Consultation & Client Presentation Offerings

Consulting Services for Financial Institutions
•	Clients can benefit from the services offered by eBooleant Consulting, headed by Dr. Philip Fischer. Each service provides a forum for difficult and complex questions specific to the needs of the clients. These services include eBooleant participation in:
o	Client meetings with presentations on macro, micro, and fixed-income themes
o	Sales calls that are remote or in person
o	Outlook calls about where the markets are, and what the Fed is doing
o	Strategy sessions with clients on markets, finance, and AI

Thought Leadership
•	Clients need thought leadership in their trades. This is a key element in the securities industry and in the overall strategies of investors. It drives origination, sales, and trading. Macro to micro: taking geopolitical views to client portfolios is more important now than it has been in decades. eBooleant's seminars, presentations, calls, and gatherings are for:
o	Thought leadership with client groups
o	One-on-one presentations with clients
o	Economic outlook on markets and the Fed
o	Strategy sessions with clients

Publications with Insight
•	Clients rely on penetrating views of market trends and the factors driving them, not just general market reviews. Dr. Fischer’s distinguished career at major Wall Street banks encompassed widely read weekly reports and special studies on areas of the bond market.
o	Weekly reports
o	Special studies
o	Comments on strategic events

Reach Out 
Dr. Fischer is available for group and individual presentations and consulting about fintech, AI, and risk management as well as public policy. His presentations are a global and policy center view of investment opportunities and trends that impact institutional investors. 

High net-worth individuals, investment managers, banks, hedge funds, and family offices interested in presentations and consulting can contact Linda Purpura, linda@ebooleant.com

eBooleant Consulting LLC

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