Breakout Speakers

Deborah Albers

Deborah Albers is Dell's Principal Social Strategist.  In this role, she is responsible for defining and integrating a scalable Social Responsibility Program globally, including oversight of the following concerns:  Conflict Minerals, Child Labor Avoidance, Human Rights, Slavery and Human Trafficking, Responsible Sourcing and Stakeholder Engagement.  In addition, she is responsible for reporting on Dell's progress and challenges in these areas through various channels.  Ms. Albers is the Director of Special Projects on the Electronics Industry Citizenship Coalition (EICC) Board of Directors.  Prior to joining Dell in 1999, she was the Operations Manager at RSVP, a startup company in Silicon Valley.

Matt Alsted

Matt Alsted is Vice President, Channel Marketing and Brand Strategy, for Calvert Investments, Inc. He currently leads marketing strategy for retail intermediary and institutional distribution channels and champions brand strategy initiatives. He joined the firm in 2004 as director of marketing services and later assumed responsibility for Ecommerce before his current role. Mr. Alsted's previous experience includes product management, market segmentation, and marketing communications roles with T. Rowe Price and BayBanks. He serves on the Intermediated Distribution Council steering committee of the Mutual Fund Education Alliance. Back To Top

Mitch Anderson

Mitch Anderson is the Corporate Campaigns Director for Amazon Watch.  He has a decade of experience working with and in support of indigenous peoples throughout Central and South America.  For the last five years, he has spearheaded international corporate accountability campaigns for Amazon Watch in support of indigenous peoples in campaigns that include Chevron, Talisman Energy, ConocoPhillips, Occidental Petroleum, and Repsol YPF.  Previously, Mr. Anderson coordinated a multi-year regional human rights investigation in Mexico, documenting the effects of militarization on the collective rights of the Tzotzil, Tzeltal and Tojolabal people.  He is a frequent contributor with Huffington Post and the San Francisco Chronicle. Back To Top

Scott Anderson JD

Scott Anderson is a Senior Policy Advisor for Environmental Defense Fund's (EDF) Energy Program.  Since 2005, he has served as Environmental Defense's point person on policies relating to natural gas development and to the geological sequestration of carbon dioxide.  Mr. Anderson works on a broad array of issues in the Texas legislature, and participates in stakeholder groups focused on reducing the environmental footprint of natural gas operations.  Mr. Anderson spent many years in the oil and gas industry.  He is the former Executive Vice President and General Counsel of the Texas Independent Producers and Royalty Owners Association (TIPRO). Back To Top

Victoria Arrigoni CFA

Victoria Arrigoni is a Quantitative Analyst - Developed Markets at Batterymarch Financial Management, Inc.  She  heads the development of Batterymarch's new environmental, social and governance (ESG) long-only equity investment strategy with a focus on alpha generation. Her responsibilities include the conceptualization, design and implementation of a quantitative model that captures ESG information for approximately 5,500 listed equity securities. Ms. Arrigoni is also responsible for identifying market opportunities for ESG investment products. Her current responsibilities include coverage of the industrials sector in global developed countries.  Previously, she was a design engineer at Hewlett Packard and worked at Scripps Institution of Oceanography. Back To Top

Susan Baker

Susan Baker is a Senior ESG Research Analyst and Portfolio Manager at Trillium Asset Management, an independent investment advisor devoted exclusively to sustainable and responsible investing since 1982.  Ms. Baker focuses primarily on the consumer sectors in her research and advocacy work, and has engaged companies on responsible sourcing practices, toxics reduction, environmental justice, and workforce diversity.  She began her  career in the investment industry at Harvard Management Company, later moving to Trillium where her responsibilities including  portfolio management, equity research, and shareholder advocacy have spanned almost two decades.    Back To Top

Lawrence Ballard CPA

Lawrence Ballard is a Partner in the Sustainable Business Solutions (SBS) practice of PricewaterhouseCoopers LLP.  He currently leads sustainability assurance and reporting services in the New York Metro practice.  He joined the firm in 1994 as a financial auditor and later helped build and develop the firm's sustainability practice.  Mr. Ballard brings expertise in evaluating greenhouse gas emissions and sustainability reporting processes, systems and controls through assurance-related services. He has advised a number of companies in the area of sustainability reporting, including areas related to reporting frameworks and strategy, and has written technical reporting and assurance guidance for sustainability reporting frameworks. Back To Top

Mark Bateman

Mark Bateman, Director of Research at IW Financial, has more than a dozen years of experience supporting institutional investors with research and software tools for values-based investing and proxy voting. He spent eleven years at the Investor Responsibility Research Center (IRRC) in a variety of positions. During this time, Mr. Bateman served on the Steering Committee of the Global Reporting Initiative creating an organization and framework for corporate sustainability reporting. Following his departure from IRRC, he served as a consultant on values-based investing and corporate responsibility issues for a number of clients, including the U.S. Environmental Protection Agency.

Michael Berg JD

Michael Berg, Principal of Berg & Associates, is a sustainability and governance expert with a focused expertise on sustainability performance measurement and reporting, and global supply chain management. He has served as a strategy and communications advisor to leading companies and organizations across sectors with a focus on the healthcare sector. He is lead author of the "The Eco-health Footprint Guide: Measuring your Organization's Impact on Public Health and the Environment", and was a staff editor of the Texas Journal of Business Law. Mr. Berg is also a certified Global Reporting Initiative (GRI) trainer. 

Mark Boling JD

Mark Boling is Executive Vice President, General Counsel and Secretary at Southwestern Energy Company which he joined in 2002.  Southwestern Energy is an independent energy company primarily engaged in natural gas and crude oil exploration, development and production within North America.  Its primary business is the exploration for and production of natural gas, and is principally focused on development of the unconventional Arkansan gas reservoir referred to as the Fayetteville Shale play.   Prior to Southwestern, Mr. Boling opened a private law practice in Houston specializing in the oil and gas industry. Previously, he was a partner with Fulbright and Jaworski LLP. Back To Top

Adam Borden

Adam Borden is the founder and Managing Director of Bradmer Foods, a private equity firm that invests in and develops food and beverage companies.  Bradmer Foods currently has five portfolio companies: Adina Beverages, an organic & Fair Trade drink company; Blue Horizon Wild, one of the leading marketers of sustainably harvested seafood products; Charles Chocolates, a San Francisco boutique chocolatier; Organic To Go, a West Coast organic catering and retail operation; and Sambazon, the global pioneer in a?ai products.  Mr. Borden previously was the Marketing and E-Commerce Manager for Petrossian, the Paris-based caviar and luxury food importer and distributor, where he co-managed the direct-to-consumer business and overall marketing. 

Will Bradshaw PhD

Will Bradshaw is Co-founder and President of Green Coast Enterprises, LLC (GCE), a limited liability company based in New Orleans. GCE's work has been celebrated by Social Entrepreneurs of New Orleans, Fast Company magazine, and Business Week, which named Will Bradshaw and Reuben Teague, GCE Co-founder as two of the 25 most promising social entrepreneurs in the United States. Mr. Bradshaw and Mr. Teague were named Echoing Green fellows for 2008-2010.  For the last decade, Mr. Bradshaw has developed real estate in North Carolina, Massachusetts, and Louisiana with numerous award-winning projects.  He teaches sustainable real estate development in the Tulane University Department of Architecture.

Barb Brown

Barb Brown is Principal and Co-owner of BrownFlynn, a corporate responsibility and sustainability consulting firm founded on the premise that companies that simultaneously focus on doing good and doing well, ultimately -?win" for their shareholders, employees, customers and other critical stakeholders. BrownFlynn is the first U.S.-certified trainer for the Global Reporting Initiative. Named one of Ohio's Most Influential and Powerful Women in 2009 by the National Diversity Council, Ms. Brown is a guest lecturer for numerous local and national conferences, venues and universities, and author of several articles regarding sustainability in business and industry publications. Back To Top

Scott Budde CFA

Scott J. Budde is a Managing Director in TIAA-CREF's Asset Management Division where he heads TIAA-CREF's Global Social and Community Investing Department which works on the organization's community investing programs and oversees its socially screened funds.  Prior to this, he served TIAA-CREF as an equity analyst covering financial services stocks, a portfolio manager, as well as in senior investment client service positions with a wide range of TIAA-CREF clients.  Prior to joining TIAA-CREF in 1994, Mr. Budde's experience worked in a variety of financial, analytical and consulting positions with several financial services companies in the USA and overseas.

Jason Campbell

Jason Campbell founded the Arete Development Group in 2008, a consulting group with a mission to serve as a small business development support to Tribes, Tribal entities, public, charter, and Bureau of Indian Affairs schools. Arete Development Group has positioned itself to be a small business incubator for native entrepreneurs on or near reservations.  In addition, Mr. Campbell is presently the advisor and Director of Education and Training for the Native Affairs and Development Group in Washington, D.C.  Previously, he spent 14 years with Read Right Systems, a small literacy company in Washington State. 

Bill Capsalis

Bill Capsalis is the Founder of MarkEnomics, a consulting firm assisting early stage companies with their brand strategy and tactical execution of plans.  He also serves as a program manager for the Natural and Organic clients at the Boulder Innovation Center (BIC).  The BIC is an organization dedicated to innovation and business incubation in Colorado.  In his 30 years of professional experience, Mr. Capsalis has worked to build 3 national brands: Kinko's, GAIAM and OurHouse.  As a recognized expert on brand building, consumer behaviors and strategic thinking, he has been represented by Brooks International Speakers bureau in Denver for 15 years as a keynote speaker, meeting moderator and trainer.  Back To Top

Rosalie Cates

Rosalie Sheehy Cates has worked for over 30 years in community development finance, entrepreneurship, and advocacy for sustainable resource management. She was President of Montana Community Development Corporation from 1995-2010, a $15 million business loan fund that also managed $45 million in New Markets Tax Credits. In the 1980s, she worked for the Wisconsin Rural Development Center, organizing farmers around soil conservation and family farm issues. In 2010, Ms. Cates co-authored Connecting CDFIs and Socially Responsible Investors with funding from the Ford Foundation.   She is now working to develop social investment tools for CDFIs as consultant to the CDFI Community Investment Initiative. Back To Top

Michelle Clayman CFA

Michelle Clayman is the Founder, Managing Partner & Chief Investment Officer of New Amsterdam Partners LLC, an institutional money management firm in New York. She has been published in the Financial Analysts Journal, the Journal of Investing and NYSSA Financial Professionals' Post, and is a frequent commentator on CNBC, Bloomberg and other financial media.  Ms. Clayman is a member of the Dean's Council at the Harvard Divinity School. She is also Chair of the Advisory Council of Stanford University's Institute for Gender Research, and serves on the Stanford University Humanities and Sciences Council.

Sarah Cleveland

Sarah Cleveland has been involved in economic research and financial services for over 20 years, and active in the sustainable investment field for 9 years.  In 2011, she founded a consulting practice to work with asset managers and investors to produce successful relationships with investment consultants.  Previously, as senior consultant with Towers Watson Investment Services as well as Rogerscasey, Ms. Cleveland consulted with a broad spectrum of asset owners such as endowments, foundations, healthcare organizations, and corporate and public retirement plans.  She has developed a strong emphasis on sustainable investments, and has collaborated on sustainable and responsible investment initiatives with the UNEP FI and GRI.

Gary Cohen

Gary Cohen co-founded Health Care Without Harm (HCWH) in 1996 to inspire health care providers to use products and practices that are healthier for humans as well as environmentally friendly. HCWH has created a collaborative network of 450 groups in 52 countries, and aided in eliminating almost all mercury medical products in U.S. and European hospitals.  It has been influential in closing 90 percent of medical waste incinerators in the U.S. An extensive magazine profile of Gary Cohen's work was featured in the December 2010 Miller-McCune magazine. In 2006, Mr. Cohen received the coveted Skoll Foundation Social Entrepreneur Award.

Justin Conway

Justin Conway is the Relationship Manager at Calvert Foundation, a national nonprofit managing over $500 million in community development, microfinance, and social enterprise investments. He is responsible for business and industry development, and works closely with the investors and financial advisors that are at the forefront of using investment capital for social and environmental impact. Prior to joining Calvert Foundation, Mr. Conway managed the Community Investing Program of the Social Investment Forum and Green America, where he was instrumental in growing the overall demand for impact investing. Before working in the field of investing, he worked on human rights issues in both Asia and Central America. Back To Top

Louis Coppola

Louis Coppola is Executive Vice President and head of Information Technology at Governance & Accountability Institute, a research, monitoring, advisory and strategy consulting organization.  He utilizes his extensive background in cutting-edge technology to manage the company's and clients' technology solutions and Web-based knowledge management platforms.  Mr. Coppola is the primary liaison with the global GRI organization for management of the G&A Institute Data Partner relationship. Prior to joining the Institute, Louis Coppola worked as an Account Executive - Information Technology for Rowan & Blewitt. Back To Top

Tim Dieppe

Tim Dieppe is Director of SRI Funds for Henderson Global Investors.  As such, he is the fund manager for the range of  global funds employing the Industries of the Future strategy, a multi-thematic approach investing in companies that provide solutions to the environmental and social challenges facing the world today. He joined the SRI team in 2004.  Mr. Dieppe  joined AMP Asset Management (later to become Henderson Global Investors) in 1992 and worked on several teams prior to the SRI team.  Mr. Dieppe was rated by Citywire as one of Britain's Top 100 fund managers for 2007. Back To Top

Thomas Dodd CFA

Thomas Dodd is President of Stratford Advisory Group, Inc., and serves as lead consultant and relationship manager for many Stratford clients.  He has primary responsibility for managing the delivery of strategic investment advice to Stratford clients, and is a member of Stratford's Investment Committee.  Mr. Dodd joined Stratford in 1994 and has been President since 2003.  Previously, Mr. Dodd was a Principal at William M. Mercer Investment Consulting, Inc.  He was also an independent futures trader at the Chicago Board of Trade, and a consulting actuary at The Wyatt Company and A.S. Hansen, Inc. He has 38 years of investment and actuarial experience.

Daryn Dodson

Daryn Dodson advises companies, universities, and policy makers on impact investments. He leads the Special Equities Program at Calvert Funds. Through this program, Calvert has invested more than $69 million in impact investing funds and companies.   Mr. Dodson also currently serves as a board member at the Idea Village, where he created a platform engaging leading private equity firms, business schools, and Fortune 500 companies to invest more than 30,000 hours and $1 million into New Orleans entrepreneurs. Prior to New Orleans, he built a coalition of national banks and faith-based institutions to educate Congress on reforms needed to stabilize the subprime lending market with Self-Help Credit Union.

Pat Doherty

the New York State Comptroller, where he helps develop and

administer corporate responsibility initiatives for the $146bn New

York State Common Retirement Fund. Prior to coming to the State

Comptroller's Office in 2010, Mr. Doherty was Director of Corporate Social Responsibility for over 20 years in the New York City Comptroller's Office. He has had a long history of managing corporate

engagements, and helping to negotiate scores of agreements with State and City portfolio corporations on a wide range of CSR issues.

Suzanne Fallender

Suzanne Fallender is Director, CSR Strategy & Communications at Intel Corporation.  She works with business groups and senior management across the company to integrate corporate responsibility into strategic planning, policies and employee engagement activities. Suzanne manages external reporting of Intel's global corporate responsibility performance, including publication of Intel's annual corporate responsibility report.  In addition, Ms. Fallender tracks CSR trends and regularly engages with external stakeholders to identify opportunities for improvements in performance and development of strategic initiatives, including Intel's focus on investing in girls and women. Prior to joining Intel, Suzanne served as Vice President at Institutional Shareholder Services (now part of MSCI.)

Eric Fernald

Eric Fernald is a Vice President at MSCI ESG Research. He is responsible for maintaining MSCI's various ESG Research product methodologies: MSCI's ESG risk and sustainability ratings, ESG Impact Monitor controversy analysis, and ESG Business Involvement service. Mr. Fernald joined MSCI ESG Research in 2010 when MSCI acquired KLD Research & Analytics. He worked at KLD from 1995 through 2009. Prior to joining KLD, Eric taught Political Science at the Massachusetts Institute of Technology (MIT), and worked for the Service Employees International Union (SEIU). Back To Top

Noel Friedman CFA

Noel Friedman is the Business Manager for ESG Research Products at MSCI, Inc. Prior to joining MSCI, he was the Global Head of Business Development for RiskMetrics ESG Analytics and Managing Director for Research Products at KLD Research & Analytics.  Since joining MSCI via KLD in 1998, Mr. Friedman served first as a research analyst and created KLD's Client Services department.  He also co-founded KLD's Research Products group where he oversaw the development and transition of SOCRATES to the Internet in 2000.  He led the development of KLD Compliance into the industry standard for managing social restrictions in the separate managed accounts industry.    Back To Top

Ginger Gibson PhD

Ginger Gibson is the Director of The Firelight Research Group, and an Adjunct Professor at the University of British Columbia.  She works as a policy analyst on mining and land use issues for various northern indigenous governments and First Nations. Her focus is on social and cultural policy and impact assessment negotiation, consultation and implementation of Impact and Benefit Agreements. Dr. Gibson works with communities affected by the extractive industries in North and Latin America.  She recently co-authored The Community Toolkit for Negotiation of Impact and Benefit Agreements and released an analysis of how the right of free, prior, and informed consent can be implemented in Canada. Back To Top

Elizabeth Glenshaw

Elizabeth Glenshaw is the Managing Director for Clean Yield Asset Management, an asset management firm that promotes societal sustainability in its investment strategy. Prior to joining Clean Yield, she was Senior Vice President, Community Investment and Donor Relations, Calvert Foundation where she led multiple initiatives on both on the lending and investment side. Earlier in her career, Ms. Glenshaw managed client portfolios, integrating social criteria into a client's investment objective. She also crafted the Socially Responsible Banking Fund for Vermont National Bank (now Peoples United) which makes flexible loans in the areas of affordable housing, education, sustainable agriculture, downtown revitalization, environment and small business development. Back To Top

Taryn Goodman

Taryn Goodman is the Senior Manager of Impact Investing at RSF Social Finance, a nonprofit financial institution offering investing, lending, and giving services that support social and spiritual renewal.  Inspired by the work of Rudolf Steiner, since 1984 RSF has made over $200 million in loans and over $90 million in grants to social enterprises.   At RSF, Ms. Goodman manages the $40 million Donor Advised Fund Impact Investing Portfolios as well as the newly launched Program Related Investing Fund focused in food & agriculture.  She also serves as a moderator for the Sustainable Agriculture and Food Systems Funders' Finance & Investing for Social Change Group. Back To Top

Julie Gorte PhD

Julie Fox Gorte is the Senior Vice President for Sustainable Investing at Pax World Management Corporation.  She oversees environmental, social, and governance-related research as well as Pax's shareholder advocacy and work on public policy advocacy.  Prior to joining Pax, Dr. Gorte served as Vice President and Chief Social Investment Strategist at Calvert.  Previously, she served as Senior Associate and Project Director at the Congressional Office of Technology Assessment, Vice President for Economic and Environmental Research at The Wilderness Society, among others.  She serves as the co-chair of the Asset Management Working Group of the United Nations Environment Programme Finance Initiatives. Back To Top

Shana Harbour

Shana Harbour works in the Environmental Protection Agency's Office of Policy and is the Team Lead for Information and Disclosure Policy.  She has been exploring the intersection of environmental and financial performance and how EPA can encourage the financial sector to use environmental data as part of their evaluation methodologies.  Ms. Harbour has led the Agency's efforts to identify ways in which EPA's data could be more useful to the financial sector, and is working to promote voluntary corporate sustainability reporting.  Overall, she has 20 years of environmental management experience working for several government agencies, a trade association, and as a consult.

Steven Heim

Steven Heim is a Managing Director and Director of ESG Research and Shareholder Engagement at Boston Common Asset Management. Boston Common specializes in U.S. and international sustainable and responsible investments for institutional and high net worth clients. Mr. Heim has over 20 years of socially responsible investing and advocacy experience and has engaged over a dozen companies on issues related to Indigenous Peoples since the late 1990s. He led multi-year international investor engagements with ConocoPhillips and Repsol YPF that successfully encouraged the companies to adopt industry-leading policies on Indigenous Peoples rights in 2009 and 2011. Back To Top

Dorothy Hinchcliff

Dorothy Hinchcliff is Managing Editor of Financial Advisor magazine, an industry publication that circulates to more than 90,000 financial advisors and includes a quarterly section on sustainable investing.  She is also Editor of the magazine's Web site and its portal FA green, which focuses on strategies for responsible investing and giving.  Ms. Hinchcliff has spent 20 years as an editor and reporter covering financial planning and other business issues. Back To Top

Steven Hoffman

Steven Hoffman is Managing Director of Compass Natural LLC, a full service marketing, communications, public relations and business development agency serving natural, organic and sustainable business.  He also is co-owner of Best Organics Inc., a leading provider of premium artisan organic and eco-friendly products and gift collections. In addition, he is the co-founder of LOHAS Journal and the LOHAS Forum annual market trends conference.  Mr. Hoffman is the former Rocky Mountain Regional Sales Manager and National Marketing Director for Arrowhead Mills.  He has been involved in sustainable food and agriculture for more than 30 years. Back To Top

Joshua Humphreys PhD

Joshua Humphreys is Senior Associate and Director of the Center for Social Philanthropy at Tellus Institute, a sustainability think tank based in Boston.  A leading authority on ESG investing trends, Dr. Humphreys has taught at Harvard, Princeton and NYU and served as a Fulbright Scholar in Paris.  He has directed research for US SIF's Report on SRI Trends in the United States, and is lead author of a new US SIF report on ESG investing in alternative asset classes. He also serves on the Advisory Board of Yale University's Dwight Hall SRI Fund.  Back To Top

Kyle Johnson

Kyle Johnson is a Managing Director in Cambridge Associates' Boston office. He works with a number of U.S.-based universities, foundations, hospitals, cultural and religious institutions, and private clients ranging in size from $13 million to over $1 billion. Mr. Johnson is also part of Cambridge Associates' Mission Related Investing ("MRI") Group.  He is the author of several research papers at the firm.  Prior to joining Cambridge Associates, he was the Director of Institutional Client Relationships for Domini Social Investments LLC. Mr. Johnson began his career as a Research Analyst at KLD Research & Analytics, Inc. Back To Top

David Kirkpatrick

David Kirkpatrick is Managing Director and Co-founder of SJF Ventures, a cleantech and positive impact venture capital fund.  He helped lead SJF's capitalization of two funds totaling $45 million.  He also co-founded SJF Institute, a non-profit corporation, which has assisted 1,800 positive impact enterprises across the US.  Previously, Mr. Kirkpatrick founded and managed two other successful enterprises - KirkWorks, a cleantech investment research firm, and SunShares, a solar energy and recycling company. He was named the national 2005 CDVC Practitioner of the Year by the Community Development Venture Capital Alliance, and Recycler of the Year in 1996, the National Recycling Coalition's award for recycling leadership. Back To Top

Lloyd Kurtz CFA

Lloyd Kurtz is Chief Investment Officer at Nelson Capital Management. Prior to Nelson, he was a Senior Vice President at Harris Bretall Sullivan & Smith in San Francisco and served as Director of Quantitative Research.  Previously, he was a Senior Research Analyst at KLD Research & Analytics, now a part of MSCI, where he did much of the initial quantitative work in the development of the Domini Social Index, now known as the FTSE KLD 400. Mr. Kurtz is a Lecturer at the U.C. Berkeley Haas Business School's Center for Corporate Responsibility and a faculty advisor to the student-managed Haas Socially Responsible Investment Fund.  He serves as program administrator for the Moskowitz Prize.

Kathy Laborde

Kathy Laborde is President of  Gulf Coast Housing Partnership, an independent nonprofit real estate development company headquartered in New Orleans and serving the areas devastated by hurricanes Katrina and Rita. Previously, she was the principal owner of Kaliope, LLC, a real estate development and consulting company. Prior to establishing Kaliope, LLC, Ms. Laborde was the founder and Executive Director of First Commerce Community Development Corporation ("FCCDC"), the first bank-owned non-profit real estate development company in Louisiana. Serving in several capacities, Ms. Laborde has participated in the development of more than 2000 affordable and market rate housing units and the substantial renovation of commercial and institutional spaces. Back To Top

Heather Lang

Heather Lang is Director of Research, North America, at Sustainalytics, where she has been working since 2004. She sits on the board of directors for the Canada's Social Investment Organization and is also a steering committee member of the Social Investment Research Analyst Network (SIRAN). Her previous work experience at Jantzi-Sustainalytics was as senior research analyst focusing on the consumer staples sector. Back To Top

Sanford Lewis JD

Sanford Lewis is an attorney and principal of Strategic Counsel on Corporate Accountability, a consultancy on legal and communications strategies for encouraging corporate social responsibility and disclosure.   His practice includes drafting and defense of shareholder proposals before the SEC, and advocacy of improved disclosure and accounting on environment and human rights through GRI reports, SEC filings and financial statement rules of the FASB.  Mr. Lewis is the lead author of numerous reports on disclosure and produces public interest documentaries, including Off the Books: Environment and Human Rights and Twenty Years Without Justice: The Bhopal Chemical Disaster.   Back To Top

Sasha Lezhnev

Sasha Lezhnev is Policy Consultant at Enough, the project to end genocide and crimes against humanity.  He focuses on peace and conflict minerals in the Democratic Republic of Congo. He is also Executive Director and Co-Founder of the Grassroots Reconciliation Group, an organization that helps former child soldiers in Uganda. Previously, Mr. Lezhnev worked as Policy Adviser at Global Witness on U.S. conflict resources and energy policy, and as Senior Program Officer with the Northern Uganda Peace Initiative and peace process advisor to the northern Uganda mediator.  Mr. Lezhnev is the author of the book Crafting Peace: Strategies to Deal with Warlords in Collapsing States. Back To Top

Rich Liroff PhD

Richard Liroff is Founder and Executive Director of The Investor Environmental Health Network (IEHN).  He and Green Century Capital Management codirect an investor initiative begun in late 2009 to promote greater disclosure by energy companies of the environmental hazards associated with hydraulic fracturing operations (the hydraulic fracturing "life cycle") and the measures the companies are taking to reduce or eliminate them.  Twelve resolutions were filed in the 2010 proxy season and nine in the 2011 season. Companies have begun to increase their disclosures in response to shareholder engagement. Prior to IEHN, Dr. Liroff spent 25 years at World Wildlife Fund.

Ben Lovell

Ben Lovell is President and Portfolio Manager at Zevin Asset Management, a global top-down asset management firm.  He  has been managing socially responsible portfolios since 1985. He was one of the founders of Clean Yield Asset Management, and served as its President until 1996.  Subsequently, Mr. Lovell was a Vice President and Portfolio Manager with F.L. Putnam Investment Management from 1996 until 2002, and Partner and Portfolio Manager at the Boston Family Office until 2007. Prior to entering the investment field, he held accounting positions with PriceWaterhouseCoopers and Tyco International.   Back To Top

Steve Lydenberg

  Steven Lydenberg is Partner, Strategic Vision for Domini Social Investments LLC.  He has been active in social investing for over 35 years as Director of Corporate Accountability Research with the Council on Economic Priorities, Investment Associate with Franklin Research and Development Corporation (now Trillium Asset Management), and Director of Research with Kinder, Lydenberg, Domini & Co. (now KLD Research & Analytics, a part of MSCI).  Mr. Lydenberg is the co-author of Rating America's Corporate Conscience and Investing for Good, and co-editor of The Social Investment Almanac.  He is the author of "Corporations and the Public Interest: Guiding the Invisible Hand."

David McLaughlin

David McLaughlin is Vice President and Managing Director, World Wildlife Fund (WWF) Department of Agriculture.  His work at WWF includes an evaluation of planting practices to establish palm oil on degraded lands in Indonesia, and multi commodity risks assessments for major food companies, among other responsibilities. Mr. McLaughlin has 28 years production experience working with Chiquita Brands in Central America. While with Chiquita, he held a wide variety of financial, production and management positions in both palm oil and banana production in Costa Rica and Panama. He was involved in implementing Rainforest Alliance certification, achieving SA8000 certification in all Chiquita owned operations, and implementing GlobalGap certifications. Back To Top

Nils Mellquist

Nils Mellquist is a Vice President at Deutsche Asset Management and Senior Analyst on the RREEF Sustainable Advisors investment team, based in New York. Mr. Mellquist leads industry and stock analysis in the energy and agricultural sectors covering North and South America.

Previously, he was a Senior Equity Analyst at AllianceBernstein.  Prior to that, Mr. Mellquist was a Director and Investment Strategist in the U.S. equity research department at Citigroup and a member of its Investment Policy Committee. Earlier in his career, he was an emerging markets strategist covering Latin American and Asian equities for Salomon Smith Barney's Private Client Division.

Craig Metrick

Craig Metrick is Principal and US Head of Responsible Investment for Mercer Investment Consulting. In this role Mr. Metrick consults to public, private and foundation clients on implementing responsible investment principles and mandates. He has authored or co-authored several public reports since joining Mercer in 2006.  Previously, Mr. Metrick was Director of the Corporate Benchmarking Service (CBS) at the Investor Responsibility Research Center, Inc. (IRRC) which provided ESG research to institutional investors. He has more than 15 years experience working in the responsible investment industry and on issues of sustainability and corporate responsibility. Back To Top

Aaron Miripol

Aaron Miripol is President and Chief Executive Officer of Urban Land Conservancy (ULC), a supporting non-profit organization to the Denver Foundation.  ULC partners with a wide range of organizations in the Denver metropolitan area on the strategic acquisition and development of land and buildings to preserve and enhance their ability to create sustainable benefits in underserved communities. Prior to ULC, Mr. Miripol was the Executive Director of Thistle Community Housing where the number of people served grew from 250 to over 3000 people annually during his nine year tenure.  Previously, Mr. Miripol ran two inner city non-profit community development corporations in Baltimore.  Back To Top

Aditi Mohapatra

Aditi Mohapatra is Senior Sustainability Analyst, at Calvert Investments. She directs Calvert's research, advocacy and policy work on these issues including efforts to promote boardroom diversity. She also leads the promotion of the adoption and implementation of the Calvert Women's Principles®. Ms. Mohapatra develops and implements sustainable investment guidelines for corporate governance and diversity, applied across many of Calvert's domestic and international mutual funds. Further, her research focuses on the information and communications technology sector and includes advocating on supply chain standards, executive compensation, and privacy issues.

Mike Mozenter

As President of JumpStart Community Advisors, Mr. Mozenter leads the application of expertise JumpStart has gained through its Cleveland area work transforming the economic impact of entrepreneurial ventures and the ecosystems supporting their growth to regions across the country.  JumpStart is actively involved with assessments and building regional action plans to increase entrepreneurial activity and the growth of high impact companies.  Before joining JumpStart, Mr. Monzenter founded BizLogx, a company that helped clients address challenges relating to technology commercialization and business development.  Previously, he was a partner in a seed-stage venture capital fund, and served as an investment banker with Banc One Capital Corporation. Back To Top

Dustin Mulvaney PhD

Dustin Mulvaney is a postdoctoral researcher in the Department of Environmental Sciences, Policy, and Management at the University of California, Berkeley. His research focuses on the development of performance metrics like carbon footprint, energy payback, and energy return on investment, as well as other sustainability and social justice indicators, for renewable energy technologies such as solar PV and biofuels. Dustin is also a principal for EcoShift Consulting, a company focused on life cycle analysis, climate change action planning, and energy efficiency. His previous work experience includes working as a process engineer for a Fortune 500 chemical manufacturer and engineering group leader for bioremediation technology start up.

Sandy Nessing

Sandy Nessing is Managing Director, Sustainability and ESH Strategy and Design at American Electric Power (AEP).  She manages sustainability strategy, corporate stakeholder engagement and annual performance reporting.  She led AEP's participation in the Global Reporting Initiative's (GRI) Electric Utility Sector Supplement Pilot Program, an international project to develop electric utility-specific sustainability performance indicators.  In 2010, Ms. Nessing published AEP's first integrated Corporate Accountability Report, a combination of the annual sustainability report and Annual Report to Shareholders. Prior to joining AEP, she was involved in corporate communications and spent 12 years as a broadcast journalist including as a radio news director, news anchor and reporter. Back To Top

Curtis Ravenel

 Curtis Ravenel leads Bloomberg's global sustainability initiatives, a Chairman's Office effort. The program aggressively integrates sustainability considerations into all firm operations and leverages the BLOOMBERG PROFESSIONAL Service to evaluate sustainability-related investment risks and opportunities for its 300,000 customers. Mr. Ravenel has worked for Bloomberg in multiple roles including Financial Controller for Asia and various roles in the Capital Planning and Financial Analysis Groups. Prior to his work with Bloomberg, L.P., he co-managed a small real estate development group, founded a micro-brewery and worked with the Recycling Advisory Council in Washington, DC.   He is a David Rockefeller Fellow with the Partnership for New York City. Back To Top

Mark Regier

Mark Regier is Director of Stewardship Investing for Praxis Mutual Funds, a leading faith-based, socially responsible mutual fund family. He oversees the company's screening, proxy voting, and corporate engagement activities and led the creation of the firm's own community investing arm, Everence Community Investments.  Mr. Regier has served as Governing Board Chair for the Interfaith Center on Corporate Responsibility and founding chair for the International SRI Working Group (US SIF: The Forum for Sustainable and Responsible Investment).  In 2006, Mark received the SRI Service Award, the US social investment industry's highest honor. Back To Top

Brian Rice

Brian Rice is an Investment Officer in the California State Teachers' Retirement System (CalSTRS) Corporate Governance Department where he works in the governance group.   His main areas of focus are environmental risk management, the CalSTRS activist manager equity portfolio, and CalSTRS' corporate governance efforts in Asia. His environmental risk management duties include analyzing potential risks to the CalSTRS equity portfolio, identifying appropriate portfolio investments to engage, and developing and implementing engagement strategies. Mr. Rice is also the staff lead for the CalSTRS Green Initiative Task Force which is responsible for identifying environmental investment opportunities and risk management strategies across CalSTRS' various asset classes. Back To Top

Beth Richardson

Beth Richardson is the Director of GIIRS (Global Impact Investing Ratings System), B Lab where she is overseeing the launch of GIIRS (the Global Impact Investing Ratings System). GIIRS is a ratings agency that provides companies and funds with social and environmental performance ratings. Ms. Richardson has worked closely with social entrepreneurs and social enterprise throughout her career. She has held roles at Self-Help, a leading community development bank; Ashoka: Innovators for the Public, a non-profit that supports social entrepreneurs in more than 60 countries; and the Amy Biehl Foundation Trust in Cape Town, South Africa.

Terri Scannell

Terri Scannell is the Director of Corporate Citizenship and Sustainability at VHA, a nationwide alliance of healthcare organizations. She has had over 20 years experience in business ranging from reporting, financial management, planning, corporate citizenship and sustainability. Ms. Scannell focuses on corporate citizenship for a network of over 1,400 hospitals including energy management, product stewardship, supplier advocacy and Global Reporting Initiative (GRI). She sits on the Department of Energy Hospital Energy Alliance's Benchmarking and Integration Work Group, and works with many leading hospitals to collaborate on developing and sharing best practice in sustainability management. Back To Top

Steve Schueth

Steve Schueth is President of First Affirmative Financial Network. For over 20 years, Mr. Schueth has been a nationally recognized authority, consultant, and resource to the sustainable and responsible investment industry. He has been with First Affirmative since 1999. Between 1989 and 1997, he served as Vice President, Socially Responsible Investing at Calvert, and as President, Calvert Distributors. During this time, he led a team that developed the first global socially screened mutual fund in the U.S. and was responsible for Calvert's relationship with over 2,000 broker-dealer firms. Mr. Schueth was awarded the SRI Service Award by his industry colleagues in 1998. Back To Top

Don Shaffer

Don Shaffer is President and CEO of RSF Social Finance, a pioneering non-profit financial services organization dedicated to transforming the way the world works with money.  Prior to joining RSF, Don served as Executive Director of the Business Alliance for Local Living Economies (BALLE), developing it into an alliance of over 15,000 independently owned businesses across the U.S. and Canada.  Mr. Shaffer has also served as Interim Executive Director of Investors' Circle.  He has held senior management positions building social mission companies, and has served and led sales, marketing, business-development, and general-operations teams in the education and software sectors.

Vince Siciliano

Vince Siciliano is President and CEO of New Resource Bank, a mission-oriented bank in San Francisco that works with businesses, nonprofits, and individuals seeking environmental and social as well as financial returns. The bank is dedicated to advancing sustainability with everything it does—lending, operations, and putting deposits to work for good. Mr. Siciliano and the bank are founding members of the Global Alliance for Banking on Values. Mr. Siciliano has previously been the president or CEO of a number of San Diego financial institutions, starting his banking career in Bank of America's International Division.

Cheryl Smith PhD

Cheryl Smith is President and a senior portfolio manager at Trillium Asset Management Corporation.  She began her investment management career at Trillium Asset Management in 1987.  In 1992, she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium Asset Management in 1997. Ms. Smith is a Chartered Financial Analyst charter holder, a member of the CFA Institute, and a member of the American Economic Association.  Back To Top

Tim Smith

Tim Smith serves as Senior Vice President, Director of ESG Shareowner Engagement of Walden Asset Management. He oversees shareholder advocacy, public policy, assists in client services and acts as the spokesperson for Walden on social issues.  Prior to joining Walden in 2000, Mr. Smith served as Executive Director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years. In 2010, he received the Bavaria Impact Award for four decades of leadership in shareholder advocacy.  Also in 2010, he was listed as one of the top 100 most influential figures in finance by Treasury and Risk Management Magazine.

Scott Stapf

Scott Stapf is a co-founder and senior principal of The Hastings Group (THG), a 21-year-old consulting firm.  He oversees all public relations, Web and advertising work at THG.  Mr. Stapf is a veteran of more than 3,500 interviews, including nearly every major news program and media outlet in the United States.   Op-eds and bylined articles ghostwritten by Stapf have been published in the Washington Post, New York Times, USA Today, Los Angeles Times, Wall Street Journal, Washington Times, and dozens of other publications. He also has produced more than 50 major videos, Web sites and public service announcement (PSA) campaigns since 1990.  Back To Top

Susan Twiggs

Susan Twiggs has invested since 1980, and is drawn toward investments that offer both financial and social benefits. Her career as a psychotherapist and part owner of an outpatient psychotherapy clinic combined business acumen with providing mental health services to a varied client population. Subsequently, Ms. Twiggs was a consultant to businesses in conflict resolution and mediation with an emphasis on working with teams and employee problem situations. Following retirement, in 2003 she opened the Karuna Yoga Studio and is now a master yoga teacher.

Michael Van Patten

Michael Van Patten is the Founder and Chairman of Mission Markets Inc. He is responsible for guiding Mission Markets' financial and technological innovation and applying it to the social and environmental capital markets. Mission Markets is a next generation financial services firm that combines leading capital markets, technology, information exchange, and advisory capabilities with the world's first comprehensive, FINRA compliant marketplace specializing in the impact and sustainability sectors.  Mr. Van Patten has over 20 years of experience on Wall Street and has been integrally involved in the design and implementation of private placement and illiquid security transactions platforms for several companies including co-founding the highly successful NYPPEX. Back To Top

Mike Wallace

Mike Wallace is Director of the Sustainability Reporting Framework (SuRF) at the Global Reporting Initiative (GRI).  SuRF represents the principal vehicle for the pursuit of the GRI's mission.  He has worked with both local and global organizations on the development and implementation of sustainability programs.  Mr. Wallace has almost 20 years' experience advising companies, governments and non-governmental organizations (NGOs) in their respective efforts to develop sustainability initiatives.  His work in the sustainability field began in Australia while with ERM and was refined during his time with Business for Social Responsibility (BSR) in San Francisco.  He also ran his own advisory services firm for over 5 years. 

Peter Webster

Peter Webster has been Executive Director of EIRIS (Experts in Responsible Investment Solutions) since its foundation in the 1980s.  EIRIS is a global provider of independent research into the Environmental, Social and Governance and ethical performance of companies.  Mr. Webster has been involved in the promotion and development of responsible investment in its various forms throughout the last 25 years. His current interests include how PRI signatories can make a significant difference to corporate performance and reporting across all the Global Compact issues (Environment, Human Rights, Labor Standards and Combating Bribery), and the most effective role investors can play in advancing the Climate Change agenda.

Lisa Woll

Lisa Woll has been the Chief Executive Officer of US SIF:  The Forum for Sustainable and Responsible Investment and the US SIF Foundation since 2006.  She has been responsible for strategic planning, expansion and diversification of funding and developing a robust policy presence.  Prior to US SIF, she was Executive Director of the International Women's Media Foundation, an organization focused on press freedom and expansion of women's role in the media.  Previously, Ms. Woll was the director of the first international study to look at the impact of the Convention on the Rights of the Child and directed the Washington, DC office of Save the Children.   

Carl Zichella

Carl Zichella is the Director for Western Transmission for the Natural Resources Defense Council (NRDC). He is lead staff for western U.S. renewable energy transmission siting and serves on a nationwide team working on renewable energy development issues.   In this role, he works with stakeholders from environmental organizations; renewable energy development and transmission industries; local, state and national governments; regulatory agencies and the public.  Previously, he served in  various leadership capacities with the Sierra Club, most recently as Director for Western U.S. Renewable Projects.

Mr. Zichella is environmental representative to the Western Governor' Association Renewable Energy Zone identification process, and other organizations.