(Hedge Funds)
With over 20 years of trading experience on Wall Street, our lead capital markets consultant can help you build your firm’s trading desk from the ground up, or optimize your existing trading desk in order to take your existing “best execution” and “best practices” policies to the next level. Cargotts Consulting LLC provides expert testimony and consulting in the following areas for new, and existing, equity hedge fund trading desks:
Consulting
Expert Testimony
- Algorithmic Trading
- customizing & building execution algorithms
- understanding, choosing, and using sell-side algorithm offerings
- Best Execution
- defining it and achieving it
- Best Practices & Trading Desk Policies
- Broker Commission Budgets
- Designing An On-Line Sell-Side Broker Point System
- quantify the value you are getting from your brokers
- Client Due Diligence
- Electronic Trading
- review current rates and negotiate new/lower ones
- help choose trading software
- implement & integrate trading software
- beta test new strategies and software
- teach how to “work” your own orders on DMA (direct market access) software
- choosing third-party algorithms
- Managing The “Short Book”
- maximizing stock loan desk relationships
- monitoring borrow rates
- tracking short interest
- Order Management Systems (OMS)
- Choosing and implementing the right system for your firm
- How to use an OMS
- Program Trading
- discuss why you should bring program trading in-house/to your desktop
- choosing program trading software
- how to optimally execute program trades yourself using the latest technology
- Reviewing Existing & Past Budgets
- maximize your commission dollars spent vs. services and research received
- Risk Management
- Position sizing
- Liquidity
- VAR
- Soft Dollars
- review your current agreements, rates, and means by which they are accumulated
- Trade Error Policies
- review current policies and make recommended changes
- Trader Candidate Interviews
- conduct interviews with your potential hires to examine specific and critical trader knowledge
- prepare you for interviews with trader candidates so you know what specific and key questions to ask
- UCITS
- Compliance Rules
- Trading Rules
- How to setup a UCITS fund
- Block Trading
- Broker Relationships
- Broker Research
- Commission Mark-ups
- Crossing Networks
- Day Trading
- Determining Liquidity Of Investments/Positions
- Determining Risk Based On Liquidity
- Marking Up/Down Positions And Portfolios
- Penny Stocks
- Pink Sheets
- Short Selling
- Side Pockets & Gates
- Soft Dollaring
- Stock Price Manipulation
- Suitability Of Investments Based On Liquidity
- Trade Errors
To see how we can help you!