Robert E Conner


General Factotum, Thornapple Associates, Inc.
550 Okeechobee Boulevard # 1801
West Palm Beach, FL 33401

Work: 239.919.3419
Cell: 908.727.7007
rconner@thornapple.net
Website
rconner@thornapple.net

Expertise
Testimonial (180), deposition (30) and analytic experience since 1983 in over 850 disputes involving both equity and debt instruments and their specific-issue and index derivatives, as well as listed and OTC options, futures and forward contracts on commodities, financial indices and foreign currencies. Expertise extends to asset allocation, portfolio management and hedging, formal and de factor discretion, fundamental security analysis, trading, clearing firm & prime broker operations and liability, margin, portfolio margin, structured products, collateralized mortgage obligations (CMOs), securities industry practice and standards, after-tax considerations, suitability, prudent man rule, churning, due diligence, adequacy of risk disclosure, risk arbitrage, structured products, loss causation; compensatory and market-adjusted damage theory, methodology and calculation.

c.v. available at www.thornapple.net in PDF format

30 Investment & Law publications available on Westlaw

Bio
40 years experience in the securities industry. 34 years experience as an expert witness.

Founding member in 1983 to present day of a firm engaged in expert witness services in connection with trials, arbitrations and regulatory proceedings related to the securities and commodities industries.

Clientele have included the Securities and Exchange Commission, the Internal Revenue Service, U.S. and state-level Attorneys General and Securities, Banking and Insurance Commissioners, both U.S. and foreign individual and institutional investors, banks and insurance companies, operating corporations and LLCs, brokerage firms, ERISA pension and profit-sharing plans, registered investment advisors, market-makers, hedge funds, non-profit organizations and foundations, bankruptcy trustees, trusts and estates. Business mix: 60% U.S. / 40% International.

Harvard University, John F. Kennedy School of Government;

Harvard Business School;

Massachusetts Institute of Technology (M.I.T.);

University of California at Santa Barbara;

University of Maryland, Berlin, Germany;

University of Miami, Coral Gables, Florida;

U.S. Army, Captain, Military Police Corps, 1966-1971

Commercial Pilot; Instrument-rated, Aircraft Owners and Pilots Association; Aerospatiale TB-20 Trinidad N20VC

Married: Tracy Conner