Philip Simotas

Supporter
DISC Type : s

Partner at Teres Global

New York, New York, United States

Overview

Philip is an experienced entrepreneur in alternative investments with expertise in quantitative strategies, supply chain finance, and digital assets. He applies his business development experience across innovative sectors like AI-powered data analytics and institutional crypto funds. Philip graduated magna cum laude from Yale University with a BA in Economics.

Outside of his financial career, Philip has demonstrated a commitment to his local community. He has previously served in a public role as the President of the Board of Education for the Alpine School in New Jersey, where he was involved in addressing community and school needs.

He was a principal at FX Concepts, where over a 20-year period he helped build it into a premier investment firm managing about $14 billion at its peak.

Personality Overview

Procedural

Thoughtful In Approach

Slow To Decisions

They are unlikely to become strong champions as they don't prefer pushing other people.  Their motivation stems from the impact that their decisions can have on the organization.
 They are good and approachable with everyone, internally and externally.

Topics They Care About

Digital Asset Investing
Co-founding partner of New Form Liquid Capital, creating institutional-class fund of funds for liquid exposure to the digital asset ecosystem, and attends crypto industry events like Consensus.
Supply Chain Finance
As a Partner at Teres Global, he focuses on giving institutional investors access to trade receivables, seeing a strong outlook due to the global trade financing gap.
AI in Data Analytics
Served as CFO for DataWhys, an AI startup in data analytics, applying his experience to the revolution in artificial intelligence powered data analytics.

Media Appearances

Philip has no verified media appearances

Work History

1-2020
Partner at Teres Global
6-2022
Co-Founding Partner - New Form Liquid Capital Management at New Form Capital
12-2018
Chief Financial Officer at DataWhys
12-2018 - 12-2019
Business Development Specialist at ROW Asset Management
5-2015 - 11-2018
Senior Partner, COO, Head of Business Development at ROW Asset Management

Education

1982 - 1986
BA from Yale University

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : Leadership Designation : Partner at Teres Global
URL has been copied!

Insights For Selling To Philip

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Talk about refund and cancellation policy if the need arises
  • Focus your pitch on the impact that you could help them have on their organization

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Philip is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Philip

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Philip move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Philip take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Philip

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.