HEATHER BEATTY
Los Angeles,CA
Summary
Experienced executive with track record of driving strategic growth in complex business environments. Over 20 years of experience in public and private markets institutional capital raising, marketing and distribution strategy. Also skilled in leadership, financial management, and operational efficiency. Acknowledged as a thought leader in sustainable finance, consistently contributing insights to the industry through various media and speaking engagements. Known for problem-solving, strategic vision, and effective communication.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Chief Executive Officer & Founder
ScopeFour Capital
06.2022 - Current
- Founded and built a climate-focused investment management platform from inception.
- Launched flagship global equity strategy (2023), non-US strategy (2024), and incubated water strategy (2025).
- Developed proprietary climate solutions investment universe, taxonomy and repeatable, science-led investment process.
- Closed $1.375M pre-seed round and secured $20M anchor client; added to top-tier consultant buy list.
- Established Climate Council and Advisory Board; positioned ScopeFour as an industry thought leader.
- Featured in media, conferences, and podcasts for investment insights and leadership.
- Established cost-effective foundational processes for business operations including favorable contracts with suppliers and vendors
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Drove continuous improvement by fostering a culture of collaboration, accountability, and open communication .
- Developed and executed comprehensive marketing campaigns including white papers, webinars and short-form articles.
- Established key strategic partnerships with industry leaders to enhance business development opportunities.
Global Head of Consultant Relations, SVP
First Eagle Investment Management
09.2019 - 06.2022
- Established and led consultant relations channel; set global strategy across institutional landscape.
- Secured 90% of institutional mandates during COVID-19; led Tier 1/2 consultant engagement nationwide.
- Built strategic partnerships with top tier consulting firms, deepening relationships and seeding new investment vehicles.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Spearheaded climate council.
Vice President, Institutional Sales & Consultant Relations
First Eagle Investment Management
03.2016 - 08.2019
- Led West Coast and Midwest business development; seeded underperforming strategies with success.
- Acted as portfolio specialist for manager research and spearheaded finals presentations.
Vice President, Institutional Sales
TCW
04.2015 - 02.2016
- Revived and grew Tier 1 institutional relationships including Chevron and Disney.
Co-Director, Global Consultant Relations
Thornburg Investment Management
12.2010 - 04.2015
- Built and co-led global consultant relations platform; seeded multiple vehicles through consultant network.
- Launched London office, improved brand visibility, created white papers and educational content.
Business Development Manager
Palisades Investment Partners
03.2007 - 11.2010
- Developed and executed consultant-focused sales strategy; sourced and retained major institutional clients.
- Won $140M mandate during low-return environment; led all relationship management and marketing.
Education
M.S. - Environmental Management
Duke University
B.A.S. - English Literature
Miami University of Ohio
Skills
- Public and private market investing
- Consultant relations
- Capital raising
- Portfolio strategy and development
- Climate finance
- Organizational leadership
- Strategic visioning and planning
- Operating budgets
- Branding and marketing
- Speaking engagements
Affiliations
- Strategic Advisor to Rho Impact
- Advisory Committee Member for Project Drawdown Explorer Module
- Board Member for Grades of Green
- Co-Founder & Former President, Women in Institutional Investments Network (WIIIN)
Certification
CAIA Certificate
Series 65 License
Timeline
Chief Executive Officer & Founder
ScopeFour Capital
06.2022 - Current
Global Head of Consultant Relations, SVP
First Eagle Investment Management
09.2019 - 06.2022
Vice President, Institutional Sales & Consultant Relations
First Eagle Investment Management
03.2016 - 08.2019
Vice President, Institutional Sales
TCW
04.2015 - 02.2016
Co-Director, Global Consultant Relations
Thornburg Investment Management
12.2010 - 04.2015
Business Development Manager
Palisades Investment Partners
03.2007 - 11.2010
B.A.S. - English Literature
Miami University of Ohio
M.S. - Environmental Management
Duke University
Advisor Work
Strategic advisor for Rho Impact, a climate tech company working with investment firms and capital allocators on what impact technologies will have as they scale.
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