Ezra Zask Expertise 
  • Alternative Investments
  • Portfolio Construction
  • Asset Allocation
  • Risk Management
  • Due Diligence & Manager Selection
  • Behavioral Finance
  • ​Compliance Policies & Procedures              
  • ​Hedge Fund Strategies and Performance
  • Hedge fund Valuation
  • Investment Strategies and Markets Analysis
  • Financial Technology (Fintech)
  • Cryptocurrency
  • Robo-Advisors

​Functional Advisory Areas
  • Internal and External Research
  • Writing, Presentations, Analysis, Consulting
  • Sales, Marketing and Business Development 
  • Thought Leadership publications
  • Strategy, Market and Product Analysis

 
​Sample Engagements

  • ​Valuation of hedge funds and complex derivatives portfolios
  • Hedge fund due diligence and fraud red flags, including in Madoff Cases
  • Forensic analysis of Lehman Brothers risk management system prior to demise
  • Evaluated causes of failure of Bear Stearns' Credit Opportunities Fund
  • Testified in case involving JP Morgan's management of client's MBS/CDO portfolio
  • Consulted in cases involving investment appropriateness and suitability of MBS, CDO, options, and Credit Default Swaps
  • Analyzed policies and procedures involving fiduciary responsibility, due diligence, and risk management
  • Wrote manuals on compliance policies & procedures for brokers/Dealers and investment advisors
  • Advised emerging hedge funds, including funds trading, and investing in Cryptocurrencies​