Armada ETF Advisors

Chief Executive Officer

Advisory Board Chairman

Civex

Strategic Advisor

Signal Advisors

Chief Investment Officer

Exponential ETFs

Exponential ETFs built and managed proprietary ETF strategies, and sub-advised ETFs on behalf of select partners. Exponential managed the trading, portfolio management and capital markets functions across  15 funds, representing index, active, and derivative-based strategies across all major asset classes and $1.8 Billion in total AUM. Exponential ETFs was acquired by Tidal Financial Group / Toroso Investments in 2020.

Founder & CEO

New York Stock Exchange

Managed ETF listing sales cycle, end-to-end, including implementation of market structure enhancements, messaging and positioning & relationship management. Worked with ETF issuers, market makers, regulators and service providers to help asset managers design, build, launch and manage Exchange Traded Funds on the NYSE platform. Industry leader and expert in product structuring, index development, ETF capital market ecosystem, legal and regulatory hurdles and opportunities. Maintained dominant market share (94% by AUM, total listings exceeding $2 Trillion AUM). Directly managed milestone industry enhancements in areas as broad-ranging as enhanced market maker liquidity programs, new product structuring for ’33 act trusts & SEC generic ETF listing rules.

Managing Director

Guggenheim Investments / Rydex Investments

Product management and product development for lineup of exchange-traded funds (ETFs) and mutual funds, covering various asset classes including equity (index and active), fixed income, currency, commodity and alternative strategies. Instrumentally involved in product positioning, competitive analysis and formulating strategies to support distribution.

Senior Product Manager

XShares Advisors

Exchange Traded Fund (ETF) product management, product development, business development, index development, product positioning.

ETF Development Specialist

Phil Bak is the CEO of Armada ETFs, a REIT-specialty asset manager that delivers customized solutions to REIT investors through ETFs, SMAs, and access to proprietary AI and machine learning REIT valuation models.

Phil has previously served as the Founder/CEO of Exponential ETFs (acquired by Tidal Financial Group), Chief Investment Officer at Signal Advisors, and Managing Director at the New York Stock Exchange.

Phil is the author of two patents on innovative ETF structures and has led market structure enhancements that have become industry standard. Phil has been featured in top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC, Financial Times and Reuters. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The Phil Bak Podcast, The ETF Experience Podcast, and an author on Substack.

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