ESG & Investment Management -

Research Newsletter

I’m a licensed CPA with 10 years of experience practicing across the public and private sectors where I’ve helped clients resolve complex accounting problems in accounting, finance, and information systems. As an independent researcher and prospective PhD candidate, 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 will be exploring how corporate boards make decisions as ESG becomes more prevalent amongst the broader investing public.

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:

  • Source: My LogiIQ

    The Board’s Role in AI and Sustainability

    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.

    This is an article about the role of boards of directors in overseeing artificial intelligence (AI) and sustainability. It discusses the challenges and opportunities that AI and sustainability present for businesses.

    Read the Article Here

  • 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.) LLMs now write lots of science. Good

    2.) Research into trans medicine has been manipulated

    3.)Non-white American parents are embracing AI faster than white ones

    4.) Is artificial intelligence making big tech too big?

    Read my Blog
  • (Source: SCOTUSblog)

    #SCOTUS - Chevron v. Natural Resources Defense Council

    This is an article about the Supreme Court striking down the Chevron doctrine. It discusses the court’s reasoning and the potential impact of the decision. The Chevron doctrine allowed federal agencies to interpret the laws they administer. The Supreme Court believed the doctrine was inconsistent with the Administrative Procedure Act and the Constitution. Justice Kagan dissented, arguing that agencies have expertise in interpreting complex laws. This decision will likely have a significant impact on environmental regulation and other areas.

    SCOTUS Blog

  • 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.

    LinkedIn Blog Here