-
CMA is excited to welcome Diane Gabriel to our team as our Executive Director of Wealth Management Recruiting and Senior Business Development & Talent Acquisition Specialist. Diane has over 40 years of experience in Wealth Management. She has worked at Wells Fargo Advisors and predecessor firms, and most recently as the Director of Financial Advisor Recruiting… Read More »
-
CMA is thrilled to announce that both David Carle of CMA and Nexus FrontierTech, as well as Danny Goh of Nexus will be speaking at Reuters Events: Future of Insurance Canada 2024 conference. Join them and 300+ of Canada’s insurance leaders as we gather to shape the future of our industry. This event is a unique… Read More »
-
The transition from LIBOR to the Fed-published Secured Overnight Financing Rate (SOFR) or possible alternatives is motivated in large part by the mandated cessation of LIBOR publication. The transition has engendered major operational initiatives across a wide spectrum of affected banks and other financial institutions. LIBOR has been so thoroughly embedded that legally imposed limits… Read More »
-
Building on the success of our first FRTB roundtable discussion held on December 9, 2020, we are offering a very select group of bank dealers the opportunity to explore in greater detail the impact of FRTB on their operations, finance, technology, and overall business model. The pressure to complete external and internal readiness assessment is… Read More »
-
FRTB will be far more challenging than traditional risk capital regulations due to the lack of regulatory clarity over the boundaries between banking and trading book, the need for consistency across risk data sources, data modellability to prepare for complex risk calculations, and new governance to address changes in data structures and technology infrastructure. In… Read More »
-
CMA’s Steven Goune was featured in the Fin Ops Report’s November 16th article on the challenges of customer account data management issues. The article also highlights CMA’s unique and efficient Data Services Utility tool to help firms become CAT-CAIS compliant in weeks, rather than rather than months or longer! Check out the full article here: https://finopsinfo.com/regulations/finras-cat-customer-account-data-management-challenge/… Read More »
CMA is a results-oriented professional boutique-consulting firm with a specialized focus in capital markets. Our resources are highly experienced, averaging over 10 years of experience in financial services working at the major financial institutions. CMA resources bring a broad set of tools and market knowledge to firms and situations that need to be addressed with confidence in execution as well as expeditious delivery.
Values and Mission
Clients First – At CMA, Clients First means delivering results, keeping our clients’ best interests to heart, and delivering on our promises. We strive to develop long-term partnerships with our clients and as such provide a high-impact, collaborative approach. CMA brings the best of our team to every engagement to ensure our clients’ visions are achieved.
Proven Industry Experience – Our team is comprised of senior-level financial services professionals and process experts. Our objective is to address each client’s challenges, provide comprehensive advisory services and strive to deliver results. All of our professionals have significant experience in strategy, transactions, implementation, business, technology and operations.
Collaborative Work Approach – CMA works collaboratively with our clients, our clients’ vendors, and our clients’ partners. We work in close coordination at all levels of the organization and strive to ensure that our expertise and knowledge are transferred for ongoing use.
Bloomberg Markets
- Cocoa Caps 2024 as Biggest Commodity Winner. It’s Not Over Yet December 21, 2024Cocoa’s rally has soared past all major commodities in 2024, and there’s little sign the tight supply and fragile trading landscape that prompted its near-vertical trajectory are in for a fast fix.
- Green Hydrogen Goes From Hyped to Humbled on Eye-Popping Costs December 21, 2024A raft of projects to produce green hydrogen, a fuel billed as critical to reaching net zero, have been abandoned this year as expectations for tumbling costs failed to materialize.
- Party City Files for Bankruptcy a 2nd Time in Retail Déjà Vu December 21, 2024Party City Holdco Inc. plunged into bankruptcy for the second time in two years and said it will begin to wind down its approximately 700 stores after sales faltered under the yoke of stubborn inflation.
- Mercedes Star Maker’s Demise Shows How Auto Pain Hits Suppliers December 21, 2024Germany’s Gerhardi Kunststofftechnik GmbH weathered Napoleon’s invasion, the Great Depression and two world wars. But Europe’s current auto slump has brought the plastics manufacturer to its knees.
- Nippon Steel Alleges Undue US Influence on Deal Review: Reuters December 21, 2024Nippon Steel Corp. alleges the White House had undue influence over a national security review of the Japanese company’s $14.9 billion bid for United States Steel Corp. and threatened legal action if the deal is blocked, Reuters reported.
Bloomberg Business News
- Windy Weather Brings Potential Disruption to Christmas Getaway Travel December 21, 2024Weather warnings for wind have come into force across much of the UK as millions more people get away for Christmas.
- Mercedes Star Maker’s Demise Shows How Auto Pain Hits Suppliers December 21, 2024Germany’s Gerhardi Kunststofftechnik GmbH weathered Napoleon’s invasion, the Great Depression and two world wars. But Europe’s current auto slump has brought the plastics manufacturer to its knees.
- House & Senate Pass Spending Bill, German Attack, More December 21, 2024Source: Bloomberg, 4:44
Financial Times
- MicroStrategy’s ‘financial engineering’ powers ascent to Nasdaq 100 December 21, 2024Convertible bonds to fund bitcoin purchases have been lapped up by investors, but some fear impact if token falls sharply
- EU rule change highlights difficulty of defining ‘green’ December 20, 2024Regulator changes tack after pushback on fund naming rules
- A fiscal fight is brewing in the court of Donald Trump December 20, 2024America’s debt pile and the case for tax cuts will be flashpoints inside the new administration
- China’s short-term bond yields fall below 1% for first time since 2009 December 20, 2024Key level passed after 10-year debt breached 2% barrier as markets expect further monetary easing
- US long-term bond yields rise to highest level in six months December 19, 2024Wall Street stocks steady after heaviest sell-off since August
CNN Money Markets
- Premarket: 7 things to know before the bell October 4, 2018Read full story for latest details.
- Why it's time for investors to go on defense October 4, 2018Howard Marks, co-chairman of Oaktree Capital, explains why investors should start treading lightly.
- Barnes & Noble stock soars 20% as it explores a sale October 3, 2018Barnes & Noble jumped more than 20% after it said it would review a sale of the troubled company.
- Aston Martin falls 5% in London IPO October 3, 2018Aston Martin is joining the ranks of listed automakers with an IPO that values the British company at more than $5 billion.
- Honda teams up with GM on self-driving cars October 3, 2018Read full story for latest details.
- Toys 'R' Us brand may be brought back to life October 3, 2018Bankrupt toy retailer tells bankruptcy court it is looking at possibly reviving the Toys 'R' Us and Babies 'R' Us brands.
- Tencent Music plans to go public on US exchange October 3, 2018It dominates the music streaming market in China through its QQ Music, KuGou and Kuwo platforms.
