Our goal is to help you build your own investing tool kit with convertibles and related assets. Most investors overlook and do not understand convertibles. This is a shame, because convertibles frequently offer precisely the blend of current income, downside protection and upside participation most people are seeking. We work with clients to help them understand how convertibles are traded and priced. We review clients’ existing holdings and make recommendations based on the clients’ own security selections, views on possible outcomes and desired holding period. We also suggest other convertibles with particularly attractive characteristics. We look forward to helping you use convertibles to get the most out of the money you are investing and the research you are already doing.

"Hillside Advisors LLC helps institutional and individual investors use convertible securities to
improve the risk/reward profiles of their portfolios."

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Co-managed convertible arbitrage fund. Frequently presented at hedge-fund industry conferences.

Taught (with Sky Lucas) residential-college seminar "Market Psychology and the Truth About Derivatives." Course was designed to educate liberal-arts undergraduates about derivatives and other Wall Street topics. My goal was to teach future policy makers how to think for themselves about finance so that they would not necessarily believe what they read in the newspapers.

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