Joseph Di Virgilio is a Hedge Fund and ESG executive with extensive experience in developing and managing innovative (L/S and long only) multi-sectorial, sustainability focused investment themes, as well as corporate strategies related to sustainability, ESG, SDG and other associated principles. He ...
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Joseph Di Virgilio is a Hedge Fund and ESG executive with extensive experience in developing and managing innovative (L/S and long only) multi-sectorial, sustainability focused investment themes, as well as corporate strategies related to sustainability, ESG, SDG and other associated principles. He is credited for launching the very first sustainability focused hedge fund in 2004, and has ranked among the world’s Top 10 best performing long/short hedge fund managers by Bloomberg (2011-2014).
• Approach; agnostic bottom-up, quantitative and qualitative, integrating in-dept ESG data-point analysis in order to determine unmanaged risks, SDGs, idiosyncratic “black swan” events unidentifiable via traditional balance-sheet scrutiny (i.e. physical and transition) of publicly traded entities, as well as country/sector selection via a conventional top-down process with a collective wisdom/behavioral science overlay.
• ESG reporting standards; GRI, SASB, TCFD and CDP
• Built ESG/Sustainability focused operations from the ground-up
• Led the entire product development process of investment vehicles (passive & actively managed) in US, EU (including UCITs) and offshore markets
• Formulate, implement and manage, multi-sectorial ESG compliant strategies/objectives for investment managers, small to large companies (including Fortune 500), as well as private conglomerates
Platforms: Bloomberg, Excel, Factset, Matlab, Aladdin, Capital IQ, Sustainalytics, MSCI and Refinitiv
ADDITIONAL EXPERIENCE AND INFO
• Corporate debt & equity capital markets, origination, venture capital, private equity, structured & project finance including corporate advisory. Cross-border transactions ranging from common stock & fixed income issuance (IPOs) as well as M&A, debt refinancing, acquisition financing and buy-outs
• Chartered Market Technician
• Economic and Finance contributor to the Huffington Post
• Citizenships: USA and EU
• Member of Mensa International
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