Casey M. Pond
LinkedIn Copy
Hey Casey — similar-ish path (financial services → PE / alternatives). been thinking a lot about origination in alternative asset classes lately. would be good to connect.
Hey Casey, looks like we came up through a similar path in financial services and PE, though I was in London at CS & Greenhill not at Edward Jones and Merrill like you. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record tying anything together. every deal virtually sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Casey, looks like we share a similar financial services → alternatives background, though I was in London doing growth equity deals at Greenhill and Treis not in Miami building a global alternatives platform like you. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected. every deal virtually sourced from scratch, nothing compounds on itself. curious if that resonates or if you've built something different at Flagship? — Russ
hey Casey — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from a few databases, maybe using AI to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas are all disconnected so everything ends up out of sync. been helping a few funds like Mentmore Capital work through that. curious if you've run into the same thing at Flagship? — Russ
totally get it if origination infrastructure isn't top of mind right now — most funds have 10 things ahead of it on the priority list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
Email Copy
No email copy generated yet.
Prospect Research
## PROSPECT INFORMATION: Name: Casey M. Pond Title: Founder, Managing Partner, CEO / CIO Fund: Flagship Capital Background: Name: Casey Pond Role: Founder, Managing Partner, CIO, and CEO at Flagship Capital. Current Focus: Leading a global asset management firm and hedge fund specialized in alternative markets, including Forex, Crypto, Real Estate, and Private Equity. He manages operations across four continents (Miami, Cayman Islands, and Brazil) with a mission to provide yield-generating solutions during periods of traditional market volatility. Professional Background: Casey has over 15 years of experience in financial services. Before founding Flagship Capital in 2020, he founded Flagship Venture Capital (2016-present) and served as a Principal and Portfolio Manager at PMO Financial Group. His early career includes roles as an Investment Banker at Merrill Lynch and a Financial Advisor at Edward Jones. Key Skills: Wealth Accumulation, Retirement Income Strategies, Investment Advisory Services, Financial Planning, and Risk Management. Education: He holds a BS in Finance from Florida Gulf Coast University, where he was a member of the school's first Division I men's basketball team. He also holds an Associate degree in Business from Capital University, where he also played on the basketball team. Recent LinkedIn Activity: - July 18, 2021: Casey shared an article titled "Flagship Capital Continues to See Momentum" from Yahoo Finance, accompanied by the link: "https://lnkd.in/ez_BpqS". - May 29, 2021: Casey posted a hiring notice stating: "I’m #hiring. Are you, or do you know anyone, who might be interested in pursing an Investor Relations Associate of a hedge fund? We are HQ'd in south Florida, but are hiring in select markets across the country". Fund details: - Description: Private Equity & Alternative Investment Company Flagship Capital is a global asset manager and fiduciary to our investors, our purpose has always been to continue finding new ways to help more and more people experience financial well-being. With traditional asset classes seeing pullbacks and volatility, we are steadfast in providing solutions, and yield, in times such as these. Our mission is to provide vetted, long-term viable opportunities and projects to our investors across alternative investment asset classes that are both timely and momentous. Dually, we strive to provide the necessary capital requirement needs for all our portfolio companies. We are a global portfolio company with investors, partners, and/or operations across 4 continents. - Website: https://www.flagship-capital.io - Location: Miami, Florida, United States - Lead qualification: Research: - Query: =Flagship Capital Casey M. Pond recent investments fund thesis - Answer: Casey M. Pond founded Flagship Capital in 2020, focusing on Forex, Crypto, Real Estate, and Private Equity. The firm trades daily in Forex and Crypto markets and consults on fundraising and strategic partnerships. Pond previously worked at Edward Jones and Merrill Lynch.