Services
Institutional Investors, Banks, Brokers, Fund Managers, Traders, and Corporations
- Sample Client Work
- Sample Client Work by Region
Africa/Middle East
Asia
Latin America/Caribbean
Europe/Central AsiaPublic Sector
Multilateral Agencies, Government Bodies, and NGOs
Services for Institutional Investors, Banks, Brokers, Fund Managers, Traders, and Corporations
Kleiman International offers in-depth evaluation of financial market development for emerging markets worldwide. The group provides independent analyses of economic, banking, financial institution, capital market, privatization, and sector trends. Through its wide range of public and private sector sources in each of the markets, the firm assists investors and executives in identifying and assessing financial services and investment opportunities and vehicles, and tracking developments. Kleiman provides market and instrument comparisons, and counsels clients on risk and opportunity associated with portfolio and direct investment, and trading and credit activity.
The group assists fund managers with strategic advice, investor identification, background documentation drafting, competitive assessments, and regular reporting that is disseminated to fund investors. The firm maintains regular contact with investors around the world to monitor concerns and track investment trends relating to the macro-economic, institutional, legal, and infrastructure environment.
General emerging markets analyses
- Emerging markets vulnerability covering full range of issues including carry trade unwinding, over-valuation, etc.
- History and impact of capital controls.
- African, Middle Eastern, and Central European capital market trends/forecasts.
- Growth of domestic institutional investors in emerging markets.
- Comparison of Baltic and Balkan economies/markets in 2007 with Asia in 1997.
- Development of and investor appetite for new instruments in emerging markets.
- “Islamic Finance: Evolution and Risk:” assessed individual country and global financial system risks from rapid industry development.
General emerging markets presentations/briefings
- Recent global financial services initiatives.
- Regular briefings on outlook for emerging stock markets for fund management firms.
- Technical workshop leader for emerging markets development program.
Analyses:
- Sub-Sahara Africa banking/capital markets and private equity investment opportunities.
- Middle East economic and financial market developments.
- Financial sector development issues in transition economies applicable to Iraq .
- Status of the banking and capital market environment in the SADC region and East Africa .
Presentations/Briefings
- Expert witness in London on Central African country debt payment capacity.
- Facilitated roundtable on “Emerging Market Credit Ratings” for Africa Capital Markets Conference.
- Private presentation on international investor interests/concerns about emerging markets in the Middle East and North Africa .
Analyses
- Vietnam 's financial sector development.
- India and Pakistan financial sector reforms.
- Evolution, status and outlook for Asia Bond Market Initiative.
- China 's Private Sector Vulnerabilities: a medium-term outlook.
- Evolution, status and outlook for development of Islamic finance in South East Asia .
- Outlook for Foreign Direct Investment in South East Asia .
Presentations/Briefings
- Debt management in a liberalized environment.
- Asia-Pacific capital market development.
- Foreign investor views of direct and portfolio investment environment in Indonesia.
Analyses
- Debt Restructuring in Ecuador : assessed the country's capacity to service external obligations.
- Argentina : economy and investment climate, overseas investor return to local debt market.
- Status and future outlook for economy and financial sector in Jamaica , Dominican Republic and Eastern Caribbean state following financial crises.
- Mexican non-bank financial institutions.
Presentations/Briefings
- Investment environment in Latin America : portfolio investor concerns.
- Outlook for Brazil 's economy and market performance.
- Caribbean integration potential.
Analyses
- “ Turkey 's Economic-Political Disconnect:” reviewed the political environment in advance of the election.
- Balkan EU Accession Progress.
- Russian Bond Market Development.
- Prospects for Employee Stock Ownership Plans in Central Europe .
Presentations/Briefings
- Balkan/Baltic economic and market outlook.
- Potential impact of Turkish elections on the markets and economy.
Services for Multilateral Agencies, Government Bodies, and NGOs
The principals of Kleiman International employ their vast knowledge of emerging market development – on topics such as economic policies, market access, operating requirements, and regulatory oversight for banks and capital markets – to assist institutions in financial market strengthening in emerging economies. The firm's experience with international investors is often tapped to guide markets in attracting foreign investors, and the principals frequently take part on market assessments, seminars, and conferences for public sector agencies in the US and abroad, and have completed assignments for international lending organizations in all developing regions.
Global
- Performed in-depth survey on impediments to financing with private sector investors for presentation at the Business Summit at the UN Financing for Development Summit in Monterrey , Mexico .
- Designed program and identified 40 speakers for the “Capital Market Development in Emerging and Transition Economic: Trends and Challenges” for US Agency for International Development.
- Prepared and presented lecture on “Emerging Securities Markets: Changing Criteria” for Washington International Trade Association.
- Participated in USAID internal seminar on Privatization and Capital Market Development.
Analyses and Technical Assistance
- Rwanda 's Financial Sector Development Plan for First Initiative: analysis and recommendations.
- Technical assistance to Malian public and private sector representatives to develop quality business plans and project proposals for Corporate Council on Africa Summit for USAID.
- Zambia 's Financial Sector Development Plan for First Initiative: analysis and recommendations.
- Status and development potential for 8-nation West African (UEMOA) zone debt market for International Finance Corporation.
- Assessment of cocoa sector reform program and development of alternative financing vehicles for Ghana for USAID.
- Comprehensive assessment of non-bank financial market development in the Central Africa Franc Zone and recommendations for assistance for World Bank.
- Assessment of Egypt 's capital markets and specific recommendations for USAID assistance.
- Evaluated debt management training programs for UNITAR which focused solely on the public sector and international debt markets.
- Research and analysis for mission on capital market development in Algeria for World Bank.
Presentations/Briefings/Conferences
- Developed program for private sector roundtable on attracting portfolio inflows to Africa for Africa Growth and Opportunity Act Private Sector Summit.
- Developed and organized “Central African Securities Market Development” workshop in Cameroon for World Bank/BEAC.
- Developed and taught a three-day regional workshops on “Raising Debt via the Private Sector” in Nairobi and Harare for UNITAR.
Analyses and Technical Assistance
- Impact of derivatives in emerging markets during Russian and Asian financial crises for World Bank's annual Global Development Finance.
- Asian Bond Market Study for World Bank: Tax and Singapore chapters; general country risk and emerging markets commentary.
Presentations/Briefings/Conferences
- Participated in World Bank/Asian Development Bank conference on “Private Capital Flows to Asian Markets.”
- Consulted with USAID on the Accelerating Economic Recovery Program in Asia initiative.
Analyses and Technical Assistance
- Impact of Panama 's Brady Plan/commercial bank debt restructuring for World Bank.
- Reviewed Dominican Republic 's draft capital markets law for the World Bank.
- “Foreign Bank Entry and Non-Bank Financial Institutions” for World Bank Annual Latin American/Caribbean Development Conference.
- Foreign institutional investment in Colombian securities markets in Latin American and Asian perspective, and recommendations for improving climate for World Bank/UNDP.
- Haitian financial sector and recommendations for support for Inter-American Development Bank.
- Caribbean Offshore Financial Services Study for World Bank.
Presentations/Briefings/Conferences
- Prepared and presented “Latin Local Bonds: Foreign Fund Managers New Focus” for Inter-American Development Bank's conference.
- “Latin Local Debt Market Development Progress: Implications for Costa Rica ” for local stock exchange/securities commission seminar.
- Speaker on asset and liabilities management and country risk assessment at UN Workshop on financial institutions and capital market development in the Caribbean.
Analyses and Technical Assistance
- Financial sector assessment and action plan for Brcko District , Bosnia and Herzegovina under the auspices of the UN Office of High Representative.
- Comprehensive financial sector profiles for Central Europe/Central Asia for World Bank.
- “Financial Sector Reform in the Smaller Transition Economies of Central Europe/Central Asia” published by World Bank's Economic Development Institute.
- Evaluated Romanian capital market development and assistance for USAID.
- Analysis of Poland 's capital markets and specific recommendations for modernization and internationalization for World Bank.
Presentations/Briefings/Conferences
- Planned a series of workshops and presented papers on Financial Sector Reform for Central European and Central Asian officials for World Bank/OECD.
- Presentation on international portfolio investor requirements in emerging markets for Croatian and international financial sector representatives for USAID.
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