Zack Michaelson Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Legal expert witness for litigation, criminal cases, arbitration, and dispute resolutions, with Federal Court testifying experience at trial. Also providing expert consulting to investment banks, asset managers, strategy and management consultants, specialty finance companies, private equity, governments, and non-profits. Areas focus include financial markets, macroeconomics, clean energy finance, blockchain and DLT, machine learning, fixed income and bond markets, monetary economics and inflation, portfolio management, proprietary trading, quantitative systems, risk management, hedging, strategy replication, derivatives and exotics, and hedge funds, mutual funds, and ETFs.

New York, Ny, Us

Teaching courses in:• Fixed Income Portfolio Management• Hedge Fund Strategies• Pricing Options & Exotics• Futures & Options Trading• Operations & Due Diligence• Investment Banking• Neuroeconomics & Neurofinance• Behavioral Corporate Finance• Fundamentals of Risk ManagementLead efforts to create the Professional Certificates:• Fixed Income Portfolio Management• Behavioral Economics & FinanceCreating the Online & Distance Learning Program for the Finance Dept.

Jersey City, New Jersey, Us

• Charge-Zero develops specialty finance and project management solutions for the installation of solar powered electric vehicle charging stations• Developing tax equity financing structures, sourcing investments from institutional partners, developing all financial accounting models for the business and special purpose entities, managing legal workflow, explaining financial structures and benefits to prospective clients

Boston, Massachusetts, Us

Leading Emerging Technologies for Financial Services, including:• Artificial Intelligence & Machine Learning, particularly GenAI• Distributed ledger technology (DLT), Digital Assets, Smart contracts, Blockchain• Alternative Investments• Capital Markets and Prime Finance• Risk ManagementCreating proprietary IP in AI/ML, BlockchainDeveloping practice strategyBusiness development and partnershipsServing as a Subject Matter Expert (SME)

New York, New York, Us

• Fixed Income Prime Brokerage• Machine learning based risk models• DLT solutions for operations• Exotic Derivatives• Risk Management• Counterparty Risk

New York, Ny, Us

Teaching courses in Behavioral Economics and Finance

Chevy Chase, Maryland, Us

• Portfolio Manager for the global macro hedge fund / CTA manager• Developed machine learning futures trading strategies driven by macroeconomic inputs and models• Engineered approach for statistical validation and low correlation to other investments

Zurich, Ch

• Analytical Research is an advisor to pensions, managing their hedge fund portfolios• Writing hedge fund research for client advisory• Writing company white papers• Producing quantitative algorithms• Developing firm marketing materials• Strategic advisory• Macro / investing environment consultation

Zurich, Ch

• Analytical Research is an advisor to pensions, managing their hedge fund portfolios• Served as the Managing Director of the firm through a period of management transition• Managed the global staff of two dozen employees across the four business units: research, due diligence, middle office, and technology• Developed proposals for clients on new hedge fund investments and portfolio rebalancing• Designed and implemented company improvements in reporting processes and technology• Produced original macro and quantitative research for clients on portfolio optimization and future prospects for the global economy and markets

• Portfolio Manager for a global macro hedge fund / managed accounts manager• The Orthogonal Financial Global Macro Fund and Managed Account Strategy uses a disciplined, machine learning, rules-based approach to artificial intelligence, to exploit patterns, institutional behavior, and supply / demand changes across asset classes in different macroeconomic environments• Engineered approach for statistical validation and low correlation to other investments

London, Greater London, Gb

• Elected by membership of over 350,000 members• “Responsible for developing, articulating and supporting the operational objectives of the organization”• “The Board establishes and revises the policies, goals and priorities of AIUSA and approves its budget. It is responsible for the organization’s financial health. The Board hires, supervises and evaluates the Executive Director, and works closely with the Executive Director to set clear, measurable goals and objectives for her/him.• Board Finance Committee: budget review and approval, investment policy, international financial policy, audit review, risk management, corporate social responsibility policy• Special Initiatives Fund: AI's "internal foundation", a grant issuing body for large member led actions• International Committee on Reserves Policy

Rowayton, Connecticut, Us

Multi-asset class absolute return portfolio manager with focus on international fixed income relative value

New York, New York, Us

Multi-asset class global macro absolute return portfolio manager with focus on international fixed income relative value, FX, and exotics

New York, Ny, Us

Multi-asset class proprietary trader, focusing on government bonds, interest rate swaps, options and exotics

Bachelor Of Science, Economics (Business)

Master'S Degree, Psychology

Doctorate, Business Economics

Education record