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Angel Oak Capital Advisors

3344 Peachtree RD NE
Suite 1725, Georgia 30326
United States
 
Contact :      Omni Team
Phone :       888.685.2915
Fax :             404.953.4988
Email :         angeloak@evestment.com
Web :           http://angeloakcapital.com/

Angel Oak Capital Advisors Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $10,563
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $10,563
Year Founded : 2009
Wrap Programs Offered? : No
# of Accounts Managed : 26
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Angel Oak Capital Advisors History

Angel Oak Capital Advisors, LLC (“AOCA”), a Registered Investment Advisor (RIA), was established in October 2009 to be the investment adviser to private funds sponsored by Angel Oak Capital Partners, LLC. Angel Oak Capital Advisors focuses on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation. Our experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities and other areas of structured credit. The firm is headquartered in Atlanta, GA and also has an office in New York, NY and Seattle, WA.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
4
$595.56
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
1
$845.24
Others :
22
$9967.47
Total # of Professional : 24 Analysts : 7
Portfolio Managers : 13 Traders : 0
Client Service : 11 Operation : 8

Angel Oak Capital Advisors Personnel

Ms.  Omni Team

Data Preparer
Tel : 866.922.8733
Email: angeloak@evestment.com

Mr.  Sam Dunlap

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Sam Dunlap – Managing Director, Senior Portfolio Manager Sam is a Managing Director and Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Angel Oak Multi-Strategy Income Fund and the Angel Oak Multi-Strategy Income UCITS Fund. He is also responsible for managing the separately managed accounts for Angel Oak clients, primarily depository institutions, and focuses on building and managing strategies within the residential mortgage-backed securities market as well as managing the interest rate risk exposure across the Angel Oak Funds and managed accounts. Sam joined Angel Oak in 2009, and serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Reuters. Sam began his capital markets career in 2002 and has investment experience across multiple sectors of the fixed income market. Prior to joining Angel Oak, he spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam spent two years at Wachovia in Charlotte, NC supporting the agency mortgage pass-through trading desk. Sam holds a B.A. degree in Economics from the University of Georgia.

Mr.  Kin Lee

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Kin Lee – Managing Director, Senior Portfolio Manager Kin is a Managing Director and Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund. He focuses on building and managing strategies within the commercial mortgage-backed securities (CMBS) market and commercial real-estate related investment activities. Kin began his career in 1993 and most recently served as Executive Director at Nomura Securities International. Previously, he was Head of CMBS Trading for both Mizuho Securities and RBS Greenwich Capital. Kin also worked in CMBS trading with Credit Suisse and Donaldson, Lufkin, & Jenrette. Kin holds a B.S. degree in Industrial Management and Economics from Carnegie Mellon University.

Mr.  Colin McBurnette

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Colin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund, the UltraShort Income Fund, the Strategic Credit Fund, and the Strategic Mortgage Income Fund. He also focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market. Colin joined Angel Oak in 2012, and serves as a voting member of the firm’s public funds Investment Committee. He is also a speaker on many of the firm’s quarterly calls for both its private and public funds. Prior to Angel Oak, Colin worked for Prodigus Capital Management where he was responsible for the acquisition and management of their distressed debt portfolio, as well as the development of their proprietary financial technology platform. Previously, Colin worked in the Real Estate Capital Markets group for Wachovia Bank and Wells Fargo where he focused on risk management for their commercial real estate REPO lines. Colin holds B.B.A. degrees in Banking & Finance and Real Estate from the Terry College of Business at the University of Georgia.

Mr.  Sreeni Prabhu

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Sreeni Prabhu – Managing Partner, Co-CEO and Chief Investment Officer Sreeni is a co-founder, Managing Partner and Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. Prior to Angel Oak, Sreeni was the Chief Investment Officer of the investment portfolio at Washington Mutual Bank in Seattle where he managed a $25 billion portfolio. He was also part of the macro asset strategy team at the bank. Sreeni previously worked for six years at SunTrust Bank in Atlanta, where he was responsible for investment strategies and served as Head Portfolio Manager for the $3 billion commercial mortgage-backed securities portfolio. He began his career at SunTrust in 1998 as a Bank Analyst focused on asset/liability management and liquidity strategies. Sreeni holds a B.B.A. degree in Economics from Georgia College and State University and an M.B.A. in Finance from Georgia State University.

Mr.  Berkin Kologlu

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Berkin Kologlu – Managing Director, Senior Portfolio Manager Berkin is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for three of the firm’s mutual funds, the Multi-Strategy Income Fund, High Yield Opportunities Fund, and the Strategic Credit Fund, as well as one of the firm’s private funds. He has over 15 years of experience in fixed income products and focuses on building and managing strategies within the collateralized loan obligation (CLO) market. Prior to Angel Oak, Berkin spent six years as an executive director at UBS, covering structured products and client solutions. Prior to UBS, Berkin worked at Bank of America where he focused on the structuring and marketing of CLOs and synthetic collateralized debt obligations backed by corporate credit. Before Bank of America, Berkin worked in Turkey as a commercial banker, where he was responsible for lending to large cap corporations. Berkin holds a B.S. degree in Civil Engineering from Bogazici University in Istanbul, Turkey and an M.B.A. from Duke University’s Fuqua School of Business.

Mr.  Namit Sinha

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Namit Sinha – Managing Director, Head of Mortgage Strategies Namit is a Managing Director and the Head of Mortgage Strategies at Angel Oak Capital and will focus on managing non-qualified mortgage investments for Angel Oak’s investment strategies, as well as looking at opportunities in other areas such as prime jumbo mortgages, reperforming loan strategies and mortgage servicing rights. Namit has over 15 years of experience in fixed income products including structured credit. Prior to Angel Oak, Namit spent four years as Senior Vice President at Canyon Capital and established the residential loan trading business in addition to covering its structured products operations. Prior to joining Canyon, Namit worked at Nomura as Executive Director of Mortgage Trading and was involved in the acquisition and financing of non-performing loans, reperforming loans, non-qualified mortgages and Prime Jumbo loans. Prior to that, Namit worked at both Lehman Brothers and Barclays as a non-agency whole loan trader. Namit holds an M.S. from Rutgers University, and a Bachelor of Technology degree from the Indian Institute of Technology Bombay in Mumbai, India.

Ms.  Gisbel De La Cruz

Data Preparer
Tel : 404-953-4393
Email: gisbel.delacruz@angeloakcapital.com

Mr.  Navid Abghari

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Navid Abghari – Senior Portfolio Manager Navid is a Senior Portfolio Manager at Angel Oak Capital and a Portfolio Manager for the Financials Income Fund. He has over 10 years of experience in fixed income markets, focusing on corporate credit trading, risk management, credit derivatives and structured products. Prior to joining Angel Oak in 2015, Navid was an Executive Director at J.P. Morgan Securities in New York, where he was head of Americas synthetic collateralized debt obligation (CDO) trading. He oversaw the modeling and risk systems for the global tranche business, directed the U.S. hedging activities of the global tranche book, was market maker for synthetic CDOs and master asset vehicle notes (Canadian asset-backed commercial paper), and ran the U.S. index basis book. In his time at J.P. Morgan, Navid was responsible for some of the most complex credit transactions, which included large credit portfolio buyouts, regulatory capital trades, counterparty risk-hedging trades, levered tranches, options on tranches, hybrid cash and synthetic CDOs, derivative product company equity, synthetic portfolio insurance, constant proportion debt obligations, CDO-squared and forward-starting tranches, fixed recovery tranches, knock-ins/knock-outs and several other complex transactions. Navid holds B.B.A. degrees in both Finance and Economics from the University of Georgia, graduating summa cum laude with Highest Honors.

Ms.  Ushma Gandhi

Researcher/Analyst
Tel : 888-685-2915
Email: Info@angeloakcapital.com

Ms.  Nichole Hammond

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Nichole Hammond, CFA® – Senior Portfolio Manager Nichole is a Senior Portfolio Manager at Angel Oak Capital Advisors and serves as a Portfolio Manager of the Angel Oak High Yield Opportunities Fund. Nichole has over 15 years’ experience in the corporate bond market across multiple industrial and financial subsectors. Prior to joining Angel Oak Capital in 2017, Nichole was a Senior Analyst for Wells Capital Management’s Montgomery Core Fixed Income team, responsible for research and investment strategy in the corporate bond portfolio with a focus on global financials. Previously, she was a research analyst and made investment recommendations for the investment grade portfolio at GE Financial Assurance in Seattle, where she began her investment career in 2000. Nichole holds a B.A. degree in Business Administration, specializing in Finance, from the University of Washington. She also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. Ben Easterlin – Managing Director, Commercial Lending Ben is the Managing Director, Commercial Lending at Angel Oak Capital where his efforts are primarily dedicated to developing and implementing a strategic business plan to provide a wide range of debt products to all commercial real estate asset classes. Prior to joining Angel Oak, Ben was the Chief Financial Officer and Executive Vice President of a private holding company which made investments in companies that own and sell real estate assets. Ben has also held the position of senior executive and co­founder of a real estate private equity firm and a renewable energy company. Ben holds a B.B.A degree in Real Estate from the Terry College of Business at The University of Georgia.

Mr.  Matthew Kennedy

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Matthew Kennedy, CFA – Managing Director, Senior Portfolio Manager, Head of Corporate Credit Matthew is a Managing Director and Senior Portfolio Manager at Angel Oak Capital Advisors and serves as a Portfolio Manager for the Angel Oak High Yield Opportunities Fund and the Strategic Credit Fund. Prior to Angel Oak, Matthew was the Director of Rainier Investment Management’s fixed income management team, and served as a Portfolio Manager and Analyst. Previously, he was a Senior Analyst and made investment recommendations for investment grade, high yield and private placement portfolios at GE Financial Assurance in Seattle, where he began his investment career in 1995. From 1991 to 1994, he was a CPA and auditor with Deloitte & Touche. Matthew holds a B.A. degree in Business Administration, with specializations in Finance and Accounting from Washington State University. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Seattle Society of Financial Analysts.

Mr.  Rob McDonough

Researcher/Analyst
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Rob is the Director of ESG and Regulatory Initiatives at Angel Oak Capital and leads the ESG integration process across the firm’s investment strategies. He also coordinates a variety of research and publication activities with a focus on developments in the regulatory environment for financial institutions of all types. He previously led Angel Oak’s financial institution advisory practice, managing client engagements which included risk model validations, strategic and regulatory stress testing implementations, and investment portfolio risk and performance assessments. Rob was Angel Oak’s Chief Risk Officer from 2012-2014 and initiated the organization’s enterprise-wide risk management framework and SEC compliance program. He also served in the Federal Reserve System for 12 years, first as an Economic Analyst in the Research Division and later as a Capital Markets Examiner in Supervision and Regulation. Rob earned an M.B.A. in Finance and Economics from Georgia State University and a B.B.A. from Emory University.

Mr.  Ashish Negandhi

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Ashish Negandhi – Senior Portfolio Manager Ashish is a Senior Portfolio Manager at Angel Oak Capital and focuses on building and managing structured investment strategies within the asset backed securities market. Prior to Angel Oak, Ashish worked within the investment grade corporate bond and collateralized loan obligation fixed income markets, managing a portfolio up to $2 billion in assets at Washington Mutual Bank. Ashish guided investments based on risk analysis and exposure valuations, including monitoring credit default and interest rate risk. Ashish holds a B.S. in Computer Science from Georgia College and State University and an M.B.A. from Foster School of Business at the University of Washington.

Mr.  Johannes Palsson

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Johannes Palsson – Managing Director, Senior Portfolio Manager Johannes is a Managing Director and Senior Portfolio Manager at Angel Oak Capital and a Portfolio Manager for the Financials Income Fund. Johannes’ primary focus is on investment research and management of community and regional bank debt across the firm’s strategies. Prior to joining Angel Oak in 2011, Johannes served as Chief Financial Officer for The Brand Banking Company, where he managed the overall finance function. He began his career at SunTrust Robinson Humphrey in 1996, where the scope of his responsibilities included interest rate risk modeling and investment strategies. Johannes holds a B.S. degree in Finance from Georgia State University and an M.B.A. from Emory University’s Goizueta Business School.

Ms.  Cheryl Pate

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Cheryl is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Fund and the Financial Strategies Income Term Trust. Cheryl has more than 15 years’ experience in financial services and primarily focuses on investment research and credit underwriting, particularly in the non-bank financials and community banking sectors. Cheryl joined Angel Oak in 2017 from Morgan Stanley, where she was an Executive Director and Head of Consumer & Specialty Finance Equity Research. Her research coverage included the consumer finance, specialty finance, mortgage servicing/originations, mortgage REIT, payments, fintech and banking industries. Cheryl holds an M.B.A. from Duke University’s Fuqua School of Business and a B.S. in Commerce (Finance) from the University of British Columbia. She also holds the Chartered Financial Analyst (CFA) designation.

Mr.  Mayur Patel

Researcher/Analyst
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Mayur Patel – Portfolio Analyst Mayur is a Portfolio Analyst at Angel Oak Capital concentrating primarily within Whole Loans and Repos. Prior to Angel Oak, Mayur served as an Investment Consulting Analyst with Hewitt EnnisKnupp. While there, he assisted and oversaw $1.4 billion in institutional client assets in accordance with ERISA. Mayur holds a B.B.A degree in Finance from Georgia State University.

Mr.  Ricky Schwartz

Researcher/Analyst
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Ricky Schwartz – Senior Portfolio Analyst Ricky is a Senior Portfolio Analyst at Angel Oak Capital where he focuses on fixed income analytics within the mutual fund, private fund, and SMA portfolios with a specialization in collateralized loan obligations (CLOs). Prior to Angel Oak, Ricky worked in banking and trading for the Structured Products Group at Guggenheim. While there, he served as a Junior Banker and priced and closed 11 transactions totaling over $2 billion of issuance, and as a Junior Trader, focused on broadly syndicated and middle market CLOs. Prior to Guggenheim, he had internships within Doral Bank’s Leveraged Asset Management unit and J.P. Morgan Asset Management. Ricky holds a B.A. degree in Finance and a B.S. degree in Accounting from the Robert H. Smith School of Business at the University of Maryland.

Mr.  Harkaran Talwar

Researcher/Analyst
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Harkaran Talwar – Senior Portfolio Analyst Harkaran is a Senior Portfolio Analyst at Angel Oak Capital Advisors and focuses on researching and building strategies in mortgage credit, including non-qualified mortgages and residential mortgage-backed securities (RMBS). Harkaran joined Angel Oak in 2018 from Bank of America Merrill Lynch, where he was the primary research analyst covering non-agency RMBS. Prior to Bank of America Merrill Lynch, Harkaran was part of the Structured Products research team at Barclays. He began his capital markets career in 2007, working as a Structured Credit Trading Analyst at Lehman Brothers. Harkaran holds an M.B.A. from the Indian Institute of Management, Calcutta and a B. Tech. degree in Mechanical Engineering from the Indian Institute of Technology, Delhi. Ushma Gandhi – Portfolio Analyst Ushma is a Portfolio Analyst at Angel Oak Capital and focuses on the Whole Loans portfolio and repurchase agreements. Ushma began her career at Angel Oak as an intern within the Capital Markets department where she focused on the prepayments and delinquencies in the Non-QM space. She also helped the Capital Markets team facilitate the Non-QM Securitization in 2016. Prior to Angel Oak, Ushma was a Junior Research Analyst and Accountant in India. Ushma holds an M.B.A. in Finance from the University of Pune, India.

Mr.  Matthew Taratus

Researcher/Analyst
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Matthew Taratus – Junior Portfolio Analyst Matthew is a Junior Portfolio Analyst at Angel Oak Capital where he focuses on fixed income analytics within the Financials Income Fund along with corporate credit trading. Prior to joining Angel Oak in 2019, Matthew interned in the Diversified Industrials group at Stifel Financial Corp. Matthew holds a B.B.A degree in Finance from Terry College of Business at the University of Georgia.

Mr.  Clayton Triick

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com
Clayton is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the UltraShort Income Fund, the Multi-Strategy Income Fund and the Multi-Strategy Income UCITS Fund. He is a Portfolio Manager within the non-agency and agency residential mortgage-backed securities markets and focuses on cross asset fund allocation and interest rate risk management of Angel Oak’s funds and institutional separately managed accounts. Clayton has been in the investment management industry since 2008 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak in 2011, he worked for YieldQuest Advisors, where he was a member of the investment committee focusing on the interest rate risk, currency risk, and commodity exposures of the portfolios alongside directly managing the closed-end fund allocations within the portfolios and individual accounts. Clayton holds a B.B.A. degree in Finance from the Farmer School of Business at Miami University in Oxford, Ohio and holds the Chartered Financial Analyst (CFA®) designation.

Mr.  Randy Faust

Marketing Director
Tel : 646-798-8832
Email: Randy.Faust@angeloakfunds.com

Angel Oak Capital Advisors Product Name

Report Created: January,26 2020.  Copyright Money Manager Review , All rights Reserved.
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