Peregrine Economics

Peter Hickey, Lawrence Pines, and Jorge Bello worked together to produce Peregrine Economics's latest white paper, A Guide for Registered Investment Advisors (RIAs) Using Derivative Based Strategies in Client Portfolios. This paper provides expert commentary and guidance featuring: (1) a brief background of both covered calls and cash secured puts (2) the relevant regulatory framework governing RIA’s responsibilities on risk disclosure of options based strategies (3) the proliferation of exchange traded funds (ETFs) focused on these strategies (4) enforcement actions and other litigation involving both retail and institutional investors using short options strategies (5) best practices for RIAs related to risk disclosures and communications to clients when using options to enhance returns or control risk in their portfolios This paper is intended to inform registered investment advisors (RIAs) and their in-house compliance officers as well as outside compliance consultants about the use of derivative-based strategies, such as covered calls and cash secured puts, in client portfolios. #Law #Finance #Options #Litigation #EconomicConsulting

In Peregrine Economics's latest white paper, A Guide for Lawyers Navigating Complex Data and Artificial Intelligence (AI) in Litigation, Candice Rosevear and Jason Chandra, FRM provide practical guidance, covering: (1) the importance of technological literacy for lawyers and organizations, (2) the Extract, Transform, Load (ETL) process used by expert economists to clean and prepare data from discovery, and (3) the role of Explainable Artificial Intelligence (xAI) in understanding and unpacking AI models. We also highlight real-world examples from recent casework, demonstrating how these concepts can be applied in practice to improve litigation strategies. This paper is intended to help legal teams and professionals better manage data complexity, reduce risks, and ensure fairness when working with advanced technologies in the context of litigation. #DataScience #Law

Join Our Team! Peregrine Economics is hiring a Research Analyst/Associate. We are in search of candidates adept at providing research assistance and economic support on a variety of projects. Check out the listing here: #hiring #PeregrineEconomics

Recently, Federal Magistrate Judge Beth W. Jantz, U.S. District Court Northern District of IL, cited Peregrine Economics Co-Founder and Managing Director Peter Hickey’s expert testimony and analysis regarding solvency in denying Plaintiffs’ motion for preliminary injunction in ELGA v. Pure Aviation, Case No. 1:23-cv-16099.?Specifically, Judge Jantz opined: ? “?????? ???? ?????? ?????????? ???????? ??????????????, ????????????????????’ ?????????????? ?????? ?????? ???????????????? ?????? ?????????? ???????? ???????????????????? ?????? ???? ???????? ???????????? ??????????????????, ?????????? ????????????????????’ ?????????????? [?????????? ????????????] ???????????????? ???????????????????? ?????????????????? ???????? ???????????????????? ?????? ??????????????.”? ? “?????????? ?????? ????-?????????? ?????????????????? ???? ???????? ???????????? ??????????????????, ?????? ?????????? ?????????? ????????????’?? ?????????????????? ???? ?? ?????????? ???? ???? ???????????????? ???????????????? ???????? ???????? ?????????????? ????????????????????’ ?????????????????? ?????????? ????????????????????’ ?????????????????? ????????????????????, ?????????? ?????? ????????????????????????????, ?????? ???? ?? ???????????????????? ???????? ???? ????????????????, ?????? ???????????????? ???????????????????????? ???? ?????? ????????????????.” #PeregrineEconomics #ExpertTestimony #EconomicConsulting

Peregrine Economics is thrilled to announce the addition of Jason Chandra as a Senior Associate. Jason brings valuable experience from his previous role of 4 years in portfolio management doing risk analytics, asset-liability management, back-testing, and client relations. He is a certified Financial Risk Manager (FRM) and recently completed a Master’s in Applied Data Science from the University of Chicago. Jason also holds a Bachelor’s degree in Physics and Economics from Northwestern University. We are excited about the insights he will bring to our team! #Welcome #PeregrineEconomics

Last month, Peregrine Economics eagerly welcomed Judith Zhao as a Research Analyst. Judith recently completed her Master’s Degree in International and Development Economics at Yale, building on her strong undergraduate foundation in Economics and Math from Washington University in St. Louis. Her academic background and analytical skills are a great fit for our team, and we look forward to the perspectives she will bring to the firm. #Welcome #PeregrineEconomics

Join Our Team! Peregrine Economics is hiring a Senior Consultant/Data Analyst. We are in search of candidates adept at team management, skilled in handling multifaceted projects spanning finance, valuation, labor, and large-scale data, and equipped with clear communication, staff management, and meticulous project oversight abilities. Check out the listing here: #hiring #PeregrineEconomics

Peregrine Economics is pleased to announce the launch of our intellectual property (IP) practice as we welcome two highly regarded experts in that space, David Tenenbaum and Brian Hinman.?With their addition to Peregrine Economics’ cadre of experts, we are expanding our service offerings to include analysis of economic damages in IP infringement litigation and valuation of IP portfolios and IP-driven businesses in transactional settings. David Tenenbaum is a seasoned consulting professional (Charles River Associates, Global Economics Group, Aon plc) with established expertise in strategic assessment and financial valuation of IP and other intangible assets in a wide range of litigation and transactional contexts. He has led well over a hundred engagements involving the preparation and evaluation of damages claims in patent, trademark, copyright, and trade secret disputes. David also has extensive experience in valuation of IP and other intangible assets in a variety of transactional settings, including mergers and acquisitions, divestitures, joint ventures, bankruptcy and reorganization, licensing, related-party transactions, and IP-backed insured lending. ? Brian Hinman is a senior intellectual property executive and recent IP Hall of Fame inductee, with over 30 years of experience in all aspects of IP management, strategy, valuation and monetization. He has extensive operational experience as Chief IP Officer at companies like Aon, Philips, IBM, Verizon and InterDigital, was co-founder and COO of Unified Patents Inc. and founding CEO of Allied Security Trust. In his most recent role as Chief Commercial Officer for Aon IP Solutions, he was part an executive team that led the efforts to seize the generational opportunity to establish market-accepted standards for assessing and valuing the IP asset class for businesses and investors and led to securing over $2B in more than 30 IP-backed loans backed by insurance. To learn more about David and Brian, see https://lnkd.in/dwKQBXZX and https://lnkd.in/dr3rh6uM #PeregrineEconomics #IntellectualProperty #IP

We are delighted to announce our latest research with the Knight Foundation and New York University's Center for Business and Human Rights. The study, led by Peregrine Economics's Candice Rosevear, evaluates the extent to which the nation's wealthiest college and university endowments hire asset management firms owned by women and people of color. Check it out! https://lnkd.in/gGG4SJfa