Philip Miller

Captain
DISC Type : DS

Principal at Miller Equity Research Group

Placida, Florida, United States

Overview

Philip Miller is the Principal at Miller Equity Research Group, a firm he founded to specialize in resource royalty investments. His expertise is built on a career that includes founding an investment partnership, Shibe Capital, and serving as a Financial Advisor at Morgan Stanley. He holds a BA from Hamilton College and a certificate from Dartmouths Tuck School of Business.

Based on his stated interests, Philip maintains a strong connection to his alma maters, Hamilton College and The Tuck School of Business at Dartmouth. This suggests an appreciation for his educational background and a likely engagement with their respective alumni communities.

Philip designed a unique equity fund to specifically buy securities of companies that invest in royalty and streaming agreements.

Personality Overview

Decisive But Calm

Planner & Achiever

Consummate Professional

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Resource Royalties
He founded Miller Equity Research Group and a prior fund at Shibe Capital to focus on the emerging royalty sector, which he highlights for its high margins.
Investment Strategy
His career spans creating investment partnerships, managing client portfolios at Morgan Stanley, and developing newsletters on innovative investment approaches for resource exposure.
Energy Metals
His firm's research offers insights into gaining exposure to energy metals, indicating a specific focus within the broader resource sector.

Media Appearances

Philip has no verified media appearances

Work History

1-2020 - 1-2020
Principal at Miller Equity Research Group
1-2009 - 1-2014
Founder and Managing Partner at Shibe Capital, L.L.C.
7-2004 - 6-2009
Financial Advisor at Morgan Stanley

Education

2002 - 2002
Bridge Certificate from The Tuck School of Business at Dartmouth
1998 - 2001
BA from Hamilton College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Placida, Florida, United States Job Level : N/A Designation : Principal at Miller Equity Research Group
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Insights For Selling To Philip

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Philip is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Philip

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Philip move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Philip take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Philip

Personality Compatibility


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