Client Sectors
We strive to provide long-term financial security to the following financial sectors through independent investment risk consulting.
Bridge Mason Advisors
Global Interest Rates, FX, and Commodities
What We Do
Investment Risk Advisory
Bridge Mason Advisors is a premier investment risk advisory firm, focused on providing unique market insights and partnerships for institutional investors. Our advisory process is driven by the pursuit of providing independent analysis and transaction execution -- benefiting from advanced technologies and experienced traders.
Investment Risk Solutions
Tailored investment risk solutions based on the company’s timeline and strategies.
Risk Management Policies
Review and draft industry best practices for financial risk management.
Transaction Execution
End-to-end transaction management from term sheet to execution.
IBOR Transition
Manage your firm’s transition to alternative indices including SOFR, ESTR, and SONIA.
Regulatory Compliance
Adherence to local market financial regulatory requirements including Dodd-Frank protocols.
Post-trade Services
Get insight into your portfolio with our hedge accounting and valuations services.
In the Heart of New York
We are a boutique financial risk management firm located in the epicenter of the global financial services industry. Client service, reliability and effective risk management practices are our top priorities, and we continually seek new and better ways of assisting our clients to meet their goals.
About Us
BMA is a full-service investment risk advisory firm headquartered in Greenwich, Connecticut with an office in New York City. The firm provides independent advice to executives and investment professionals across various global industries including commercial real estate, private equity, and corporations. We partner with clients on investment risk solutions, regulatory compliance, transaction execution using real-time market analytics, and providing post-trade services.
About the Founder
Danny Fung
Managing Partner and Founder
Danny Fung is a Managing Partner and Founder of Bridge Mason Advisors and is responsible for the overall operations and management of the firm. He specializes in structuring hedging solutions for clients covering a broad range of asset classes including interest rates, currencies, and commodities. Prior to BMA, Danny led the Real Estate and Private Equity division in North America at JCRA Financial. He joined JCRA from Deutsche Bank where he worked on the Interest Rate derivatives trading desk. In addition to his professional duties, Danny is a guest lecturer on derivatives at NYU’s Schack Institute of Real Estate and has written articles on interest rate and currency risk management. Danny graduated with a B.Sc. in Economics with a concentration in Finance from Binghamton University.
Real Estate
Bridge Mason Advisors work with commercial real estate owners, developers and investors on maximizing their returns while reducing their financial risks.
Private Equity
Navigating through the unique risk management environment and provide relief from the operational tasks associated with hedging.
Whether you’re focused on maximizing IRR or planning to recapitalize a portfolio company, Bridge Mason Advisors has the expertise to navigate the unique risk management environment. Our goal is to provide relief from the operational tasks associated with hedging.
Corporates
Bridge Mason Advisors works with a wide range of corporations globally in managing risks associated with interest rate, foreign currency, and commodities.
Whether a corporation is considering to start or optimize a hedging program, understand its hedge accounting implications, or is concerned with Dodd-Frank, EMIR, or Canadian derivatives regulatory compliance, Bridge Mason Advisors has the expertise to guide them through these intricacies. Treasurers and CFOs around rely on BMA’s independent perspective and risk management expertise to help them gain a tactical lead.
Infrastructure
Infrastructure investors have a unique risk profile where they need to provide competitive returns on investments with long duration.
Infrastructure investments are particularly sensitive to interest rates, inflation, currency, and commodities risks. The ability to manage these financial risks throughout the lifecycle of the investment could mean the difference between achieving its goals or prolonging the life of the fund. Bridge Mason Advisors are adept to the management of financial risks associated with infrastructure and project financings and will work with your team to understand and manage a project’s financial risks.
Project Finance
Infrastructure investors have a unique risk profile where they need to provide competitive returns on investments with long duration.
Infrastructure investments are particularly sensitive to interest rates, inflation, currency, and commodities risks. The ability to manage these financial risks throughout the lifecycle of the investment could mean the difference between achieving its goals or prolonging the life of the fund. Bridge Mason Advisors are adept to the management of financial risks associated with infrastructure and project financings and will work with your team to understand and manage a project’s financial risks.
Headquarters
500 West Putnam Avenue
Suite 400
Greenwich, CT 06830
info@bridgemasonadvisors.com
(917) 781-0543
