Team Mischler is honored that the California Municipal Treasurers Association (CMTA) invited our Director of Debt Capital Markets, Jason Klinghoffer, CFA, the creator of the portfolio MaxQ Analytics platform (and a US Marine Corps Veteran) to provide a special presentation, “Duration Optimization for Public Bond Portfolios” to municipal treasurers attending the CMTA 2022 Annual Conference in Newport Beach, CA.

Joining Jason at the first week of the May conference, veteran-owned Investment Bank Mischler Financial’s Senior Data Analyst Deependra Chaudhry demonstrated the MaxQ  “PEAR” (Portfolio Evaluation, Accounting, and Reporting) module to the conference attendees.

US Marine Corps Veteran and Mischler’s Director of Debt Capital Markets Jason Klinghoffer, CFA (l), Senior Data Analyst Deependra Chaudhry (r)

As noted by Deependra Chaudry, “the MaxQ PEAR module provides a complete back-to-front and front-to-back solution by utilizing a “pie-based” approach, allowing for separate administration of tasks across cash and trade entry, accounting, transaction reconciliation, portfolio evaluation, and reporting. With features that include automatic security setup and transaction verification, PEAR makes managing the treasury investment process simple, seamless, and efficient from start to finish.”

Mischler Financial Group Inc. is the financial industry’s oldest diversity-certified broker-dealer owned and operated by service-disabled veterans. Diversity certifications include SDVOBE (Service-Disabled Veteran-Owned Business Enterprise) and MBE (Minority Business Enterprise)