NewOak Capital - Advisory, Capital Markets & Asset Management

NewOak Capital has a well-defined approach to its advisory, asset management and capital markets business which is embodied in its "Team + Tools + Process" paradigm.Our approach is an iterative and granular step-by-step process wherein a clear understanding of our client's objectives is paramount. Loans, securities and other exposures are analyzed through our proprietary "realty-based" fundamental and quantitative for risk assessment and valuation.

Cashflows from the underlying assets are derived by taking into account all significant risk factors including counterparty risks, cashflow and market volatility risks, and loss timing risks, among others, under prevailing market conditions.

Experienced Team: The NewOak Capital Team specializes in the major asset classes comprising fixed-income securities and underlying collateral. The Team consists of more than 30 seasoned professionals with an average of more than 20 years of experience in a broad spectrum of structured credit products, and diverse expertise, including in banking, structuring, sales/trading, research and asset management areas. Furthermore, many of the Team members are experienced with past credit and market cycles on debt and equity securities.
Proprietary Tools: The NewOak Capital Tools consist of proprietary analytics, databases, credit loss models, and valuation measures for the following categories of assets:
Residential and commercial mortgage, corporate and consumer loans and securities backed by such loans.
Structured Products: Various types and classes of securities including, without limitation, ABS, RMBS, CMBS, CDO, CLO, and insurance, equity and hedge-fund linked securities.

NewOak also utilizes third-party analytics, data sources and modeling and cashflow projection tools in conjunction with its proprietary tools for analysis and valuation of securities and collateral, which include Loan Performance and Intex Desktop for residential mortgages, and Trepp, Reis and PPR for commercial mortgages.

Granular Process: The NewOak Process utilizes a blend of quantitative techniques and fundamental research at a granular level to perform analyses, valuations and restructuring of portfolios through an integrated approach to provide independent and transparent solutions to clients.