Todd E. Petzel

Chief Investment Officer at Offit Capital Advisors LLC

Todd E. Petzel

Todd E. Petzel

Chief Investment Officer at Offit Capital Advisors LLC

Overview
Career Highlights

Offit Capital Advisors LLC
Commonfund Capital, Inc.
Azimuth Trust Management LLC

RelSci Relationships

1496

Number of Boards

6

Contact Data
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Relationships
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Chairman & Chief Executive Officer at R.J. O'Brien & Associates LLC

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President & Chief Executive Officer at Futures Industry Association

Relationship likelihood: Strong

Former Auditor at PricewaterhouseCoopers LLP

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Owner at Intercontinental Exchange Holdings, Inc.

Relationship likelihood: Strong

Former Director at CME Group, Inc.

Relationship likelihood: Strong

Director of the Center for Financial Services Law at New York Law School

Relationship likelihood: Strong

Chief Executive Officer & Managing Member at HTG Capital Partners LLC

Relationship likelihood: Strong

Managing Director at Promontory Financial Group LLC

Relationship likelihood: Strong

Former President, Chief Operating Officer, Chief Executive Officer & Director at MF Global Holdings Ltd.

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Reviewer at Journal of Future Markets

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Todd E. Petzel
Chief Investment Officer at Offit Capital Advisors LLC
Education
PhD in Economics with Honors
Class of 1976

The University of Chicago is an urban research university that has driven new ways of thinking since 1890. Our commitment to free and open inquiry draws inspired scholars to our global campuses, where ideas are born that challenge and change the world. In all we do, we are driven to dig deeper, push further, and ask bigger questions—and to leverage our knowledge to enrich all human life. Our diverse and creative students and alumni drive innovation, lead international conversations, and make masterpieces. Alumni and faculty, lecturers and postdocs go on to become Nobel laureates, CEOs, university presidents, attorneys general, literary giants, and astronauts. Our overseas campus and centers expand opportunities for collaboration with universities, research institutes, and cultural organizations; meet the needs of a growing number of faculty and students for research support and other opportunities abroad; and engage alumni throughout each region.

Career History
Chief Investment Officer
2007 - Current

OCA utilizes a proprietary due diligence process in the course of recommending investment advisers, mutual funds, private investment funds, and other securities to clients. The firm utilizes financial newspapers and magazines, research materials prepared by others and SEC filings, among other resources, as part of the research process. The firm’s certain employees conduct quantitative and qualitative analysis of the target investment and create electronic due diligence files which document their analysis. To express the firm’s views, the goal is to source the highest quality, most liquid, cost-effective ways with a focus on fundamental investing.

Lecturer
1989 - 1995

The University of Chicago is an urban research university that has driven new ways of thinking since 1890. Our commitment to free and open inquiry draws inspired scholars to our global campuses, where ideas are born that challenge and change the world. In all we do, we are driven to dig deeper, push further, and ask bigger questions—and to leverage our knowledge to enrich all human life. Our diverse and creative students and alumni drive innovation, lead international conversations, and make masterpieces. Alumni and faculty, lecturers and postdocs go on to become Nobel laureates, CEOs, university presidents, attorneys general, literary giants, and astronauts. Our overseas campus and centers expand opportunities for collaboration with universities, research institutes, and cultural organizations; meet the needs of a growing number of faculty and students for research support and other opportunities abroad; and engage alumni throughout each region.

Chief Investment Officer
Prior

Commonfund Capital offers investment funds and services to qualifying non-profit organizations including educational institutions, foundations, healthcare organizations and other mission-based and public benefit nonprofits and their pension plans.Commonfund offers their investors a series of pooled investment funds, each of which has its own investment objectives, policies and strategies. The firm offers investors the opportunity to diversify their investment portfolios across asset classes and investment strategies. For each fund, Commonfund's advisory affiliates identify investment strategies, allocate portfolio assets among these strategies, select investment managers within each strategic category, allocate portfolio assets among the investment managers and monitor manager performance on an ongoing basis. The firm's investment philosophy is based on the principle that active management adds real value over passive approaches on a portfolio basis over market cycles. Their active management approach includes strategically underweighting (relative to the investors long-term equilibrium policy portfolio) those asset classes and sectors where capital is plentiful, prices are rich and the expected return is not commensurate with the risk and similarly overweighting those assets where capital is scarce, prices are cheap and there is less risk relative to the expected return.Commonfund executes their investment philosophy through a multi-strategy, multi-manager approach. They begin with an analysis of the public and private global investment markets which is updated on a quarterly basis. The firm then establishes a series of macro and micro investment themes. From those themes, they design or review their portfolios and then select or replace sub-advisors that are the most capable of fulfilling their investment objectives. This process seeks to take advantage of secular shifts and market cycles generally covering 3 to 5 five year periods and to realize value from pricing and valuation anomalies, generally 1 to 3 year opportunities. When the opportunities to be compensated for market risk are slight, Commonfund adopts a more defensive approach and when market conditions reward risk they are more opportunistic and aggressive. Commonfund does not rely on market timing. Investment decisions are always within the long term policy guidelines they have established for their funds.

Boards & Committees
Member, Investment Committee
Current

Albuquerque Academy is a non-denominational, coeducational, independent day school.

Public Director
Current

Futures Industry Association is an American nonprofit company located in Washington, DC, with domestic subsidiaries. The firm operates international swaps and derivatives association. Walt Lukken is the current CEO, occupying that position since 2012.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2008

Albuquerque Academy is a non-denominational, coeducational, independent day school.

Up to $2,499
2005

Part of The Conference Board, Inc., Committee for Economic Development is a company headquartered in Washington, DC. The firm provides management consulting services. It was acquired by The Conference Board, Inc. on 14 Jan 15.The company says this about itself: The Committee for Economic Development of The Conference Board (CED) is the nonprofit, nonpartisan, business-led public policy center that delivers well-researched analysis and reasoned solutions in the nation's interest. CED Trustees are chief executive officers and key executives of leading US companies who bring their unique experience to address today's pressing policy issues. Collectively they represent 30+ industries, over a trillion dollars in revenue, and over 4 million employees.

$2,500 - $4,999
2001

Part of The Conference Board, Inc., Committee for Economic Development is a company headquartered in Washington, DC. The firm provides management consulting services. It was acquired by The Conference Board, Inc. on 14 Jan 15.The company says this about itself: The Committee for Economic Development of The Conference Board (CED) is the nonprofit, nonpartisan, business-led public policy center that delivers well-researched analysis and reasoned solutions in the nation's interest. CED Trustees are chief executive officers and key executives of leading US companies who bring their unique experience to address today's pressing policy issues. Collectively they represent 30+ industries, over a trillion dollars in revenue, and over 4 million employees.

Political Donations
$100
2010

Former Lieutenant Governor at Connecticut Office of the Lieutenant Governor Under Jodi Rell

Transactions
Details Hidden

OCA Brigade Credit Fund II LLC raised money in a private placement transaction

Details Hidden

OCA CRMBS Fund LLC raised money in a private placement transaction

Details Hidden

Oca Wesley Mortgage Reit Fund LLC raised money in a private placement transaction

Events
Speaker
Tiger 21 Group Meetings

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