Climate Change and Ways to Leverage ESG

Mr. Aghdasi is a senior analyst engaged in research for GMO’s Emerging Country Debt team. He primarily conducts research in sovereign credits, with a primary emphasis on the Latin American and Caribbean regions and spearheads the team’s sovereign ESG integration efforts. Prior to joining GMO in 2018, he worked at State Street Global Markets as an emerging markets strategist. Previously, he worked at Societe Generale CIB and UBS Investment Bank in similar roles. Mr. Aghdasi earned his bachelor's degree in Economics and International Relations from Tufts University, his MBA from MIT Sloan School of Management, and his MPA/ID from the Harvard Kennedy School.

Mr. Bekemeyer is engaged in portfolio management and research for GMO’s Usonian Japan Equity team. Prior to joining GMO in 2021, he was a portfolio manager at Oaktree Capital Management. Previously, he was an analyst at Taiyo Pacific Partners, and prior to that was an investment banking associate at J.P. Morgan Securities. Mr. Bekemeyer earned his bachelor's degree in East Asian Studies from Harvard University, his MBA in International Financial Economics and MA in International Studies from the University of Pennsylvania. Mr. Bekemeyer is proficient in Japanese.

Mr. Friedman is a member of GMO’s Asset Allocation team and a partner of the firm. Prior to joining GMO in2013, he was a senior vice president at AllianceBernstein. Previously, he was a partner at Arrowpath Venture Capital and a principal at Technology Crossover Ventures. Mr. Friedman earned his bachelor's degree in Economics from the University of Pennsylvania and his MBA from Harvard Business School.

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Dr. Heelan is a researcher at GMO and is responsible for ESG-related quantitative analysis across the firm’s investment product strategies and asset classes. Previously at GMO, he was the Machine Learning Development Lead for the Investment Data Solutions team. Before joining GMO in 2020, he was a senior quantitative research associate at Brown University where he worked in the Neuroscience Department using cloud computing and machine learning to analyze large-scale brain data sets. Dr. Heelan earned his bachelor's degree in Electrical Engineering and Biomedical Engineering from Vanderbilt University, and his MS in Innovation Management and Entrepreneurship and Electrical Engineering and PhD in Electrical Engineering from Brown University.

Ms. Ng is the Head of ESG and Sustainability at GMO. Prior to joining GMO in 2022, she was the Head of Responsible Investing at Ontario Teachers’ Pension Plan (OTPP), where she spent more than 18 years. At OTPP, Ms. Ng developed and led the Plan’s Responsible Investing Strategy and climate change initiatives and headed OTPP’s Responsible Investing team. She was responsible for key deliverables across several pillars, including climate change and ESG thought leadership and innovation, ESG integration frameworks and tools, and corporate engagement. Ms. Ng and her team also provided insights and subject-matter expertise to the global direct investment teams. Previously at OTPP, Ms. Ng was part of OTPP’s Strategy & Asset Mix team, where she focused on the research, evaluation, and introduction of innovative asset allocation strategies designed to help meet the Plan’s long-term liability objectives. Ms. Ng currently sits on the Investment Committee of the United Church Pension Plan and is a past board member of the Global Real Estate Sustainability Benchmark (GRESB BV). Prior to her years at OTPP, she founded Acuity Communications, assisting investment firms such as UBS Securities, CIBC WM, and Desjardins Securities with their investment research requirements. Ms. Ng earned her Bachelor of Commerce and Master of Finance from the University of Toronto, where she was also awarded with a Directors Award from the Rotman School of Management. She is a CFA charterholder.

Mr. Sobolev is a senior analyst engaged in research for GMO’s Emerging Country Debt team. He conducts research on complex financing structures and corporate credits, with a primary responsibility for state-owned enterprises (“quasi sovereigns”) in Latin America and China. Prior to joining GMO in 2018, he worked as an investment banker at ING in London, structuring public and private debt instruments for EM corporate borrowers. Mr. Sobolev earned his BS in Economics from University College London and his MS in Management from Imperial College London. He is a CFA charterholder.

Mr. Ulukan is a senior analyst engaged in research for GMO’s Emerging Country Debt team. He conducts research on complex financing structures and corporate credits, with a primary focus on state-owned enterprises (“quasi sovereigns”) in Asia, Emerging Europe, Middle East, and Africa.  He is also the team’s expert on banks and financial firms. Prior to joining GMO in 2015, he was an associate for East Asian Financials at The World Bank Group, where he participated in Financial Sector Assessment Programs jointly with the IMF. Previously, he was a Private Equity Analyst at Grea Ventures. Mr. Ulukan earned his bachelor's degree in Economics from the University of California, Irvine and his MBA from the George Washington University School of Business. He is a CFA charterholder.

Mr. White is the lead portfolio manager for the Resources and Climate Change strategies. He is a member of GMO’s Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management for the Global Equity team, including responsibilities for the Quality, Tactical Opportunities, and U.S. Growth strategies. Prior to joining GMO in 2006, he worked at Standish Mellon Asset Management and MFS. Mr. White earned his bachelor's degree in Economics and Psychology from Duke University. He is a CFA charterholder.