Shanu Mathew
About

Expert at the intersection of climate change and financial markets

I'm currently a Senior Vice President and Portfolio Manager focused on Sustainable Investing at a $250 billion+ AUM investment manager. My job is to understand the global transition to net-zero and how to assess impacts, risks, and opportunities to individual companies and identify new investable sectors and companies as the world transitions to a more sustainable future.

I began working in the investment field in 2015. Prior to my current seat in 2021, I was a Vice President, Credit Analyst, and Head of ESG at First Eagle Alternative Credit, a $20 billion+ alternative asset manager. Previous experiences include Strategic Finance at Expanse (acquired by PANW for ~$1 billion) and Tech/Healthcare M&A banking at Evercore (~$40 billion of transaction experience).

I was recognized as a 2024 Notable Leader in Sustainability by Crain's Chicago Business. I'm a member of the Investment Committee at Evergreen Climate Innovations, a recurring guest on Wood Mackenzie's 'The Energy Gang' and other Energy Transition podcasts (100K+ episode downloads). I have a Bachelor of Science dual-degree in Accounting and Finance from the University of Illinois at Urbana-Champaign.

Career

Professional Journey

2015

Evercore

Tech/Healthcare M&A Banking

~$40 billion of transaction experience

2018

Expanse

Strategic Finance

Acquired by Palo Alto Networks for ~$1 billion

2019

First Eagle Alternative Credit

VP & Head of ESG

$20 billion+ alternative asset manager

2021

Lazard Asset Management

SVP & Portfolio Manager

$250B+ AUM — Sustainable Investing

In Action

Speaking & Conferences

Speaking at Grid Awakens - Joules & Duke Energy
2023 Climate & Capital Conference at NYSE
Presenting at Northwestern Kellogg School
mHub/GenAi Collective Fireside
Columbia/NYU Careers in Global Climate Finance
Lazard Climate Panel

“Spend each day trying to be a little wiser than you were when you woke up. Day by day, and at the end of the day — if you live long enough — you will get out of life what you deserve.”

— CHARLIE MUNGER

Mission

Helping people get smart on the world around them

My goal is to help people get smart on the world around them while saving them the most precious, finite resources we each have control over day-to-day: time and attention. I saw a market dislocation in that it's incredibly hard to consume high-quality, unbiased, insightful news in today's world that encourages ad-based, high volume, “clickbait-y” articles that often leave readers no better off than before having read it.

This website is meant to highlight the most high-quality content seen around the web and shared among a community of people that are intellectually curious about the world around them. In an era where there are simply too many information streams, my goal was to create one uniquely curated stream that will open your horizons, challenge your assumptions, and force you to think more deeply.

Outside of Work

Personal Interests

Avid reader and tweeter, run a newsletter, and enjoy analyzing businesses and industries.

Passionate about music (mainly rap/hip-hop), fitness, sports (NBA and NFL), the environment, travel, and learning.

Lived in Chicago, Houston, San Francisco, and London.

First generation American — parents emigrated from Kerala, India. Middle child with two sisters.

Expertise

Speaking Topics

AI & Power InfrastructureClimate Finance & ESG InvestingData Centers & Energy TransitionNet Zero Pathways & Carbon MarketsPublic Markets & Sustainability
Speaking at Kellogg Climate Conference