Adrian Wu

Managing Director

I have been passionate about identifying and investing in innovative technology disruptors throughout my professional career. At Inherent, I am grateful to be part of a team of exceptional individuals who want to drive this structural shift in sustainability and support corporations who share the same views. I personally aim to adopt this thinking towards investing in TMT and consumer companies, in both domestic and international markets. I believe that companies that are ESG compliant and aware are better positioned to succeed in an increasingly complex global political and economic environment. Away from work, I enjoy outdoor activities, travel, food and non-mainstream music (e.g., French rap and old school K/C-pop).

Key past roles:

Jericho Capital, Senior Analyst
Silver Lake Partners, Private Equity
J.P. Morgan, Investment Banking

Social/charitable interests:

Diversity and inclusion
Equal education access
Climate change

Education:

McGill University, Honours BCOM

Chelsea Rossetti

Managing Director

Chelsea Rossetti

Managing Director

Businesses and industries in transition have created some of the most exciting investment opportunities I’ve encountered in my career thus far. The social and environmental changes that companies face today are similarly creating compelling investable opportunities. And, I am excited every day to help further Inherent Group’s mission to impact how companies and investors incorporate sustainability. At Inherent I spend my time focused on opportunities across the capital structure, where our ESG framework sets our underwriting apart. Outside of the office, I’m an adult gymnast and avid fan of the sport. When I’m not on a balance beam, I can be found having dumplings in Chinatown or at a Brooklyn Nets game.

Key past roles:

Roystone Capital, Research Analyst
Angelo Gordon, Distressed Associate
Jefferies, Investment Banking Analyst

Social/charitable interests:

Gender and racial equality
Financial inclusion

Education:

New York University, BS, Finance & Information Systems

Dan Carroll

Managing Director

Dan Carroll

Managing Director

I’ve always been curious about how things work, whether they be natural processes, machines, or organizations. My favorite part of investing is being introduced to new businesses and figuring out how they work. Once I get an idea of that, my most important question as an investor is: are they built to last? Integrating ESG considerations is a natural part of that analysis. I’m also a total accounting nerd, and love to get into the weeds of financial statements. I’m happily married with a recently arrived baby boy and live on the Upper East Side where, in my spare time, I enjoy watching terrible TV shows (as defined by my wife).

Key past roles:

Tinicum Incorporated, Principal
Merrill Lynch, Investment Banking Analyst

Social/charitable interests:

Energy Transition
Environmental Conservation

Education:

Georgetown University, BS

Danielle Schaefer

CFO

Danielle Schaefer

CFO

Being part of the management team at Inherent Group feels like a reward for my efforts throughout my career to align what is good for business with my personal values. I believe the investing community has an important role in aligning the interests of businesses with solutions that it can provide to improve society. When done correctly, businesses thrive and shape a better future for the next generation. Everyone wins! I am married with three daughters. We live in NYC and have several (translation: too many) pets. There is a long list of things I always plan on doing outside of work, but most often I can be found bringing people together around a meal.

Key past roles:

Stone Lion L.P., Chief Operating Officer and Chief Financial Officer
Bear Stearns, Senior Managing and COO of Credit Trading and Origination

Social/charitable interests:

Partnership Schools (advisory board member of a K-8 school in the South Bronx)
Girl Scouts (leader and coordinator of largest group in NYC)

Education:

Pace University, MBA
Pace University, BBA

Designations:

CPA
CFA charterholder

Fatima Martins

Executive Assistant

Fatima Martins

Executive Assistant

As an executive and personal assistant at Inherent, I’m excited to be part of a business with a positive impact on the environment and society. Curious and determined, I am able to do what I love most every day: constantly learning by working side by side with great minds. I am a fierce advocate for multiculturalism and diversity and I’ve had the opportunity to live in four different countries. I’ve just returned home to Lisbon after 10 fabulous years in Singapore where I found my calling for executive support. Out of the office, there’s nothing I love more than to spend time with my family, travel the world and sit at a big table surrounded by friends. Optimistic by nature, I always see the bright side of life, and every challenge pushes me beyond.

Key past roles:

Servdebt CAM, EA
Sonangol Asia Ltd, EA
Barclays Bank PLC, Business Account Manager
Axa Private, Private consultant

Education:

University of Coimbra, BA

Social/charitable interests:

Positive youth development and equality in education
Equal access to mental health support
Diversity and inclusion

Lucia Wang

Vice President

Lucia Wang

Vice President

For me, the most engaging part of investing has always been picking apart and piecing together information to understand businesses. From shifting regulatory landscapes to competitive dynamics, there are many variables to evaluate in good underwriting, and in today’s ever changing world, sustainability is increasingly important to driving returns. At Inherent, I’m excited to leverage both business and ESG underwriting to pursue opportunities across the capital structure. Outside of the office, I love to travel and scuba dive, going off the beaten path to trade the concrete jungle for the natural jungle. Whether in NYC or elsewhere, I’ll always make some extra time to find great hole-in-the-wall eats.

Key past roles:

Goldman Sachs, Special Situations Group
Goldman Sachs, Investment Banking

Social/charitable interests:

Climate change
Education access

Education:

Princeton University, BSE

Michael Ellis

COO/CCO

Michael Ellis

COO/CCO

Since seeing miles of wind farms generating clean power while on a trip to Germany in 2003, I have dedicated my career to helping business improve people’s lives and the environment. At Inherent Group, I focus on our carbon- and water-related investments. I also run our firm's operations along with our CFO and work on ESG integration in our investment process. I live in Connecticut with my wife and two children.

Key past roles:

Cleantech Group, EVP
Katzenbach Partners, Engagement Manager

Selected board memberships:

Arbor Brothers (supports non-profits that fight the root causes of poverty)
Inherent Foundation (focused on innovative finance for social enterprises)
Catchafire (volunteer and capacity-building platform)

Education:

Harvard Business School, MBA
Yale College, BA

Priti Jajoo

Controller

Priti Jajoo

Controller

Being part of the asset management industry has afforded me the opportunity to learn and understand a variety of business models and investment structures. I enjoy supporting the investment and broader team from an accounting and operations lens. At Inherent Group, I feel fortunate to bring together my professional experience and interests to a team dedicated to ESG focus in their investment strategies. I am excited to align myself with such a mission-driven organization that can make a meaningful impact.

Key past roles:

Pershing Square Capital, Controller
TPG Opportunities Partners, Fund Controller
Ernst & Young, Senior Auditor

Social/charitable interests:

Diversity & Inclusion
Equal Educational Access

Education:

University of Virginia, MAcc
University of Georgia, BBA

Designations:

Samantha Strachan

Associate, Compliance & Operations

Samantha Strachan

Associate, Compliance & Operations

One of my favorite things about compliance has been its ability to make use of my legal and regulatory interests while still being in the financial industry. It does it in a way that always leaves you with something new to learn. Inherent has allowed me to use my professional interests to support a team using an ESG lens to drive investments and make a difference. While I try to travel and explore as often as I can, I also find enjoyment in painting in my backyard with a Netflix series on in the background.

Social/charitable interests:

Letters against Isolation
Food education for kids

Education:

Pace University, MBA
Baruch College, BBA

Tony Davis

CEO & CIO

Tony Davis

CEO & CIO

I’m passionate about investing and giving back, and I feel so fortunate to be able to combine the two at Inherent Group. I believe business can and must lead on environmental and social issues. And I believe it’s good for business as well. At Inherent, I have the honor to lead a great team of people dedicated to investing for profit, with purpose. I sit on our investment committee and oversee our engagement activities. I’m married with two young kids who keep me plenty busy, but when I can I love to sneak away for nature sports: skiing, mountain biking, and kiting.

Key past roles:

Anchorage Capital Group, Co-founder, President and Portfolio Manager
Goldman Sachs, Portfolio Manager and Investment Banker

Selected board memberships:

Achievement First (charter management organization closing the achievement gap)
Orion Engineered Carbons (NYSE: OEC)
Ceres (a climate NGO)
Inherent Foundation (focused on innovative finance for social enterprises)

Education:

Wharton Business School, MBA
The Lauder Institute at the University of Pennsylvania, MA
Brigham Young University, BS

Inherent Foundation

Mali Locke

Managing Director, Inherent Foundation

Former Director of Development, City Fund

Mali Locke

Managing Director, Inherent Foundation

Former Director of Development, City Fund

Mali Locke is the sole Managing Director of Inherent Foundation. Most recently, she was the founding Director of Development at the City Fund, a national philanthropy focused on education reform. Mali has held multiple senior roles in philanthropy including as Director of the Milken Institute Center for Strategic Philanthropy, where she led the center’s design thinking and workforce development in higher education initiative. She started and led the development team at CityBridge Education, focusing on large institutional gifts. Previously, Mali was the Director of the Maverick Capital Foundation at Maverick Capital in New York City. She started her career in philanthropy at the Robin Hood Foundation, where she was a Senior Program Officer on the education team. She has a BA in French Literature from Yale University and an MS in Organization Change Management from the Milano School of Policy, Management, and Environment at the New School University.