Angel Oak Capital Advisors Podcast: Recent Episodes
Angel Oak Capital Advisors
Fixed income market perspectives, monthly commentary and insights from Angel Oak’s portfolio management team.
In this podcast, Adam Beeler, Head of Institutional Sales, and Sumit Sasidharan, Head of Commercial Real Estate, highlight the current state of commercial real estate (CRE) and explain how Angel Oak’s broad approach across the capital stack allows the firm to navigate various market cycles and target diverse investment opportunities.
In this podcast, Angel Oak’s Adam Beeler speaks with Christina Spagnolo, Senior Private Markets Solutions Consultant at Clearwater Analytics, about Clearwater’s evolution into a comprehensive solutions provider for insurance companies.
Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, and Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, discuss the potential opportunity surrounding second lien mortgages and home equity lines of credit.
Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.
Nothing presented herein is intended to constitute investment advice and no investment decision should be made based on any information provided. Nothing contained in this presentation shall be construed as an offer to sell securities or a solicitation of an offer to buy securities. Investments cited may not represent current or future holdings of Angel Oak Capital Advisors LLC (“AOCA”) and nothing presented should be construed as a recommendation to purchase or sell a particular type of security or follow any investment technique or strategy. Information provided reflects AOCA’s views as of a particular time. Such views are subject to change at any point and AOCA shall not be obligated to provide any notice. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. While AOCA has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability or completeness of third-party information presented herein. No guarantee of investment performance is being provided and no inference to the contrary should be made.
Nothing presented herein is intended to constitute investment advice and no investment decision should be made based on any information provided. Nothing contained in this presentation shall be construed as an offer to sell securities or a solicitation of an offer to buy securities. Investments cited may not represent current or future holdings of Angel Oak Capital Advisors LLC (“AOCA”) and nothing presented should be construed as a recommendation to purchase or sell a particular type of security or follow any investment technique or strategy. Information provided reflects AOCA’s views as of a particular time. Such views are subject to change at any point and AOCA shall not be obligated to provide any notice. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. While AOCA has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability or completeness of third-party information presented herein. No guarantee of investment performance is being provided and no inference to the contrary should be made.
Listen to Angel Oak’s investment and product teams discuss the firm’s decision to launch an interval fund, and hear why they believe it is gaining traction among retail and institutional investors.
Listen to Angel Oak’s investment and product teams discuss the firm’s decision to launch an interval fund, and hear why they believe it is gaining traction among retail and institutional investors.
Emma Quigley, SVP of Institutional Business Development, speaks with Manish Valecha, Head of Client Solutions, and Adam Beeler, Head of Institutional Sales, about strategies to address the unique challenges insurance companies face in today’s market.
The post Podcast: Alternative Investment Strategies for Insurance Investors appeared first on Angel Oak Capital Advisors, LLC..
Angel Oak Companies is a global financial institution that identifies and capitalizes on market dislocations, connects the financial landscape, and creates new market opportunities.
The post Angel Oak’s Ecosystem appeared first on Angel Oak Capital Advisors, LLC..
Emma Quigley, SVP of Institutional Business Development, discusses how Angel Oak approaches ESG and the role of ESG within the firm’s investment process with Rob McDonough, Director of ESG and Regulatory Initiatives.
The post Podcast: A Discussion with Rob McDonough appeared first on Angel Oak Capital Advisors, LLC..
Emma Quigley, SVP of Institutional Business Development, met with Namit Sinha, CIO of Private Strategies, to discuss the benefits of Angel Oak's vertically integrated model and why he finds Non-Agency RMBS an attractive investment opportunity, and how Angel Oak is incorporating ESG into its initiatives.
The post Podcast: A Discussion With Namit Sinha, CIO of Private Strategies appeared first on Angel Oak Capital Advisors, LLC..
SVP of Institutional Business Development Emma Quigley discusses the mortgage industry and what sets Angel Oak’s business model apart from others in the industry with Steven Schwalb, partner of Angel Oak Lending.
The post Podcast: A Discussion With Steven Schwalb, Partner of Angel Oak Lending appeared first on Angel Oak Capital Advisors, LLC..
Listen to Angel Oak’s portfolio management team discuss performance in the first half of 2021 and explain how its strategies are positioned for potential opportunities in both structured and corporate credit.
The post 2021 Mid-Year Outlook Podcast appeared first on Angel Oak Capital Advisors, LLC..
Listen to Portfolio Manager Cheryl Pate discuss Angel Oak's investment thesis and why community banks are well-positioned in today's market environment.
The post Podcast: Alternative Investments: An Interview with Cheryl Pate, CFA® appeared first on Angel Oak Capital Advisors, LLC..
Listen to Angel Oak's Financials team discuss the current fundamentals of community banks, M&A activity, and the investment opportunities in community banks going forward amid recent market volatility.
The post Podcast: Community Bank Update appeared first on Angel Oak Capital Advisors, LLC..