Bernard Madoff Case Study

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The Bernard Madoff case focused on how Madoff had fooled his investors by paying them high returns out of their own money or that of other investors and didn’t engage in any effective activity to create a profit. Madoff had founded his firm, Bernard Madoff Investment Securities (BMIS), in 1960 with his savings from his lifeguarding career and borrowings from his father-in-law. Madoff’s firm continued to grow and had grown a reputation on Wall Street. Most of the major positions in his company were occupied by family members and his auditing was done by an unknown accounting firm which only had three staff members. Bernard Madoff was in charge of all major roles – he was the real sole decision-maker, the transaction executer, the assets manager, …show more content…

Madoff built a certain level of trust with his investors in which they trusted him based off testimonies of his achievements, relationships, and reputation. Madoff operated a Ponzi scheme under BMIS and was taking clients assets, transferring to his own accounts, and making fictitious statements to hide the truth. He would then use recently acquired capital from other investors when clients wanted to withdraw funds. This is how Madoff ended up pulling off the Ponzi scheme until investors wanted their money leading up to the Global Financial Crisis.

Who was (were) the individual(s) and company(ies) involved?

Primarily it was just Bernie Madoff who was involved as he claimed that he acted alone. The company involved was his own company, Bernard Madoff Investment Securities (BMIS). Victims of the stock and securities fraud which Madoff committed were large investment and asset management corporations, charities, universities, and even celebrities. Investigators had looked for others involved in the scheme and came up with a list of co-conspirators which included employees from Madoff’s firm, companies overseas, and close friends and relatives to …show more content…

(Romero, 2010) His criminal case was known as U.S.A v Madoff and he was charged with securities fraud, investment advisor trust fraud, mail fraud, wire fraud, money laundering, false statements, perjury, making false filings with the SEC, and theft from an employee benefit plan. Judge Chin ordered Madoff to pay $17 billion in restitution and his family was forced to give up all their assets. At his sentencing, Madoff apologized to his victims by saying, “I have left a legacy of shame, as some of my victims have pointed out, to my family and my grandchildren. This is something I will live in for the rest of my life. I’m sorry… I know that doesn’t help you.” (Zambito, Martinez, & Siemaszko,

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