Consulting – Selected Engagements
G7 bond and linear rates relative value analytics (U.S. hedge fund)
Algo-based trading platform (international broker-dealer)
Inflation market tracker (U.S. hedge fund)
Long/short fund-level tax elections (U.S. hedge fund)
Strategic asset allocation, risk and portfolio management (U.S. endowment fund)
After-tax factor-based portfolio construction (international asset manager)
Detection and monitoring of shareholder activism (investment bank)