Asset Management
Asset Management

We focus on our core asset classes in Residential/Whole Loan, Commercial Real Estate, Structured Securities, Financial Institutions, Corporates and Consumer ABS to clients looking to deploy capital to take advantage of dislocations in the marketplace.

We use a combination of fundamental and quantitative approaches based on well articulated, detailed macro-to-metro models accounting for bigger picture economic realities and individual idiosyncratic credit characteristics.

  • Financial Institution Recapitalization
  • Real Estate Owned (REO) Finance
  • CRE Loans and Properties
  • Asset Based Lending
  • Esoterics
  • Total Return Structured Products
Asset Groups
  • Residential Real Estate & Loans
  • Commercial Real Estate
  • Structured Securities
  • Financial Institutions
  • Esoteric Credits
  • Bespoke Opportunities
Highly Experienced Team

Industry veterans with banking, structuring, trading, management, and analysis experience.

  • Principals each having over 20 years of experience spanning leadership positions in underwriting, financing, structuring, monitoring and managing ABS securities
  • Strong background in valuation and asset management all of which contributes to a comprehensive review of collateral and structure generally not employed by traditional managers. We provide dynamic, holistic monitoring of investments and ongoing review of the buy/sell decision
  • Keen attention from highly seasoned professionals who have the hindsight of multiple credit cycles
  • Team Bios >>

We leverage well established analytical valuation risk and portfolio management tools and expertise provided by NewOak Solutions & Advisory, covering a wide range of loans, securities, derivatives and complex investments for internal and external institutional clients.

Ron D'Vari, Co-Founder & Chief Executive Officer
  |  (212) 209-0855

28 years of experience at BlackRock as the head of structured finance and State Street Research as a Managing Director; at BlackRock, co-managed $60 billion in fixed-income assets, $16 billion directly; at State Street Research, managed $27 billion as a member of a three-person Bond Policy Committee,managed $14 billion directly.

Richard C. Jakob, Managing Director
  |  (212) 209-0838

24 years of investment experience. Previously at Alcentra, BreakWater Fund Management, Highland Capital Management, and Smith Barney. Earlier with Merrill Lynch before Westinghouse Pension, where he managed portfolio assets for institutional clients. More recently, Mr. Jakob has been involved in the structuring and capital raising for various alternative strategies.

Contact for:

  • Pensions
  • Insurance
  • Endowments
  • Foundations
  • Fund of Funds
Gil Sacher, Managing Director
  |  (212) 209-0838

21 years of Wall Street experience. 15 years at Lehman Brothers in Investment Management Division, heading desk focused on internal distribution of private equity, asset management and absolute return strategy products. Prior to that, Gil was part of the New York Sales Management team, co-managing a high-net worth sales force of 130 advisors then building a successful private client business. Previously at Paine Webber.

Contact for:

  • High Net Worth
  • Family Office
  • Small Endowments
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NewOak Capital
485 Lexington Avenue 25th Floor
New York, NY 10017
Switchboard: (212) 209-0850
Fax: (212) 209-0704

Securities Offered Through NewOak Capital Markets LLC, Member FINRA, SIPC and MSRB
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