Strategic consulting, business development, management, research, publication, and education at senior levels for 40 years in investment management, trading, derivatives, consulting, fundraising, M&A, and FinTech.
Founded and managed an innovative hedge fund; managed hedge fund investment ...
more
Strategic consulting, business development, management, research, publication, and education at senior levels for 40 years in investment management, trading, derivatives, consulting, fundraising, M&A, and FinTech.
Founded and managed an innovative hedge fund; managed hedge fund investment portfolios for banks, family offices, and fund of funds; conducted extensive hedge fund due diligence, and managed global, large-scale trading operations and strategic positions in currencies and interest rates for money center banks. started two financial technology companies in wealth management and investing; wrote three finance books for McGraw-Hill; taught at graduate schools at Yale, Princeton, and Fordham universities; founded and managed a successful consulting and expert witness firm; provided research, analysis, expert reports, and testimony for top law firms in over 20 cases involving Madoff, Lehman Brothers, Bear Stearns hedge funds, mortgage-backed securities, hedge fund, and derivatives.
Expertise includes portfolio management; investment process; the decision-making process; behavioral finance; mutual funds; exchange-traded funds; ETFs; hedge funds; cryptocurrencies, risk management; RIA and broker/dealer compliance and regulations; macro-economic strategies; quantitative hedge fund strategies; research, writing, and presentations.
less
