EZRA Research Approach         

Benefits of Outsourcing
 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. 
​​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

Bespoke, Confidential and Timely Research

Types of Projects

Examples of Projects
  • Due Diligence for Hedge Funds
  • White Papers/Blogs
  • Marketing Support
  • Market and Product Analysis
  • Training and Education
  • Asset Allocation
  • ​Portfolio Management
  • Valuation of portfolios and hedge funds
  • Risk management review
  • Policies and procedures
  • Litigation support in securities cases
​
  • ​​Valuation of hedge funds 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 fund
  • ​Litigation support in cases involving management of MBS/CDO portfolios and Madoff due diligence
  • 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

​
​Ezra Zask -- Uniquely Qualified

​​Ezra Zask has spent over 30 years in the finance and investment areas, providing research and consulting to investors and investment management companies.  He founded and managed a hedge fund, fund of funds and investment advisory firm, and managed investment portfolios for individuals and institutions.  He has held senior positions in hedge funds, banks and investment advisory firms, including trading and managing traders in derivatives and currencies.  He provided his expertise in several 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 as taught at Princeton and Yale graduate schools and written and spoken extensively including writing  a best-selling book for McGraw Hill (All About Hedge Funds, Second Edition: 2013)​