Adam Phillips

Head-Fixed Income Invts at

Loop Capital Asset Management -TCH LLC

Finance

Consumer Services

Profile

Mr. Adam M.
Phillips, CFA, is a Co-Head at Loop Capital Asset Management -TCH LLC.
In this role, he has executive responsibilities for running the Fixed Income business and serves as a member of the team’s management and investment committees.
Previously, Mr. Phillips worked at BMO Asset Management as head of its client portfolio management.
Previously, he was also vice president in portfolio management at Spruce Private Investors, a member of the capital markets group at BlackRock and on the investments team at Ivy Asset Management.
He holds a B.A. in economics and anthropology from Emory University.
In addition, he is a CFA charterholder.

Adam Phillips active positions

Companies	Position	Start
Loop Capital Asset Management -TCH LLC Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles.	Head-Fixed Income Invts	01/03/2014

All active positions of Adam Phillips

Former positions of Adam Phillips

Companies	Position	End
BlackRock Finance, Inc. BlackRock Finance, Inc. Investment ManagersFinance Provides asset and investment advisory & risk management solutions	Corporate Officer/Principal	01/11/2008
Ivy Asset Management LLC Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors.	Corporate Officer/Principal	28/02/2007
Spruce Investment Advisors LLC Spruce Investment Advisors LLC Investment ManagersFinance Spruce determines investments for managed accounts based upon the client’s investment objectives, risk tolerance, net worth, net income, and various other suitability factors.	Portfolio Manager-Equities	-

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Linked companies

Private companies	5
BlackRock Finance, Inc. BlackRock Finance, Inc. Investment ManagersFinance Provides asset and investment advisory & risk management solutions	Finance
Ivy Asset Management LLC Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors.	Finance
Loop Capital Asset Management -TCH LLC Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles.	Finance
Emory University Emory University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Spruce Investment Advisors LLC Spruce Investment Advisors LLC Investment ManagersFinance Spruce determines investments for managed accounts based upon the client’s investment objectives, risk tolerance, net worth, net income, and various other suitability factors.	Finance