Original SRI/ESG investing insights via roads less traveled and by unconventional means
I love data analysis, I love writing, and I really love writing about data analysis. Every position I've ever held has been as a combination analyst/author. In addition to honing core talents I've learned a lot about research product development and marketing, media outreach and relationship management, editorial boards and calendars, and public speaking.
Energy and utilities companies have used my work in sustainability/CSR reports, investor relations materials, regulatory filings, website and marketing copy, and internal reports. Work includes CSR/ESG assessment and peer benchmarking, sustainability messaging and stakeholder engagement, and ESG-related research, analyses, and data visualizations.
Authoring a book is definitely on my bucket list but until I'll have to be content with having made research and writing contributions to those of others. All pertain to energy/utilities finance — investing and securities analysis, mergers and acquisitions, and the perils of creative accounting and off-balance sheet financing (that would be the Enron book).
My writing and research is featured in sustainability and ESG investing media, mainstream financial and general press, and energy industry journals. Coverage includes authorship, interviews, TV appearances, and citations. I also speak at conferences and contribute to academia (e.g., Kellogg School of Management's MBA-level "Impact Investing" course).
I help clients discover original ESG insights through data-centric research, analysis, and messaging. Both analytical and creative, I do everything from crunching data to telling its story via some right-brain process (e.g., writing, data visualization). I'm open to all ideas and up for any challenge. Below is a sample of what I do. Please email me about your goals and needs.
Original content starts with research. I employ a hacker mindset and diverse technology stack to uncover unique and elusive information/data.
Informed analysis transforms raw research into actionable insight. My work is powered by data science and grounded in subject expertise.
Engaging content is possible only with effective communication. I do this via several right-brain processes, from writing to data visualization.