Products

INVESTMENT MANAGEMENT PRODUCTS

- Open-end fund and closed-end fund development and launch.

- Exchange Traded Funds (ETF) and notes (ETN) strategy and product development

- Innovative investment strategies for new issuance - multi-strategy, momentum, risk-managed, commodity futures

- Tax-advantaged preferred stock

- Tax-advantaged open-end fund strategies

- Fundamental and factor-based index development.

- Convertible securities issued by closed-end funds

- Interest rate swaps as a hedging strategy for floating rate fund leverage.

BROKER / DEALER PRODUCTS

- New issue underwritings

- Repackaging of emerging market fixed income securities to gain arbitrage opportunities

- Synthetic convertible securities and enhanced yield securities without counterparty risk

- Securities which provide investors with multiple classes (tranches) of beneficial ownership in a single underlying security, basket or index

- DISCs (Divisional Investment Security Certificates) for corporate divisionalization by segment

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