JavaScript DHTML Drop Down Menu By Milonic

Kawaller & Company Services

Kawaller & Company provides a full range of services in connection with issues pertaining to strategic uses derivatives, with a recognized expertise in connection with accounting concerns. Capabilities include writing or revising hedge policies, preparing documentation pertaining to hedge relationships, devising hedge effectiveness testing methodologies; and performing hedge effectiveness tests in accordance with prescribed policies.

FAS 133 Documentation

Companies that use derivatives to manage interest rate, currency, or commodity risks typically appreciate the importance of qualifying for “special hedge accounting”; and proper hedge documentation is a prerequisite for this treatment. Inadequate or incomplete documentation could preclude applying or continuing hedge accounting -- or possibly precipitate the need for an earnings restatement. Kawaller & Company has extensive experience preparing of customized documentation that assures clients the greatest likelihood that hedge accounting can be applied without interruption.

Education and Training

In the course of Ira Kawaller’s 20+ years of experience, he has spoken before literally hundreds of groups and thousands of individuals. Content encompasses money and capital markets, foreign exchange, futures, options, and over-the counter derivatives. Kawaller has the capacity to make even the most arcane mathematical concepts intuitive and understandable. He offers formal presentations and workshop at public conferences (see Education) and also tailors proprietary programs to meet the particular needs of client companies.

Market Research and Technical writing

Kawaller & Company has served many futures exchanges, investment banking companies, and professional associations in preparing technical documentation for use in both internal and external communications. Experience includes writing brochures and supporting materials pertaining to trading and hedging strategies, devising surveys to assess market attitudes and inclinations, and analyzing the use of derivatives by publicly traded companies for purposes of assessing how well companies manage their exposures.

Valuation Services

Financial reporting (including FAS 133), litigation, loan applications, regulatory oversight, tax disputes, etc. often require firms value assets, securities, or derivative products that may not be actively traded. Kawaller & Company assists clients by developing proprietary spread sheet solutions and/or by referring these projects to associated companies/specialists with the required expertise to satisfy the needs of the client.

Expert witness testimony

Kawaller & Company is well suited to assist counsel in litigation, where the use of derivatives is at the core of the case. Kawaller has worked both as an expert witness and as a behind-the-scenes consultant during the initial stages of case preparation.

Join the Kawaller & Co List - Receive notice of new postings and critical information.

Kawaller & Co. and the Kawaller Fund | 162 State Street | Brooklyn, NY 11201
Phone: 718-694-6270 | Fax: 413-460-1819 | kawaller@kawaller.com

[HOME] [ABOUT] [ARTICLES] [LINKS] [FAS 133] [CONTACT] [EDUCATION] [KAWALLER FUND]