Open to opportunities

Phillip Torres

@philliptorres

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Experienced investment team leader across alternative fixed income and traditional strategies.

United States

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What I'm looking for

I am looking for a role that challenges me and allows for strategic influence in investment management.

I am a successful leader with extensive experience in building and directing high-performing investment teams. My proven ability to develop strategic vision has driven organizational growth and achieved key business objectives. With deep knowledge in managing portfolio construction and asset allocation across diverse investment regimes, I excel in distilling complex data for varied audiences.

In my most recent role as Senior Portfolio Manager and Division Head at AEGON Asset Management, I directed the emerging markets fixed income division overseeing over $8 billion in assets under management. My leadership fostered a collaborative culture focused on client service and investment excellence, resulting in a doubling of AUM during my tenure. I also co-chaired the public fixed income macro strategy committee, shaping firm-wide asset allocation viewpoints and authored numerous market research pieces that established our division's expertise.

Throughout my career, I have built and launched investment management firms, managed multi-asset global portfolios, and served as a prominent spokesperson at major client events. My commitment to thought leadership and public speaking has allowed me to effectively communicate investment strategies and insights, further enhancing client engagement and business development efforts.

Experience

Work history, roles, and key accomplishments

Senior Portfolio Manager

AEGON ASSET MANAGEMENT

Jan 2016 - Aug 2023 (7 years 7 months)

Directed the emerging markets fixed income division overseeing $8B+ in AUM. Built a collaborative culture focused on client service and investment excellence, achieving outstanding performance. Managed a senior investment team and co-chaired the macro strategy committee, driving significant AUM growth during tenure.

Portfolio Management Asset Allocation Team Leadership Risk Management Client Engagement Market Research Public Speaking Cross Functional Collaboration

Senior Portfolio Manager

AEGON ASSET MANAGEMENT

Jan 2016 - Apr 2023 (7 years 3 months)

Portfolio Management Asset Allocation Team Leadership Risk Management Client Engagement Market Research Public Speaking

Senior Portfolio Manager, General Partner

HARBERT MACRO FUND

Jan 2012 - Jun 2015 (3 years 5 months)

Built and launched an investment management firm, overseeing all aspects of its growth. Developed investment strategy and risk management frameworks while managing a multi-asset global portfolio.

Investment Management Risk Management Team Building Strategic Planning

Senior Portfolio Manager

HARBERT MACRO FUND

Jan 2012 - Apr 2015 (3 years 3 months)

Co-founded and launched an investment management firm, overseeing all aspects of its growth. Developed investment strategy and risk management frameworks while managing a multi-asset global portfolio.

Risk Management Team Leadership Capital Raising Quantitative Analysis Discretionary Trading Client Communication Business Development

Senior Portfolio Manager

HARBERT MACRO FUND

Jan 2012 - Apr 2013 (1 year 3 months)

Built and launched an investment management firm, overseeing all aspects of its growth. Architected investment strategy and risk management frameworks while managing a multi-asset global investment portfolio.

Investment Management Risk Management Team Building Strategic Planning Capital Raising Market Analysis Communication Financial Strategy

Senior Portfolio Manager

UBS ASSET MANAGEMENT

Jan 2010 - Jan 2011 (1 year)

Led the Absolute Return Strategies division, managing a $3B fund. Oversaw portfolio construction and risk management, while serving on the Asset Allocation Committee and representing the firm at major client events.

Absolute Return Strategies Portfolio Management Risk Assessment Asset Allocation Leadership Strategic Planning Public Speaking Financial Analysis

Senior Portfolio Manager

UBS ASSET MANAGEMENT

Jan 2010 - Jan 2011 (1 year)

Provided leadership for the $100B+ division in the U.S., managing a top-rated absolute return mutual fund. Oversaw portfolio construction and risk management, while serving as a spokesperson at major client events.

Absolute Return Strategies Portfolio Management Risk Assessment Asset Allocation Leadership Client Engagement Strategic Planning

Senior Portfolio Manager

JBSUSA/ForSix Asset Management

Jun 2009 - Jun 2010 (1 year)

Managed a discretionary global macro portfolio, overseeing research and risk across asset classes. Collaborated with other portfolio managers to establish firm-wide risk positions.

Global Macro Strategy Portfolio Management Risk Management Research Collaboration Asset Classes Discretionary Trading Team Coordination Client Engagement Financial Analysis

Senior Portfolio Manager

JBSUSA/ ForSix Asset Management

Jun 2009 - Jun 2010 (1 year)

Managed a discretionary global macro portfolio, responsible for research and risk across all asset classes. Collaborated with teams to establish firm-wide risk positions.

Global Macro Portfolio Management Risk Management Research Collaboration Asset Classes Discretionary Strategies Team Leadership

Portfolio Manager

VARA CAPITAL MANAGEMENT

Jan 2005 - Apr 2009 (4 years 3 months)

Managed a multi-asset global macro hedge fund, focusing on emerging market exposure. Collaborated with senior management to assess portfolio risk and develop investment strategies.

Global Macro Hedge Fund Portfolio Management Emerging Markets Risk Assessment Team Collaboration Financial Reporting Client Communication Market Analysis

Portfolio Manager

VARA CAPITAL MANAGEMENT

Jan 2005 - Apr 2009 (4 years 3 months)

Managed a multi-asset global macro hedge fund, providing strong performance since inception. Collaborated with senior PMs to assess portfolio risk and develop strategies.

Global Macro Risk Assessment Portfolio Strategy Team Collaboration Performance Analysis Investor Relations

Portfolio Manager

RITCHIE CAPITAL MANAGEMENT

Jan 2001 - Sep 2005 (4 years 8 months)

Implemented and managed risk across a global macro division, generating profits while mitigating drawdowns. Focused on inflation-linked and emerging market exposure.

Global Macro Risk Management Team Collaboration Performance Optimization

Portfolio Manager

RITCHIE CAPITAL MANAGEMENT

Jan 2001 - Aug 2005 (4 years 7 months)

Managed risk across a global macro division, successfully generating profits while mitigating drawdowns. Focused on inflation-linked and emerging market exposure.

Global Macro Management Risk Management Inflation Linked Assets Emerging Markets Team Collaboration Capital Allocation Financial Analysis Performance Monitoring Strategic Planning

Associate Director; Portfolio Manager

DIMENSION CAPITAL MANAGEMENT LLC

Jun 1995 - Aug 1999 (4 years 2 months)

Responsible for due diligence of alternative investments and managing hedge fund of funds. Led manager research and served as a financial advisor to major family groups.

Due Diligence Portfolio Management Risk Assessment Financial Advisor Capital Allocation Strategic Planning

Associate Director; Portfolio Manager

DIMENSION CAPITAL MANAGEMENT LLC

Jun 1995 - Jul 1999 (4 years 1 month)

Responsible for due diligence of alternative investments and managing hedge fund of funds. Led manager research and provided financial advisory to major family groups.

Due Diligence Advisory Risk Management