WELCOME TO THE WORLD OF EXPERT WITNESSES
We Are Expert Witnesses in the Field of Finance
Defining Expert Witness Testimony
“An intelligent evaluation of facts is often difficult or impossible without the application of some scientific, technical, or other specialized knowledge. The most common source of this knowledge is the expert witness ….” [Supreme Court Federal Rule of Evidence 702-Committee Notes 1993].
“(T)he test under Daubert is not the correctness of the expert’s conclusions but the soundness of his methodology”. [Daubert v. Merrell Dow Pharmaceuticals, Inc., 43 F.3d Key Holding Pg.1319, 9th Cir. 1995].
EWF are expert witnesses with “boots on the ground” finance industry based experience. We are not attorneys. Our methodology as experts applies industry customs and practice to the facts of your case. We have successfully applied this methodology in 34 prior engagements.
Sherwood Kelley: An Expert in All Levels of Finance
Sherwood Kelley has in-depth experience in domestic and international finance. As a senior executive in prominent financial corporations, he started and served as a Board member for several financial entities. Since 1994, Mr. Kelley has served as the Managing Principal of
Calinvest, an investment banking firm in Southern California. Mr. Kelley and
Calinvest are active in public markets, commercial finance, project/construction finance, and private or hard money finance (www.calinvest.net). He has facilitated more than 76 transactions with a combined project value of $950 Million. Mr. Kelley is a licensed Real Estate Broker in California (DRE#01181872). He holds an AB degree in Biology from Lafayette College (Pennsylvania) and an MBA in Finance from Boston University. He has completed postgrad courses in Appraisal, SBA, and CA Real Estate Law in recent years.
Sherwood Kelley is an Experienced Expert Witness
While operating as an investment banker, Mr. Kelley has for the last 25 years, also served as a consultant or expert witness in 34 engagements (click the button below). Mr. Kelley has qualified and testified as an expert witness in the Superior Courts of California for both Los Angeles and Santa Barbara Counties, including 6 trials, 11 depositions, and 6 MSJs. Mr. Kelley has worked with law firms based in California, Washington, Arizona, Texas, and Nevada.
Specific Areas of Expert Witness Experience
Mr. Kelley has been engaged as an Expert Witness in the following areas:
- Hard money lending policies, standards of custom and practice
- Commercial loan underwriting, credit customs & practices
- Real estate construction financing, both SFR and Commercial
- Capital adequacy issues, especially as it relates to construction disbursements
- Bankruptcy, workouts, foreclosure: bank procedures, customs
- Identification of Duty of Care leading to Standard of Care analysis
- Negligent, Intentional Misrepresentation; Breach of Fiduciary Duty
- Title insurance company roles and responsibilities when things go wrong
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A Final Thought…
Asserting or defending a court case requiring expert testimony benefits from a synergy between counsel and the expert. Opinions provided by the expert must be independent and ethical. Mr. Kelley accepts many cases for both plaintiffs and defendants, but not all of them. Cases are accepted by Mr. Kelley where he believes his professional opinion can make a material difference in a just outcome.
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