Philip Halpern

Chairman, EdgeLine Advisory Board
Phone: 773-910-0729

Philip Halpern joined EdgeLine Capital Partners as the Chairman of the Advisory Board in August 2009. Prior to EdgeLine, Mr. Halpern was the Chief Investment Officer (CIO) for the endowments of The University of Chicago and Caltech, and the pension plans of The Washington State Investment Board and J.C. Penney Company. He serves a critical role in helping EdgeLine and our clients better understand how institutional investors think and facilitate investment decisions. He is an active participant in the weekly EdgeLine partner calls and is involved intimately in developing firm initiatives, including identifying new clients and pursuing due diligence. He also advises EdgeLine clients on various strategic matters.

Mr. Halpern continues to participate actively in the portfolio management and alternative investment industry in a variety of capacities. Leadership positions currently or recently include serving on various advisory boards of private equity and wealth management firms, as well as Trustee and Audit Committee Chairman of DWS RREEF America REIT II, Board Director and Chairman of the Investment and the Audit Committees of NationsBuilders Insurance Services, Advisor to Ativo Capital Management, and Lead Director of Duet India Hotels — the local operating partner of Intercontinental Hotel Group’s Holiday Inn Express franchise.

Mr. Halpern has consulted to the governments of Egypt and Kazakhstan on financial market reform, lectured at The University of Chicago Graduate School of Business, and presented at investment forums worldwide. In addition, Mr. Halpern has authored numerous technical articles, as well as a book, published by McGraw Hill, that has helped shape many investment advisors’ business strategy, “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 an AB in Anthropology from Grinnell College, and has completed doctoral coursework in Strategic Planning at Northwestern University. Philip lives with his wife in downtown Chicago, is actively involved in the University of Chicago’s Oriental Institute, and takes great pleasure spending time with his children and young grandchildren.

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