William M. Email & Phone Number

California, United States

Sunnyvale, California, United States

Based 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.

Sunnyvale, California, United States

Source 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.

Mount Hood, Oregon, United States

Coaching kids on weekends to compete in alpine ski racing.

San 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.

San 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.

Greater 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.

Greater 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.

Montecito, Ca

Senior 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).

Coached alpine ski racing on weekends.

Education record

Education record

Education record