Combined Expertise in Investment Due Diligence
and Fiduciary Responsibility

Prudent Expert, LLC

Mr. Halpern assists legal counsel with:

  • Analyzing the nature and strength of possible claims and defenses
  • Discovery, including preparing for depositions
  • Critically evaluating evidence and lines of analysis, offensive and defensive
  • Cross-examining opposing experts and fact witnesses
  • Drafting and testifying in support of an expert report

His services apply across a wide range of employee benefit plans and asset pools, including defined benefit pension funds, 401k plans, welfare funds (including VEBAs), corporate and Taft Hartley plans, public pension funds, and other institutional investors, and a wide range of investments, including publicly traded securities and public and private alternative investments.