Podcast Archives - Angel Oak Capital Advisors, LLC.

Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Fed policy in the months ahead.

The post Angel Oak Macro Blitz Podcast | July 2025 appeared first on Angel Oak Capital Advisors, LLC..

In this podcast, Angel Oak’s Adam Beeler and Clearwater’s Christina Spagnola explore how rated feeder fund structures help insurance companies navigate the complexities of investing in residential mortgage loans. They discuss the technology solutions that automate reporting, lower barriers to entry, and make regulatory compliance easier for insurers managing these alternative credit assets.

The post Unlocking Capital Efficiency with Rated Feeder Structures: Insights from Clearwater Analytics appeared first on Angel Oak Capital Advisors, LLC..

In this podcast, Angel Oak’s Adam Beeler and SS&C EVOLV’s Theresa Meawad discuss how insurers are tackling the challenges of CECL accounting amid a volatile credit environment. They highlight strategies for building scalable, auditable credit loss models and meeting evolving regulatory demands.

The post Navigating the Future of CECL: A Conversation with SS&C EVOLV appeared first on Angel Oak Capital Advisors, LLC..

In this podcast, Adam Beeler, Head of Institutional Sales, and Sumit Sasidharan, Head of Commercial Real Estate, highlight the current state of commercial real estate (CRE) and explain how Angel Oak’s broad approach across the capital stack allows the firm to navigate various market cycles and target diverse investment opportunities.

The post Podcast: Unlocking Opportunities in an Evolving Commercial Real Estate Market appeared first on Angel Oak Capital Advisors, LLC..

In this podcast, Angel Oak’s Adam Beeler speaks with Christina Spagnolo, Senior Private Markets Solutions Consultant at Clearwater Analytics, about Clearwater’s evolution into a comprehensive solutions provider for insurance companies.

The post Insurance Insights Podcast: Residential Mortgage Loans (RML) Reporting with Clearwater Analytics appeared first on Angel Oak Capital Advisors, LLC..

Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, and Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, discuss the potential opportunity surrounding second lien mortgages and home equity lines of credit.

The post Podcast: The Growing Opportunity Surrounding Second Liens and HELOCs appeared first on Angel Oak Capital Advisors, LLC..

Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.

The post Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Current Investment Opportunities in the Financial Sector appeared first on Angel Oak Capital Advisors, LLC..

Listen to Portfolio Manager Cheryl Pate discuss Angel Oak’s investment thesis and why community banks are well-positioned in today’s market environment.

The post Podcast: Alternative Investments: An Interview with Cheryl Pate, CFA® appeared first on Angel Oak Capital Advisors, LLC..

Listen to Angel Oak’s Financials team discuss the current fundamentals of community banks, M&A activity, and the investment opportunities in community banks going forward amid recent market volatility.

The post Podcast: Community Bank Update appeared first on Angel Oak Capital Advisors, LLC..