Markets Covered

BUSINESS, HOUSING & ECONOMICS

·         National/Local macroeconomics

·         Geospatial layers

·         Residential real estate

·         Fiscal & monetary policy

MORTGAGE & CONSUMER FINANCE

·         Lending/Servicering

·         Underwriting

·         Risk Management

·         Hedging and Asset/Liability Mgmt

STRUCTURED SECURITIES

·         US agency MBS & CMOs

·         Private label RMBS

·         Credit risk transfer (CRT)

·         Consumer ABS

·         Commercial MBS

US BONDS & INTEREST RATES

·         US Treasury Bills, Notes & Bonds

·         Treasury yield curve

·         Mortgage rates

EQUITIES & COMPANIES

·         Banks

·         Insurance Companies

·         Specialty Finance Lenders/Servicers

·         REITs

MISCELLANEOUS

·         Government Agencies

·         GSEs (FNMA & FHLMC)

Professional Services

MANAGEMENT CONSULTING
  • Strategic, operational, and execution consulting for both small businesses and large corporations, including business plans, process design, and market analysis.

PORTFOLIO MANAGEMENT ADVISORY
  •  Investment strategies, execution tactics, risk/reward profiling, asset selection, and performance measurement.

RESEARCH, MODELING & DATA ANALYSIS
  • Professional research and analysis capabilities for markets, companies, and investment assets utilizing both human intelligence and analytical techniques.

 
INDEXES AND BENCHMARKS
  • Commercial and custom fixed income and equity market index design and administration.

  • Company, process, credit, operational and optimization benchmark design and administration.

ENTERPRISE & CREDIT RISK MANAGEMENT
  • Comprehensive risk management assessment and recommendations including policy development and identification/quantification of financial/operational risks.​

COMPANY/EQUITY EVALUATION

  • MF&Co Proprietary Analytic Framework

    • Stage 1: FLO™ Mapping (Schematic Model Creation):

      • Financial

      • Legal

      • Operational

    • Stage 2: LEVERS™ Analysis (Business/Investment Decomposition Analysis):

      • Liquidity

      • Efficiency

      • Volatility

      • Elasticity

      • Repeatability

      • Solvency

    • Stage 3: BIO Metrics™ Results (Evaluation Measuring):

      • Benchmarking

      • Indexing

      • Optimization

EXECUTIVE BOARD/EXPERT WITNESS SERVICES
  • Subject matter expert advisory.

  • "War room" services.

  • Case research and evaluation, deposition, and court appearance services. 

© 2020 Mark Fontanilla & Co., LLC