Chuck Boyer specializes in fixed income markets, investments, and valuation. His work spans municipal debt instruments, mortgage-backed securities (MBS), and other fixed income products; investment management; and valuation issues arising in private equity (PE), venture capital (VC), and M&A settings. Dr. Boyer applies sophisticated statistical analysis and financial modeling to disputes involving pricing, portfolio management, and financial instruments across financial institutions, FinTech, and real estate.
Dr. Boyer supports clients and experts through all phases of litigation, including mediation, class certification, deposition, merits, and trial.
Municipal debt and fixed income
Dr. Boyer has extensive experience with the economics of municipal debt markets and structured products, applying rigorous quantitative modeling to questions of pricing, risk, and performance attribution. His experience includes:
- Pricing municipal debt instruments, including variable rate demand obligations (VRDOs)
- Assessing industry customs and practices for conduit bond issuances and municipal security price evaluations
- Analyzing risks and performance for MBS and other fixed income instruments
- Performing corporate bond event studies
Valuation
Dr. Boyer has led valuation engagements across both PE and VC fund structures, their portfolio companies, and M&A disputes spanning a range of transactional and litigation contexts, such as:
- Complex options-based modeling to value PE and VC funds and PE/VC-backed firms
- Financial modeling and company valuation across litigation and transactional settings
- Valuations of companies in connection with M&A litigation
Investments
Dr. Boyer has worked on various matters related to investment management and broker-dealer practices. His experience includes:
- Evaluating performance attribution and portfolio risk for a family of corporate and municipal bond funds
- Assessing the benefits of financial advisory services provided by broker-dealers
- Analyzing cash holding and trading behavior in broker-dealer accounts
Cryptocurrency and digital assets
In matters at the intersection of FinTech and financial markets, Dr. Boyer has consulted on disputes involving cryptocurrency and blockchain-based assets. His experience includes:
- Valuing cryptocurrency and blockchain-based VC funds
- Analyzing reserve behavior of cryptocurrency stablecoins
- Evaluating the proprietary value of stablecoin investment strategies