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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
- Kenya Said to Receive $1.5 Billion UAE Loan Next Week February 21, 2025Kenya expects to receive a $1.5 billion loan from the United Arab Emirates by the end of next week, according to people familiar with the matter.
- Insider Dealing Was Funded by a UK Government Covid Loan, FCA Says February 21, 2025A personal trainer accused of insider dealing funded his partner’s trading account using a Covid-19 loan designed to help businesses survive the pandemic, a London jury was told on Friday.
- BofA’s Francisco Blanch on All Things Gold February 21, 2025Francisco Blanch, head of commodities and derivatives research at Bank of America Securities, discusses accounting of US gold holdings in Fort Knox, reports of “gold shifting” from the vaults of the Bank of England, and what the idea of the US revaluing gold reserves would mean for the market. (Source: Bloomberg)
- Vatican ‘Let Down’ by Financier Over Property Deal, Judge Says February 21, 2025The Vatican was “utterly let down” by a financier over the purchase of a luxury London property that left the city state facing more than €100 million ($105 million) in losses, a London judge ruled.
- Defense Race Sends Europe’s Arms Makers to Best Run in 16 Months February 21, 2025European defense stocks are on the cusp of closing out their best week in 16 months on a bet that the region is about to massively ramp up spending in support of Ukraine.
Bloomberg Business News
- Canada's Banks Prepare for the Unknowable Risk of Trade War February 21, 2025Also: Why Canadians started borrowing more last year
- Bloomberg Surveillance: Fed, Markets, & Apple (Podcast) February 21, 2025Source: Bloomberg, 40:48
- Stocks Open Mixed, DOJ and SEC Probe Crowdstrike, More February 21, 2025Source: Bloomberg, 5:43
Financial Times
- Four banks fined by UK regulator over gilt information sharing February 21, 2025Citi, HSBC, Morgan Stanley and Royal Bank of Canada agree to pay over £100mn
- Investors call for shake-up of Europe’s ‘failed’ securitisation market February 21, 2025Fund managers and insurers say long-overdue reforms could unlock hundreds of billions of euros in financing
- Clerics’ rule change threatens to throw Islamic debt market into turmoil February 20, 2025Proposed new standards could reshape sharia-compliant bonds and hit growth of $1tn market
- Will the bond market rein in Donald Trump? February 20, 2025Tariffs, trade wars and plans for big tax cuts could all rattle investors in US Treasuries, but it’s a resilient market with few alternatives
- BlackRock and Vanguard halt meetings with companies after SEC cracks down on ESG February 19, 2025Regulator’s rules are part of broader effort to rein in power of largest fund managers
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.
