I interviewed Jacqueline Gallant, the Head of Institutional Marketing and Communications for SLC Management, for a Canadian publisher. The target audience consists of retirement plan fiduciaries who invest in hedge funds, private equity funds, and other types of alternative funds.
I wrote the actionable text for a white paper about digital banking for Venture Capital backed fintech firm, NYMBUS. I worked with the firm's advertising agency to create a simple explanation of the compliance, governance, and technology considerations for a bank seeking to use the NYMBUS platform.
I researched and wrote this article about the corporate finance impact of unfunded retirement plan liabilities. The target audience consists of Chief Finance Officers, Controllers, Board Directors, and Treasury professionals.
I co-authored this article about ERISA lawsuits, retirement fiduciary best practices, and the magnitude of poor investment governance.
This article describes the nature of model risk and why it is important. Included is a mini case study about a recent $242 million settlement between a major asset manager and the U.S. Securities and Exchange Commission.
Economic models are a core element of business decision-making. The target audience for this contributed chapter to the Litigation Services Handbook: The Role of the Financial Expert consists of corporate finance and treasury professionals, economists, jurists, and litigators.
Sold at selected Hallmark stores and inspired by the enduring appeal of teddy bears for grown-ups of all ages, The Big Squeeze is a sweet and uplifting gift book focused on the undeniable truth that kindness to ourselves, and others, matters.
This seminal book was written at the urging of financial service company clients who sought a how-to guide about derivatives, hedging, and corporate governance. The target audience consists of endowment, foundation, and pension fund fiduciaries and their advisors.
I co-authored this chapter about assessing the economic value of assets to be allocated in the event of a divorce, including stock options and business ownership. The target audience consists of attorneys, CPAs, financial advisors, parties to a divorce, and valuation professionals.
I co-authored this article about the corporate finance implications of underfunded pension funds. The target audience consists of private equity fund investors, bankers, policymakers, regulators, and institutions that invest in private equity funds.