Catlin Wolfard Email & Phone Number

San Francisco Bay Area

Outsourced Technology Sales Channel Development and Operations Management

San Francisco Bay Area

San Francisco Bay Area

• General Partner Investment Advisory firm established as a Delaware Limited Liability Operating Company (TE4 Capital) as well as the underlying Delaware Limited Partnership (Tech Energy Partners, LP)• TE4 Capital Management is responsible for day to day operations of Tech Energy Partners, LP, ensuring regulatory compliance along with the continual management of the firm's Administrators, Custodial, Legal and Tax & Audit Partnerships

New York & Silicon Valley

Trellus Management utilized a "Bottoms Up" fundamental analytic investment approach to manage a multi-billion dollar group of diversified, multi-cap, long/short equity portfolios for a global clientele Responsibilities at Trellus included extensive Technology Industry macro trend analysis and company specific financial analytics. Co-managed a team of five Investment Professionals conducting intensive investment due diligence across multiple technology vertical markets. Co-Managed and oversaw the Trellus Technology investment portfolios with assets in excess of $1 Billion. Additional responsibilities included marketing, also to a global clientele, multiple Trellus Managed domestic and offshore funds.Trellus Co-Managed Portfolio Accomplishments - 2000 through 2009• 10 year average AUM in tech portfolio ~ $350M / AUM range $50M to $750M• Compound annual average for the tech portfolio in the low teens • Downside deviation (@ 10% goal) of 10.9% vs. 22.2% for the S&P 500• Ten year historical average net technology exposure of 60% long - Avg. gross exposure at 120%• Quarterly exposure range between 30% net short to 80% net long• Tech portfolio annualized Alpha, Beta and Correlation of 16.6%, 0.76 and 0.54 respectively vs. S&P 500

Portland, Or

Developed a “Deep-Dive” due diligence analytic framework for understanding steeply undervalued public technology companies and their related IP – Our due diligence efforts uncovered a multitude of tech businesses over our years of effort that would prove out to become acquisition targets. A sample of our research focus included:• Aldus Software (Publishing Software) Seattle, WA – Acquired by Adobe Systems• Landmark Graphics (3D Geophysical Mapping Software) Houston, TX – Acquired by Halliburton • Consilium (Manufacturing Execution Software) Mountain View, CA – Acquired by Applied Materials• Sequent Computer Systems (X86-based, Large Scale Multi-Processing Servers) Portland, OR – Acquired by IBM

Portland, Oregon Area

Wealth Management

Portland, Or

• Responsibilities included monthly GL reconciliations. Quarterly and annual financial statements, cash flow management and construction scheduling on 300K sq./ft. of office and medical space as well as 1800 units of multi-family housing projects.• Developed specialized dual entry accounting software for corporate real estate management written initially for C/PM and later ported to PC DOS 2.x for the IBM XT.• Major customers included, State Farm, Housing Authority of Portland and the Rembold Companies

Bachelor'S Degree, Finance & Accounting

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Mathematics, Science And Language

Activities and Societies: RMS - USSAAlpine Ski Racing - Rocky Mountain Division of USSA