Philip Simotas in

Philip Simotas

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Partner at Teres Global
📍 New York, New York, United States

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.

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Experience
11 Years
Current Role
Partner
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Philip cares 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.
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Career

Work history

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

Media appearances

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Education
1982 - 1986
BA
Yale University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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