Fund Inception | 04/30/2012 |
Name of Issuer | First Trust |
Fund Advisor(s) | First Trust Capital Management L.P. |
Sub-Advisor(s) | Palmer Square Capital Management LLC Vest Financial |
Fund Managers for OMOAX
Michael Peck
Portfolio Manager since 10/20/2014
Michael Peck is President and Co-Chief Investment Officer and responsible for all portfolio management as well as creating and implementing the strategic vision of the firm. Prior to Vivaldi, Michael was a Portfolio Manager at Coe Capital Management, a Chicago-based registered investment adviser and also a Financial Analyst and Risk Manager for Bond Companies. Michael graduated from Lehigh University with a Bachelor of Science in Accounting. He also holds a Masters in Finance and a Master’s in Business Administration in both Finance & Real Estate from DePaul University and is a Chartered Financial Analyst (CFA) charter holder.
Brian Murphy
Portfolio Manager since 06/28/2015
Mr. Brian Murphy serves as Portfolio Manager at Vivaldi Capital Management. Brian joined Vivaldi as a Senior Research Analyst on the investment team with a particular focus on Vivaldi's alternatives portfolios. Brian is responsible for all aspects of the investment process, including investment sourcing, evaluation, and monitoring. He is also a member of the firm's investment committee. Brian has eight years of alternatives investment experience at both multi-manager and single strategy hedge funds, with a particularly deep background in long/short equity and derivatives trading strategies. Prior to joining Vivaldi, Brian was a Director for Voyager Management, a fund of hedge funds firm. He received his B.S. in Finance from Miami University in Oxford, OH.
Daniel Lancz
Portfolio Manager since 12/31/2015
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.
Angie Long
Portfolio Manager since 07/28/2023
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 Moore
Portfolio Manager since 07/28/2023
Mr. Moore is Executive Director, Portfolio Manager and Head of Structured Credit Trading at Palmer Square. Mr. Moore joined Palmer Square in 2013. Prior to joining Palmer Square, Taylor worked at JPMorgan Chase & Co. in New York and Delaware. Mr. Moore was an integral part of the firm’s North American foreign exchange business serving as Associate Product Controller. Mr. Moore 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., Mr. Moore worked at Frontier Investment Bank, a boutique investment bank based out of Kansas City. Mr. Moore received a BA in Economics from Cornell University and is a CFA® charterholder.
Karan Sood
Portfolio Manager since 03/07/2024
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.
Trevor Lack
Portfolio Manager since 01/31/2025
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.