Dr. Fidelio Tata

Freier Sachverständiger für Wertpapiere und Derivate

Kontakt

Tel. +49 151 64419612
FAX +49 30 22326737‬

gutachter@fideliotata.com

www.fideliotata.com

Leistungen

Privatgutachten

Fachliche Beratung

Referenzgutachten (auf Anfrage)

2020

Möglichkeit zur Einstufung von Natural Language Generation-basierten Wertpapieranalysen als gering­fügige nichtmonetäre Vorteile gem. § 64 Abs. 7 WpHG, sofern diese von Wertpapierdienst­leistungs­unter­nehmen bezogen wurden, welche Finanzportfolioverwaltung erbringen

2020

CVA/XVA Effects During the COVID-19 Pandemic

Beruflicher Werdegang

Seit 2017

Gastprofessor für Finanzwissenschaft
Hochschule für Wirtschaft und Recht (Berlin)

2015 - 2016

Lehrbeauftragter
Hochschule für Wirtschaft und Recht (Berlin)

2013 - 2017

Unternehmensberater
zeb consulting (Berlin)

2010 - 2012

Leiter der US Zinsstrategiegruppe
Societe Generale (New York)

2006 - 2010

Leiter Derivatestrategie
RBS (Stamford, CT)

2004 - 2005

Leiter Derivatestrategie
HSBC (New York)

1998 - 2004

Derivatestrategie
Credit Suisse (New York)

1995 - 1998

Derivate Handel, Verkauf und Training
JP Morgan (Zürich & New York)

Ausbildung

1993 - 1995

Harvard University & Universität St. Gallen | Promotion

1988 - 1992

Universität St. Gallen | Diplom Betriebswirtschaft (Lic. Oec. HSG)
New York University (NYU) Stern School | Austauschprogramm
London School of Economics and Political Science (LSE) | Austauschprogramm

Veröffentlichungen

2020

Corporate and Investment Banking: Preparing for a Career in Sales, Trading, and Research in Global Markets, Palgrave Macmillan (2020), ISBN 978-3030443405

2020

Correlation Risk in the Context of Market Turbulences During the COVID-19 Pandemic and BCBS Stress Testing Principles, Journal of Mathematical Finance, 10 (2020) No. 4, forthcoming

2020

Renaissance des Handels in der Krise?, die bank, 06/2020, 14-17

2019

Regulation, economies of scale and credit Ratings: A puzzle of declining market concentration in the OTC derivatives market, Finance Research Letters, 29 (2019), 292-296

2019

Price formation of FICC research following MiFID II unbundling rules, Journal of Financial Regulation and Compliance, 28(2019) No. 1, 97-113

2018

Kompensierende Wirkung zwischen Konditions- und Fristentransformationsmarge? Die Illusion im Bilanzstrukturmanagement, die bank, 07/2018, 34-35

Corporate and Investment Banking

Palgrave Macmillan

This book provides unique information to prepare graduates and newly hired corporate and investment banking professionals for a career in the global markets environment of large universal and international investment banks. It shows the interrelationship between the three specific business functions of sales, trading, and research, as well as the interaction with corporate and institutional clients. The book fills a gap in the available literature by linking financial market theory to the practical aspects of day-to-day operations on a trading floor and offers a taxonomy of the current banking business, providing an in-depth analysis of the main market participants in the global markets ecosystem. Engaging the reader with case studies, anecdotes, and industry color, the book addresses the risks and opportunities of the global markets business in today’s global financial markets both from a theoretical and from a practitioner’s perspective and focuses on the most important fixed-income financial instruments from a pricing, risk-management, and client-marketing perspective.

 

“Fidelio Tata's brilliant book offers an exceptionally comprehensive and absolutely relevant perspective on modern investment banking, and especially global markets. Anyone intrigued by the opportunities and dynamics in this space will enjoy reading Fidelio's book. It is a rare source of easy-to-understand, first-hand information and insights on how to successfully navigate and master the field. This book is a practical must-read!”

―Stephanino Isele, Executive Board member and Head of Institutionals & Multinationals, Zürcher Kantonalbank

IMPRESSUM

Dr. Fidelio Tata
Elisabethkirchstr. 2
10115 Berlin
Tel. +49 151 64419612
FAX +49 30 22326737‬
gutachter@fideliotata.com

USt-Id Nr. DE313212973

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