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Learon Bird is a Bates Testifying Expert who provides support for disputes arising in both the litigation and regulatory space. Mr. Bird has assisted numerous financial service firms in analyzing and preparing financial data and responses to regulators. In his time at Bates Group, Mr. Bird has successfully integrated his legal experience and financial knowledge to bridge the gap between financial analysts, consulting and testifying experts, and client counsel. He has also worked closely with a number of expert witnesses in digesting the results of Bates Group’s financial analysis, developing their positions and expert reports, and preparing for testimony. Mr. Bird has been qualified as an expert and testified before FINRA arbitrators.
Prior to joining Bates Group and focusing on financial analysis in 2018, Mr. Bird was an active attorney who handled a variety of litigation matters, primarily within the bankruptcy court. He has served as counsel to various corporate bankruptcy parties, including: chapter 11 debtors, creditor committees, individual creditors, and post-petition litigation trustees. His responsibilities included the negotiation and drafting of the various documents related to a myriad of corporate issues, including financings, acquisitions, sales, corporate formations, and employment issues.
Select Financial Analysis Representations while at Bates Group include:
Select Legal Representations include:
Counsel to the Official Committee of Unsecured Creditors in the Fresh and Easy bankruptcy, 2017
Counsel to the Debtor in obtaining a $35 million junior financing loan, 2016
Counsel to the Debtor in obtaining a $20 million financing loan, 2014
Counsel to the Debtor in selling $125 million of distressed assets, 2014
Bates Group, Testifying Expert, Portland, OR, 2022 - Present
Bates Group, Consultant, Lake Oswego, OR, 2018 - 2022
Stoel Rives LLP, Associate, Portland, OR, 2018
Fox Rothschild LLP, Associate, Wilmington, DE, 2011 - 2018
Morris, Nichols, Arsht & Tunnell LLP, Associate, Wilmington, DE, 2009 - 2010
Juris Doctorate, University of Pennsylvania, Philadelphia, PA
Bachelor of Arts, Business Administration with a dual emphasis in Finance and Accounting, University of Washington, Seattle, WA
Chartered Financial Analyst (“CFA”)
Member of the Oregon State Bar (inactive)
Member of the Delaware State Bar (inactive)
Shea v. COR Clearing LLC, FINRA Arbitration Case No. 18-03854, October 2021
Farrell v. UBS Financial, FINRA Arbitration Case No. 19-02728, December 2021
Russell v. UBS Financial, FINRA Arbitration Case No. 20-01517, May 2022
Cary v. Buchsbaum, Ristau, and UBS Financial, FINRA Arbitration Case No. 20-00464, May 2022
Estay v. UBS Financial, FINRA Arbitration Case No. 20-01201, August 2022
Calculating Lost Earnings in Personal Injury and Wrongful Death Cases, Continuing Education of the Bar of California, On-Demand CLE, July 2021
Wage-and-Hour Disputes: Working with Consultants and Testifying Experts, Oregon State Bar, June 2022