Shanu G. Mathew Email and Phone Number
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Shanu Mathew is a Portfolio Manager and Research Analyst at Lazard Asset Management, a $250+ billion global asset manager, on the US Equity team focused on Sustainable Investing and Net-Zero research. He began working in the investment field in 2015. Prior to joining Lazard in 2021, Shanu was a Vice President, Credit Analyst, and Head of ESG at First Eagle Alternative Credit, a $20 billion+ alternative asset manager. Previous experiences include Strategic Finance at Expanse (acquired by PANW for ~$1 billion) and Tech/Healthcare M&A banking at Evercore (~$40 billion of transaction experience).Shanu was recognized as a 2024 Notable Leader in Sustainability by Crain's Chicago Business. Shanu is a member of the Investment Committee at Evergreen Climate Innovations, a recurring guest on Wood Mackenzie’s ‘The Energy Gang’ and other Energy Transition podcasts (100K+ episode downloads). Shanu has spoken at climate-related industry events including for Bloomberg Intelligence, Gitterman Wealth Management/Intercontinental Exchange, the CFA Society of New York, and The Summit for Asset Management and has served as an investment committee member, advisor, mentor or judge for various events and organizations including Gener8tor, the U.S. Department of Energy (DOE)’s Office of Technology Transitions, Breakthrough Energy, and Terra.do, among other involvement across the climate ecosystem. He has a Bachelor of Science dual-degree in Accounting and Finance from the University of Illinois at Urbana-Champaign.Visit https://shanumathew.com/ to see my writing, podcast appearances, and more.
Lazard Asset Management
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Senior Vice President, Portfolio Manager And Analyst - Us Sustainable EquityLazard Asset ManagementChicago, Il, Us -
Senior Vice President, Portfolio Manager/Analyst - Us Sustainable EquityLazard Asset Management Jan 2023 - PresentNew York, Ny, UsShanu Mathew is a Senior Vice President and Portfolio Manager/Analyst on a ~$500M US Sustainable Equity mutual fund. He also serves as a Research Analyst on the US Equity team (~$50BN AUM), focusing on how companies’ Sustainability and Climate-related risks and opportunities impact financial productivity. Responsibilities include overseeing portfolio construction and investment decisions for the Sustainability fund, conducting due diligence on new ideas, presenting to clients and external stakeholders, and developing best practices for our firm approach to sustainable investing. -
Vice President, Sustainable Investing & Net Zero ResearchLazard Asset Management Jul 2021 - Feb 2023New York, Ny, UsSupport the development of frameworks and conduct analysis that delivers market-leading Sustainable Investment and Net Zero solutions for various US equity strategies. -
Vice President And Head Of EsgFirst Eagle Investment Management Jan 2021 - Jun 2021New York, New York, UsIntegrate ESG risk analysis into the FEAC credit underwriting process and lead ESG policies for tradable credit portfolios. Credit coverage included 100+ borrowers, representing $2.0BN+ in aggregate loan and bond value. Coverage includes industrials, business and financial services, energy, and power & utilities.Core responsibilities include: Construction of financial models and projections from company filings and earnings releases; performing business risk analysis through in-depth research of company and competitors; tracking standard and industry-specific credit and valuation metrics; understanding and analyzing covenants through bond indentures and credit agreements; and presenting investment recommendations to portfolio managers. -
AssociateFirst Eagle Investment Management Feb 2020 - Jan 2021New York, New York, Us[Formerly THL Credit]. With approximately $23 billion in assets under management and advisement on a pro forma basis as of December 31, 2019, the First Eagle Alternative Credit platform is among the leaders across tradable credit and middle-market direct lending, with a robust product suite that offers a range of differentiated strategies and solutions to institutional and retail investors worldwide. -
Freelance WriterShanumathew.Com Jun 2018 - Jun 2021Curate weekly list of interesting articles, charts, stats, podcasts, and music selections distributed to list of ~900+ readers that has reached 30+ countries. Write long-form essays on a variety of topics.https://www.shanumathew.com/
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Climate Tech Founding FellowOn Deck Mar 2021 - May 2021San Francisco, California, UsThe Climate Tech Fellowship is a 10-week program for startup and climate experts looking to found, invest in, and advise climate tech companies. It is a space for fellows with deep and diverse subject matter expertise to exchange ideas, accelerate each other's work, and build impactful climate tech startups. -
AssociateThl Credit Apr 2018 - Feb 2020THL Credit was a ~$17 Billion AUM Alternative Credit Manager that was acquired by First Eagle Investment Management in January 2020. As an associate, I performed fundamental credit and valuation analyses on companies that issue public high yield loans and bonds. Coverage included Renewable Energy, Industrials, Infrastructure, Oil & Gas, Utilities, Electrical Power & Generation, Business Services, and Distressed Situations.
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Associate, Strategic Finance & OperationsExpanse, Acquired By Palo Alto Networks Sep 2016 - Apr 2018San Francisco, California, UsEmployee #33. In Nov-20, Palo Alto Networks announced it will acquire Expanse for a total purchase price of approximately $670 million to be paid in cash and stock and approximately $130 million in replacement equity awards.Based in San Francisco, Expanse is an automated Internet intelligence company. Expanse surfaces facts and relevant context about digital assets of interest to our customers in real time at global Internet scale. Expanse's technology gives large organizations complete visibility into and actionable insights about their true network boundaries to mitigate information security risks beyond the firewall. Expanse now had 150 employees across offices in San Francisco, Washington, DC, New York and Atlanta. Expanse’s has raised over $135 million of venture capital funding from Founders Fund, NEA, IVP, and TPG and also direct checks from Peter Thiel, Michael Dell, Sam Palmisano, Arianna Huffington and Taylor Glover. The Company was founded in 2012, after the founders met at DARPA. -
Investment Banking AnalystEvercore Jun 2015 - Aug 2016New York, Ny, UsMergers & Acquisitions Group focused on Technology & Healthcare transactions. Deal experience includes:Abbott Laboratories’ $30 billion Acquisition of St. Jude MedicalAbbott Laboratories’ $8 billion Acquisition of Alere Sale of NetMotion Wireless from Clearlake Capital Group to the Carlyle Group -
Senior ManagerIllinois Business Consulting Jan 2012 - May 2015Champaign, Il, UsPositions held: 3x Senior Manager, Internal Manager, Project Manager, Strategic Operations Team Member, and 2x Consultant at largest student-run consulting organization in the nation. -
Investment Banking Summer AnalystCredit Suisse Jun 2014 - Aug 2014Zurich, ChGlobal Industrials Group. -
Global Treasury Management InternBmo Harris Bank Jun 2013 - Aug 2013Chicago, Illinois, Us -
Research Analyst InternTransco Products Inc. May 2012 - Dec 2012Streator, Il, UsResearch Analyst (May 2010 - August 2012; December 2012 - January 2013)
Shanu G. Mathew Skills
Shanu G. Mathew Education Details
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University Of Illinois Urbana-ChampaignFinance & Accountancy
Frequently Asked Questions about Shanu G. Mathew
What company does Shanu G. Mathew work for?
Shanu G. Mathew works for Lazard Asset Management
What is Shanu G. Mathew's role at the current company?
Shanu G. Mathew's current role is Senior Vice President, Portfolio Manager and Analyst - US Sustainable Equity.
What is Shanu G. Mathew's email address?
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What is Shanu G. Mathew's direct phone number?
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What schools did Shanu G. Mathew attend?
Shanu G. Mathew attended University Of Illinois Urbana-Champaign.
What skills is Shanu G. Mathew known for?
Shanu G. Mathew has skills like Financial Analysis, Market Research, Leadership, Public Speaking, Finance, Microsoft Excel, Data Analysis, Financial Modeling, Management Consulting, Research, Consulting, Investment Banking.
Who are Shanu G. Mathew's colleagues?
Shanu G. Mathew's colleagues are Maximum Smith, Foh Man, Mehdi Ghaffari, Ken Mcleod, Cfa, Abigail Capón, Jennifer Abate, Ken Kaiser.
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