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Draft:Phil Casey

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  • Comment: Apart from an interview, none of the references are independent to the subject. The content does not show how important/notable he is to have an article. ANUwrites 10:59, 10 January 2025 (UTC)

Philip A. Casey (1982)[1] is an American executive and non-profit leader.[2][3][4][5][6] Casey is known for service and leadership on behalf of non-profits, charities, philanthropic institutions, and governments.[2][3][4][5] This includes university endowments, charitable foundations, public pension funds, and eleemosynary institutions.[2][4][5][7] His leadership is in service of mission-oriented non-profits that have shared values in a commitment to diversity, equity, inclusion, women's rights, climate change, academic freedom, and equality.[3] Casey has ties to Ivy League university endowments and foundations as an advisor and institutional investor.[4][5][7] Casey is the founder and CEO of Institutional LPs.[2][3][4]

Education

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Casey has a PhD from Princeton University and is a Chartered Financial Analyst.[1][8]

Career

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The Yale Endowment Model used by Harvard, Yale, Princeton, Stanford, and MIT relates to Casey's non-profit service.[3][7] This includes the challenges that university endowments have in using the Yale model during times of economic uncertainty.[9] Such uncertainty includes the Trump administration's tariffs and trade wars. This also includes the Trump administration's actions against Harvard, Columbia, and UPenn over alleged civil rights violations.[3] Casey's non-profit contributions involve private equity, its lack of liquidity, and its susceptibility to liquidity crisis in times of economic uncertainty.[2][7][9] Casey has advised university endowments and foundations on these topics.[4]

During Harvard's standoff with the Trump administration, Casey has been a supporter of academic freedom at Harvard.[3][4][7] He stated that it's a perfect storm of academic freedom in the crosshairs of the Trump administration at a time that universities are vulnerable due to financial uncertainty of their endowments and private equity investments.[3]

Harvard Business School based a case study on Casey.[6] In it, he discussed his career as an executive and non-profit leader. This included the Yale Endowment Model developed at the Yale University endowment and its significance for university endowments to be managed in a diverse and inclusive manner.[6] Casey has provided advice and analysis to the United States government on these topics in testimony to the legislative and executive branches.[10] He has also been the chairman and a director of related companies and investment institutions.[11]

Casey led development of technology for non-profits at Analytic Investors and Wells Fargo acquired the company.[8][12] Wells Fargo acquired the company for its technology to expand into high-growth areas of investment management.[12][13] This included big data, machine learning, and quantitative techniques.[14]

For the Wells Fargo Championships on the PGA Tour, Casey led analysis and commentary for PGA champions.[15] These champions have included Tiger Woods, Phil Mickelson, Rory McIlroy, and Scottie Scheffler.[15] Beyond the Wells Fargo Championships, Casey has done this for major PGA championships. These championships have included The Masters, U.S. Open, PGA Championship, British Open, and The Players Championship.[16]

References

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  1. 1 2 Klironomos, Alex (February 28, 2011). "Hidden simplicity". Physics. Retrieved October 6, 2025.
  2. 1 2 3 4 5 Yu, Sun (May 21, 2026). "Next Harvard endowment chief faces a private equity hangover". Financial Times. Retrieved August 29, 2026.
  3. 1 2 3 4 5 6 7 8 Douglas-Gabriel, Danielle; Svrluga, Susan (July 1, 2025). "Harvard is the wealthiest U.S. university. Can it survive a Trump standoff?". The Washington Post. Retrieved October 14, 2025.
  4. 1 2 3 4 5 6 7 McNeely, Allison; Lim, Dawn; Singh, Preeti; Halftermeyer, Marion (June 6, 2025). "Yale's $2.5 Billion Private Equity Sale Tests Its Vaunted Endowment Model". Bloomberg News. Retrieved October 11, 2025.
  5. 1 2 3 4 Lorin, Janet (August 7, 2026). "An Early Bet on SpaceX Led to a 30% Gain for This College Endowment". Bloomberg News. Retrieved August 29, 2026.
  6. 1 2 3
  7. 1 2 3 4 5 "Is private equity the Ivy League's Achilles heel?". Financial Times. September 8, 2025. Retrieved October 12, 2025.
  8. 1 2 "Non-Academic Career Seminar - Physics Department, Princeton University". princeton.edu. Archived from the original on March 16, 2017. Retrieved December 29, 2024.
  9. 1 2 "Yale's $2.5 billion private equity sale tests its vaunted endowment model". Pensions & Investments. June 6, 2025. Retrieved March 9, 2026.
  10. ↑ Miller, Marcia E.; Bragg, Lynn M.; Newquist, Don E.; Crawford, Carol T. Steel Concrete Reinforcing Bars From Turkey (PDF). United States International Trade Commission (Report). Washington, D.C. Retrieved February 14, 2025.
  11. ↑
  12. 1 2 Armental, Maria (August 8, 2016). "Wells Fargo to Buy Analytic Investors". The Wall Street Journal. Retrieved December 29, 2024.
  13. ↑
  14. ↑
  15. 1 2
  16. ↑

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