Capital Market Strategy

CMRA works with clients on a wide range of strategic issues from acquisitions and derivatives to new product development to risk branding.

Selected Assignments in Capital Market Strategy

• Prepared a strategic plan for the capital markets business of a large foreign bank
• Reviewed the asset/liability management framework and approach of a regional bank
• Preformed a strategic review of the derivatives business for a major dealer
• Assisted a major foreign insurance company in developing its plan to enter the US market
• Developed innovative guarantee structure for a fund of funds
• Provided M&A/due diligence support on a fund of funds acquisition
• Analyzed CDO’s for a large investment managers and recommended structuring enhancements
• Valued a portfolio of complex instruments for a major insurance group planning an acquisition of credit derivatives
• Trained several boards of pension funds on "Risk Budgeting"
• Advised major global macro fund regarding "Risk Branding"
• Advised on the acquisition of a credit derivatives business