Daniel Irvin is the Managing Partner of Infrastructure Capital LLC, which manages a proprietary portfolio comprised of infrastructure-related assets including municipal securities. He has 30 years experience as an investment banker structuring, underwriting, marketing and trading municipal bonds; as CEO of an energy development company; and as an investor in infrastructure-related debt and equity.
Sophisticated Investor with emphasis on munis. BA+Masters in Economics. 20 years on the Street at various bulge bracket firms (roughly 10 years as Analyst and 10 as Executive). All the opinions expressed are my own which I do not receive any form of compensation for. I am not selling anything and I do not do social media.
-I am an RIA located in NYC and have over 30 years of experience in the investment business from both the dealer and investor side of markets.
- I have developed an any asset class yield style using high yield municipal bonds, closed end funds, master limited partnerships, dividend stocks, and REITs.
-My focus in this style for clients is to obtain high cash flow after tax with an attractive risk profile.
- For retirement portfolios my investment style is less focused on income except where client preferences would dictate high cash flow. -In retirement accounts I usually invest in ETFs as my core style.
- A big focus of my investments in both cases is managing risk to match client's risk appetite and ability to take risk
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value; favors dividend growth. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk.
I spent eight years at Bank of America in New York (1978-86) covering Wall Street, then moved to Moody's Investors Service where I worked for 22 years, covering banks, sovereigns and corporates. I chaired the Credit Policy Committee for four years. I retired in 2007 as vice chairman.
PLEASE FOLLOW ME ON TWITTER: @christophermah3
My philosophy: I am a libertarian, a market monetarist, an admirer of Fisher, Friedman and Minsky. I believe in a strong safety net and strict regulation of the financial system. I support most of Dodd-Frank. I think that the world's #1 problem today is inadequate inflation and nominal growth. I believe that the Fed should have two mandates: financial stability, and a nominal output target. I follow Scott Sumner and the other market monetarists. I respect Krugman as a brilliant economist who happens to be a leftist.
In addition to publishing at Seeking Alpha, I have my own financial blog at http://capitalismandfredom.blogspot.com