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Our Adviser Investment Approach Competitive Advantages Team

Our Adviser

Eagle Point Income Management LLC is a specialist investment manager focused exclusively on CLO securities and related investments

Eagle Point Income Management LLC (the “Adviser") is an affiliate of Eagle Point Credit Management LLC together (“Eagle Point”), which is the external adviser to Eagle Point Credit Company Inc. (NYSE: ECC). The Eagle Point platform has over $9.3 billion of assets under management1.

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 assets managed by Eagle Point Credit Management LLC, a majority-owned subsidiary of Eagle Point and certain of its affiliates, including committed but undrawn capital.

Investment Approach

With an emphasis on assessing the skill of CLO collateral managers and analyzing CLO structures, the Adviser believes that its approach is more akin to a private equity style investment approach than to the typical process used by many fixed income investors

The goal of the investment process is to outperform the CLO market generally over the long-term. Our investment process involves proactive sourcing and identification of investment opportunities in both the primary and secondary market. We believe that Eagle Point’s relative size and prominence in the CLO market and direct and often longstanding

relationships of the Adviser’s investment team with CLO collateral managers and arranging banks benefit us by enhancing our ability to source investments and secure allocations of CLO debt investments issued in the primary market (the syndications of which can be oversubscribed).

Competitive Advantages

Specialized Investment Team

Our Adviser is exclusively focused on CLO securities and related investments, and each member of the senior investment team is a CLO industry specialist who has been directly involved in the CLO market for the majority of his career.

Differentiated Investment Strategy and Process

We pursue a differentiated strategy within the CLO debt market premised upon our Adviser’s emphasis on assessing the skill of CLO collateral managers and analyzing the structure of a CLO.

Senior Investment Team

Managing Partner

Thomas P. Majewski

Principal and Portfolio Manager

Daniel W. Ko

Principal and Portfolio Manager

Daniel M. Spinner, CAIA

Thomas Majewski is a Managing Partner of the Adviser and Managing Partner and founder of Eagle Point Credit Management (founded in November 2012). Mr. Majewski has been involved in the formation and/or monetization of many CLO transactions across multiple market cycles. Mr. Majewski led the creation of some of the earliest refinancing CLOs, introducing techniques that are now commonplace in the market. He has spent his entire career in the structured finance and credit markets. Mr. Majewski is a member of the Adviser’s Board of Managers and Eagle Point Credit Management’s investment committee. Mr. Majewski’s experience in the CLO market dates back to the 1990s.

Prior to joining Eagle Point Credit Management in September 2012, Mr. Majewski was a Managing Director and U.S. Head of CLO Banking at RBS Securities Inc., or “RBS,” from September 2011 through September 2012, where he was responsible for all aspects of RBS’s new-issue CLO platform. Prior to joining RBS, Mr. Majewski was the U.S. country head at AMP Capital Investors (US) Ltd., from August 2010 through September 2011, and AE Capital Advisers (US) LLC, from April 2008 through August 2010, where he was responsible for investing in credit, structured products and other private assets on behalf of several Australian investors. Prior to this, Mr. Majewski was a Managing Director and head of CLO banking at Merrill Lynch Pierce Fenner and Smith Inc. Mr. Majewski also has held leadership positions within the CLO groups at JPMorgan Securities Inc. and Bear, Stearns & Co. Inc. Mr. Majewski serves as a director of a portfolio company of Trident VI, L.P. and related investment vehicles, as a member of the board of managers and investment committee of Marble Point, and as a director of Marble Point Loan Financing Limited, an investment fund managed by Marble Point. Mr. Majewski has a B.S. from Binghamton University and has been a Certified Public Accountant (inactive).

Mr. Majewski also serves as a member of the board of directors of Eagle Point Credit Company Inc.
Daniel Ko is a Principal and Portfolio Manager of the Adviser and 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 the Adviser and 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.

Investment Personnel

Director

Daniel R. Wohlberg

Director

Patricia J. Antonios

Vice President

Sam Yoon

Dan Wohlberg is a Director at the Adviser and 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 the Adviser and 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.

Associate

Nouri Al-Othman

Nouri is an Associate at 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.

Senior Business Team

Chief Financial Officer and Chief Operating Officer

Kenneth Onorio, CPA

General Counsel and Chief Compliance Officer

Nauman S. Malik

Principal and Director of Marketing and Investor Relations

Kyle McGrady

Ken Onorio is the Chief Financial and Operating Officer of the Adviser and Eagle Point Credit Management. Additionally, he also serves as Chief Financial and Operating Officer of Eagle Point Income Company Inc. and Eagle Point Credit Company Inc. Prior to joining Eagle Point Credit Management in 2014, Mr. Onorio was an Executive Director within Private Equity and Hedge Fund Administration at JPMorgan Alternative Investment Services from September 2008 to July 2014. During his tenure at JPMorgan, his responsibilities included managing Hedge Fund and Private Equity Fund Administration.

Mr. Onorio received his B.S. from Fordham University and is a Certified Public Accountant (inactive).
Nauman Malik is the Chief Compliance Officer of Eagle Point Income Company Inc. and also serves as the General Counsel and Chief Compliance Officer of the Adviser and Eagle Point Credit Management. He also serves as the Chief Compliance Officer of Eagle Point Credit Company Inc. Nauman is primarily responsible for oversight of Eagle Point’s legal and compliance affairs and manages the compliance program of the registered investment advisers. 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 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

Deputy Chief Compliance Officer

Courtney B. Fandrick

Director of Operations

D. Taylor Pine

Lena Umnova joined Eagle Point in 2015 and is the Chief Accounting Officer of the Adviser and Eagle Point Credit Management. 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.
Courtney Fandrick is the Secretary of Eagle Point Income Company Inc. and also serves as the Deputy Chief Compliance Officer of the Adviser and Eagle Point Credit Management. She is responsible for overseeing each investment adviser’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 Income Company Inc. and Eagle Point Credit Company Inc.

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.