Many large institutions rely on standardized service models and proprietary solutions. Calado Capital offers independent advice, direct senior-level attention, and a more tailored approach to [...]
We do not serve as the filing provider, but we can help coordinate with the appropriate specialists and support the broader oversight process.
Not necessarily. In many cases, we work alongside your existing providers and help assess whether the current structure is serving the company well.
A 3(21) fiduciary provides advice and recommendations, but the employer retains final decision-making authority. A 3(38) fiduciary takes discretionary responsibility for selecting and monitoring plan [...]
A benchmark is a structured review of a retirement plan’s design, investments, fees, administration, and governance. It helps employers understand how the plan is functioning [...]
Each engagement is scoped based on the matter’s complexity and stage. Services may include preliminary damages assessment, expert reports, deposition preparation, arbitration support, or trial [...]
Yes. Claudio has served as an expert witness, corporate representative, and deposition witness in litigation and arbitration matters involving complex financial issues.
Ideally, a financial expert is engaged early in the case lifecycle to assist with: Framing economic theory Evaluating exposure Testing assumptions Supporting mediation strategy Preparing [...]
Reasonable royalty analysis evaluates what parties would have agreed to in a hypothetical negotiation for intellectual property or licensing rights. This involves market comparables, profitability, [...]
Lost profit analysis assesses revenue or income that a business alleges it would have earned absent a specific event. This requires examining historical performance, growth [...]
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