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Julia Zhu is an associate in the finance practice of The Brattle Group. She specializes in business and securities valuation in complex financial transactions and is experienced in financial advisory and litigation support.

Ms. Zhu was a senior associate at Murray Analytics before joining Brattle, where she conducted and oversaw extensive research and analysis on matters relating to valuation, solvency, fraudulent conveyance, Ponzi schemes, corporate restructuring, and hedge fund/private equity industry custom and practice. She has supported experts in a variety of consulting, litigation, and fiduciary oversight engagements, issued valuation reports on a privately held multinational company in the hospitality industry, and conducted a study on bankruptcy exit financings that was presented at a national valuation conference.

Ms. Zhu previously worked at PwC, where she performed valuations of fixed income securities and private equity investments in the Financial Instruments, Structured Products, and Real Estate (FSR) group, and at OC&C Strategy Consultants, where she led a team in researching retail markets and formulating competitive strategies for clients. She began her career at the Bank of East Asia in FX trading and settlement.

Ms. Zhu is a CFA® charterholder and a Certified Fraud Examiner (CFE). She received a Master of Finance from the University of Maryland, where she was awarded Robert H. Smith Honors and served as a teaching assistant for graduate-level courses on capital markets, portfolio management, and private equity. Ms. Zhu also holds a B.S. in Economics from Fudan University.

Publications
Article
The Rising COVID-19 Bankruptcy Risks
March 19, 2020
Published in Law360
News & Events
March 23, 2020
Brattle Client Wins Favorable Judgment Against Dually-Registered Broker-Dealer and Investment Adviser Accused of Defrauding Clients

In a December 2017 filing in a Connecticut federal court, the U.S. Securities and Exchange Commission (SEC) sued Westport Capital Markets LLC and its owner, Christopher McClure, for defrauding the firm’s advisory clients. The SEC retained Marti P. Murray, a principal at The Brattle Group, to opine on industry custom and practice for investment advisers, and to analyze certain aspects of Westport Capital’s transactions on behalf of advisory clients.

March 20, 2020
Will COVID-19 Increase Bankruptcy Risks? A Brattle Expert Explains in Law360 Article

Brattle Associate Julia Zhu has authored a Law360 article on the heightened distress and bankruptcy risks resulting from the coronavirus (COVID-19) pandemic.