Text
Heather Beatty is the founder and CEO of ScopeFour Capital, a climate-focused investment firm, that leverages her ~20 years of experience in the asset management industry. She also serves as the firm’s CCO. Prior to launching ScopeFour, she held leadership positions in distribution and relationship management at top-tier global financial institutions including First Eagle Investment Management, TCW and Thornburg. At First Eagle, she also created and co-chaired the firm's first Climate Council – a 14-person, cross-channel team engaged in establishing direction for how the firm wanted to address climate change.
Heather is dedicated to educating allocators on the investment case for climate solutions. She has been featured on a variety on panels, conferences and podcasts including the CFA Society, SACRS, The Nest and The Sustainable Finance Podcast, among others.
Her philanthropy includes partnering with the Los Angeles Cleantech Incubator where she presents on climate investing and works with entrepreneurs to incorporate sustainability into their business model.
In addition to her climate-related contributions, Heather co-founded Women in Institutional Investments Network (WIIIN), a Los Angeles-based 501c3 as part of her commitment to the advancement of diversity, equity and inclusion.
Ms. Sanchez is the Chief Executive Officer of Chantico Global, a global investment consultancy and the Chief Executive Officer of Chantico Technology, a VC backed investment technology spin-out.
In addition, Ms. Sanchez serves as a member of the Board of Directors for Cedars Sinai Hospital as well as an Advisory Board Member to the UCLA Masters of Financial Engineering Program. Finally, she serves on the Investor Advisory Group to the Public Company Accounting Oversight Board, a nonprofit corporation established by Congress to oversee the audits of public companies in order to protect investors.
Previously, Ms. Sanchez was the Director of Equity and Asset Allocation for Roubini Global Economics. Before that, Ms. Sanchez served as managing director of public investments at the California Endowment, a US$3 billion Los Angeles-based foundation and as director of public investments at the Ford Foundation, a US$10 billion New York-based foundation. Prior to that, Ms. Sanchez served as a portfolio manager and strategist for eight years at American Century Investment Management in Mountain View, Calif. where she ran over $6.5 billion in AUM.
She is a contributor for CNBC and regular on The Exchange, Worldwide Exchange and Business Arabia. She holds a bachelor's degree in economics from Harvard University and a master's in international policy studies from Stanford University. As part of her continuing education, she also holds a certificates in impact measurement and scenario planning from the University of Oxford Said School of Business, in corporate governance from UCLA Anderson and in corporate board audit governance from Harvard Business School.
Samantha possesses special expertise developing and implementing customized compliance programs for SEC, CFTC, and FINRA regulated organizations. She has worked with more than 100 investment advisers, alternative asset managers (including private equity funds, hedge funds, real estate funds and venture capital funds), and broker-dealers ranging from startups to multibillion dollar firms. Samantha has served as Chief Compliance Officer and Interim Chief Compliance Officer for SEC-registered investment advisers, “Of Counsel” for law firms, and has worked for various securities compliance consulting firms. Samantha makes a meaningful impact on our clients’ businesses overall, by enhancing or otherwise creating an exceptional compliance program and cultivating a strong culture of compliance. She provides proactive, comprehensive, and independent compliance solutions, including investment adviser registrations and filings, drafting and revising compliance policies and procedures, compliance program testing, mock audits, annual reviews, compliance onboarding, and employee compliance training. Samantha received her B.A., cum laude, from the University of Florida and her J.D. from Ave Maria School of Law. Samantha is admitted to the Florida Bar and to the Bar of the Illinois Supreme Court, and an active member of several professional and networking organizations in Chicago. Samantha is also the Director of Events for Chicago Financial Women, a NFP organization that is committed to expanding the professional networks of Chicago-area women in the fields of finance and financial services.
Robin Kollannur is a seasoned investment professional with a broad range of experience managing both U.S. and non-U.S. equity portfolios. With over 29 years of experience, he has held senior leadership positions at multiple top-tier asset management firms. Robin joined ScopeFour from Rothschild Asset Management, where he was a Managing Director. His prior roles included Managing Partner and Board Member at RVX Asset Management, General Partner at Mercator Asset Management, Chief Investment Officer at Northern Trust Value Investors, and Portfolio Manager/Analyst at Brandes Investment Partners. Robin earned a BA from Texas A&M University and an MBA from the University of Houston. He has earned the CFA designation and is a member of the CFA Institute.
Steve is the Founder and CEO of FiSolve, an outsourced provider of COO, General Counsel and Chief Compliance Officer Services. Steve has more than twenty years of experience in the industry, including senior roles with the SEC, large national law firms and 16 years as the COO, General Counsel and CCO of a leading money management firm. Steve has experience advising investment advisers, hedge funds, mutual funds, UCITS and other financial services firms on a range of issues.
Steve holds board positions, including the director of an Irish UCITS fund complex. Steve is a contributor to the SEC's Asset Management subcommittee for Small Advisers and Funds, and is an adjunct Professor of Law at the Cardozo School of Law. With twenty-five years of experience, serving as President of the state Association for Conflict Resolution, a federal mediator and teaching courses in the areas of negotiation and dispute resolution, Steve is an expert in dispute resolution. Steve has trained staff in the SEC’s Enforcement Division and presents at the SEC's Chief Compliance Outreach programs.
Alyx Flournoy has spent over 12 years partnering with investment professionals to leverage data-driven frameworks and quantitative methods to bring increased insight and process discipline to the investment workflow. Prior to her current work with ScopeFour Capital, Alyx held senior leadership positions at fintech firms Omega Point Research and FactSet Research Systems, where she focused on strategic business initiatives and quantitative research related to risk management, portfolio construction, factor analysis, and other data-centric topics.
Alyx graduated from the University of California, Berkeley with a dual B.A. in Statistics and Economics. She is a CFA charterholder and is an active member of the CFA Society Los Angeles.
Harriet serves as ScopeFour’s investor relations contact and spearheads the firm’s communications efforts alongside Heather Beatty. She brings over 10 years of experience in investor relations as well as in public relations and responsible investments to the ScopeFour Team.
Prior to joining ScopeFour, Harriet worked at two public relations firms and advised investment management and corporate clients on strategic communications, responsible investing, and investor relations initiatives. From 2013 - 2021, Harriet worked in investor relations and marketing at three hedge funds: JANA Partners, Fir Tree Partners, and Sculptor Capital. In those roles, Harriet's responsibilities included managing daily interactions with investors and consultants, creating investor presentations and client letters, updating RFP and DDQ materials, and business development/fundraising.
Harriet’s focus on sustainability began while she worked at Sculptor Capital. Harriet helped to found Sculptor’s responsible investment working group and completed initiatives for the firm such as onboarding Sculptor as a UN PRI Signatory. She also hosted two webinars during her time in PR on recent sustainability and responsible investing trends and news.
Harriet received a BA in History from Amherst College and splits her time between New York and Los Angeles.
Ryan F Allard, PhD is a company founder, a researcher, a speaker, formerly a business consultant and trader. He also builds software.Ryan brings 10+ year expertise in transportation systems and climate change in the Caribbean, USA, and Europe. He led transport research that fed the New York Times Bestseller: "Drawdown: The Most Comprehensive Plan Ever Proposed to Reverse Global Warming". He also led teams that analyzed and modeled climate solutions in buildings and several other sectors that contribute to global warming. He has published international peer-reviewed research and presented at international conferences on mass transit, high-speed rail, car technologies, and systems design that encourages socially optimum behavior. Prior to this, Ryan worked in the business consulting (Trinidad and Tobago) and finance industries (US and Ireland). Ryan also volunteers with environmental, social, and educational nonprofits and his alma mater. Additionally, he helps educate the general public with lectures and writings in the local newspapers and online, and is regularly invited to join local and national committees related to sustainability in Trinidad and Tobago.
Educated in 4 countries across 3 continents, Ryan has had varied professional experiences working in academia, policy consulting, business consulting, and sustainability advising.
Ryan has PhD and MSc degrees in transportation systems (from the Technical University of Lisbon, in Portugal), and he also has a BSc degree in Aeronautical and Aerospace Engineering (from MIT in the USA).
Dr. Lalasia Bialic-Murphy is a Lead Scientist in the Crowther Lab at ETH Zurich. Lalasia’s research bridges fundamental and applied ecology, with an emphasis on comparative demography. A common thread throughout her work is to develop a more in-depth understanding of how changing climate conditions will impact species dynamics and biodiversity patterns. Her work is interdisciplinary and motivated by developing collaborative work to synthesize and communicate robust science that can be used to inform the global restoration movement. Lalasia received her Ph.D. in 2017 at the University of Hawai‘i at Mānoa and subsequently held positions as a postdoctoral scholar and research assistant professor at the University of Tennessee and the National Institute for Mathematical and Biological Synthesis. She is also a member of the advisory committee for the SEED Biocomplexity Index, which is a framework developed to measure the interconnectedness of nature that can be used to inform governments, companies, and financial institutions to quantify, monitor, and finance biodiversity at scale. In addition to her academic background, Lalasia has nine years of management experience running conservation monitoring programs and leading large-scale restoration efforts in Hawai‘i.
Minal Pathak is Associate Professor at the Global Centre for Environment and Energy at Ahmedabad University, India. She was a Senior Scientist with the Technical Support Unit of Working Group III of the Intergovernmental Panel on Climate Change (IPCC) from 2017-23. She has contributed to two IPCC Special Reports – ‘Global Warming of 1.5°C’ and ‘Climate Change and Land’, co-edited IPCCs Sixth Assessment Report and contributed to IPCC’s Synthesis report 2023. She has also contributed to other global assessments UNEP Emissions Gap Report 2023 and the UNEP Climate Technology Progress Report. She leads the South Asia Hub of the Urban Climate Change Research Network in partnership with Columbia University’s Earth Institute. She was a Visiting Researcher at Imperial College London from 2018-23 and has previously held a Visiting Scholar position at MIT. Her research focuses on climate change mitigation actions for urban settlements, transport and buildings and their co-benefits and interlinkages with development.
Seth is the Chief Scientific Officer at Rho Impact and the former Director of Impact Analytics at Rho Impact's predecessor, Rho AI. Seth was influential in the methodology and scientific development of the CRANE tool - an open-source software tool for assessing the carbon reduction potential of emerging technologies and ventures.
Danny Harvey is a Professor in the Department of Geography, University of Toronto, where he teaches courses related to climate, global warming, efficient use of energy and renewable energy. He first learned about the global warming problem 45 years ago, and has been following the issue and involved in it one way or the other ever since. His work has spanned climate and carbon-cycle modelling, energy use in buildings, transportation and the steel industry, and decarbonization scenarios. He was a lead author in Working Group III (“Mitigation”) for the IPCC 4th (2007) and 5th (2014) Assessment Reports, and has published 3 books related to energy and the transition to a carbon-free economy. Most recently, he has turned his attention to food, diet, greenhouse gas emissions, and related environmental issues.
Stacy Noblet is a senior fellow with the ICF Climate Center as well as a vice president with nearly 20 years of experience advising and supporting utility, federal, state, and municipal clients. Her expertise includes transportation electrification and other clean fuels and technologies, both in fleet and consumer applications.
Stacy earned her MS in environmental sciences and policy from Johns Hopkins University as well as undergraduate degrees in environmental studies and geography from Western Michigan University.
Martin Coughlan, CFA, CAIA is the founder of Acclinate LLC, a firm focused on advising and growing asset managers and fintechs. Martin spent over twenty years working at asset management firms globally. He has experience across the investment, distribution and operations functions. As a member of executive committees at three different asset managers, he is very much attuned to the challenges and opportunities that the buy-side faces.
Samantha Stephens has led the ESG practice at Cascade Asset Management since 2020. Previously, she spent five years in Paris and Boston covering energy, industrials, and utilities for Mirova, the affiliate of Natixis Investment Managers dedicated to sustainable investing. Her main areas of expertise include environmental and social risk analysis, carbon accounting, environmental credit markets, and governance of sustainability. Samantha graduated magna cum laude from Wellesley College with a BA in Physics, and from HEC Paris with a MS in Sustainable Development.
Amy Jones spent her 30-year career in the investment management industry, most recently as senior vice president and co-Head of Global Manager Research at Callan. In this role, she managed the team's ten asset class specialists, oversaw processes and operations, and conducted research on equity investment managers. In addition to her role in GMR, Amy focused on investment manager research, asset allocation, and implementation within the firm's Independent Adviser Group during her nineteen years at the firm. She served on Callan's Management Committee and Diversity & Inclusion Committee and was a shareholder of the firm. Prior to Callan, Amy spent several years at both Charles Schwab and Wetherby Asset Management. Amy retired in April of 2022 after a very fulfilling career.
Amy earned her BA in History from UCLA and her MBA from the Haas School of Business at UC Berkeley. She is Treasurer of the Archie Williams High School Falcon Foundation and sits on Scope Four Capital's Advisory Board. Amy and her husband, Greg, have three kids and reside with their German Shorthaired Pointer in Marin County, CA.
Janet C. Campagna is the retired Chair and CEO of QS Investors, an asset management company based in New York. Prior to founding QS Investors, Campagna was a managing director at Deutsche Asset Management serving as the Global Head of Quantitative Strategies and a member of the Global Operating Committee. She has over three decades of experience in asset allocation and quantitative management, having also spent a number of years at Barclays Global Investors and First Quadrant.
Dr. Campagna also has over 12 years of experience on non-profit boards, with a focus on educational institutions, including roles as Treasurer, and Chair of Development and member of Audit and Compliance, DEI, and Conflict of Interest Committees. Currently, she serves on the Board of Directors for Maine Public as interim Treasurer and is a Board member of the Maine Crafts Association, and is the Treasurer and a Board Member of the Mott Haven Academy in the South Bronx, a charter school specifically designed to meet the needs of at-risk students in the foster care and child welfare system. She also served for 6 years as a Trustee of the California Institute of Technology.
Campagna’s academic background includes a Bachelor of Science in economics from Northeastern University, a Master of Science from the California Institute of Technology, and a PhD from the University of California, Irvine.
Janet lives in Wells, Maine with her husband and has one adult daughter.
We believe that the success of any organization reflects the calibre, integrity, and dedication of its people. We have assembled a highly capable, tenured and passionate team of professionals.
Our Climate Council is a diverse group of climate scientists and academics that underscore the investment team’s science-led approach. It was established to deepen our perspective and stay current on evolving science, technology and initiatives.
Our advisory board is a tightly curated group of tenured professionals that work in partnership with ScopeFour executive leadership to support proper governance and offer guidance on strategic execution.
Sign up to gain access to our thought leadership and learn more about our six climate themes.
