President & Co-Founder @ Blackboard Capital Advisors
University of Oxford
Founder @ A deep technology platform focused on improving personal finances, community and sustainability. Using social + science, we have created a world where the cost of goods between people can actually achieve net zero - changing personal finances, trust and access forever. From August 2013 to Present (2 years 3 months) Greater New York City AreaChairman
Founder @ A deep technology platform focused on improving personal finances, community and sustainability. Using social + science, we have created a world where the cost of goods between people can actually achieve net zero - changing personal finances, trust and access forever. From August 2013 to Present (2 years 3 months) Greater New York City AreaChairman @ Blackboard Advisors, is a strategic advisory and management consulting firm focused primarily on financial services and disruptive technologies, often at the intersection of both.
We advise hedge funds, private equity, asset management, wealth management and venture capital, around the direction of financial services including business development, succession planning, mergers and acquisitions, technology, talent sourcing, restructuring, new launches, capital raising, growth strategies and asset sales. From 2012 to Present (3 years) Greater New York City AreaHead of Lombard Odier Asset Management US and Head of 1798 Global Partners US. @ Head of Lombard Odier Asset Management U.S., a global, diversified asset management firm with assets totaling $3 billion in AUM. Lombard Odier Asset Management U.S. was part of the parent company, Lombard Odier Investment Management ($40 billion in AUM) of which I was also an Executive Committee Member. Head of 1798 Global Partners US, a global, absolute return, multi-manager, multi-strategy hedge fund, which was awarded the Institutional Investor Emerging Fund Of The Year. Building from scratch - grew long/short assets under management to $3 billion and expanded product offering to seven funds while managing a large team of direct reports. Developed and structured a suite of long/short, long only and other strategic funds for Lombard Odier Asset Management US and Lombard Odier Investment Management. Oversaw business development, strategy and product development alongside the CIO. Led sourcing and hiring of all personnel including and with special focus on investment teams. Interviewed and sourced over 1,500 investment professionals since inception. Represented the firm in marketing, investor and operational due diligence meetings. Global Head of Trading. From 2007 to 2012 (5 years) New YorkHead of US Equities and Global Head of Trading @ Head of Equities and Global Head of Trading at Dillon Read Capital Management, a diversified hedge fund and asset management firm. Built and operated with CIO, Dillon Read's Equity and equity linked absolute return business. Responsibilities included start-up, launch, business development, strategy, trading, talent sourcing, manager selection, management, marketing and designated investment authority. This group generated the highest return on assets at the firm. From 2005 to 2007 (2 years) Greater New York City AreaSenior Management, Portfolio Manager, Business Development, Head Trader, Head of Alternatives @ Held senior positions at Investment Bank, Asset Management and Hedge Fund firms. From 1996 to 2005 (9 years) Boston, New York, Chicago
Northeastern University From 1992 to 1996 Lewis Katz is skilled in: Hedge Funds, Securities, Credit, Buy-side, Traders, Business Strategy, Business Management, Global Business..., Portfolio Management, Portfolio Strategy, Risk Management, Business Development, Prime Brokerage, Recruiting, Asset Managment, Syndicate, Contract Negotiation, Infrastructure, Business Launch, Trading, Asset Management, Management, Alternative Investments, Financial Services, Venture Capital, Philanthropy, Marketing Strategy, Capital Markets, Capital Raising, Crowdfunding, Networking, Sales, Team Management, Start-ups, Investments
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