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Stephen E. Roulac: Qualifications

Stephen E. Roulac: Qualifications. Education Ph.D., Stanford University , Strategic Management/Finance, Graduate School of Business, Dissertation addressed valuation, due diligence and capital markets issues, 1978.

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Stephen E. Roulac: Qualifications

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  1. Stephen E. Roulac: Qualifications Education Ph.D.,Stanford University, Strategic Management/Finance, Graduate School of Business, Dissertation addressed valuation, due diligence and capital markets issues, 1978. J.D., University of California, Berkeley, Emphasis on Corporate and Real Property, Boalt Hall School of Law, 1976. M.B.A. with Distinction, Harvard University, General Management, Graduate School of Business Administration, 1970. B.A.,Pomona College, Economics, 1967. Continuing Education, emphasizing real estate valuation, capital markets, financing practices, development economics and design management. • Role in Case • Expert on Liability/Causation: • Why was Royal Palm Resort so financially unsuccessful? • What was the responsibility of Kawasho for the project’s financial and physical failure? • Expert on Damages: • What was the value of the Royal Palm Resort as of the earthquake? • What damages were sustained by Kawasho? Professional Designations AICP - American Institute of Certified Planners CMC - Certified Management Consultant CPA - Certified Public Accountant

  2. Stephen E. Roulac: Critical Experience 1. CEO of The Roulac Group, Inc. a strategy and financial economics consultancy, with offices in San Francisco and Hong Kong 2. 35+ years experience in all facets of real estate, including project planning and design, real estate market analysis, development strategy, investment decision making and valuation, capital markets, problem properties, litigation support, and expert witness testimony in litigation 3. Served over 500 leading corporate and institutional clients, including hotel management companies, real estate developers and numerous Japanese companies 4. Over 2,000 consulting engagements: more than 100,000 properties and $50 billion in value 5. Author of more than 350 articles and a dozen+ books, many of which are considered landmarks, on valuation, market analysis, development strategy, capital markets, hospitality and investment 6. Leading academic - Distinguished Professor of Global Property Strategy, University of Ulster (Belfast, Northern Ireland). Formerly faculty member at Stanford Graduate School of Business, U.C. Berkeley Department of Architecture, Hastings College of Law 7. Much in demand as a professional speaker, has delivered keynote presentations and training sessions to some 500 organizations 8. Past President of American Real Estate Society, comprised of the thought leaders of the real estate discipline, and member of 16 other professional associations 9. Retained as an expert witness, concerning liability and damages, in over 100 matters involving real estate markets, valuation, capital markets, development and investing strategy

  3. Evaluate Expert Witnesses on Qualifications Relevant to Main Issues in this Case • Relevant Knowledge, Experience, Education, Training for Damages and Causation/Liability Assessment • Real Estate Valuation Techniques and Methods • Real Estate Market Analysis • Real Estate Capital Markets • Development Process • Real Property Marketing • Replacement Cost Estimation

  4. Expert Witnesses Evaluation Criteria • Professional Positions • Types of Clients • Types of Services Provided • Education • Professional Designations • Academic Teaching • Presentations • Publications • Editorial Positions • Professional Memberships • Committees, Task Forces and Advisory Boards • Court Testimony • Government Testimony • Honors, Awards and Recognition

  5. Evaluation of Expert Witnesses Evaluated • D. Paul Regan • Expert on Damages • Stephen E. Roulac • Expert on Causation/Liability • Expert on Damages

  6. Summary of Qualifications of D. Paul Regan and Stephen E. Roulac

  7. D. Paul Regan

  8. D. Paul Regan: Professional Positions Position Firm YearsMain Focus Managing Director Hemming Morse, Inc. 26 Accounting and Litigation Partner Regan & Skelton, CPA’s 3 Accounting Accountant Peat Marwick, 5 Accounting Mitchell & Co, CPA • Assessment of Main Focus: • Tangentially relevant to certain issues in this case

  9. D. Paul Regan: Types of Clients • Number of clients, from diverse industries, including electronics, financial services, professional services • Some client involvement with construction and development companies Assessment of Main Focus: Directly relevant to the issues of Development Process andReplacement Cost Estimation

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