Hewson Baltzell

Hewson Baltzell Email and Phone Number

President and Chief Operating Officer @ Helios Exchange
New York, NY, US
Hewson Baltzell's Location
New York, New York, United States, United States
Hewson Baltzell's Contact Details
About Hewson Baltzell

I have spent much of my career focused on sustainability, climate change, ESG research and impact investing. I am President, COO and initial investor in Helios Exchange, a SaaS business focused on energy efficiency in commercial buildings that has significant potential for reducing carbon emissions. Helios is the world's first commercial real estate platform for energy retrofit project development, insurance, and financing, with analysis of over 300,000 commercial properties globally.Having co-founded what is now MSCI ESG Research, I spent 17 years building the dominant firm in the environmental, social and governance research field, from a 2 person start-up in 1998 (Innovest). I conceived and built the rating models and many of the current products. The ESG unit now has 300 employees, over 1,000 clients, research on over 9,000 equities, 250,000 bonds, and 35,000 mutual funds and ETFs, covering over 1.6 million securities, and revenue of $100 million.I was on the Board and Audit Committee of the Global Impact Investing Network for about 7 years through December 2018 and have been on the Standards Advisory Council (the rating committee) of B-Lab for over 9 years. I spent a year as CEO of the Sorenson Impact Center at the University of Utah’s David Eccles School of Business. Founded and endowed by Jim Sorenson, an entrepreneur and early impact investor, the Center has 30 full time staff and 60 interns and focuses on managing an early stage impact investing fund, on helping to solve social issues through data analytics and innovative financing structures, and on education through intern programs, impact-related courses, executive education, and the annual Winter Innovation Summit.Prior to Innovest, I spent 12 years in real estate finance at JPMorgan, Lehman Brothers and private investment companies. I have an MBA in Finance from Wharton and a BA in International Relations from the University of Pennsylvania.

Hewson Baltzell's Current Company Details
Helios Exchange

Helios Exchange

View
President and Chief Operating Officer
New York, NY, US
Website:
helios-eex.com
Employees:
5
Hewson Baltzell Work Experience Details
  • Helios Exchange
    President And Chief Operating Officer
    Helios Exchange
    New York, Ny, Us
  • Helios Exchange
    President & Chief Operating Officer
    Helios Exchange Mar 2016 - Present
    Sausalito, Ca, Us
    Software-as-a-service start up focused on analyzing, implementing and financing energy efficiency and clean energy in commercial real estate, with huge potential to reduce carbon emissions.- First angel investor and board member since 2012 founding; joined full time in 2016 to help prepare the company for the next stage of development.- Built and launched energy efficiency platform with analysis of 300,000 buildings nationwide.- Launched European platform; now in proof-of-concept with large construction and energy companies.- Currently focused on raising capital and signing customers.
  • Helios Exchange
    Board Member And Investor
    Helios Exchange Sep 2012 - Present
    Sausalito, Ca, Us
  • Common Good Water, Llc
    Advisor
    Common Good Water, Llc Jun 2018 - Present
    Water risk has been recognized by the corporate members of the United Nation’s CEO Water Mandate as well as state and federal governments, non-profits and individuals. The CGWater platform matches the water conserved by farmers with entities seeking to reduce the water risk to their value chain, employees and customers in the form of Ground, Surface and River Water Restoration Certificates.
  • Sorenson Impact
    Ceo
    Sorenson Impact Jun 2018 - Jun 2019
    Salt Lake City, Utah, Us
    Founded and endowed by James Lee Sorenson in 2013 as part of the Eccles School of Business at the University of Utah, the Center focuses on solving social and environmental problems with innovative financial structuring and both private and public capital.- Hired to lead the next stage of the Center’s growth and achievement; leverage and develop relationships with prominent foundations, CDFI funds, and governments; build up the Opportunity Zones campaign and student program.- Improved budget with rolling 12-month forecast and gap analysis; started on 5-year strategy and projections; enhanced business development process; revised organizational structure and payroll.- Manage eight direct reports; 30 full time staff, 60 interns (PhD, MBA, MA and undergrad); $6 million operating budget. The Center’s strong data analytics and policy teams design and develop evidence-based programs in areas such as education, reducing recidivism, improving health outcomes, and pay-for-success financing.- Run Impact Investing funds focused on early stage venture capital in highly-scalable, catalytic companies in the US and on emerging markets. Funding is primarily from Program Related Investments.- Actively involved in recent Federal programs to improve social outcomes for the underserved – SIPPRA (pay-for-success) and the Investment in Opportunities Act (Opportunity Zones).- Created the Opportunity Zone Catalyst Challenge, in collaboration with the Sorenson Impact Foundation, to highlight the Opportunity Zone funds with the highest positive social impact.
  • Just Capital
    Chief Operating Officer
    Just Capital Feb 2015 - Feb 2016
    New York, Ny, Us
    - As COO, managed all aspects of company (CFO, audit, IRS 990s, HR, board relations).- As Head of Research, undertook large public surveys (collectively 80,000 respondents) to determine the public’s views of corporate responsibility; developed full rating model to evaluate the Russell 1000 companies based on these views.
  • Msci Inc.
    Co-Founder; Executive Director, Head Of Product Development - Esg Research
    Msci Inc. Oct 1998 - Feb 2015
    New York, Ny, Us
    Created and developed Innovest, an investment research and advisory firm that analyzed and rated companies' performance on Environmental, Social and Governance issues, with particular focus on the key ESG issues that impact their core businesses. Negotiated merger of Innovest into RiskMetrics Group, Inc. in March of 2009, creating the largest competitor in ESG research. MSCI (publicly traded, 3,300 employees) acquired RiskMetrics in June, 2010, and GMI in August 2014, giving MSCI over 30% market share in ESG. Ultimately integrated six companies and grew to $60 million in run rate.- Helped grow the ESG group to 225 staff, over 1,000 clients, research on over 9,000 equities, 250,000 bonds, and 35,000 mutual funds and ETFs, covering over 1.6 million securities.- As part of the senior management team, responsible for overseeing the integration of six companies, creating production efficiencies, leveraging MSCI resources available (account management, sales team, IT developers), and developing a strategy to continue to grow sales and gain market share.- As Head of Product Development, responsible for ongoing enhancement of ESG research, rating models, carbon emissions estimation model, expanding the scope of research to new areas such as mutual funds and ETFs, expanding research to new asset types such as bonds and options, expanding distribution through internal platforms such as Barra and RiskMetrics, and external platforms such as FactSet, and building indexes for ESG, low carbon, sustainability, and bonds.
  • Innovest Strategic Value Advisors
    Co-Founder, President And Chief Operating Officer
    Innovest Strategic Value Advisors Oct 1998 - Mar 2009
    New York, Ny, Us
    As President and Chief Operating Officer, I was involved in every aspect of running this global investment research and advisory firm.- Built from scratch a pioneer in the ESG research business.- Obtained initial angel funding as a Program Related Investment from Wallace Global Fund; successfully sought capitalization from private investors and follow-on financing from two global institutions, State Street Global Advisors and APG Group (the largest pension fund in Europe).- Created all of Innovest’s original rating models and oversaw development of all subsequent versions of the models, which are the underpinning of the current MSCI model.- Built a global research team with offices in New York, Toronto, London, Paris, Sydney, San Francisco and a dedicated research team in Bangalore.- Secured as research clients some of the largest financial institutions in the world, including AIG, AXA, Barclays, BNP Paribas, Credit Suisse, Goldman Sachs, JP Morgan, State Street Global Advisors, T. Rowe Price, UBS and more.- Produced thought-leading research: CDP - Carbon Disclosure Project; Access to Medicines Index; Opportunity for the Majority Index; and Community Investing Index (Heron Foundation).- Directed IT, database and website development efforts.- Managed 80 employees in eight offices, including all operations, personnel, evaluations, hiring, firing, lease negotiations, computer networks; oversaw accounting, budgeting, forecasting and annual audits of financials by Ernst & Young; developed transfer pricing and other management and tax accounting policies.- Oversaw relations with and negotiated contracts with investors, clients, joint ventures, alliances, and pension fund consultants.
  • Lehman Brothers Inc.
    Principal Transactions Group
    Lehman Brothers Inc. 1996 - 1998
    Us
  • Jpmorgan Chase
    Vice President
    Jpmorgan Chase 1990 - 1996
    New York, Ny, Us
  • Lincoln Realty Capital
    Senior Portfolio Manager
    Lincoln Realty Capital 1988 - 1989
  • Redesco, Inc.
    Portfolio Manager
    Redesco, Inc. 1986 - 1988

Hewson Baltzell Skills

Sustainability Strategy Investments Climate Change Business Strategy Corporate Social Responsibility Start Ups Energy Efficiency Management Environmental Awareness Asset Management Leadership Sustainable Energy Portfolio Management Renewable Energy Equities Cleantech Alternative Energy Global Warming Sustainable Development Venture Capital Emerging Markets Carbon Finance Private Equity Economics Entrepreneurship Finance Sustainable Business Sustainable Agriculture Investment Management Social Entrepreneurship Energy Governance Impact Investing Financial Analysis Sustainability Reporting Hedge Funds Investor Relations Research International Business Corporate Governance Environmental Policy Alternative Investments Sustainability Consulting Environmental Issues Socially Responsible Investing Clean Energy Environmental Carbon Social Impact

Hewson Baltzell Education Details

  • The Wharton School
    The Wharton School
    Finance And Real Estate
  • University Of Pennsylvania
    University Of Pennsylvania
    International Relations
  • St. Mark'S School
    St. Mark'S School

Frequently Asked Questions about Hewson Baltzell

What company does Hewson Baltzell work for?

Hewson Baltzell works for Helios Exchange

What is Hewson Baltzell's role at the current company?

Hewson Baltzell's current role is President and Chief Operating Officer.

What is Hewson Baltzell's email address?

Hewson Baltzell's email address is he****@****ics.com

What is Hewson Baltzell's direct phone number?

Hewson Baltzell's direct phone number is +191768*****

What schools did Hewson Baltzell attend?

Hewson Baltzell attended The Wharton School, University Of Pennsylvania, St. Mark's School.

What are some of Hewson Baltzell's interests?

Hewson Baltzell has interest in Environmental Sustainability, Energy Efficiency, Clean Technology, Evolutionary Biology, Alternate Energy.

What skills is Hewson Baltzell known for?

Hewson Baltzell has skills like Sustainability, Strategy, Investments, Climate Change, Business Strategy, Corporate Social Responsibility, Start Ups, Energy Efficiency, Management, Environmental Awareness, Asset Management, Leadership.

Who are Hewson Baltzell's colleagues?

Hewson Baltzell's colleagues are Adrien Voegtlin.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.