• Oversee a team managing the investment process for the firm's institutional impact investing clients, including pipeline sourcing, due diligence, and ongoing investment monitoring, across all asset classes and thematic impact areas.• Manage the firm's impact reporting using proprietary and external frameworks for institutional clients, including analysis of bespoke venture and private equity investment fund of funds.• Assess impact and sustainability criteria and suitability for investments in an impact hedge fund of funds.• Coordinate third party audits of Flat World's impact analysis process.

• Oversaw the Syntrinsic research team and the due diligence process; built and monitored an investment platform for $2.1bn in assets across asset classes, investment stages, and thematic areas (both impact and traditional investments). Doubled the size of the research team in twelve months.• Developed the firm’s long-term capital markets assumptions and near-term sentiment; published these reports semi-annually. • Led the Syntrinsic Investment Committee and managed its consensus driven decision making process.• Structured asset allocation strategies and constructed customized portfolios for Syntrinsic’s clients.• Collaborated on investor education for clients around impact and ESG investing.• Member of the firm’s Senior Leadership Team, which made strategic decisions for the firm overall.

• Oversaw the set up and management of Cornerstone’s first mutual fund, returning 29.1% in 2020 (16.1% above benchmark) and 36.4% since inception (18.3% above benchmark). Setup included investment due diligence and selection, negotiating terms with sub-advisors, and legal and compliance structuring.• Managed an extensive pipeline of investment due diligence for a $1.3bn platform across ESG and impact investments. Strategies cover all asset classes and thematic areas. Member of the firm’s Investment Policy Committee.• Conducted quarterly portfolio performance reviews with clients and constructed asset allocations based on their IPS. • Authored quarterly Market Outlook reports and formulated tactical asset allocations for use by the relationship managers.

• Co-led the firm’s impact investing initiative, managing approx. $1bn across various asset classes, geographies, and sectors. • Member of the CAPROCK Investment Committee. Participated in all investment decisions, both impact and conventional.• Oversaw the complete due diligence process, including pipeline generation, due diligence analysis and investment opinion formation, and ongoing monitoring. Routinely presented investment ideas to the Investment Committee and clients.

Latin America Equity ResearchTelecom, Media and Technology Analyst• Oversaw coverage of the Latin American telecom and media sector, including investment recommendations and industry analysis; investor marketing, with client trips to Latin America; and idea presentation to sales and institutional clients daily. • Successfully collaborated on offering mandates by leading due diligence, building financial models and writing investor education materials and pre-deal research.

• Completed the fund’s initial investment into a microfinance entity in Pakistan, including securing board representation. • Marketed the newly-launched private equity fund to institutional and high net worth investors in the US and Europe.

• Led SKS’ financial, accounting, treasury, and legal departments; developed and executed financial strategies to fund a loan portfolio that grew by 200% in 2007 and 165% in 2006.• Successfully managed the first two rounds of private equity fund raising; increased valuation 400% between the two rounds. Supervised the competitive bidding process, shareholders’ agreement negotiations, and managed investor due diligence.• Formulated SKS’ operational and financial business strategies and presented these to lenders, investors, and the Board.

Equity ResearchTelecommunications Research Analyst• Analyzed telecom companies and the industry through ongoing due diligence and extensive financial modeling. Wrote research reports presenting stock recommendations and industry views. Marketed these to institutional clients and sales daily. • Led coverage of small cap telecom stocks, including developing investment theses, ratings and price targets.