Economics and Finance

Finance can be broadly divided into three categories: Public finance, Corporate finance, Personal finance.

Samantha Kappagoda was Interviewed for an Article Voice of Experience in The Glass Hammer

Samantha Kappagoda was Interviewed for an Article “Voice of Experience” in The Glass Hammer

Samantha Kappagoda, Chief Economist at Risk Economics, was interviewed for an article entitled “Voice of Experience” in The Glass Hammer, an online community designed for women executives in financial services, law and business. The profile highlights Samantha Kappagoda’s career path and her activities in the areas of Science, Technology, Engineering and Mathematics (STEM).

Samantha Kappagoda was Interviewed for an Article Voice of Experience in The Glass Hammer

Samantha Kappagoda is Chief Economist and Co-founder of Risk Economics, a New York City based advisory firm that provides consulting services and research and development of rigorous analytics applied to large-scale, real-world modeling and surveillance for geopolitics and socioeconomics involving population, demographics and macroeconomics. Her areas of expertise include econometric time-series and longitudinal analyses of consumer behavior, labor supply, wealth and income distribution, housing, population and immigration, political risk and international trade, resource allocation, environment, health, aging and retirement, as well as currency, commodity and capital markets activity.

Samantha Kappagoda also co-advises research activities at RiskEcon® Lab for Decision Metrics @ Courant Institute of Mathematical Sciences NYU, and is Visiting Scholar at Courant Institute.

Samantha Kappagoda received an M.B.A. in Analytic Finance and Statistics from the University of Chicago Booth School of Business. She also holds an M.A. in Economics from the University of Toronto, and graduated with a B.Sc. (Honors) in Mathematics from Imperial College, London. Her biography has been published in the Marquis publications Who’s Who in AmericaWho’s Who in Finance and Business (formerly Finance and Industry), Who’s Who of Emerging Leaders, Who’s Who of American Women, and Canadian Who’s Who (University of Toronto Press). She was recently honored by the Girl Scouts of Greater New York as a Women of Distinction for her work in STEM.

Samantha Kappagoda was Honored by the Girl Scouts as a Woman of Distinction in STEM

Samantha Kappagoda was Honored by the Girl Scouts as a Woman of Distinction in STEM

Samantha Kappagoda was honored by the Girl Scouts of Greater New York (GSGNY) at their 21st Annual Women of Distinction Awards on October 29, 2013 at Cipriani in New York City. The Women of Distinction honorees were selected for outstanding achievement and leadership, serving as role models for young women and girls, and advancing the Girl Scouts’ mission of building girls with courage, confidence and character. Samantha Kappagoda was selected for her activities in the areas of STEM (Science, Technology, Engineering and Mathematics) during the course of her career.

Samantha Kappagoda was Honored by the Girl Scouts as a Woman of Distinction in STEM

Samantha Kappagoda is Chief Economist and Co-Founder of Risk Economics, a New York City based advisory firm that provides advisory services and research and development of rigorous analytics applied to large-scale, real-world modeling and surveillance for geopolitics and socioeconomics involving population, demographics and macroeconomics. Samantha Kappagoda’s areas of expertise include econometric time-series and longitudinal analyses of consumer behavior, labor supply, wealth and income distribution, housing, population and immigration, political risk and international trade, resource allocation, environment, health, aging and retirement, as well as currency, commodity and capital markets activity. She also co-advises research activities at RiskEcon® Lab for Decision Metrics @ Courant Institute for Mathematical Sciences, and is Visiting Scholar at Courant Institute of Mathematical Sciences at New York University (NYU).

Previously, Samantha Kappagoda was Senior Economist at Caxton Associates LP, a hedge fund established in 1983, investing in global fixed income, currencies, commodities and equities. She was a key member of Caxton Global, the firm’s flagship global macro fund, which, at its peak, had approximately $15 billion of assets under management. Samantha Kappagoda’s macroeconomic and demographic analytics and development of proprietary econometric models of markets and the global economy guided the firm’s senior decision makers during her 13 year tenure.

David K.A. Mordecai Participated on a Panel to Discuss the Application of Financial Techniques During the Financial Crisis

David K.A. Mordecai Participated on a Panel to Discuss the Application of Financial Techniques During the Financial Crisis

David K.A. Mordecai, President of Risk Economics, participated on a panel of experts to discuss the application of financial techniques during the financial crisis. The expert panel was part of a worldwide series of events organized by Directors Roundtable with Nobel Laureates in Economics. The event was titled A Dialogue with Nobel Laureate Harry Markowitz: Opportunities & Challenges in Applying Financial Techniques during an Investment Crisis. The event was held on September 25, 2013 at the Laurence & Lori Fink Center at the UCLA Anderson School of Management.

The Keynote Speaker was Harry Markowitz, 1990 Nobel Laureate in Economics and Principal of Harry Markowitz Company. Harry Markowitz was awarded the Nobel Prize in Economics (The Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel 1990) for his contribution to modern portfolio theory in the same year as Merton H. Miller, and William F. Sharpe.

Other panelists included:

David K.A. Mordecai’s comments corresponded to his Treasury Office of Financial Research co-authored working paper, and focused upon challenges in application of financial modeling and valuation techniques during the crisis.

Directors Roundtable

Dr. Mordecai is President of Risk Economics, an advisory firm that applies rigorous analytics to large-scale real world geopolitical and socioeconomic issues relating to demographics and macroeconomics. The firm’s expertise includes domains within finance, regulation, political risk, commerce and consumer behavior, labor, housing, immigration, global population, resource allocation environment, health and aging.

The Directors Roundtable program can be accessed here: https://www.directorsroundtable.com/wp-content/uploads/2015/02/DR-Exec-Summary-LA-Sept-2013.pdf

Samantha Kappagoda was Invited to Participate in the Judging Panel for the First Girl Scout Leadership Institute

Samantha Kappagoda was Invited to Participate in the Judging Panel for the First Girl Scout Leadership Institute

Samantha Kappagoda, Chief Economist of Risk Economics, was invited to participate in the judging panel for the first Girl Scout Leadership Institute (GSLI) on July 13, 2013 at the Athena Center at Barnard College.

The first part of the Leadership Institute is a 10-Day Summer Intensive focused on providing a transformative immersion into the world of ethical and effective entrepreneurship. The Summer Intensive was adapted from the Athena Center and Barnard College’s office of Pre-college Program’s Entrepreneurs in Training curriculum, and will kick off with a weekend at the Girl Scouts’ Camp Kaufmann followed by eight days on the Barnard College campus. Participants will be guided through the process of creating an idea for a socially responsible business.  Talented high school girls will work in small teams to develop their ventures through guided, experiential workshops.

Leadership

The Girl Scout participants will see the benefit of their new skills in action by visiting a local start-up, a venture fund, and a major corporation. At the end of the program, girls will have two opportunities to present their plans — once to their families and then as part of a “pitch session” to a panel of leaders from the local startup arena. Girls will see the benefit of their new skills in action by visiting a local start-up, a venture fund, and a major corporation. At the end of the program, girls will have two opportunities to present their plans — once to their families and then as part of a “pitch session” to a panel of leaders from the local startup arena.

The Girl Scout Leadership Institute-NYC (GSLI-NYC), in partnership with Barnard College’s Athena Center for Leadership Studies, is a critically important next step to ensure girls gain and practice leadership skills, become active participants in driving systemic changes and reform in their communities and the world at large, and have significant access to successful female role models. GSLI-NYC was launched as a pilot program for a diverse group of 50 high school girls from the five boroughs of New York City in 2013, and ultimately engage 150 young women annually to participate in a comprehensive leadership program.

Samantha Kappagoda is Chief Economist and Co-founder of Risk Economics, a New York City based advisory firm. She provides advisory services as well as research and development (R&D) of rigorous analytics with applications to large-scale, real-world modeling and surveillance of global macroeconomic trends, socioeconomics, demographics and geopolitics.

As lead for the Risk Economics® macroeconomic and portfolio strategy advisory practice, Samantha Kappagoda’s areas of expertise include currency, fixed income, commodity and capital markets activity, as well as business cycle dynamics, econometric time-series and longitudinal analyses of consumer behavior, labor markets, wealth and income distribution, housing, population and immigration, political risk and international trade, resource allocation, environment, health, aging and retirement.

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David K.A. Mordecai Advised Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC and its Client, The Anschutz Corporation, in a Multi-Million Dollar Securities Dispute

David K.A. Mordecai, President of Risk Economics® and Compass Lexecon affiliate, advised Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC and its client, The Anschutz Corporation, in a multi-million dollar securities dispute against a global banking institution and certain credit rating agencies. The dispute involved substantial investment losses related to a series of structured instruments which employed Auction Rate Securities to fund a complex structured transaction which involved Asset Swaps, Medium Term Notes, and Credit Linked Notes referencing the returns underlying a Leveraged Supersenior tranche of a CDS index.

Dr. Mordecai was assisted in his analysis by Compass Lexecon’s David Ross and Peter Clayburgh, as well as a support team which included George Hickey, Quinn Johnson, and Agustina Levy. The dispute was settled on favorable terms for the client.

David Mordecai is President and Co-Founder of Risk Economics®, a New York City based advisory firm. The Risk Economics® litigation advisory practice provides advisory services and testimonial expertise on complex issues related to financial instrument valuation models and frameworks, market and industry standards and practices for the financing, risk management, active trading, and hedging of OTC derivatives and structured products. Dr. Mordecai is Senior Advisor to and a Member of the Advisory Committee of Compass Lexecon.

As lead for the Risk Economics® litigation and arbitration advisory practice, David serves as an expert on loss causation and economic damages related to market structure, financial institutions governance, and complex issues related to finance, economics and market standards and practices within securities, derivatives, reinsurance, and commodities markets, as well as market structure within a broad range of non-financial industry sectors. His expertise includes industrial and financial engineering, the valuation of fixed income securities and structured products, including over-the-counter derivatives (in particular fixed income and credit derivatives), complex insurance and reinsurance liabilities, as well as asset liability and risk management models and practices. Having testified extensively at deposition, trial, arbitration and international arbitration, he has been admitted as an expert in federal, state and county courts, and cited favorably in court decisions.

See Compass Lexecon 2012 Newsletter.

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David K.A. Mordecai Advised a Consulting Firm in the Review of the Terms, Conditions, and Disposition of a Multi-Million Dollar Portfolio of Variable Universal Life Policies

David K.A. Mordecai, President of Risk Economics® and Compass Lexecon Affiliate, advised a consulting firm in the review of the terms, conditions, and disposition of a multi-million dollar portfolio of Variable Universal Life policies belonging to a client of the consulting firm. Dr. Mordecai, with modeling support from Michael Kwak, conducted a comparative scenario analysis of the cash flows underlying the policy investment performance and death benefits as loan collateral.

David K.A. Mordecai is President and Co-Founder of Risk Economics, a New York City based advisory firm, as well as Senior Advisor to and a Member of the Advisory Committee of Compass Lexecon. The Risk Economics® litigation advisory practice provides advisory services and testimonial expertise on complex issues related to financial instrument valuation models and frameworks, market and industry standards and practices for the financing, risk management, active trading, and hedging of OTC derivatives and structured products.

As lead for the Risk Economics® litigation and arbitration advisory practice, David Mordecai serves as an expert on loss causation and economic damages related to market structure, financial institutions governance, and complex issues related to finance, economics and market standards and practices within securities, derivatives, reinsurance, and commodities markets, as well as market structure within a broad range of non-financial industry sectors. His expertise includes industrial and financial engineering, the valuation of fixed income securities and structured products, including over-the-counter derivatives (in particular fixed income and credit derivatives), complex insurance and reinsurance liabilities, as well as asset liability and risk management models and practices. Having testified extensively at deposition, trial, arbitration and international arbitration, he has been admitted as an expert in federal, state and county courts, and cited favorably in court decisions.

See Compass Lexecon 2012 Newsletter.