Speaker:
Tom Steyer - Co-Founder and Co-Executive Chair of Galvanize Climate Solutions

Tom Steyer is the Co-Founder and Co-Executive Chair of Galvanize Climate Solutions, alongside Katie Hall and Secretary John Kerry.

Galvanize is a global, multi-strategy investment firm focused on the energy transition, grounded in the belief that financial returns and climate impact are inherently linked. Central to the firm’s thesis is the goal of generating outsized returns by investing in products and services that are cheaper, faster, and better.

Tom has been a professional investor for over 40 years. He began his investment career at Goldman Sachs, working with Bob Rubin in the early days of risk arbitrage, before moving west to San Francisco in 1986.

There, Tom founded Farallon Capital Management, a multi-strategy global investment firm, which he led until 2012. During his tenure, he grew the firm’s assets from $6 million to $36 billion. At the same time, he served as a partner and Investment Committee member at Hellman & Friedman, a multi-billion-dollar private equity firm.

After stepping down from Farallon, Tom dedicated himself to climate action. He is the Co-Founder of Beneficial State Bank, a triple-bottom-line community development financial institution founded in 2007, which now manages over $1 billion in assets. He is also the Founder of NextGen America, the largest youth voter mobilization organization in American history.

Most recently, Tom was a 2020 Democratic presidential candidate and, beginning in April 2020, served as Co-Chair of Governor Gavin Newsom’s Business and Jobs Recovery Task Force. He also co-chaired Vice President Joe Biden’s Climate Engagement Advisory Council to help mobilize climate-focused voters.

Moderator:
Cosmin Lucaci, CFA

In his teens, Cosmin learned about investments by reading the business section of The Chicago Tribune. At fifteen, a chance reading of the Financial Times led him to the realization that he wanted to have a career in investments.

Cosmin matriculated at Northwestern University where he majored in Economics and Political Science. He continued his graduate studies at The University of Chicago’s Booth School of Business where he earned an MBA. Cosmin is also a CFA charterholder.

Prior to joining BRF, Cosmin was at the Federal Reserve Bank of Chicago. He worked on several projects, including co-authoring a study with Fed economists that was published in the Journal of Financial Services Research.

As BRF’s Director of Research, Cosmin leads manager selection and monitoring for public managers and plays an important role in crafting the firm’s strategy for alternative investments.  

Outside of work, Cosmin enjoys civic service, connecting people, and giving back. Cosmin has served on the Trustee/Director Boards of several civic organizations, including The UL Boys and Girls Club, Chicago Engineers’ Foundation, CFA Society of Chicago, and the Chicago Booth School of Business Alumni Club. Cosmin is a member of The Chicago Club, The Executives’ Club of Chicago, and the Union League Club of Chicago.

Committee Service

• Investment Strategy Committee
• Private Investments Committee
• Public Markets Committee

Agenda: 
11:30 a.m. - Registration and Networking
12:00 (Noon) - Welcoming and Begin Conversation
12:55 p.m. - Audience Q & A 
1:00 p.m. - Conclusion

Fee*: 
Members - $70
Non-Members - $90
Student Members - $30
Please note: No Webcast Available

*Function Tickets can be used

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Luncheon Served 
 
Lunch will be served before and during the conversation.