Founder and principal Ezra Zask has been prominent in the financial services and investment management industries for over four decades as a C-level manager, business founder, business development, investment portfolio manager, hedge fund and fund-of-funds manager, academic, speaker and author
Ezra Zask has been actively managing, consulting, teaching, advising, writing, and speaking on hedge funds, alternative investments, capital markets, FinTech, and investment management issues.
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Ezra Zask has founded, and managed successful a hedge fund focused on currency and interest rate arbitrage; managed asset allocation and portfolio construction; advised and raised assets for hedge funds and fund of funds; conducted hedge fund manager searches and due diligence; managed fund of funds and investment portfolios; founded and helped manage FinTech companies; managed large scale trading operations and strategic positions for major banks, and managed various aspects of product development.
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SELECTED RECENT CONSULTING EXPERTISE
- Mr. Zask conducted thorough post-mortem analysis of the causes of the collapse of Lehman Brothers and the Bear Stearns hedge funds. The research included access to confidential material and depositions of the key players. The projects were for law firms and bankruptcy courts and resulted in my providing expert witness testimony based on my research.
- Managed several projects that conducted in-depth research on Ponzi schemes, notably that of Bernard Madoff where I documented the mechanics of his scheme relying on confidential information as well as the adequacy of the due diligence conducted by large Madoff investors.
- Provided consulting services to several FinTech and Cryptocurrency hedge funds. Services included risk management, business development and market research.
- Researched and wrote comprehensive manuals on rules, regulations and compliance issues for broker/dealers and investment advisors. The manuals ran to hundreds of pages and is sold to industry professionals by a consulting firm.
- Performed valuations of portfolios of hard-to-value derivatives for a few hedge funds and investment managers.
- Advised a start-up FinTech company that developed an internet-based platform for wealth management for investment industry professionals performing product development and marketing.
- Consulted for Ibbotson Associates. the premiere company providing quantitative portfolio construction and risk management to institutional investors including pension funds and family offices. Over three years I managed or participated in product development, sales, research and started a profitable new business line for the firm.
Mr. Zask has written and spoken at professional meetings on a variety of financial topics. He is the author of "All About Hedge Funds, 2nd Edition," (McGraw Hill: 2015) and the EFinance Reader, both published by McGraw Hill.
Mr. Zask has taught graduate school level finance courses at the nation’s most prestigious educational institutions including Yale, Princeton, Carnegie Mellon and Fordham universities and Rensselaer Polytechnic Institute.
Mr. Zask is a graduate of Princeton (BA) and Columbia (M.A, MPhil) universities.
