New Orleans, Louisiana, United States
David Thomas is founder and CEO of Equitas Capital Advisors LLC, and Equitas Partners LLC. Equitas serves as an outside Chief Investment Officer for family offices, foundations, universities, hospitals and corporations. Since 1979, David has been active in the investment consulting industry. In 1982 David founded the Louisiana consulting group for UBS PaineWebber. In 1989 he formed the Senior Financial Consulting Group at Prudential Securities, which grew to become one of the largest consulting groups for Prudential worldwide. After 20 years with Wall Street firms, Mr. Thomas formed the independent company, Equitas Capital Advisors, LLC in 2002. Mr. Thomas created the Equitas Evergreen Fund in 2003, a multi strategy fund of funds which has won awards and is tracked in Bloomberg under the symbol EQUEVGR US EQUITY. David has written numerous articles, which have been published in Pension World, Case and Comment, and Directors and Boards, among others and is under contract as a contributing writer for Forbes Online. In 2011, City Business announced its inaugural class of “Money Maker$” honorees, recognizing David as an investment professional whose work, accomplishments and achievements have not only set the pace for his company, but the region as a whole. Professional associations include IMCA – The Investment Management Consultants Association, where David earned his Certified Investment Management Analyst CIMA designation, and LATEC the Louisiana Trustee Education Council. David received his Bachelors of Business Administration (BBA) from Belmont University in Nashville, Tennessee. David lectures at Tulane University and served as an adjunct professor of finance for Southern University of New Orleans for five years and as a trustee for the Christian Health Ministries Foundation. He was named an honorary Louisiana State Representative for his work as a founding speaker and sponsor of LAPERS – Louisiana Association of Public Employees’ Retirement Systems. He and his wife, Lucy, reside in Metairie and have three grown children; Nicholas, Olivia, and Alexander.
David Thomas is founder and CEO of Equitas Capital Advisors LLC. Equitas serves as an outsourced chief investment officer providing the investment management consultant to a broad mix of family offices, foundations, universities, hospitals and corporations. The Equitas consulting services include fiduciary education, asset allocation studies, money manager searchers, feasibility studies, performance measurement reporting, custodian reviews, pension/401K consulting, and fee negotiations. Mr. Thomas was an early adopter of sophisticated asset classes, such as principal protected notes, real estate investment trusts, hedged investments, master limited partnerships, etc. as part of his investment management practice. He is a firm believer in diversification and has advised clients on a range of alternative investment styles, such as long/short equity, convertible bonds, market neutral, merger arbitrage, event driven, global fixed income, distressed securities, and other styles. Equitas Partners, LLC is the general partner for the Equitas Evergreen Fund, which a diversified multi-strategy fund listed on Bloomberg. Dave serves as Chief Investment Officer for the Fund.
Founded and managed the Senior Financial Consulting Group at Prudential
Founded and managed the consulting group in Louisiana.