- Negotiations – Dispute Resolution without Lawyers
- Derivatives and Credit Derivatives
- Opportunistic revenue strategies
- Global market growth trends
- Repairing the Damage of Fraud as a Business Model
- Investment strategies for 2011
- The state of global finance post melt-down & where we’re headed from here
Janet Tavakoli, MBA (finance), provides expert experience and knowledge about maximizing value in the capital markets in the face of complexity and uncertainty.
Tavakoli, derivatives and securities expert, providing expert experience and knowledge about maximizing value in the face of complexity and uncertainty.
Tavakoli provides expert consulting and expert witness work including exceptional quality expert report writing and crisp, persuasive testimony. Plaintiff engagements include Bank of America N.A. et al. v. Bartmann, JPM Chase, et al. Total claims in the consolidated litigation exceeded $1.2 billion. Engagements include representatives of plaintiffs or defendants depending on the issues.
Tavakoli pointed out grave flaws in the methodology for rating structured financial products, Structured Finance & Collateralized Debt Obligations, and Credit Derivatives.
Tavakoli was years ahead of the financial industry predicting lax underwriting, excessive leverage, and misrating of structured products would result in a global financial crisis.
The University of Chicago profiled her as “Structured Success,” and Business Week as “The Cassandra of Credit Derivatives.”
Tavakoli is frequently published and quoted in financial journals including The Wall Street Journal, The Financial Times, New York Times, The Economist, Business Week, Fortune, Global Risk Review, RISK, IDD, Chicago Tribune, Los Angeles Times, LIPPER HedgeWorld, Asset Securitization Report, Journal of Structured Finance, Investor Dealers’ Digest, International Securitization Report, Bloomberg News, Bloomberg Magazine, Credit, Derivatives Week, TheStreet.com, Finance World.
Frequent television appearances include CNN, CNBC, BNN, CBS Evening News, Bloomberg TV, First Business Morning News, Fox, ABC, and BBC.
Janet Tavakoli has many years of Wall Street experience in finance. Tavakoli has traded, structured and sold derivatives and structured products at major financial institutions in New York and London.
Tavakoli was the manager of financial strategic planning for two Fortune 500 companies.
She is a former adjunct associate professor of finance Graduate School of Business where she taught “Derivatives: Futures, Forwards, Options and Swaps”.
Janet Tavakoli is the former Executive Director, Head of Financial Engineering in the Global Financial Markets Division at Westdeutsche Landesbank in London.
She headed market risk management for the capital markets group for Bank One.
Tavakoli headed the asset swap trading desk at Merrill Lynch in New York, headed mortgage backed securities marketing for Merrill Lynch in New York, and headed mortgage backed securities marketing to Japanese clients for PaineWebber in New York.
She also worked for Bear Stearns heading marketing for quantitative research and for Goldman Sachs.
Tavakoli is a world renowned author on derivative products and securities and their risks and rewards.
She has appeared as an expert before forums of the International Monetary Fund, the Federal Reserve Bank, the Office of the Comptroller of the Currency, and the Securities and Exchange Commission.
During her career, she has been registered and licensed with the SFA, NASD, ASE, CBOE, NYSE, PSE, NFA and the series 7, 63 and 3.
Tavakoli provides expert experience and knowledge about maximizing value in the capital markets in the face of uncertainty.
Janet develops forward-looking strategies for clients considering mergers, sales, or acquisitions. Janet also provides strategies for credit derivatives, securitization, traditional derivatives, and portfolio restructuring.
Capital markets strategies assess market contraction and growth, growing investor sectors, comptetitive development, new products, and industry best practices.
Credit derivatives and total return swaps: special securitization issues
Special purpose entities (SPEs): venues, tax, accounting, documentation, disguised loans, money siphons, fraud, and other abuses
Designing fair value structures
Risks to the trading books and balance sheet
Downgrades and distressed CDOs
Leveraged Finance issues
Expanding trading counterparties and investors
Expanding and Streamlining Trading
Credit default swaps, total return swaps, and credit-linked notes
Pricing and market data
Market maker overview
Investor driven structures
Hedging credit risk
Balance sheet optimization
Language issues in various structures
Regulatory, total capital, legal, documentation, and market issues
U.S. versus Europe – cross border issues
Securitization, structured finance, and credit derivatives
Insurance versus credit derivatives
Total return swaps, financing and toxic convertibles
Hedge funds and alternative investors
Future developments in language issues
Portfolio swaps and synthetic collateralized debt obligations
Books by Janet Tavakoli, MBA (Finance)
- Dear Mr. Buffett
- Structured Finance & Collateralized Debt Obligations
- Credit Derivatives & Synthetic Structures