Eric Philo, Cfa Email & Phone Number

New York, New York, Us

Investment Banking | Licensed, Series 79 and 63

Investment and macroeconomic analysis

Owner, Bach to Rock Music School, Nanuet NY and Wyckoff NJ

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.

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.

Recommended impactful long/short positions in telecommunications and internet stocks that drove relative performance.

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.

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.

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.

Armonk, New York, Ny, Us

Mba, Finance And Marketing

Bba, Information Technology