Developing and advancing marketing strategy...

~public outreach ~strategic advisory roles ~partnership development ~bespoke communications

At the intersection of energy, technology, and resources

Perpetual R&D translates into cutting-edge work for clients (Dallas Fed 11/13/24)

For firms, institutions, start ups and investment funds

• Strategic marketing and communications

• Partnerships development

• Executive, advisory and strategy roles

• Work with founders and executives

• R&D, due diligence

• Frontier tech and/or investor market development

• Product development

Example Types of communications projects

Expert interviewing skills, 400+ academics, diplomats, CEOs, founders, executives, scientists

Strategic writing assignments

Speaker, moderator and curator of events or panels. (See About)

Advisory and participation (when relevant) for events

Productions and presentations

White papers for investors and new approaches

Translating ideas

“Driven by intellectual curiosity, she operates in a left brain-right brain world. She is wildly creative but equally as passionate about unearthing data to confirm (or disprove) her ideas…

…It was important to keep things at a high level of sophistication and give readers the value that only she can deliver. She spent months doing research and interviews before fitting the puzzle pieces together.

Historical Precedences: Original Scores

Historical Precedences

Original Scores

1989

First Demand Analysis in the United Kingdom

As an LSE master's student, conducted financing analysis of virtually nonexistent private insurance market.

1993-2009

First White Paper

Foundational piece spanning from 1993 to a 2009 presentation to the world's largest pension funds. Utilized for corporate seminars, sales materials, and lobbying, discussing forces leading to insurance market development.

2003-2025

Early Internet Knowledge Site

Developed and served as editor for 22 years of a successful academic institution's business school knowledge site. Led research in information technology, operations management, and finance.

2007-2008

First Mass Media Shale Gas Boom Story

Authored one of the first breakout stories covering the emerging shale gas boom for mass media audiences.

2013-2014

First Permian Basin Public Story

First breakout story introducing the Permian Basin to the public at large, including retail and institutional investors.

2005-Present

Large-Scale Infrastructure Finance

Comprehensive publishings on infrastructure finance and development with global applications, covering energy, water, transportation, and digital infrastructure.

2014

Nascent Green Bond Market White Paper

Created white paper for publicly traded firm HASI to provide board understanding of the emerging green bond market.

2017

New Oil-Related Index ETF Fund (BOON)

Developed white paper for BP Capital explaining the rationale and intricacies of the new BOON fund.

Strategic Roles with Impact: A case Study

From the late 90s onward, I worked between the CEO and executive-level CMO, essentially in a strategy and data analytics role in financial services products and national marketing. The products were complex, expensive and required considerable education to market and sell. Through R&D efforts, I helped creatively translate findings into product development, business strategy and successful integrated, marketing campaigns. This early thought leadership work was put uniquely into action through 2000-2010 in a large family-owned business that partnered with major insurers such as Allianz, Travelers and others. From of this knowledge, an evolving white paper that spanned ~20 years, was presented to the largest pension funds in the world. I still own domains specific to the work related to portfolio development. Since then, other domains have been collected.

A client utilized my full range of writing, strategy and communications skills across 2022-24.

Large-scale resources dev marketing

Strategic project-deal pioneering for long-lived assets, portfolios’ development, due diligence and the communications that accompany them. Details upon request. Natural capital work.

Expertise