Watch our market update and Q&A hosted by market expert and Cresset’s Chief Investment Officer Jack Ablin and Cresset Co-Chairman and Founding Partner Doug Regan. Learn about current market trends and goals-based investing strategies to help insulate your portfolio.
Featured is Cresset Partners Executive Managing Director, Private Capital Chris Boehm and Managing Director, Private Capital Matt Mongia to give an outlook on the trends circling ESG / Impact Investing and how the impact is quantified.
About Matt Mongia
Matt is a Managing Director of Cresset Partners, where he focuses primarily on investments in the asset management and wealth management sectors, including strategic, non-control equity, and structured debt transactions.
Prior to Cresset, Matt founded SharpVue Capital, an investment management affiliate of Medical Mutual Insurance Company of North Carolina. As Managing Director he helped build the firm infrastructure and team that successfully launched a wealth management platform and funds focused on private equity, co-investments, and private real estate.
Previously, Matt was an Operating Advisor with Thoma Bravo, LLC, a private equity firm based in Chicago and San Francisco, where he led the firm’s effort focused on acquisitions of asset management and wealth management businesses and completed a majority-interest acquisition of Segall Bryant & Hamil, a Chicago-based asset management firm. Prior to joining Thoma Bravo, he was Managing Director of Religare Global Asset Management in New York, where he completed two majority-interest acquisitions of alternative asset management firms.
Earlier in his career, Matt was Managing Director at Vishwas Capital, and Director at Monsoon Capital, both private asset management firms that focused on public market investments in India. He also was a Senior Portfolio Manager for Franklin Street Partners and served in a variety of roles with Fidelity Investments.
Matt has been a member of the management board and operating committee of several asset management firms and holds a bachelor’s degree from Duke University.