Ron D'Vari - Executive Chairman, Chief Investment Officer, and Co-Founder

Professional Overview

Ron D'Vari is a seasoned financial services executive with extensive experience in investment management, structured finance, and risk advisory. As the Executive Chairman, Chief Investment Officer, and Co-Founder of NewOak, he leverages his deep industry expertise to provide strategic leadership and oversee the firm's investment and advisory activities.

Experience Summary

Current Roles

• Executive Chairman, Chief Investment Officer, and Co-Founder at NewOak (2017-Present)

• Responsible for setting the firm's strategic vision and investment policies, as well as providing high-level oversight and guidance to the executive team.

• Leverages his extensive industry knowledge and expertise to drive the firm's investment decision-making and risk management processes.

• Co-founded NewOak in 2008 and has since led the firm's growth to become a prominent player in the structured finance and risk advisory space.

• CEO and Executive Chairman at NewOak Finance (2020-Present)

• Oversees the operations and strategic direction of NewOak's specialized finance subsidiary, focusing on innovative financial solutions and products.

• Executive Chairman at OrbisPay, FuturePay Holdings Inc., and FinPlusTech (2019-Present)

• Serves as the Executive Chairman for these fintech and financial technology companies, providing strategic guidance and leveraging his industry expertise to support their growth and development.

Career Progression

Prior to co-founding NewOak, Ron held various leadership roles in the financial services industry, including:

• Managing Director and Head of Structured Product Research at Moody's Investors Service (2002-2008)

• Led a team of researchers and analysts responsible for developing structured finance and credit risk models.

• Played a key role in shaping Moody's structured finance research and rating methodologies.

• Managing Director and Head of Structured Products at Deutsche Bank (1998-2002)

• Oversaw the structuring, trading, and risk management of various structured finance products.

• Contributed to the bank's growth in the structured finance market.

Academic Background

• Ph.D. in Finance, University of Michigan (1992)

• Specialized in fixed-income securities, derivative pricing, and risk management.

Areas of Expertise

• Structured finance

• Investment management

• Risk advisory and analytics

• Financial innovation and product development

• Strategic leadership and executive management

Professional Impact

• Recognized as a thought leader in the structured finance and risk management space, with numerous industry publications and speaking engagements.

• Played a pivotal role in shaping industry standards and best practices through his work at Moody's and NewOak.

• Actively involved in the development and adoption of emerging financial technologies, contributing to the growth of the fintech ecosystem.

Conclusion

With his extensive experience, industry expertise, and proven track record of success, Ron D'Vari is well-positioned to continue driving innovation and value creation in the financial services sector. As the Executive Chairman, Chief Investment Officer, and Co-Founder of NewOak, he remains focused on leveraging his strategic vision and leadership to guide the firm's growth and deliver exceptional outcomes for its clients.