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Nome | Titolo | Dal | Fino a |
---|---|---|---|
Sam Dunlap | Managing Director, Chief Investment Officer - Public Strategies | 2023 | Adesso |
Biografia | Sam is a Managing Director and Chief Investment Officer of the public strategies at Angel Oak Capital Advisors. He serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF, and he manages some of the separately managed accounts for the Advisor’s clients. Sam serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on Bloomberg, CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Barron’s. Sam joined Angel Oak in 2009 but 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. | ||
Clayton Triick | Portfolio Manager | 2023 | Adesso |
Biografia | Clayton is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, UltraShort Income Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Clayton is head of the asset-backed securities strategy team and focuses on interest rate risk management across Angel Oak’s mutual funds, ETFs, and separately managed accounts. He is a voting member of the firm’s public funds Investment Committee and is the Lead Portfolio Manager for the UltraShort Income Fund and the UltraShort Income ETF. Clayton has been in the investment management industry since 2008 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak, 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. | ||
Colin McBurnette | Portfolio Manager | 2023 | Adesso |
Biografia | Colin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, the UltraShort Income Fund, the Multi-Strategy Income UCITS Fund, and the Strategic Mortgage Income Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Colin focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market. Colin 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 an Atlanta-based boutique investment firm 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. | ||
Nichole Hammond | Senior Portfolio Manager | 2017 | Adesso |
Biografia | Nichole Hammond, CFA®, is a Senior Portfolio Manager of the Angel and Portfolio Manager of the High Yield Fund. Ms. Hammond has over 17 years’ experience in the corporate bond market across multiple industrial and financial subsectors. Prior to joining the Angel in 2017, Ms. Hammond spent 15 years at Wells Capital Management. Ms. Hammond was most recently 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. Ms. Hammond holds a B.A. 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. | ||
Berkin Kologlu | Managing Director | 2016 | Adesso |
Biografia | Berkin is a Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for three of the firm’s mutual funds—the High Yield Opportunities Fund, the Multi-Strategy Income Fund, and the Strategic Credit Fund—the Multi-Strategy Income UCITS Fund, and one of the firm’s private funds. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. He has over two decades 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 that, 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. | ||
Sreeniwas (Sreeni) V. Prabhu | Managing Partner | 2016 | Adesso |
Biografia | Sreeni is a co-founder, Managing Partner and Group Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. He is also the Chief Executive Officer and President at Angel Oak Mortgage, Inc. (NYSE: AOMR). 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. | ||
Matthew Kennedy | Senior Portfolio Manager, Head of Corporate Credit | 2009 | Adesso |
Biografia | Matthew is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for three mutual funds, the High Yield Opportunities Fund, the Strategic Credit Fund, and the Total Return Bond Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. 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. | ||
Navid Abghari | - | 2016 | 2017 |
Biografia | Navid is a Senior Portfolio Manager at Angel Oak Capital and a Portfolio Manager for the Financials Income Fund, Financial Strategies Income Term Trust and the Dynamic Financial Strategies Income Term Trust. 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. | ||
Johannes Palsson | Senior Portfolio Manager | 2016 | 2017 |
Biografia | Johannes is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He is a Portfolio Manager for the Financials Income Impact Fund and the Financial Strategies Income Term Trust, as well as two ETFs and several of the firm’s private funds and separately managed accounts. With nearly three decades of investment experience, Johannes heads the firm’s financials platform with a primary focus on investment research and management across the firm’s financial sector-focused strategies. Prior to joining Angel Oak, 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. | ||
James H. Hentges | Portfolio Manager | 2009 | 2017 |
Biografia | James Hentges is a member of Rainier fixed-income management team and serves as a portfolio manager and analyst. He began his career in 1990 with GE Financial Assurance as an accountant, shifting to investments in 1997. Prior to leaving GE Financial Assurance, he served as a senior analyst for high-yield securities in oil service, homebuilding and supermarket industries. From the year 2000, James worked with AIG Investments as a portfolio manager and then assumed the managing director's position for their collateralized debt obligations portfolios backed by investment grade corporate credits. James holds the Chartered Financial Analyst designation. He received his Bachelor of Business degree in Business Administration with a concentration in Finance, from University of Texas, Arlington. |
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