• 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.


  • Newsletters
  • 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.