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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 »
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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 »
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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 »
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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 »
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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 »
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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
- Nvidia Short-Interest Signal 'Weak,' S3's Bob Sloan Says November 20, 2024S3 Partners founder and Managing Partner Bob Sloan discusses the signaling coming from short-interest data ahead of Nvidia's earnings report. (Source: Bloomberg)
- Fintech New Silver Inks Deal With Fortress for Real Estate Loans November 20, 2024Fortress Investment Group LLC has clinched a deal to buy real estate loans originated by financial technology platform New Silver, according to a statement seen by Bloomberg, as private credit firms grow their footprint in asset based debt.
- European Gas Climbs Near Year’s High on Russia-Ukraine Tension November 20, 2024European natural gas extended a rally to trade near the highest this year as geopolitical tensions escalated, with Ukraine’s forces firing British cruise missiles at military targets inside Russia for the first time.
- Euro-Area Banks Are Vulnerable to US Funding Squeeze, ECB Says November 20, 2024Euro-area financial institutions are increasingly using dollar markets for liquidity, creating risks to financial stability if US funding dries up, according to the European Central Bank.
- Ukraine Fires UK Storm Shadow Missiles at Russia for First Time November 20, 2024Ukraine’s armed forces fired British cruise missiles at military targets inside Russia for the first time, a Western official familiar with the matter said, as the 1,000-day conflict enters a new phase.
Bloomberg Business News
- Bloomberg Surveillance TV: November 20, 2024 November 20, 2024Source: Bloomberg, 23:33
- Bloomberg Surveillance: Markets, AI, & Trump (Podcast) November 20, 2024Source: Bloomberg, 38:05
- Brazil Finds Chinese Ally in Its Feud with Elon Musk November 20, 2024Hi, it’s Bruce Einhorn in Princeton, New Jersey. The wife of Brazil’s President on Saturday dropped an F-bomb in her criticism of Elon Musk, turning up the volume in her country’s fights with the billionaire, as her husband tries to join China in building a rival to SpaceX’s Starlink network. But first ...
Financial Times
- ECB warns low growth and high debt risk Eurozone crisis November 20, 2024Central bank report sounds alarm on potential concerns over ‘sovereign debt sustainability’
- Citadel Securities aims to become big player in Eurozone bond trading November 20, 2024Ken Griffin’s high-speed trading firm builds team in Paris and will start trading German Bunds
- Portfolio trading is reshaping credit markets November 19, 2024People aren’t as worried about bond market liquidity \o/
- Spirit bankruptcy gives priority boarding to opportunistic creditors November 18, 2024Hedge funds and bond managers are willing to invest millions of dollars to get reorganised carrier off the ground
- Vanguard says shareholders can vote for profits over ESG issues November 18, 2024Asset manager gives investors greater say on proxy votes as it tries to navigate backlash to ‘woke’ policies
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.
