Recent Consulting, Professional & Community Services

National Association of Securities Dealers
Appointed to NASD-Regulation Bond Market Transparency Initiative. Responsible for designing and implementing studies to assess effects of new bond market transaction reporting system (TRACE), with I. Domowitz (Penn State) and E. Hotchkiss (Boston College).

Congressional Budget Office, U.S. Treasury, GAO, HUD
Have conducted and continue to investigate (for CBO) the potential impact to cost of funds for Fannie Mae, Freddie Mac, and the Federal Home Loan Banks in a fully privatized environment.

Anti Defamation League
Southwest Region

LJS Global Information Services Inc.
Advisor to LJS on construction of fixed income securities databases for distribution to academic and commercial users.

UBS Warburg.
UBS Warburg: Developed and delivered Fixed Income Training Program (2001, Zurich).

State of Arkansas, Attorney General's Office.
State of Arkansas, Attorney General's Office: Advised General Assembly on issues involving potential securitization of tobacco settlement funds. (2000)

The World Bank
Developed and maintained Fixed Income training program for the Financial Operations Division and the Economic Development Institute. Program presented to officers of the World Bank, International Monetary Fund, foreign Central Banks, and Ministries of Finance. This program has been offered at the Joint Vienna Institute (1995-1999).

Association for Investment Management and Research (AIMR)
Chief Consultant : post-CFA Fixed Income Specialization Program

Lehman Brothers
Member of Lehman Brothers Index Advisory Council (1997-1999)

Editorial Board
Real Estate Economics (Journal of the American Real Estate and Urban Economics Association).

Expert Witness and Consulting
On request.