Matthew O'Grady Email and Phone Number
With over 29 years of fixed income experience, I am a Managing Director at KeyBanc Capital Markets, where I lead the high yield trading, underwriting, and sales for the project finance team. I specialize in senior living, healthcare, affordable housing, charter schools, human service providers, and nonprofit organizations, and I have a proven track record of delivering innovative and scalable solutions that meet their business and operational needs.As a Series 24, 53, and 7 certified professional, I have worked in sales, trading, underwriting, research, and portfolio management, and I have a unique skill set that allows me to streamline the process from identifying an opportunity to monetizing it in a meaningful and scalable fashion. I have worked on nearly 600 transactions, including start-ups, repositionings, and expansions, and I have extensive experience working within all agency programs involving senior living, healthcare, and housing. I have also built and maintained strong relationships with executive staff and board members across various sectors, and I have provided weekly written market commentary and portfolio analysis for real estate backed investments. As a team first kind of player my mission is to create value for my clients, partners, and stakeholders by leveraging my expertise and passion for project finance and capital formation.
Keybanc Capital Markets
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Managing DirectorKeybanc Capital Markets Apr 2018 - PresentCleveland, Oh, UsHigh Yield Trading, Underwriting and Sales -
Managing DirectorPiper Jaffray Aug 2014 - Apr 2018Minneapolis, Mn, UsHigh Yield trading, underwriting, and institutional sales. I expanded the revenue and capabilities of an existing team. With specific growth in senior living, structured products, and private placements. I served as the portfolio manager for a development fund for senior living projects. Successfully orchestrated the fourth largest hospital deal in HUD’s portfolio and the first ever for the firm. I incrementally grew the firms high yield trading revenue and presence through research based trading. I was also responsible for creating and fostering several buy-side relationships that prior to my arrival did not exist. -
Senior Vice PresidentBb&T Capital Markets Jun 2012 - Aug 2014Richmond, Va, UsI successfully grew revenue derived from the creation and sale of bonds for senior living and healthcare entities. This included several greenfield developments as well a large restructuring. -
Managing Director Group HeadRed Capital Group Jun 2011 - Jun 2012Columbus, Ohio, UsI successfully grew revenue derived from the sale and creation of bonds for senior living and healthcare entities. I worked with both for profit and not-for-profit borrowers. I also expanded their presence in HUD 223,232,242 loan programs and added to their correspondent relationships. -
Managing Director Group Head Sales, Trading And UnderwritingHerbert J Sims Feb 1997 - May 2011During my time at HJ Sims I served as the Head Trader, branch manager and Underwriter for the better part of ten years. I underwrote over 300 new issues, mostly in senior living. I served on the firm’s strategic planning committee during my tenure and contributed a significant amount of the content found on the sales and trading website, www.simsbonds.com. I coordinated the migration from paper tickets to a fully automated trading system when 15 minute reporting became a rule. I created and introduced Entrance Fee Principal Redemption Bonds (EFPRBs) which enabled borrowers to issue fixed rate debt instead of depending on letter of credit enhanced VRDNs.
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MemberRwj Hamilton 2007 - 2011I sat on the finance committee for the hospital. I contributed and raised money for the hospital’s foundation. I co-chaired their 5k run walk event Strides for Stroke for three years.
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Fixed Income Pricing AnalystPershing Oct 1995 - Feb 1997Jersey City, New Jersey, UsI hand priced municipal bonds that were not priced by the major evaluation services. I was responsible for all municipal descriptive and pricing information necessary to produce confirmations and statements. I served on a senior committee that addressed all the MSRB rule initiatives during 1995 and 1997. -
Evaluator Municipal BondsInteractive Data Aug 1994 - Oct 1995Hand price high yield municipal bonds.
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Research Intern Municipal BondsBloomberg 1992 - 1994New York, Ny, UsRead official statements and enter the information into the system.
Matthew O'Grady Education Details
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The College Of New JerseyFinance
Frequently Asked Questions about Matthew O'Grady
What company does Matthew O'Grady work for?
Matthew O'Grady works for Keybanc Capital Markets
What is Matthew O'Grady's role at the current company?
Matthew O'Grady's current role is Project Finance Expert: Deal Structuring, underwriting, trading, restructuring and distribution. Senior Living, Healthcare, and Affordable Housing.
What schools did Matthew O'Grady attend?
Matthew O'Grady attended The College Of New Jersey.
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