Sam Dunlap

Director/Board Member at ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST

47 year

Miscellaneous

Finance

Consumer Services

Profile

Samuel Riley Dunlap is the founder of Sardis Group LLC.
Mr. Dunlap is a Trustee at Angel Oak Funds Trust since 2019.
Mr. Dunlap is an Independent Trustee & Portfolio Manager at Angel Oak Strategic Credit Fund since 2019.
Mr. Dunlap is a Trustee at Angel Oak Financial Strategies Income Term Trust since 2022.
Mr. Dunlap is a Trustee at Angel Oak Credit Opportunities Term Trust since 2021.
Mr. Dunlap was a Principal at Truist Securities, Inc. Mr. Dunlap was a Principal at Wachovia Bank NA (Charlotte, North Carolina).
Mr. Dunlap was a Trustee at Angel Oak Dynamic Financial Strategies Income Term Trust from 2019 to 2022.
Mr. Dunlap was Chief Investment Officer of Public Strategies at Angel Oak Capital Advisors LLC from 2020 to 2024.
Mr. Dunlap completed undergraduate studies at the University of Georgia in 2001.

Sam Dunlap active positions

Companies	Position	Start
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST	Director/Board Member	01/01/2022
Angel Oak Strategic Credit Fund Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Director/Board Member	01/02/2019
Angel Oak Funds Trust Angel Oak Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	01/01/2019
Angel Oak Credit Opportunities Term Trust Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed ended investment fund	Director/Board Member	01/01/2021

All active positions of Sam Dunlap

Former positions of Sam Dunlap

Companies	Position	End
Angel Oak Capital Advisors LLC Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value.	Head-Fixed Income Invts	01/06/2024
ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST	Director/Board Member	02/01/2022
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Sales & Marketing	-
Wachovia Bank NA (Charlotte, North Carolina) Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Training of Sam Dunlap

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Linked companies

Private companies	9
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Wachovia Bank NA (Charlotte, North Carolina) Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services	Finance
Angel Oak Funds Trust Angel Oak Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Angel Oak Strategic Credit Fund Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Angel Oak Dynamic Financial Strategies Income Term Trust Angel Oak Dynamic Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Angel Oak Capital Advisors LLC Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value.	Finance
Angel Oak Financial Strategies Income Term Trust Angel Oak Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Angel Oak Credit Opportunities Term Trust Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed ended investment fund	Miscellaneous

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