NewOak's asset management and advisory platform offers clients access to private credit, private equity and structured products access. NewOak is recognized for its deep-dive analytics for a broad class of assets at both underlying and top levels. NewOak specializes in forensic analysis of complex ...
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NewOak's asset management and advisory platform offers clients access to private credit, private equity and structured products access. NewOak is recognized for its deep-dive analytics for a broad class of assets at both underlying and top levels. NewOak specializes in forensic analysis of complex securities and matters. It examines collateral loans covering detailed credit underwriting, cash flow scenarios, loss expectation, valuation, structure/documentation, collateral validation, and best business practices and process management.
NewOak services are in support of comprehensive capital analysis and review (CCAR), liquidity risk management, fundamental credit, risk management, valuation, financial reporting, regulatory examination, asset recovery, litigation, restructuring, and private or public disposition or acquisition. Our expertise focuses on complex, illiquid and hard-to-price assets and structured credit securities including residential/commercial mortgages, corporate loans/bonds, municipal obligations, structured credits (CDO, CLO, CSO), derivatives, REITs, BDCs, insurance linked securities, project finance, esoterics, hedge funds, and private equities.
Ron D'Vari's professional experience includes:
- Well-regarded leadership honed by 30 years of institutional asset management and advisory experience
- Established record in devising and managing credit-driven structured product investment strategies
- Design and building credit and market valuation and risk infrastructure (NewOak OpenRisk™)
- Extensive academic experience in asset management, risk management, capital markets, and financial engineering
Specialties:
- Fiduciary portfolio management ("Quandamental"™)
- Liability Driven Portfolio Management and Asset/Liability Management
- Structured Products
- Specialty Finance
- Fundamental and Alternative Credit Analysis
- Risk and valuation advisory services
- Regulatory risk reporting (CCAR, DFAST, Solvency III and IV, ORSA and RBC)
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