Estella LLC

Providing Experienced Investment Management Solutions: Trading, Expert Witness, Best Execution, Audit, Risk, Compliance, and Technology. Jeff provides independent consulting and advisory services to the financial services and legal communities, 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. EXPERT WITNESS: Provide experienced Litigation Support services: consultation, assessment, report creation, deposition, testimony, and data analysis. 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. 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.