Breakout 1 | Litigating claims against financial advisors: Arbitration and beyond

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David and Max will walk attendees through the steps necessary to effectively represent an investor in either court or arbitration, starting with a demand letter and ending with a long-shot motion to vacate. 

Learning objectives:

• How to evaluate an expert and when to retain one. 
• Avoid problems with statutory bars and limitations. 
• How to determine the proper forum for your case. 
• How to determine if an arbitration clause is subject to challenge. 
• Comparing and contrasting different forums.

Speakers: David B. Cosgrove, Cosgrove Simpson, St. Louis; Charles 'Max' Simpson, Cosgrove Simpson, St. Louis

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.