Advise and design advanced strategies for liquidity, risk management, diversification. These include derivative based over-write strategies, hedging, stock lending, exchange funds and investible indices. ■ Managed Special Equities Trading Desk for Control and Restricted Stock and 10b5-1 Trading Plans. ■ Supervise the design of trading strategies and modeling for concentrated stock positions and equity compensation. ■ Advise on wealth transfer strategies, including philanthropic trusts.Expert on transactions related to Rule 144, Rule 145, Rule 701, Reg-S, Section 16, Section 13. Expert on securities regulations and tax implications related to executive compensation, mergers, and initial public offerings.Lectured in the U.S. for the National Association of Stock Plan Professions, the Global Equity Organization. A guest speaker at University of Colorado - Boulder, William Paterson University and New York Law School. Lectured to attorneys and accountants concerning acquisitions of British firms by American corporations.Specialties: Securities and tax law