Sam Phillips - CEO, Reach Alternative Investments
LinkedIn Profile: [Sam Phillips - Reach Alternative Investments](https://au.linkedin.com/in/reachaltssam)
Professional Background:
- Current Position: CEO of Reach Alternative Investments.
- Experience: Over 25 years in the financial services sector, spanning positions in Australia, Taiwan, and Hong Kong. Previous notable role includes Head of Secondary Private Equities at MCM Partners in Hong Kong.
- Notable Achievement: Co-founder of Reach Alternative Investments, where the mission is to democratize access to private equity markets for sophisticated investors.
Company Overview: Reach Alternative Investments (Reach Alts)
- Company Vision: Dedicated to providing access to exclusive private-market funds to sophisticated and wholesale investors.
- Innovation and Recognition: Reach Alternative Investments was awarded 'Best Innovation in Alternative Investments'.
- Notable Products: The Reach Global Private Credit Fund, which offers institutional-grade access to premier private credit opportunities, boasting returns of approximately 12%.
Key Activities and Initiatives:
- Global Impact Forum: Hosting impactful forums featuring prominent industry leaders, such as a recent event with Bain Capital.
- Educational Initiatives: Emphasis on educating investors regarding alternative investments and the importance for diversified portfolios.
Public Relations and Media Presence:
- Posts and Publications: Active on LinkedIn with frequent posts on investment strategies, market insights, and company milestones.
- Media Appearances: Featured in podcasts and interviews discussing the fintech landscape and the company's innovations in private equity investments.
Corporate Structure and Leadership Team:
- Chief Operating Officer: Hugh McCaffrey, with 12+ years of legal experience.
- Head of Investments: Jonathan Ng, CFA charterholder, with 15+ years of experience.
- Investor Relations Team: Jessica Collins (8+ years) and Rachel Tracey (6+ years).
Board Advisors:
- Damian Fox: Partner at Carthona Capital, former investment banker at Macquarie Group.
- Ant Millet: Global Partner at Antler Capital, former CEO of BrickX.
- David Jenkins: CTO at Pepperstone, with extensive experience in financial technology.
- Lee Porter: Industry veteran with 30+ years in banking and financial technology.
Additional Partners:
- Tim Baker: Managing Director of Boutique Capital.
- Sarah Poulos: CFO of Boutique Capital.
- Linda Carroll: COO of Boutique Capital.
- Justin Smith: Compliance Manager at Boutique Capital.
Office Location:
- Headquarters: International Tower 3, Level 17/300 Barangaroo Ave, Barangaroo, Sydney NSW 2000.
Summary
Sam Phillips is an exceptionally experienced leader in the financial services sector, driving Reach Alternative Investments with a clear focus on democratizing access to private equity for sophisticated investors. Under his leadership, the company has achieved significant recognition for innovation and maintains a strong focus on education and diversification in investment strategies. The firm operates with a robust and highly experienced leadership and advisory team, positioning it well within the competitive landscape of alternative investments.
