Casey Wilson

Casey Wilson Email and Phone Number

Managing Principal, Head of Capital Formation @ Loci Capital
Washington, NJ, US
Casey Wilson's Location
New York, New York, United States, United States
Casey Wilson's Contact Details

Casey Wilson work email

Casey Wilson personal email

n/a
About Casey Wilson

Leadership professional with expertise across the alternative investment space. Responsible for raising over $5.2 billion of LP capital commitments from institutional and UHNW investors across Real Estate, Private Equity, and Venture Capital opportunities in the U.S. and Asia. Former Real Estate investment banker with experience executing over $20.7 billion of of capital markets and M&A transactions in North America. Results oriented with a track record of implementing change to increase efficiency in an entrepreneurial environment. A self-starter, creative thinker, with the ability to quickly learn new concepts and processes necessary to perform at a high level. Excellent communication skills with experience presenting to stakeholders, both internal and external.

Casey Wilson's Current Company Details
Loci Capital

Loci Capital

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Managing Principal, Head of Capital Formation
Washington, NJ, US
Website:
locicapital.com
Employees:
8
Casey Wilson Work Experience Details
  • Loci Capital
    Managing Principal, Head Of Capital Formation
    Loci Capital
    Washington, Nj, Us
  • Loci Capital
    Managing Principal, Head Of Investor Relations
    Loci Capital Aug 2022 - Present
    Tampa, Florida, Us
    Responsible for fund structuring, distribution, and investor relations at Loci Capital. Focused on expanding Loci Capital's partnerships by bringing new investment opportunities and products to limited partners and strategic co-investors around the world.
  • Trinity Investments
    Vice President, Product Development & Investor Relations
    Trinity Investments May 2021 - Aug 2022
    Honolulu, Hawaii, Us
    Focused on managing existing investor relationships and developing new investment products to provide access to Trinity's world class investment team for sophisticated institutional and retail investors around the world.
  • Citi
    Senior Vice President
    Citi Jan 2018 - May 2021
    I am responsible for the sourcing, structuring and marketing of Private Equity and Real Estate opportunities for eligible clients of Citi Private Bank. I work on a global team and while my direct responsibility in terms of sourcing, conducting diligence and on-boarding opportunities is specific to the Asia Pacific region, I am also responsible for the review, approval and marketing of opportunities sourced by my colleagues in EMEA and North America. Our team's expertise lies in our ability to create bespoke structuring solutions that fit the unique needs of our ultra high net worth clients, whether that be in the form of Funds, Separately Managed Accounts, Joint Ventures, Co-investments or Clubs. As a result, our offerings are almost always only accessible through the Citi Private Bank platform.
  • Citi
    Vice President
    Citi Oct 2015 - Jan 2018
    Source, structure and distribute Asia Pacific focused Private Equity and Real Estate opportunities (e.g. Funds, Clubs, Co-investments, JVs) to clients of Citi's Global Private Bank.
  • Barclays Investment Bank
    Vice President
    Barclays Investment Bank Jun 2014 - Oct 2015
    New York, Ny, Us
    Real Estate Investment Banking
  • American Realty Capital
    Associate
    American Realty Capital Nov 2013 - Jun 2014
    Focus on acquisitions and investment banking functions.
  • Credit Suisse
    Associate
    Credit Suisse Jul 2010 - Apr 2013
    Zurich, Ch
    Real Estate Investment Banking
  • Mackenzie Keck
    Assistant Project Manager
    Mackenzie Keck Dec 2007 - Jul 2008
    Hackettstown, New Jersey, Us
    - Responsible for project management client presentations - Responsible for LEED consulting efforts- Worked on architectural documentation for large office buildings and retail stores.- Responsible for selection of sub-contractors - Responsible for architectural design of current company headquarters in Rockaway, NJ.- Responsible for material and appliance specification.- Responsible for coordination among trades. - Responsible for cost cutting measures for various retail clients.
  • Asa Architectural Design
    Residential Project Manager
    Asa Architectural Design Sep 2007 - Dec 2007
    New Home Design & Existing AdditionsClient Presentations On-site architectural documentationRetail Store (Anne Taylor) Detailing and Re-DesignTownship submission of permitting & legal documentation
  • K.Hovnanian Homes
    Architectural Cad Associate
    K.Hovnanian Homes May 2006 - Aug 2007
    - Responsible for building information modeling- Responsible for coordinating architectural documents with field operations- Responsible for attaining permitting and town approvals.- Responsible for acceptance or rejection of structural designs

Casey Wilson Skills

Leadership Banking Fixed Income Corporate Finance Valuation Portfolio Management Financial Modeling Capital Markets Forecasting Investments Bloomberg Finance Asset Managment Equities Entrepreneurship Risk Management Microsoft Excel Asset Management Financial Analysis Private Equity Teamwork Management Investment Banking Project Management Due Diligence Mergers And Acquisitions Hedge Funds

Casey Wilson Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Finance
  • New Jersey Institute Of Technology
    New Jersey Institute Of Technology
    Architecture
  • Manalapan High School
    Manalapan High School

Frequently Asked Questions about Casey Wilson

What company does Casey Wilson work for?

Casey Wilson works for Loci Capital

What is Casey Wilson's role at the current company?

Casey Wilson's current role is Managing Principal, Head of Capital Formation.

What is Casey Wilson's email address?

Casey Wilson's email address is ca****@****iti.com

What is Casey Wilson's direct phone number?

Casey Wilson's direct phone number is +852519*****

What schools did Casey Wilson attend?

Casey Wilson attended University Of Notre Dame - Mendoza College Of Business, New Jersey Institute Of Technology, Manalapan High School.

What skills is Casey Wilson known for?

Casey Wilson has skills like Leadership, Banking, Fixed Income, Corporate Finance, Valuation, Portfolio Management, Financial Modeling, Capital Markets, Forecasting, Investments, Bloomberg, Finance.

Who are Casey Wilson's colleagues?

Casey Wilson's colleagues are Damien Greenwood, Garrett Francis.

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