Mr. [[[[Deal]]]] is a Managing Principal of Analysis Group, Inc., Director of the Menlo Park, California office and Director of the firm's Insurance Practice. He combines a strong economics and risk analysis background with many years of experience in economic, litigation and management consulting. He has developed and managed many assignments requiring complex economic analysis of publicly available and internal client information. He has also prepared expert reports and affidavits, ranging from analysis of insurance sales practices in litigation to analysis of the economic impacts of mergers and consolidations. In addition, he has served as an expert witness in various litigation matters, including trial testimony involving workers' compensation insurance damages, and has been retained as a neutral expert in a complex mediation.
Prior to joining Analysis Group, Mr. [[[[Deal]]]] spent several years as a Senior Consultant and Manager with Arthur Andersen. In this position, he provided management consulting services to hospitals, physicians, and other clients, in such areas as operational organization and efficiency, merger and consolidation strategies, current and projected financial performance, and overall strategic planning. He worked with personnel throughout client organizations to access, transfer and analyze relevant information from a variety of existing information sources.
Mr. [[[[Deal]]]] has taught economics and analytic methods to graduate students at Harvard University and published a case study on hospital mergers in Ambulatory Health Care: Case Studies for the Health Services Executive. He has also consulted on national economic policy issues to the government of Indonesia through the Harvard Institute for International Development.
Recent engagements managed by Mr. [[[[Deal]]]] include:
Life Insurance
Class Action v. Knights of Columbus, 2001 June 2002
Served as the primary economic expert for the Knights of Columbus in a major sales practices litigation involving over 500,000 policyholders. Estimated the damage to policyholders under alternative theories of liability, including development of computer-based policy performance models. Prepared an expert report on settlement valuation issues.
Various Confidential Class Action Litigations v. Mutual Life Insurance Companies, 1997 - 2001
Served as a consulting expert in the analysis of sales practices for four major class action litigations involving between 100,000 and 3.6 million policyholders. Work included estimating the incidence of various allegations, evaluating the financial exposure and recommending alternatives to management and directors. Significant work in the evaluation of policyholder complaints and the development of possible class member "take rates" under various settlement alternatives. Additional work in support of negotiations with regulators and Plaintiffs' counsel.
Insurance Modal Premium Litigation, June, 2001 present
Assist counsel as consulting expert on issues relating to the estimation of potential exposure for modal premium litigation. Prepare preliminary analyses of economic costs and benefits of modal premium payments on policyholders.
Automobile Insurance Diminished Value Litigation, June, 2001 present
Assist counsel as consulting expert on issues relating to the estimation of inherent diminished value that may still be present after a vehicle has been repaired following an accident.
Confidential Liability Insurance Coverage Litigation, January, 2001 September, 2001
Abstracting and statistical analysis of information contained in paper records useful for determining the possible insurance coverage. Designed and implemented large data abstracting effort.
Finance
Class Action v. Major Investment Bank, October, 1997 December, 1999
Analysis of the impact of releasing allegedly fraudulent investment information on the stock price of two small software companies for a 10b-5 securities litigation. Assisted counsel with analysis in
preparation for settlement negotiations.
Class Action v. Conseco, January, 1999 - April, 1999
Analysis of the value of a proposed settlement involving Universal Life crediting rates. Assisted AG/E expert in the financial evaluation of the value of the proposed settlement using interest rate simulation models.
IRS v. Major Retail Chain, April, 1998
Consulting expert for counsel in defense of a major retail chain. Provided assistance in evaluating various expert reports involving the economic consequences of the purchase of a particular investment.
Antitrust, Healthcare and Other Cases
Health Guideline Analysis., June, 2000 ongoing
Led a team of health economists and statisticians in the evaluation of clinical and payment guidelines
developed for valve replacement surgery.
CFM. v. Dainippon Screen Mfg. Co., August, 2000 ongoing
Assist in the economic analysis of potential monopolization by CFM of a semiconductor cleaning
market. Managing the case on behalf of the testifying expert, Professor Robert Hall.
EDUCATION
1994-97 Ph.D. coursework completed, Public Policy, Graduate School of Arts and Sciences, Harvard University, Cambridge, MA
1990 M.P.P., Public Policy, Kennedy School of Government, Harvard University, Cambridge, MA
1987 BA, Summa Cum Laude, Economics and Global Studies, Pacific Lutheran University, Tacoma, WA
PUBLICATIONS
[[[[Deal]]]] , Bruce and Tiscornia, John F., "Hospital Consolidation: Optimal Strategy for a Two-Hospital Town", in Austin Ross and Mary Richardson, eds., Ambulatory Health Care: Case Studies for the Health Services Executive, Health Administration Press, 1996.
PRESENTATIONS
"Insurance 101", presentation on the design and performance of Whole Life and Universal Life policies, presented to Customer Services Representatives administering a life insurance sales practices settlement, April 27, 1999, Ogden, Utah.
"Antitrust Case Study: NASDAQ Market Maker Litigation", presented at a continuing education forum for attorneys sponsored by Analysis Group/Economics, September 15, 1998, Menlo Park, California and San Francisco, California.
"An Economist's Perspective on Life Insurance Sales Practices Problems", presented at the Spring Meeting of the Society of Actuaries, June 15, 1998, Maui, Hawaii.
"Valuing Intellectual Property in an Age of Employee Mobility", presented at a continuing education forum for attorneys sponsored by Analysis Group/Economics, June 9, 1998, Menlo Park, California and San Francisco, California.
EXPERT DESIGNATION, TESTIMONY AND REPORTS
Sept. Oct., 2002 Trial testimony in A&J Liquor, et al. Class Action v. State Compensation Insurance Fund
Sept., 2002 Deposition testimony in A&J Liquor, et al. Class Action v. State Compensation Insurance Fund
July, 2002 Expert witness report in Creative Artist Network v. Santa Clara County
July, 2002 Deposition testimony in Redland Insurance Company v. Anthony Choy and Edward Wolkowitz
June, 2002 Expert declaration on insurance company valuation in Redland Insurance Company v. Anthony Choy and Edward Wolkowitz
May, 2002 Expert declaration on settlement valuation in Class Action v. Knights of Columbus Jan - Feb, 2002 Deposition testimony in A&J Liquor, et al. Class Action v. State Compensation Insurance Fund
Dec., 2001 Deposition testimony in Class Action v. Ford Credit
May, 2001 Deposition testimony in A&J Liquor, et al. Class Action v. State Compensation Insurance Fund
April, 2001 Deposition testimony in Bar None v. The Duncan Group
April, 2001 Deposition testimony in Trigon v. United States
Jan., 2001 Deposition testimony in Heska v. Synbiotics
Dec., 2000 Expert declaration in Trigon v. United States
June, 2000 Deposition testimony in A&J Liquor, et al. Class Action v. State Compensation Insurance Fund
May, 2000 Deposition testimony in Heska v. Synbiotics
July, 1999 Appeared in Federal Court on behalf of Ohio National in James A. Wemer, et al. Class Action v. Ohio National (did not provide testimony)
June, 1999 Submitted a report on the valuation and fairness of the proposed settlement in James A. Wemer, et al. Class Action v. Ohio National
Jan., 1999 Identified as an insurance liability and damages expert in Arroyo v. Alexander & Alexander
Dec., 1998 Expert declaration in A&J Liquor, et al. Class Action v. State Compensation Insurance Fund
Nov., 1998 Identified as an economic expert in Class Action v. Ohio National litigation
Oct., 1998 Identified as an insurance expert in Morris v. Fremont Life Insurance Company
Sept., 1998 Expert declaration in Class Action v. State Compensation Insurance Fund
Apr., 1998 Deposition testimony in Handicomp, Inc. v. United States Golf Association
Feb., 1998 Rebuttal expert report in Handicomp, Inc. v. United States Golf Association, co-authored with Ronald C. Curhan
Feb., 1998 Expert declaration in Class Action v. State Compensation Insurance Fund
Jan., 1993 Expert testimony on the likely economic impact of the merger on the hospital's operating expenses and capital expenditures in FTC administrative hearings, Proposed Merger of Parkview Hospital and St. Mary Corwin Hospital, Pueblo, Colorado.
PROFESSIONAL MEMBERSHIPS
American Economics Association
Association for Health Services Research
Insurance Practice, workers' compensation, economic impacts, mergers and consolidations, complex mediation, hospitals, physicians, financial performance, life insurance , Antitrust, Healthcare, Health Insurance
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