Tamara Close, Cfa

Tamara Close, Cfa Email and Phone Number

ESG Advisory | Outsourced ESG Director | Board Director | Speaker @ Petra Funds Group
Tamara Close, Cfa's Location
Montreal, Quebec, Canada, Canada
Tamara Close, Cfa's Contact Details
About Tamara Close, Cfa

Working at the intersection of investment, risk, and ESG practices in financial markets, Tamara draws upon her deep knowledge and experience at institutional investors, asset managers, and financial institutions to design and implement ESG integration strategies and perform ESG due diligence. She has helped multiple clients become leaders in ESG and increase their capital allocation from investors. Her clients include fund managers and institutional investors in Canada, the US, Europe, and the UK, across public and private markets. Tamara has developed and launched multiple leading proprietary tools and methodologies for ESG integration practices.Tamara is a senior executive with 20+ years in leadership roles in the investment industry, most recently as the founder of Close Group Consulting, and at PSP Investments. She has gained extensive experience on both the sell side and buy side in trading, institutional sales, research, risk management, strategy, and ESG. She is an experienced Board director and has successfully developed and led major capital markets strategic implementations. She is currently a senior ESG director at Petra Funds Group and leads their outsourced ESG director advisory offering.Tamara is a sought-after speaker, advisor, and regularly publishes ESG thought leadership and articles in industry journals as well as contributes to academic research.

Tamara Close, Cfa's Current Company Details
Petra Funds Group

Petra Funds Group

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ESG Advisory | Outsourced ESG Director | Board Director | Speaker
Tamara Close, Cfa Work Experience Details
  • Petra Funds Group
    Senior Esg Director
    Petra Funds Group Sep 2024 - Present
    New York, Ny, Us
    The Petra ESG team consists of senior, industry-leading professionals who deliver personalized, high-touch ESG services to our clients. These services include ESG strategy development, due diligence, and ongoing monitoring. Lead for the outsourced ESG director offering, enabling scalable and efficient implementation of ESG programs tailored to each client’s unique strategy, goals, and industry.Petra has offices in New York, London, Amsterdam, Los Angeles, and Boston and administers funds and structures in excess of $220 billion in assets.
  • Concordia University
    Board Director - Concordia University Intergenerational Fund
    Concordia University Nov 2024 - Present
    Montreal, Qc, Ca
    Formerly the Concordia University Foundation and Endowment.
  • Close Group Consulting Inc.
    Founder And Managing Partner
    Close Group Consulting Inc. Nov 2017 - Present
    CGC is a global boutique ESG strategy and due diligence advisory firm that works with investment fund managers and asset owners across public and private asset classes, as well as privately held and publicly traded corporates. CGC was built out of the need for an ESG advisory firm that combines investment, financial and capital markets experience with ESG knowledge and strategy. CGC designs and implements ESG strategy frameworks and also performs ESG due diligence on investments and managers using proprietary tools and methodologies.
  • Evovest
    Board Director
    Evovest Jul 2022 - Present
    Montréal, Québec, Ca
  • Riskthinking.Ai
    Advisor
    Riskthinking.Ai Dec 2023 - Present
    Toronto, Ontario, Ca
  • Valeo Pharma
    Board Director, Chair Of The Governance Committee
    Valeo Pharma Jun 2023 - Feb 2024
    Kirkland, Quebec, Ca
  • Kks Advisors
    Managing Director And Head Of Esg Integration
    Kks Advisors Jun 2020 - Jul 2021
    City Of London, England, Gb
  • Psp Investments
    Senior Director, Public Markets And Absolute Return Strategies
    Psp Investments 2013 - 2017
    Montréal, Québec, Ca
  • Psp Investments
    Senior Manager, Risk Management
    Psp Investments 2007 - 2013
    Montréal, Québec, Ca
  • Structured Asset Management, Fixed Income Asset Management
    Head Of Research And Risk Management
    Structured Asset Management, Fixed Income Asset Management 2001 - 2007
  • Lcl
    Corporate Dealer, Fx And Otc Derivatives Institutional Desk
    Lcl 1992 - 1996
    Villejuif, Île-De-France, Fr
    Institutional sales & trading - FX and OTC derivatives
  • Bmo Financial Group
    Money Market Dealer
    Bmo Financial Group 1990 - 1992
    Toronto, On, Ca

Tamara Close, Cfa Skills

Fixed Income Derivatives Market Risk Financial Risk Equities Valuation Risk Management Investments Credit Derivatives Money Market Portfolio Management Financial Analysis Financial Markets Capital Markets Investment Strategies Sustainable Investing Strategy Business Analysis Investment Management Esg Securities Lending Risk Assessment Esg Integration Esg Risk Management Business Process Leadership Strategic Planning Management Research Alternative Investments Fixed Income Strategies Fixed Income Analysis Equity Derivatives Fx Derivatives Interest Rate Derivatives Private Equity Bonds Securities Options Sustainability Asset Management Alternative Investment Strategies Quantitative Investment Strategies

Tamara Close, Cfa Education Details

  • Mcgill University
    Mcgill University
    Economics
  • Concordia University
    Concordia University
    John Molson School Of Business
  • Concordia University
    Concordia University
    John Molson School Of Business

Frequently Asked Questions about Tamara Close, Cfa

What company does Tamara Close, Cfa work for?

Tamara Close, Cfa works for Petra Funds Group

What is Tamara Close, Cfa's role at the current company?

Tamara Close, Cfa's current role is ESG Advisory | Outsourced ESG Director | Board Director | Speaker.

What is Tamara Close, Cfa's email address?

Tamara Close, Cfa's email address is ta****@****egc.com

What schools did Tamara Close, Cfa attend?

Tamara Close, Cfa attended Mcgill University, Concordia University, Concordia University.

What skills is Tamara Close, Cfa known for?

Tamara Close, Cfa has skills like Fixed Income, Derivatives, Market Risk, Financial Risk, Equities, Valuation, Risk Management, Investments, Credit Derivatives, Money Market, Portfolio Management, Financial Analysis.

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