CFA Society Columbus is excited to partner with FPA Central Ohio to bring you Casey Frazier, CIO and Founding Partner of Versus Capital as our special guest speaker!

Casey Frazier, CIO and Founding Partner, Versus Capital.

“Sustainability in Real Assets Investing”

Join us as Casey Frazier, CIO of Versus Capital, examines the current landscape for investing in Real Assets. We will discuss forest husbandry, farmland management, and infrastructure + real estate development with a LEED focus.

Casey Frazier is a founding partner of Versus Capital and has been the Chief Investment Officer since inception. Previously, Mr. Frazier was a Senior Vice President of NRF Capital Markets LLC from 2010 to 2011, where he was responsible for product development and due diligence for the firm including helping to develop products to be sold in the retail broker-dealer channel, managing the due diligence process for existing products and overseeing the marketing efforts of the firm. Mr. Frazier was the Chief Investment Officer for Welton Street Investments, LLC and Welton Street Advisors LLC from 2005 to 2010.  In this capacity, he reviewed and monitored all prospective securities offerings and investments. This included the review of over $7 billion in private real estate transactions. From 2004 to 2005 he was an Assistant Vice President, Asset Management of Curian Capital LLC (“Curian”), a registered investment adviser. In this capacity, Mr. Frazier helped supervise the asset allocation and money manager selection for Curian’s turnkey asset management program. Mr. Frazier helped develop over 300 multi-disciplinary account portfolios.  During his tenure at Curian, he helped the firm grow assets from $200 million to over $1 billion. From 2003 to 2004, Mr. Frazier managed the due diligence process for the National Planning Holdings’ (“NPH”) broker/dealer network, an organization with four separate broker dealers and over 3,000 registered representatives. This process included analyzing all potential investments to be sold within the broker dealer network including; mutual funds, variable annuities, private placements, REITs, hedge funds and derivative products. Mr. Frazier received a Bachelor of Arts degree in American Political Economy from The Colorado College, and has earned the CFA (Chartered Financial Analyst) designation.