Cheryl Pate
Director/Board Member at ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
Network origin in Cheryl Pate first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of British Columbia
341
| College/University | Other Consumer Services | 341 |
The Fuqua School of Business
43
| College/University | Other Consumer Services | 43 |
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).
26
| Subsidiary | Investment Managers | 26 |
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 |
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.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
Angel Oak Funds Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Cheryl Pate via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Trading-Equity | |
| Rochester Christian University | 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 | |
Cormark Securities, Inc.
 Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
| Valued Advisers Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman | |
| ATORO CAPITAL CORP. | Financial Conglomerates | Director of Finance/CFO | |
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity Economist Corporate Officer/Principal | |
| Mercer University | College/University | Masters Business Admin | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Trading-Fixed Income | |
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 | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Graduate Degree Undergraduate Degree | |
| Georgia College & State University | College/University | Undergraduate Degree | |
| Georgia State University | College/University | Masters Business Admin | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
| Simon Fraser University | College/University | Masters Business Admin Masters Business Admin | |
| University of Toronto | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Graduate Degree Masters Business Admin | |
| The Chinese University of Hong Kong | College/University | Masters Business Admin Graduate Degree | |
Society for Information Display
 Society for Information Display Advertising/Marketing ServicesCommercial Services Society for Information Display is a non-profit company that provides information on the latest technological advancements in the display industry. The company is based in San Jose, CA and has subsidiaries in Hong Kong. The company's recent news includes Hyundai Mobis' plans to secure market-leading technologies such as passenger interactive displays, quantum dot mini LED displays, natural 3D displays, hologram AR-HUD, and micro LED displays. Q-Pixel Inc. has announced a full-color, micro LED display with a pixel density that can reach 5,000 pixels per inch. Ultraleap has partnered with BrightSign to distribute its touch-free solution across XC5 media players to enhance digital signage communications and marketing opportunities. Korean researchers have developed an organic light-emitting diode display that can emit light while showing the background underwater by utilizing MXene nanotechnology. ARHT Media is to be the exclusive distributor of a multi-panel holographic display developed by Spanish company Newtonlab Space. Quantum Science has created lead-free quantum dots sensitive to wavelengths of 1,550 nm. | Advertising/Marketing Services | Corporate Secretary | |
Law Society of British Columbia
 Law Society of British Columbia Miscellaneous Commercial ServicesCommercial Services Law Society of British Columbia provides legal services. The firm protects the public interest in the administration of justice by setting and enforcing standards of professional conduct for lawyers. The company is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
British Columbia Bar Association
 British Columbia Bar Association Miscellaneous Commercial ServicesCommercial Services British Columbia Bar Association Operates as a law firm association to provide legal services. The company is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Lohn Caulder LLP
 Lohn Caulder LLP Miscellaneous Commercial ServicesCommercial Services Lohn Caulder LLP provides accounting services. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| Goizueta Business School-Emory | College/University | Masters Business Admin | |
YD Ynvisible SA
 YD Ynvisible SA Electronic Production EquipmentElectronic Technology YD Ynvisible SA engages in the integration of electrochromic displays on a variety of materials and surfaces. Its technology can be used for interactive advertising on magazines and newspapers, expiry dates and content description for smart packages, intelligent furniture and walls, and other objects that feature animations, small videos or any other type of user-activated content. The company was founded in January 2010 and is headquartered in Charneca da Caparica, Portugal. | Electronic Production Equipment | Director/Board Member Director of Finance/CFO | |
The Chartered Professional Accountants of British Columbia
 The Chartered Professional Accountants of British Columbia Miscellaneous Commercial ServicesCommercial Services The Chartered Professional Accountants of British Columbia is an association of accountants based in Vancouver, Canada. and has subsidiaries in Australia. The Canadian company operates as an association of accountants. The CEO of the private company is Lori Mathison. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
TandemLaunch Technologies, Inc.
 TandemLaunch Technologies, Inc. Investment ManagersFinance TandemLaunch Technologies Inc (TandemLaunch Technologies) is a venture capital firm founded in 2010 by Helge Seetzen. The firm is headquartered in Montréal, Canada. | Investment Managers | Chief Executive Officer | |
| J. Mack Robinson College of Business | College/University | Undergraduate Degree | |
Algolux, Inc.
 Algolux, Inc. Information Technology ServicesTechnology Services Algolux, Inc. develops image signal processing pipeline for next-generation cameras. It specializes in computational imaging, the intersection of photography, image processing, computer vision and graphics. The company was founded by Paul Green, Patrick Arbez, Jonathan Assouline and Daniel Nahmias-Leonard in 2013 and is headquartered in Montreal, Canada. | Information Technology Services | Director/Board Member | |
Iovate Health Sciences International, Inc.
 Iovate Health Sciences International, Inc. Medical DistributorsDistribution Services Iovate Health Sciences International, Inc. offers nutritional supplements products. It distributes its products through retailers, health clubs, grocery shops and health food stores. The company was founded in 1954 and is headquartered in Oakville, Canada. | Medical Distributors | Corporate Officer/Principal | |
IRYStec Software, Inc.
 IRYStec Software, Inc. Packaged SoftwareTechnology Services IRYStec Software, Inc. provides perceptual display platform embedded software solutions. It offers computational display, personalized color management, perceptual models, and ambient intelligent. The firm enables consumer device and automotive OEMs to optimize consumer’s display device viewing experience and performance. The company was founded by Tara Akhavan and Afsoon Soudi in 2015 and is headquartered in Montréal, Canada. | Packaged Software | Director/Board Member | |
Aerial Technologies, Inc.
 Aerial Technologies, Inc. Packaged SoftwareTechnology Services Aerial Technologies, Inc. engages in a software company. It operates as home automation systems that provide a cloud-based, user-oriented, ambient intelligent platform that recognizes and learns people’s activities. The company was founded by David Grant, Michel Allegue, Jevin Maltais, and Francois Morel in 2015 and is headquartered in Montreal, Canada. | Packaged Software | Director/Board Member | |
Wrnch, Inc.
 Wrnch, Inc. Packaged SoftwareTechnology Services Wrnch, Inc. operates as computer vision Software Company. It is an automated human motion capture system that takes 2D video and outputs 3D skeletonal animation data. The company was founded by Paul Kruszewski and is headquartered in Montreal, Canada. | Packaged Software | Director/Board Member | |
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 | |
| YNVISIBLE INTERACTIVE INC. | Electronic Production Equipment | Director/Board Member Director of Finance/CFO | |
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. 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 | |
| ME THERAPEUTICS HOLDINGS INC. | Biotechnology | Chief Executive Officer Director/Board Member | |
Angel Oak Real Estate Investment Trust III
 Angel Oak Real Estate Investment Trust III Real Estate Investment TrustsFinance Part of Angel Oak Cos. LLC, Angel Oak Real Estate Investment Trust III acts as a Real Estate Investment Trust/REIT. The company is based in Atlanta, GA. | Real Estate Investment Trusts | Director/Board Member | |
Haila Technologies, Inc.
 Haila Technologies, Inc. Information Technology ServicesTechnology Services Haila Technologies, Inc. is engaged in the development of the next generation wireless connectivity platform. Its ultra low power and multi-protocol independent technology enables deployment of internet of things sensors into existing network infrastructures. The firm focuses on reducing power consumption in smart cities, healthcare and agriculture sectors. The company was founded by Charlotte Savage and is headquartered in Montreal, Canada. | Information Technology Services | Director/Board Member |
Statistics
International
| Canada | 25 |
| United States | 23 |
| France | 2 |
| Hong Kong | 2 |
| Portugal | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 15 |
| Commercial Services | 7 |
| Technology Services | 6 |
| Electronic Technology | 3 |
Operational
| Director/Board Member | 258 |
| Corporate Officer/Principal | 129 |
| Undergraduate Degree | 91 |
| Independent Dir/Board Member | 63 |
| Director of Finance/CFO | 59 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Cheung | 33 |
| Kit Leong Wong | 31 |
| Alexander Helmel | 27 |
| Aaron Keay | 20 |
| Keith Schappert | 19 |
| Darren Urquhart | 17 |
| Rishi Kapoor | 16 |
| Akio Tanaka | 16 |
| Mei Hing Chan | 15 |
| Sreeni Prabhu | 14 |
| Jonathan Bey | 14 |
| Adam Langley | 14 |
| Andrea Zaradic | 14 |
| Brent Nixon | 13 |
| Alvin Albe | 13 |
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