Derivatives Adviser Tahoe Opening Office in Chicago

Fine, Jacob
February 2005
Bond Buyer;2/25/2005, Vol. 351 Issue 32078, p6
Trade Publication
The article reports that derivative adviser Tahoe Advisers LLC, an investment advisory firm that provides a unique derivative consulting service for high-net-worth investors with municipal bond portfolios, announced the opening of a Chicago, Illinois, office last month in a bid to capture the growing interest for such services. Tahoe, which is headquartered in Englewood Cliffs, New Jersey, has provided derivatives consulting services for borrowers and investors in other fixed-income asset classes, equities, and real estate since it was started two years ago. Tahoe has fewer than 25 clients for whom it has consulted on using derivatives to hedge the interest rate risk of their municipal bond portfolios, said Joel Tenner, who will head the new Chicago office.


Related Articles

  • DIRECTION OF INTEREST RATE MOVEMENTS AND INTEREST RATE TRENDS OF MEXICAN TREASURY SECURITIES. Samaniego-Alcántar, Ángel; Trejo-Pech, Carlos Omar; Mongrut-Montalvan, Samuel // Journal of International Finance & Economics;2009, Vol. 9 Issue 2, p91 

    This empirical study focuses on the short-end of the Mexican yield curve. Consistent with the fixed-income literature we show that three factors (level, steepness, and curvature) explain shocks on the short-end of the Mexican yield curve. Further, using principal component analysis, we provide...

  • "Cents"-ible Steps. Jones, Dan // PN;Aug2005, Vol. 59 Issue 8, p50 

    The article presents information about laddered portfolio approach. Adopting a laddered portfolio approach allows investors to minimize the interest rate risk associated with large, short-term, fixed income investments. In a nutshell, this strategy adopts a longer-range outlook and diversifies...

  • Vehicle choice drives returns.  // EuroProperty;2006, p52 

    The article focuses on the importance of structuring the right equity fund to suit investors' risk and return needs. According to Chris Jolly, managing director at Jones Lang LaSalle Corporate Finance, fund managers also have to make sure the tax structure is right and ensure the exit routes is...

  • Diversify, Diversify, Diversify. Boebel, Jerry // Point for Credit Union Research & Advice;2/1/2006, p13 

    The article refutes arguments against diversification of credit maturities in the U.S. Many credit union investors allocated all maturing monies to short, high-quality issues because the thinking was that rates could not go anywhere but up. But, keeping all cash flows in the zero to...

  • A RISK-RETURN APPROACH TO THE SELECTION OF OPTIMAL GOVERNMENT BOND PORTFOLIOS. Yawitz, Jess B.; Hempel, George H.; Marshall, William J. // Financial Management (1972);Autumn76, Vol. 5 Issue 3, p36 

    This article examines the efficiency of a risk-return model in determining optimal portfolios of government bonds. In order to devise a proper test of alternative methods of selecting government bonds, the actual return performances for portfolios that have approximately the same exposure to...

  • End to self-managed super boom predicted. Kelly, Ross // Money Management;6/16/2005, Vol. 19 Issue 21, p6 

    Reports on the declining credibility of the do-it-yourself investment strategies in the U.S. Volatility of the self-managed superannuation funds; Result of lack of experience and knowledge of investment market; Reliance on emotions and poorly timed market moves; Acquisition of underperformed...

  • Garrison Financial to Acquire Tahoe Advisers.  // Bond Buyer;5/11/2005, Vol. 352 Issue 32130, p30 

    The article reports that Fayetteville, Arkansas-based Garrison Financial Corp. announced plans late last month to acquire derivative consultancy Tahoe Advisers LLC in Englewood Cliffs, New Jersey. Garrison provides financial services to family offices, boutique investment managers, regional...

  • The Continued Attractions of STABLE VALUE.  // Pensions & Investments;5/12/2014, Vol. 42 Issue 10, p4 

    The article discusses the advantages of stable value funds and their attributes that make them attractive to plan sponsors and participants as of May 12, 2014. Topics include the proven consistency and reliability of stable value funds through good and bad markets, the higher yields offered...

  • Franklin Templeton Launches Two New Funds. McGuinness, Kevin // Plan Advisor News;2013, p29 

    The article reports on the two new fund launched by investment company Franklin Templeton, the Franklin Global Listed Infrastructure Fund and the Franklin Global Government Bond Fund. It mentions that the Franklin Global Listed Infrastructure Fund offers the company's investors with access to...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics