Michael Kaufman

Michael Kaufman cofounded and leads Covenant, developing long-range strike systems with an emphasis on manufacturing at scale. His writing sets out the company’s approach to production, supply chains and allied defense.

Career

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Elsewhere

Covenant

Until Present

Co-founder and CEO

Thiel Capital

Jun 2023 — Aug 2024

Investing

Thiel Macro

Mar 2022 — Apr 2023

Global Macro

KKH Capital Partners

Dec 2018 — Mar 2020

Partner

Cyrus Capital Partners

Jul 2014 — Aug 2017

Analyst

KPR Centers

Jun 2011 — Aug 2011

Acquisitions

Arbor Realty Trust

Jul 2007 — Aug 2007

Asset Management

The Wharton School

Bachelor's studies in finance

Products & media

a16z.news

Introducing Covenant

A founder’s account of Covenant’s product, manufacturing strategy and approach to allied defense.

Writing

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Michael Kaufman

Covenant

Thiel Capital

Thiel Macro

KKH Capital Partners

Cyrus Capital Partners

KPR Centers

Arbor Realty Trust

The Wharton School

Products & media

Introducing Covenant

Curated Lists

List Inclusions