William M. Email and Phone Number
William M. work email
- Valid
William M. personal email
I lead venture investment and sourcing in North America for Jaguar Land Rover and InMotion Ventures (our CVC), with an extensive global network. I am also a founding member of the Open Innovation team at JLR.I operate at the intersection of the global startup/venture capital and corporate ecosystems solving problems with entrepreneurs, technology and capital. I am focused on Climate Tech (decarbonization, electrification, materials), Industrial (factory of future/industry 5.0) and Enterprise (AI, etc) sectors in addition to general deep tech.Investment professional with diverse investment experience across major asset classes managing investment for diverse entity types (family office, fund of funds, corporate (private investments) and investment manager).• Source, screen, diligence, portfolio management for tech incubator (startups: stage agnostic, multi-sector, global). • Experience in strategic consulting, strategic corporate venture (scouting technology startups, investment, market research, mapping internal business problems, robust venture capital network). • Sourcing and conducting due diligence on investment managers (main asset classes) and scouting start-ups globally.• Experience in investment management, asset allocation, investment manager research, portfolio management (public/private equity & multi-asset portfolios), ESG integration/analysis, equity analysis, factor-based investing, impact investing.Specialties: Investment, sustainability, mobility, open innovation, venture investing, portfolio management, asset allocation, fundamental analysis, socially responsible investing, water investing, Investment manager selection/due diligence, financial modeling, statistical and quantitative modeling/analysis, optimization, technical analysis, valuation, securities trading, mission related investing, equity screening, impact investing, cohort analysis, SaaS, recurring revenue models, Zephyr, Morningstar Direct, Bloomberg, Capital IQ, Thomson, passed CFA 1, Series 65, Spanish language skills.Wil executed the analysis (cohort analysis, etc) which was used in Bessemer Venture Partners' portfolio company MINDBODY’s S-1 filing (http://www.sec.gov/Archives/edgar/data/1458962/000119312515182221/d879972ds1.htm) which included expansion metrics, contribution margin analysis and cohort analysis.
Inmotion Ventures
View- Website:
- inmotionventures.com
- Employees:
- 20
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Investment And Scouting Lead, North AmericaInmotion VenturesCalifornia, United States
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Investment & Scouting Lead, North AmericaInmotion Ventures May 2019 - PresentSunnyvale, California, United StatesBased in Silicon Valley, I lead North American Investment & Scouting for InMotion Ventures (JLR CVC) and Open Innovation activities. Full lifecycle deal execution across climate tech, industrials, enterprise and deep tech. Previously worked with InMotion Ventures during role in Product Engineering at JLR.
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Innovation Lead/Venture InvestmentJaguar Land Rover Oct 2017 - PresentSunnyvale, California, United StatesSource and diligence seed-to-growth-stage software and hardware startups globally for Jaguar Land Rover (open innovation) and InMotion Ventures (investments) across emerging mobility technologies, sustainability and adjacencies including electrification, autonomy, artificial intelligence, connectivity, metaverse, industry 4.0, supply chain, digital services etc.Building Jaguar Land Rover’s venture capital and open innovation ecosystem via networking with entrepreneurs, investors, organizations, and network.I have held various roles building open innovation at Jaguar Land Rover:• Develop pipeline of Incubator/Accelerator candidates through scouting potential startups.• Portfolio management of investment portfolio of early and late-stage technology startups. (monitoring, engagement, reporting, etc). • Cultivate external network of entrepreneurs, venture capitalists, accelerator programs and other strategic partners.• Develop network of mentors in support of Incubator and Accelerator program start-ups.• Continually monitor status and current state of startups in the JLR Incubator’s investment portfolio.• Network with the global venture capital and start-up community.• Work in an agile environment with startups through Proof of Concept projects.• Foster communication and collaboration with InMotion Ventures, and support scouting efforts.• Responsible for deal flow from scouting new start-ups to engagement and/or investment decision. -
InvestorApex.Ai Jan 2019 - Present -
Alpine Ski Race CoachMeadows Race Team Dec 2021 - May 2023Mount Hood, Oregon, United StatesCoaching kids on weekends to compete in alpine ski racing. -
Senior Portfolio Manager/Deputy Chief Investment OfficerCollaboration Capital Llc Sep 2016 - Aug 2017San Francisco Bay Area• Original team member of investment management start-up/lift-out.• Manage equity portfolios consisting of external investment manager holdings with disciplined risk management. • Investment manager selection, research, due diligence and monitoring.• Construct portfolios consisting of high conviction stock selections from external investment managers.• Integration of ESG factors into investment decision making process across various sectors globally.• Research and write quarterly thought leadership on sustainability and ESG topics, and communicate with clients.• Provide proxy voting and engagement recommendations aligned with ESG and sustainability thesis.• Monitor US and global equity strategies vs respective benchmarks and recommend/implement allocation changes.Collaboration Capital is a national wealth advisory practice whose clients include forward-looking families and institutions investing in companies dedicated to solving huge global challenges. Its core mission is to deliver alpha-generating portfolios across the spectrum of problem-solving public equity, public debt, private equity, and private debt, benchmarked to traditional indices. A founding tenet of Collaboration Capital is a shared belief in the power of capital markets to positively effect change. Critical thought, primary research, transparency, and embracing change opportunistically are hallmarks of our investment process and philosophy.
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Senior Portfolio Manager / ConsultantCollaboration Capital Llc Aug 2015 - Sep 2016San Francisco Bay Area• Consultant for Collaboration Capital acting as senior portfolio manager for ESG equity strategies (US, Global, Emerging Markets) and multi-manager impact investment portfolios.
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Strategic Analyst/ConsultantMindbody, Inc. Jun 2014 - Aug 2015Greater Los Angeles Area• Partner with the CEO and other key executives to provide analysis and insight in support of strategic decision making for largest cloud-based (SaaS) software provider in the global health, wellness and beauty industries.• Provided strategic analysis (cohort analysis, expansion metrics, etc.) used in IPO S-1 prospectus/roadshow deck.• Provide analysis and strategic insight to drive CEO/executive decision-making, optimization and monetization efforts. -
Portfolio Manager And Investment AnalystPiper Hill Partners, Llc Mar 2011 - Jun 2014Greater New York City Area• Perform bottom-up, fundamental and quantitative analysis and due diligence on ESG and water investments.• Collaborated on development of process to monitor and analyze the operating and financial results of investments.• Develop systems and processes driving investment team’s analytics in support of investment decision making.• Perform extensive water industry analysis, evaluating competitive positioning and growth prospects of constituents.• Responsible for domestic and international listed and OTC equity trades and have traded stocks for 10+ years. -
Senior Research Analyst And Portfolio ManagerManchester Capital Management Mar 2004 - Mar 2011Montecito, CaSenior Research Analyst/Portfolio Manager (2009-2011)• Conducted investment manager and asset class research (quantitative and qualitative) on broad range of asset classes. • Assessed return risk characteristics for asset classes utilized client investment portfolios utilizing mean variance framework.• Performed quantitative and qualitative research on investment funds in various asset classes (sourcing and monitoring).• Prepared investment recommendations/memos and due diligence reports and defended before Investment Committee.• Equity analyst and co-Portfolio Manager for investment fund focused on sustainable equity investments in water industry.• Led weekly global market activity recap and analysis for investment team and presented on a weekly basis.Portfolio Manager (2006-2009) - Manchester, VT• Managed discretionary multi-asset class investment accounts for ultra-high net worth individuals and institutions.• Assisted in construction of investment manager/asset allocation research processes when firm moved from out-source model.• Constructed/launched a sustainable investment fund (water) and served as co-portfolio manager and equity analyst.• Develop client investment strategies including objectives and guidelines, and asset allocation for each client entity.• Monitored asset allocation including asset class and rebalancing recommendations while addressing tactical opportunities.• Evaluated managers and investments for appropriate inclusion in a portfolio and recommended changes when appropriate.Associate (2004-2006) - Manchester, VT• Rebalanced multi-asset class investment accounts for ultra-high net worth individuals and institutions.• Administered $100m+ charitable foundation, identified, researched, evaluated & executed charitable giving.• Participated in global research analyst training program under former JP Morgan CEO and President.• Selected as Head Trader (domestic and international listed equities, options, mutual funds). -
Alpine CoachBromley Outing Club Inc 2005 - 2007Coached alpine ski racing on weekends.
William M. Skills
William M. Education Details
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Columbia University -
Lowell Whiteman School/Steamboat Mountain School
Frequently Asked Questions about William M.
What company does William M. work for?
William M. works for Inmotion Ventures
What is William M.'s role at the current company?
William M.'s current role is Investment and Scouting Lead, North America.
What is William M.'s email address?
William M.'s email address is wi****@****res.com
What schools did William M. attend?
William M. attended Columbia University, Manhattanville College, Lowell Whiteman School/steamboat Mountain School.
What skills is William M. known for?
William M. has skills like Alternative Investments, Strategic Partnerships, Impact Investing, Valuation, Sustainable Investing, Open Innovation, Microsoft Powerpoint, Start Ups, Software As A Service, Portfolio Management, Financial Modeling, Data Analysis.
Not the William M. you were looking for?
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William Toscano
Technology Partnership Manager/Director At Nasa Ames Research CenterMountain View, Ca1mail.arc.nasa.gov -
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William M.
Information Security | Gcld | Gime | Gmob | Gcfe | Gcih | Gmon | GsecLouisville Metropolitan Area -
William Ulrich
Soquel, Ca2baymoon.com, systemtransformation.com2 +161089XXXXX
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