Eric Philo, Cfa

Eric Philo, Cfa Email and Phone Number

Founder and Principal, ESP Music Enterprises; Investment Banker, Avalon Net Worth @ Avalon Group Limited
Eric Philo, Cfa's Location
New York, New York, United States, United States
Eric Philo, Cfa's Contact Details

Eric Philo, Cfa personal email

n/a
About Eric Philo, Cfa

Investment banker, CFO, general manager, investment and macroeconomics expert | investment analyst - adviser for Hilltop Park family office | owner-operator of music schools in NY/NJ area, composer and musician | thirteen years as senior sell-side analyst equity research analyst at Goldman, Sachs. Institutional Investor All-Star analyst every year. Wall Street Journal All-Star analyst every year from survey inception, including two consecutive years as #1 Publishing stock-picker in the United States | expertise: investment banking services, capital structure, middle market companies, equity capital investments, investment research, significant industry- and company-specific experience across large number of diverse industries, for example, industrials, aerospace, wireless and wireline telecommunications, technology, internet services and infrastructure | COO/CFO | asset allocation and stock selection strategies during multiple market and economic cycles | advising institutional investors, high net worth clients, corporate clients, boards of directors, top managements | financial forecasting/modeling. May 2013-present: Investment Banker, Avalon Group Limited (boutique investment bank); analyst/adviser for family office Hilltop Park2010-2013: Board Member (2013), Chief Financial Officer, web firm BuildandSearch1996-2007: Family office and hedge fund analyst (Jennison Associates, Shopkorn Associates, Brompton Cross Capital Advisors)1983-1996: Senior Equity Analyst, Goldman Sachs

Eric Philo, Cfa's Current Company Details
Avalon Group Limited

Avalon Group Limited

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Founder and Principal, ESP Music Enterprises; Investment Banker, Avalon Net Worth
Eric Philo, Cfa Work Experience Details
  • Avalon Group Limited
    Managing Director
    Avalon Group Limited May 2013 - Present
    New York, New York, Us
    Investment Banking | Licensed, Series 79 and 63
  • Hilltop Park - Shopkorn Management
    Consulting Investment Analyst
    Hilltop Park - Shopkorn Management Jan 2008 - Present
    Investment and macroeconomic analysis
  • Esp Music Enterprises
    President
    Esp Music Enterprises Jun 2016 - Present
    Owner, Bach to Rock Music School, Nanuet NY and Wyckoff NJ
  • Creative Projects Group
    Advisory Board Member
    Creative Projects Group Nov 2013 - Present
    Creative Projects Group (CPG) employs a multidisciplinary team in the entertainment, media and sports fields, and serves as a creative incubator to develop and produce our own and others' creative content.
  • Buildandsearch, Inc.
    Board Member, Chief Financial Officer, Chief Operating Officer
    Buildandsearch, Inc. Jul 2010 - Dec 2014
    Chief Financial Officer and COO. Corporate accounting; detailed budgeting and complex financial forecasting; designing and producing timely financial reports; vetting, hiring and working with outside accountants, legal, other vendors; and guiding business tactics and strategy. Expertise in corporate and acquisition valuation, capital markets assessment, and marketing companies to investors. Substantial in-depth business analysis experience, anchored by 13 years as an equity analyst at Goldman, Sachs. MBA, Columbia Business School.
  • Brompton Cross Capital Advisors
    Equity Analyst
    Brompton Cross Capital Advisors Mar 2006 - Dec 2007
    Recommended impactful long/short positions in telecommunications and internet stocks that drove relative performance.
  • Shopkorn Management
    Managing Director
    Shopkorn Management Mar 2003 - Jun 2005
    Analyst for public equities and private deals in long/short hedge fund/family office environment. • Created value with insightful analysis on public and private equity investments.• Unearthed compelling undervalued Latin American wireless stock that became highly impactful fund holding, up over 400% from 2003 to 2006.• Discovered and invested in private alternative energy company with 600% return in just over four years.• Formulated macroeconomic forecasts and analysis.• Identified internet infrastructure PIPE (private investment in public equity) that appreciated over 200% in five months.
  • Jennison Associates
    Executive Vice President
    Jennison Associates Jul 1996 - Dec 2001
    Newark, New Jersey, Us
    • Provided expert research and analysis on over $10 billion in equity positions.• Credibly communicated Jennison’s investment approach to institutional clients and portfolio managers.• Boosted the results of Jennison’s highly respected core growth fund, playing pivotal role as it posted the best three-year performance in the fund’s history, outperforming the S&P 500 by over 1200 basis points annually from 1997-1999.• Rapidly and smoothly shifted industry coverage areas to take advantage of sector rotation.
  • Goldman Sachs
    Vice President
    Goldman Sachs Jul 1983 - May 1996
    New York, New York, Us
    • Forged close ties with clients, providing profitable stock ideas, excelling in external polls closely watched by investment banking clients.• Intensely dedicated to client service.• Ferreted out key investment considerations via intensive due diligence.• Critical in selling and valuing many IPOs, including Scholastic, Gartner Group, Reader’s Digest, McClatchy, and others. • Built corporate client relationships through frequent contact with CFOs and CEOs. • Pivotal in setting IPO price in a number of deals using comparative earnings and cash flow multiples, and discounted cash flow analysis. • Crucial in deciding whether to pursue various IPO candidates.• Named to Institutional Investor All-Star Analyst Team 1988-1995.• Named to Wall Street Journal All-Star Analyst Team 1994-1996.• Ranked Number 1 Publishing Stock Picker by Wall Street Journal 1995-1996.• Ranked Number 1 stock picker in Goldman, Sachs Equity Research Dept 1995.
  • Ibm
    Software Engineer
    Ibm Jun 1979 - Aug 1981
    Armonk, New York, Ny, Us

Eric Philo, Cfa Skills

Private Equity Valuation Mergers And Acquisitions Investments Investment Banking Capital Markets Venture Capital Start Ups Due Diligence Corporate Finance Equities Strategic Planning Strategy Financial Modeling Equity Research Portfolio Management Finance Hedge Funds Capital Raising Investment Management Asset Management Fixed Income Financial Forecasting Capital Allocation Financial Markets Ipo Online Articles Mutual Funds Analysis Securities Budgets Forecasting Asset Allocation Investor Relations E Commerce Corporate Development Dcf Funding Private Placements Business Planning M&a Experience Economic Research Employees Mergers Financial Services Economics Restructuring Management Consulting Financial Structuring Chief Financial Officer

Eric Philo, Cfa Education Details

  • Columbia Business School
    Columbia Business School
    Finance And Marketing
  • The George Washington University
    The George Washington University
    Information Technology

Frequently Asked Questions about Eric Philo, Cfa

What company does Eric Philo, Cfa work for?

Eric Philo, Cfa works for Avalon Group Limited

What is Eric Philo, Cfa's role at the current company?

Eric Philo, Cfa's current role is Founder and Principal, ESP Music Enterprises; Investment Banker, Avalon Net Worth.

What is Eric Philo, Cfa's email address?

Eric Philo, Cfa's email address is ep****@****ilo.com

What schools did Eric Philo, Cfa attend?

Eric Philo, Cfa attended Columbia Business School, The George Washington University.

What are some of Eric Philo, Cfa's interests?

Eric Philo, Cfa has interest in Internet And E Commerce Management, Internet And E Commerce Strategy, Psychology, Skiing, Mentor, Reading, Investment Management, General Management, Running, Personal Investing.

What skills is Eric Philo, Cfa known for?

Eric Philo, Cfa has skills like Private Equity, Valuation, Mergers And Acquisitions, Investments, Investment Banking, Capital Markets, Venture Capital, Start Ups, Due Diligence, Corporate Finance, Equities, Strategic Planning.

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