent, Ohio

Associate Lecturer in Finance (NTT)Awarded the 2022 Service Award by the Ambassador Crawford School of Business and EntrepreneurshipAwarded Most Valuable Professor (MVP) by KSU Golf Athletes.Created and taught the following courses:Bitcoin and FintechIntroduction to Financial ModellingAdvanced Financial ModellingFixed Income ManagementDerivativesAdvanced.

Cleveland, Ohio / Geneva, Switzerland

Expert witness (Plaintiff) in a Collateralized Loan Obligation (CLO) litigation.Expert witness (Defendant) in a Bitcoin-exchange litigation.Expert witness (Plaintiff) in a venture-capital fund structure litigation.Expert witness (Defendant) in private-equity real-estate litigation.Worked with a team in Geneva, Switz to bridge the gap between traditional.

Cleveland/Akron, Ohio Area

Merger transition team. Financial, capital markets, sales, management.Successfully transitioned subsequent merger with ChartLogic division of Medsphere.Propected for new distribution channels for proprietary software.Assisted with successful debt and equity capital raises.Managed the transition and merger between MBS and ChartLogic on the finance.

Sourced and managed acquisition by Medsphere Systems Corporation.Re-engineered debt and equity capital to sustain the business.MBS/Net offered Healthcare IT enterprise software for hospitals and ambulatory providers - full spectrum solution including EHR, practice management, revenue cycle management, and IT outsourcing.

Cleveland/Akron, Ohio Area

Taught Introduction to Corporate Finance and Financial Accounting course.

London, United Kingdom

Created and executed structured investment solutions for Ivy's clients.Managed distribution relationships with investment banking partners.Negotiated structured products on behalf of investors with investment banks.Monitored portfolio of fund-linked structured products.Re-engineered liquidity lines across Ivy funds.Left Ivy to return to Cleveland to help.

London, United Kingdom

Structured hedge-fund-linked derivatives for institutional and very high-net-worth clients.Monitored and hedged portfolio of structured ETF vehicles.Marketed credit lines and structured investment solutions to fund-of-hedge-funds.The team was disbanded by BofA in light of restructuring.

London, United Kingdom

Ran the hedge fund-linked derivatives structuring and marketing desk in London.Structured innovative structured products to tailor risk/reward outcomes for institutional and very high net worth clients.Zurich Financial wound down Zurich Capital Markets in light of losses in unrelated private equity investments.

London, United Kingdom

PlusFunds was a dot.com startup that planned a tradeable hedge-fund platform including web-based, real-time valuations.Member of the structured products team.Helped to design real-time hedge fund valuation model.Co-designed the tradeable fund-of-funds index.PlusFunds ran out of investor capital and missed the dot.com IPO window.

London, United Kingdom And New York

Originally hired by Swiss Bank O'Connor.New York: Hedge fund-of-fund business set-up and Exotic FX derivatives sales. Soon shifted full time to the hedge fund business to help set up the UBS fund of hedge funds.London, 1996: Moved to London to join UBS Currency Fund (global macro) as Quantitative Analyst and Options / Volatility Trader.

Chicago

Accepted to University of Chicago, Booth School of Business for Fall 1992 entrance class.M&A analyst.Created NewMAT, a proprietary M&A valuation model.

Chicago

Chicago Office was closed in 1990 after junk bond crash.Had been selected for promotion to Associate.Received excellent recommendation for U of Chicago MBA program.Corporate finance and credit analyst.Helped develop proprietary discount cash flow analysis spreadsheet using reduce form equation to automate calculation of future cashflows taking into account.

Mba, Analytic Finance And Statistics

Activities and Societies: Co head-writer for 1994 Follies; Sax, The Lounge Cox Band (aka The Peter Tampas Band)

B.S. Bus, Finance And Economics

Activities and Societies: Magna Cum Laude, Honors in Economics