Steven Malin Email and Phone Number

Educator and skill-developer of graduate and under-graduate students at City University of New York colleges.

Led discussions with institutional clients' investment committees, financial advisors and RIAs, and with investment teams of central banks and public pension plans leading to actionable investment strategies and market analyses that enhanced asset allocation decisions. Conducted research and analysis into the investment implications of current economic, financial, regulatory and policy-related developments. Wrote quarterly white paper series, "Under the Macroscope," with a global following of thousands of business, investment, financial management and government leaders.Developed weekly and monthly U.S. and global asset allocation recommendations as the monetary and fiscal policy policy expert on the Global Economics & Strategy team. Analyzed financial market and economic developments for monthly Global Policy Council meetings of international portfolio managers and investment officers and for semi-annual Global Policy Forums. Authored commentaries for distribution globally on market trends and developments, with special emphasis on asset allocation implications.Trained external and internal investment consultants in advanced presentation and sales skills and management strategies. Coached colleagues to passage of Series 7 and CFA exams, and led "Tuesdays With Steve" sessions (informal discussions of market developments and asset allocation implications).Position eliminated July 2019.

Analyzed economic, financial, regulatory, and tax issues affecting high- and moderate-net worth clients.• Wrote financial markets review analyzing factors affecting periodic investment performance.• Exercised thought-leadership by measuring expected consequences of legislative and regulatory changes on retirement, tax and investment plans of high- and moderate-net worth clients. • Authored and distributed alerts to clients, as warranted by news flows, to clarify issues and facilitate better-informed asset allocation decisions.

Researcher focusing on the best use of micro- and macroeconomic data and analytical tools to strengthen stock selection and portfolio management. • Completed a study to determine the portfolio-design implications of the relationship between investment performance and equity market volatility. • Applied economic concepts and tools to make better-informed sector designations of complex companies and improve the scaling of company profits in factor models.• Presented the case for using macroeconomic analysis as an ex-post, retrospective tool for understanding model-driven investment returns. • Wrote periodic reviews linking macro developments to changes in investment factors and portfolio characteristics.

Senior member of investment team responsible for servicing clients with U.S., global and international equities and multi-asset portfolios • Developed return-generating investment analyses for ~125-150 clients a year throughout North America. Retained 11 of 15 most at-risk clients by recommending profitable fund selections.• Recommended tailored solutions to investment challenges faced by clients that focused on asset allocation, risk and return expectations, and changes in the level of assets under management. Based on recommendations, a large Texas medical center and a Michigan insurer, among others, increased AUM by over $100 million combined in a single year.*Developed and implemented the currency overlays applied to portfolios with global and international equity exposures.• Applied fundamental insights to adjust positioning suggested by my proprietary quantitative model across 10 major currencies. Overrides added ~25 bps to relative returns during crisis periods.• Improved the risk-return trade-off on the ~15 different currency treatments managed, resulting in ~200 bps improvement in relative performance in a single year.• Led the marketing effort as the first product manager for the new Dynamic Asset Allocation service. Conducted successful prospecting meetings with ~12 institutional prospects.•Authored the firm's quarterly Capital Markets Outlook, with special emphasis on analysis of economic and government policy influences on the outlook for the equities, fixed income, currency and commodities markets.

One of three official spokespersons on matters related to NY Fed policies and operations• For New York Fed Presidents, wrote or edited, all or parts of 23 speeches and four Congressional testimonies. Several speeches and testimonies resulted in broad changes in banking law and regulation• Delivered speeches, testimonies and presentations before government officials, business and financial executives, and international central bankers • Served on media relations team interacting directly with journalists from all over the world. Developed the Bank’s crisis communication plans (used for Y2K and 9/11). Appointed Corporate Secretary by the Bank’s Board of Directors, reporting directly to the President and Chairman of the Board• Participated in semi-monthly meetings of the Board to set the discount rate, and weekly meetings of the Bank’s senior-most management committee on operational matters Chaired a task-force charged with determining the appropriate role for the NY Fed in regional economics and community affairs• Based on task-force recommendations, NY Fed established its first permanent Office of Regional and Community Affairs and a team of regional economists• Led team that developed financial and economic education programs recognized widely as the finest in the public sector. Programs were emulated by central banks of South Korea, U.K., New Zealand, Poland and Mexico