CAZ Investments
Dan Fink is a seasoned finance professional with extensive experience in capital formation and investment management. Currently serving as Director and Senior Vice President at CAZ Investments, Dan focuses on sourcing investment themes and facilitating co-investment opportunities for outside investors. Prior roles include Senior Vice President at Lazard Asset Management, where responsibilities involved business development across New England, and Senior Investment Advisory Consultant at Shepherd Kaplan LLC, overseeing client management and investment research. Dan also serves as a Pro Bono Consultant to the Investment Committee at the Rose Fitzgerald Kennedy Greenway Conservancy. Educational background includes attendance at the College of the Holy Cross, Loyola Blakefield, and Calvert School.
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CAZ Investments
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AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest with us. They exist to provide Access toInnovative Investments.Over the years they have evolved their business model to be quite different than the vast majority of other investment management companies in a couple of ways.First, they always invest their personal capital alongside their clients. They have more than $100mm of their personal capital committed to their investment vehicles. They provide access to their clients to co-invest with us in these vehicles that they believe will provide the best opportunities for their family’s money.Second, because of the scale of the investments that they make, they have access to opportunities that would otherwise not be available to families with less than $250mm - $500mm of investable assets. Quite simply, there are many investments that they can provide for their clients that they could never access on their own.