• Who we are
    About White Oak
    Leadership & Professionals
  • What we do
    Credit Solutions
    Asset Based Lending
    C-PACE Lending
    Commercial Finance
    Equipment Leasing & Financing
    Factoring
    Lender Finance
    Securitizations
    Term Loans
    Trade Finance
    Treasury & Credit Services
    UK Small Business Lending
    Industry Expertise
    Healthcare
    Industrials
    Transportation
    Energy
    Materials
    Technology
    Consumer
    Media
    Government
    Real Estate
    Staffing
  • Our Values
  • Media Center
    Press Releases
    White Oak in the News
    Insights
  • Contact Us
    Offices
    Investor Relations
    Careers

Investor Day 2021

White Oak Summit Fund Portfolio Review


Presentation:

Investor Day 2021 - Summit

logo logo
WHO WE AREWHAT WE DOOUR VALUESMEDIA CENTERCONTACT USFOR INVESTORSCAREERS

White Oak is a trademark of White Oak Financial, LLC and its subsidiaries, affiliates and associated entities, including White Oak Global Advisors, LLC, an SEC-registered investment adviser, and White Oak Merchant Partners, LLC, a registered broker-dealer (member FINRA, SIPC). Individuals listed as management also includes the management of certain entities beneficially owned by funds and accounts managed by White Oak Global Advisors, LLC, referred to as "Financing Affiliates." Please refer to White Oak Global Advisors, LLC's Form ADV Part 2A for additional information. Nothing on the site is an offer or solicitation to buy or sell any security. Although the site may include investment-related information, nothing on the site is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. We do not give any advice or make any representations through the site as to whether any security or investment is suitable for you or will be profitable.

Office Locations include locations of certain entities beneficially owned by White Oak funds and managed accounts.

TERMS OF USE | PRIVACY POLICY
©2025 WHITE OAK FINANCIAL, LLC. ALL RIGHTS RESERVED.

We use cookies to make your experience of our website better. We need to ask for your consent to set these cookies. Please note that if you keep browsing this website without electing an option, your consent is deemed to be given.

By clicking “agree” or continuing to browse this website without electing an option, you are also accepting our Privacy Policy.

For questions relating to our Privacy Policy, please contact us using our toll free number, 1-855-WHT-EOAK (1-855-948-3625), or email us at compliance@whiteoaksf.com.

AgreeCancel