Profil
Phil B. Pool was the founder of Donaldson, Lufkin & Jenrette Securities Corp.
(1994) and Institutional Capital Network, Inc. (2013) where he held the title of Chairman.
He is currently the Director at The Teagle Foundation, Inc. Mr. Pool's former positions include Co-Chairman at First Avenue Partners LLP, Director at Cowen Group, Inc. (2006-2009), Principal at Kidder Peabody (1980-1985), Investment Banker at Merrill Lynch Global Private Equity, Inc. (1985-1994), and Investment Banker at Credit Suisse First Boston USA, Inc. (2000-2001).
Mr. Pool holds an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from McIntire School of Commerce.
Postes actifs de Phil Pool
| Sociétés | Poste | Début |
|---|---|---|
The Teagle Foundation, Inc. | Directeur/Membre du Conseil | - |
Anciens postes connus de Phil Pool
| Sociétés | Poste | Fin |
|---|---|---|
Cowen Group, Inc. /Old/
Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Provides investment banking services | Directeur/Membre du Conseil | 04/11/2009 |
Credit Suisse First Boston USA, Inc.
Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | 01/05/2001 |
Merrill Lynch Global Private Equity, Inc.
Merrill Lynch Global Private Equity, Inc. Investment ManagersFinance MLGP's objective is to generate long-term capital gains, with a primary focus on control-oriented investments in equity, equity-related and similar securities with equity-like returns. Investments typically range in size from $250 million to $750 million, with the flexibility to commit to larger or smaller investments. MLGP makes investments globally, with a primary emphasis on the world's largest economies, including the US, Europe, Japan, China, India, Latin America and Australia, taking a multi-sector approach to identifying attractive investment opportunities. They target investments in high quality, established companies that are recognized brands with industry or regional leadership, defensible market positions, strong cash flow characteristics and seasoned management. They combine comprehensive regional and industry-based in-depth analyses with global approval and management processes. Their approach combines an intensive, bottom-up evaluation process including gaining a detailed understanding of a potential portfolio company's value drivers, management capabilities, cost structure, cash flow characteristics, market position and competitive advantages with a top-down analysis of the attractiveness, growth potential and underlying economics of the industry, competitive environment and exit alternatives. When making an investment, MLGPE takes a control-oriented approach and seeks to structure transactions to ensure the ability to influence critical decisions for a portfolio company, particularly as it relates to specific value-added initiatives. A key element of their transaction negotiation with partners and management centers on contractual rights and board representation that facilitate input into key decisions such as management changes, expansion plans, acquisitions, budgets, debt and equity financings and new initiatives. MLGP implements value creation initiatives such as organic growth alternatives, acquisitions and other strategic initiatives, business rationalization and operational improvements and capital structure improvements in partnership with portfolio company management. They are actively involved in significant portfolio company decisions, including those relating to potential acquisitions, expansion plans, debt and equity financings, changes in senior management and new business initiatives. | Corporate Officer/Principal | 01/01/1994 |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | 02/01/1985 |
First Avenue Partners LLP
First Avenue Partners LLP Investment ManagersFinance Provides investment advisory services | Président | - |
Formation de Phil Pool
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Cowen Group, Inc. /Old/
Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Provides investment banking services | Finance |
Institutional Capital Network, Inc.
Institutional Capital Network, Inc. Packaged SoftwareTechnology Services Develops end-to-end platform for alternatives, structured investments and annuities | Technology Services |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
Merrill Lynch Global Private Equity, Inc.
Merrill Lynch Global Private Equity, Inc. Investment ManagersFinance MLGP's objective is to generate long-term capital gains, with a primary focus on control-oriented investments in equity, equity-related and similar securities with equity-like returns. Investments typically range in size from $250 million to $750 million, with the flexibility to commit to larger or smaller investments. MLGP makes investments globally, with a primary emphasis on the world's largest economies, including the US, Europe, Japan, China, India, Latin America and Australia, taking a multi-sector approach to identifying attractive investment opportunities. They target investments in high quality, established companies that are recognized brands with industry or regional leadership, defensible market positions, strong cash flow characteristics and seasoned management. They combine comprehensive regional and industry-based in-depth analyses with global approval and management processes. Their approach combines an intensive, bottom-up evaluation process including gaining a detailed understanding of a potential portfolio company's value drivers, management capabilities, cost structure, cash flow characteristics, market position and competitive advantages with a top-down analysis of the attractiveness, growth potential and underlying economics of the industry, competitive environment and exit alternatives. When making an investment, MLGPE takes a control-oriented approach and seeks to structure transactions to ensure the ability to influence critical decisions for a portfolio company, particularly as it relates to specific value-added initiatives. A key element of their transaction negotiation with partners and management centers on contractual rights and board representation that facilitate input into key decisions such as management changes, expansion plans, acquisitions, budgets, debt and equity financings and new initiatives. MLGP implements value creation initiatives such as organic growth alternatives, acquisitions and other strategic initiatives, business rationalization and operational improvements and capital structure improvements in partnership with portfolio company management. They are actively involved in significant portfolio company decisions, including those relating to potential acquisitions, expansion plans, debt and equity financings, changes in senior management and new business initiatives. | Finance |
Credit Suisse First Boston USA, Inc.
Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
The Teagle Foundation, Inc. | |
First Avenue Partners LLP
First Avenue Partners LLP Investment ManagersFinance Provides investment advisory services | Finance |
McIntire School of Commerce
McIntire School of Commerce Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















