Philip Barnett Email & Phone Number

Private Credit

Boston, Massachusetts, United States

Private Equity - Impact Investing Team (September 2023 - February 2024) • Underwrote and pitched affordable housing real estate investments.• Worked on and presented multiple ESG and sustainability related projects. Relationship Management - Investments (January 2023 - September 2023)• Generated exposure reports across several asset classes, both public and private.• Worked alongside deal teams to design an externally facing pitchbook for investment partners.Global Fixed Income – Credit Research (July 2022 - January 2023) • Covered the Business Development Company space within the financial sector• Created and presented credit and portfolio positioning recommendationsTreasury Services - Investments (January 2022 - July 2022)• Produced liquidity analysis reports for both the Investments (LMI) and Insurance (LMG) divisions of the firm• Led an ESG initiative using available liquidity as a fund source for money market fundsPrivate Equity/Credit - Energy Transition & Infrastructure Group (July 2021 - January 2022)• Contributed to private fixed income and equity deals within the renewable energy space• Generated and presented deep dive reports on the EV Infrastructure and Battery Recycling industries

• Generated relative value reports on companies and firms in the Aerospace and Defense industries• Created a financial projections and analysis report on the aerostructure firm Spirit AeroSystems• Presented an aerospace sector based credit recommendation to the High Yield portfolio manager, trading team and research team

Greater Boston Area

• Completed rotational program shadowing the directors and traders of each fixed income sector (Investment Grade, High Yield, Municipal Bonds, Emerging Markets, International Investment Grade and Securitized Products)• Generated reports on fluctuating spreads in the company’s Investment Grade fixed income market portfolios• Created a spreadsheet matching corporate bonds to comparable sovereign bonds as performance benchmarks for EM team• Updated manager’s daily trades and trading strategies using an excel based Trade Blotter

Cambridge, Massachussetts

• Wrote and published academic journal summaries• Developed marketing summaries and publicity reports that measured the popularity of each journal• Created, Designed and Co-Managed the firm’s social media accounts using Instagram, Twitter and Medium

Boston, Massachussetts

• Worked closely with the Head of Business Development at this investment analytic company• Updated stock market information in the firm’s database using tickers (market symbols), client firms’ trading/liquification statuses and contact information.

Greater Boston Area

• Shadowed company President at progressive venture capital firm• Exposed to real estate, commercial and residential investment opportunities and projects as well as the food and music industries• Used Microsoft Excel to create spreadsheets that monitored inventory control and pricing• Attended executive meetings on investments, personnel, construction and accounting

Newton, Ma

I helped young baseball and basketball players develop leadership skills, positive attitudes, and mental strategies to overcome adversity. I also assisted in the mentoring of young basketball players ranging in age from 8 to 13 years by providing skills training sessions and teaching proper technique. I worked at these camps for four years in the summer.

Bachelor'S Degree, English

Activities and Societies: Williams College Varsity Baseball, Black Student Union, Sports Information Assistant

Hbx Core Program

• Completed a 10 week accelerated program that consisted of three classes taught by professors at the Harvard Business School: Financial.

High School Diploma

Activities and Societies: Varsity Baseball Captain (3 years), Varsity Basketball (2 years), Member of Chess Club, Member of Advanced Jazz.