Gold

Nili Gilbert, CFA, CAIA

Chairwoman | Investment Committee

Synergos Institute

Country or state

United States (New York)

Available to

Global

City

New York

Fee

Languages

English

Volunteer

Yes

Personal Details

Bio

Nili Gilbert, CFA, CAIA, is the Vice Chairwoman of Carbon Direct, a leader in scaling carbon management into a global industry through climate investment, technology, and client advisory.

She is also Chair of the US$150+ Trillion Glasgow Financial Alliance for Net Zero’s (GFANZ) Advisory Panel of technical experts, as well as a member of its CEO Principals Group. In addition to serving as a Chairwoman of both the David Rockefeller Fund and the Synergos Institute Investment Committees, Nili is an Independent Board Director of Brookfield Asset Management. She is also a Senior Advisor at Boston Consulting Group (BCG). Previously, she was Co-Founder and Portfolio Manager of Matarin Capital, which became one of the larger women-owned asset managers in the US. She also previously served as a member of the State of California’s Climate-Related Financial Risk Advisory Group and the Social Mission Board of Seventh Generation, a wholly-owned subsidiary of Unilever.

Nili is a member of the TED Vision Council and her TED Talk on climate finance has received nearly 2 million views. She has been honored as a World Economic Forum Young Global Leader, LinkedIn “TopVoice” in Finance, Entrepreneur of the Year by the National Association of Securities Professionals, and Bloomberg BusinessWeek “One to Watch.” She is a permanent member of both the Council on Foreign Relations and the Economic Club of New York.

Nili received her BA, magna cum laude, from Harvard University, her MBA from Columbia Business School, where she was a Toigo Fellow, and she has completed programs in leadership and sustainability at Oxford and Stanford Universities.

Current position (3)

Chairwoman | Investment Committee

Synergos Institute

Chairwoman | Investment Committee

David Rockefeller Fund

Board Member | Social Mission Board

Seventh Generation (a wholly owned subsidary of Uniliver)

Degrees (2)

Harvard University

1995 to 1999

MBA

Columbia Business School

2001 to 2003

Presentations

Presentations (5)

True Hedging

What does it mean for an investment to be truly hedged, and what are some ways of implementing true hedges?

Behavioral Alpha

Human emotions and bias create great investment opportunities. How can we build investment strategies that thrive from rather than succumb to these forces?

The Case for Long-term Investment

The thesis for long-term investing touches on behavioral finance, on shaping incentives for CEOs & management teams, on ESG & sustainable investing , and on the changing battleground for alpha generation in the fast-moving modern markets.

Net Zero / Portfolio Decarbonization

Climate Finance

All (6)
Videos (6)
Photos

The Unemotional Route to Behavioral Alpha - Nili Gilbert, Matarin Capital

Profit from 'uncomfortable' investments

Nili Gilbert, CFA, CAIA presenting the Irving Khan Lifetime Achievement Award

Gilbert: Market setting up for another reversal

Why Hire a CFA® Charterholder?

Risk Management

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Books & Articles (1)

Link to Numerous Press Items and Thought Pieces

Expertise (9)

Business

Global macro Quantitative Investing Stock Market ESG factor investing Hedge Funds Behavioral Finance Climate

Awards & certifications (8)

Young Global Leader

World Economic Forum

2017

Toigo Fellow

Toigo Foundation

2013

CAIA Scholar

100 Women In Hedge Funds

2006

CFA Charterholder

CFA Institute

2018

Entrepreneur of the Year

National Association of Securities Professionals (NASP)

2018

Bloomberg "One to Watch" for 2019

Bloomberg

2020

Grant Recipient

Hewlett Foundation

2020

$1M Hewlett Foundation Grant Recipient (alongside Wilshire)

Hewlett Foundation

Reviews

Testimonials (1)

CFA Society Seattle had the privilege of hosting Nili Gilbert at our Annual Economic Forecast Dinner on January 25, 2018. This is our society’s marquee event that gathers local investment professionals. Nili was part of a three-speaker line-up themed around the performance of financial markets with a focus on underlying economic drivers, behavioral factors, and impact investing considerations. The content Nili delivered—in both her presentation and panel Q&A—was detailed, yet concise, and exactly what we were looking to provide our members and guests. Nili was very active in the preparation for this event. She was available for conference calls and extremely responsive via email. We would highly recommend Nili if you are considering hosting an event aimed at the investment management profession. Dylan Kelly, CFA Past President | CFA Society Seattle
Dylan Kelly, CFA
Verified

Why choose me?

Intellectually robust content that's also accessible, useful and entertaining.

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