Sharing transaction pricing and structuring information in an organized and cooperative way to help keep our staff abreast of capital provider preferences, new financial products, and “hot money”.
State-of-the-art computer infrastructure and information management systems to organize and work with transaction records efficiently and safeguard confidential client data.
Utilizing and enhancing numerous proprietary templates we created in Excel (i) that model abstruse financial and mathematical concepts simply and understandably, and (ii) are used for transaction processing efficiency.
Brainstorming sessions for a few minutes at each staff meeting regarding transaction processing and efficiency.
Reading and discussing trade magazines and finance journals.