Julie Lieberman

Expertise

Regulation:
Cost of capital and return on equity, Incentive regulation, Stranded cost recovery

Julie Lieberman

Senior Project Manager

  508.263.6223
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Summary of Experience

Julie Lieberman, Senior Project Manager, is a financial and economic consultant with over 25 years of experience in the energy industry.  Her broad base of experience includes: financial and economic consulting in the energy sector, risk management, asset valuation and modeling, wholesale and retail energy trading and operations, energy procurement and scheduling, hedging strategies, regulatory policy and compliance, utility ratemaking, due diligence and litigation support and analysis.  She has performed a variety of economic analyses, extensive regulatory research and assisted in the preparation of testimony and research reports in both regulatory and non-regulatory proceedings.  Ms. Lieberman has performed focused regulatory research on Dodd Frank legislation and its implications for the energy sector, with a particular concentration on the regulated end-user segment.  Ms. Lieberman is proficient in Microsoft Office applications, Crystal Ball, and SPSS and has used option modeling, Monte Carlo simulations, and VAR analysis in a variety of risk applications.  Prior to joining Concentric, Ms. Lieberman served in the financial and risk related fields in the unregulated energy trading and marketing sector.


Education

M.S., Finance, Boston College, with Honors
B.S., Accounting, Indiana University
Licensed Securities Professional: NASD Series 7, 63, and 79 Licenses
Certified Public Accountant, Houston, TX


Case Studies


Publications

Authorized Return on Equity for Canadian and U.S. Gas and Electric Utilities, Volume III (in French)   PDF

Authorized Return on Equity for Canadian and U.S. Gas and Electric Utilities, Volume III   PDF

Authorized Return on Equity for Canadian Gas and Electric Distributors and Select Comparators Newsletter, Volume II   PDF

Authorized Return on Equity for Canadian Gas and Electric Distributors and Select Comparators Newsletter, Volume I   PDF

Rate of Return for New Transmission Build in the US and Canada   PDF

A Review of the Return on Equity of Gas Utilities in Ontario   PDF

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