Belden Consulting
We provide consulting on two subjects- risk management and derivatives.
We stay focused. We here to provide consulting on risk and derivatives, and new products which use derivatives or products that help firms or their clients manage risk.
We will help design risk programs or help you implement programs recommended by others and we can provide an outside perspective on what is in place.
We also provide guidance on implementing new rules from regulators such as the SEC proposed derivative role.
Derivatives
We provide full review of derivative activities front office to back office to Management and Board reporting.
Board Member Education
Board members have diverse backgrounds- not everyone understands swaps,stress tests or value at risk. To help Board members that are not experienced in risk and derivatives, we provide confidential 1:1 or small group tutoring to help the member better execute their role.
We can schedule these to fit your schedule and can be provided by video or in person. We typically understand your firm's use of derivatives of reviewing public disclosures and we can sign non-disclosure agreements.
Short Notes
Thoughts on the future April 2020
Some thoughts on the future 1. Key man risk has moved further down in the organization. Risk managers historically would worry about having too many seniors managers on a…
April 28, 2020
The SEC's new Derivative Proposal and Stress Testing
In November 2019, the SEC again proposed a new rule covering the use of derivatives by mutual funds – including ETFs and closed-end funds. The SEC previously proposed a rule in…
January 14, 2020
MEET THE TEAM
Matt Halperin, CFA
Matt has over thirty years experience in risk and derivative markets.
Matt Halperin was the Independent Global Risk Officer and Senior Vice President for MFS Investment Management. Matt joined MFS in 2014. He has 30 experience in the investment industry. Matt served as the Risk Management Officer for MFS's Luxembourg funds where he provided risk updates at every Board meeting. He provided the US Funds Board with risk reporting on derivatives and liquidity risk.
At MFS, Matt's role was to independently measure, monitor and assess risks in investment activities using VaR, Liquidity risk, stress tests and other risk measurements making sure the tools, people and processes are in place to support the activities. He also managed the performance and attribution team. He joined MFS from TIAA-CREF, an $800bn asset manager and life insurance company. At TIAA-CREF, he was Head of Strategic and Product Risk and served on the Board of its subsidiary life insurer TCLife. Matt spent seven years in at Putnam Investments as Senior Vice President, where he served as Head of Derivative Strategy and Director of Alternative Investments. Other roles include six years as a portfolio manager specializing in derivatives and CMOs at Allstate Insurance, working as a futures and options broker and Matt was a risk manager at the Federal Reserve Bank of Boston.
Matt is also a co-founder of Act 2 Financial, LLC - a fintech startup that is a digital analytics platform that improves senior retirement outcomes by consolidating their digital data into one dashboard that can send alerts simplifying the management of data from multiple apps.
Matt is a frequent speaker at industry conferences, and has led industry discussions with the SEC on rulemaking issues,
Mr. Halperin holds an MBA in finance and a bachelor's degree in the History of Science from the University of Chicago as well as a CFA designation.
CONTACT US
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Risk Quotes
Risk is like the brakes on a car- you can go faster and drive in challenging weather,
If all your trying to do is play gotcha risk management, you will loose.
Matt
