Chat with Harshad Lalit, Vice President at Rockefeller Capital
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Chat with Harshad Lalit, Vice President at Rockefeller Capital

Jul 28, 2021 • 53 mins

Joel Palathinkal engages with Harshad Lohland from Rockefeller Capital Management to explore his career journey from India to the US finance sector, highlighting his transition from tech to quantitative finance. They delve into ESG investing, discussing its historical context, empirical evidence, and performance. Harshad shares insights on Rockefeller's quant strategy and the intersection of his PhD work with entrepreneurship. The episode also covers funding and commercializing academic research, with a focus on ESG trends and impact investing. An audience Q&A session provides further exploration on ESG integration across sectors. Closing remarks include a preview of upcoming episodes.

Harshad is a quantitative researcher, with a focus on alpha research with equity multi-factor models. Developer of the US All Cap Bloomberg Rockefeller Multi-Factor ESG Improvers Index. The index seeks strategic tilts towards Quality and ESG momentum while maintaining low ex-ante volatility

He finished his doctoral studies in the School of Aeronautics and Astronautics Engineering, Purdue University. His work was focused on applying computational and statistical techniques to study fluid mechanics problems, typically the complex interactions between chaotic fluid flows and soot formation in reacting systems.

Rockefeller Capital Management is a leading independent financial services firm offering global family office, wealth management, asset management, and strategic advisory services to ultrahigh-net-worth individuals, families, institutions, and corporations. 

The firm is responsible for approximately $75 billion in client assets, as of March 31, 2021. Headquartered in New York City, the Firm also has offices in Atlanta, Boca Raton, Boston, Cleveland, Chicago, Cincinnati, Dallas, Greenwich, Hamilton, Houston, Los Angeles, Mountain View, Paramus, Philadelphia, Salt Lake City, San Francisco, Saratoga Springs, Scottsdale, Washington, DC, and Wilmington, DE.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en\_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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