Real Estate/CMBS/Structured Finance Portfolio Manager/Trader/Banker
Contributor's Links: Thoughts on Markets and Economy

Malay Bansal is a capital markets professional with over 16 years of wide capital markets, commercial real estate, and structured finance experience.  He is a Managing Director at a New York based advisory firm working on structured finance, commercial real estate , clean energy, ... more

ALL CONTRIBUTIONS

EC One Lesson For Investors From Brexit And Trump Victory Missed By Most
One obvious point for investment managers to keep in mind is that those who dig into details, look for relevant data, and draw their own conclusions can still add significant value to the investment process.
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Review Of Risk Transfer Efforts By Freddie And Fannie, And A New Approach
The Treasury and the FHFA have urged the GSEs to transfer mortgage default risk to private investors. Fannie Mae and Freddie Mac have engaged in various risk transfer transactions to accomplish that goal.
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Using Information Momentum To Understand Markets & Economy
A simple concept that is useful in understanding some counter-intuitive phenomena in markets and economy, and looking ahead to the future.
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Why Have U.S. Interest Rates Defied Expectations And What Lies Ahead?
The overlooked reason behind the U.S. Treasury yield’s seemingly irrational behavior.
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What’s Ahead For US Interest Rates?
In early February, the U.S. Treasury made a statement that has not received much attention even though what it implies regarding their thoughts on the future demand for treasury securities (and hence yields) is very interesting.
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What’s Ahead For CMBS & Commercial Real Estate In 2013?
Why did CMBS perform well in 2012 and what lies ahead.
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Comments

Latest Comments
One Lesson For Investors From Brexit And Trump Victory Missed By Most
2 years ago

Experts were looking at not just the total but applying electoral college math to the polling results. And still them and almost everyone reached the wrong conclusion - that Hillary expected to be the next president. So, one point is to not just to look at the headlines but dig in to what the numbers represent - who wins popular vote is not what mattered but who won the Presidency. Point is subtle.

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STOCKS I FOLLOW

FMCC Freddie Mac
FNMA Fannie Mae
IEF iShares Lehman 7-10 Year Treasury Bond Fund
MSFT Microsoft Corporation

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Work Experience

Senior Portfolio Manager
BNY Mellon Investment Management
October 2014 - Present (4 years 8 months)

Working on the partnership with IH Capital where BNYM is providing balance sheet to build a CMBS business.

Senior Director, Multifamily
Freddie Mac
September 2012 - October 2014 (2 years 2 months)

• Responsible for the Loan Pricing team, which priced all multifamily loans we purchased and securitized in K deals ($26+ Bn/year), and the Structuring team, which performed all rate locks, structuring, hedging & analytical work.
• Types of loans included conventional multifamily, seniors housing, affordable, tax-exempt, mod-rehab, and revolving facilities.

Valuation Specialist - CMBS and CMO IO/PO & Derivatives
Bloomberg Valuations
March 2012 - September 2012 (7 months)

• Member of Securitized Products Valuations business. Split time between CMBS and CMO IO/PO & Derivatives groups.
• Review trades, offerings, & bid-lists everyday to approve for use in models for pricing of the entire universe.
• Develop & enhance pricing methodologies & models working with the Quant, R&D and Core product groups.

Education

Rutgers, The State University of New Jersey-Newark
MBA
Birla Institute of Technology and Science, Pilani
BS
Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani
MS
Economics
Birla Institute of Technology and Science, Pilani
MS
Economics

Publications

Thoughts on Markets and Economy
Malay Bansal