Our Managing Principals


    Gerald Katz, Managing Principal
    • Two decades of transactional experience in adverse and favorable market conditions.
    • Experienced in equity, debt and leasing markets as well as specialized tax, foreign exchange and interest rate swap and option markets.
    • Principal or intermediary in transactions approaching $500 million.
    • Clients in communications, internet, software, medical services, transportation and other sectors.
    • Financial consulting and senior management coaching regarding raising venture capital.

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    Ted Stone, Managing Principal
    • Two decades of transactional experience in adverse and favorable market conditions.
    • Experienced in equity, debt and complex transactional instruments.
    • Principal or intermediary in transactions approaching $1 Billion.
    • Clients in real estate, music, telecommunication, and other sectors.
    • Direct investor and recipient of private debt and equity capital.

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    Duncan Seay
    • Mr. Seay, who was with Capogee Venture Advisors through 2003, decided in early 2004 to start another venture, FruitStorm. He can be contacted at (415) 572-7842.

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