Uncategorized – David R. Evanson, LLC

Financial Institutions Feeling the Crunch in Countdown to CECL Implementation

I was retained by Big Four accounting and consulting firm KPMG to assist them in their thought leadership efforts centered on changing accounting regulations. In this case, the Financial Accounting Standards Board or FASB had instituted new rules on the measurement of current and expected credit losses, i.e. CECL, that would require massive reorganization of financial reporting for the largest financial services organizations in the world. This thought leadership piece concerned the results of a survey among C-suite executives about their state of preparedness in the final countdown to the CECL implementation.

Financial Institutions Feeling the Crunch in Countdown to CECL Implementation Read More »

Securitizing Structured Settlement Payment Streams: A Primer

Fall 2012. This article was written with Stefano Sola and Phil Donahue, executives at JGWPT Holdings. We were engaged by JGWPT to assist them
in publishing the article below for The Journal Of Structured Finance.

Securitizing Structured Settlement Payment Streams: A Primer Read More »

RIA Consolidation Offers Investors Benefits, Challenges

This is an editorial I wrote for my column on nasdaq.com concerning the increasingly prominent role private equity capital plays in the RIA M&A landscape which was highlighted in a 2023 M&A conference held by Gladstone Associates.

RIA Consolidation Offers Investors Benefits, Challenges Read More »

A Guide to the CFA Institute Series on ESG Investing

I set up this collaboration between Business Ethics Magazine and CFA Institute. The eight-article series recaps the Institute’s ongoing research into the application of Environmental, Social and Governance (ESG) standards to investment analysis and selection.

A Guide to the CFA Institute Series on ESG Investing Read More »