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CMA is excited to welcome Diane Gabriel to our team as our Executive Director of Wealth Management Recruiting and Senior Business Development & Talent Acquisition Specialist. Diane has over 40 years of experience in Wealth Management. She has worked at Wells Fargo Advisors and predecessor firms, and most recently as the Director of Financial Advisor Recruiting… Read More »
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CMA is thrilled to announce that both David Carle of CMA and Nexus FrontierTech, as well as Danny Goh of Nexus will be speaking at Reuters Events: Future of Insurance Canada 2024 conference. Join them and 300+ of Canada’s insurance leaders as we gather to shape the future of our industry. This event is a unique… Read More »
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The transition from LIBOR to the Fed-published Secured Overnight Financing Rate (SOFR) or possible alternatives is motivated in large part by the mandated cessation of LIBOR publication. The transition has engendered major operational initiatives across a wide spectrum of affected banks and other financial institutions. LIBOR has been so thoroughly embedded that legally imposed limits… Read More »
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Building on the success of our first FRTB roundtable discussion held on December 9, 2020, we are offering a very select group of bank dealers the opportunity to explore in greater detail the impact of FRTB on their operations, finance, technology, and overall business model. The pressure to complete external and internal readiness assessment is… Read More »
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FRTB will be far more challenging than traditional risk capital regulations due to the lack of regulatory clarity over the boundaries between banking and trading book, the need for consistency across risk data sources, data modellability to prepare for complex risk calculations, and new governance to address changes in data structures and technology infrastructure. In… Read More »
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CMA’s Steven Goune was featured in the Fin Ops Report’s November 16th article on the challenges of customer account data management issues. The article also highlights CMA’s unique and efficient Data Services Utility tool to help firms become CAT-CAIS compliant in weeks, rather than rather than months or longer! Check out the full article here: https://finopsinfo.com/regulations/finras-cat-customer-account-data-management-challenge/… Read More »
CMA is a results-oriented professional boutique-consulting firm with a specialized focus in capital markets. Our resources are highly experienced, averaging over 10 years of experience in financial services working at the major financial institutions. CMA resources bring a broad set of tools and market knowledge to firms and situations that need to be addressed with confidence in execution as well as expeditious delivery.
Values and Mission
Clients First – At CMA, Clients First means delivering results, keeping our clients’ best interests to heart, and delivering on our promises. We strive to develop long-term partnerships with our clients and as such provide a high-impact, collaborative approach. CMA brings the best of our team to every engagement to ensure our clients’ visions are achieved.
Proven Industry Experience – Our team is comprised of senior-level financial services professionals and process experts. Our objective is to address each client’s challenges, provide comprehensive advisory services and strive to deliver results. All of our professionals have significant experience in strategy, transactions, implementation, business, technology and operations.
Collaborative Work Approach – CMA works collaboratively with our clients, our clients’ vendors, and our clients’ partners. We work in close coordination at all levels of the organization and strive to ensure that our expertise and knowledge are transferred for ongoing use.
Bloomberg Markets
- Holcim Considers Dual Listing of $30 Billion US Business October 15, 2024Swiss construction company Holcim Ltd. is considering a dual US and Swiss listing of its North American unit, according to people familiar with the matter.
- Donald Trump Talks With Bloomberg News October 15, 2024
- Deutsche Bank Hires UBS’s Aly Alibhai to Lead North American M&A October 15, 2024Deutsche Bank AG has hired UBS Group AG media and entertainment banker Aly Alibhai as head of North American mergers and acquisitions, according to people with knowledge of the matter.
- Argentina Rejected by UK Supreme Court in $1.5 Billion Bond Case October 15, 2024Argentina lost a bid at the UK Supreme Court to hear its appeal on a ruling that would force the South American nation to pay $1.5 billion in damages to holders of the country’s growth-linked bonds.
- Banks Launch $3.3 Billion Loan Package for R1 RCM’s Buyout October 15, 2024A group of banks led by Deutsche Bank AG launched a $3.3 billion leveraged loan package on Tuesday to help finance the buyout of hospital billing and payment company R1 RCM Inc.
Bloomberg Business News
- The Problem With Trump's Hard-Line on Tariffs October 15, 2024Jennifer Lawless, professor of politics and public policy at the University of Virginia, explains why she sees a downside to former President Donald Trump's economic proposals, particularly those centered around tariffs. Professor Lawless speaks with Tom Keene and Paul Sweeney on Bloomberg Radio. Get more on the Bloomberg Surveillance Podcast: Apple: http://bit.ly/3OPtReI Spotify: http://bit.ly/42xmHPz Anywhere: […]
- Bloomberg Talks: San Antonio Mayor (Podcast) October 15, 2024Source: Bloomberg, 7:16
- Why Lebanon Poses a Different Challenge Than Gaza October 15, 2024Retired US Army Brigadier General Mark Kimmitt discusses the strategic nuances of Israel's ongoing conflicts with Hamas in Gaza and with Iran-backed Hezbollah forces inside of Lebanon. Brig. General Kimmitt speaks with Tom Keene and Paul Sweeney on Bloomberg Radio. Get more on the Bloomberg Surveillance Podcast: Apple: http://bit.ly/3OPtReI Spotify: http://bit.ly/42xmHPz Anywhere: http://bit.ly/3oOD8ZH (Source: Bloomberg)
Financial Times
- Boeing to raise up to $25bn to shore up balance sheet October 15, 2024Plane maker also enters into $10bn credit agreement with lenders
- Rachel Reeves should not appease bond market vigilantes October 15, 2024In preparing her inaugural Budget, she would do well to ignore advice from market sages
- Sustainable fund specialist Robeco launches first ETFs October 15, 2024The Dutch asset manager joins growing number of active managers to enter exchange traded fund industry
- The great British gilt tilt October 15, 2024Be not afeard
- Insurers embrace climate change investments as catastrophe costs mount October 15, 2024Industry adopts low-carbon goals it once shunned as natural disaster losses exceed $100bn a year
CNN Money Markets
- Premarket: 7 things to know before the bell October 4, 2018Read full story for latest details.
- Why it's time for investors to go on defense October 4, 2018Howard Marks, co-chairman of Oaktree Capital, explains why investors should start treading lightly.
- Barnes & Noble stock soars 20% as it explores a sale October 3, 2018Barnes & Noble jumped more than 20% after it said it would review a sale of the troubled company.
- Aston Martin falls 5% in London IPO October 3, 2018Aston Martin is joining the ranks of listed automakers with an IPO that values the British company at more than $5 billion.
- Honda teams up with GM on self-driving cars October 3, 2018Read full story for latest details.
- Toys 'R' Us brand may be brought back to life October 3, 2018Bankrupt toy retailer tells bankruptcy court it is looking at possibly reviving the Toys 'R' Us and Babies 'R' Us brands.
- Tencent Music plans to go public on US exchange October 3, 2018It dominates the music streaming market in China through its QQ Music, KuGou and Kuwo platforms.
