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GEORGE
KEGLER

 

EXPERIENCE

A CAREER IN FINANCE

George Kegler brings a distinguished, multi-faceted background built upon four decades of experience as a manager and originator of capital markets funding and investment strategies.

His involvement with bringing efficiencies to debt markets through technological innovation lead to his abiding interest in how society in general, and education in particular, will be affected in the current era of the ‘fourth industrial revolution.’

Beyond his professional career, George has contributed to the subjects of capital markets, regulation, investment, education, and the impact of technology on society through lectures, published work, interviews and research. He is a 17-year resident of Dulwich, London. George is active in local charities and his church community. 

 

CV

Founder, CASSIAN MARKET CONSULTANTS | Philadelphia & London | 1998 — 2010 (Retired)

Advised institutional clients on a range of assignments including: Debt issuance methodology; Utilization of Internet based securities auctions; Statistical research on market liquidity; Securities marketing; Development of futures contracts; Development of Debt Auction Guidelines/Rules; Development of “WI” traded securities; Establishment of “Financial Education Program”; Specific debt market research projects; Investor reference guides to fixed income markets; U.S. Primary Dealers’ market procedure manuals.

Created presentations and workshops for clients including:
• Ministry of Finance of China : Senior Staff Seminar on Government Debt Trading
• Federal Reserve Bank of New York : Specialized Central Bankers Course on Portfolio Management
• Federal Reserve Bank of New York (Open Market Desk) : Internet Based Debt Auction Process
• International Pension Coordinators Annual Convention : Financial Education Programs

Executive Vice President, SANWA SECURITIES USA | New York, NY | 1994 — 1998

GSE/Money Market Product Group & Member of Executive Committee. Responsible for the firm’s trading and marketing of money market and Government Sponsored Enterprise (GSE) debt securities.

Senior Vice President, A.WEBSTER DOUGHERTY & CO. | Philadelphia, PA | 1984 — 1994

Manager Taxable Fixed Income

Vice President, MORGAN GUARANTY TRUST COMPANY | New York, NY | 1974 — 1984

Head Trader U.S. Treasury and Federal Agency Securities

Limited Partner, WALWYN, STODGELL & CO. INC. | Toronto, Canada | 1971 — 1974

Specialist E-5 (Honorary Discharge), UNITED STATES ARMY, ARMY MEDICAL CORPS. | 1969 — 1971

Education & Licenses

NASD | Series 63, 7, 24, 1974 - 1975

NEW SCHOOL FOR SOCIAL RESEARCH | Post-Baccalaureate, 1969

PENNSYLVANIA STATE UNIVERSITY | Bachelor of Arts, 1969

 
 

industry activities

Chairman & Co-Chair, BOND MARKET ASSOCIATION | Ad Hoc Committee on Fixed Income Derivative and Structured Securities

Chairman & Co-Chair, BOND MARKET ASSOCIATION | Federal Agency Committee

Expert Witness, “Public Access to Primary Dealer Brokers Market” | Joint panel held by GAO, SEC, the U.S. Treasury & the Federal Reserve to review the Government Securities Act of 1986

 

published works

“Chapter 9: Federal Agency Securities” co-written with Frank Fabozzi (updated 2008)

The Handbook of Financial Instruments (Wiley Finance, 2002)

An Investor’s Guide to GSE Debt Securities (The Bond Market Association, 2002)

“Evolving Market for Callable Agency Securities,” Reference Point (Freddie Mac, October 2001)

An Investor’s Guide to GSE Structured Securities (The Bond Market Association, 1998)