Dave Katz

Summary

Experience

• Senior Analyst

  ACADEMI

  March 2016 – Present (2 months)Tampa/St. Petersburg, Florida Area

  Financial power projection, transnational threats USSOCOM

• Senior Staff

  SRA International

  June 2010 – March 2016 (5 years 10 months)

  Lead Analyst: Financial Data Science – Financial Intelligence – Financial Warfare
  Principal analyst and theoretician for financial power at the Intelligence Systems Support Office (ISSO), a DoD think tank.
  
  * Developed financial applications, products and services that enabled, accelerated or amplified informational advantages.
  * Developed quantitative methodologies including network theory, vector, matrix and tensor algebra and probabilistic graphical modeling to affect capital formation and capital liquidity activities in global, bi-lateral, sovereign, and tribal markets. Modeling in both Python and R.
  * Won SRA President’s Award for the foundational development of a new means to project US smart power, 2014.
  * Published “Waging Financial War” in the US Army War College peer-reviewed journal, “Parameters” 2014.
  

• Consultant

  Chevron Energy Solutions

  May 2008 – May 2009 (1 year 1 month)

  Retained by Chevron Energy Solutions to develop new business in the federal defense and intelligence sectors, identify market niches, select targets, develop positions, generate and close deals. Teamed with CES on renewable energy project development.

• Director: Defense, Security & Intelligence

  Luster National, Inc.

  September 2004 – May 2009 (4 years 9 months)

  Created division to develop new business sectors in a mature construction-industry niche. Ongoing responsibilities: recruit new talent; identify market segments, select targets, develop positions and TS/SCI-credentialed personnel. Generate M&A targets and opportunities. Initiated International Civil Development Program to deliver goods and services in low-intensity and post-conflict environments.
  
  * Won two classified USACES subcontracts, DIA SIA subcontract, GSA Alliant subcontract and NSA NSETS II and Livewire subcontract.
  * Negotiated additional year (33% extension) of participation in a highly competitive federal program.
  * Conducted detailed systems review for California Pacific Medical Center in anticipation of $1.6 billion hospital-build.
  * In response to Hurricane Katrina, pioneered mobile, self-contained civil-development/reconstruction services for natural disaster areas in conjunction with Joint Task Force Mississippi.
  

• Vice President Product Development

  Round1 Private Capital Marketplace

  January 2001 – September 2001 (9 months)San Francisco Bay Area

  Recruited to generate new product lines and manage company’s product mix. Created/launched web and enterprise-based private-investment reporting and analytics system. Managed product creation from requirements and specifications to development and rollout. Assembled international financial network prior to 9/11.
  
  * Authored business vision for family of investment/analytics products.
  * Architected and directed product strategy, including negotiation of $1.5M+ in development and equity funding.
  * Recruited multi-billion-dollar international Product Advisory Council and partnered with Big Five accounting firm.
  

• President & CEO

  Katco, Inc.

  1996 – 2000 (4 years)San Francisco Bay Area

  Pioneered new business model to modernize institutional private markets through acquisition, aggregation and monetizing of data flows. Offered unique, cost-effective, end-to-end provision of “bundled” products and services in a market that was previously fragmented. Led conversion to web-based information management in this sector, eliminating the high cost of integrated information management and distribution.
  
  * Successfully marketed this product to some of the world’s most exacting institutional investors, attracting $1.4 billion under management in four years.
  * Deployed and maintained enterprise systems at multiple client sites for more than two years with 99% up-time.
  * Hosted $20B private conference for institutional investors.

• Director of Private Equity

  Shott Capital Management

  January 1994 – January 1996 (2 years 1 month)San Francisco Bay Area

  Created a private-equity department when Ameritech, a major client, challenged Shott to grow in a new direction. Initiated and managed this business segment, overseeing a $200 million portfolio of 142 private equity, real estate and natural resources partnerships. Led specialized IT team to develop innovative reporting, benchmarking and information capabilities which attracted additional clients, capital and increased fiduciary authority. Recruited, developed and lead private-equity team.
  
  * Generated $1 million in fee revenue annually; became #2 contributor to company’s revenue stream.
  * Increased portfolio by 300%, to $800 million, in just two years.
  

• Assistant Director, Venture Capital and Alternative Investments

  State Employees Retirement System (SERS) of Pennsylvania

  1992 – 1996 (4 years)Harrisburg, Pennsylvania Area

  Stabilized, turned around and grew the $300+ million Venture Capital and Alternative Investment portfolio. As Assistant Director, managed 50% of the portfolio on an ongoing basis, from selection & due diligence to board presentation & contract negotiation. Developed computerized reporting, benchmarking and information systems.
  
  * Negotiated or closed 4 individual limited partnerships totaling $25 million of SERS commitment.
  * Drove portfolio direction by championing the investment of $50+ million.
  

Languages

• Spanish

• German

Skills

• Product Development
• New Business Development
• Start-ups
• Defense
• Proposal Writing
• Program Management
• Strategic Planning
• Security Clearance
• Contract Negotiation
• Alternative Investments
• Investment Advisory
• Corporate Finance
• Project Management
• Business Strategy
• National Security
• See 19+
• Process Improvement
• Intelligence
• DoD
• Military
• Government
• Project Planning
• Team Leadership
• Leadership
• Security
• Strategy
• Operations Management
• Systems Engineering
• Integration
• Information Assurance
• Risk Management
• Earned Value Management
• Government Contracting
• Analysis
• C4ISR
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Education

• Carnegie Mellon University - Tepper School of Business

  MS, Industrial Administation

  1987 – 1989

• United States Military Academy at West Point

  BS, Engineering

  1977 – 1981

Groups

• Aurora Cybercrime & Cyberconflict Research Group

• The Intelligence Community

• West Point Class of 1981

• CleanTech

• Linked:Energy (Energy industry expertise)

• USMA Tech

• NDIA Networking Group

• See 2 more

• City of Clearwater Economic Development

• GATE

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