Domains of Expertise
We are a team of highly experienced subject matter experts in fixed-income, mortgages, and capital markets with hands-on and supervisory experience at many large financial Institutions.
Our deep knowledge & market execution experience for quick validation of Strategies Products Processes
Our expertise and market experience with financial products, pricing and valuation, risk-management, models, and systems, enables us to provide direct and pertinent advice to solve Client issues related to:
We provide frameworks and solutions that are tangible, durable, and efficient.
Our Advisory process: Taking client goals as the start we, research and analyze, write white papers, show road-map of alternatives, build prototype models/solutions, and implement full-solutions.
New hedging products solving macro and micro hedging issues
New funding products creating economic value
New funding programs helping comply with regulatory requirements
Measuring market-risk of Investment portfolio at each segment level
Moitoring hedge effectiveness at segment level
ALM & Tail-risk management frameworks based on Scenarios or Monte-Carlo Simulation
Re-structuring Balance-sheet for economic and regulatory needs
Strategic White-papers on markets, business, staffing, frameworks, process, and regulation
OUR STRATEGIC PARTNERSHIPS WITH INDUSTRY LEADERS FOR DIGITAL TRANSFORMATION SOLUTIONS
May 2020 - Our partnership with Cirruslabs for PPP loan forgiveness automation for lenders and borrowers
FIRM Advisors and Cirruslabs have partnered to create "PAYFOR", an AI driven
technology solution, allowing banks and credit unions t efficiently verify and
validate PPP loan forgiveness submissions by their borrowers.
FIRM Advisors and CC Pace have partnered to create a LIBOR Transition and
Transformation Program for their clients for identifying issues and execution
gaps, improving operations, conducting complex data analysis, validating
models, advising on valuation, product pricing and hedging, and resolving
CC Pace: CC Pace is a leading provider of Financial Services consulting services.
Founded in 1980, CC Pace is nationally recognized for solving business problems and
delivering high-impact results that improve their clients’ productivity and
FIRM Advisors teach the Mortgage Bankers Association's "School of Mortgage
Banking" classes that result in professional certifications by the MBA.
1. September 18, 2020
MBA platform webinar -- "LIBOR Transition: Servicing Issues"
Will discuss the considerations and challenges of choosing SOFR versus other indexes; and considerations and challenges for Servicers in communications with customers.
Contact us for the webinar recording and any additional information.
2. January 16, 2020
Free Webinar -- "LIBOR to SOFR: Does Your Plan Measure up?"
Will discuss impacts on Business, Operations, Financials, Systems, and Legal + Ancillary" resulting from the LIBOR sunset and transition to SOFR"
3. White paper on LIBOR Transition: Awareness, Assessment, Strategy, Implementation, Transformation, Support
1934 Old Gallows Road,
Suite 350, Tysons Corner