Philip Winder, Managing Director
Philip Winder founded Polygon Investment Management in 2002 in an effort to make a more rigorous, institutional approach available to high net worth, and smaller institutional, investors. Prior to that, Philip was Head of the Middle East and a Director of Schroders Investment Management International where he oversaw the investment of over $3 billion.
After graduating from Haverford College he attended Georgetown University where he received a MS in 1977. His first professional position was at the Federal Reserve Bank of NY, where he served as an economist for 6 years. He then moved to Brown Brothers Harriman and trained as a financial analyst.
Following several years in Riyadh in charge of a consulting joint venture, he helped set up the Investment Management Division for National Commercial Bank. He next accepted a position as a Director of Bankers Trust Investment Management in London, where he was Head of International Marketing and served on the Asset Allocation Committee. He returned to NY as part of a Global Strategy Group headed by the Vice Chairman of the Bank where he was charged with developing a European fund management strategy for Bankers Trust in the private banking and retail areas.
He moved back to London with Credit Suisse Asset Management as Head of Global Sales and Marketing. In 1995 he joined Schroders as a member of the Board of Directors and the Investment Committee of Schroder Asseily and Co., responsible for the firm’s private client and institutional fund management relationships, including alternative strategies. He moved to the parent company, Schroder Investment Management in 1999.
Winder has written and spoken extensively about fund management and asset allocation for, amongst others: Institutional Investor, the Middle East Economic Digest, Bloomberg TV and Pensions World. He is a member of the Board of Trustees of the American University of Beirut, Renaissance Institute, Le Cercle and the International Board of Advisors to the President of Haverford College. He is listed in Who’s Who in the World (Marquis).
SELECTED SPEECHES AND PUBLICATIONS
- Speaker, Middle East Economic Digest (MEED) Asset Management Conference, Alternative Investment Strategies, Bahrain (2/04 and 2/03).
- Speaker, Hedge World Conference, Dubai (2/02)
- Speaker, Emerging Markets Conference (Risk magazine), London (12/99)
- Chairman, IBC Conference, North African Capital Markets, London (7/97)
- “The Middle East: The Last Emerging Market?” Pensions World, London (2/98)
Jon Lukomnik, Advisor
As Managing Partner of Sinclair Capital, a strategic alternative asset
management consultancy, Lukomnik has advised asset managers on risk management,
product development, business strategy and acquisitions. In the aggregate, he
has advised asset managers with total assets under management of more than $1
trillion. In addition, he has broad transactional experience, including service
on the official creditors committees for WorldCom/MCI, Adelphia and Dana. A
pioneer in corporate governance, he has also advised various activist investors
for over 20 years.
As Deputy Comptroller for the City of New York from 1994-1998, Mr. Lukomnik
served as investment advisor for defined benefit plans with some $80 billion in
assets. The City’s pension funds materially outperformed the average large
pension fund in America during his tenure. Mr. Lukomnik then served as Managing
Director, Head of Strategic Planning and Business Development for CDC Investment
Management Corporation, a top ten hedge fund.
He is the co-author of the award-winning book, The New Capitalists: How
Citizen Investors Are Reshaping the Corporate Agenda, (Harvard Business School
Press, 2006), and has authored numerous articles for both the trade and the
academic press.
Mr. Lukomnik currently serves as a Director of Sears Canada and as a trustee for
the Van Eck complex of mutual funds and insurance trusts. He is a member of the
investment committees for the Forward Association and MHRA as well as Sears
Canada. He also serves on the international advisory board for Euronext. He
is a former chair of the Council of Institutional Investors and is a co-founder
and former Governor of the International Corporate Governance Network.
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