Ezra Zask

About Ezra Zask

Strategic consulting, business development, management, research, publication, and education at senior levels for 40 years in investment management, trading, derivatives, consulting, fundraising, M&A, and FinTech. Founded and managed an innovative hedge fund; managed hedge fund investment portfolios for banks, family offices, and fund of funds; conducted extensive hedge fund due diligence, and managed global, large-scale trading operations and strategic positions in currencies and interest rates for money center banks. started two financial technology companies in wealth management and investing; wrote three finance books for McGraw-Hill; taught at graduate schools at Yale, Princeton, and Fordham universities; founded and managed a successful consulting and expert witness firm; provided research, analysis, expert reports, and testimony for top law firms in over 20 cases involving Madoff, Lehman Brothers, Bear Stearns hedge funds, mortgage-backed securities, hedge fund, and derivatives. Expertise includes portfolio management; investment process; the decision-making process; behavioral finance; mutual funds; exchange-traded funds; ETFs; hedge funds; cryptocurrencies, risk management; RIA and broker/dealer compliance and regulations; macro-economic strategies; quantitative hedge fund strategies; research, writing, and presentations;

Experience

1. Founder and President

   Ezra Zask Research Associates

   Jan 2015 — Present · New York, NY, US

   EZRA provides bespoke research, analysis, and advisory services. Areas we cover include all aspects of investment management, alternative investments, wealth management, financial markets, FinTech, and general financial topics. Provided business development consulting and directly raised assets for six hedge funds; managed and advised on investment portfolios and asset allocation for high-net-worth individuals. I developed a risk management system for a cryptocurrency hedge fund based in Asia and conducted market research for an Indian FinTech Company to determine their U.S. strategy.

Education

• Princeton University

  B.A,, Political Economics, cum Lauide

  1968 — 1972

• Columbia University in the City of New York

  Master's degree; ABD, Finance, General

  1973 — 1975

• Columbia University

  M.A., M.Phil., Political Science, Economics

  1973 — 1975

• Princeton University

  Bachelor's degree, Political Economy, Graduated cum Laude

  1968 — 1972

• Princeton University

  B,A., Political Economy, cum Laude

  1968 — 1972

• Princeton University

  Bachelor's degree, Political Economics, cum Laude

  1968 — 1972