• Deep knowledge of a broad range of fixed income asset classes/markets, sector rotation strategy, relative value assessment (across the credit curve, capital structure, and various fixed income instruments), deep dive security analysis and risk management
• Deep ESG integration experience: ...
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• Deep knowledge of a broad range of fixed income asset classes/markets, sector rotation strategy, relative value assessment (across the credit curve, capital structure, and various fixed income instruments), deep dive security analysis and risk management
• Deep ESG integration experience: developing ESG research process and investment strategy; conducting empirical study backtesting materiality of sustainability factors on fixed income and equity valuations
• Published research on US policy on responsible investment, financial performance of ESG integration, and ESG-motivated trading strategies
• Collaborated on ESG publications and projects with UN PRI, Harvard Business School, Cornell Graduate School of Management, Chicago Booth School of Business, Northwestern Kellogg School of Management, John Hopkins Carey Business School, CFA Institute, MSCI, Bloomberg, Barclays, Reuters and FIASI
• Significant experience managing relationships with institutional, private wealth and retail investors, including ESG-focused clients
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