CAZ Investments
Michael Davis CPA, CFA has extensive experience in the finance industry. Michael has held senior positions in reputable companies such as CAZ Investments, DMSR.Capital, Walker & Dunlop, IZI Ventures, Behringer, Gorelick Brothers Capital, National City Bank, JP Morgan, Deerfield Capital Management, and PPM America, Inc.
At CAZ Investments, Michael serves as the Senior Vice President, where they specialize in evaluating and sourcing investment opportunities for a global network of investors. Michael also facilitates the participation of partners in co-investing. With $5 billion of assets under management, CAZ has gained significant support from family offices in Texas since its establishment in 2001.
Before joining CAZ Investments, Michael worked as the Founder and Principal at DMSR.Capital. In this role, they raised equity and debt capital for various alternative investments like real estate, private equity, and hedge funds. Michael sourced and diligently assessed capital from different sources, including family offices, registered investment advisors, and ultra high net worth investors.
Prior to DMSR.Capital, Michael worked as a Senior Vice President at Walker & Dunlop, one of the largest commercial real estate services and finance companies in the United States. In this role, they arranged debt and equity capital for commercial real estate transactions, with a focus on healthcare real estate. Michael employed financing solutions from diverse providers like Fannie Mae, Freddie Mac, and HUD/FHA.
Michael also gained valuable experience as the Managing Partner/Chief Investment Officer at IZI Ventures, a family office based in Birmingham, Michigan. Here, they invested in private equity and hedge funds and played a significant role in launching mobile media companies through a wholly-owned subsidiary called IZI Mobile.
Furthermore, Michael served as the Director of Business Development at Behringer, an $11 billion real assets private investment management firm. During their tenure, they initiated the institutional distribution network for Behringer's private equity group, focusing on family offices, registered investment advisors, endowments, and foundations.
Before joining Behringer, Michael worked as the Director of Business Development at Gorelick Brothers Capital (GBC), a single-family office and investment management firm. GBC's fund-of-funds focused on the US residential mortgage dislocation, and Michael was actively involved in business development and capital raising.
Michael's career also comprises roles at National City Bank, JP Morgan, Deerfield Capital Management, and PPM America, Inc. At National City Bank, they established and managed a proprietary trading group for loans, bonds, and credit default swaps. At JP Morgan, they co-managed hedge and proprietary fixed income portfolios, trading various sectors such as real estate, gaming, lodging, home-building, healthcare, and REITs. At Deerfield Capital Management, they worked as a credit analyst for cash and synthetic corporate CDOs, while at PPM America, Inc., they managed portfolios of REIT debt, REIT equity, and mezzanine CMBS.
Throughout their career, Michael has demonstrated a strong background in investment sourcing, evaluation, and capital raising across various sectors and asset classes.
Michael Davis CPA, CFA graduated from the University of Michigan - Stephen M. Ross School of Business with a BBA in Accounting and Real Estate. Michael then pursued further education at The University of Chicago Booth School of Business, where they obtained an MBA with a specialization in Finance and Business Economics.
In terms of certifications, Michael Davis has obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in July 1995. Michael also holds the Registered Certified Public Accountant (CPA) certification from the Certified Public Accountant (CPA) institution, which they obtained in May 1993. Additionally, they are expected to have the Series 63 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority), although the exact dates of obtaining these certifications are not provided in the information given.
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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.