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A Holistic Approach

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 CDOs 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