Jody Lee is a Director at Osborne Partners, A Delta Consulting Group Company. She specializes in the valuation of businesses and assets and the quantification of damages and economic loss in complex disputes. Her experience includes investor-state disputes, shareholder and post-acquisition disputes and breach of contract matters.
Jody has analyzed financial, regulatory and economic issues across a range of industries, including telecommunications, oil and gas, insurance, technology and real estate. Her work includes assessing financial performance and projections, evaluating comparable companies, analyzing discount rates, developing valuation damages models, and reviewing opposing expert analyses.
- Assisted in preparing expert reports on the value of a regulated company, including analyzing cost allowances and the regulator’s allowed return on capital. Supported preparation of the first and second expert reports and cross-examination during the hearing.
- Assisted in preparing expert reports assessing damages arising from regulatory changes affecting a telecommunications company’s operations in a European market. Analyzed key contractual agreements to inform financial projections, reviewed the opposing expert’s econometric analysis and supported preparation of the first and second expert reports.
- Assisted in preparing an expert report assessing damages involving a formerly state-owned oil and gas company in Europe. Analyzed a complex shareholding structure involving circular ownership, reviewed comparable companies and supported preparation of the expert report.
- Assisted in preparing expert reports and advice on the value of substantial shareholdings in a leading Korean life insurance company. Analyzed projected financial performance, the appropriate discount rate and comparable companies and supported preparation of the expert reports.
- Assisted in preparing expert reports and a joint statement on the fair value of a minority shareholding in a formerly U.S.-listed, China-based online gaming and entertainment company. Researched and analyzed valuation methodologies, projected financial performance and the appropriate discount rate and supported preparation of the expert reports.
- Assisted in preparing an expert report concerning the alleged misappropriation of funds by a shareholder and directors of a group of private companies managing properties in Hong Kong, Shanghai and Fiji. Reviewed documents disclosed by the parties and supported preparation of the expert report.
- Assisted in preparing expert reports on the fair value of a tax benefit available to an oil and gas company. Analyzed projected financial performance, tax savings and the appropriate discount rate and developed a financial model to evaluate monetization of the tax benefits.
Education
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New York University
BA in Economics and Mathematics
Languages
English