Fixed Income Strategies
If you are caught in the current credit turmoil, accessing global bond, securitization or credit derivatives markets, or restructuring your portfolio or financing strategy,Twist Financial can design fixed income strategies to solve your complex problems.  We provide sound investment strategy, policy, and process recommendations and ensure successful implementation through effective internal and external marketing and education. We also offer expert witness and litigation support in all areas of fixed income, with expertise in coroporate bonds and derivatives, treasuries, securitization, mortgage and ABCP markets.

Depth and breadth of expertise

Dr. Marlene Puffer, CFA, Managing Director of Twist Financial, is well known and respected in the capital markets. She has 18 years of experience in fixed income, including portfolio management, client service and marketing, debt structuring, analytics, quantitative modeling, consulting, expert witness and litigation support, and academia. Recent projects focus on the Canadian ABCP restructuring process, secondary mortgage markets, corporate credit strategy, and securitization and expert witness testimony.


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Creative Practical Solutions & Customer Focused Approach
Marlene's unique combination of sophisticated financial market knowledge, business acumen, problem-solving capabilities, and communication skills bring creative and practical solutions to her clients' most complex financial challenges. She is equally comfortable communicating with CEOs and boards, as well as technical staff.


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Speaking Engagements, ARTICLES, and COMMUNITY INVOLVEMENT
Marlene is a sought-after presenter and lecturer, gives frequent speeches and has authored a number of articles. She is actively involved in professional associations and other volunteer activities.

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