Katie Robinette, CFA
Seattle,WA
Summary
Investment professional with extensive experience deploying HNW and institutional capital into private market opportunities including venture capital, private equity and impact. Proven success in developing and managing investment funds, setting strategy, building pipelines, conducting research, and creating evaluation standards for potential investments. Skilled in managing external relationships, training teams, and authoring investment recommendations and other research materials.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Parter
Clear Coast Partners
09.2023 - Current
- Developed strategy for inaugural fund focused on private impact investments in healthcare addressing underserved populations of women, children, and seniors
- Researched and established a view of the investment landscape, need for capital, and most attractive areas for investment
- Created pipeline of potential institutional and HNW investors, conducted outreach, and held meetings to introduce the firm and strategy
- Identified opportunities and created evaluation standards for high impact investment opportunities
- Authored white paper on the company's approach to impact investing and measurement
Director - Research
Pathstone
11.2011 - 05.2023
- Developed strategy and structure for six internal funds for deployment of high net worth client capital into private investment opportunities
- Built processes and established evaluation standards for the identification, approval, and monitoring of venture capital, private equity and impact investments
- Developed view of private markets landscape and portfolio construction targets, built pipeline of opportunities, conducted research, presented recommendations and ultimately deployed approximately $500M in client capital through 50+ investments
- Created and fostered a strong network of industry players to share insights and build partnerships
- Authored white papers and other educational materials for client consumption and presented at client events
- Trained and managed junior team members
- Member of Chief Investment Office and Chair of Private Markets Investment Committee
Director of Investments
California Institute Of Technology
03.2000 - 11.2010
- Lead private equity portfolio manager for the endowment's $1.5 billion endowment
- Set strategy, developed pipeline, conducted research, and recommended investment opportunities across venture capital and private equity.
- Performed research and presented recommendations for various aspects of the overall endowment management process including capital markets analysis, asset allocation, portfolio construction, and liquidity management
- Trained and managed junior team members
Education
Bachelor of Arts - Economics, English & Comparative Literary Studies
Occidental College
Los Angeles05-1999
Skills
Seasoned researcher and analyst
Strong writer and presenter
Experienced at setting strategy, identifying and evaluating funding opportunities, and measuring results
Educated on healthcare impact investment landscape and impact measurement
Skilled at managing external relationships
Deep knowledge of fund investment structures
Ability to prioritize and adjust to fluid demands
Familiarity and comfort with working in a start-up environment
Trusted colleague, good listener, intellectually honest
Certification
Chartered Financial Analyst
Timeline
Parter
Clear Coast Partners
09.2023 - Current
Director - Research
Pathstone
11.2011 - 05.2023
Director of Investments
California Institute Of Technology
03.2000 - 11.2010
Chartered Financial Analyst
Bachelor of Arts - Economics, English & Comparative Literary Studies
Occidental College
Similar Profiles
Mia GavalasMia Gavalas
Sales Assistant and Document Processing at Clear Coast Debt ReliefSales Assistant and Document Processing at Clear Coast Debt Relief
Steven GarciaSteven Garcia
Water Restoration Technician at Clear Coast RestorationWater Restoration Technician at Clear Coast Restoration
Christina VickersChristina Vickers
Senior Virtual Monitoring Specialist at Clear Partners/Fedora IntertechSenior Virtual Monitoring Specialist at Clear Partners/Fedora Intertech