Latest news with #Jindra
Yahoo
20-05-2025
- Business
- Yahoo
Securities Litigation Expert Dr. Jan Jindra Joins The Brattle Group as Principal
SAN FRANCISCO, May 20, 2025 /PRNewswire/ -- The Brattle Group has welcomed Dr. Jan Jindra to its San Francisco office as a Principal in the firm's Securities Class Actions and White Collar Investigations & Litigation practices. A former financial economist and Assistant Director at the US Securities and Exchange Commission's (SEC's) Division of Economic and Risk Analysis, Dr. Jindra has 20 years of experience advising clients on complex securities litigation and regulatory investigations. Dr. Jindra's expertise spans the valuation of complex securities, insider trading, market manipulation, investment advisor fraud, disclosure violations, initial public offering (IPO) allocations, investor harm, and hedge fund performance, among other topics. He has served as a testifying expert and consultant in both civil and criminal proceedings – including in complex matters involving insider trading, disclosure violations, analysis of trading strategies, enterprise valuation, and valuation of complex securities – for the SEC, the US Department of Justice, and the Federal Trade Commission. "With his deep industry experience and his wide-ranging securities expertise, Jan will be a tremendous asset to Brattle's clients. Likewise, his collaborative nature and emphasis on developing the next generation of experts make him a wonderful fit for our firm," said Torben Voetmann, Brattle President & Principal. At the SEC, in addition to providing expert testimony, Dr. Jindra led teams and actively participated in witness interviews and depositions, settlement negotiations, and the preparation of expert reports. He also oversaw staff development and played a key role in mentoring the next generation of expert witnesses within the agency. "Brattle is known for its collegial culture and its top-notch team of experts, and I am thrilled to transition back into consulting at such a reputable firm," said Dr. Jindra. "I look forward to collaborating with my new colleagues, developing the next generation of experts, and helping clients answer complex economic, finance, and regulatory questions." Prior to his tenure at the SEC, Dr. Jindra taught finance courses at The Ohio State University and Menlo College. He also authored numerous peer-reviewed articles in highly reputable finance academic journals. Earlier in his career, he was a Senior Manager at an international economics consultancy. To learn more about Dr. Jindra, please see his full bio at ABOUT BRATTLEThe Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world. We are distinguished by the clarity of our insights and the credibility of our experts, which include leading international academics and industry specialists. Brattle has 500 talented professionals across four continents. For more information, please visit View original content to download multimedia: SOURCE The Brattle Group Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Malaysian Reserve
20-05-2025
- Business
- Malaysian Reserve
Securities Litigation Expert Dr. Jan Jindra Joins The Brattle Group as Principal
SAN FRANCISCO, May 20, 2025 /PRNewswire/ — The Brattle Group has welcomed Dr. Jan Jindra to its San Francisco office as a Principal in the firm's Securities Class Actions and White Collar Investigations & Litigation practices. A former financial economist and Assistant Director at the US Securities and Exchange Commission's (SEC's) Division of Economic and Risk Analysis, Dr. Jindra has 20 years of experience advising clients on complex securities litigation and regulatory investigations. Dr. Jindra's expertise spans the valuation of complex securities, insider trading, market manipulation, investment advisor fraud, disclosure violations, initial public offering (IPO) allocations, investor harm, and hedge fund performance, among other topics. He has served as a testifying expert and consultant in both civil and criminal proceedings – including in complex matters involving insider trading, disclosure violations, analysis of trading strategies, enterprise valuation, and valuation of complex securities – for the SEC, the US Department of Justice, and the Federal Trade Commission. 'With his deep industry experience and his wide-ranging securities expertise, Jan will be a tremendous asset to Brattle's clients. Likewise, his collaborative nature and emphasis on developing the next generation of experts make him a wonderful fit for our firm,' said Torben Voetmann, Brattle President & Principal. At the SEC, in addition to providing expert testimony, Dr. Jindra led teams and actively participated in witness interviews and depositions, settlement negotiations, and the preparation of expert reports. He also oversaw staff development and played a key role in mentoring the next generation of expert witnesses within the agency. 'Brattle is known for its collegial culture and its top-notch team of experts, and I am thrilled to transition back into consulting at such a reputable firm,' said Dr. Jindra. 'I look forward to collaborating with my new colleagues, developing the next generation of experts, and helping clients answer complex economic, finance, and regulatory questions.' Prior to his tenure at the SEC, Dr. Jindra taught finance courses at The Ohio State University and Menlo College. He also authored numerous peer-reviewed articles in highly reputable finance academic journals. Earlier in his career, he was a Senior Manager at an international economics consultancy. To learn more about Dr. Jindra, please see his full bio at ABOUT BRATTLEThe Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world. We are distinguished by the clarity of our insights and the credibility of our experts, which include leading international academics and industry specialists. Brattle has 500 talented professionals across four continents. For more information, please visit
Yahoo
12-05-2025
- Business
- Yahoo
Major retirement warning as Aussie's 'hard-earned' superannuation to be raided: 'They played by the rules'
A financial adviser has urged Aussies to keep calm ahead of major changes to the way superannuation is taxed. Tax rates are set to double for Aussies with super account balances worth more than $3 million, following Labor's landslide election win. Mintwell financial adviser Josef Jindra told Yahoo Finance there was a 'tangible sense of unease' amongst his clients ahead of the looming change, particularly those who have 'spent years' building up their retirement balances. The change to increase the tax rate from 15 to 30 per cent for earnings in the accumulation phase is due to kick in from July 1, subject to legislation passing parliament. 'They've played by the rules, made sacrifices, and now they're facing a significant increase in tax on a portion of their hard-earned retirement savings,' Jindra said. RELATED Australians urged to claim $17.8 billion in lost superannuation after ATO pays out $502 million $6 million cost Coles and Woolworths pay that Aldi refuses to cave on Accountant reveals $37 meal expense the ATO lets workers claim on tax: 'Without a receipt' 'The psychological impact of seeing the tax rate jump to 30 per cent on balances exceeding $3 million is completely understandable.' However, Jindra has urged Aussies to 'maintain perspective' when looking at the practical implications of the change. 'While 30 per cent is undeniably a substantial tax rate, it only applies to the portion of the balance above the $3 million threshold,' he said. 'For the vast majority of Australians, this change will have no direct impact on their superannuation, as their balances simply don't fall into that range.'When announcing the change back in 2023, Treasurer Jim Chalmers noted the change would apply to around 80,000 people, or about 0.5 per cent of the population by wealth. According to ASFA research, the average balance for men aged 15 and over is $182,667, with a median balance of $66,159. For women, the average balance was $146,146, with a median balance of $52,075. But Jindra said the view that the cap would only impact a small, high-net-worth minority was 'short-sighted'. The government has said it won't index the $3 million threshold, which means more people will eventually be captured by the cap over time. Modelling by AMP Capital deputy chief economist Diana Mousina found the average 22-year-old today could retire with more than $3 million in their super fund due to wage inflation and compound interest. If you are approaching or have already exceeded the $3 million mark, Jindra said there are strategies you could consider to deal with the increased super tax. 'It's about being proactive and exploring ways to manage their retirement savings effectively,' he told Yahoo Finance. 'This may include planning withdrawal strategies to stay below the threshold, diversifying investment holdings outside of superannuation to enhance flexibility, and reducing exposure to the higher tax rate. 'Estate planning has also become increasingly important to ensure assets are structured in a tax-effective way for future beneficiaries. "For some clients—particularly those seeking greater control—we're also considering Self-Managed Super Funds (SMSFs) and the strategic opportunities they present.' It could be worth getting financial advice from a licensed professional based on your individual factors, including your age, financial and family circumstances. Jindra said the policy change reflected a broader shift in how super may be viewed and taxed in the future and highlighted the importance of regularly reviewing financial strategies and staying on top of changes. 'In the end, while the increase in the tax rate is a significant development that warrants attention, it's not cause for alarm for most,' he in to access your portfolio
