Representative Types of Projects

Strategic Planning of Firm or Units

Construction and Analysis of Investment Portfolios
Asset Allocation
Risk Management Review

 Manager Due Diligence and Selection 
​​Proposals, Narratives and Reports for your Clients

Thought Leadership Including White Papers and Blogs​
Publication of Market Trends and Securities
​Customized, Confidential Projects

​Ezra Zask -- Uniquely Qualified

Click to View Complete Resume
  • 30+ years in finance and investments  as manager, academic and author
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  • President of EZRA, providing research and consulting to , hedge funds, consulting firms, investors and institutions
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  • Consultant and expert witness in 20+ litigation involving Lehman, Bear Stearns, Madoff, and MBS/CDO/CDS

  • Founder and manager of a hedge fund/CTA using currency and fixed income arbitrage strategy with $200 MM in AUM
 
  • Constructed and managed portfolios for individuals and institutions that incorporate alternative investments​
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  • President of SEC registered '40 Act Hedge Fund of Funds  
 
  • Senior positions in  large banks managing all aspect of global trading of currencies, swaps and options
 
  • ​​​Taught at graduate schools of business at Princeton, Yale, Rensselaer, Carnegie Mellon and Fordham universities 
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  •  Wrote best-selling All About Hedge Funds, Second Edition,  (McGraw Hill: 2013)
​Click to View EZRA Research Papers
Finding Financial Fraudsters
Liquid and Near-Liquid Alternatives 
Understanding the ISDAfix Controversy 
Tracking Activist Hedge Funds Form 13D
Capital Structure Arbitrage
The Libor Scandal and Its Effects 
Hedge Funds: An Industry Overview​
A Methodology for Hedge Fund Valuation​
Hedge Fund M&A Valuation: 2000-2012
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Sample EZRA Projects

  • Founded and managed innovative hedge fund with $200 MM AUM
  • President of '40 Act fund of funds with $74 MM AUM
  • ​​Valuation of hedge fund firms and complex derivatives
  • Numerous Hedge fund due diligence and manager selection 
  • Red flags and due diligence in Madoff and other Frauds
  • Forensic analysis of the risk management systems of Lehman Brothers and Bear Stearns' hedge funds for bankruptcy Court
  • Assessed fiduciary responsibility and  appropriateness for MBS/CDO, derivatives and structured products in litigation cases
  • Wrote compliance policies & procedures manuals for brokers, dealers and investment advisors
  • Advised cryptocurrencies hedge fund in trading strategies, risk management and business development
  • Constructed portfolios and asset allocation quantitative and non-quantitative methods and incorporating alternative investments​

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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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