Gian Fabbri Email & Phone Number

Cambridge

Cambridge, Massachusetts

Director of Root Capital's financial planning, forecasting, reporting, and analysis functions, with key responsibilities for lending program and balance sheet planning & management / ALCO. Manage key relationships with Root's largest investors. Member of Root's 20th-year strategy task force.

Cambridge, Massachusetts

Cambridge, Massachusetts

Annual and Long-Term Financial Planning: Manage the annual and long-term planning processes at Root Capital, including ongoing financial modeling and analysis as well as coordinating annual planning in African field offices.Financial Reporting and Performance Measurement:Design and produce key financial reports for internal and external audiences.Financial Analysis:Ongoing analysis of organizational and programmatic financial performance related to lending revenue and risk, operating expenses, debt & contribution fundraising, balance sheet health, and financial covenant compliance.

Boston, Massachusetts

Invest in a diversity of social and traditional investment vehicles; provide advice, research, and analytical services on matters of personal finance and investing to a select client base.Consult with entrepreneurs on financial and operational opportunities and challenges including business strategy and real estate due diligence and lease negotiation. Provide advice and analytics based on ongoing monitoring of operational and financial metrics.

Identified and evaluated investment opportunities in U.S. Financials and Real Estate Sector; clearly communicated investment recommendations to firm.• Analyzed fundamentals of Real Estate Investment Trusts and Operating Companies and select Regional Banks and Asset Management Firms. Determined fair value of firms’ equity securities using strong financial modeling and industry analysis skills to create in-depth financial projections and discounted cash flow and net asset value models. Rated stocks and recommended attractive investments for purchase within client portfolios. • Actively communicated my investment ideas via oral and written reports, informal daily briefings, and periodic formal industry outlook presentations delivered to entire investment division.• Directly invested clients’ capital in Real Estate portion of Research Fund. • Interviewed company management teams and evaluated abilities to effectively allocate capital, negotiate various operating environments, execute key strategic initiatives, and maximize shareholder returns.• Continually pursued deeper and more thorough expertise on company, industry, and capital market dynamics, drawing on diverse array of public and proprietary sources. Built relationships with key industry executives, operational personnel, fellow analysts, and industry observers, establishing productive network of contacts with vast industry experience.• Developed, educated, and mentored junior members of Financials research team, perpetually striving to maximize our team’s resources and improve the strength and efficiency of our unit.

Researched and modeled Regional and Diversified Banks in support of Senior U.S. Bank Analyst and Financials Team Leader. Supported Asian Financials Analyst on an interim basis. Quickly developed working understanding of U.S. and Asian Banks, Insurance Firms, Investment Banks, and Real Estate firms; interviewed management teams, reviewed earnings releases, maintained detailed models, and researched industry trends.

Researched industry trends, metrics, and investment opportunities in Global Financials and Healthcare sectors, drew together disparate sources of insight from throughout the firm, and assisted with sector fund portfolio management and competitive analysis.• Developed and prepared industry status reports, tracking key fundamental variables, investment themes and positioning, and highlighting key news flow and industry developments.• Led biweekly knowledge management meetings, synthesizing diverse research and insights of personnel typically working in independent divisions of firm into investable conclusions.• Conducted and directed market research studies, interviewing and creating surveys of physicians and benefit managers to inform revenue forecasts for drugs, devices, and healthcare services.• Created epidemiological models of diseases to identify and forecast addressable markets for pharmaceuticals and medical devices. • Researched critical policy proposals and evaluated potential impacts on industries and individual firms.• Analyzed sector fund’s competitive peer group and drivers of funds’ relative performance.• Set up and ran performance attribution reports for key portfolios, analyzed results, and drew conclusions on efficacy of stock selection and other factors impacting portfolio returns.• Identified, tested, reviewed third-party data sources and providers for research teams, managed relationships with vendors, and worked with analyst teams to effectively allocate research budgets

(Fluor Daniel GTI 1997-1998, IT Group 1998-2000) Scientist, site manager, and analyst at environmental consulting and engineering firm; key functions included project and field-team management, and first-person scientific research and analysis of clients’ environmental liabilities. • Designed and implemented large-scale field operations to assess and remediate environmental contamination for clients including General Electric, Exxon Mobil, and Royal Dutch / Shell.• Analyzed field work and scientific theses underlying environmental tort claims against clients.• Authored and edited extensive scientific reports for clients’ proprietary use as well as for submission to state and federal regulatory agencies.• Prepared new business proposals, writing and editing proposal documents, and designing scopes of work, planning implementation schedules, and developing budgets.• Oversaw progress of active projects; reviewed and monitored scopes of work, schedules, and budgets; identified significant variances and worked with project managers to remedy deficiencies.

M.S., Engineering Sciences

Master of Sciences in Engineering Sciences, Graduate School of Arts and Sciences, June 2001. Concentration: Environmental Engineering.

B.A., Geological Sciences

Bachelor of Arts Cum Laude and “With Distinction in All Subjects.” Geological Sciences, May 1996. 3.83 GPA; NASA Space Sciences Grant.

Introduction To The Natural Capital Project Approach

Course on quantifying and valuing ecosystem services to inform conservation and development decisions. Includes modules on InVEST.