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RMKorkie & AssociatesConsultants in Financial & Quantitative Analysis"Independent Financial & Business Consultants with a Quantitative Orientation." |
CURRENT AND PREVIOUS PROJECTSFINANCIAL PORTFOLIO ANALYSES
Research
 Opinions to
clients on the applicability of selected
published financial research to portfolio
management
Working papers
and research on timely topics in Portfolio
Management
Expert reviews
for major financial journals
Evaluations of
client in-house research projects
Expert Advice in Legal Disputes
Advice on the
appropriateness of risk in clients’ portfolios
managed by major investment firms
Consultation
and expert testimony on inappropriate retail
credit charges to a client, resulting in
success at a lower court
Consultation
and expert testimony on Corporate Valuation,
resulting in a multi-million dollar
settlement
Evaluation of
the Appropriateness of certain derivative
securities in a client’s portfolio
Consultation
and expert testimony on insider trading
resulting in successful dismissal
Consultation
and expert testimony on an economic
damages/lost profits case
Consultation
and expert testimony in a portfolio
mis-management case
Asset Liability Modeling
Alternative
Asset Optimization study for a major pension
plan
General asset
allocation advice for a large institutional
portfolio
Asset
Liability Modeling for a large institutional
portfolio
Overseer for
third party major AL study
Manager and Portfolio Performance
Evaluation
Evaluation and
implementation advice regarding a major risk
modeling software system in a client’s
multibillion dollar AUM portfolio
Performance
analyses dealing with foreign currency, active
return and risk, attribution analysis, real
estate return computations, return and risk
contributions, risk budgeting, value-added,
and VaR
Design of a
state of the art desk-top stand alone
performance and risk measurement software
system
Evaluation of
a client’s professionally managed portfolio,
resulting in a significant revision in the
investment management firm’s statement of the
client’s return
Proper Return
Computations for Alternative Assets, Surplus
Returns, and Asset and Currency Overlays
Manager Selection and Contracting
Evaluation and
recommendations on the selection of small-cap
equity managers for a multimillion dollar
portfolio
Evaluation and
recommendations on the selection of large-cap
equity managers for a multimillion dollar
portfolio
Evaluation and
recommendations on the selection of enhanced
passive equity managers for a multimillion
dollar portfolio
Evaluation of
a manager’s fixed fee versus incentive
contracts for an actively managed portfolio
Portfolio Construction
Commodities
investment program design and structure
Active
currency overlay design and implementation
Hedging policy
design and structure
Alpha/Beta
issues in portfolio construction
VALUATION AND ISSUES IN CORPORATE FINANCE
Expert Advice in Legal Disputes
Financial
valuation of a privately held company and
expert testimony, resulting in a multimillion
dollar award to the client
Consultations and expert testimony on
the Sarbanes-Oxley act and its relation to
corporate governance
Numerous
Cases regarding the Mismanagement of
Investment Portfolios
Other
Private
sector real estate lease versus buy
analysis
Municipal
sector real estate lease versus buy
analysis
STATISTICAL ANALYSIS, FORECASTING, AND ECONOMETRIC MODELING Estimation of
wind energy capacity Forecasting study of
health care demands
DECISION AND STRATEGIC ANALYSIS,
NEGOTIATIONS AND COMPETITIVE BIDDING
Risk analysis of
the staging of a petrochemical plant
Bidding
strategy for auctions of electrical generating
capacity
Negotiating
Theory and Practical Applications for Business
Negotiations with Clients
PROFESSIONAL WORKSHOPS AND
PRESENTATIONS
The relation
between actual return, active return, and
benchmark return
Management and
supervisor training seminars for government
and corporate clients
Management
coaching
Short course
on statistical analysis for wind energy
studies
Short course
on time series analysis for utility demand
forecasting
OTHER
External reviews
and evaluations of University Business School
programs
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Contact Us Phone: (403)
675-7272
Email:
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Text Area - CURRENT AND PREVIOUS PROJECTS
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