David Katimbo-Mugwanya, CFA

Critic
DISC Type : C

Head of Fixed Income at EdenTree Investment Management

London Area, United Kingdom

Overview

David is the Head of Fixed Income at EdenTree Investment Management, specializing in sustainable investing. With nearly two decades of experience, he oversees £1. 8 billion in assets, formulates investment strategies, and contributes to product development and ESG integration. He earned his Bachelor of Science from the University of Essex.

Described as a sustainability thought leader, David has a passion for advocacy and frequently represents EdenTree as a speaker at industry events. He is also a member of the London Stock Exchanges Primary Markets Advisory Group, advising on issues affecting primary capital markets.

Unique fact: David holds the Freedom of the City of London, a prestigious honor recognizing individuals with strong ties to the city.

Personality Overview

Critic

Negotiator

Precise

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Sustainable Fixed Income
His core specialty, where he oversees £1. 8 billion in assets and leads several sustainable and impact bond funds for EdenTree.
ESG Integration
He emphasizes considering the Social and Governance aspects alongside the Environmental, viewing ESG holistically in investment decisions.
Capital Markets
As a member of the London Stock Exchange's Primary Markets Advisory Group, he advises on key issues affecting the market.

Media Appearances

David has no verified media appearances

Work History

11-2015
Head of Fixed Income at EdenTree Investment Management
9-2007 - 10-2015
Fixed Income Portfolio Manager at Epworth Investment Management Limited

Education

2004 - 2007
Bachelor of Science - BS from University of Essex

More Information

Social Presence :

Prographics :

Exp : 18 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Head of Fixed Income at EdenTree Investment Management
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from David

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can David take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And David

Personality Compatibility


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