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For investment professional use only. Not for inspection by, distribution or quotation to, the general public.
Source: Integrating Biodiversity into Natural Capital Assessments, Capitals Coalition and Cambridge Conservation Initiative, 2020; Biodiversity Resource Guide, AllianceBernstein (AB), August 2022.
For investment professional use only. Not for inspection by, distribution or quotation to, the general public.
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
Sara Rosner is a Senior Vice President and AB’s Director of Responsible Investing Research. In this role, she collaborates with investors across the firm to lead thematic research on material ESG issues. She also manages the development of training and programming on issues related to responsible investing, focusing on enhancing investors’ ability to integrate material environmental, social and governance considerations into their decision-making and investment processes. Rosner has created and implemented AB’s Climate Transition Alignment Framework. She co-chaired the firm’s working groups on the energy transition, ESG research and biodiversity, managing firmwide initiatives on climate scenario analysis, carbon offsets and ESG education and training. Prior to joining the firm in 2018, Rosner performed research for the Columbia Center on Sustainable Investment, where she worked on projects related to the United Nations Sustainable Development Goals and renewable energy alternatives in the extractive industry. She spent most of her early career as a journalist covering energy and infrastructure finance in the Americas for Euromoney Institutional Investor. Rosner holds a BS in international studies (magna cum laude) from Pepperdine University and an MS in sustainability management from Columbia University. She is a global member of 100 Women in Finance and a financial literacy volunteer. Rosner was named one of Crain’s New York Business Notable Leaders in Sustainability 2023. Location: New York
Patrick O'Connell is a Senior Vice President and Director of Fixed Income Responsible Investing Research. In this role, he is part of the leadership team that develops responsible investment strategy across AB's Fixed Income business, particularly related to integrating environmental, social and governance considerations throughout the team's research and engagement. Previously, O'Connell served as a corporate credit research analyst, focusing on emerging-market corporates in Latin American and African countries. He joined the Emerging Markets research team in 2013 after working as a credit analyst covering US high-yield energy credits at AB. Prior to joining the firm in 2012, O'Connell was a desk analyst at UBS Investment Bank, where he helped to allocate capital on the trading desk. He holds a BS in accounting and finance (magna cum laude) from Villanova University and is a CFA charterholder. Location: New York
David Tsoupros is a Senior Research Analyst for Concentrated Growth. Before joining AB in 2013, he was an analyst on the US equity research and portfolio-management team at WPS Advisors. Prior to that, Tsoupros spent four years as a senior healthcare analyst at Roaring Brook Capital. He began his career with Merrill Lynch in 1998 and finished his tenure there as an equity research analyst specializing in the healthcare sector. Tsoupros holds a BA in history, with a minor in economics, from the University of Virginia. He is a CFA charterholder, a member of the CFA Institute and an SASB FSA (Fundamentals of Sustainability Accounting) Credential holder. Location: New York
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