The Firm

EventShares is an investment manager focused legislation and regulation coming out of Washington, D.C. In our view, investors too often passively consume policy as a series of one-time, market moving headlines. The EventShares approach reverses this process by first aiming to identify policy winners and losers and then overlaying the firm’s macro viewpoint utilizing both fundamental and quantitative research.

Our clients include financial advisors, institutions, family offices and high-net-worth individuals. Our principals have made significant investments in our products, which we believe aligns us with our investors and demonstrates our commitment to the investment strategies we employ. For more information about EventShares, please send email to info@EventShares.com.

Our Chief Investment Officer Ben Phillips, CFA is a regular media contributor to CNBC, Bloomberg, Fox Business, Yahoo Finance TV, Reuters TV, Cheddar TV, and TD Ameritrade Networks. The firm is headquartered in Newport Beach, CA. 

 

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BenPhillips

Ben Phillips, CFA | Chief Investment Officer

Mr. Phillips serves as the Chief Investment Officer overseeing portfolio management and chairs the Investment Committee. Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.

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Jon Clements | Chief Strategist

Mr. Clements serves as the Chief Strategist overseeing product development and firm partnerships. Mr. Clements is a member of the Investment Committee. Previously, Mr. Clements was with Goldman Sachs Global Investment Research Team in New York City. Mr. Clements received a BSBA in Finance from the University of Missouri.

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Matt Clements, CPA | Director of Research

Mr. Clements serves as the Director of Research overseeing policy research and legislative analysis. Mr. Clements is a member of the Investment Committee. Previously, Mr. Clements was with Ernst & Young in the Financial Services Office. Mr. Clements is a registered CPA and received a Masters of Accountancy from the University of Missouri.

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