Portfolio:
Client: Government National Mortgage Association Advisory: Multi-class security financing program
KV Partners advised client on structuring and developing a multi-class security financing program to increase revenues and liquidity of mortgage portfolio.
- Advised on infrastructure establishment for the program, including legal, administrative, operational and distributional teams and procedures.
- Analyzed, reviewed and recommended financing vehicles and structures.
- Interviewed and recommended team of qualified sponsors to underwrite and distribute securities.
- Advisory on staff introduction and training to interface with sponsors.
- Developed parameters for pricing and offering securities.
Client: Investment Bank Consulting Assignment: Financing program management
- Developed relationships between sponsors and staff
- Provided research and consultation for timing and pricing of deals
Reviewed proposals from sponsors, negotiated and recommended pricing
Monitored distribution of securities
Evaluated performance of deals
- Analyzed, reviewed and recommended various potential products to add to the program
Client: Offshore US and Russian Asset managers Advisory
- Organization
- Development
- Structuring
Client: Major Financial Services Institution Advisory Assignment: Fixed income securities dealership
- Reviewed structures, procedures and business plan
- Met with, interviewed and observed functioning of key personnel
- Presented to management the structure and focus of major competitors
- Reviewed and recommended changes
Personal
Procedures
Client: Independent Bond Dealer
- Reviewed structures, procedures and business plan
- Met with, interviewed and observed functioning of key personnel
- Presented to management the structure and focus of peers
- Reviewed and recommended changes
Personnel
Procedures
Client: State Securities Commissions and District Courts
- Reviewed and analyzed various portfolios and transactions to determine appropriateness of activities
- Acted as expert witness relating to those portfolios and transactions