René Stulz is a leading finance expert, whose work focuses on corporate finance, risk management, derivatives, securities, financial institutions, and valuation. Professor Stulz has provided expert testimony in U.S. federal and state courts, U.S. and international arbitrations, the London High Court of Justice, and the Federal Court of Australia.
René Stulz’s findings have provided the foundation for favorable rulings in motion practice and on damages. His expert testimony played a key role in class certification and summary judgment in a number of high-profile matters, including In re BP p.l.c. Securities Litigation and In re Moody’s Corporation Securities Litigation.
He has testified in many securities class actions, as well as matters related to mortgage-backed securities and collateralized debt obligations (CDOs), bankruptcy, derivatives, cross-border transactions, alleged state discriminatory practices against investors, hedge fund and pension fund management, fixed-income securities, insurance contracts, taxes, and breach of contract allegations.
Professor Stulz was president of the American Finance Association, edited the Journal of Finance, and co-edited the Journal of Financial Economics. He wrote the textbook Risk Management and Derivatives, has edited several books, and has published more than one hundred papers in finance and economics journals. The Journal of Applied Corporate Finance dedicated its winter 2022 issue to Professor Stulz’s research, republishing his notable articles on globalization, corporate finance, and risk management.
Thomson Reuters includes Professor Stulz in its list of the world’s most influential scientific minds. He is one of the most highly cited scholars in financial economics. Who’s Who Legal has recognized Professor Stulz as a leading expert witness in legal arbitration and a Global Leader in assessing the quantum of damages in the financial advisory and valuation field.
Professor Stulz is a bank director and a trustee of the Global Association of Risk Professionals. He has consulted for the International Monetary Fund, the World Bank, the New York Stock Exchange, the Federal Reserve Bank of New York, and various corporations and law firms. Professor Stulz is also a research associate of the National Bureau of Economic Research (NBER) and a fellow of the European Corporate Governance Institute. At the NBER, he directs the research group on the risks of financial institutions.
WWL: Arbitration Expert Witnesses 2023
In Re Allergan PLC Securities Litigation
WWL Consulting Experts: Financial Advisory and Valuation – Quantum of Damages 2022
WWL: Arbitration Expert Witnesses 2022
René Stulz Honored in Special Edition of Journal of Applied Corporate Finance
2019 Who’s Who Legal: Consulting Experts
2019 Who’s Who Legal: Arbitration Expert Witnesses
Mortgage-Backed Securities and Collateralized Debt Obligations
- In Re Allergan PLC Securities Litigation
- Mortgage-Backed Securities and Collateralized Debt Obligations
- Summary Judgment Victory in Barclays Securities Litigation
- Securities Class Action Involving Corporate Bond Event Studies
- In re BP p.l.c. Securities Litigation—June 2016 Ruling
- In re BP p.l.c. Securities Litigation—December 2013 Ruling
- In re Moody’s Corporation Securities Litigation
- In re BP p.l.c. Securities Litigation—May 2014 Ruling
- Interest Rate Swaps Litigation
- Over-the-Counter Derivatives
- Latin American Infrastructure Breach of Contract Dispute
- Dispute between a Pension Plan and an Investment Manager
- Failed Hedge Funds and Insurers
- Anglo American Security Fund v. S.R. Global International Fund
- Credit Suisse First Boston (Lantronix) Analyst Securities Litigation