David Katz

Researcher
DISC Type : Cs

Managing Director at Jefferies LLC

New York, New York, United States

Overview

David Katz is a Managing Director and Senior Equity Research Analyst at Jefferies, specializing in the Gaming, Lodging, and Leisure sectors. He holds an MBA from Columbia Business School and a B. S. from Lehigh University, with prior senior roles at CIBC Oppenheimer and Telsey Advisory Group.

Prior to his career in equity research, he co-founded and was a principal of a private manufacturing business.

Personality Overview

Detail Oriented

Soft Communicator

Self-Disciplined

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Gaming Sector Analysis
As a leading analyst, he frequently discusses digital gaming, Las Vegas trends, and the performance of major casino operators like MGM and Caesars.
Lodging & Leisure
His research coverage includes detailed analysis of hotels and cruise lines, focusing on consumer travel trends, pricing power, and overall market recovery.
Capital Allocation
His investor notes emphasize the importance of corporate capital allocation, leverage, and execution as key drivers of valuation in the gaming and leisure industries.

Media Appearances

David has no verified media appearances

Work History

11-2017
Managing Director at Jefferies LLC
2-2015 - 10-2017
Managing Director at Telsey Advisory Group
2-2012 - 12-2014
Managing Partner, Co-founder at GreyCap Advisors, LLC
4-2010 - 12-2011
Managing Director at Jefferies & Company
12-2001 - 4-2010
Managing Director at CIBC World Markets / Oppenheimer & Company

Education

1998 - 2000
MBA from Columbia Business School
1982 - 1986
B.S. from Lehigh University College of Business

More Information

Social Presence :

Prographics :

Exp : 23 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director at Jefferies LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Actively address their concerns around change, risk, and acceptance by users
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from David

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can David take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And David

Personality Compatibility


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