Paul Phillips

Partner and head of the firm’s finance and investment group. He has very wide experience of advising schemes about the legal aspects of their investment arrangements. For a number of clients he has dealt with major restructurings of investments resulting from the adoption of a more “liability driven” approach – including the negotiation of ISDA Master Agreements with a panel of counterparties, swaps overlay agreements, new investment management and custody agreements and due diligence on a wide range of investments including hedge funds, GTAA, private equity, infrastructure and credit funds. This has also involved advising trustees during their discussions about new strategies, including the development of an appropriate governance structure for the new investment model. · Sacker & Partners LLP

EnglandPensions, Finance & Investment

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About

Partner and head of Sacker & Partners LLP’s finance and investment group, with extensive experience advising pension schemes and trustees on investment arrangements, restructurings and governance. He has led ISDA negotiations and swaps overlay arrangements, drafted investment management and custody agreements, and conducted due diligence on a wide range of funds.

Practice areas

PensionsFinance & InvestmentInvestment ManagementBanking & Finance

Office

England

Sacker & Partners LLP · Partner and head of the firm’s finance and investment group. He has very wide experience of advising schemes about the legal aspects of their investment arrangements. For a number of clients he has dealt with major restructurings of investments resulting from the adoption of a more “liability driven” approach – including the negotiation of ISDA Master Agreements with a panel of counterparties, swaps overlay agreements, new investment management and custody agreements and due diligence on a wide range of investments including hedge funds, GTAA, private equity, infrastructure and credit funds. This has also involved advising trustees during their discussions about new strategies, including the development of an appropriate governance structure for the new investment model.

England

Expertise

Liability-Driven Investment (LDI)ISDA Master Agreements / DerivativesSwaps/overlay arrangementsInvestment management agreementsCustody agreementsDue diligence on hedge fundsGlobal Tactical Asset Allocation (GTAA)Private equity fundsInfrastructure fundsCredit fundsPension trustee governance

Education

Harvey Grammar School, Folkestone
Oxford University, BA (1987)
College of Law, Guildford (Common Professional Examination 1988; Law Society finals 1989)