NEW YORK – July 24, 2018: Capital Dynamics, an independent global asset manager, today announced the appointment of Elizabeth Philipp, CFA, as a managing director and head of North American Business Development. Ms. Philipp will lead the expansion of the firm’s relationships with institutional investors through its private markets offerings, including private equity, credit and clean energy infrastructure.
Ms. Philipp, who will report to CEO Martin Hahn, joins Capital Dynamics from Angelo, Gordon & Co., where she served as a managing director on the marketing team and was responsible for institutional client development and consultant relations. She brings more than 20 years of experience developing and delivering alternative investment solutions to institutional clients, having previously been with PIMCO as a client strategist. While at the firm, Ms. Philipp managed PIMCO’s New York office, focused on public, corporate and non-profit clients and was a product manager for emerging market and real return strategies. Ms. Philipp also held roles in credit research and sales and trading at Bank of America.
This strategic hire follows the appointment of Susan Giacin as managing director in the fourth quarter of 2017, who focuses on growing relationships with the U.S. private wealth market. Reporting into Mr. Hahn, Ms. Giacin heads up the private wealth team as it concentrates on expanding relationships with major wirehouses, independent broker-dealers and RIAs in the U.S., leveraging the strong investor demand for customized private markets solutions. Ms. Giacin has more than 15 years of experience in originating and marketing traditional and alternative investment solutions to private clients. Prior to joining Capital Dynamics, she was a Principal at Pantheon Ventures, where she was a founding member of Pantheon Private Wealth, responsible for business development activities related to high-net-worth individuals. Ms. Giacin also held various roles at Merrill Lynch Alternative Investments, Citi Alternative Investments and Deutsche Bank.
"With volatility returning to traditional equities and fixed income markets, we believe there is broad demand for private market solutions and customized investment strategies from both institutional investors and high-net-worth individuals in the U.S.," commented Mr. Hahn. "Elizabeth and Susan are seasoned industry professionals and their leadership will further accelerate our efforts to expand and grow relationships with key stakeholders in North America."
"Capital Dynamics’ approach of tailoring its suite of private markets solutions to meet the needs of its clients is recognized by the institutional investment community," commented Ms. Philipp. "It’s a privilege to lead the Capital Dynamics North America business development team to deliver these innovative offerings to investors."
Ms. Giacin commented, "Capital Dynamics has a diverse and growing line-up of private markets offerings that meet the needs of a wide range of investors. Bringing these solutions to the private wealth channel will enable the firm to educate financial advisors and their clients on accessing innovative private markets strategies."
About Capital Dynamics
Capital Dynamics is an independent global asset management firm focusing on private assets including private equity, private credit, clean energy infrastructure and energy infrastructure credit. Capital Dynamics offers a wide range of products including primary funds of funds, secondaries, direct investments, co-investments, customized separate accounts as well as structured private equity solutions. The firm has more than USD 15 billion in assets under management and advisement.
The firm was founded in 1999 and is headquartered in Zug, Switzerland. However, our history dates back to 1988 when the predecessor of Capital Dynamics commenced operations in Birmingham, UK (Westport Private Equity).
Over the past eight years, Capital Dynamics has expanded beyond private equity offerings. The firm established a clean energy infrastructure platform in 2010, for direct investments in real assets within the renewable energy sector. In 2017, a private credit asset business was launched that will leverage the firm's extensive general partner relationship network to originate and invest in private credit transactions for middle-market companies owned by private equity sponsors. In 2018, the company expanded its energy infrastructure business to include energy infrastructure credit.
The investment management teams’ Managing Directors and Directors average over 20 years of investing experience. We believe our experience and culture of innovation give us superior insight and help us deliver returns for our clients. We invest locally while operating globally from our New York, London, Zug, Tokyo, Hong Kong, San Francisco, Munich, Birmingham, Dubai and Seoul offices.
For enquiries, contact:
T: +1 646 502 4520
M: +1 917 439 0307
Capital Dynamics comprises Capital Dynamics Holding AG and its affiliates. Capital Dynamics, Inc. is a registered investment advisor with the US Securities and Exchange Commission ("SEC"). Capital Dynamics Broker Dealer LLC. is a registered broker dealer registered with the SEC and is a member of the Financial Industry Regulatory Authority. Capital Dynamics Limited is authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom. For residents of the UK, this information is only directed at persons who have professional experience in matters relating to investments or who are high net worth persons, as those terms are defined in the Financial Services and Markets Act 2000. This press release is not an offer of securities for sale. Securities may not be offered or sold in the United States absent registration or an exemption from registration. The information herein should not be considered investment advice and is not intended to substitute for the exercise of professional judgment.