Sam Dunlap
Directeur/Membre du Conseil chez ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
Provenance du réseau au premier degré de Sam Dunlap
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Georgia
142
| College/University | Other Consumer Services | 142 |
Angel Oak Capital Advisors LLC
 Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).
29
| Subsidiary | Investment Managers | 29 |
Angel Oak Strategic Credit Fund
 Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA.
12
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
Angel Oak Credit Opportunities Term Trust
 Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Credit Opportunities Term Trust is a newly organized, non-diversified, closed-end management investment fund. It plans to invest primarily in residential mortgage-backed, commercial mortgage-backed, asset-backed, and high yield securities; unsecured consumer loans; collateralized loan and debt obligations; and residential loans and mortgages. The company was founded in 2021 and is headquartered in Atlanta, GA.
11
| Private Company | Investment Trusts/Mutual Funds | 11 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
Angel Oak Funds Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sam Dunlap via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| FTI CONSULTING, INC. | Miscellaneous Commercial Services | Consultant / Advisor Director/Board Member | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Trading-Equity Corporate Officer/Principal Compliance Officer | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Falcons I LLC
 Falcons I LLC Financial ConglomeratesFinance Falcons I LLC provides investment services. The private company is based in Atlanta, GA. Robert Joab Williams has been the CEO of the company since 2019. | Financial Conglomerates | President Compliance Officer Compliance Officer | |
| ANGEL OAK MORTGAGE REIT, INC. | Real Estate Investment Trusts | Chairman Chief Executive Officer General Counsel | |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Director of Research - Equity Sales & Marketing Analyst-Equity | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Mercer University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Georgia State University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Emory University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Valued Advisers Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Bogazici University | College/University | Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
Angel Oak Cos.
 Angel Oak Cos. Investment ManagersFinance Angel Oak Cos. is a financial services company based in Atlanta, GA and has subsidiaries in United States. The private company offers a range of financial services including asset management, investment advisory, mutual funds, lending and financial institution consulting. Michael Allen Fierman has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer General Counsel | |
| Kennesaw State University | College/University | Masters Business Admin Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Graduate Degree Undergraduate Degree | |
| Indiana University | College/University | Doctorate Degree Masters Business Admin | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
| University of Oxford | College/University | Graduate Degree Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Accura Advokataktieselskab
 Accura Advokataktieselskab Miscellaneous Commercial ServicesCommercial Services Accura Advokataktieselskab provides legal advisory services. The firm provides services to large national and multinational corporate clients, financial institutions, private equity and sovereign wealth funds, utilities, public authorities and governments as well as a number of successful medium sized private companies, their owners and certain high net-worth individuals. The company was founded in 1999 and is headquartered in Hellerup, Denmark. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Aarhus | College/University | Graduate Degree | |
Clarion Partners LLC
 Clarion Partners LLC Investment ManagersFinance Clarion Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN). Clarion Partners provides investment advisory, sub-advisory, and other services principally to institutional investors, focusing on sourcing, underwriting and managing real estate and real estate-related investments. | Investment Managers | Director of Research - Equity | |
| The Danish Bar & Law Society | Corporate Officer/Principal | ||
Nomura Financial Advisory & Securities (India) Pvt Ltd.
 Nomura Financial Advisory & Securities (India) Pvt Ltd. Investment Banks/BrokersFinance Nomura Financial Advisory & Securities (India) Pvt Ltd. (NFASPL) is a brokerage firm headquartered in Mumbai, India. The firm was founded in 2007 and is a subsidiary of Nomura Holdings, Inc. (TYO: 8604) in Japan. NFASPL provides stock broking, merchant banking and research to various investors. | Investment Banks/Brokers | Analyst-Fixed Income | |
| Shandong University | College/University | Undergraduate Degree | |
Clarion Partners LLC / Private Equity
 Clarion Partners LLC / Private Equity Investment ManagersFinance Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York. | Investment Managers | Investment Committee Member | |
Danish Venture Capital & Private Equity Association
 Danish Venture Capital & Private Equity Association Investment ManagersFinance The Danish Venture Capital & Private Equity Association is an organization that represents business owners who are members of the association. The private company is based in Copenhagen, Denmark. The Danish company has recently released their annual activity report for the entire ecosystem of active ownership. The report can be downloaded from their website. Additionally, they have listed six specific wishes for political party leaders on their website. and has subsidiaries in Denmark. | Investment Managers | Corporate Officer/Principal | |
Rønne & Lundgren Advokatfirma
 Rønne & Lundgren Advokatfirma Miscellaneous Commercial ServicesCommercial Services Rønne & Lundgren Advokatfirma is a private company based in Hellerup, Denmark. The Danish company provides legal services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The United States Postal Service
 The United States Postal Service Air Freight/CouriersTransportation The United States Postal Service is a delivery service that reaches every address in the United States. It relies on the sale of postage, products, and services to pay for operating expenses. The company was founded in 1775 and is headquartered in Washington, DC. | Air Freight/Couriers | Corporate Officer/Principal | |
| Indian Institute of Management Calcutta | College/University | Masters Business Admin | |
Fulton Communications, Inc.
 Fulton Communications, Inc. Specialty TelecommunicationsCommunications Fulton Communications, Inc. providers integrated communications systems and solutions. It offers telephone systems, network and carrier, cabling infrastructure, data, security surveillance, leasing and PanTerra network products. The firm also offers business and total protection and training services. The company was founded in 1964 and is headquartered in Roswell, GA. | Specialty Telecommunications | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 35 |
| Danemark | 7 |
| Inde | 4 |
| Turquie | 2 |
| Hong Kong | 2 |
Sectorielle
| Finance | 21 |
| Consumer Services | 17 |
| Commercial Services | 7 |
| Miscellaneous | 2 |
| Transportation | 2 |
Opérationnelle
| Director/Board Member | 105 |
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 92 |
| Masters Business Admin | 36 |
| Independent Dir/Board Member | 34 |
Relations les plus connectées
| Insiders | |
|---|---|
| Jon Gosier | 30 |
| Baris Oran | 29 |
| Keith Schappert | 19 |
| Man Yeung | 16 |
| Adam Langley | 14 |
| Sreeni Prabhu | 14 |
| Bill A. Clement | 14 |
| Alvin Albe | 13 |
| Jeff Wood | 13 |
| Ira Cohen | 12 |
| Shao Ying Luo | 11 |
| Dory Black | 10 |
| Dennis R. Beresford | 10 |
| Andrea Mullins | 10 |
| Ryan Gembala | 10 |
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