Ron D'Vari

Ron D'Vari Email and Phone Number

Executive Chairman, Chief Investment Officer, Co-Founder at NewOak @ NewOak
Ron D'Vari's Location
New York, New York, United States, United States
Ron D'Vari's Contact Details
About Ron D'Vari

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 engineeringSpecialties: - 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)

Ron D'Vari's Current Company Details
NewOak

Newoak

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Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Ron D'Vari Work Experience Details
  • Newoak
    Executive Chairman, Chief Investment Officer, Co-Founder
    Newoak May 2017 - Present
    New York, New York, Us
    Asset Management, Financial Advisory, FinTech
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  • Newoak
    Chief Executive Officer
    Newoak Jul 2008 - Present
    New York, New York, Us
    NewOak Asset Management LLC is an alternative investment manager and advisory firm focused on specialty finance, consumer finance, mortgage and credit space. NewOak is a registered investment adviser with the SEC. Based in New York and Danbury, CT, the firm is a division of NewOak Capital LLC, and is the investment manager for the NewOak SJ-MAC funds. NewOak Asset Management expertise includes: • NON-QM MORTGAGE STRATEGIES • STRUCTURED PRODUCTS AND ABS • BANK PORTFOLIO MANAGEMENT • ASSET-BASED LENDING • ALTERNATIVE AND CORE FIXED INCOME • ASSET LIABILITY MANAGEMENT
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  • Newoak
    Chief Executive Officer & Co-Founder
    Newoak Aug 2008 - Present
    New York, New York, Us
    Building out and championing NewOak as a leading alternative asset management, financial market advisory, financial technology solutions, and capital markets firm. NewOak's core competencies include deep-dive fundamental credit analysis, valuation, risk, and regulatory compliance for complex and hard-to-value portfolios. This also includes credit underwriting, loss modeling, restructuring, hedging and management of complex securities and loans across a wide array of asset types including non-QM and QM residential & commercial mortgage whole loans, securities, and derivatives (RMBS, CMBS), structured credit securities (CLO, CSO, CDO), municipal bonds, corporate loans/securities, auction rate securities, TRUPS, esoteric, and distressed financial institutions and banks. NewOak services include: I) Asset Management 1) High Quality non-QM Single-Family Residence Mortgages 2) Multi Strategy Alternative Credit & Private Debt - Single-Family Residential Rehabilitation Loans - Franchise Loans - Asset Based Loans & Securities II) Financial Market Advisory 1) Fundamental Credit Advisory (Muni & Corporates Credit Model & Report) 2) Valuation and Risk Transparency (Aggregate Portfolio & Positions) 3) Finance and Risk Advisory Services - CCAR and DFAST - Stress Testing - Model Development and Validation 4) Financial Litigation Consulting III) Credit and Compliance Services Forensic Underwriting Quality Assurance ATR Attestation Compliance & Monitoring IV) Capital Markets V) Financial Technology Solutions OpenRisk Customized Solutions
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  • Newoak Finance
    Ceo And Executive Chairman
    Newoak Finance Jan 2020 - Present
    New York, Ny, Us
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  • Orbispay
    Executive Chairman
    Orbispay Aug 2019 - Present
    New York City, Us
    View
  • Futurepay Holdings Inc.
    Executive Chairman
    Futurepay Holdings Inc. Jul 2019 - Present
    South Jordan, Utah, Us
    View
  • Finplustech
    Executive Chair/Founder
    Finplustech May 2022 - Present
    New York City, Us
    Provide software system development for global embedded finance: Offer seamless payments and finance experience while leveraging data to make intelligent, evidence-based choices in real time.
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  • Riskai Technologies
    Chairman
    Riskai Technologies Apr 2024 - Present
    View
  • Acorn Trade Finance Llc
    Executive Chirman
    Acorn Trade Finance Llc Aug 2022 - Present
    Providing Trade Finance Asset Based solutions to Small and Medium Sized Exporters, predominantly domiciled in Emerging Markets.
    View
  • Sente Ventures
    Financial Advisor
    Sente Ventures Sep 2024 - Present
    Chicago, Il, Us
    • Advise general partners on investing in technology for future food, agriculture, water, and human wellbeing.• Guide investments in sustainable, digital business models for industrial circular economy.• Achieved significant ROI through strategic tech investments at Sente Ventures.
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  • Prmia - Professional Risk Managers' International Association
    Chair Of Education Committee
    Prmia - Professional Risk Managers' International Association Aug 2015 - Present
    Northfield, Minnesota, Us
    The purpose of the PRMIA Education Committee is to promote the development and use of sound risk management standards and practices through publications, exams, training, research and academic partnerships.
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  • Black Tulip Asset Management
    Non Executive Chairman
    Black Tulip Asset Management Nov 2019 - Present
    Miami, Florida, Us
    View
  • Tufts University, The Fletcher School
    Research Affiliate, The Fletcher Network For Sovereign Wealth At Igbc
    Tufts University, The Fletcher School Oct 2012 - Present
    Medford, Massachusetts, Us
    SovereigNET is a unique interdisciplinary network at Tufts University's Fletcher School dedicated to the study of sovereign wealth management and its impact on global capital markets. Our mission is to advance research, advisory leadership, and education on the role of the sovereign as institutional investor.Our work is a key initiative of Fletcher’s Institute for Business in the Global Context (IBGC). The Institute was founded in recognition of the need for a new approach to the study of international business and capital markets—one that prepares global business leaders with essential "contextual intelligence." Through three core activities—education, research, and dialogue—the Institute provides an interdisciplinary lens through which global markets and the underlying drivers of change can be understood.
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  • Edgemac
    Chairman Of The Board
    Edgemac Feb 2008 - Jan 2009
    Chairman of the Board
  • Blackrock
    Managing Director, Global Head Of Structured Finance
    Blackrock Jan 2005 - Jul 2008
    New York, Ny, Us
    Head of Structured Finance, Portfolio Management GroupMember of Financial Markets Advisory Group LeaderMember of Fixed Income Business CommitteeMember of Investment Strategy GroupMember of Alternative Product CommitteeMember of New Product Development Committee
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  • Blackrock
    Sr. Vp, Member Of Bond Policy Committee And Head Of Mbs And Structured Products Asset Management
    Blackrock Jul 1994 - Feb 2005
    New York, Ny, Us
    Head of MBS/CMBS/ABS/CDO, a senior member of portfolio and asset liability management team, Director of Research, and member of 4-person bond-policy committee at State Street Research and Management (acquired by BlackRock in 2005)
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  • Brandeis University School Of International Business
    Adjunct Professor, Graduate School Of International Business
    Brandeis University School Of International Business Sep 1997 - Jan 2005
    Waltham, Ma, Us
    Developed and led graduate courses in Financial Engineering, Portfolio Management and Risk Management
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  • The Boston Security Analysts Society
    Member Of The Board
    The Boston Security Analysts Society Sep 2001 - Dec 2004
    Boston, Massachusetts, Us
    Active in education and investement committees. Conducted various CFA preparation courses
    View
  • Harvard University Extension School
    Adjunct Professor
    Harvard University Extension School Sep 2001 - Jun 2003
    Cambridge, Ma, Us
    Taught graduate level courses in Portfolio Management and Investment Analysis
    View
  • Boston University
    Adjunct Porfessor
    Boston University Sep 1996 - May 1998
    Boston, Ma, Us
    Taught graduate level courses in Fixed Income Portfolio Management
    View
  • Boeing
    Senior Principal Engineer Scientist
    Boeing Jul 1984 - Jul 1994
    Arlington, Va, Us
    - Started ad McDonnell Douglas Helicopter and moved to MD Commercial Aircraft - Aero-servo-aeroelastic design and optimization of rotary wing propelled vehicles including advanced composites and active control - Advanced Design of Helicopters, Vertical Takeoff and Landing (VTOL), Propfan/UHB, No-Tail Rotor (NOTAR)- Head of Aeroelasticity IRAD and related University/Industru projects- Managed multidisciplinary design and analysis group specialized in advanced design of state-of-the-art commercial and military aircrafts
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  • University Of California At Los Angeles
    Adjunct Professor, School Of Engineering And Applied Science
    University Of California At Los Angeles Sep 1986 - Jun 1992
    Los Angeles, Ca, Us
    Taught Advance Aircraft Design Classes
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  • University Of Southern California
    Lecturer
    University Of Southern California Sep 1989 - Jan 1991
    Los Angeles, Ca, Us
    Taught an advanced class in aircraft stability and control, school of engineering
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  • Ucla
    Graduate Research Assistant
    Ucla Sep 1979 - Jul 1984
    Los Angeles, Ca, Us
    Graduate Research Assistant focused on modeling of Aero-servo-elasticity of Rotary Wings (e.g. Helicopters), Multi-Disciplinary Optimization, Nonlinear Structural Dynamics of Large Flexible Structures, Unsteady Aerodynamics of Rotary Wings, Finite Element Modeling, Computational Fluid Dynamics, Efficient Modeling of Nonlinear Systems with Periodic Coefficients.
    View
  • Anco Engineers, Inc.
    Structural Engineer
    Anco Engineers, Inc. May 1977 - Sep 1979
    Boulder, Co, Us
    View

Ron D'Vari Skills

Portfolio Management Fixed Income Capital Markets Asset Management Valuation Structured Finance Derivatives Risk Management Finance Investments Due Diligence Mergers And Acquisitions Securities Financial Structuring Asset Managment Credit Risk Banking Hedge Funds Project Finance Equities Structured Products Residential Mortgages Credit Derivatives Credit Analysis Private Equity Investment Banking Asset Financial Markets Trading Portfolio Optimization Credit Policy Financial Economics Emerging Markets Investment Advisory Commercial Mortgages Asset Liabiltity Management Complex Securities Governance It Strategy Program Management Restructuring Investment Strategies Asset Based Lending Securities Litigation Financial Advisory Bonds Commercial Litigation Complex Litigation Credit Portfolio Management

Ron D'Vari Education Details

  • Ucla
    Ucla
    Engineering And Applied Science
  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance
  • Ucla
    Ucla
    Engineering And Applied Science
  • University Of Southern California
    University Of Southern California
    Mehcanical Engineering
  • Sharif University Of Technology
    Sharif University Of Technology
    Mechanical Engineering
  • Hadaf High School
    Hadaf High School
    Mathematics And Sciences

Frequently Asked Questions about Ron D'Vari

What company does Ron D'Vari work for?

Ron D'Vari works for Newoak

What is Ron D'Vari's role at the current company?

Ron D'Vari's current role is Executive Chairman, Chief Investment Officer, Co-Founder at NewOak.

What is Ron D'Vari's email address?

Ron D'Vari's email address is rd****@****tal.com

What is Ron D'Vari's direct phone number?

Ron D'Vari's direct phone number is +121220*****

What schools did Ron D'Vari attend?

Ron D'Vari attended Ucla, Ucla Anderson School Of Management, Ucla, University Of Southern California, Sharif University Of Technology, Hadaf High School.

What are some of Ron D'Vari's interests?

Ron D'Vari has interest in Corefusion, Travel, Wine.

What skills is Ron D'Vari known for?

Ron D'Vari has skills like Portfolio Management, Fixed Income, Capital Markets, Asset Management, Valuation, Structured Finance, Derivatives, Risk Management, Finance, Investments, Due Diligence, Mergers And Acquisitions.

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