


Dr. Marlene Puffer, Ph.D., 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, expert witness and litigation support, and academia. Recent projects focus on Liability Driven Investing (LDI), Govt of Canada bond issuance, the BCE Bondholder litigation and bond covenants, ABCP restructuring, and Canadian and US secondary mortgage markets.

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. She translates complex topics into plain language.

