Fiduciary Oversight Services

Murray Analytics professionals have been selected to serve in a variety of fiduciary capacities, including court-appointed monitorships or receiverships, independent directorships, oversight of liquidating/litigation trusts, interim management, or as advisor to a trustee or receiver. Our cross-disciplinary capabilities uniquely position us to add value as a fiduciary. Marti P. Murray is a full member of the National Association of Federal Equity Receivers (NAFER).

Selected Fiduciary Oversight Case Studies

atlantic asset management

  • Appointed by Hon. William H. Pauley III, United States District Court, Southern District of New York, as Independent Monitor and subsequently Receiver of Atlantic Asset Management, a registered investment advisor with approximately $1.4bn in assets under management specializing in fixed income investment strategies.

  • AAM is the subject of an SEC enforcement action alleging fraud.

  • Oversaw and actively managed AAM, including winding down the firm and multiple investment vehicles, valuing esoteric investments, and pursuing causes of action to benefit the estate

  • Evaluated and pursued recovery actions and asset dispositions

  • Coordinated activities with firm clients, service providers, and sub-advisers

  • Served as a co-proponent with the SEC for a proposed Plan of Distribution

pimco

  • Nominated by Brigade Capital to serve on the Board of Directors of PIMCO Income Strategy Fund and PIMCO Income Strategy Fund II, where Brigade held an investment in Auction-Rate Preferred Stock

  • Recommended by Institutional Shareholder Services, Inc. (ISS) and elected to the boards of both funds

People's choice tv corp.

  • Selected by a leading private equity firm to manage an investment that they were required to divest for regulatory reasons

  • Successfully sold the asset, which had no ascribed value, for approximately $15mm