John R. Hsu
Corporate Secretary at ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST
Network origin in John R. Hsu first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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 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 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John R. Hsu via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
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 | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
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-Equities | |
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 Sales & Marketing Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Corporate Officer/Principal | |
| CRAVEN HOUSE CAPITAL PLC | Investment Banks/Brokers | Corporate Officer/Principal | |
| NXG CUSHING MIDSTREAM ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Valued Advisers Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman | |
Apollo Diversified Real Estate Fund
 Apollo Diversified Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Apollo Diversified Real Estate Fund is a non-diversified closed-end management investment company. The firm's investment objective is to generate a return comprised of both current income and capital appreciation with moderate volatility and low correlation to the broader markets. The company was founded on November 5, 2013 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Angel Oak Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Compliance Officer | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
| Mercer University | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| Wuhan University | College/University | Undergraduate Degree | |
| Tianjin University | College/University | Undergraduate Degree | |
| Iowa State University | College/University | Undergraduate Degree | |
| The College of William & Mary | College/University | Masters Business Admin | |
| Drake University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Graduate Degree | |
| Georgia College & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Georgia State University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Oklahoma | College/University | Graduate Degree | |
| Xiamen University | College/University | Undergraduate Degree | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Chairman President Treasurer President Director/Board Member Compliance Officer | |
| ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Chief Executive Officer Treasurer President Director/Board Member Compliance Officer | |
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 | |
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 | |
Angel Oak Cos. LLC
 Angel Oak Cos. LLC Investment ManagersFinance Angel Oak Cos. LLC is a financial services company based in Atlanta, GA and has subsidiaries in Canada, United States and Cayman Islands. Angel Oak Companies offers a range of financial services including asset management, investment advisory, mutual funds, lending and financial institution consulting. The private company was founded in 2008 and is led by CEOs Michael Allen Fierman and Sreeniwas Vikram Prabhu. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
| Robert H. Smith School of Business | College/University | Undergraduate Degree | |
Apollo Diversified Credit Fund
 Apollo Diversified Credit Fund Investment Trusts/Mutual FundsMiscellaneous Apollo Diversified Credit Fund is a closed-end interval fund. Its objective is to generate a return comprised of current income and capital appreciation focusing on current income with low volatility and low correlation to the broader market. The company was founded on April 5, 2016 and is headquartered in El Segundo, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Bogazici University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Director of Finance/CFO | |
Palmer Square Capital Management LLC
 Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income | |
| NXG NEXTGEN INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Terry College of Business | College/University | Undergraduate Degree | |
| Indian Institute of Technology Bombay | College/University | Undergraduate Degree |
Statistics
International
| United States | 38 |
| China | 4 |
| United Kingdom | 2 |
| France | 2 |
| Turkey | 2 |
Sectoral
| Consumer Services | 20 |
| Finance | 18 |
| Miscellaneous | 9 |
Operational
| Director/Board Member | 52 |
| Corporate Officer/Principal | 33 |
| Undergraduate Degree | 31 |
| Independent Dir/Board Member | 28 |
| Compliance Officer | 19 |
Most connected contacts
| Insiders | |
|---|---|
| Keith Schappert | 19 |
| Adam Langley | 14 |
| Sreeni Prabhu | 14 |
| Alvin Albe | 13 |
| Ira Cohen | 12 |
| Dory Black | 10 |
| Andrea Mullins | 10 |
| Cheryl Pate | 9 |
| Sam Dunlap | 9 |
| Lu Chang | 9 |
| Harkaran Talwar | 7 |
| Namit Sinha | 6 |
| Matthew R. Kennedy | 6 |
| Daniel Fazioli | 6 |
| Michael Fierman | 6 |
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