Philip Masterson serves as the Senior Vice President in SEI’s Investment Manager Services division responsible for the division’s international strategy, business development, client service and delivery.
Philip formerly served as President of the Advisors' Inner Circle Funds, SEI's $30 billion turnkey mutual fund platform. As President of the AIC funds, Philip led all aspects of the funds’ day-day operational, legal and compliance activities as well as product development matters for the trust. Philip also designed, established and led a distribution team focused on growing the AIC funds through various intermediary channels.
Philip joined SEI from Citco Mutual Fund Services, where he served as General Counsel. Prior to Citco, he served as Vice President and Senior Counsel at OppenheimerFunds. Philip received his Juris Doctorate from Creighton University School of Law, cum laude. He received his master’s degree in securities and financial regulation from Georgetown University with distinction. He frequently speaks at industry conferences and has published articles in the International Investor, Institutional Investor, Review of Securities and Commodities Regulation, Global Assets, Investment Lawyer and Morgan Lewis Hedge Fund Desktop Book, The Journal of Index Investing, Institutional Investor’s Guide to Exchange Traded Funds and Indexing Innovations.
Wed, 21/01/2015 - 09:44
Read how prime brokers of all shapes and sizes are becoming both operational and balance sheet-efficient, and broadening out their product suites for hedge fund managers... »
Tue, 20/01/2015 - 10:06
This Hedgeweek Special Report explains not only why managed futures should be reconsidered by investors, but also how a more effective risk allocation strategy can benefit investor portfolios in both correlated and non-correlated markets... »
Tue, 20/01/2015 - 12:26
977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising: ... »
Fri, 19/12/2014 - 10:24
With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »
Wed, 14/01/2015 - 13:22
Over half of infrastructure funds that closed in 2014 exceeded their fundraising target, up from 37% of funds in 2013. Andrew Moylan, Preqin’s Head of Real Assets Products, takes a look at infrastructure fundraising over the last 12 months: ... »