Michael O. work email
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Michael O. personal email
Chief of Staff at CAZ Investments, a $6 billion+ investments firm. Board member at the Boulevard Investment Group, a 501(c)(3) investment fund that educates SMU students on investing and donates gains back to the University to help fund scholarships.
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Chief Of StaffCaz Investments Feb 2024 - PresentHouston, Texas, Us -
Board MemberBoulevard Investment Group Sep 2016 - PresentDallas, Texas, Us -
President & Chief Operating OfficerPlantswitch Oct 2022 - Feb 2024Sanford, North Carolina, Us -
Downstream & Renewable Fuels Associate AnalystThomist Capital Management Lp Mar 2022 - Sep 2022 -
Vice President Of Investment StrategiesCaz Investments Jan 2020 - Mar 2022Houston, Texas, Us
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Summer Derivatives TraderBelvedere Trading, Llc Jun 2019 - Aug 2019Chicago, Il, Us• Capitalized on trading opportunities by identifying mispriced options and spreads using a proprietary Black-Scholes model• Shadowed traders on the SPX and Oil desks and help manage risk by ensuring trades are properly executed and hedged• Took courses including Core Derivatives Theory, Technology for Traders, Mock Trading, and Trading Applications from Belvedere Trading University (in-house education program for options market making), scoring in the top 10% of interns -
Private Equity InternArgenta Partners Lp Feb 2018 - Aug 2018• Assisted with the due diligence and financial modeling for a $9mm transaction in the dental service organization space• Constructed basic LBOs using CIMs to value prospective deals and presented analyses to the senior partners• Sourced new deals through investment bankers and conducted due diligence for lower-middle market private companies in the healthcare services, manufacturing, and distribution spaces with $10 – $125mm in revenue -
Private Equity InternTrevale Nov 2017 - Feb 2018Dallas, Texas, Us• Streamlined investment screening process by implementing more quantitative due diligence, improving efficiency by 40%• Conducted direct company outreach to identify lower-middle market private companies with $2 – $40mm in revenue -
Summer InternReliance Bank May 2017 - Aug 2017Frontenac, Missouri, Us• Collaborated with loan officers on over 100 small business and commercial real estate loan deals ranging from $1 – $15mm• Completed a rotational program focused on loans, deposits, corporate valuation, credit / risk evaluation, and management• Shadowed executives on managing operations and contributed to senior-level meetings, including the sale of the bank to Simmons First National Corporation -
Private Equity InternGuardian Growth Fund Oct 2016 - May 2017• Evaluated 40+ CIMs to determine the viability of deals and presented financial & strategic analyses to the managing partners• Screened different industries to find investment opportunities with $5 – $50mm in revenue and stable growth potential
Michael O. Education Details
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Smu Cox School Of BusinessFinance -
Southern Methodist UniversityApplied Mathematics
Frequently Asked Questions about Michael O.
What company does Michael O. work for?
Michael O. works for Caz Investments
What is Michael O.'s role at the current company?
Michael O.'s current role is Chief of Staff at CAZ Investments.
What is Michael O.'s email address?
Michael O.'s email address is mo****@****nts.com
What schools did Michael O. attend?
Michael O. attended Smu Cox School Of Business, Southern Methodist University.
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