We are delighted to announce our speakers joining us from industry leaders such as IBM, water.org, Voya Financial, and more. Stay tuned as we release our full list of speakers for SRI30—#fromEVOLUTIONtoREVOLUTION!
Troy Murphy is a former NBA basketball player and founder of Sweven Wealth (Sweven), a unique Registered Investment Advisory firm serving high-net-worth individuals and families. Troy’s interest in becoming a financial advisor began while he was in the NBA and struggling—along with his fellow athletes—to find a financial advisor he could trust to help him manage his newly-acquired wealth. That interest led Troy to earn a degree in sociology from Columbia University and establish Sweven in 2019 after 12 seasons in the NBA. Sweven donates all of its profits to nonprofit organizations teaching financial literacy.
Gary is the CEO and Co-founder of Water.org and WaterEquity, nonprofit organizations dedicated to empowering people in the developing world to gain access to safe water and sanitation. (Water.org is the resulting organization of the July 2009 merger between WaterPartners, co-founded by Gary in 1990, and H2O Africa, co-founded by actor Matt Damon). Gary developed Water.org’s WaterCredit Initiative, creating new financing options for poor populations to meet their water supply and sanitation needs. Gary also developed and now leads WaterEquity, the first-ever impact investment manager dedicated to ending the global water crisis in our lifetime, with an exclusive focus on raising and deploying capital to water and sanitation businesses throughout Asia, Africa, and Latin America.
Over the past 25 years, Gary’s entrepreneurial vision has driven innovations in the way water and sanitation projects are delivered and financed, innovations that now serve as a model in the sector.
Gary is a leading advisor in the water and sanitation space, counseling organizations such as the Skoll Foundation, Bank of America Foundation, PepsiCo Foundation, IKEA Foundation, and the Caterpillar Foundation on responses to the global water crisis. Gary is a founding board member of the Millennium Water Alliance and Water Advocates.
Gary was selected as a Skoll Foundation Social Entrepreneur in 2009 and a Schwab Foundation Social Entrepreneur in 2012. In 2011, he was named to the TIME 100 list of the world’s most influential people. In 2014 he was named to the World Economic Forum’s Global Agenda Council on Water. In 2017, Gary was awarded the Forbes 400 Lifetime Achievement Award for Social Entrepreneurship.
Gary’s educational credentials include three degrees in Civil and Environmental Engineering from the University of North Carolina at Chapel Hill and the Missouri University of Science & Technology.
Amy is responsible for aligning Voya’s corporate responsibility (CR) with the company’s business objectives, integrating them into the brand, and disseminating them throughout the enterprise by developing and implementing Voya’s corporate responsibility strategy, methodology and policies. Amy’s background encompasses the corporate, public, non-profit and political sector, and a roster of select clients including General Electric (GE), PepsiCo, Deloitte, IBM, The Princeton Review, the New York State Department of Banking, the New York City Agency for Child Development, Benjamin for U.S. Senate, the Stella Adler Studio of Acting and the Boys Choir of Harlem.
Amy is a member of the Junior Achievement of New York board of directors and holds the Robert F. Kennedy Center for Justice & Human Rights/Columbia University Sustainable Investing, Global Reporting Initiative (GRI) and Kaplan EduNeering Sustainability Professional certifications. She earned both her bachelor’s and M.S. degrees from The Florida State University.
Jennifer leads the company's corporate responsibility strategy and disclosure, including the annual Corporate Responsibility Report and responses to the RobecoSAM Corporate Sustainability Assessment, CDP climate change and supply chain disclosures, and other stakeholder inquiries regarding CBRE’s environmental, social and governance practices. She advances CBRE’s corporate responsibility platform through stakeholder engagement and relationship management. Prior to joining CBRE, Jennifer managed corporate responsibility programs at Prologis for five years. Earlier in her career, she worked in sustainability consulting, marketing and management consulting.
Jennifer holds her MBA and MS in marketing from the University of Colorado Denver, and her bachelor’s degree in chemical engineering from the University of Iowa. She is a LEED Accredited Professional and a SASB FSA Credential holder. Jennifer was trained by Al Gore in 2017 as a Climate Reality Leader.
Jennifer chairs the Advisory Council for the Managing for Sustainability program at the University of Colorado Denver Business School. She serves as the Vice Chair of the Global Reporting Initiative (GRI) Stakeholder Council, representing business enterprise while advising the GRI Board on strategic issues. Jennifer was named to the Denver Business Journal 40 Under 40 in 2014 and is a graduate of the Leadership Denver Class of 2015.
Jeff West is leads IBM’s global corporate responsibility and sustainability strategy, managing IBM’s annual Corporate Responsibility Report, engagement with socially responsible investor analysts and global sustainability reporting. He also leads the IBM working group on corporate responsibility, which involves stakeholders from IBM’s Corporate Citizenship, environment, governance, supply chain, public policy, human resources and research functions.
Prior to joining IBM, Jeff served as director of corporate philanthropy at the Council on Foundations where he led the organization’s corporate philanthropy portfolio. Jeff is an expert in developing public private partnerships and spent eight years at the Peace Corps, the last five as the agency’s lead on strategic partnerships with the private sector. During his tenure, Jeff designed and implemented the Peace Corps' first ever strategic partnerships with global corporations including Coca-Cola, Kraft Foods, and IBM with programs spanning multiple countries in Africa, Asia, and Latin America. Jeff also served as a Peace Corps Volunteer in Ukraine.
Dr. Schultz has 20 years of experience in climate and global change research, management, decision support, and communication. He analyzes the impacts of climate change on a broad array of sectors and helps clients prepare for the threats and opportunities presented by climate change. Dr. Schultz manages or contributes to projects on climate-resilient development, including the U.S. Agency for International Development (USAID), coastal energy impacts for the U.S. Department of Energy (DOE), and climate risk screening for the World Bank (WB).
Dr. Schultz’s research has been in the fields of climate and carbon cycle modeling, the economics of climate change, and remote sensing of vegetation. He has led or contributed to the framing and development of dozens of global change assessments at the National Research Council, U.S. Global Change Research Program, and ICF.
Dr. Schultz has a Ph.D. and an M.S. in geosciences from Pennsylvania State University and a B.S. in geology from Virginia Polytechnic Institute and State University.
Dr. William W. Towns is a scholar, activist, and practitioner, dedicated to helping solve civic and urban issues at the structural level. He is the Executive Director of Benefit Chicago, a collaboration between The Chicago Community Trust, The MacArthur Foundation, and Calvert Impact Capital, mobilizing $100 million in impact investments targeting the social enterprise sector in the Chicago region.
He came to Benefit Chicago from the University of Chicago, where he was an Assistant Vice President and led the Office of Civic Engagement’s Anchor Strategy, which looked to understand how a university could support equitable economic change.
Dr. Towns serves on numerous boards and committees, within the housing, health care, banking and education sectors, including the Chicago Community Land Trust Board and the Advisory Council on Agriculture, Small Business and Labor for the Federal Reserve Bank of Chicago. He is a frequent speaker on topics ranging from impact investing, corporate social innovation, women in the workplace and civic engagement.
Dr. Towns is an Adjunct Lecturer of Social Impact at the Kellogg School of Management at Northwestern University. He received a BA from Loyola University Chicago, an MBA from the University of Notre Dame, and a Ph.D., from Benedictine University.
Nicole Torrico is program manager at the Intentional Endowments Network. Nicole manages working groups on key topics including student-managed investment funds, sustainable investing curriculum, clean energy, and gender lens investing; coordinates and curates educational content including the monthly webinar series, weekly news round-up and bi-monthly newsletter; and contributes to writing reports and researching topics related to SRI and ESG investing at college and university endowments.
Prior to IEN, held several pivotal roles at Green Mountain College’s sustainability office, including interim director of sustainability, where she supported the development and execution of campus-wide strategic sustainability initiatives. These included renewable energy procurement, waste diversion, student education, and sustainable investing through the endowment.
Nicole graduated Magna Cum Laude from Green Mountain College with a B.A. in Institutional Sustainability and Economic Policy, as well as a B.A. in Renewable Energy and Ecological Design.
Daniel has held the position of vice president and general counsel at TerraCycle, Inc. since June 2016 after having spent the previous six years as its vice president for global administration responsible for overseeing the company’s expansion into 20 foreign markets. Prior to joining TerraCycle, Inc., Daniel worked at the American Enterprise Institute in Washington, D.C., studying monetary policy. He holds a BA in government from Cornell University and a JD from the University of Miami (FL) School of Law.
Marija Kramer is managing director of ISS ESG, the responsible investment arm of Institutional Shareholder Services Inc. She leads the ISS-ethix business unit, which enables investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through in-depth research and screening solutions. Marija also heads ISS-climate, which provides data, analytics and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. She is responsible for new ESG product development, working closely with industry constituents and partners to advance ESG solutions for the benefit of institutional investors.
A member of ISS’ Leadership Team, Marija has been instrumental in identifying and securing external growth opportunities, globally, for the ISS ESG business.
Before joining ISS in 2003, Marija was with Thomson, where she was responsible for the design and implementation of Thomson’s flagship investment management and banking portals. She holds an M.B.A. from American University’s Kogod School of Business.
Todd Kading has been serving retirement plan clients for over 20 years. He is the president and co-founder of LeafHouse Financial (“LeafHouse”), a national discretionary investment manager for retirement plans. LeafHouse partners with advisors in providing fiduciary investment services, and integrates technology and industry knowledge to provide a layer of protection to plan sponsors and advisors. The firm manages over $5 billion in retirement plan assets, and serves retirement plans that range from start-up to large institutions (both public and private clients) across the U.S.
Todd is one of the most credentialed and experienced advisors in the retirement fiduciary field in the country. He has become a sought-after national speaker and authority in the retirement plan arena. Todd has been interviewed by Fox Business News and spoken for numerous groups such the National Federation of Independent Businesses, the Texas Association of Business, and over a dozen SHRM chapters.
Mr. Bernhardt is a noted expert in sustainable finance and is often quoted in financial industry press. In 2017, he was ranked as one of the “top 20 most influential individual consultants globally” in the Sustainable and Responsible Investing category by Independent Research in Responsible Investment.
At Mercer, Alex leads ESG integration exercises for the boards and investment committees of a range of institutional investors. Alex was a lead contributor to Mercer’s “Investing in a Time of Climate Change” research and has since (co)-led related consulting arrangements for North American institutional investors representing more than $800B of assets.
Prior to joining Mercer, Alex was a senior vice president at Guy Carpenter, another Marsh & McLennan operating company. Here he co-led the “Flood Insurance Risk Study”, an in-depth year-long project for the U.S. National Flood Insurance Program (NFIP) focused on researching the global capacity for catastrophic flood reinsurance, options for flood insurance privatization in the U.S., and the NFIP's capital adequacy.
Mr. Bernhardt holds a BA from the University of Puget Sound, is a board member for Earth Economics and holds FINRA Series 7 and Series 63 licenses.
Steven Wallman is founder and CEO of, Folio Financial, Inc. (formerly FOLIOfn, Inc.), the parent company of The SRI Conference and Community, Folio Investing, Folio Institutional, and VIA Folio. Together, these Folio brands deliver innovation that benefits investors and those who serve them.
In 2016, FOLIOfn, Inc. (now Folio Financial) acquired First Affirmative and The SRI Conference as part of the company’s ongoing mission to transform the way people invest for the better. Folio Financial’s commitment to SRI greatly widens the scope of possibilities for responsible investors with new technology, tools, and investment opportunities, including private impact investing. In 2017, Mr. Wallman established The SRI Conference and Community to help grow the SRI ecosystem even further, by including all those who have a stake in a healthy, safe, equitable, and prosperous future, and by providing a forum for year-round collaboration and communication.
Mr. Wallman is currently a member of the FINRA FinTech Committee and recently served on the SEC’s Investor Advisory Committee, where he chaired the market structure subcommittee. Before founding Folio, Mr. Wallman was an SEC Commissioner from 1994 to 1997. His tenure there was characterized by advocacy on behalf of individual investors. Previously, he was a partner at the law firm of Covington & Burling. He holds his Juris Doctor degree from Columbia University, and two degrees from the Massachusetts Institute of Technology.
George R. Gay CFP, AIF is chief executive officer of First Affirmative Financial Network and a member of the firm's investment committee.
Mr. Gay grew up on a family farm near what was then a heavily polluted Lake Erie. He recalls being admonished to “keep his head out of the water” when swimming to avoid getting sick. He credits that lasting memory as one of his inspirations for embarking on a career in SRI.
After graduating from West Point, and after handling the financial management of the “city part” of an army base for six years, he earned his Certified Financial Planner designation. Here his lifelong interest in environmental protection intersected with his passion for investing, and he became the portfolio manager of an environmentally-focused mutual fund in the early 1990s.
He has produced and hosted The SRI Conference since 1990, and has served on the board of directors of the Social Investment Forum for more than a dozen years. He was also the recipient of the industry's 1997 "SRI Service Award."
Mr. Gay is a 1974 graduate of the United States Military Academy at West Point; he served on active duty for nine years in various command, staff and faculty assignments as an Armor officer.
Danielle M. Burns is head of business development for CNote. Prior to CNote, Danielle was vice president of sales and marketing for First Affirmative Financial Network, LLC. Her background emphasizes technology training and practice management development for financial advisors.Danielle began her financial services career in 1994 at the Wachovia Corporation where she worked for both Wachovia Bank and Wachovia Securities performing a variety of management duties over her nine-year tenure. Danielle serves on the board of Green America, a not-for-profit membership organization founded in 1982, whose mission is to harness economic power to create a socially just and environmentally sustainable society. Danielle is a certified trainer for Walking On the Glass Floor which promotes Diversity and Inclusion for Women in Leadership.Danielle holds an MBA with an emphasis in marketing as well as the AIF designation.
Greg Vigrass is president of Folio Institutional. He joined the company in 2003, and oversees all corporate sales and business development activities with financial advisors, money managers, mutual fund companies and other financial institutions. He is a noted expert on digital advisory services, SRI industry perspectives, brokerage technology, and risk mitigation.
Mr. Vigrass previously served as vice president, sales and marketing for GlobeNet Capital Corp. Prior to that he worked for 10 years at Charles Schwab & Co. Inc., spending significant time in senior level institutional sales and service roles at Schwab Institutional. He holds a BA from the University of Hawaii, and has more than 20 years of experience in the financial services industry.
Amy Thacker is the chief operating officer for First Affirmative Financial Network, LLC. Sustainable, responsible, and impact investing connects two areas Ms. Thacker is passionate about: helping investors—regardless of economic status—achieve their retirement goals, and creating clean, sustainable, living conditions for all.
Prior to joining First Affirmative, Ms. Thacker was most recently a vice president with T. Rowe Price’s retirement plan services division where she was responsible for directing a successful strategic project team focused on transforming the division’s business model, recordkeeping platform, and ancillary applications.
Ms. Thacker holds the FINRA Series 7, 6 and 63 licenses, and is a certified Six Sigma yellow belt. She earned her master’s degree in organizational leadership from Regis University, and a B.S. in nutrition from the University of Northern Colorado.
Holly manages corporate engagement activities for First Affirmative Financial Network and directs the firm’s proxy voting policy and implementation. She was responsible for developing and launching the firm’s direct advocacy program in 2008 and has since engaged dozens of portfolio companies through dialogue and resolution filing on numerous environmental, social, and governance issues. Holly works with the firm’s advisors and their clients, providing advocacy education and engagement opportunities. Holly has been affiliated with First Affirmative for over 25 years in several capacities, including business development and as an Investment Advisory Representative.
Theresa Gusman is chief investment officer of First Affirmative Financial Network and chair of the firm’s investment committee. Ms. Gusman is passionate about enabling the firm’s clients to achieve their dreams by reaching both their financial and impact objectives.
Prior to joining First Affirmative, she founded ENDURANCE LLC to build and enhance the power of capital markets to accelerate the flow of money and ideas to investments for both purpose and profit. Before this, Ms. Gusman held a series of leadership positions at Deutsche Bank including senior portfolio manager, global head of equities, head of U.S. equity research, and global head of commodities. For more than 17 years, she led Deutsche Bank’s global proxy voting committee, where she set the firm’s corporate assessment and engagement strategy.
Ms. Gusman is also the co-founder of the RelateID Foundation, has taught an MBA course on sustainable finance, and served on the SIFMA Securities Industry Institute board, the Financial Women's Association’s directorships and corporate governance committee, and Après Group’s advisory board.
Srikant leads impact investing at Techstars, where he helps social entrepreneurs make a lasting impact on the world’s most pressing social and environmental problems. Earlier, Srikant was a VC-backed tech entrepreneur (KBkids/eToys and StorePerform, now JDA), a Bill & Melinda Gates foundation philanthropic investor, the founding president of Mount St. Mary’s University Online, Entrepreneur in Residence at two top VC funds (Softbank’s Mobius Ventures and Battery Ventures), a founding team member of MediaOne, and a consultant for McKinsey & Co.
Kate Gordon is a nationally recognized expert on the intersection of climate change, energy, and economic development. Gordon was appointed Director of the Governor’s Office of Planning and Research and Senior Advisor to the Governor on Climate by Governor Gavin Newsom on January 7, 2019. She has authored or co-authored numerous publications, including the Fourth National Climate Assessment's chapter on “Reducing Risks Through Adaptation Actions”. Prior to being appointed OPR Director, Gordon was a Senior Advisor at the Henry M. Paulson Institute, where she oversaw the “Risky Business Project,” focused on quantifying the economic impacts of climate change to the U.S. economy, and also provided strategic support to the Institute’s U.S.- China CEO Council for Sustainable Urbanization. She was also a nonresident Fellow at the Center on Global Energy Policy at Columbia University.
Earlier in her career Gordon served as Vice President for Climate and Energy at the Center for the Next Generation, Vice President of Energy and Environment at the Washington D.C.-based Center for American Progress, and Co-Executive Director at the national Apollo Alliance (now the Blue Green Alliance).
Gordon earned a J.D. and a masters in city and regional planning from the University of California-Berkeley, and an undergraduate degree from Wesleyan University.
John Anderson Lanier is Ray Anderson’s grandson and executive director the Foundation created by the Interface founder upon his death in 2011. He’s furthering the work of his pioneering grandfather by writing the rest of his story – literally and figuratively.Mid-Course Correction Revisited (Chelsea Green, May 2019) is a reissue of Ray’s 1998 book with an update on the company’s journey to sustainability, and new chapters by John that capture the lessons learned from the Interface journey and the implications for the next generation in business and industry. John currently serves as Chair of the Board of Directors for Southface, the southeast's nonprofit leader in the promotion of sustainable homes, workplaces and communities through education, research, advocacy and technical assistance. Lanier was a member of the 2014 class of the Institute for Georgia Environmental Leadership (IGEL). He earned his Juris Doctorate from the University of Virginia School of Law, and he holds Bachelor of Arts Degrees in History and Economics from the University of Virginia. He is an Atlanta native married to Chantel, and the two of them have two children, Joseph Ray (J.R.) and Cecilia.
Daniel manages a $50MM private credit impact investment fund that invests in Habitat’s 1,200 affiliates across the country. Daniel has also led the effort to build Habitat Mortgage Solutions, a community development financial institution which provides mortgage origination services and access to the lending and broader capital markets.
Daniel has nearly 15 years of experience in financial service starting as an analyst at Bank of America in on the loan syndication desk. He went on to become a fixed-income research associate with the bank, focusing on the media and telecom sectors. He has also worked for the mission-based investment fund Local Initiatives Support Corporation, where he helped to manage the organization's portfolio and underwriting operations. Prior to his current role Daniel worked at a hedge fund that traded esoteric insurance risk at Lloyd’s of London.
Daniel sits on the board of The Grove Park Foundation and is an advisory board member of The Reinvestment Fund.
Originally from the South Side of Chicago, Patrick came to Massachusetts at 14, when he was awarded a scholarship to Milton Academy through the Boston-based organization A Better Chance. After Harvard College and Harvard Law School, he clerked for a federal appellate judge and then launched a career as an attorney and business executive, becoming partner at two Boston law firms and a senior executive at Texaco and Coca-Cola. In 1994, President Clinton appointed Patrick to the nation’s top civil rights post, Assistant Attorney General for Civil Rights. In 2006, in his first bid for public office, he became the state’s first African-American governor. In his two terms as Governor, Patrick oversaw the expansion of affordable health care to more than 98 percent of state residents, launched initiatives stimulating clean energy and biotechnology, won a national Race to the Top grant, and steered the state out of recession to a 25-year high in employment. Patrick currently serves as a Managing Director of Bain Capital Double Impact, where he focuses on investments that deliver both a competitive financial return and significant positive social impact. He is a Rockefeller Fellow, a Crown Fellow of the Aspen Institute, and the author of two books, A Reason to Believe: Lessons from an Improbable Life and Faith in the Dream: A Call to the Nation to Reclaim American Values.
Alexandra McPherson, Principal, Niagara Share. Ms. McPherson has spent the last twenty years scaling environmental solutions through the development of new organizations, projects and partnerships. She co-leads the Collaborative for the Regenerative Economy (CoRE) with the University at Buffalo's Materials Design and Innovation Department and Clean Production Action (CPA). CoRE is investing in a new multi-million dollar material innovation, and clean production program for clean energy technologies. Ms McPherson manages the Investor Environmental Health Network (IEHN), a membership-based investor collaborative, based at CPA. Through IEHN, she promotes market development of safer chemicals to enhance shareholder value, public health, and the environment. Prior to her work at Niagara Share, Ms. McPherson launched and co-founded Clean Production Action. There, she assembled a world-class team to deliver environmental tools and services to major corporations, governments and nonprofits worldwide, including Apple, Dell, HP, Kaiser Permanente, the European Union, and the US Environmental Protection Agency (EPA).
Courteney Keatinge oversees Glass Lewis’ research and vote recommendations for shareholder proposals and covers research on major environmental and social issues in all major markets. Courteney plays a lead role in Glass Lewis’ partnerships with ESG data providers and specializes in issuer and stakeholder engagement, corporate governance and ESG analysis. She is also an active participant in Glass Lewis’ policy and product development. She has written reports for Glass Lewis including Greening the Green: Linking Executive Compensation to Sustainability and Mind the Gap: Board Gender Diversity. She has also contributed to a variety of papers with organizations including the UN PRI and Ceres on issues related to ESG and corporate governance. Before joining Glass Lewis, Courteney worked on corporate governance and corporate social responsibility issues at the California Public Employees’ Retirement System and the Colorado Public Employees’ Retirement Association. She has also filled roles including social media manager and scribe and as a featured author in the Yearbook for the International Corporate Governance Network. Courteney holds a bachelor’s degree in business administration and a master’s degree in business administration, with a concentration in corporate social responsibility from Daniels College of Business at the University of Denver.
Guillermo Miranda is Vice President & Global Head of IBM Corporate Citizenship. In this role, he leads IBM’s Citizenship Sustainability and Reputation (CSR) and Social Impact initiatives. A global steward of technology, IBM harnesses leading edge talent and technology to change the world, improving education and health and community resilience.
Guillermo is driving the digital transformation of IBM's citizenship programs and initiatives to create the future. This transformation is expanding IBMers participation and engagement across the company. Guillermo is deeply engaged in using digital learning to transform the workforce for the future. He is passionate about the tangible benefits of diversity and inclusion.
Since 1997, Guillermo has served IBM in various leadership roles around the world, beginning in Peru and extending across Europe, Latin America, North America, Africa and the Middle East. He is fluent in Spanish, English and Portuguese. His previous leadership roles include IBM’s Chief Learning Officer, People & Talent Head for the Digital Business Group, Regional HR VP for Africa & Middle East, among others. He has also served as the Chief Human Resources Officer of the InterAmerican Development Bank and the Peruvian Tax Agency (SUNAT).
Guillermo is the founding Chair of the Digital Learning Consortium, serves on the Board of Directors of IPCOM Global LLC. and is a member of the Advisory Board of the Digital Marketing Institute. He holds an MBA from Deusto University (Spain), and a Law degree from the Pontificia Universidad Católica del Perú. He and his family live near Washington, D.C.
Sarah Grenon is Vice President of Marketing and Communications at Impax Asset Management LLC and Pax World Funds. She is responsible for the strategic development and oversight of all marketing functions for the management company and the funds. Prior to joining the firm in 2015, Sarah held senior positions in public relations, advising clients in the energy, finance, consumer and nonprofit sectors. Sarah graduated summa cum laude from Boston University with a Bachelor of Science in communications. She holds a certificate in asset management from The Wharton School.
Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™️ for funds in 2016.
In 2018, Jon was named to Barron’s list of the 20 most influential people in ESG investing.
Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes.
Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for Morningstar in 1998. He left the company in 1999 to work for Domini Social Investments, LLC before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the Investment Advisory unit in 2014.
Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.
Phil Glynn is president of Travois—a Certified B Corporation that provides capital and development services throughout Indian Country. Indian Country comprises American Indian, Alaska Native and Native Hawaiian Communities. Travois works with Native community leaders to build social infrastructure and increase energy access. Since 1995 we have worked with our clients to bring $1.4 billion of investment to affordable housing, infrastructure, health care, education, small business and other developments. Phil is a board member of the New Markets Tax Credit Coalition, Kansas City’s Northeast Community Center and chairs the MPA advisory council at the Henry Bloch School of Business and Public Administration at the University of Missouri-Kansas City (UMKC). Phil holds an MPA from UMKC and a bachelor’s in English from Wake Forest University. He and his wife Elizabeth are raising three kids and a Golden Doodle in the heart of Kansas City.