Industrials Research & AI-Driven Modeling

HEATHER LANGSNER

Industrials Sector Specialist · Equity & Comps Research · Long/Short Portfolio Calls · DAC & CCUS Technical Diligence Brooklyn, NY · 917-***-**** · *******.********@*****.*** · linkedin.com/in/heatherlangsner · github.com/hlangsner1 · heatherlangsner.substack.com Industrials sector specialist with two decades of Wall Street coverage – equity research, comps and DCF modeling, portfolio management, and actionable long/short calls – paired with a technical engineering edge most Industrials analysts lack. Advanced from Analyst to Director of Research covering Industrials, Chemicals, Energy, Semiconductors, Aerospace & Defense, Renewables, and Cleantech at Innovest Strategic Value Advisors

(acquired by MSCI), delivering valuation-relevant ratings on 3,500 companies to Goldman Sachs, Morgan Stanley, UBS, Fidelity, and Citi. Advised the Dubai Development & Investment Authority on renewable energy and carbon management strategy, then moved to Groupe La Française des Placements in Paris, advancing from Senior Analyst to Portfolio Strategist to Portfolio Manager on Carbon Zero (€65B AUM) alongside Ariane Mahler. Returned to New York to co-launch and co-manage a $1M closed-end Climate Resilience Fund with Mahler at Inventiv Capital Management. At YvesBlue, delivered actionable long and short Industrials and Energy picks to institutional portfolio managers through deep-dive sector reports and an award-winning suite of climate and carbon analytics and system dynamics risk modeling she designed and built. Differentiated by U.S. DOE Technical Merit Review of Direct Air Capture and CCUS proposals – the industrial-engineering-level judgment behind calls like which Industrials issuer is headed for a throughput-driven earnings restatement, or which E&P operator is about to write down a drilling-procedure misjudgment. Building AI-powered error-detection tools with Base44 and porting outputs into Neon – automation grounded in years of catching those same errors by hand

– to speed up comps and modeling work. Columbia dual M.S. (Chemical Engineering, in progress; Environmental Sciences & Industrial Engineering). CORE COMPETENCIES & SELECTED DELIVERABLES

Sector Coverage & Research: Directed Industrials, Chemicals, Energy, Aerospace & Defense, Renewables, and Cleantech coverage across a 40-analyst platform; authored the seminal Carbon Value at Risk report, presented by Al Gore and Bill Clinton. Portfolio Management & Calls: Co-managed Carbon Zero (€65B AUM) and co-launched a $1M closed-end Climate Resilience Fund; delivered actionable long and short Industrials and Energy picks to institutional portfolio managers at YvesBlue.

Technical Capture Diligence: U.S. DOE Technical Merit Reviewer evaluating Direct Air Capture and CCUS proposals against federal MRV, TEA/LCA, and engineering feasibility standards – ground- level technical judgment that flags throughput and drilling- procedure risk ahead of consensus.

Data, Analytics & AI: Designed and built an award-winning suite of climate and carbon analytics and interactive system dynamics risk models (Barclays Best in Fintech); building AI-powered error- detection tools with Base44 and porting outputs into Neon, grounded in years of doing the same checks by hand, to speed up data QA, comps, and modeling workflows.

Public Voice & Thought Leadership: Public speaker at the National Science Foundation, United Nations, and Columbia University; Substack author translating climate science and finance for institutional and non-specialist audiences. Standards & Credentials: CFA Level I, CAIA Level I completed; GHG Protocol, TCFD, ISO 14064, TEA/LCA; MIT-certified in Life Cycle Analysis (ISO 14040/14044).

PROFESSIONAL EXPERIENCE

DriveKey LLC Vice President, Decarbonization Programs New York, NY

– Advanced AI/ML automation across the company's Scope 1–3 GHG accounting platform, gaining hands-on applied model development experience now extended into self-directed tool-building with Base44 and Neon. YvesBlue (Climate Fintech / Titan) Vice President, Climate Analytics New York, NY

– Delivered actionable long and short Industrials and Energy picks to institutional portfolio managers through deep-dive sector reports and an award- winning suite of CFA-level climate and carbon analytics she designed and built, recognized with the Barclays Best in Fintech Climate Modeling award.

– Built interactive system dynamics risk models translating physical and transition climate risk into earnings-quality and valuation signals across Industrials, Energy, and REIT portfolio companies.

U.S. DOE Office of Clean Energy Demonstrations (OCED) Technical Merit Reviewer Freelance · Washington, DC

– Evaluated Direct Air Capture and CCUS grant proposals against federal MRV, TEA/LCA, and engineering feasibility standards; produced decision-ready technical evaluations grounded in capture-technology performance risk. Inventiv Capital Management Co-Portfolio Manager New York, NY

– Co-launched and co-managed a $1M closed-end Climate Resilience Fund with Ariane Mahler; led due diligence, financial modeling, and site-level oversight across a 48+ MW renewable energy project pipeline. Groupe La Française des Placements Senior Analyst to Portfolio Strategist to Portfolio Manager Paris / London

– Co-managed Carbon Zero (€65B AUM) alongside Ariane Mahler, one of Europe's foremost utilities traders; delivered buy-side sector analysis across Industrials, Energy, Chemicals, and Cleantech for seven portfolio managers. Dubai Development & Investment Authority (DDIA) Renewable Energy & Carbon Management Consultant United Arab Emirates

– Advised a UAE government authority on renewable energy strategy and carbon management program design. Innovest Strategic Value Advisors (acquired by MSCI) Analyst to Director of Research New York / London / Toronto

– Led a 40-analyst global team producing 3,500+ annual valuation-relevant ratings across Industrials, Chemicals, Energy, Aerospace & Defense, Renewables, and Cleantech for Goldman Sachs, Morgan Stanley, UBS, Fidelity, and Citi; authored the seminal Carbon Value at Risk report, presented by Al Gore and Bill Clinton.

EDUCATION & CERTIFICATIONS

M.S. Chemical Engineering (in progress) · M.S. Environmental Sciences & Industrial Engineering – Columbia University SEAS/SIPA · CFA Level I completed · CAIA Level I completed · MIT Certification: Life Cycle Analysis (ISO 14040/14044) · Data Analytics & ML modeling certifications (in progress)

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