Chief Investment and Financial Officer
As chief investment and financial officer, Margot manages all investment activity of Closed Loop Fund, including due diligence and portfolio management. She also oversees risk management and corporate finance for the Fund and related entities, and informs strategic planning and business development. Margot recently hails from Calvert Social Investment Foundation, an impact investment fund that has successfully invested over $1 billion globally for social good over the past 21 years with a cumulative loss rate of less than 2%.
At Calvert Foundation, Margot led corporate strategy and fundraising, and developed investment partnerships with a wide array of institutional investors and philanthropic partners. She also managed the innovation function at the Foundation, including launching a pioneering women’s empowerment portfolio and developing a climate change investment strategy.
She has worked in a commercial lending capacity at a bank focused on developing low-income communities, and spent several years working for an NGO specializing in women’s health in developing countries.
Margot earned her M.B.A. from University of California-Berkeley and a B.A. from Macalester College in St. Paul, Minnesota.