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SuperReturn US West
September 15 - 17, 2025
Hilton Los Angeles Universal City

David Katz
Managing Director at Charlesbank Capital Partners
Panelist

Profile

David Katz is a Managing Director at Charlesbank Capital Partners, where he oversees the firm’s Business & Consumer Services sector team. David has been with Charlesbank for over 12 years, having previously worked at Bain Capital Private Equity and at McKinsey & Company.

David is currently on the board of Accordion, CCMC, Lido Advisors, Perspective Financial Group, Petra Funds Group, Rise Growth Partners, Salus GRC, and World Insurance Associates. His prior investments include Ensono and Varsity Brands.

David earned a BA in Economics, summa cum laude, from Harvard College and an MBA from Harvard Business School. He is based in Charlesbank’s New York office.

Agenda Sessions

  • Maximizing returns in the middle market

    10:10am