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Experienced investor across stage from venture-backed startups to public companies, leading due diligence, deal negotiation, asset management and portfolio construction. Thematic thinker grounded in corporate strategy, with strong network and knowledge of climate technology and venture capital / growth equity ecosystems.My mission is to invest in growth stage private companies that are exposed to long-term secular growth themes and have the potential to transform industries and society. I have a particular interest and expertise in climate tech, covering sectors such as AI applied to hard tech fields, the EV supply chain, hydrogen, energy storage, and synthetic biology. I have a strong background in strategy, and have helped companies identify the business model and go-to-market approach that takes into consideration future shifts in value pools. I am passionate about sharing my insights and perspectives on the opportunities and challenges of growth stage investing, and I have been invited to speak at various conferences and events, such as Innovit, ULI, NASDAQ, and World Agritech. I also have three kids and enjoy traveling and learning about different cultures and markets.
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Energy Finance DirectorMetaSan Francisco, Ca, Us -
Vice President, Head Of Capital MarketsEquilibrium Energy Aug 2024 - PresentSan Francisco, Ca, Us -
Managing Director, Growth EquityCpp Investment Board May 2019 - Apr 2024Toronto, On, CaSenior member of CPPIB's Growth Equity team, investing in growth stage private companies exposed to long-term secular growth themes. Lead the Automobility and Climate Change Opportunities strategies within Growth Equity. Founding member of CPP Investment's San Francisco office in 2019. We invest primarily in North America and Europe, with direct investments ranging from investment sizes of $25M to $200M+ as we follow growth companies through their lifecycle. -
Portfolio Manager, Thematic InvestingCpp Investment Board Apr 2016 - May 2019Toronto, On, CaConduct research and manage portfolios across public and private investments to invest in long-term structural growth. Thematic Investing researches and invests in securities that are exposed to long-horizon structural changes. TI’s investment process is comprised of in-depth research that begins with a top-down approach to identify the most compelling long-horizon themes. Theme-based portfolios are unique in that they often span geographies and sectors. -
Senior Associate, Thematic InvestingCpp Investment Board Sep 2014 - Mar 2016Toronto, On, Ca -
Board Observer And InvestorForm Energy Oct 2022 - 2023Somerville, Massachusetts, Us -
Board Observer And InvestorInari Aug 2022 - 2023Cambridge, Massachusetts, Us -
Board Observer And InvestorKobold Metals Jan 2022 - 2023Berkeley, California, Us -
InvestorRedwood Materials May 2021 - 2023Carson City, Nevada, Us -
Case Team LeaderBain & Company Sep 2013 - Aug 2014Boston, Ma, UsExperience managing teams to create actionable insights for clients and drive resultsFunctional expertise: Strategic due diligence for private equity investments; Customer experience & NPS; B2C Multi-channel effectiveness; Corporate strategy & growth; Complexity management; Portfolio strategyIndustry expertise: Retail/CPG, Financial services, Technology, Telecommunications, Healthcare distributionSelected case experience*Managed team accelerating customer loyalty program for financial services firm*Defined new operating model for tech company to reduce complexity & drive multi-billion dollar savings*Led diligence on industrials target including sizing market opportunity for new products -
ConsultantBain & Company Sep 2011 - Aug 2013Boston, Ma, Us -
AnalystBasswood Partners Sep 2007 - Jan 2009Part of a six person investment team managing assets of over $500mm in hedge funds where I applied fundamental research to companies within the firm’s long-term, value-oriented equity long/short investment strategy with a focus on the retail sector.
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AnalystMerrill Lynch Canada Jul 2005 - Jul 2007New York, Ny, UsAnalyst in the Investment Banking Group working in Mergers and Acquisitions, with experience in Metals and Mining and Telecom and Media. Created dynamic financial models to analyze the pro forma financial effects of mergers, acquisitions, recapitalizations, and leveraged buyouts under different macroeconomic scenarios. Performed analyses of defence strategies, structural defence mechanisms and peer benchmarking.
Caitlin Walsh Skills
Caitlin Walsh Education Details
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The University Of Chicago Booth School Of BusinessAnalytic Finance -
Mcgill UniversityMathematics -
De La Salle College
Frequently Asked Questions about Caitlin Walsh
What company does Caitlin Walsh work for?
Caitlin Walsh works for Meta
What is Caitlin Walsh's role at the current company?
Caitlin Walsh's current role is Energy Finance Director.
What is Caitlin Walsh's email address?
Caitlin Walsh's email address is ca****@****pib.com
What is Caitlin Walsh's direct phone number?
Caitlin Walsh's direct phone number is +164792*****
What schools did Caitlin Walsh attend?
Caitlin Walsh attended The University Of Chicago Booth School Of Business, Mcgill University, De La Salle College.
What skills is Caitlin Walsh known for?
Caitlin Walsh has skills like Financial Modeling, Private Equity, Strategy, Due Diligence, Valuation, Investments, Mergers, Investment Banking, Finance, Analysis, Hedge Funds, Lbo.
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