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In commemoration of the 25th anniversary of Annaly’s initial public offering, David Finkelstein (Annaly’s CEO and CIO), Wellington Denahan (Annaly’s Co-Founder and Vice Chair) and senior business leaders reflect on the last 25 years and how Annaly is positioned for the future.

 

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Annaly views environmental, social and governance (“ESG”) factors as critical components for achieving strategic business objectives, managing risks and delivering superior shareholder returns. Serena Wolfe, Annaly’s Chief Financial Officer, discusses the Company’s commitment to ESG principles and how they guide our decision-making and corporate strategy.

 

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In Annaly’s third corporate responsibility report, titled Taking Stock of Our Impact, the Company provided additional climate-related disclosures in accordance with the Task Force on Climate-related Financial Disclosures (“TCFD”). Tanya Rakpraja, Annaly’s Head of Corporate Responsibility and Government Relations, discusses Annaly’s initiatives related to TCFD.

 

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David Finkelstein, Annaly’s Chief Executive Officer and President, reflects on key strategic achievements in 2021, which have enhanced our position as a leader in the residential housing finance sector. David comments on Annaly’s milestones including the sale of its Commercial Real Estate business and progress on building out its mortgage servicing rights platform and expanding its residential credit business.

 

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David Finkelstein, Annaly’s Chief Executive Officer and President, provides an update on Annaly’s strategic direction following the announcement of its planned divestiture of the Commercial Real Estate business. David remarks on his vision for Annaly to further expand its leadership and operational capabilities across all aspects of the Company’s core strategy – residential mortgage finance.

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Serena Wolfe, Annaly’s Chief Financial Officer, reflects on her first year with the firm since joining in December 2019. Serena comments on the events that marked 2020 for Annaly, how the Company remained nimble in the face of change and highlights the importance of technology and innovation that set us apart from our competitors

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David Finkelstein, Annaly’s Chief Executive Officer and President, reflects on how our resilience enabled a strong performance in 2020 despite the challenges faced during the year. David remarks on several milestones the Company achieved and the outlook for our business as we enter a new year.

Thought Leadership

GSE Reform Study

Annaly Co-Authors GSE Reform Study with Barclays

V.S. Srinivasan and Andreas Strzodka, of Annaly Capital Management, and Ajay Rajadhyaksha, of Barclays, discuss steps that the US Administration, as well as Congress, could take when addressing GSE reform. The world has changed in the decade since the US mortgage market sparked a global financial crisis. Banks have recapitalized, home prices have recovered, existing home sales are back to healthy levels, and the US economy is enjoying its tenth uninterrupted year of expansion. But in one important area of the US financial system, reform remains unfinished. The authors refer to the Government Sponsored Enterprises (GSEs), their conservatorship status, and their outsized roles in US housing finance.

Successive Administrations have rightfully lamented this ‘unfinished business’. Even after ten years, Fannie Mae and Freddie Mac are still wards of the US government. There is a reason for this inertia. GSE reform is difficult to pull off successfully. Do it right and you reduce the US homebuyer’s dependence on the GSE duopoly, manage to get private capital back in, and protect the US taxpayer against a repeat of 2008. Do it wrong, and you risk up-ending the world’s largest housing market.

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CRT White Paper

Annaly Co-Authors CRT White Paper with New York Fed Economist

David Finkelstein and Andreas Strzodka, of Annaly Capital Management, and James Vickery, of the Federal Reserve Bank of New York, summarize and evaluate Fannie Mae and Freddie Mac’s credit risk transfer (CRT) programs, which have been used since 2013 to shift a portion of credit risk on more than $1.8 trillion of mortgages to private sector investors. They argue that the CRT programs have been successful in reducing the exposure of the Federal government to mortgage credit risk without disrupting the liquidity or stability of mortgage secondary markets. In the process, the programs have created a new financial market for pricing and trading mortgage credit risk, which has grown in size and liquidity over time. The CRT programs provide an important building block to help facilitate reform of the U.S. housing finance system.

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