Blog: Page 39

“We Need to Fix the Plumbing”

Allan Grody is a man with a mission.  The fall-out from the financial meltdown has shone a light on many things that need fixing within the financial system, and of these, Grody is focusing on one especially leaky, corroded pipe.  Grody, president of Financial Intergroup, was addressing a GARP (Global Association of Risk Professionals) audience as the third of three panelists on “Modernizing Financial Risk Management:  The Changing Technology Paradigm” on May 22, 2012. Early in his presentation, Grody showed a complex summation diagram. Titled “Need to Fix the Plumbing,” it was a kind of map, one that deserves a place […]

Real-Time Risk Analytics, SAS Style

“Analysts in capital markets get pummeled with vast quantities of information,” said Jeff Hasmann, “sometimes receiving as many as twenty newsfeeds per day.  How are they to make sense of it all?”  Hasmann was the first of three panelists speaking at the Global Association of Risk Professionals (GARP) webinar, “Modernizing Financial Risk Management:  The Changing Technology Paradigm” on May 22, 2012. There is a push to modernize financial risk management from both above and below.  Besides handling information overload, Hasmann noted there are several reasons to modernize:   evolving regulations, improvements in efficiency to be gained, and needs for standardization. Hasmann, […]

Joost Driessen Discusses Liquidity Effects in Bonds

Put away the crossword and the sudoku:  it’s the “credit spread puzzle” that’s occupying some leading financial minds.  On May 3, 2012, Prof. Joost Driessen of Tilburg University spoke to a Global Association of Risk Professionals (GARP) webinar audience about recent work done by his research group to solve this puzzle. The term “credit spread puzzle” refers to the fact that credit spreads are much higher than can be justified by historical default losses.  A typical example Driessen cited was a long-term AA bond that had an expected default loss of 0.06% yet whose average credit spread, calculated using real-life data, was 1.18%.  More […]

Miriam Varadi Talks about Private Equity Firms in Canada

“A private equity firm breaks itself down into finders, minders, and grinders,” said Miriam Varadi at the April 26, 2012 seminar, “Private Equity:  The Colour And The Controversy” held at the new Adelaide Street offices of the CFA Toronto Society.  The “finders” look for quality buyout deals, the “minders” deal with the executives and sit on the board of the bought-out companies, and the “grinders” are, in her words, “essentially apprentice minders.” In 2006, Varadi found herself caught up in a dramatic scramble of the $52 billion buyout of Bell Canada Enterprise (BCE).  BCE had been mismanaged for years which was […]

Uncontrolled Risk

Uncontrolled Risk: The Lessons of Lehman Brothers and How Systemic Risk Can Still Bring Down the World Financial System by Mark T. Williams 220 pp., not including 27 pp of Appendix, Notes, and Index (Reprinted from The Analyst, March 2011 issue.) On September 15, 2008, the 158-year-old investment bank, Lehman Brothers, filed for bankruptcy, thereby unleashing a horde of systemic risk effects that continue to bedevil the financial system. In this recently-published investigation into how the collapse of one iconic institution contaminated an entire sector, Mark T. Williams draws some sobering lessons. In the 1990s, author Mark T. Williams worked […]

No One Would Listen

Book Review of: No One Would Listen: A True Financial Thriller by Harry Markopolos 376 pp., including three Appendices, Note on Sources, and Index (Reprinted from The Analyst, December 2010 issue.) In December 2008, Bernard Madoff confessed to running the world’s largest Ponzi scheme. This real-life thriller by Harry Markopolos details his five unsuccessful attempts to get the SEC to put a stop to a$65-billion investment fraud. Harry Markopolos spoke to the Toronto CFA Society about his experiences in September 2010. Early in his Wall Street career as a portfolio manager, Markopolos heard about a fund with an extraordinarily consistent […]