Dave Phelan

Private Equity Investor chez

The Social+Capital Partnership LLC

Finance

Miscellaneous

Consumer Services

Profil

Dave Phelan currently works at The Social+Capital Partnership LLC, as Board Partner from 2023 and Bornite Capital Management LP, as Investment Analyst from 2024.
Mr. Phelan also formerly worked at Surveyor Capital Ltd., as Senior Associate from 2014 to 2017 and Deep Basin Capital LP, as Analyst from 2019 to 2021.
Mr. Phelan received his undergraduate degree in 2008 from Richard Ivey School of Business.

Postes actifs de Dave Phelan

Sociétés	Poste	Début
The Social+Capital Partnership LLC The Social+Capital Partnership LLC Investment ManagersFinance Social Capital invests in companies located across the globe. The firm targets companies operating in the fields of energy, technology and life science sectors. It provides financing for seed, early and later stage capital requirements.	Private Equity Investor	01/04/2021
Bornite Capital Management LP Bornite Capital Management LP Investment ManagersFinance Bornite utilzies a fundamental, global equity long/short strategy with a flexible mandate that has a core focus in cyclical equities specifically in commodity related sectors. The firm combines a long-term investment approach with active management coupled with flexible portfolio construction to maximize returns and minimize the risk of permanent capital loss.They seek to capitalize on large scale market disruption and change resulting from the industrial technology transition to a net-zero carbon environment and the increased need for commodities to electrify the global economy.	Analyst-Equity	01/07/2024

Tous les postes actifs de Dave Phelan

Anciens postes connus de Dave Phelan

Sociétés	Poste	Fin
Deep Basin Capital LP Deep Basin Capital LP Investment ManagersFinance DBC focuses on investing in publicly traded securities of companies in the energy and energy-exposed sectors. The firm uses a data-driven, fundamental investment process to generate company-specific investment insights. They seek to generate alpha, as defined by residual return, using a broad market multi-factor model, by emphasizing idiosyncratic returns and risk in the portfolio and by minimizing exposure related to systematic, style, and industry factor risk, as well as commodity risk.	Corporate Officer/Principal	01/04/2021
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Corporate Officer/Principal	01/07/2017

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Sociétés liées

Entreprise privées	5
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Miscellaneous
The Social+Capital Partnership LLC The Social+Capital Partnership LLC Investment ManagersFinance Social Capital invests in companies located across the globe. The firm targets companies operating in the fields of energy, technology and life science sectors. It provides financing for seed, early and later stage capital requirements.	Finance
Richard Ivey School of Business Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deep Basin Capital LP Deep Basin Capital LP Investment ManagersFinance DBC focuses on investing in publicly traded securities of companies in the energy and energy-exposed sectors. The firm uses a data-driven, fundamental investment process to generate company-specific investment insights. They seek to generate alpha, as defined by residual return, using a broad market multi-factor model, by emphasizing idiosyncratic returns and risk in the portfolio and by minimizing exposure related to systematic, style, and industry factor risk, as well as commodity risk.	Finance
Bornite Capital Management LP Bornite Capital Management LP Investment ManagersFinance Bornite utilzies a fundamental, global equity long/short strategy with a flexible mandate that has a core focus in cyclical equities specifically in commodity related sectors. The firm combines a long-term investment approach with active management coupled with flexible portfolio construction to maximize returns and minimize the risk of permanent capital loss.They seek to capitalize on large scale market disruption and change resulting from the industrial technology transition to a net-zero carbon environment and the increased need for commodities to electrify the global economy.	Finance