David Z.

Chief Investment Officer and Head of Strategy at MS Transverse Insurance Group
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Certified Public Accountant (CPA)
    -
  • Chartered Financial Analyst (CFA)
    -

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Chief Investment Officer and Head of Strategy
      • Sep 2023 - Present

    • Chief Operating Officer (Asset Management) and Head of Strategy
      • Jan 2023 - Sep 2023

    • Chief Operating Officer (Asset Management)
      • 2021 - 2023

    • Norway
    • Maritime Transportation
    • 1 - 100 Employee
    • Board Member
      • 2019 - 2021

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner | Principal
      • 2012 - 2021

      Founded in 2009 and focused on real estate, specialty finance, and real asset investing, Paragon Outcomes Management LLC is a SEC-registered private investment firm based in New York City. Paragon manages capital through fully discretionary commingled vehicles that affords us a significant level of flexibility in our investment approach. Paragon’s mandate is focused on capital preservation and consistent yield with the potential for long-term appreciation. We have the flexibility to… Show more Founded in 2009 and focused on real estate, specialty finance, and real asset investing, Paragon Outcomes Management LLC is a SEC-registered private investment firm based in New York City. Paragon manages capital through fully discretionary commingled vehicles that affords us a significant level of flexibility in our investment approach. Paragon’s mandate is focused on capital preservation and consistent yield with the potential for long-term appreciation. We have the flexibility to invest across the capital structure and typically invest with or lend to competitively-advantaged, vertically-integrated, operating partners and borrowers. Geographically, we have the latitude to invest nationwide, allowing us to identify attractive risk-adjusted return opportunities in real estate acquisitions and lending, as well as select opportunistic investments. Show less Founded in 2009 and focused on real estate, specialty finance, and real asset investing, Paragon Outcomes Management LLC is a SEC-registered private investment firm based in New York City. Paragon manages capital through fully discretionary commingled vehicles that affords us a significant level of flexibility in our investment approach. Paragon’s mandate is focused on capital preservation and consistent yield with the potential for long-term appreciation. We have the flexibility to… Show more Founded in 2009 and focused on real estate, specialty finance, and real asset investing, Paragon Outcomes Management LLC is a SEC-registered private investment firm based in New York City. Paragon manages capital through fully discretionary commingled vehicles that affords us a significant level of flexibility in our investment approach. Paragon’s mandate is focused on capital preservation and consistent yield with the potential for long-term appreciation. We have the flexibility to invest across the capital structure and typically invest with or lend to competitively-advantaged, vertically-integrated, operating partners and borrowers. Geographically, we have the latitude to invest nationwide, allowing us to identify attractive risk-adjusted return opportunities in real estate acquisitions and lending, as well as select opportunistic investments. Show less

    • France
    • Banking
    • 700 & Above Employee
    • Analyst
      • 2011 - 2012

    • France
    • Banking
    • 700 & Above Employee
    • Summer Analyst
      • Jun 2010 - Aug 2010

      Corporate Investment Bank Corporate Investment Bank

    • Investment Management
    • 1 - 100 Employee
    • Portfolio Finance Intern
      • 2009 - 2010

    • United States
    • Higher Education
    • 700 & Above Employee
    • Teacher Assistant
      • 2008 - 2009

    • Clerk/ Broker Assistant
      • 2008 - 2008

Education

  • Marquette University
    Bachelors of Science, Accounting and Finance
    2007 - 2011
  • Marquette High

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