Mr. Phan joined Lizard Investors in 2017, as a Research Analyst on the investment team. Formerly, he served as a Senior Investment Performance Analyst at the Northern Trust Co. between 2010 and 2015. In that capacity, he audited investment data and conducted manager due diligence on behalf of institutional clients. Mr. Phan interned at Caro-Kann Capital, an event-driven fund based in San Francisco, in the summer of 2016. He holds an M.B.A. from the University Of Chicago Booth School Of Business and a BA in Accounting, Finance and International Business, magna cum laude from Loyola University. Mr. Phan obtained his CFA® designation in 2016 and is a Registered CPA.