Ben Phillips, Cfa Email & Phone Number

Family Office & Multi-Asset Specialist | Asset Allocation | Business DevelopmentI love investing in and educating others about capital markets. That includes an unusual obsession with equity volatility, HY bonds, and leveraged credit investing. Identifying long-term secular themes and finding the best single-name exposures is my investing forte.But my greatest passion is helping others understand financial markets in plain English. That helped me from lecturing undergrads during my MBA studies to showcasing investable themes for national audiences.After learning the ropes in leveraged credit investing at Lord Abbett, I knew that capital markets were my true calling. Since college, I always thought I wanted to be a small-cap value portfolio manager. But after landing in credit, I learned it was all the same analysis, but so much more. At Providence Equity Capital Markets, now Benefit Street Partners, I saw what it took to build multiple investment funds and processes from the ground up. When an opportunity arose to join some of my favorite former colleagues at GSAM, I had to make the leap to co-portfolio manager duties on the non-investment grade credit sleeve of the Strategic Income Fund (GSZIX). That experience helped me collaborate closely with all the fantastic investment teams at GSAM: govies, munis, IG, mortgages, special situations, and equities.Then, in March 2016, a Goldman colleague approached me with an idea. He saw how different the policy agenda was under a Trump presidency versus a Clinton presidency and how vastly divergent the market outcomes could be for various sectors. As we started digging in, we kept coming across long-term investment themes where industries out- or under-performed for years due to policy shifts.After building enough conviction, we raised capital and launched the first-ever government policy ETFs under EventShares. We built substantial brand recognition, thought leadership, media presence, and, importantly, 6.6% of annualized alpha over US Mid Caps for nearly three years. Our second startup, MarketDesk Research, took off faster so we wound down the fund in 2020.That's when I joined a single family office, Savoie Capital, and we continue to invest thematically via US-listed options markets on behalf of our clients. I led the effort to convert the SFO into an MFO investment house. We helped UHNW individuals create family office structures to best meet their goals.In July 2024, I embarked on my next adventure serving U.S. family offices utilizing the incredibly deep resources at PIMCO.

Listed skills include Cfa, Mba, Chartered Financial Analyst, Financial Modeling, and 16 others.