TESTIMONYUS Airways Class Action: Report on Orderly Liquidation, 2006
Estimated damages by analyzing the prices available though an orderly liquidation of holdings.
Expertise in market microstructure, block trading effects, both in financial theory and practice.
US Airways Class Action: Report on Prudence and Position Size, 2005
Analyzed suitability and risks of concentrated pension fund holdings.
Confidential Technological company: Analysis of potential news impact, 2000
Analyzed potential damages by evaluating the possible effect upon the stock price if additional
information had reached the market earlier. Examined fundamentals, news reports, and trading in
GOVERNMENT ADVISORY SERVICESIndian Prairie School District
"Final Report on Borrowing and Debt Structure" Report for the Treasury Subcommittee, December 2005
Wisconsin Tax Burden Study Commission
"Inflation and the Wisconsin Individual Income Tax." Report for the Wisconsin Tax Reform Commission, June 1978.
"Tax Simplification." Report with Gary Montrose to the Wisconsin Tax Reform Commission, July 1977.
"Federalization of the Wisconsin Capital Gains Tax Treatment." Report for the Wisconsin
Tax Reform Commission, August 1977.
Wisconsin State Expenditure Commission
"Wisconsin State Shared Revenues: The Myth and the Reality" Report for the Wisconsin Expenditure Commission, August 1986.
"State and Local Spending: How Does Wisconsin Compare?" Report for the Wisconsin Expenditure Commission, July 1986.
Wisconsin State Legislature - several committees
"The New Budget Process, Tax Reform, and Political Strategy," Presentation at the Wisconsin Political Science Association Annual Meeting, October 1981.
"The Appleton Property Tax Increase, 1981-82," Lawrence University Public Policy Monograph Series, #4, May 1982.
"Simulating the Effects of Policy Changes on Property Taxes," Demonstration of Computer Model for the 1983 Annual Meeting of the Wisconsin Political Science Association, October 1983.
"Policymaking and the Public in Complex Society: The Unforeseen Consequences of Progressive Tax Policy," Report for the Annual Meeting of the Midwest Political Science Association,
"Fiscal Impact Study: Proposed Grand Chute Incorporation," Report for the City of Appleton, delivered at a Public Hearing before the Wisconsin Department of Development, October 1984.
"State Policy and Local Taxes: 1979-1985," Report for the City of Milwaukee, March 1985,
Presented before the Wisconsin Joint Finance Committee.