NewOak Solutions & Advisory combines our capital markets and investment expertise to create valuation and analytical tools that help clients across the entire investment process. Our ability to value and understand the risk of complex assets enables us to support a variety of customer segments where "commodity” valuation services are inadequate. NewOak has particular expertise in illiquid and hard-to-price assets.
NewOak provides solutions and advisory work for risk assessment, valuation and management of the credit risk components of hard-to-value loans, securities, and a broad range of other complex instruments and derivatives. Solutions & Advisory work ranges from simple month-end pricing/valuation to complex risk assessment and investment strategy. Our seasoned professionals will work in a collaborative basis with you to achieve a clear, unbiased understanding of portfolio risks.
NewOak Solutions & Advisory evaluates and advises on complex structured securities and portfolios of residential mortgage and commercial real estate whole loans, in connection with:
19 years of experience in financial services in roles spanning risk management, fixed-income trading and middle office. Prior to joining NewOak, Chad was the head of Risk and Analytics for State Street Corporation and its hedge fund administration unit, International Fund Services, since 2001. Chad also worked at several other leading firms including Lehman Brothers, Citigroup and UBS; holds a BS degree.
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. Holds Series 7, 24 and 63 licenses and MBA, PhD and MS from University of California Los Angeles.
NewOak Capital’s nonlegacy, proprietary transparent and comprehensive platform provides the capability to value a large and diverse range of asset classes:
NewOak Solutions & Advisory's de novo, non-legacy enterprise valuation and risk platform, OpenRisk, provides leading analytical and portfolio construction services to institutional investors and managers. Our models and systems were developed after the credit crisis unfolded, thus forecasting is not tied to use of outdated historical data and pricing.
OpenRisk provides customizable, accurate and actionable information for our clients and helps optimize the following key concerns:
| Scalability | Performance | Customization | Usability |
Our new, fresh and up-to-date analytical and valuation models integrate systems for tracking underlying collateral, loans and securities, and provide customized reporting to allow you to:
NewOak Solutions & Advisory's new collateral management system, Stratus, is fully integrated with OpenRisk to make up a powerful but agile and comprehensive enterprise investment assessment system to meet large or small and complex or simple risk analytics and valuation needs.
NewOak Capital employs a granular valuation process that combines fundamental and quantitative analyses and is driven both top-down by our macroeconomic view and bottom-up by our line-by-line analysis of the collateral.
NewOak Solutions & Advisory also supports NewOak Capital’s Asset Management and Capital Markets functions.
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