ESG & Investment Management -
Research Newsletter
I’m a licensed CPA with over 8 years of experience practicing across the public and private sectors where I’ve helped clients solve complex problems in accounting, finance, and risk management. As an independent researcher and prospective PhD student, I’m currently pursuing interdisciplinary research in the field of accounting related to shareholder activism, information disclosure, and financial economics.
Through empirical research considering the United Nations' Sustainable Development Goals (SDGs) and the principles of Environment, Social, and Governance (ESG), I’m exploring how corporate boards make decisions.
My research objectives include:
1.) measuring the effects of ESG disclosure on financial market outcomes and analysts behaviors,
2.) understanding how stakeholder capitalism affects corporate strategy & organizational behavior, and
3.) leveraging archival ESG datasets to inform accounting standard setting & economic regulatory policy.
This newsletter includes my thoughts on current research, relevant news, and other emerging topics. Check it out below!
Straight from the Source:
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ESG Engagements in 2024
Harvard Law School Forum on Corporate Governance publishes top research related to field of corporate governance. Each week, I’ll be sharing links to a recent ESG related post along with an analysis on the topic and resources for others interested in exploring further.
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My Reading List - Economist June 29
Each week, I share key takeaways from the most recent edition of the Economist. In this week's publication, four articles stood out to me which are linked below:
1.) What to make of Joe Biden’s plans for a second term
2.) LLMs now write lots of science. Good
3.) Research into trans medicine has been manipulated
4.)Non-white American parents are embracing AI faster than white ones
5.) Is artificial intelligence making big tech too big?
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Public Policy - Climate News & Current Events
On May 28, the U.S. Secretary of the Treasury (Janet Yellen), Department of Agriculture Secretary (Tom Vilsack), Department of Energy Secretary (Jennifer Granholm), Senior Advisor for International Climate Policy (John Podesta), John Podesta, Senior Advisor to the President for International Climate Policy, National Economic Advisor (Lael Brainard), and National Climate Advisor (Ali Zaidi) issued a Joint Policy Statement which outlines 7 principles for enhancing trust & credibility within the Voluntary Carbon Markets.
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A Finance Professional's Journey: From Auditing to Transforming Charter School Finances
After honing my skills in the public accounting sector, I embarked on a challenging and rewarding path overseeing the finances of Washington D.C.'s public charter schools. This pivotal role led me to implement innovative solutions to enhance financial oversight and transparency across the sector.
In this article here, I'll delve into the strategies I deployed to safeguard the financial health of these schools, share the resulting data-driven insights, and discuss the challenges encountered along the way.
