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First Trust Multi-strategy Fund Class I Shares (OMOIX)
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24.43
0.00
0.00%
02/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 980.31M
Vivaldi Multi-Strategy I
24.43
0.00
0.00%
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OMOIX Overview
On this page you'll find an in-depth profile of First Trust Multi-strategy Fund Class I Shares. Learn about the key management, total assets, investment strategy and contact information of OMOIX among other information.
Contact Information
Address
120 E. Liberty Drive, Suite 400
Wheaton,IL 60187
United States
Wheaton,IL 60187
United States
Phone
+1 8006211675
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeremiah Charles | Vice President | 2025 | Now |
| Biography | Mr. Charles is a Portfolio Manager for the First Trust Mortgage Securities Team. Prior to joining First Trust in 2013, Mr. Charles was a Vice President of Mortgage Product Sales at CRT Capital and a Senior Portfolio Manager at Deerfield Capital Management. | ||
| Owen Aronson | Portfolio Manager | 2025 | Now |
| Biography | Owen Aronson is a Vice President and Portfolio Manager for First Trust. Prior to joining First Trust in 2020, Mr. Aronson worked as Vice President at Neuberger Berman in the Global Securitized Products team where he was involved in the research, trading, and management of securitized risk across a range of fixed income and real estate debt portfolios. Mr. Aronson began his career as an Analyst at Lehman Brothers Asset Management in 2007. Mr. Aronson holds a B.A. in Economics from the University of Chicago. | ||
| Samuel Cecil | - | 2025 | Now |
| Biography | Samuel Cecil is a portfolio manager of the Fund’s Residential Mortgage-Backed Securities strategy. Mr. Cecil is a Portfolio Manager for the First Trust Government & Securitized Products Group. He has over 14 years of research, investment and banking experience. At FTA, he focuses primarily on the management and investment analysis of the non-agency RMBS sector. Prior to joining FTA in 2021, Samuel spent the majority of his career at Wells Fargo Securities with roles in both non-agency RMBS Research and Structured Real Estate. Mr. Cecil holds a B.A. in Economics from Columbia University and an MBA from Wake Forest University’s Babcock Graduate School of Management. | ||
| Sam Dunlap | Managing Director, Chief Investment Officer - Public Strategies | 2025 | Now |
| Biography | Sam is a Managing Director and Chief Investment Officer of the public strategies at Angel Oak Capital Advisors. He serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF, and he manages some of the separately managed accounts for the Advisor’s clients. Sam serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on Bloomberg, CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Barron’s. Sam joined Angel Oak in 2009 but began his capital markets career in 2002 and has investment experience across multiple sectors of the fixed income market. Prior to joining Angel Oak, he spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam spent two years at Wachovia in Charlotte, NC, supporting the agency mortgage pass-through trading desk. Sam holds a B.A. degree in Economics from the University of Georgia. | ||
| Colin McBurnette | Portfolio Manager | 2025 | Now |
| Biography | Colin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, the UltraShort Income Fund, the Multi-Strategy Income UCITS Fund, and the Strategic Mortgage Income Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Colin focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market. Colin serves as a voting member of the firm’s public funds Investment Committee. He is also a speaker on many of the firm’s quarterly calls for both its private and public funds. Prior to Angel Oak, Colin worked for an Atlanta-based boutique investment firm where he was responsible for the acquisition and management of their distressed debt portfolio, as well as the development of their proprietary financial technology platform. Previously, Colin worked in the Real Estate Capital Markets group for Wachovia Bank and Wells Fargo where he focused on risk management for their commercial real estate REPO lines. Colin holds B.B.A. degrees in Banking & Finance and Real Estate from the Terry College of Business at the University of Georgia. | ||
| Trevor Lack | Portfolio Manager | 2025 | Now |
| Biography | Mr. Lack has over 10 years of experience as a Portfolio Manager. Mr. Lack joined the Sub-Adviser in 2019. Prior to joining the Sub-Adviser, Mr. Lack worked at ProShare Advisors LLC from 2011 to 2019. Mr. Lack received a master’s degree in finance from Johns Hopkins University. He also holds a bachelor’s degree in business from Northeastern University. | ||
| Karan Sood | - | 2024 | Now |
| Biography | Mr. Sood has over fifteen years of experience in derivative based investment strategy design and trading. Mr. Sood founded Vest in 2012. Prior to Vest, Mr. Sood worked at ProShares Advisors LLC. Prior to ProShares, Mr. Sood worked as a Vice President at Barclays Capital. Last based in New York, he was responsible for using derivatives to design structured investment strategies and solutions for the firm’s clients in the Americas. Prior to his role in New York, Mr. Sood worked in similar capacity in London with Barclays Capital’s European clients. | ||
| Angie K. Long | CIO (Chief Investment Officer) | 2023 | Now |
| Biography | Ms. Long has been the Chief Investment Officer of Palmer Square since February 2011. She has key responsibilities for all investment-related activities with a particular focus on portfolio construction and risk management. Prior to joining Palmer Square, Ms. Long worked for J.P. Morgan Chase & Co. in New York from 1998 to 2011. There, she held a variety of management and trading roles, including Deputy Head of Credit Trading for North America, Head of High Yield Trading, and Head of Credit Derivatives Trading. She has been a trader and investor within many products and strategies including high yield bonds, high yield credit derivatives, distressed debt, capital structure arbitrage and structured credit. Among other career achievements, Ms. Long is credited with creating the High Yield Debt Index, the first liquid credit trading index. She was named a managing director of J.P. Morgan Chase & Co. at age 29. She was responsible for building J.P. Morgan’s High Yield Credit Derivatives business and Credit Options business. She received an AB degree in Economics from Princeton University in 1997 and is a CFA® charterholder. | ||
| Taylor R Moore | Executive Director | 2023 | Now |
| Biography | Taylor joined Palmer Square in 2013 and is a member of the firm's structured credit investing team, as well as head of structured credit trading. He is responsible for trading the firms CLO, CMBS, RMBS, and ABS investments. Prior to joining Palmer Square, Taylor worked at JPMorgan Chase & Co. in New York. Taylor was an integral part of the firm’s North American foreign exchange business serving as Associate Product Controller. In particular, Taylor played a key role in all financial operations and management of JPMorgan’s Forward and Spot foreign exchange trading desks. He began his career at JPMorgan as part of the firm’s Corporate Development Program, a two-year selective leadership development program. Prior to JPMorgan Chase & Co., Taylor worked at Frontier Investment Bank, a boutique investment bank based out of Kansas City. Taylor received a BA in Economics from Cornell University. During his time at Cornell, Taylor was a member of four top ten NCAA Wrestling teams and traveled to Beijing in 2008 to represent team USA in the FILA Junior World Championships. He is also a CFA ® charterholder. | ||
| Daniel Lancz | Portfolio Manager | 2015 | Now |
| Biography | Mr. Lancz has served as Portfolio Manager for Vivaldi Asset Management since November 2014. Prior to joining Vivaldi, Mr. Lancz was the Chief Compliance Officer, Director of Research and Member of the General Partner of Glenfinnen Capital LLC since 2003. Mr. Lancz was also the Director of Research at Augusta Capital Management L.P. from 2000 until 2003. Mr. Lancz received a Bachelor of Science degree from Miami University. | ||
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