CAZ Investments
Rob Davis currently serves as a Senior Associate in Investment Strategies at CAZ Investments, a position held since May 2023. Prior experience includes roles as an Account Executive at Lightning Step Technologies, Producer at Bowen, Miclette & Britt Insurance Agency, LLC, and Client Executive at Insgroup, Inc. Rob began a career in logistics as a Logistics Coordinator at Blue Ribbon Technology and also gained legislative experience as a Legislative Intern for Representative Sarah Davis. Rob Davis is pursuing a Master of Business Administration with a concentration in Private Equity Finance at Rice Business - Jones Graduate School of Business, expected to graduate in May 2024. Rob holds a Bachelor of Arts from The University of Texas at Austin, earned in 2012, and completed education at The Kinkaid School from 1995 to 2008.
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.