- Customized instruction in convertibles and related products
- Marketing support (including meeting preparation and attendance)
- Capital-raising insights and support including RFP's
- Litigation support/expert witness services
- Speaking engagements
Making convertibles and related securities accessible to investors, advisors and issuers.
- Special reports
- White papers
Addressing the questions that deserve to be asked.
Asset management services including
- Portfolio review with analysis and recommendations
- Individual security analysis and recommendations
- Customized risk/reward profile
- Trading and hedging strategies
- Income-generation strategies
Helping your investments match your views and needs.