Zhong is an expert in quantitative financial analysis, including factor models and event study, valuation, derivatives, foreign exchange, and cryptocurrency. He has assisted clients in class action lawsuits, disputes, and regulatory investigations. Zhong has been retained in complaint and expert report drafting, evidence discovery and analysis, and deposition preparation.

Zhong is a member of the American Finance Association.

Career Highlights:

  • Served as consulting expert in a cryptocurrency market manipulation class action lawsuit to provide quantitative analysis in support of the litigation.
  • Provided private equity valuation analysis and supported testifying experts in multiple disputes.
  • Estimated investment damage based on factor model and event study approach.
  • Provided pricing solutions to complex derivative instruments and real options. 
  • Provided foreign exchange market making and transaction cost analysis and supported testifying expert in a class action lawsuit.
  • Provided quantitative results in projects related to SEC enforcement actions on Share Class Selection Disclosure Initiative, best execution, revenue sharing, and 12b-1 fees.

Zhong has a PhD in Finance from Kelley School of Business at Indiana University Bloomington. Prior to consulting, he was Finance professor at City University of Hong Kong.