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:
Domains of Expertise
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.
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New hedging products solving macro and micro hedging issues
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New funding products creating economic value
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New funding programs helping comply with regulatory requirements
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Measuring market-risk of Investment portfolio at each segment level
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Moitoring hedge effectiveness at segment level
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ALM & Tail-risk management frameworks based on Scenarios or Monte-Carlo Simulation
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Re-structuring Balance-sheet for economic and regulatory needs
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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
https://https://www.cirruslabs.io/payfor
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.
https://cirruslabs.io/payfor/
Jan 2020 - Our partnership with CC Pace for LIBOR Transition
https://www.prlog.org/12805656-cc-pace-partners-with-firm-advisors-for-libor-transition.html
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
governance issues.
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
competitiveness.
https://ccpace.com/libor/
Dec 2019 -- Our partnership with Pendo Systems https://www.prnewswire.com/news-releases/pendo-systems-announces-a-new-strategic-partnership-with-firm-advisors-300975933.html
FIRM Advisors and Pendo Systems have created a strategic partnership to
provide integrated capital markets and operational expertise with innovative
technology solutions for rapidly assessing and remediating financial and
legal document exposures and risks related to the LIBOR Transition.
Pendo Systems: State-of-the-art machine learning platform fueling the 4th Industrial
revolution by "reading, indexing, re-papering" unstructured documents, agreements,
contracts, and instruments and converting directly in the systems-of-record at machine
scale and speed, for more than 3 years.
https://pendosystems.com/
June 2018 -- FIRM Advisors' join Mortgage Bankers Association to Teach SOMB Classes
FIRM Advisors teach the Mortgage Bankers Association's "School of Mortgage
Banking" classes that result in professional certifications by the MBA.
NEWS
1. 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"
2. White paper on LIBOR Transition: Awareness, Assessment, Strategy, Implementation, Transformation, Support
Contact Us
1934 Old Gallows Road,
Suite 350, Tysons Corner
Virginia 22182
TEL:
703-622-1432
MAIL: