Harnessing a Best-In-Class ESG Strategy – 10.26.20 – Citi

Summary:

The importance of environmental, social and governance considerations is growing rapidly on a global scale. Participants in Citi’s 2020 Industry Evolution survey interviews focused extensively on ESG and how the COVID-19 Crisis is forcing an acceleration of the trends driving the industry to an important inflection point around ESG investing. The nature of the COVID-19 Crisis and the impact on asset values of a systemic risk event originating outside the financial industry are seen as driving a shift in asset owners’ demands, and a corresponding re-design of how ESG funds are delivered. Citi is committed to sustainability efforts and understands the emergence of this sector will re-shape investment management. Citi has created their own index focused on this new form of investing and designed to meet ESG ideologies. Led by Jayme Colosimo, Markets and Securities Services Head of ESG for North America at Citi, and Meredith Chiampa, Director, Multi-Asset Group Structurer, attendees will have an exclusive view at the survey’s findings and Citi’s new index.

Speakers:

Meredith Chiampa is a Director on the Multi Asset Structuring Team and has been with Citi for over 15 years. She is responsible for the retail structuring businesses across the Americas and leads a team of professionals creating, pricing, and executing structured investments. She is also primarily responsible for driving innovation and origination in the retail space for equities and hybrids.

Matt Kummell is a Director and Citi’s Head of Business Advisory Services for North America. The Business Advisory Services team conducts primary research across investors and investment managers and publishes thought leadership pieces focused on the evolution of the industry. These findings are used as the foundation for strategic consulting services that help individual clients address gaps or problem areas in their own organization.

In addition to his role on the Business Advisory team, Matt is a member of the Advisory Board for Citi’s Banamex Afore (Pension), the second largest Afore in Mexico with over $30 billion (US) in assets.

Outside of Citi, Matt is an Adjunct Professor at the Tuck School of Business at Dartmouth College where he teaches a course on strategy consulting called Client Project Management.

Prior to joining Citi, Matt held a variety of strategic and leadership roles in the hedge fund industry, spanning diverse topics including investment talent assessment and development, product development, and expansion into adjacent businesses. Matt spent time as a Case Team Leader at Bain & Company in Boston after earning an MBA from the Tuck School of Business at Dartmouth.

Mark Whyman is Vice President of Cross-Asset Solutions for Third Party Distribution. More specifically, he leads the efforts for structured products to Registered Investment Advisors and Multi-Family Offices. Originally from London, Mark began his career at Barclays Capital in 2006. He then spent ten years working at Deutsche Bank in various equity derivative rolls before, both in London, Hong Kong and New York.