Jack Malvey is Special Counselor at the Center for Financial Stability
and the former Chief Global Markets Strategist and Director of Center
for Global Investment and Market Intelligence for BNY Mellon
Investment Management. At BNY Mellon, his team was responsible for
identifying, researching, and communicating investment trends, market
activity, and economic conditions.
He formerly consulted to key global capital market institutions,
including serving on the Investment Advisory Committee of the New York
State Teachers Retirement System (2009-2011) and the Advisory Board of
Discern (2010-2011), an independent equity research provider,
headquartered in Silicon Valley. Jack formerly served as a Trustee
of the Kellogg Foundation.
Prior to joining Barclays Capital in 2008 as Managing Director and
Bond Strategist, Jack was the Chief Global Fixed-Income Strategist at
Lehman Brothers from 1996 to 2008 and the Corporate Bond Strategist
from 1992 to 1996. Jack also directed Lehman Brothers Global Family
of Indices from 1996 to 2007, Lehman Brothers Global Relative Value
publication (1996-2008), hosted Lehman’s weekly Bond Show (1999-2008),
and chaired Lehman’s investment strategy committee. Previously, Jack
was Director of Corporate Bond Research at Kidder Peabody and an
analyst at Moody’s Investor Services.
In addition to holding the Chartered Financial Analyst designation, Jack belongs to the New York Society of Security Analysts and the Fixed Income Analysts Society, Inc. Jack is a former President
of the Fixed Income Analysts Society and was inducted into the Fixed
Income Analysts Society’s Hall of Fame in 2003 and received the
inaugural President’s Award in 2015.
Jack received an AB in economics from Georgetown University and did
graduate work in economics at the New School for Social Research in
New York. For 18 years, Jack was a ranked strategist in Institutional
Investor’s annual fixed-income research survey, including 16
consecutive first team positions (five for corporate bond strategy and
11 for general strategy). A regular contributor to the financial
media, Jack is also the author of “Global Corporate Bond Portfolio
Management,” a required chapter reading for CFA Level III candidates,
and has lectured at numerous local CFA Institute analyst societies and
Key recent publications include: “A First Perspective: The
Transformational Influence of ‘Big Data’ on the 21st Century Global
Financial System” (2013), “Managing Geopolitical Risk in Investment
Decision-Making” (2015), and “Global Capital Market History and
Futurology" (2016), and “The Early 21st Century Evolution of Global Capital Markets: The Great Transition”, a chapter in the book, The Capital Markets: Evolution of the Financial Ecosystem (2017).