Insights
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Webinars
Replay: Unlocking Opportunities in Corporate Credit and CLOs
In this replay of our June webinar, Berkin Kologlu and Frank Ros, CAIA, explore the current state of corporate credit and collateralized loan obligations (CLOs) — two sectors that are front and center for fixed income investors in today’s environment.
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Replay: Maximizing Total Return with the Angel Oak Income ETF
In today’s market, flexibility can make all the difference. Watch as Clayton Triick, CFA and Frank Ros, CAIA, explain how the Angel Oak Income ETF (Ticker: CARY) is navigating credit cycles and identifying high-conviction opportunities across securitized and corporate credit.
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Replay: Angel Oak Funds Quarterly Update
Clayton Triick, CFA, and Frank Ros, CAIA, offer valuable insights on first-quarter performance, navigating rate volatility, and understanding the key market dynamics shaping the future of securitized credit.
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Replay: Driving Alpha: Leveraging Active Management to Enhance Portfoli...
Clayton Triick, CFA, and Frank Ros, CAIA, delve into the advantages of active management in fixed income, emphasizing how active strategies can capitalize on opportunities such as rising prepayment rates in non-agency mortgages and inefficiencies in the mortgage-backed securities market, areas often overlooked by passive approaches.
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Replay: What’s Ahead for the U.S. Housing Market and the Potentia...
In this replay of our March 3rd webinar, Clayton Triick, CFA and Frank Ros, CAIA, discuss the latest trends in the housing market, focusing on the factors driving home price appreciation and the effect of mortgage rates on buyer demand. They also explore the potential impact of GSE privatization and share their insights on the future of the market.
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4Q24 Financial Strategies Income Term Trust Webcast
Watch the 4Q24 update for the Financial Strategies Income Term Trust.
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Replay: A Founder’s Perspective: Macro Views and Positioning Fixe...
Sreeni Prabhu, Managing Partner, Co-CEO, and Group Chief Investment Officer joined Frank Ros, CAIA, Divisional Head of Sales for the Eastern Region for a special January webinar. Covered topics include Angel Oak’s history, the mortgage-backed securities market, the U.S. housing market, and potential investment opportunities in structured credit.
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Replay: Charting a Path Through 2025: Investment Insights for the Year ...
Angel Oak’s January webinar features a discussion between Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, and Frank Ros, CAIA, Divisional Head of Sales – East about their outlook for the fixed income markets in 2025. Learn why we believe diversification and income strategies are key to enhancing returns and navigating the market in the year ahead.
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Replay: A Deep Dive into Angel Oak’s ETF Platform
Angel Oak’s December webinar features Frank Ros, CAIA, Divisional Head of Sales – East, speaking with Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, about Ward’s experience growing Angel Oak’s ETF offerings to a $1.5 billion platform in just two years. This wide-ranging conversation touches on the increasing sophistication of ETFs, their liquidity and transparency advantages, and their growth potential.
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Replay: Positioning Fixed Income Portfolios for the Future
In this replay of our October webinar, Angel Oak’s Clayton Triick, CFA and Frank Ros, CAIA, examine current market opportunities, the impact of a rapidly cutting Federal Reserve on fixed income portfolios, the rationale for overweighting the belly of the curve, and whether investors should prioritize income or duration in their strategies.
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