Mr. Freed has provided consulting and expert services in the areas of financial products and markets, valuation and risk management, and media finance. During a 20-year career in financial services, he has valued, structured, and traded equities, fixed income portfolios, listed and OTC equity derivatives, structured credit products, cash and synthetic CDOs, and credit default swaps. He has also designed and built trading systems, portfolio management systems, and risk/valuation systems for many asset classes including equities, derivatives, credit default swaps, CDOs, MBS, CMBS, and others.
In media finance, he has managed the financial operations of a film finance company, negotiated film slate financings, and consulted on the operating models of film distribution companies, international sales agents, and commercial & TV production companies.
Mr. Freed has been qualified in U.S. federal court and in FINRA arbitration proceedings as an expert in a number of areas including institutional portfolio management; risk management; exchange-traded funds ("ETFs"); securities lending; credit risk analysis, modeling and valuation; derivatives and structured products; business operations and process controls in financial institutions; and financial technology and infrastructure management.
Supported an industry expert in a dispute involving the determination of whether mutual fund management fees were excessive or not.
Provided expert consulting in a case involving cross-trading of securities across family of funds and the valuation of distressed ABS CDOs.
Supported several academic experts for a Copyright Royalty Board proceeding to set royalty rates for copyright owners of musical works.
Valuation analysis for a commercial dispute concerning damages arising from an intellectual property licensing dispute in the branded jewelry business.
Preparation of expert analysis in a FINRA arbitration concerning the performance of VIX volatility ETFs and VIX futures over several holding periods
Securian Financial Group, Inc., Securian Holding Company, and Minnesota Life Insurance Company, v. Wells Fargo Bank, N.A., United States District Court, District of Minnesota
City of St. Petersburg, Florida v. Wells Fargo Bank, N.A., United States District Court, Middle District Of Florida, Tampa Division
Mr. Freed lives in New York City and is active in supporting local arts organizations.
Columbia University Graduate School of Arts & Sciences, Selected graduate classes in Mathematical Finance, Probability and Stochastic Methods
Columbia University School of International & Public Affairs, Masters in International Affairs
Rutgers College, Rutgers University, Bachelor of Arts in History with Honors, minor in Computer Science