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SERVICES: STRATEGIC-RISK MANAGEMENT-TECHNICAL-EDUCATIONAL-PROFESSIONAL

We provide effective and experienced staffing for our large corporate and financial clients:

  • special projects in Treasury and Capital Markets

  • policy and process formulation or review related to hedging and derivatives trading

  • valuation, risk management, regulation, accounting, compliance, conduct

  • systems implementation

  • training and education

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We reduce the need to hire permanent staff and will ensure work is done on time and on budget. For a listing of work done for financial institutions, see PDF below:

Recent clients include ...

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STRATEGIC

identifying financial risk - designing treasury policy and process - providing guidance on market risk around "event transactions": mergers, acquisitions, divestitures, as well as debt and equity capital markets activities

TECHNICAL

model and value hedge transactions - provide scenario analysis - provide tools to help value and understand risks and hedges - help understand the tax, accounting and regulatory aspects of the hedge

RISK MANAGEMENT

provide risk management alternatives - design hedge transactions and ensure execution optimized to minimize cost - provide support on transaction management after execution

EDUCATIONAL AND PROFESSIONAL

provide education and training on risk management topics - provide expert witness services

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