• Managed several projects within the Beyond the Bag Initiative, a pre-competitive collaboration that identifies and scales innovative circular solutions across retail sectors. Select operational experience – direct involvement in the implementation and management of circular products and services:
• In-Store Deposit-Return System Activation. Led the implementation of two in-market pilot tests of reuse systems. Designed store planograms for the Returnable Bag pilot, which provided the blueprint for the placements of reverse-vending machines, reusable bag merchandise, and promotional displays across ten CVS and Target stores. Partnered with +100 industry and environmental stakeholders to scale the Bring Your Own Bag pilot across +375 retailers in Denver and Tucson.
• Proactive Policy Strategy. Developed a policy scenario model quantifying the procurement cost savings and the emissions
impact from changes in single-use plastic regulations. Conducted a 40 study meta-analysis on the imp

• Managed the full life cycle of a diverse set of exchange traded funds (ETFs), from research and development on investment
strategy and stock selection, to fund promotion and launch, through ongoing portfolio management and rebalancing. Select fund management experience – developed and managed several ETF investment portfolios, including:
• +$700mn in Thematic Growth AUM. Developed and launched a suite of ETFs across seven investment strategies: cloud
computing, gig-economy, genomics, cybersecurity, battery technology, artificial intelligence, and tech-focused real estate.
• +$2.1bn in Value Strategy AUM. Developed an active strategy based on a quantitative screen to identify mid- to
large-cap companies with stronger profitability and capital return profiles. Managed small-, mid- and large-cap core
equity ETFs that invested in companies with higher quality and more persistent earnings.
• Led written and client facing thought leadership. Co-hosted podcast and video discussions o

• Covered thirty U.S. Property & Casualty and Life Insurance companies, including Berkshire Hathaway and providers of retirement savings and investment products, personal insurance, commercial re/insurance, and insurance brokerage services. Select transaction experience – modeled pro forma financials and valuations for several transactions, including:
• AIG's $5.6bn Acquisition of Validus (July 2018). Global and diversified insurer AIG acquired specialty reinsurer Validus in an all-cash strategic transaction to enhance underwriting expertise in specialized products and regions.
• MetLife's Spin Off of Brighthouse Financial (August 2017). To reduce its interest rate sensitivity publicly-traded life insurer MetLife spun off its U.S. retail life insurance and annuities segment into BHF (+$200bn in assets). Select IPO experience – prepared offering price ranges, educated investors, and launched coverage on several IPOs, including:
• $2.75bn AXA Equitable (May 2018, largest IPO YTD). Sal