Seth Katz

Partner, Head of Investments @ Summit Trail Advisors

About

Lead Summit Trail’s efforts in private equity, direct investments and overall manager research. Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. Formerly Head of Manager Research & Selection in the US for Barclays. Responsible for the sourcing, selection, and monitoring of long-only equity/fixed income, hedge fund, and private assets (private equity/real estate, etc.) managers. Additionally, had global responsibility for private assets due diligence. Platforms served included the UK, EMEA, Asia, and the US. Clients included high net worth individuals, family offices and institutions. Experience managing and directing endowment and for-profit private equity portfolios with aggregate commitment values exceeding $6 billion. Experienced in all facets of asset allocation, due diligence and portfolio construction as well as sell-side marketing and fundraising. Multilingual and comfortable in diverse cultural environments having spent significant time living and working abroad.

Country

United States

City

New York

Industry

Investment Management

Skill

Valuation, Alternative Investments, Due Diligence, Venture Capital, Private Equity, LBO, Portfolio Management, Investments, Equities, Asset Allocation, Fund Of Funds, Funding, Emerging Markets, Investment Banking, Hedge Funds, Asset Management, Financial Modeling, Capital Markets, Management, Strategy

Experience

Partner, Head of Investments

Summit Trail Advisors

2015-10 - Present · 11 yrs

New York City Metropolitan Area

Head of Manager Research & Selection, US and Global Head of Private Assets Due Diligence

Barclays

2010-8 - 2015-10 · 5 yrs 3 mos

Greater New York City Area

Head of Manager Research & Selection team in the US for Barclays. Responsible for the sourcing, selection, and monitoring of long-only equity/fixed income, hedge fund, and private asset (private equity/real estate, etc.) managers. Additionally, have global responsibility for private asset due diligence. Platforms served include the UK, EMEA, Asia, and the US. Clients include high net worth individuals, family offices and institutions.

Founder and Director

Henry Street Analytics

2009-2 - 2010-8 · 1 yr 7 mos

Created alternative assets consulting and software development company. Chief Architect and production lead for outsourced quantitative due diligence software platform. Consultant to investors regarding alternative asset due diligence, asset allocation and portfolio construction.

Director of Fund of Funds & Principal

Pomona Capital

2007-9 - 2008-12 · 1 yr 4 mos

Greater New York City Area

Directed diversified private equity fund of funds program with assets under management exceeding $2.5 billion. Responsible for investments in the United States and Europe.

Manager, Private Investments

The Rockefeller University

2005-1 - 2007-9 · 2 yrs 9 mos

Greater New York City Area

Responsible for $2 billion endowment's global Private Investments portfolio, including venture capital, leveraged buyouts, special situations and real assets (private real estate, oil & gas, etc.).