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BEN PHILLIPS BEN PHILLIPS
Partner, Casey, Quirk & Associates

Ben is a partner at Casey, Quirk & Associates. He has 15 years of experience advising investment firms, financial services companies, and governments worldwide regarding key strategic decisions and marketplace trends in the fund management industry. Ben's client experience and areas of expertise include:

  • Global expansion, based on on-the-ground market research in more than 20 countries
  • Organic and inorganic business strategy, including mergers and acquisitions
  • Asset gathering in the U.S. retail, professional buyer, and institutional arenas
  • Subadvisory marketplace dynamics in the U.S. and abroad
  • Alternative asset management marketplaces

Ben is often quoted in mainstream and industry publications, including The Wall Street Journal, Barron's, the Financial Times, Pensions & Investments, the Nihon Keizai Shimbun, Reuters, and Bloomberg. He also has appeared on CNBC, Fox Business News and Bloomberg Television. Ben also frequently presents key speeches and presentations at leading industry conferences in the U.S., Europe, Asia, and Australia.

Ben has primary responsibility for co-authoring Casey Quirk's industry research papers, building on previous experience leading teams that developed a number of key thought leadership publications, including:

  • The international research lines of Cerulli Associates, including the flagship global publications
  • The semiannual asset management M&A industry reviews of Jefferies Putnam Lovell, outlining key trends shaping the sector's transaction activity

Prior to joining Casey Quirk, Ben served as managing director and head of strategic analysis for Jefferies Putnam Lovell, the financial institutions M&A practice of Jefferies & Co. At Putnam Lovell, Ben advised fund management executives worldwide about strategic positioning, as well as authored the firm's whitepapers.

Prior to joining Putnam Lovell, Ben was a managing director of Cerulli Associates, a firm focused on providing strategic research to global asset management firms. At Cerulli, Ben developed and executed the firm's global research efforts, and established Cerulli's international division, spending three years in London. Before Cerulli, Ben spent five years as a journalist covering fund management worldwide, holding editorial positions at Institutional Investor and ROI magazine.

Ben earned M.B.A. degrees from Columbia University and the London Business School. He holds a B.S. in journalism, summa cum laude, from Boston University.