Sample EZRA Projects

  • ​​Valuation of hedge fund firms and complex derivatives
  • Numerous Hedge fund due diligence projects
  • Red flags in Madoff and other schemes
  • Forensic analysis of the causes of failure of Lehman Brothers and Bear Stearns' hedge funds, including review of their risk management programs
  • ​Litigation support in cases involving management of MBS/CDO portfolios; evaluation of investors' due diligence of Madoff
  • Assessed policies and procedures involving fiduciary responsibility and  appropriateness for MBS, derivatives and structured products
  • Wrote manuals on compliance policies & procedures for brokers/Dealers and investment advisors
  • Advise cryptocurrencies hedge fund in trading strategies, risk management and business development

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​Ezra Zask -- Uniquely Qualified

  • ​​30+ years in finance and investment 
  • provides research and consulting to investors, and financial and consulting firms 
  • founded and managed a hedge fund, fund of funds and investment advisory firm;  
  • managed investment portfolios for individuals and institutions. 
  • senior positions managing trading operations in derivatives and currencies for hedge funds, banks and broker dealers 
  • worked as consultant and expert witness in 20+ high profile litigation involving the Lehman and Bear Stearns bankruptcies, Madoff due diligence, and valuation and suitability of MBS and Credit Default Swaps.​
​Mr. Zask has taught at Princeton and Yale graduate schools and written and spoken extensively. He wrote a best-selling book, (All About Hedge Funds, Second Edition: 2013)​ for McGraw Hill 

Benefits of Using EZRA​

 In today's fast-paced and ever-changing economic and financial environment, the role of research is increasingly important to the survival and growth of most companies.  EZRA provides timely and actionable research in key functions based on extensive work on research and advisory projects and decades of experience as hands-on practitioner, academic and industry insider. The result is expert analysis that is thorough, timely and cost-effective. 
Benefits of External Support; ​​The increasingly technical and rapidly changing  nature of much of today's research lends itself to an outsourcing model.  Outsourcing provides a number of advantages, including:
Cost-Effective Alternative
Hire for Specific Duration
Avoid Adding Staff
Provide Fresh Perspective
Provide Needed Expertise

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