Adnan Bizri Email & Phone Number

An investment professional with solid academic background in finance, and more than 10 years of technical experience in the financial services and investment industry. Core Competencies include: Financial Modelling:• Developed financial models that derived quantitative risk metrics that presented the impact of interest rate and volatility shocks on the Fannie Mae’s asset, debt, and derivative portfolio. I also developed a SAS based model to value Freddie Mac’s loan portfolio of (~10 million loans) based on a distressed scenarios. In addition, I developed Discounted Cashflow (DCF) models value commercial real estate investments and various trust funds based on market inputs, investment methodologies, and relative assumptions.Asset Management & Valuation:• Valued level I, II, and III or hard to value (HTV) securities/asset classes captured in pension plans such as money market funds, equities, fixed income, closed and open end funds, derivatives (SWAPS and currency forwards), hedge funds, private equity, and insurance contracts. Valuation was performed using a combination of industry wide tools such as Bloomberg, S&P Capital IQ, and internally developed models. Structured Fixed Income Products:• Analyzed and structured various fixed income products such as Mortgage Backed Securities (MBS), Real Estate Mortgage Investment Conduits (REMICS) and Mortgage Revenue Bond Unwinds (MRBs) that improved the company’s profitability, liquidity, and risk position.Leadership and issue resolution:• Led various projects and managed processes that involved resolving deficiencies in financial models utilized by Fannie Mae’s capital markets divisions, and by Freddie Mac’s credit loan loss reserve team. I have also led discussions and facilitated resolution of valuation issues of complex securities such structured fixed income products, commercial real estate, and fund of funds.

Listed skills include Capital Markets, Analytics, Valuation, Credit Risk, and 18 others.