Mr. Sameer S. Somal, CFA, CFP®, CAIA
Doylestown, PA 18902
Sameer leads a 250+ member team at Blue Ocean Global Technology and Capital Expert Services, specializing in litigation consulting and expert witness engagements. Given the unique nature of each case, Sameer offers a competitive advantage through an integrated team approach, including legal research, data analytics, private investigations, digital forensics, financial analysis, academic insight, and interviews. His team is strategic with client resources, ensuring that reports are developed collaboratively to achieve a blended rate. Co-experts are added strategically on merit. When engaged directly, all reports and testimony reflect Sameer's independent professional opinions
Sameer has consulted on 400+ cases and regularly delivers CLE programs for State Bar Associations. He is a former investment and private banker, which affords him a framework for calculating damages on a wide range of case mandates. Over the past decade, Sameer's responsibilities at CFA Institute include publishing articles, hosting their talk show, serving as a Senior Grader of CFA Level 3 exams, and speaking to 60+ CFA global societies.
Past testifying experience includes federal, state, civil and arbitration courts. Sameer has testified against META, handled prominent/celebrity cases, and was requested by a former US president. Most of his cases settle before trial.
As an Abraham Lincoln student and scholar, Sameer frequently integrates Mr. Lincoln’s writings, logic, and narratives to illustrate and reinforce key points in expert reports and courtroom testimony. His most recent article on Mr. Lincoln, entitled Abraham Lincoln: A model for ethical leadership, was published by the American Bar Association in February 2025 (pdf available on this profile).
Bio:
Sameer Somal is the CEO of Blue Ocean Global Technology and Co-Founder of Girl Power Talk. He is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Sameer leads client engagements focused on digital transformation, risk management, and technology development. A testifying subject matter expert witness in economic damages, intellectual property, and internet defamation, he authors CLE programs with the Philadelphia Bar Foundation. Sameer is a frequent speaker at private industry and public sector conferences, including engagements with the Federal Home Loan Bank (FHLB), Global Digital Marketing Summit, IBM, New York State Bar Association (NYBSA), US Defense Leadership Forum, and US State Department’s Foreign Service Institute. He proudly serves on the Board of Directors of Future Business Leaders of America (FBLA) and Girl Power USA. Committed to building relationships, Sameer is an active member of the Abraham Lincoln Association (ALA), Academy of Legal Studies in Business (ALSB), American Bar Association (ABA), American Marketing Association (AMA), Business Transition Council, International Trademark Association (INTA), and Society of International Business Fellows (SIBF). A graduate of Georgetown University, he held leadership roles at Bank of America, Morgan Stanley, and Scotiabank. Sameer is also a CFA Institute 2022 Inspirational Leader Award recipient and was named an Iconic Leader by the Women Economic Forum.
You can view 100+ references on Sameer’s public LinkedIn profile. View a video client testimonial from Mark Scott, senior partner The Buchalter Law Firm in Orange County, CA. Mark shared his feedback on working with Sameer after receipt of his report and subsequent trial testimony on behalf of a prominent business client: https://youtu.be/MchehwV4vM0?si=JhiFFAR0qov7CfrK.
Sameer recently handled 4 cases against the Chicago Public Schools. All four cases settled following Sameer’s reports and testimony.
- Artificial Intelligence
- Asset Searches
- Business Law
- Defamation
- Expert Witness Financing
- Information Technology
- Intellectual Property
- International Law
- Judgment Recovery
- Private Investigators
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A: CFA Charterholder
CFP Professional
Chartered Alternative Investment Analyst - Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A: Abraham Lincoln Association (ALA)
Academy of Legal Studies in Business (ALSB)
American Bar Association (ABA)
American Marketing Association (AMA)
Business Transition Council
International Trademark Association (INTA)
National Association of Corporate Directors (NACD)
Society of International Business Fellows (SIBF)
CFA Institute:
CFA Institute global approved list
Host of the CFA Institute talk show, entitled The Topic @ Hand
Member of the Board of Regents for the CFA Institute's Seminar for Global Investors
Contributing author at CFA Institute's Enterprising Investor Blog
Senior Grader of CFA exams
- Q: Please list any teaching or speaking experience you have had, including subject matter:
- A: Recent Speaking Engagements:
InterCon USA (Las Vegas, NV)
Legal Marketing Association (Orlando, FL)
Empowering A Billion Women (Austin, TX)
Legal Marketing Association (Philadelphia, PA)
CFA Institute VBA Netherlands (Amsterdam, Netherlands)
Clear Law Institute (Arlington, VA)
Benchbar Conference (Atlantic City, NJ)
Legal Week (New York, NY)
Continuing Legal Education (CLE) Programs:
CLE Presentation 1: Using Social Media Effectively and Ethically in Your Law Practice
CLE Presentation 2: Introduction to Online Reputation Management for Attorneys & Clients
CLE Presentation 3: Advanced Online Reputation Management for Attorneys & Clients
CLE Presentation 4: AI in Legal Research - Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
- A: N/A
- Q: On how many occasions have you been retained as an expert?
- A: 400+
- Q: For what area(s) of expertise have you been retained as an expert?
- A: Asset Valuation, Business Damages, Copyright Infringement, Defamation, Digital Marketing, Economic Analysis, Economic Damages, Financial Analysis, Intellectual Property, Internet Defamation, Libel, Online Reputation Management, Portfolio Management, Reviews, Search Engine Optimization, Slander, Social Media, Source Code, and Trademark Infringement.
- Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
- A: Consulting, Cyber Investigations, Damages Assessment, Deposition Testimony, Expert Reports, Legal Research, Private Investigations, Site Inspections and Trial Testimony.
- Abraham Lincoln: A model for ethical leadership
- The Increasing Threat of Cyber Espionage and Its Impact on Trade Secret Protection.
- Defamation and Reputation Management in the Digital Age
- Maximizing Your Impact as an Expert Witness
- Calculation of economic damages in defamation cases
- At the Round Table with Economic Damages & Internet Expert, Mr. Sameer Somal
- Sameer Somal - Authored Articles
- New York State Bar Association CLE feedback
- Internet Defamation White Paper
Attorney client references:
Mr. William Choslovsky
Ginsberg Jacobs LLC
300 South Wacker Dr., Suite 2750
Chicago, Illinois 60606
312.660.2202
wchoslovsky@ginsbergjacobs.com
Mr. Mark M. Scott
Buchalter
18400 Von Karman Ave., Suite 800
Irvine, CA 92612
949.224.6217
mscott@buchalter.com
Ms. Melissa A. Reinckens
DLA Piper
4365 Executive Dr., Suite 1100
San Diego, CA 92121
619.699.2798
melissa.reinckens@us.dlapiper.com
Mr. Vince Eisinger
Cranfill Sumner LLP
5440 Wade Park Boulevard, #300
Raleigh, NC 27607
919.863.8703
veisinger@cshlaw.com
Ms. Yawanna McDonald
Campbell Partners
505 20th Street N., Suite 1600
Birmingham, AL 35203
205.224.0756
yawanna@campbellpartnerslaw.com
Mr. Chris Brown
Brown & Rosen LLC
100 State Street, Ste. 900
Boston, MA 02109
617.728.9111
cbrown@brownrosen.com