MEDIA: Corporate policy requests you contact Marisa D'Vari, Managing Director of Corporate Communications to arrange interviews / television appearances with our experts at (212) 209-0847 or cell (917) 361-8843 or email Marisa D'Vari, mdvari@newoakcapital.com
28 years of experience; worked 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, of which managed $16 billion directly; at State Street Research, managed $27 billion as a member of a three-person Bond Policy Committee, and managed $14 billion directly; and holds MBA, PhD and MS degrees.
18 years of experience; worked at Fortis Securities, Société Générale, UBS and Bear Stearns; at Fortis, managed structured credit products origination and structuring, and sales/trading of CDOs, ABS and leveraged loans; at Société Générale, managed structured products including CDOs and sales; and holds MBA and BA degrees.
17 years in the investment banking and financial services industries; at UBS, served as Joint-Head of Distressed Real Estate Workout Group helping to dispose of over $50 billion in risk and Global Head of Asset Backed Finance and Warehousing; prior to UBS, was Co-Head of Asset Backed Finance at Banc of America Securities; and holds MBA, BBA and MBT degrees.
24 years of experience; worked at Access Industries, Credit Suisse and hedge fund APAM; at Access Industries, worked as part of their M&A and Financing Team where he completed a number of significant corporate acquisitions and capital markets transactions for the firm and its portfolio companies; at Credit Suisse, ran structured credit derivatives marketing team covering insurance companies; at APAM was portfolio manager of ABS credit strategy; and holds MS and BS degrees.
23 years of experience in Banking and Mortgage lending at Home Equity Partners, Indymac and Commerce Security Bank. At Home Equity Partners, a private fund focused on distressed SFR and Commercial Loan acquisitions, Jim was a managing partner, and at Indymac, Jim spent 13 years as a senior executive managing the firm's largest loan acquisition and trading business. In addition, he ran capital markets including securitization, whole loan sales and pipeline risk management. During Jim's tenure at Indymac, he directly managed the purchase, securitization or hedging of over $150 bill in mortgage loans; at Commerce Security Bank, he managed all aspects of the mortgage division for 8 years. Holds a BS degree.
23 years experience; 15 years at Merrill Lynch; Head of Commercial Real Estate CDOs for 1 year; prior to that senior member of CMBS team that originated, structured, securitized or sold $40 Bn of small & large whole-loans, Mezz & B-notes; with dual roles as Lead Banker/Deal Manager and Head of Structuring, Pricing & Analytics for US and Canada, working with both Origination and Trading/Syndication groups, involved in almost all aspects of ML's CMBS business; traded and structured CMOs; various roles with several products including CDOs, ABS, Treasury & Mortgage Options, Emerging Markets Structured Products, Exotic Options, Non-Dollar Swaps, and Foreign Exchange Options; holds MBA, MS (Economics), and BS (Electronics Engineering) degrees.
22 years of experience; Worked at Clinton Group, Radian Asset Assurance, CIBC and Standard & Poor's; at Clinton, as Product Manager for the CDO program, handled negotiations, structuring, marketing and investor relations for ABS and corporate CDOs; as a Managing Director at Radian, was Group Head for the Financial Risk Solutions group which focused on structured products for banks, broker dealers and exchanges; and holds MBA and BA degrees.
18 years of experience; worked at The Blackstone Group and Tegris; at Blackstone was Chief of Staff for Chairman (Stephen A. Schwarzman) and CEO's office overseeing day-to-day operations, as well as assisted in the raising of multiple private equity funds, maintaining client and investor relations, along with internal and external communications with a wide range of high-level constituencies in the business, political and philanthropic arenas on behalf of the Chairman and the firm; at Tegris, co-founded a privately held firm specializing in mergers & acquisitions and asset management; and holds BA degree.
Bill Denton has 28 years of global corporate and investment banking experience at leading U.S. and European banks; the past 18 years covering the financial institutions industry across multiple sectors and assignments. He was most recently with Credit Agricole as Managing Director / Head of the Financial Institutions Group at Calyon Securities Inc. in New York. He joined Credit Agricole and its predecessor bank, Credit Lyonnais, in 2001 following a 20yr career at JP Morgan Chase including overseas assignments. He has resided in Europe; holds MBA and BA degrees.
10 years experience as CEO of Deg.Com Communications, author of five books translated into four languages including Building Buzz: How to Reach and Impress Your Target Audience (Career Press, 2005) and a former television talk show host, journalist, and media trainer. Holds a BA degree.
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. Holds both MBA and BSBA degrees.
Combined 25 years of experience as an institutional bond trader and, separately, as an institutional fixed income salesperson. The bulk of Ms. Levenson's career was spent at Goldman Sachs, where she was head bank note trader in the early 90's. She has extensive experience in trading and structuring REITs, homebuilders, financials and insurance companies, among other products. In Sales at GS, she received many awards for excelling in sales performance and client service, business unit leadership and her overall professional efforts. Recently, she was a Managing Director at Grubb & Ellis. Holds series 7, 63, NY Real Estate License; and an MBA degree.
Jay has 18 years of experience in RMBS and residential whole loan trading and origination, as well as experience in Washington. Prior to joining NewOak, Jay was a fellow at the Office of Thrift Supervision (OTS). At OTS, he served as an advisor to the Senior Deputy Director’s office focused on mortgage origination and securitization. Before the OTS, Jay spent six years at UBS in mortgage trading. Initially hired to build out a subprime mortgage whole loan trading desk and also managed an internal mortgage origination platform specializing in Alt-A mortgages. Jay began his career at Salomon Brothers, where he spent 11 years working on the mortgage trading desk and in the Mortgage Finance Group focused on subprime mortgage companies. Jay holds BA and MBA degrees.
20 years of experience; worked at Credit Suisse, Donaldson, Lufkin & Jenrette and Black River Capital; at these institutions, structured and executed principal, capital markets, private placement, structured finance and M&A transactions for corporate clients and financial sponsors; broad product and industry experience with an expertise in customized solutions; and holds MBA and BA degrees.
38 years of experience; worked at Scottish Re, Allstate Life Insurance, Lincoln Life, McKinsey and others; at Scottish Re, managed as CIO $14.0 billion in fixed-income securities; at Allstate, responsible for asset-management and risk assessment of variable annuities and fixed-income annuities portfolios; at Lincoln, managed asset-liability and hedging strategies supporting annuities and life insurance liabilities; and holds MBA and BA degrees.
30 years of experience; worked at Wachovia Securities, Prudential Securities and Citigroup in corporate finance and structured finance areas; at these institutions, has been instrumental in the development and execution of a variety of ABS including sub-prime ABS, CMOs, MBS, hedge-fund-linked, insurance-linked and tax-exempt-linked securities transactions; and holds MBA, PhD and MS degrees.
15 years of experience. Prior to joining NewOak Capital, Ed was an attorney in the structured finance and derivatives group of Dechert LLP in New York. Ed represented underwriters, issuers and collateral managers in connection with both cash and synthetic ABS CDO, Leveraged loan and Middle Market CLO transactions. Ed also represented broker dealers, hedge funds and financial guarantors in connection with credit default swap and total return swap documentation. Ed has been involved in counseling financial guarantors in connection with exercising control rights and restructuring defaulted ABS CDO transactions. Prior to Dechert, Ed also worked as a structured finance and derivatives attorney with Skadden Arps LLP and Citibank. Ed holds JD, MBA and BS degrees.
17 years of combined experience; worked at Moody's Investors Service covering the entire spectrum of mortgage backed securities products and small balance commercial loans; at WestLB and Barclays Capital, was the mortgage lead on the risk management team underwriting over $15 billion in mortgage financing facilities, established warehouse lines of credit, reverse repurchase agreements, Asset-Backed Commercial Paper (ABCP) conduits and other credit facilities for subprime mortgage originators and servicers; developed a process to conduct and document on site due diligence at the counterparty's origination and servicing base of operations. Worked on the US ABS CDO asset management team at Fortis Investments, Fortis closed 2 high grade and 2 mezzanine CDOs; raised funds for annual and capital campaigns for universities and not for profit organizations; an active speaker and writer on mortgage and structured finance issues; and holds MA and BA degrees.
24 years of experience; worked at Clinton Group, Barclays Capital, and Merrill Lynch. Started his career in finance at Citibank; at Clinton, was head of research and co-portfolio manager for $1 billion AUM in the Credit Long / Short fund and Bank Loan Opportunity fund. At Barclays Capital, was head of US Credit research managing a 40+ research team covering corporate credit, high yield, leveraged loan, distressed debt, ABS (sub-prime, commercial, student loan), and Latin American emerging markets; was also involved in all aspects of risk management for Barclays US trading desk. Prior positions were as senior credit research analyst covering a variety of industries. Holds MBA and BS degrees as well as CFA.
23 years of experience; worked at Barclays Capital, Hughes Hubbard & Reed, and Cravath, Swaine & Moore; at Barclays, focused on business and legal risk aspects of capital markets transactions in Principal Mortgage Trading, Global Credit Derivatives and Risk Finance groups; and holds JD and MBA degrees.
26 years of experience; co-founded and headed Risk Capital Management, an independent risk management advisory firm sold to Towers Perrin, headed Risk Management Advisory at Bankers Trust, headed Commodity Derivatives Research at JPMorgan, taught finance at Harvard, NYU, USC and Northwestern. Published widely in credit and commodity risk management. Sits on Board of Trustees of GARP, the Global Association of Risk Professionals. Holds PhD in finance.
32 years of experience; worked at Moody's, Federal Reserve Bank, Bank of New York, and Bank of America; at Moody's, responsible for the ratings of over 100 countries, 20+ supranationals, and hundreds of government related companies for the fixed-income market; involved in analyzing almost every economic and banking crisis, including the present financial market crisis facing the U.S. and other countries; and holds MA and ABD degrees.
7 years experience; previously at Garrison Investment, UBS, and Lehman Brothers; with these firms, handled origination, negotiation, credit analysis, structuring, and asset management of a variety of ABS asset classes, including consumer and esoteric; at UBS, managed the launch of its international ABS Warehouse group after helping to roll-out domestic ABS Warehouse group; and holds BS degree.
12 Years of experience – previously at Dresdner Kleinwort in Fixed Income Currency and Commodity Structuring where was responsible for all Americas clients specifically concentrating on Corporate Hedging, and Structured Products. Also has experience in cash equities and was Head Trader at an Index Arbitrage related Hedge Fund. President of the NYU Math Finance Alumni Association and sits on the board of the NYU Alumni Association Board of Directors. Holds BS and MS degrees and is a holder of the Chartered Market Technician Designation (CMT).
5 years of experience; worked previously as manager at Asset Deployment, a financial products structuring firm; was responsible for operations and business strategy; directly supported structuring, marketing and development of existing and new products; and holds a BSBA degree.
7 years of experience; worked at NIBC Credit Management and Wall Street Analytics; at NIBC, managed $5.5 billion in RMBS portfolios across five CDOs and one managed account; at Wall Street Analytics, responsible for financial engineering; and holds a BA degree and is a CFA charterholder.
10 years of experience; worked at UBS, The Winter Group and The Clayton Group; at UBS, co-head of mortgage due diligence; at The Winter Group and The Clayton Group, specialized in mortgage due diligence; and holds BS and AAS degrees.
8 years of experience; worked at BlackRock managing over $5bn of structured products across the firm's portfolios including hedge funds, distressed funds, separate accounts, and CDOs; holds a BA degree.
4 years of combined experience as a financial services investment banker at Credit Suisse and a financial services private equity investor at Lightyear Capital; as an investment banker, she was responsible for executing M&A and capital raising transactions for banks, insurance companies, REITs and specialty finance companies; at Lightyear, she focused mainly on investing in financial technology and specialty finance companies; holds a BA.
10 years of Investment Banking and Financial Services Industry experience; worked as a Senior Sell Side Publishing Analyst at Barclays Capital covering the Insurance Industry, including Property, Casualty, Life, The Monolines, Mortgage Insurers and Reinsurers ; held Executive Underwriting positions at AIG and Hartford Financial focused on structuring indemnification for Financial Institution clients in the Fortune 500 including thrifts, money center banks, commercial banks etc. Holds MBA and BS degrees.
9 years of experience; previously at DLJ/CSFB, Nomura, and UBS; at UBS and Nomura , head of mortgage collateral analytics; at DLJ/CSFB, specialized in RMBS collateral and LBL funding; also worked on securitization of RMBS and mortgage loan acquisitions. Holds Series 7 and 63 licenses and MBA and BA degrees.
15 years of commercial real estate experience, including equity and debt investments, valuations, and CMBS credit analysis and underwriting. Prior to joining NewOak Capital, he was a Senior Underwriter in Merrill Lynch’s Debt Capital Markets Group focused on analyzing distressed real estate securities and underwriting commercial loans for the CMBS Conduit and a distressed debt fund. Before joining Merrill, he worked at Silverstein Properties in the Acquisitions Group, focusing on large complex commercial transactions, including the $3.2 billion World Trade Center purchase and the $1 billion 7 World Trade Center redevelopment. He was previously at Julien J. Studley, Inc. and Polinger Shannon & Luchs in Washington, D.C.; and holds MBA and BA degrees.
7 years of experience; worked at Deutsche Bank and Lehman Brothers; at Deutsche Bank, traded MBS and issued more than $8 billion in reREMIC securitizations; also lead the Alt-A New Issue team, which issued more than $20 billion of securities; at Lehman Brothers, completed $9 billion of RMBS/HEQ issuance and created multiple ABCP conduits for third parties as a member of the banking and structuring team; and holds a BA degree.
9 years experience; most recently at the Bank of Tokyo-Mitsubishi UFJ where he was responsible for the structuring, credit analysis, execution, syndication and management of a wide array of ABL and ABS asset classes; at Bank of Tokyo, worked on the development of its Specialty Finance business which included the execution and syndication of warehouse facilities for variety of esoteric asset classes; prior to Bank of Tokyo, he was involved in the structuring and execution of municipal securities transactions at UBS; holds BA degree.
6 years of business management and operations experience specifically within the financial services industry. Managed the start-up of an alternative asset manager, and was administrative supervisor of a private family office all while pursuing her MBA part-time; also worked in production for a national network television program. Holds a Series 7 license and MBA and BA degrees.
5 years of experience at Woori Global Markets Asia, Deutsche Bank, and Standard & Poor's;at Deutsche Bank, was Associate in Structured Products Group focusing re-REMICs, securitization of RMBS and mortgage loan acquisitions;at Standard & Poor's, evaluated structured securities for institutional clients as they are required by the SEC to mark their positions to market by third independent parties; holds a BA degree.
6 years of experience; worked at Fortis Securities and Societe Generale; at these institutions was responsible for structuring and execution of both Corporate and Asset-Backed CDOs; and holds MBA and BA degrees.
7 years of experience: worked at Goldman Sachs and BlackRock: at Goldman Sachs supported analytics for the Municipal Structured Products desk and helped engineer and implement the analytics framework for a Credit Derivative Product Company, at BlackRock, as part of the interest rate modeling group, produced analytical models for a wide spectrum of fixed income products. Holds PhD and MS degrees.
2 years of experience; worked at Fitch Ratings; focused on fixed-income structured products, equity derivatives and transportation engineering; holds MS and BS degrees.
One year of experience at ZAIS Group analyzing structured products including residential mortgage securitizations and both cash and synthetic CLOs. Holds a BA in Economics.
Over seven years of experience in the financial services and insurance industry with Capital One Bank and State Farm Insurance. Worked with Capital One's marketing team to implement marketing strategy and increase Hispanic business and reach multi-cultural customers. Holds a BS (Criminal Justice).
5 years of experience at Merrill Lynch and Insultec; at Merrill Lynch focused on structured interest rate products; at Insultec worked on analytics in Oil & Gas Industry; holds MBA and BS (Mechanical Engineering) degrees.
3 years of experience; worked at Fidelity Investments in London and the US; occupied a role as a Research Associate and maintained coverage of European Asset-Backed Commercial Paper (ABCP) conduits and Collateralized Loan Obligations (CLO's); In the US, worked within the Municipal Fixed Income group focused on Municipal Derivatives and State Housing Authority programs; holds a BS degree and a Series 7 license.
3 years of experience; internal management consultant for a west coast regional conduit lender; holds a BA degree in Economics and a JD degree from Fordham Law School. At Fordham Law, was the Senior Articles Editor of the Fordham Journal of Corporate and Financial Law.
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