Phil Casey
Philip A. Casey (1982)[1] is an American executive and researcher.[2][3] Casey is the founder and CEO of Institutional LPs.[4][5] Casey has ties to Ivy League university endowments and foundations as an advisor and institutional investor.[5][6] His research and development is on proprietary technology platforms for institutional investors.[2][7][8]
Education
Casey has a PhD from Princeton University and is a Chartered Financial Analyst.[1][2]
Career
Harvard Business School based a case study on Casey.[3] In it, he discussed his career as an executive and researcher. This included the importance of business execution, revenue growth, capital efficiency, and alignment with investors.[3] He also discussed the Yale Endowment Model developed at the Yale University endowment and its significance for institutional investors. Casey has provided advice and analysis to the United States government on these topics in testimony to the legislative and executive branches.[9] He has also been the chairman and a director of related companies and investment institutions.[10][11][12]
Casey led the R&D of the proprietary technology platforms at Analytic Investors and Wells Fargo acquired the company.[2][7][13] Analytic Investors had $15 billion in assets under management for institutional investors.[14] Wells Fargo reportedly acquired the company for its technology platforms based on his R&D.[13][14][15] This was reportedly to expand into high-growth technology-related areas of investment management that are R&D-intensive. These technology-related areas included big data, machine learning, and quantitative techniques.[7][8][16][17] The company's technology platforms were integrated into Wells Fargo Asset Management and Casey subsequently led the R&D.[2][7][8][14]
For the Wells Fargo Championships on the PGA Tour, Casey led the research, analysis, and commentary for PGA champions.[18] These champions have included Tiger Woods, Phil Mickelson, Rory McIlroy, and Scottie Scheffler.[18] Beyond the Wells Fargo Championships, Casey has done this for major PGA championships. These championships have included The Masters, U.S. Open, PGA Championship, British Open, and The Players Championship.[19]
References
- ↑ 1.0 1.1 Klironomos, Alex (2011-02-28). "Hidden simplicity". Physics. Retrieved 2025-10-06.
- ↑ 2.0 2.1 2.2 2.3 2.4 "Non-Academic Career Seminar - Physics Department, Princeton University". princeton.edu. Archived from the original on 2017-03-16. Retrieved 2024-12-29.
- ↑ 3.0 3.1 3.2
For Harvard case study, see Casey, Philip. "Interview with Philip Casey". hbs.edu (Interview). HBS Case Collection. Interviewed by Bower, J.L.; Hout, S.E. Boston, MA: Harvard Business School. Retrieved 2024-12-29.
- For Harvard case study, see Casey, Philip. "Interview with Philip Casey" (video). hbs.edu (Interview). HBS Case Collection. Interviewed by Bower, J.L.; Hout, S.E. Boston, MA: Harvard Business School. Retrieved 2024-12-29.(subscription required)
- For executive career, see Trigaux, Robert (2005-10-01). "There's no bend in steel's pitch as the only material that matters". Tampa Bay Times. Retrieved 2025-02-14.
- For executive career, see Trigaux, Robert (August 25, 2005). "Demand for fuel as high as the price". Tampa Bay Times. Retrieved 2025-02-22.
- For executive career, see Egerstrom, Lee (2004-09-10). "Cargill selling North Star". Pioneer Press. Archived from the original on 2004-10-10. Retrieved 2025-02-11.
- For executive career, see Keenan, Greg (2002-08-16). "Steel titan predicted in merger". The Globe and Mail. Retrieved 2025-02-11.
- For executive career, see "Gerdau Ameristeel names new CEO". Tampa Bay Times. 2006-01-21. Retrieved 2025-02-12.
- For alignment with investors, see "Bank of America Business Capital stellt für Gerdau Ameristeel Corporation ABF-Kredit in Höhe von 650 Millionen USD bereit" [Bank of America Business Capital provides $650 million ABF loan to Gerdau Ameristeel Corporation]. Austria Press Agency (Press release) (in German). Bank of America. PR Newswire. 2005-12-06. Retrieved 2025-02-12.CS1 maint: Unrecognized language (link)
- ↑ Douglas-Gabriel, Danielle; Svrluga, Susan (2025-07-01). "Harvard is the wealthiest U.S. university. Can it survive a Trump standoff?". The Washington Post. Retrieved 2025-10-14.
- ↑ 5.0 5.1 McNeely, Allison; Lim, Dawn; Singh, Preeti; Halftermeyer, Marion (2025-06-06). "Yale's $2.5 Billion Private Equity Sale Tests Its Vaunted Endowment Model". Bloomberg News. Retrieved 2025-10-11.
- ↑ "Is private equity the Ivy League's Achilles heel?". Financial Times. 2025-09-08. Retrieved 2025-10-12.
- ↑ 7.0 7.1 7.2 7.3 Casey, Philip. "Machine Learning and Related Technologies: An Institutional Investors Perspective". wellsfargoassetmanagement.com. Wells Fargo Asset Management. Archived from the original on 2021-07-07. Retrieved 2024-12-29.(subscription required)
- ↑ 8.0 8.1 8.2 Casey, Philip. "Big Data and Data Science: An Institutional Investors Perspective". wellsfargoassetmanagement.com. Wells Fargo Asset Management. Archived from the original on 2021-07-07. Retrieved 2024-12-29.(subscription required)
- ↑ Miller, Marcia E.; Bragg, Lynn M.; Newquist, Don E.; Crawford, Carol T. Steel Concrete Reinforcing Bars From Turkey (PDF). United States International Trade Commission (Report). Washington, D.C. Retrieved 2025-02-14.
- ↑ Trigaux, Robert (2005-10-01). "There's no bend in steel's pitch as the only material that matters". Tampa Bay Times. Retrieved 2025-02-14.
- ↑ "Gerdau Ameristeel names new CEO". Tampa Bay Times. 2006-01-21. Retrieved 2025-02-12.
- ↑ "Gerdau eager to continue North American shopping spree". Bloomberg News. 2004-10-26. Retrieved 2025-02-14.
- ↑ 13.0 13.1 Armental, Maria (August 8, 2016). "Wells Fargo to Buy Analytic Investors". The Wall Street Journal. Retrieved 2024-12-29.
- ↑ 14.0 14.1 14.2 McDermid, Riley (August 9, 2016). "Wells Fargo buys Analytic Investors to beef up research-based toolbox". American City Business Journals. Retrieved 2024-12-29.
- ↑ Segal, Julie (January 3, 2017). "Wells Fargo's Asset Management Arm to Launch Smart Beta Funds". Institutional Investor. Retrieved 2024-12-29.
- ↑ Flood, Chris (February 11, 2018). "Wells Fargo staff 'shocked and upset' by scandal". Financial Times. Retrieved 2024-12-29.
- ↑ Burger, Dani (December 19, 2016). "Wells Fargo Lining Up Robot Stock Pickers for Its First Ever ETF". Bloomberg News. Retrieved 2024-12-29.
- ↑ 18.0 18.1
For 2018 Wells Fargo Championship, see Casey, Phil (May 7, 2018). "Jason Day back in world top 10 after Wells Fargo Championship win". The Telegraph. Retrieved 2025-02-09.
- For 2016 Wells Fargo Championship, see Casey, Phil (May 6, 2016). "Rory McIlroy digs deep at Wells Fargo in Quail Hollow". The Irish News. Retrieved 2025-02-09.
- For 2022 Wells Fargo Championship, see Casey, Phil (May 4, 2022). "Rory McIlroy to draw on memories of best golf to defend Wells Fargo title". The Independent. Retrieved 2025-02-09.
- For 2021 Wells Fargo Championship, see Casey, Phil (May 7, 2021). "Rory McIlroy surges up Wells Fargo Championship leaderboard with second-round 66". Belfast Telegraph. Retrieved 2025-02-09.
- ↑
For U.S. Open, see Casey, Phil (June 15, 2024). "US Open 2024: Brilliant Bryson DeChambeau takes three-shot lead over Rory McIlroy into final day". The London Standard. Retrieved 2025-02-09.
- For U.S. Open, Olympics, and FedEx Cup, see Casey, Phil (August 15, 2024). "Can Rory McIlroy 'flip the script?' He's hoping the FedEx Cup playoffs will do just that". USA Today. Retrieved 2025-02-09.
- For British Open, see Casey, Phil (June 15, 2024). "Open Championship to be Tiger Woods' last event of the season". The Independent. Retrieved 2025-02-10.
- For PGA Championship, see Casey, Phil (May 14, 2024). "New father Scheffler ready to compete for next major". The Canberra Times. Retrieved 2025-02-10.
- For the Masters, see Casey, Phil (October 3, 2024). "Augusta National provides update on 2025 Masters after hurricane damage to golf course". MSN. Retrieved 2025-02-09.
- For U.S. Open, see Casey, Phil (June 13, 2024). "Sergio Garcia beaming after shooting rare bogey-free round at US Open". The Independent. Retrieved 2025-02-09.
- For U.S. Open and LIV Golf, see Casey, Phil (February 6, 2025). "US Open becomes first major to create LIV Golf exemption". Yahoo. Retrieved 2025-02-10.
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