EZRA ZASK -- UNIQUELY QUALIFIED

Hedge Fund and Fund of Funds Manager 
Investment Portfolio Manager
Risk Management 
Business Development 
​Securities Litigation Support
Global Bank Trading Manager
​Instructor at Yale, Princeton, Fordham
Author of All About Hedge Funds
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ALL ABOUT HEDGE FUNDS BY EZRA ZASK TO PURCHASE

​ WE COMPLEMENT YOUR IN-HOUSE STAFF



​THE RESEARCH PROCESS 
​
  1.  Identify problems or goals​
  2. Ask appropriate questions
  3. Develop effective methodology
  4. Perform Research
  5. communicate research findings
  6. Integrate research into decision-making
  7. Implementation and subsequent reviews

​
​OUR VALUE-ADDED APPROACH
​
  • ​Assist at any stage of process
  • Assist or manage projects
  • Organize, analyze and interpret research
  • Present research in a CLEAR, USABLE format
  • ​​Add value to strategic decision-making

 SUBJECT MATTER EXPERTISE AND EXPERIENCE


ALTERNATIVE INVESTMENTS
  • ​​Hedge Funds - Private Equity - VC
  • ​Liquid Alternative Investments
  • Hedge Fund Valuation
  • ​​Emerging Hedge Fund Support
​PORTFOLIO MANAGEMENT
  • Asset Allocation
  • Manager Selection
  • Due Diligence
  • Risk Management
  • Robo-Advisors​ ​
​SECURITIES ​​​LITIGATION SUPPORT​
​Click on Subjects for Details

Financial Resource Center

Hedge Funds

Bitcoin

Investment Mgmt
Hedge Funds 3.0
Essentials of Bitcoin Investment
Factor Investment Overview

SELECTED CONSULTING PROJECTS​

Performed Valuation of Hedge Funds and Complex Structured Products
Advised Cryptocurrency Hedge Fund on risk management and business development
Evaluated Due Diligence and Suitability of Madoff  investments by feeder funds and wealth managers
Founded and managed all aspects of innovative, successful Hedge Fund and Fund of Funds including trading/investment, risk management, strategic planning
Wrote Comprehensive Policies and Procedures Manual for Advisors and Brokers
Analyzed the suitability of MBS/CDOs investments for Pension Funds, brokers, and Wealth Managers 
Developed and advised on investment portfolio, including alternatives, on  Asset Allocation, Due Diligence, Manager Selection, Risk Management
Conducted extensive forensic  analysis of Lehman and Bear Stearns' risk management systems and identified causes of their bankruptcy 
Managed litigation support in 20+ cases, including  research, report writing, case strategies, witness preparation 

EZRA ZASK -- UNIQUELY QUALIFIED

  • President of Ezra Zask Research Advisors (EZRA) providing strategic research and consulting to hedge funds, consulting firms, investors, institutions and litigation support companies since 1991 
  • ​Founder of  Liquid Alternatives Investments, LLC, an Internet data and portfolio construction program combining alternative and traditional assets
  • Consultant in 20+ litigation involving hedge funds, Lehman and Bear Stearns bankruptcies, Madoff due diligence, MBS/CDO/CDS, policies and procedures, suitability, and hedge fund and securities valuation
  • Founder and President of Hedge Fund with $200 mm AUM currency and fixed income arbitrage 
  • President of SEC registered '40 Act Hedge Fund of Funds​
  • Global Trading Manager in large banks managing 50 traders worldwide, including all aspect of trading currencies, swaps and options ​
  • Fund Raising, Marketing and Business Development for own and third party hedge funds and fund of funds in U.S., Europe and Asia, from HNW and institutions 
  • Investment Portfolio Management including asset allocation, manager selection, due diligence, risk management and alternative investments​ for HNW and institutions ​
  • ​Executive in M&A firm focused on alternative investment companies and asset managers ​
  • ​​​​Instructor at Princeton, Yale, Rensselaer, Carnegie Mellon and Fordham graduate business schools ​​
  • Speaker at numerous investment industry events
  • Extensive writing including best-selling All About Hedge Funds, Second Edition,  (McGraw Hill: 2013)
​CLICK TO VIEW RESUME

EZRA Thought Leadership
​

                      RESEARCH PAPERS

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                      RECENT BLOGS
Manager Selection is an Act of Faith
U.K.-U.S. Trade: "Historic Vassalization"
Hedge Fund Performance:  Academic Critique
Hedge Fund Performance: The Industry Narrative
Hedge Fund Valuation Update
Will Smart Beta Replace Hedge Funds
The Elusive Small Fund Premium
When Bubbles Burst
Cryptocurrency suffers setback
The Role of Narrative in the Credit Crisis
Why are Hedge Fund Fees so High
Long-Term View of Hedge Fund Returns
Robo-Advisors Threaten Financial Advisors
Hedge Fund Returns Vary with Economic Conditions
​

STRATEGIC RESEARCH IS A PROCESS

  • Identify the problems or goals
  • Ask the appropriate questions
  • Develop effective methodology
  • Analyze, interpret and communicate your research findings
  • Integrate the research findings into your decision-making

Benefits of Research Outsourcing with EZRA​


​In today's fast-paced and ever-changing 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 decades of experience as hands-on practitioner, academic and Consultant. The result is expert analysis that is thorough, timely and cost-effective. 

​Benefits of outsourcing ​​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 to Hire
Hire for Specific Duration
Avoid Adding Staff
Provide Fresh Perspective
Provide Needed Expertise