John Phokos Email & Phone Number
Portfolio Management Director and Chief Strategy Officer @ Coolabah Capital Investments
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John Phokos Location
- Sydney, NSW, AU
John Phokos Work
- 2024 -now Portfolio Management Director and Chief Strategy Officer @
- 2023 -2024 Portfolio Manager and Chief Strategy Officer @
- 2023 -2023 Portfolio Manager @
- 2015 -2022 Investment Manager - Private Markets @
- 2006 -2015 Senior Investment Analyst @
- 2004 -2005 Senior Performance Analyst @
- 2000 -2003 Performance Analyst @
- 1996 -1998 Actuarial Assistant @ Tower Life Australia Limited (now TAL)
John Phokos Education
- CFA Institute
CFA (Investments)
2003-2007 - FINSIA
Postgraduate Diploma Applied Finance & Investment (Portfolio Management, Investment Analysis)
2000-2002 - UNSW
Bachelor Science, Bachelor Education (Pure & Applied Mathematics, Physics, Education)
1989-1993
John Phokos Skills
- Asset Allocation
- Asset Management
- Portfolio Management
- Investments
- Fixed Income
- Investment Strategies
- Derivatives
- Bloomberg
- Hedge Funds
- Bonds
- Asset Managment
- Financial Markets
- Investment Management
- Risk Management
- Alternative Investments
- Due Diligence
- Equities
- Financial Services
- Wealth Management
- Emerging Markets
- Capital Markets
- Financial Risk
- Equity Research
- Investment Advisory
- Financial Modeling
- Equity Valuation
- Mutual Funds
- Securities
- Structured Products
- Valuation
- Pension Funds
- Business Analysis
- Strategic Planning
- Microsoft Office
- Change Management
- Customer Service
John Phokos Summary
- John Phokos, based in Sydney, NSW, AU, is currently a Portfolio Management Director and Chief Strategy Officer at Coolabah Capital Investments. John Phokos brings experience from previous roles at Coolabah Capital Investments, Australian Catholic Superannuation and icare NSW. John Phokos holds a 2003 - 2007 CFA in Investments @ CFA Institute. With a robust skill set that includes Asset Allocation, Asset Management, Portfolio Management, Investments, Fixed Income and more. John Phokos has 1 emails and 1 mobile phone numbers on RocketReach.
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Andrew Robertson
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Gary Walsh
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Christopher J.
Chief Investment Officer
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Christopher Hite
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