Patrick D. Krivoshia

Principal

Contact

  • Chicago

Education

Patrick Krivoshia focuses on financial institutions, securities, investment management, and ERISA-related litigation. He has consulted on matters of valuation and complex data analytics for clients across a range of industries.

Financial institutions

Mr. Krivoshia analyzes trading, risk management, operations, profitability, and solvency-related issues involving hedge funds, venture capital firms, investment banks, insurers, credit-rating agencies, and mutual funds. Recently, he has researched claims of excessive mutual fund fees under Section 36(b) of the Investment Company Act of 1940 for several major mutual fund families.

Securities

Mr. Krivoshia has led large teams in more than a dozen securities class actions in the U.S. and Canada involving 1933 and 1934 Securities Act-related claims for equity, debt, and hybrid securities. His work has addressed market structure, price impact, class certification, market efficiency, loss causation, and damages for a wide range of large and small companies.

Derivatives matters

In numerous high-profile matters involving valuation, tax, risk management, and market microstructure, Mr. Krivoshia has consulted on collateralized debt obligations, credit default swaps, interest rate swaps, equity options, and convertible securities.

Data analytics

Mr. Krivoshia has extensive experience with econometric modeling and complex analysis of large, proprietary datasets. His selected casework includes assessing retirement plan participation for a major financial institution, modeling high-frequency trade data, and conducting item-level transaction assessment for a national retailer.

Press Release

Cornerstone Research Announces Promotion to Principal

Case

Allegations of Excessive Mutual Fund Fees

  •  “Calculating Damages in ERISA Litigation,” webinar, 21 March 2019