With over $9.3 billion of AUM, Eagle Point Credit Management is a specialist investment manager focused on niche, income-oriented credit strategies in inefficient markets including collateralized loan obligations (”CLOs”), Portfolio Debt Securities, and other opportunities across the credit universe1

Eagle Point was founded in 2012 by Thomas Majewski and Stone Point Capital. Eagle Point manages capital on behalf of institutional, high-net worth and retail investors through private funds, separately managed accounts, publicly-listed closed-end vehicles, and public-non traded vehicles

1As of January 31, 2024, includes committed but undrawn capital and assets managed by Eagle Point Credit Management LLC and certain of its affiliates.

ECC pursues a differentiated private equity style investment approach focused on proactively sourcing investment opportunities in CLO equity, seeking to take a significant stake and to influence the key terms and conditions

The objective of our investment process is to source, evaluate and execute investments in CLO securities that we believe have the potential to outperform the CLO market generally. We believe our process is more akin to a private equity style investment approach than to the typical process used by many investors in freely tradable fixed income-type securities, such as CLO equity and debt. We believe that our emphasis on assessing the skill of the CLO collateral manager and analyzing the structure of the CLO further differentiates our approach to investing in CLO securities.

To read more about Risks and Other Considerations click here.

ECC pursues a differentiated private equity style investment approach focused on proactively sourcing investment opportunities in CLO equity, seeking to take a significant stake and to influence the key terms and conditions

Specialized Investment Team

Eagle Point is a specialist investment manager focused on niche, income-oriented investments. While investment strategies pursued by the Firm include CLO equity, CLO debt and Portfolio Debt Securities, each member of the senior investment team is a CLO industry veteran who have been directly involved in the market for the majority of their careers with deep market relationships.

Differentiated Investment Strategy and Process

ECC pursues a differentiated private equity style approach focused on proactively sourcing investment opportunities in CLO equity, seeking to take significant stakes and influence the key terms and conditions.

CHIEF EXECUTIVE OFFICER

Thomas P. Majewski

Principal and Portfolio Manager

Daniel W. Ko

Principal and Portfolio Manager

Daniel M. Spinner, CAIA

Thomas Majewski is the Managing Partner and founder of Eagle Point Credit Management. He has been involved in the formation and/or monetization of well over 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets.

Prior to founding Eagle Point, Tom was a Managing Director and Head of CLO Banking, where he was responsible for all aspects of RBS's new-issue CLO platform. Prior to joining RBS, Tom was the U.S. country head at AMP Capital/AE Capital, where he was responsible for investing in credit, structured products and other private assets on behalf of several Australian investors.  Prior to this, Tom was a Managing Director and head of CLO Banking at Merrill Lynch, where he successfully re-launched the business after several years of limited activity by the firm. Tom also has held leadership positions within CLO and/or securitization groups at JPMorgan, Bear Stearns and Arthur Andersen.

Tom is a Director of Eagle Point Credit Company (NYSE: ECC), Eagle Point Income Company (NYSE: EIC), and Marble Point Loan Financing (LSE: MPLF).

Tom has a B.S. in accounting from Binghamton University and is a Certified Public Accountant (inactive).
Daniel Ko is a Principal and Portfolio Manager of Eagle Point Credit Management. He is responsible for selecting and structuring strategic investment opportunities in the primary CLO market, analyzing secondary CLO market opportunities, executing trades, and monitoring Eagle Point’s investments. Dan has specialized in structured finance throughout his entire career.

Prior to joining Eagle Point, Dan was a Vice President at Bank of America Merrill Lynch in the CLO structuring group. He was responsible for modeling the projected deal cash flows, negotiating deal terms with both debt and equity investors, and coordinating the rating process. In addition, he was responsible for exploring non-standard structuring initiatives such as financing trades with dynamic leverage, emerging market CBOs and European CLOs. Prior to joining the CLO structuring group, Dan managed BAML’s legacy CLO, TruPS CDO and ABS CDO portfolios. Prior to Bank of America’s merger with Merrill Lynch, Dan was an associate in Merrill Lynch's CDO structuring group, in the same division as Tom.

Dan graduated Magna Cum Laude from the University of Pennsylvania’s Wharton School with a B.S. in finance and accounting.
Daniel Spinner is a Principal and Portfolio Manager of Eagle Point Credit Management. He is primarily responsible for manager evaluation and due diligence and for monitoring Eagle Point’s investments. Dan is an alternative asset management industry specialist with 18 years of experience advising, financing, and investing in alternative asset management firms and funds. Dan’s direct experience in the CLO market dates back to the late 1990s.

Prior to joining Eagle Point, Dan managed the Private Equity, Special Opportunities Credit and Real Estate allocations for the 1199SEIU Benefit and Pension Funds. With assets of over $9 billion, the 1199SEIU Funds are collectively among the largest Taft-Hartley plans in the US. Prior to 1199SEIU, Dan was a Managing Director in the Financial Institutions Group at Bear Stearns focused on alternative asset managers. Prior to Bear Stearns, Dan was the co-founder and President of Structured Capital Partners, a financial holding company formed to invest in structured credit managers. Dan began his career as an investment banker in the Financial Institutions Group at JPMorgan, where he had coverage responsibility for many of the managers issuing transactions with the CLO group which Tom jointly led.

Dan earned a BA, summa cum laude, from Gettysburg College and an MBA from Columbia University.

Director

Daniel R. Wohlberg

Director

Patricia J. Antonios

Vice President

Sam Yoon

Dan Wohlberg is a Director at Eagle Point Credit Management. He specializes in analyzing asset managers, evaluating opportunities in the primary and secondary CLO markets (with an emphasis on CLO documentation and structuring), developing Eagle Point strategic initiatives and monitoring Eagle Point’s investments. Dan has over a decade of experience investing in and advising others with respect to complex structured finance transactions and derivatives.

Prior to joining Eagle Point, Dan advised a broad array of market participants in structured finance transactions and other complex financings, often in a cross-border context, as well as in connection with derivatives while at leading financial service law firms in New York and North Carolina. Dan has also held positions advising banks, asset managers, investors and individuals regarding leveraged lending, bankruptcy, securities laws & regulation and public/OTC derivatives across numerous asset classes and jurisdictions.

Dan received his J.D., cum laude, from Brooklyn Law School, where he was an editor for the Brooklyn Journal of Corporate, Financial and Commercial Law, and his B.A., cum laude, from Stony Brook University. He is admitted to the bar in New York, New Jersey and North Carolina.
Patricia Antonios is a Director at Eagle Point Credit Management. She is responsible for assisting the Senior Investment Team in all facets of the investment process, focusing on analysis, structuring and trade execution in the primary and secondary CLO market.

Prior to joining Eagle Point, Patricia was a Junior Trader/Analyst on Citigroup’s CLO/CDO Secondary Trading Desk. In addition to trading across the CLO stack, Patricia managed all Bids Wanted in Competition (BWICs), customer and desk axes and the desk’s Profit & Loss on a daily basis. Prior to her year on the CLO Trading Desk, Patricia spent three years on Citi’s Structured Finance Desk in New York, including a six-month rotation in Hong Kong. She helped structure and execute complex debt issuances in the Transportation, Infrastructure, and Power & Energy sectors. Patricia’s responsibilities included extensive cash flow modeling and credit analysis, as well as performing due diligence and preparing investor marketing and rating agency materials.

Patricia graduated Cum Laude from the University of Pennsylvania with a B.S. in Systems Engineering and a B.A. in Economics.
Sam is a Vice President at Eagle Point Credit Management. He is responsible for assisting the Senior Investment Team in all facets of the investment process, focusing on analysis, structuring and trade execution in the primary and secondary CLO market.

Prior to joining Eagle Point, Sam was a Vice President at Good Hill Partners. In addition to helping manage Good Hill’s CLO portfolio, he executed trades, modeled cash flows, developed CLO valuation models and databases, and prepared market commentary for investors. Prior to Good Hill Partners, Sam was an Associate Portfolio Manager at MKP Capital Management where he focused on the CLO strategy. Sam also traded European RMBS, AT1 securities, and CDS Indices at MKP, including one year of international experience in London. Sam started his career at PricewaterhouseCoopers in their FSR (Financial Instruments, Structured Products and Real Estate) practice.

Sam graduated from Villanova School of Business with a B.S. in Finance and Accounting and a Masters of Accounting.

Analyst

Nouri Al-Othman

Nouri is an Analyst of Eagle Point Credit Management. He is responsible for assisting the Senior Investment Team in all facets of the investment process. Prior to joining Eagle Point, Nouri was an Associate at JPMorgan Chase within the Portfolio Analysis Group. Prior to joining JPMorgan Chase, Nouri was an Analyst at Mariner Investment Group as part of the Regulatory Capital Relief Strategy in which he primarily focused on evaluating infrastructure credit opportunities and conducting due diligence.

Nouri graduated from both the Wharton School and the College of Arts and Sciences at the University of Pennsylvania with a B.S. in Finance and Statistics and a B.A. in Mathematics.

Chief Financial and Chief Operating Officer

Kenneth Onorio, CPA

CHIEF COMPLIANCE OFFICER

Nauman S. Malik

Principal and Director of Marketing and Investor Relations

Kyle McGrady

Ken Onorio joined Eagle Point in 2014 and is the firm’s Chief Financial and Operating Officer. Ken’s primary responsibilities include oversight of the firm’s Finance, Operations and Tax Departments as well as management of the firm’s key vendors. Ken has over 25 years of experience spanning multiple facets of asset management and financial services and possesses a comprehensive knowledge of Private Equity and Hedge Fund structures, credit products and financial controls.

Ken joined Eagle Point from JPMorgan Alternative Investment Services where he was an Executive Director of Private Equity and Hedge Fund Administration. Previously, Ken was the Chief Financial Officer of Sailfish Capital and Financial Controller of Amaranth Advisors. Ken began his career as an Auditor with Coopers and Lybrand.

Ken holds a B.S. in Accounting from Fordham University and is a Certified Public Accountant (inactive).
Nauman Malik is Eagle Point Credit Management’s General Counsel and Chief Compliance Officer. Nauman is primarily responsible for oversight of Eagle Point’s legal and compliance affairs and manages the compliance program of the Registered Investment Adviser.

Prior to joining Eagle Point Credit Management in June 2015, Nauman was an attorney with Dechert LLP’s Financial Services Group and focused his practice on investment advisers, private funds (including hedge funds and private equity funds), open and closed-end registered investment companies, and non-US fund distribution matters. Prior to Dechert, Nauman was General Counsel and Chief Compliance Officer of an Asia-focused alternative investment manager that managed a variety of investment strategies, including equities, real estate and managed futures, and that had operations that spanned across the United States, India and Singapore. During his 4 year tenure, Nauman was responsible for managing the legal aspects of the firm as well as the firm’s SEC-compliance program.

Nauman obtained his J.D. (cum laude) from Georgetown University Law Center and graduated Magna Cum Laude from the University of Pennsylvania’s Wharton School with a B.S. in finance, marketing and operations and information management.
Kyle McGrady is a Principal and Director of Marketing and Investor Relations at Eagle Point Credit Management.

Mr. McGrady is responsible for leading all product development and fundraising efforts at Eagle Point and its affiliated companies.  Prior to joining Eagle Point in April 2015, Mr. McGrady was a Director of Business Development at ZAIS, where he had worked for nine years.  Prior to joining the business development team in 2011, Mr. McGrady was a portfolio manager primarily responsible for the surveillance and analysis of structured credit investments. Prior to his role as portfolio manager, Mr. McGrady provided middle office support, asset valuation, and surveillance.  During his tenure at ZAIS, Mr. McGrady worked extensively with cash-flow CLOs including modeling and working closely with developers on the buildout of ZAIS’s proprietary structured credit analytics.   

Kyle has a B.S. in Finance from Rutgers Business School, where he graduated Magna Cum Laude.

Chief Accounting Officer

Lena Umnova

SECRETARY

Courtney B. Fandrick

Director of Operations

D. Taylor Pine

Lena Umnova joined Eagle Point in 2015 and is the firm’s Chief Accounting Officer. Her primary responsibilities include oversight of the firm’s independent administrator, monthly NAV reporting, financial statement production and regulatory filings. Lena has over 14 years of experience in accounting and financial reporting functions within the asset management industry.

Prior to joining Eagle Point, Lena was a Project Manager at Mariner Investment Group, where she supported the firm’s systems development and integration. Previously, Ms. Umnova was at JP Morgan Alternative Investment Services and Paloma Partners LLC where she was responsible for various administrative and accounting functions.

Lena has a Master’s Degree in Business Administration from Bridgeport University and a Bachelor’s Degree in Economics from Grodno State University, Belarus.
Ms. Fandrick joined Eagle Point in December 2014 as Deputy Chief Compliance Officer. She is responsible for overseeing the firm’s compliance program along with Eagle Point’s CCO, which includes ensuring compliance with the firm’s policies and procedures, forensic testing, completing regulatory filings and other related tasks. Additionally, Ms. Fandrick serves as the Secretary for Eagle Point Credit Company Inc and Eagle Point Income Company LLC.

Before joining Eagle Point, Ms. Fandrick was a Senior Compliance Associate at Bridgewater Associates, LP and prior to that was a Compliance Associate at PanAgora Asset Management.

Ms. Fandrick received her B.A. in Mathematics and Statistics from Miami University and her MBA from University of Phoenix.
Taylor Pine is the Director of Operations at Eagle Point Credit Management. Prior to joining Eagle Point in August 2017, Mr. Pine was a Director of Risk Management and Valuation at ZAIS, where he had worked for fifteen years. Prior to joining the risk management team, Mr. Pine held various analyst and managerial positions within the operations and finance departments as well as ZAIS Groups analytics subsidiary ZAIS Solutions. Prior to ZAIS, Taylor was the Trading Operations Manager at Beacon Hill Asset Management.

Taylor has a B.A. in Economics from Rutgers University.