Marty Dirks provides litigation support, consulting and expert witness testimony to attorneys, both plaintiff and defense, for both civil and criminal cases. He is an expert in finance and investments with strong academic credentials and extensive securities and corporate business experience. His clients are nationwide.
Mr. Dirks has expertise in complex data analysis and financial modeling. He designs and develops financial modeling tools to illustrate complex financial concepts in a visual, intuitive manner. This is especially useful to communicate complex financial concepts to people with non-financial backgrounds.
“Mr. Dirks stepped into this problem with very little time available before trial was to commence. He did an extraordinary job in both tackling the flaws with the underlying damage analysis … and presenting an alternative damages model in our case that was nothing short of brilliant.” - William Gwire See more
Mr. Dirks has been an investment consultant to endowments, foundations and pension plans. He has advised on asset allocation, manager selection and other investment issues. He has been the sole advisor to both defined benefit and defined contribution pension plans. He was a board member for City of San Jose's pension plan for eight years.
“Having served with Marty Dirks on the City of San Jose's Federated Employee Retirement System Board (a $2B public pension plan) for six years, I can give Marty my highest recommendation as a sophisticated expert in all things investment related.” - Lara Druyan See more
As a short seller at large hedge funds for more than a decade, Mr. Dirks has researched and uncovered many fraudulent companies prior to the fraud becoming publicly disclosed. He specializes in the investigation, detection and quantification of financial reporting fraud and asset misappropriations.
He also has substantial experience with litigation support assignments, fraud investigations and other due diligence initiatives.
While damages calculations can be very complex, determining the economic damages is only the beginning. The methodology must be able to be explained clearly to non-experts and defended against challenges.
Marty Dirks’ business valuation expertise is based in actual investment experience from managing real portfolios of publicly traded securities, over $800 million in size, and making transaction decisions personally. In addition, he has been responsible for the acquisition of private companies, where his analysis determined whether or not the transaction was made. Valuation approaches based strictly on theoretical grounds may lead to bad analysis. An overstated valuation of damages can harm a plaintiff; it increases the likelihood that the valuation will be disregarded because it is unreasonable and based on unrealistic assumptions.
Mr. Dirks worked for some of the largest hedge funds in the world. He also managed his own fund from start-up. He has a hands-on understanding of standards of practice in portfolio management and standards of care in investment due diligence.
"I unconditionally and sincerely recommend Marty to any firm seeking an Analyst or Portfolio Manager. He is clearly at the top of his game." - JP Mark See more
Mr. Dirks is highly regarded in the investment industry. He has spoken at more than 30 investment conferences in the past ten years, including events hosted by the CalAPRS Trustee Roundtable, CAIA/CalALTs/CFA Society, IMI, IMN, Markets Group, Opal and Pension Bridge.
He has received more than 800 LinkedIn endorsements by his investment and Wall Street peers as an expert regarding investment-related skills in areas such as Investments, Equities, Portfolio Management, Alternative Investments, Valuation, Financial Modeling, Asset Allocation, Investment Strategies, Private Equity and Due Diligence.
Mr. Dirks can provide task critical information by:
Marty Dirks provides Expert Witness, & Litigation Support Services to the Bay Area and Nationwide.