Celesq

"What is this Worth?” Initial Evaluation of a Securities Arbitration Matter for the In-House Attorney.”

23 Sep , 2021

Three former in-house securities arbitration lawyers discuss all you need to know about initial case evaluation including:

• How to evaluate the initial Statement of Claim- reading between the lines of a Claim to find the real issues you’ll face at hearing.

• The nuances of contacting management, i.e. how to build a rapport and ask the right questions.

• Knowing how to get the right documents to prepare for the interview with the financial advisor.

• Learning how to best Interview the financial advisor- getting the real story about what happened sooner rather than later

• Understanding the factors that determine if you need outside counsel.

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