Our Team
Meet The Team
Joshua Phillips
Founder & Managing Partner
Prior Experience: Founder and Managing Partner of Peninsula Pacific Strategic Partners (PPSP), Founding member and Partner at Aurora Resurgence, Principal at American Capital Strategies, Associate at Jefferies & Company.
Education: MBA from Harvard and BA in Business/Economics from UCLA.
Hirak Bali
Principal
Prior Experience: Vice President at TCW Group, Associate at Aurora Resurgence, Analyst at Jefferies & Company.
Education: BA in Business/Economics from UCLA.
Toby Bailey
Principal
Prior Experience: NBA agent for more than a decade at Rival Sports, Paradigm Sports Management and 20/20 SM. Professional basketball player for 14 years in the NBA and throughout Europe. Four-year starter at UCLA, winning a National Championship (1995), UCLA Hall of Fame inductee.
Education: BA in History from UCLA.
Jack Kelley
Associate
Prior Experience: Associate at Bond Companies and Analyst at Hal Real Estate Investments.
Education: BA in Economics and History from Harvard.
Joshua Overturf
Associate
Prior Experience: Investment Banking Analyst at Lazard and Corporate Development Senior Analyst at a healthcare services company.
Education: BBA in Accounting and Finance from the University of Wisconsin-Madison.
Daniel Levens-Lowery, CPA, CFA
Associate
Education: BA in Economics and Accounting from UCSB