Philip Taylor, Cfa Email and Phone Number
Philip Taylor, Cfa work email
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Philip Taylor, Cfa personal email
Senior Financial Markets Executive Officer who has used technology as a foundation for a successful career in finance and finance as a foundation for a successful career in technology. Strategic leader and manager of high-performing teams with consistent, long-term measurable results in portfolio management, debt refinancing and technology, spanning diverse roles, multi-asset classes, and global markets.Career highlights:- Current C-Suite role in a fast-growing emerging technology company, setting strategic direction, raising investment funds, hiring staff, negotiating partnerships, and pitching and executing on major contracts.- Six years in technology - delivering cutting-edge technology to bring scalable institutional-grade portfolio analytics to individual investors and asset owners. Throughout career, designing and delivering strategic, firm-wide technology initiatives.- Nineteen years on the buy-side - managing equity, fixed income, and derivative factors in global convertible bond portfolios - Achieved eighteen profitable years and averaged net returns of 9.8%. Created multiple portfolios from scratch and grew these up to $3.0bn, consistently delivered significant returns on investment and outperformed peers by 211 bps/yr.- Three years in investment banking - leading $4.0bn in major debt refinancing transactions with the world’s largest investment management firms and corporate issuers across multiple industries.- Leading 12,000 professionals as Chair of the Board of CFA Society New York and raising industry standards in excellence and ethics – providing a platform for world-class advocacy, education, discussion, and networking.
Finmason
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President & Chief Analytics OfficerFinmason Apr 2019 - PresentBoston, Ma, UsMember of Executive Team and Head of FinMason’s Global Analytics team – leading strategic decisions and working closely with our clients across the financial industry to design, build and deliver investment and risk analytics.- Leading strategy, partnership, staffing, financing, and sales decision-making.- Growing our team and process with 80% annual revenue growth over 36 months.- Head of Global Analytics team (Boston, NY, Prague) - delivered new annuity, fixed-income and ESG analytics.- Consulting on product development at global wealth and institutional clients including Franklin Templeton, Schwab, Jackson, Pacific Life, Janus, WisdomTree and BNY Mellon.
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Chair Of The Board And DirectorCfa Society New York May 2014 - Feb 2020New York, New York, UsLed the 12,000 member society through a major turnaround in program quality, brand value, external relationships and financial performance, growing membership from under 7,000 in three years, and building an isolated local society into a global leadership position across the 149 CFA Societies worldwide through the delivery of world-standard content.Director of the Board 2014-presentChair of the Board 1/2017-2/2019Vice-Chair, TreasurerCFA Society New York, founded by Ben Graham in 1937, is the leading forum for the New York City investment community, and one of the two largest member societies of the CFA Institute. -
Managing Director, Head Of Capital Markets DeskLazard Jun 2015 - Apr 2019New York, New York, UsLeading Lazard’s Capital Markets team - focused on pricing and distributing high-yield and convertible bond issues and exchange transactions into the market.- Led distribution of twenty major transactions totaling $4.0bn in bonds, delivering on $60mm in revenue across the energy, technology, healthcare, and real estate sectors.- Developed and supervised strategic innovation for the firm with new Artificial Intelligence and Data Science team.- Expanded international relationships with the largest investment management firms globally.- Designated compliance Supervisor for Sales and Trading desk. -
Managing Director, Global Arbitrage And TradingRbc Capital Markets Corp 2005 - 2015Toronto, Ontario, CaBuilt and managed a global convertible arbitrage strategy from scratch up to $3.0bn. Led all sub-strategy allocation, trade generation, fundamental/credit analysis, quantitative modeling, execution and risk management.Generated $316mm in revenue over nine years, with a 7.7% average return, even including 2008.Limited losses to 15% during the 2008 market collapse and recovered the following year to earn 46%, vs. peer group losses of 58% in 2008. Consistently profitable in all other years.Designed and managed desk systems to ensure best execution and evaluate real-time risk.Designed portfolio risk metrics for the entire proprietary trading group, managing $100bn portfolio across all major asset classes. -
Co-Head Of Global ArbitrageExis Capital 2003 - 2004UsBuilt, maintained, and oversaw a global convertible arbitrage strategy. -
Portfolio Manager For International StrategiesThe Palladin Group 1998 - 2003Managed an international convertible arbitrage portfolio of up to $450mm and was a senior member of the executive team that was responsible for portfolio management, marketing, and risk management. Worked with global partners and developed a deep knowledge of international markets including Europe, Asia, and emerging markets, and led the design and implementation of a firm-wide risk management system.
Philip Taylor, Cfa Skills
Philip Taylor, Cfa Education Details
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University Of CambridgeMathematics And Business Management -
University Of CambridgeMathematics And Business Management
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Mit Sloan School Of ManagementArtificial Intelligence - Implications For Business Strategy
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Harvard Business SchoolInvestment Management Workshop
Frequently Asked Questions about Philip Taylor, Cfa
What company does Philip Taylor, Cfa work for?
Philip Taylor, Cfa works for Finmason
What is Philip Taylor, Cfa's role at the current company?
Philip Taylor, Cfa's current role is President & Chief Analytics Officer - FinMason, Past Chair of the Board at CFA Society New York.
What is Philip Taylor, Cfa's email address?
Philip Taylor, Cfa's email address is ph****@****ard.com
What schools did Philip Taylor, Cfa attend?
Philip Taylor, Cfa attended University Of Cambridge, University Of Cambridge, Mit Sloan School Of Management, Harvard Business School.
What skills is Philip Taylor, Cfa known for?
Philip Taylor, Cfa has skills like Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Investments, Derivatives, Capital Markets, Trading, Convertible Arbitrage, Financial Modeling, Investment Strategies.
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