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Draft:Phil Casey

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Philip A. Casey (1982)[1] is an American executive and researcher.[2][3] His research and development is on proprietary technology platforms for institutional investors.[2][4][5]

Education

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Casey has a PhD from Princeton University and is a Chartered Financial Analyst.[1][2]

Career

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Harvard Business School based a case study on Casey, in which he discussed his career as an executive and researcher, including the importance of business execution, revenue growth, capital efficiency, and alignment with investors.[3][6] He also discussed the Yale Endowment Model developed at the Yale University endowment and its significance for institutional investors.[3][6]

Casey led the R&D of the proprietary technology platforms at Analytic Investors and Wells Fargo acquired the company.[2][4][7] Analytic Investors had $15 billion in assets under management for institutional investors.[8] Wells Fargo reportedly acquired the company for its technology platforms based on his R&D to expand into high-growth technology-related areas of investment management that are R&D-intensive.[7][8][9] These technology-related areas included big data, machine learning, and quantitative techniques.[4][5][10][11] The company's technology platforms were integrated into Wells Fargo Asset Management and Casey subsequently led the R&D.[2][4][5][8]

References

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  1. ^ a b "Hidden Fermi Liquid : Self-consistent Theory for the Normal State of High-Tc Superconductors / Philip A. Casey. - Princeton University Library Catalog" (PhD dissertation). princeton.edu. Retrieved December 29, 2024.
  2. ^ a b c d e "Non-Academic Career Seminar - Physics Department, Princeton University". princeton.edu. Archived from the original on March 16, 2017. Retrieved December 29, 2024.
  3. ^ a b c 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 December 29, 2024.
  4. ^ a b c d Casey, Philip. "Machine Learning and Related Technologies: An Institutional Investors Perspective". wellsfargoassetmanagement.com. Wells Fargo Asset Management. Archived from the original on July 7, 2021. Retrieved December 29, 2024.(subscription required)
  5. ^ a b c Casey, Philip. "Big Data and Data Science: An Institutional Investors Perspective". wellsfargoassetmanagement.com. Wells Fargo Asset Management. Archived from the original on July 7, 2021. Retrieved December 29, 2024.(subscription required)
  6. ^ a b 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 December 29, 2024.(subscription required)
  7. ^ a b Armental, Maria (August 8, 2016). "Wells Fargo to Buy Analytic Investors". The Wall Street Journal. Retrieved December 29, 2024.
  8. ^ a b c McDermid, Riley (August 9, 2016). "Wells Fargo buys Analytic Investors to beef up research-based toolbox". American City Business Journals. Retrieved December 29, 2024.
  9. ^ Segal, Julie (January 3, 2017). "Wells Fargo's Asset Management Arm to Launch Smart Beta Funds". Institutional Investor. Retrieved December 29, 2024.
  10. ^ Flood, Chris (February 11, 2018). "Wells Fargo staff 'shocked and upset' by scandal". Financial Times. Retrieved December 29, 2024.
  11. ^ Burger, Dani (December 19, 2016). "Wells Fargo Lining Up Robot Stock Pickers for Its First Ever ETF". Bloomberg. Retrieved December 29, 2024.



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