March 1, 2011
This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2011
This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2011
This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2011
This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2011
This article was written with Nick Schorsch, the CEO of American Realty Capital. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment…
March 1, 2011
This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in…
March 1, 2008
Although J.G. Wentworth is best known for its advertising and the purchase of legal settlements, the firm built a robust business purchasing a wide variety of illiquid financial assets. As J.G. Wentworth reached critical new milestones in growth, it revamped…
March 1, 2006
Cost sharing arrangements between American Multi National Corporations (MNCs) and their foreign affiliates and subsidiaries, have, for some time provoked the concern of the Internal Revenue Service and the Treasury Deporatment. Were MNCs engaging in complex cross-border transactions for the…
March 1, 2006
A perfect storm has materialized for tax directors of Fortune 1000 companies. Greater disclosure of segment data as a result of the Sarbanes Oxley Act, increasingly prehensile foreign tax authorities, and growing use of a shared services concept for managing…
March 1, 2006
As wealth management continues to evolve, greater emphasis is placed on a wider range of related disciplines. I was hired by SEI Investments to help craft a series of plain-spoken, short monographs on discreet topics in estate planning which ranged…
March 1, 2006
This article was written on behalf of J.G. Wentworth as a by-lined article. It serves as a primer piece for agents and brokers and was part of a broad market education initiative associated with J.G. Wentworth's launch of their Annuity…
March 1, 2006
As a secondary market takes hold for annuities,new questions arise as to which annuities canbe sold into it. This article explains which annuities investors are most likely to recognize value with and which ones they are not.
March 1, 2006
This article was written on behalf of J.G. Wentworth as a by-lined article. It serves as a primer piece for so called Brokerage General Agents and was part of a broad market education initiative associated with J.G. Wentworth's launch of…
March 1, 2005
The valuation of portfolio securities is the cornerstone of the investment management industry. Securities valuations represent a significant day to day responsibility for fund management and directors. However, market timing scandals, increasingly interlinked capital markets and a broadening of securities…
March 1, 2005
Reaction to the wave of late trading and market timing scandals came in the form of the SEC's compliance program for investment managers and advisors. This white paper which I helped author for Deloitte was written for compliance officers, c-level…
March 1, 2005
The meteoric rise in the sale of annuity products is leveling off. However the liquidity provided by an emerging secondary market for annuities may propel sales further. This article provides insights on the origins and potential of the secondary market…
March 1, 2005
This is a chapter in a book I helped boutique investment banker Cohen Bros. & Company create. The Cohen family has a notable heritage in banking and financial services, and with this work they wanted to formalize some of their…
March 1, 2005
This is a chapter in a book I helped boutique investment banker Cohen Bros. & Company create called Present Value: Essays on the Revolution and Evolution in Community Banking. The Cohen family has a notable heritage in banking and financial…
March 1, 2005
This is a chapter in a book I helped boutique investment banker Cohen Bros. & Company create. The Cohen family has a notable heritage in banking and financial services, and with this work they wanted to formalize some of their…
March 1, 2005
This is a chapter in a book I helped boutique investment banker Cohen Bros. & Company create. The Cohen family has a notable heritage in banking and financial services, and with this work they wanted to formalize some of their…
