Testimonials from Associates and Clients

In addition to being a talented writer and editor, Bill is extremely hard-working and conscientious, and has consistently met our publishing deadlines. He has a broad and deep understanding of mortgages, MBS, and the financial markets. I value Bill’s opinion and advice highly, and have at times sought his opinion on investment decisions for my own portfolio.

Frank Fabozzi, Ph.D, CFA

Bill has a unique perspective and understanding of the financial markets, particularly with respect to developments in housing and mortgage finance.  People within Countrywide's trading operations always respected his nuts-and-bolts knowledge of trading and operations, and his ability to integrate the different threads of his experience to help them perform more effectively.

As Chief Economist for the capital markets unit of Toronto Dominion Bank, I continue to seek out Bill's opinions on market developments and trends, particularly on developments in mortgage finance and the housing market.  I strongly recommend Bill as an advisor to firms looking to expand or improve their operations.

Eric Green, Ph.D, Chief Economist, TD Securities USA

When we formed BOM Capital, Bill was a natural choice to use as a consultant to support our research and risk-management efforts. In addition to working with our internal personnel to undertake analysis and co-author research reports, Bill also created our Value-At-Risk reporting framework, and continues to run our VAR analysis on a daily basis. We highly recommend Bill Berliner as a consultant and advisor for firms looking to improve their investment management or mortgage lending operations, or that want to efficiently outsource its analytics and research.

Tad Dahlke, Hal Hermele, and Greg Jacobson, Managing Partners, Banc of Manhattan/Capital