Takeaway: This webcast will air on Thursday, November 3rd at 1pm ET. Replay will be available after the broadcast.


Join outspoken Quill Intelligence CEO & Chief Strategist Danielle DiMartino Booth as she welcomes Daniel McNamara, Founder & CIO of Polpo Capital to HedgeyeTV. 

They will discuss big challenges facing the commercial real estate market and why this cycle is materially different from the 2007 meltdown. (Add this webcast to your calendar.)


They will also discuss:

  • The effect of kicking the can down the road with respect to commercial real estate
  • How 2010-12 paper will create a “price discovery” moment, ratings agencies role, etc
  • CMBS’ hidden dangers — mezzanine paper, the intersection of Office & Multifamily
  • What will make this cycle different than 2007 meltdown as Fed aims to maintain high terminal rate once it gets there


This is a Hedgeye Guest Contributor webcast series hosted by Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence. Danielle is the author of "FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America". Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. This webcast does not necessarily reflect the opinion of Hedgeye.


Polpo Capital was founded in 2021 by Daniel McNamara. Prior to founding Polpo, McNamara was a CMBS Portfolio Manager for 9 years at MP Securitized Credit Fund and launched a CMBX/Regional Mall Short Fund in 2020 (MP Opportunity Fund I), which produced a 119 % net return to investors in less than 4 months.

McNamara has been investing in the fixed income markets with a focus on structured products & CMBS for 18 years. Prior to MP, McNamara was the co -head of CMBS at SocGen and Braver Stern. He also spent 3 years at UBS on the Prop desk investing in CMBS. McNamara graduated from Amherst College.