David Richardson, Cfa Email & Phone Number

Miami, Fl, Us

Miami, Florida, Us

Advising Asset Owners, Asset Managers, and Companies on Net Zero transition pathways, Impact measurement, and effective ESG Integration into investment processes.

Member of the Board of Directors, and both the Sustainabilty and the Operations Committees at this Water Utility seeking to address longterm sustainability and water resource challenges in the high desert of the Southwestern states of the US.

Serving on the Board of Directors and Sustainability Committee for a western states water utility. Focused on adopting and implementing sustainability initiatives to address long-term challenges in water availability.

London, Gb

Led Impax’s rapid growth and expansion in North America. Impax is a $50 B global investment management firm focused on the transition to a more sustainable economy. Impax offers a well-rounded suite of equity, fixed income, multi-asset, and private equity infrastructure investment solutions seeking superior risk-adjusted returns over the medium to long-term.Managed client service and business development teams in New York, Portsmouth NH, Portland, OR and Washington, DC. Our clients appreciate that we seek higher quality companies with strong business models that demonstrate sound management of risk. Our goal is to generate superior, risk-adjusted investment returns for clients with a medium to long-term investment horizon. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances its investment decisions.Finally, Impax seeks to make a meaningful contribution to the development of a sustainable society, particularly by supporting or undertaking relevant research and engaging or collaborating with others.Previously:• Co-founded Dwight Asset Management, a fixed income manager. • Co-founded eSecLending, a disruptive securities lending platform. • Co-founded Global Energy Investors, a private equity renewable energy infrastructure firm.

London, Gb

Summary: Member of senior management team and global head of marketing and client service for ~$5B London-based global equity firm offering thematic equity, private equity, and real estate strategies. Leadership: Designed and built a new North American division including sales, marketing, and client service with East and West Coast offices. Recruited personnel and hired service providers. North American division is now profitable significantly ahead of plan. Currently a member of corporate Executive Team and leader of global marketing and client service team in London. Implementing “best practices for excellence” culture to improve sales success, client servicing, and operational efficiencies.Marketing and Sales: Executing successful growth plan targeting institutional and U/HNW investors. Created targeted direct sales and consultant relations strategy. Revamped and iterated new marketing materials for Impax’s thematic sustainability strategies incorporating integrated ESG research. Won important new distribution partnerships in US and Canada. Developed new client relationships with investment consultants, private banks, prominent endowments, multi-family offices, and financial advisers. Exceeding aggressive sales and profitability targets. Serve as firm’s US spokesperson for PR and media. Frequent speaker and thought leading author and contributor on thematic topics.

London, Gb

London, Gb

Made in The Commonwealth (MiTC) sought to develop a Bio-Jet Fuel facility near Boston Logan Airport (BOS). Using renewable feedstocks, MiTC would produce renewable jet fuels to supply commercial airlines at Boston Logan Airport. MiTC's Bio-Jet Fuel promised to be cost effective with fossil fuel while also delivering lower carbon, completely renewable jet fuel as required by the EU directive beginning in 2016.

Us

Summary: Co-founded private equity firm to acquire, operate, and sell income-generating renewable energy infrastructure projects. Leadership: Developed business plan and investment strategy. Recruited executive and investment teams. Developed decision-making framework and operational infrastructure. Established Advisory Board. Designed successful marketing, sales, PR plans. Created branding, website, white papers, and presentation materials. Executed sales plan targeting insurance companies, family offices, HNW, and private equity FoF with compelling alternative income strategy for a post financial crisis market.

The members of the Boston Cleantech Angels provide seed and early stage funding and mentoring to clean technology companies. Our members come from a wide range of clean technology operating, technology, and investment backgrounds and include ex-cleantech executives, members of local angel groups, and the managers of several cleantech seed funds. Our investments span the full range of clean technologies, including solar, wind, energy efficiency, energy storage systems, Smart Grid, fuel cells, biofuels, renewable plastics, and clean air and clean water technologies.

Charlottesville, Va, Us

Vermont CFA Society is the Vermont chapter for the global CFA Institute.

Summary: Co-founded firm. Headed business and product development for a highly successful institutional fixed income manager. Led build-out of multi-product investment platform, and expansion into DC, DB and Insurance asset management markets. Grew firm AuM from $0 to $80 B over 20 years.Leadership: Member of senior management team of a dynamic and rapidly growing firm. Responsible for strategy and business planning, product and platform development. Managed sales, consultant relations, marketing/ PR and client service teams. Led acquisition of two competitors and three PM team lift-outs, broadening investment platform. Launched then spun-out a highly profitable non-core division.Marketing and Sales: Developed sales strategy and competitive positioning for new offerings and new markets. Won, managed, and grew large institutional relationships across multiple channels. Established highly profitable distribution partnerships with financial services firms for significant AuM and revenue growth. Led Old Mutual affiliate leadership team in developing multi-manager investment products.

Leadership: Developed business plan to enter new market opportunity for an engineering consulting company. Subsequently led new business division to successfully finance, build and sell a series of large commercial wind energy projects in Southern California to an international finance company.Engineering: Conducted structural analysis of mechanical systems for nuclear power plants under severe earthquake conditions. Evaluated adequacy of design recommendations by field engineers.

Executive Education Programs

Bs, Mechanical Engineering

Education record

Bachelor Of Science - Bs, Mechanical Engineering