Oakpoint Advisors is an alternative asset placement agent established with the purpose of providing comprehensive sales and marketing services to asset managers.

Capital RaisingInvestor Servicing

About Us

Our objective
to be successful in meeting the capital needs of our clients.

Our objective is to be successful in meeting the capital needs of our clients. We aim to become trusted partners and a true extension of the manager and its brand. Our process requires us to have an in-depth understanding of the investment and non-investment functions of our managers. Our economic model is designed to align our success with that of our managers.



Benefits to our clients include

Scale
a dedicated team of senior marketing professionals

Reach
well developed institutional investor network

Cost
variable cost model, client only pays for success

Process
registered reps documenting all investor interaction

Alignment
objective third party representation



capital raising

The Intellect
TO DEVELOP A CUSTOMIZED APPROACH FOR EACH CLIENT.

Branding and Product Positioning
Production of Marketing Materials
New Business Development
Customized Campaigns and Roadshows

  • team of dedicated capital raising professionals
  • large network of worldwide relationships that span the entire range of professional investors
  • experience across a wide range of strategies
  • well developed process for marketing honed over multiple campaigns
  • low (1-1) mandate/professional limit
  • success-based fee model
  • regular status reports, calendar management and continuous market research updates
  • all capital raising professionals are registered


Investor Servicing

The Judgment
needed to provide effective investor relations counsel.

Due Diligence Documents
Portfolio Diagnostics
Organization of Information Flow
Ongoing Client Service and Correspondence

  • update and distribute all investor communication and correspondence
  • conduct regular portfolio update calls with investors
  • create bespoke reports requested by investors
  • create/host quarterly calls/investor letters
  • build and maintain the public and private website and online investor portals
  • update and maintain robust internal and external databases with all investor interactions


Our Team

Our leading team has successfully worked across all major hedge fund strategies. We are constantly developing and refining our extensive institutional network of endowment, foundations, public and private pensions, consultants, sovereigns and family offices.

Gerard Coughlin

Managing Partner

Gerry is the Managing Partner of Oakpoint Advisors. Prior to founding Oakpoint Advisors in 2009, he spent his entire career at Morgan Stanley. He joined Morgan Stanley in 1989 in the Equity Controllers group, working in New York, Tokyo, Singapore and Hong Kong. He established Morgan Stanley's equity trading and sales trading for Southeast Asia in Singapore, before moving to Hong Kong in 1999 to run regional sales trading, and ultimately assuming responsibility for Asia distribution globally. Gerry returned to New York in 2004 as a member of the Prime Brokerage Executive Committee, where he assumed responsibility for Capital Introductions and Business Consulting. In 2006, Gerry was named Global Head of Sales where he was responsible for overall coverage of the firm's prime brokerage clients as well as any new business. In early 2012, he stepped away from day to day management of Oakpoint and became President of Vinik Asset Management, a multi-billion dollar equity long/short fund. In that capacity, Gerry was charged with restructuring the entire infrastructure of Vinik Asset Management and ensuring the firm met all standards of "best practices". He was directly responsible for Finance, Marketing, Operations, Trading and Technology at Vinik as was one of five members of the Management Committee. Gerry returned full time to Oakpoint in July of 2013 and assumed the role of Managing Partner. He holds a BS in Finance with honors from Northeastern University.

Gerry is FINRA registered series 7, 9, 10 63, and 24.

Chris Capozzalo

Partner/COO

Chris is a Partner and Chief Operating Officer at Oakpoint Advisors and has been with the firm since 2009. Prior to joining Oakpoint, Chris served as Vice President at Citigroup as a Structurer for the Prime Brokerage and Equity Derivatives groups. Before his 3 years at Citigroup, he worked at Amaranth Advisors LLC as a member of their Treasury and Portfolio Finance department. During his 4 years at Amaranth Chris contributed to the build out and development of Amaranth's middle office. With the Treasury and Portfolio Finance team Chris reduced financing costs and collateral usage through swaps, securities loans, repurchase agreements, strategic asset allocation and hedging techniques at various custodians and broker dealers. He started his career at Morgan Stanley and has a BA in Finance from Pace University. Chris is FINRA registered series 7 and 63.

Michael O'Neill

Partner

Michael is a Partner at Oakpoint Advisors. Prior to joining Oakpoint, Michael was a Managing Director at Guggenheim Partners in Chicago where he marketed the firm's products and services to family offices. Prior to Guggenheim Partners, Michael Co-Founded First Street Capital Partners where he provided marketing consulting services and raised assets for alternative investment managers. Previously, he was a Senior Vice President and Head of Sales at Calamos Investments where he was responsible for intermediary distribution. Prior to his work in financial services, Michael played professional hockey for 12 years. He received a BA in Economics and Political Science from Yale University and an MBA in Finance and Marketing from the J.L. Kellogg School of Management at Northwestern University. Michael is FINRA registered series 7, 63, 65, and 24.

William Bonner, CFA

Managing Director

Bill is a Managing Director and a member of the Capital Team at Oakpoint Advisors. Prior to joining Oakpoint, Bill was a Vice President at Axiom International Investors where he marketed traditional equity strategies to U.S. and non-U.S. institutional investors. Prior to Axiom, Bill was a Managing Director and Head of Business Development at HomeField Capital where he marketed U.S. equity long/short funds to institutional and high net worth investors. Previously, he was a Vice President at JP Morgan working in both fixed income trading and equities sales trading for thirteen years. Before embarking on a financial career, Bill was a Captain and fighter pilot in the United States Air Force. Bill received a BS in Finance from the University of Maryland.

Shea Spade

Analyst

Shea is an analyst at Oakpoint Advisors. Prior to joining the firm in 2014, Shea worked at Franklin Templeton Investments as a business analyst. She previously worked in the Finance and Accounting department for the Tampa Bay Lightning after graduating from the University of South Florida with a BS in Finance.

Shea is registered with FINRA and holds the series 7.

Maya Drutau

FINOP

Maya Drutau serves as the FINOP of Oakpoint’s registered broker dealer Oakpoint Solutions, LLC. Prior to joining the firm in 2014, Maya spent over 15 years as an industry professional in the area of financial and regulatory reporting. Maya served for 5 years at BISYS Regulatory Services as a supervisor in the Financial Reporting division. Ms. Drutau holds her Series 27 and obtained her FINOP license in 2003. Since her time with BISYS, Maya has provided FINOP services to over 20 investment companies and registered broker-dealers.

Michael Counihan

Analyst

Michael is an analyst at Oakpoint Advisors and joined the firm in 2014. 



Contact Us

For General Inquiries

Please email us at:
info@oakpointadv.com

For Capital Raising Matters

Please contact Gerry Coughlin at:
gcoughlin@oakpointadv.com   +1 (212) 588-6401

Tampa

New York

Chicago

Brokerage services provided by Oakpoint Solutions LLC, a registered broker-dealer with the SEC Member FINRA | SIPC | Disclosure