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Thought Leaders

Thought Leaders

Kai F Schumacher

Kai F Schumacher

AlixPartners GmbHSendlinger Str 12MunichGermany80331
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Thought Leader

WWL Ranking: Global Elite Thought Leader

Questions & Answers

Kai uses the power of facts and financial analysis to quantify damages in international arbitrations and related forensic investigations. Having led more than 150 engagements in his career with values of up to €170 billion, Kai has been benefiting clients by successfully advising them for two decades. Kai’s experience includes damage and lost profit assessments related to breaches of contract, investment disputes, post-M&A disputes, expropriations, joint venture disputes, price adjustments, licensing disputes and alleged malfunctioning machinery. He has previously provided advice in respect of over 40 (contentious) sale and purchase agreements and commercial contracts. Kai has an MBA, and he is a chartered financial analyst (CFA) and a CPA.

Describe your career to date.

Passion, fun and too-long working hours.

What drew you to a career in financial analysis?

One of my finance professors persuading me to get to know his old consulting firm.

What qualities do clients look for when selecting an expert witness?

An expert who has the experience and credibility while fitting the case needs. Some clients look for the convincing and unbiased expert, others for a “hired gun”. Over the years, expert witnesses get a reputation for the one or the other.

How have technological advances influenced your practice in recent years?

More and more information has become available. Thus, more information has to be analysed.

What are the greatest challenges quantum experts face when advising on international, cross-border disputes?

Opposing experts with a different cultural background and training often have different methods and styles. Even after years of experience, I find it still inspiring how “different” certain colleagues (re)act.

What has been the most memorable case you have worked on over the course of your career so far?

In a witness conferencing situation where I (and everyone else in the room) at some point feared that the opposing expert, an elderly professor, would not survive the stress. This expert showed clear signs of physical and psychological strain above a healthy level.

How do you expect the practice of international arbitration to develop over the next five years?

There will be more specialisation and even more contentious disputes.

What advice would you give to younger practitioners looking to establish a successful disputes practice?

Begin with a specialisation in a certain area/industry and focus on providing the best quality service possible.

Thought Leaders Global Elite - Quantum of Damages Experts
WWL Ranking: Global Elite Thought Leader
WWL Ranking: Thought Leader

Questions & Answers

For two decades, Kai has used the power of facts and financial analysis to quantify damages in international arbitrations and related forensic investigations. He has led more than 150 engagements in his career with values of up to €170 billion. Kai has specialised in the assessment of lost profits, diminutions in value, lost royalties, purchase price adjustments and financial representation and warranties.  Most often his cases relate to breaches of contract, investor-state arbitrations, allegedly defective machinery as well as post-M&A, joint venture and IP disputes. In the past, he provided advice in respect of more than 40 (contentious) sale and purchase agreements and commercial contracts. Kai has an MBA, is a chartered financial analyst (CFA) and a CPA.

WHAT MOTIVATED YOU TO PURSUE A CAREER AS AN ARBITRATION EXPERT?

In this special area, solid work can make a huge difference. I love this job and the aspects involved with each phase of an arbitration.

WHAT DO YOU ENJOY MOST ABOUT WORKING IN THE PRACTICE AREA?

Hot tubbing and witness conferencing. I find it great fun.

HOW HAS THE MARKET CHANGED SINCE YOU FIRST STARTED PRACTISING?

It appears that the pleadings on quantum are getting on average more comprehensive and more contentious.

WHAT DO CLIENTS LOOK FOR IN AN EFFECTIVE ARBITRATION EXPERT?

That depends on the client. Some look for an experienced, highly skilled expert who is passionate about his or her role as an advisor to the arbitral tribunal. Others look for someone who they can control to hopefully benefit their case.

WHAT TRENDS ARE YOU NOTICING IN DAMAGE QUANTIFICATIONS AT THE MOMENT?

This small industry is maturing with less conceptual questions. However, the way the concepts are applied still differs tremendously.

HOW DO YOU SEE YOUR PRACTICE DEVELOPING OVER THE NEXT FIVE YEARS?

The better is the enemy of the good. Therefore, I am very positive about the next five years.

WHAT WOULD YOU LIKE TO ACHIEVE THAT YOU HAVE NOT YET ACCOMPLISHED?

Leading the cross-examination of the opposing expert.

WHAT IS THE BEST PIECE OF ADVICE YOU HAVE EVER RECEIVED?

At the beginning of my career, I was told that I should only sign what I believe in. I have never regretted following such good advice.

Thought Leaders - Germany

Professional Biography

WWL Ranking: Thought Leader

Biography

For two decades, Kai has used the power of facts and financial analysis to quantify damages in international arbitrations and related forensic investigations. He has led more than 150 engagements in his career with values of up to €170 billion. Kai has specialised in the assessment of lost profits, diminutions in value, lost royalties, purchase price adjustments, and financial representation and warranties.  Most often his cases relate to breaches of contract, investor-state arbitrations, allegedly defective machinery as well as post-M&A, joint ventures, and IP disputes. In the past, he has provided advice in respect of more than 40 (contentious) sale and purchase agreements and commercial contracts. Kai has an MBA, is a chartered financial analyst and a certified public accountant.

WHAT MOTIVATED YOU TO PURSUE A CAREER AS AN ARBITRATION EXPERT?

In this special area, solid work can make a huge difference. I love this job and the aspects involved with each phase of an arbitration.

WHAT DO YOU ENJOY MOST ABOUT WORKING IN THE PRACTICE AREA?

Hot tubbing and witness conferencing. I find it great fun.

HOW HAS THE MARKET CHANGED SINCE YOU FIRST STARTED PRACTISING?

It appears that the pleadings on quantum are getting on average more comprehensive and more contentious.

WHAT DO CLIENTS LOOK FOR IN AN EFFECTIVE ARBITRATION EXPERT?

That depends on the client. Some look for an experienced, highly skilled expert who is passionate about his or her role as an adviser to the arbitral tribunal. Others look for someone who they can control to hopefully benefit their case.

WHAT TRENDS ARE YOU NOTICING IN DAMAGE QUANTIFICATIONS AT THE MOMENT?

This small industry is maturing with fewer conceptual questions. However, the ways the concepts are applied still differ tremendously.

HOW DO YOU SEE YOUR PRACTICE DEVELOPING OVER THE NEXT FIVE YEARS?

The better is the enemy of the good. Therefore, I am very positive about the next five years.

WHAT WOULD YOU LIKE TO ACHIEVE THAT YOU HAVE NOT YET ACCOMPLISHED?

Leading the cross-examination of the opposing expert.

WHAT IS THE BEST PIECE OF ADVICE YOU HAVE EVER RECEIVED?

At the beginning of my career, I was told that I should only sign what I believe in. I have never regretted following such good advice.

Global Leader

Arbitration Expert Witnesses 2019

Professional Biography

WWL Ranking: Global Elite Thought Leader

WWL says

Kai Schumacher is described as “extremely smart, quick and efficient, with a superb overview of case work”. He has 20 years of experience in damages quantification, forensic investigations and asset evaluation.

Biography

Kai Schumacher specialises in international arbitration (both commercial and investment treaty). With more than 20 years of experience, he has been the expert in engagements ranging from €0.2 million to over €170 billion at stake. He has managed more than 150 national and international projects dealing with entities from 53 different countries, including the UK, USA, Switzerland, Argentina, Singapore, Venezuela, Russia, Indonesia and Turkmenistan.

His recent caseload includes appointments as a party or tribunal-appointed expert witness in ICSID, SIAC, ICC, VIAC, LCIA and DIS disputes. He has testified to tribunals and national courts.

He has worked in a wide range of sectors, including utilities/energy, oil and gas, chemicals, pharmaceuticals, telecommunications, engineering, private equity, financial services and media/internet.

Mr Schumacher's experience includes breaches of contract, investment disputes, post-M&A disputes, expropriations, shareholder disputes, financial disputes, valuation of financial assets and financial institutions, as well as financial investigations. In the past, he provided advice in respect of more than 40 (contentious) sale and purchase agreements and commercial contracts.

Prior to joining AlixPartners in 2014, he was with Alvarez & Marsal, and managing partner with an international audit firm.

Mr Schumacher earned an MBA studying at the HEC School of Management, Paris, and the Wharton School, Philadelphia. He achieved distinction by ranking on HEC's Dean's Honor List. In addition, he is a chartered financial analyst (CFA) and a certified public accountant (CPA).

A German national, he is fluent in German and English and conversational in French.

WWL Ranking: Recommended

WWL says

Kai Schumacher is greatly respected by market sources who consider him a “very focused and knowledgeable” expert who “performs on a very high level”.

Biography

Kai Schumacher specialises in international arbitration (both commercial and investment treaty). With more than 17 years of experience, he has been the expert in engagements ranging from €0.2 million to over €170 billion at stake. He has managed more than 150 national and international projects dealing with entities from 53 different countries, including the UK, USA, Switzerland, Argentina, Singapore, Venezuela, Russia, Indonesia and Turkmenistan.
His recent caseload includes appointments as a party or tribunal-appointed expert witness in ICSID, ICC, VIAC, LCIA and DIS disputes. He has testified to tribunals and national courts.
He has worked in a wide range of sectors, including utilities/energy, oil and gas, chemicals, pharmaceuticals, telecommunications, engineering, private equity, financial services and media/internet.
Mr Schumacher's experience includes breaches of contract, investment disputes, post-M&A disputes, expropriations, shareholder disputes, financial disputes, valuation of financial assets and financial institutions, as well as financial investigations. In the past, he provided advice in respect of more than 40 (contentious) sale and purchase agreements and commercial contracts.
Prior to joining AlixPartners in 2014, he was with Alvarez & Marsal, and managing partner with an international audit firm.
Mr Schumacher earned an MBA studying at the HEC School of Management, Paris, and the Wharton School, Philadelphia. He achieved distinction by ranking on HEC's Dean's Honor List. In addition, he is a chartered financial analyst (CFA) and a certified public accountant (CPA).
A German national, he is fluent in German and English and conversational in French.

National Leader

WWL Ranking: Recommended

WWL says

"Kai Schumacher specialises in quantum of damages matters and is highlighted for his excellent work in forensic investigations and M&A disputes. He stands out as one of the foremost experts in the market. "

Biography

Kai Schumacher specialises in international arbitration (both commercial and investment treaty). With more than 20 years of experience, he has been the expert in engagements ranging from €0.2 million to over €170 billion at stake. He has managed more than 150 national and international projects dealing with entities from 53 different countries, including the UK, USA, Switzerland, Argentina, Singapore, Venezuela, Russia, Indonesia and Turkmenistan.

His recent caseload includes appointments as a party or tribunal-appointed expert witness in ICSID, SIAC, ICC, VIAC, LCIA and DIS disputes. He has testified to tribunals and national courts.

He has worked in a wide range of sectors, including utilities/energy, oil and gas, chemicals, pharmaceuticals, telecommunications, engineering, private equity, financial services and media/internet.

Mr Schumacher's experience includes breaches of contract, investment disputes, post-M&A disputes, expropriations, shareholder disputes, financial disputes, valuation of financial assets and financial institutions, as well as financial investigations. In the past, he provided advice in respect of more than 40 (contentious) sale and purchase agreements and commercial contracts.

Prior to joining AlixPartners in 2014, he was with Alvarez & Marsal, and managing partner with an international audit firm.

Mr Schumacher earned an MBA studying at the HEC School of Management, Paris, and the Wharton School, Philadelphia. He achieved distinction by ranking on HEC's Dean's Honor List. In addition, he is a chartered financial analyst (CFA) and a certified public accountant (CPA).

A German national, he is fluent in German and English and conversational in French.

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