Ativo Capital

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Philip Halpern

Monday, April 27, 2015


Philip Halpern has been engaged as Chief Investment Officer (“CIO”) of large institutional portfolios for over twenty years — including for the endowments of The University of Chicago and Caltech, and The Washington State Investment Board and J.C. Penney Co. pension plans. Mr. Halpern is a National Association of Corporate Directors (“NACD”) Fellow, and currently serves on the Board or Advisory Board of DWS RREEF America REIT II (Audit Committee Chairman), Edgeline Capital Partners, and Nations Builders Insurance Services, in addition to Ativo. Previously he also has served as board trustee for Boston Advisors, Duet India Hotels and M Funds (Chairman).

Mr. Halpern has consulted extensively to institutions, including to the governments of Egypt and Kazakhstan, and to families on investment topics. He also has served as an expert witness on fiduciary responsibility. He has written numerous technical articles, including U.S. Investment Funds: Public and Private Response to Cyber Risk, and published one book, Marketing Institutional Money Management Services: Meeting the Needs of Today’s Plan Sponsors and Corporate Treasurers.  Mr. Halpern holds an MBA in Finance from UCLA and a bachelor’s degree in Anthropology from Grinnell College and completed doctoral coursework in Strategic Planning at Northwestern University.  He was awarded the Certified Cybersecurity Leader designation from Carnegie Mellon University.