Providing Experienced Personalized Consulting Solutions: Trading, Best Execution, Audit, Risk, Compliance, and Technology Jeff provides both independent consulting and advisory to the financial services community, leveraging his personal experience and industry expertise. ------------------- AREAS OF EXPERTISE & TYPICAL SERVICE OFFERINGS: TRADING DESK BENCHMARKING: Partner with the Chief Investment Officer and lead the evaluation of the current-state trading process from both the investment manager's and asset owner’s perspectives. Design and implement an alpha-generating trading environment. LITIGATION SUPPORT: Provide experienced Expert Witness services: consultation, reports, assessments, and testimony. INVESTMENT LIFECYCLE: Assess the end-to-end investment/trading/operations processes, controls, and technology to help identify opportunities for risk reduction, operational efficiencies, and improved client experience. OUTSOURCING: Synthesize a needs assessment and facilitate the outsourced provider selection process, contract negotiation, and implementation; Trading, Middle/Back Office, Technology, and Intelligent Automation. BEST EXECUTION: Maximize alpha retention by enhancing the current (or implementing a new) trading-analytics (TCA) partnership, data capture, and process strategy. MiFID II RESEARCH/EXECUTION UNBUNDLING: Implement a global, unbundled, transparent research payment strategy (hard-dollar P&L, RPA, or the preservation of 28(e) compliant commission usage) through a rigorous valuation of the investment research consumed and negotiation with the research providers. AUDIT, COMPLIANCE, GOVERNANCE: Partner with the Chief Audit Executive, Chief Risk Officer, and Chief Compliance Officer to instill a practitioner perspective into the end-to-end investment process (security selection, portfolio construction, trade execution, best execution analytics) and the design of policies, procedures, processes, and controls.