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Kate Richard

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Katherine Taaffe Richard
Born
Katherine Taaffe Richard
NationalityAmerican
EmployerWarwick Investment Group
TitleFounder and CEO

Katherine 'Kate' Taaffe Richard is an American business woman and the founder of Warwick Investment Group, a private equity firm focused on real assets with approximately $2.3 billion in managed assets. Warwick Investment Group is a SEC-registered investment advisor, managing funds that invest globally in natural resources and real estate. Warwick has an established track record in strategic consolidation in these sectors, having completed more than 4,000 transactions since inception. The firm has ~130 team members and advisors across offices in Oklahoma City, Dallas, New York and London, investing across private equity funds, special purpose vehicles and open-ended structures. Warwick also manages capital for pension funds in 8 of the 50 states.

Early life and education

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Richard's great uncle founded Devon Energy and drilled wells in the Caspian Sea following the fall of the Soviet Union.[1][2]

Richard graduated in 2004 from Harvard College. Her academic focus was postcolonial theory, with a research focus on Rwanda.[3][4]

Early career

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After graduating from Harvard, she worked at Goldman Sachs as an investment banker and investor in the private equity division in New York, Paris, and London.[1]

After leaving Goldman Sachs in 2007, Richard invested in public and private debt and equity of oil and gas and metals and mining companies, and in sovereign debt derivatives at Serengeti Asset Management in New York.[5]

Richard left Serengeti in 2009 to invest in international and domestic energy companies for MSD Capital, Michael Dell’s private investment firm in New York.[5]

Warwick Investment Group

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Richard founded Warwick Investment Group in 2010.[1] Warwick generates investment returns across market cycles by investing through its private equity funds, special purpose vehicles and open-ended structures. The firm manages capital for institutional investors including pension funds, insurance companies, university endowments and foundations.

Warwick's in-house data science team works with Warwick's sector investment teams, leveraging AI, natural language processing and predictive analytics to identify market opportunities and optimize portfolio investment decisions. Warwick's data science team specializes in statistics, econometrics, network analytics and machine learning.[6]

Warwick's natural resources team specializes in acquiring and consolidating subsurface real estate. Warwick’s active discretionary funds, Warwick Partners III and Warwick Partners IV, seek to invest in cash flowing oil and gas assets while also developing low-break even inventory. Warwick partners with blue-chip operators and has its own operations team.

Warwick's real estate platforms specialize in identifying investment opportunities in markets with favorable tailwinds and attractive, risk-adjusted returns. Through consolidation strategies and development, the firm generates alpha through stable and growing yields, inflation protection and value-add returns. The current real estate focus is European multifamily, particularly in the UK. Since 2021, Warwick has acquired over 25 multifamily buildings across central London. [7]

In October 2021, The Wall Street Journal named Richard to the Private Equity 2021 Women to Watch List. She was the only founder of a private equity firm named in the group.[8]

Other professional activities

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Richard is a member of the National Petroleum Council (NPC), an advisory body to the Secretary of Energy.[9] She has also served on a number of boards and in a variety of advisory roles. Richard has previously served on the board of directors of Imerys, SA (Euronext Paris: NK), a Paris-based industrial conglomerate, Abraxas Petroleum Corp (NASDAQ: AXAS), and Flotek Industries, Inc. (NYSE: FTK).[10][11] She has also advised the Islamic Republic of Afghanistan's Ministry of Mines on energy development and transparency and was a member of the National Council of the American Enterprise Institute (AEI).[12] [5][13][14]

Richard regularly appears on Bloomberg and is a frequent commentator on CNBC's Power Lunch, Squawk Box and Crude Realities.[15][16][17][18][19][20]

Her professional affiliations include the US Humane Society, Young Presidents’ Organization (YPO), and US Figure Skating.  She is a lifetime member of the Harvard College ’04 Executive committee and the Harvard College Fund Associates Committee. Richard is a past lecturer at the Stanford Graduate School of Business, Harvard Business School, and the McCombs School of Business at the University of Texas.

Awards and recognition

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In October 2024, Warwick Investment Group CEO, Kate Richard joined the National Petroleum Council (NPC) as a member.[21]

In January 2022, Warwick's CEO, Kate Richard, was featured as the cover story for NAPE magazine.[22]

In October 2021, The Wall Street Journal named Warwick's CEO, Kate Richard to the Private Equity 2021 Women to Watch List and she was the only founder named in the group.[8]

In February 2020, Warwick became a signatory of the UN-supported Principles for Responsible Investment.[23]

In June 2019, Warwick's CEO, Kate Richard was selected as EY's Entrepreneur Of The Year 2019 Southwest Award for FinTech & Financial Services[24]

In 2014, Oil & Gas Investor named Warwick's CEO, Kate Richard, one of 20 Rising Stars in the Oil & Gas Industry Under 40.[10][3] She also served as a judge for Forbes "30 Under 30 in Energy" award.[25]

Richard represented the United States in 2013 as one of the World Economic Forum's Young Global Leaders and was a member of the Forum's Oil & Gas Agenda Council.[20]

References

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  1. ^ a b c Shawn Tully (12 May 2017). "Meet the New Generation of Oklahoma Oil". Fortune.com. Retrieved 12 May 2017.
  2. ^ "OKC philanthropist Mary Davis Nichols dies at 101". NewsOK.com. 2018-04-02. Retrieved 2018-05-09.
  3. ^ a b "Katherine Richard: Founder; Chief Executive Officer, Warwick Energy Group". Oil and Gas Investor. Hart Energy. 1 May 2014. Retrieved 15 March 2017.(subscription required)
  4. ^ "Abraxas Nominates Jerry J. Langdon and Katherine T. Richard to Board of Directors". SEC.gov. Securities Exchange Commission. 4 April 2013. Retrieved 13 March 2017.
  5. ^ a b c Mitchell, Jessica (13 February 2015). "Most Admired CEOs profile: Katherine Richard, Warwick Energy Group". The Journal Record. The Journal Record. Retrieved 16 March 2017.
  6. ^ "Warwick group overview".
  7. ^ "Warwick Acantha".
  8. ^ a b "15 Women Shaping Private Equity's Present and Future". Wall Street Journal. 2021-10-08. ISSN 0099-9660. Retrieved 2021-10-18.
  9. ^ "NPC Members". Energy.gov. Retrieved 27 November 2024.
  10. ^ a b "Executive Profile: Katherine Taaffe Richard". Bloomberg. Retrieved 12 March 2017.
  11. ^ LaFollette, John. "Flotek Industries - Kate Richard Joins Flotek Board of Directors". Retrieved 2018-07-20.
  12. ^ LaFollette, John. "Flotek Industries - Kate Richard Joins Flotek Board of Directors". Retrieved 2018-07-20.
  13. ^ "Katherine Richard". World Economic Forum. Retrieved 14 March 2017.
  14. ^ "National Council". AEI. Retrieved 2018-05-09.
  15. ^ "OPEC vs US shale showdown is biggest oil risk of 2017, says energy investor". CNBC. 14 March 2017. Retrieved 13 April 2017.
  16. ^ "Trump presidency bullish long term for oil and gas, energy CEO says". CNBC. 10 November 2016. Retrieved 13 April 2017.
  17. ^ "Warwick Energy CEO on oil fundamentals". CNBC. 13 July 2016. Retrieved 13 April 2017.
  18. ^ "Warwick Energy CEO Sees Major M&A Cycle Heating Up". Bloomberg. 8 Nov 2017. Retrieved 8 Nov 2017.
  19. ^ "Warwick Energy CEO discusses what's fueling the future of energy". CNBC. 7 March 2018. Retrieved 2018-05-09.
  20. ^ a b "'Bloomberg Commodities Edge' Full Show (5/24/2018)". www.bloomberg.com. Retrieved 2018-07-24.
  21. ^ "NPC Members". www.ey.com. Retrieved 2019-07-16.
  22. ^ "NAPE". online.publicationprinters.com. Retrieved 2022-03-14.
  23. ^ Investing, Warwick Investment Group; United Nations-supported Principles for Responsible. "Warwick Investment Group Expands ESG Commitment As A Signatory Of United Nations supported Principles For Responsible Investment". www.prnewswire.com. Retrieved 2022-09-22.{{cite web}}: CS1 maint: multiple names: authors list (link)
  24. ^ "EY announces winners of the Entrepreneur Of The Year® 2019 Southwest Award". www.ey.com. Retrieved 2019-07-16.
  25. ^ "2015 30 Under 30". Forbes. Archived from the original on January 9, 2015. Retrieved 16 March 2017.
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