Sign in

    John Staley • Staley Capital Advisors

    John A. Staley IV is the Founder and President of Staley Capital Advisers, Inc., specializing in investment management for high-net-worth individuals and institutions. With a career spanning over 25 years at Federated Hermes prior to establishing Staley Capital in 1996, he has extensive experience navigating diverse market cycles and delivering tailored financial strategies. John’s coverage includes a range of equity and fixed-income products, advising on portfolio allocations and managing investments for a select clientele, though specific public performance metrics and company coverage are not disclosed. He holds relevant professional credentials for investment advisory services and maintains a recognized reputation for trusted, client-focused financial guidance.

    John Staley's questions to MBIA Inc (MBI) leadership

    John Staley's questions to MBIA Inc (MBI) leadership • Q2 2025

    Question

    John Staley of Staley Capital Advisers asked for details on the dismissal of the PREPA Oversight Committee members, including whether the chairman was removed and who remained on the board. He also inquired about the implications for the restructuring process and whether there were any valuation guidelines or recent market transactions for the transferred bond claims.

    Answer

    William Fallon, Director & CEO, confirmed that the chairman, Arthur Gonzalez, was among the five dismissed members, and that Andrew Biggs and John Nixon remained. He explained that the board requires a quorum of four to approve a plan, necessitating new appointments. Regarding valuation, Fallon noted that while the market is not deep, small trades of similar uninsured bonds have occurred at approximately 55 cents on the dollar.

    Ask Fintool Equity Research AI

    John Staley's questions to MBIA Inc (MBI) leadership • Q1 2025

    Question

    John Staley questioned the political delays in resolving National's PREPA exposure, asking what MBIA is doing proactively to resolve the situation given the political landscape and the clear need for a functional grid in Puerto Rico.

    Answer

    William Fallon (executive) acknowledged the complexity of the PREPA situation but expressed cautious optimism. He noted that the governor of Puerto Rico has made it a top priority and that the court schedule is advancing key litigation, which should help. Fallon believes the right parties are now focused on the issue, potentially moving it into a new phase. He also confirmed that the rest of National's insured portfolio is performing within expectations.

    Ask Fintool Equity Research AI

    John Staley's questions to MBIA Inc (MBI) leadership • Q3 2024

    Question

    John Staley of Staley Capital Advisors asked whether the recent U.S. presidential election outcome, combined with a new Republican-affiliated governor in Puerto Rico, could serve as a catalyst to resolve the PREPA situation, possibly by dismissing the oversight board.

    Answer

    Executive William Fallon responded that the company would be very supportive of any new approach that accelerates a resolution, as they have been seeking a catalyst for years. He noted that while it is too early to know for sure, early comments from the new governor are encouraging, and the next few months may provide more clarity on whether this political shift will speed up the process.

    Ask Fintool Equity Research AI