Phin Upham

Phin Upham attended the Wharton School of the University Of Pennsylvania where he was an active member of the Finance and Investment Clubs. At Wharton, Phin was elected Department Representative, and Cohort Academic Representative Phin received his undergrad at Harvard University where he was the president of the Harvard Quad Investment Club and the Editor-in-Chief, Harvard Review of Philosophy. He also ran the Harvard Racquetball Club.

Phin has pursued a career in finance where he has worked at a bulge bracket investment bank and global macro hedge fund. At Morgan Stanley he worked in the Investment Banking division for the Media & Telecom group where he conducted financial analysis for strategic merger candidates including modeling, presentation, and due diligence. In this capacity he valued companies using methodologies including DCF precedent transactions, comparable companies and LBO analysis. Phin worked on some notable transactions including the General Electric / SES Global Capitalized Split-Off which involved a 5 assets cross-border exchange of subsidiaries and cash. Phin also worked on the Tishman Speyer joint bid on Hudson Yards Development in NYC. Phin has the opportunity to advise the NCAA on strategic options and valuation considerations for diversified college sports content where he worked to build a ground-up operating businesses model which was presented to senior NCAA management.

Upham’s work at a global macro hedge fund has included advising on multi-billion dollar portfolio of investments in all asset classes in all geographies. One focus has been on illiquid technology opportunities. In this capacity his responsibilities have included idea generation, due diligence and investment monitoring.

Phin Upham serves on the board of the Young Friends of the U. of Penn Museum, Critical Review Journal, and on the Board of Trustees of the Harvard Review of Philosophy. He is a Term Member of the Council on Foreign Relations.

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