December 20, 2024

The video former bank regulator Brian Brooks didn't want you to see

       I previously wrote two posts on Brian Brooks and how he epitomized O'Melveny's "monetize government" ethos. Mr. Brooks is now the Chief Executive Officer of Meridian Capital Group,1 which profits from commercial and multi-family real-estate loans. 

       If this blog is worth its salt, you should be able to use it to predict how Mr. Brooks would act in this role, i.e., that he would use his government access to ease the regulation of, and thus boost, commercial and multi-family real-estate lending -- so that Meridian makes more money. According to the video below at 14:40, that's exactly what he is doing. 

       When I first learned of the video, I had retired this blog. So rather than write about it, I sent it to American Banker who wrote a summary and linked to the video. Then after their article came out, someone removed the video. Since it's been removed, I'll take an hour to repost it here. I also e-mailed Mr. Brooks my contact information should he or the video's owner wish to initiate a copyright claim. If they do, I'll decide whether it's worth the bother to dispute it in court, on the basis that this is fair use commentary on a big issue of public interest.

       And it is a big issue. The last two banking crises -- the savings and loan crisis of the early '90s and the 2008 financial crisis -- both followed periods of eased lending ratified by Republican-appointed bank regulators, i.e., the approach that Mr. Brooks espouses in this video as the "Republican view of credit" (at 11:40). Remember that Presidents Reagan and Bush appointed the regulators in the '80s and early '90s, and the latter President Bush appointed them in the '00s. It's Wikipedia-level knowledge that both crises were caused by eased lending standards.  

       Of course, past isn't always prologue. (And I'm personally not a big fan of bank regulators anyway. I would rather they simply release the data so the public can figure out which banks are worth supporting on our own, like we do for our other investments.) But I hope this regulatory approach doesn't lead to yet another banking crisis. 


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1 This move was probably related to his former boss, Steve Mnuchin, whose Liberty Strategic Capital effectively acquired New York Community Bancorp ("NYCB") after the bank fell on hard times. I say they're probably related because the two announcements were made within three weeks of each other, in March 2024, and NYCB buys its loans from Meridian. Like NYCB, Meridian also experienced an existential challenge in March, when Fannie Mae "ban[ned]" Meridian-brokered deals. So, I imagine that when Mr. Mnuchin's fund took control of the bank, he suggested that Meridian appoint Mr. Brooks as their chief executive, after which the two troubled and interconnected entities would rise together, providing a handsome return on Mr. Mnuchin's investment. Incidentally, Mr. Brooks's other former boss, Joseph Otting, was named Executive Chairman of NYCB, which has now been re-branded as Flagstar Financial.