Experience

• 

  "Demystifying Markets"

  • Guilford, CT

  • Managing Editor; Founder

    • Sep 2010 - Present
    • Guilford, CT

    Write white papers and consult on financial markets with heavy concentration on leverage, risk, and use of repurchase agreements (repos). Speak, write and consult on fixed income markets, risk tolerance, personal, and retirement finance, money markets. Provide expert witness support on repos and MBS, derivatives financing/leverage.

• 

  Investment Management Institute

  • Managing Director

    • Jan 2005 - Jun 2010

    Developed educational and networking events for institutional investors including endowments, foundations, faith-based institutions, hedge fund investors, consultants and pension funds. Wrote agenda topics and ran programs, moderating sessions and choosing speakers. Edited weekly market newsletter.

• 

  Bloomberg LP

  • New York, NY

  • Reporter; Money Markets, Repos

    • Jul 1998 - Nov 1999
    • New York, NY

    Covered money markets including repurchase agreements, asset-backed commercial paper; Federal Reserve; fixed-income markets. Wrote five market stories a day in addition to "News You Can Use" features.

• 

  Morgan Stanley

  • New York, NY

  • Manager; Fixed-Income Financing (Repo) Desk

    • Oct 1977 - Jan 1981
    • New York, NY

    Ran financing desk that arranged daily funding for firm's fixed-income/US government bond department. Oversaw all repurchase agreement trading, including short covering and matched book trading. Wrote daily market report. Engaged in open market activities with Federal Reserve as well as gave them daily report on financing activities for the firm. Handled financing for some customer accounts.