Michelle Edkins is a managing director at BlackRock and global head of its investment stewardship team. Michelle is responsible for over 30 specialists who represent BlackRock’s asset management clients in corporate engagement and proxy voting. She also serves on the firm’s Global Operating, Human Capital and Government Relations Steering Committees. An active participant in the public corporate governance debate, she has been named to the NACD Directorship 100: Governance Professionals and Institutions for the past seven years. She is also a fellow of the Aspen Institute’s First Movers program and a former chair of the board of governors of the International Corporate Governance Network.
She currently participates in a number of industry initiatives to enhance governance and sustainable business practices. These include the U.S. chapter of the 30% Club, a market initiative to increase the number of women on boards and in senior management, the Sustainability Accounting Standards Board (SASB) Investor Advisory Group and the CECP’s Strategic Investor Initiative. An economist by training, Michelle has also worked in the UK in a number of investment stewardship-related roles and in government roles in her native New Zealand.
Dan Esty directs the Yale Center for Environmental Law and Policy and serves on the advisory board of the Center for Business & Environment at Yale, which he founded in 2006. From 2011 to 2014, Professor Esty served as head (commissioner) of the Connecticut Department of Energy and Environmental Protection. Professor Esty is the author or editor of ten books and numerous articles on sustainability and environmental issues. He is the author (with Andrew Winston) of the prize winning book, Green to Gold: How Smart Companies Use Environmental Strategy to Innovate, Create Value, and Build Competitive Advantage. Prior to his position at Yale, Professor Esty was a senior fellow at the Peterson Institute for International Economics, served in a variety of senior positions in the U.S. Environmental Protection Agency, and practiced law. He holds his JD from Yale Law School, an MA from Balliol College at Oxford University where he was a Rhodes Scholar, and an AB from Harvard College.
Jeremy Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s chief investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School. He is a member of the Academy of Arts and Sciences, holds a CBE from the UK and is a recipient of the Carnegie Medal for Philanthropy.
Robert J. Jackson Jr. was appointed by President Donald Trump to the U.S. Securities and Exchange Commission (SEC) and was sworn in on January 11, 2018. Commissioner Jackson has extensive experience as a legal scholar, policy professional, and corporate lawyer. He comes to the SEC from NYU School of Law , where he is a Professor of Law. Previously, he was Professor of Law at Columbia Law School and Director of its Program on Corporate Law and Policy. Commissioner Jackson’s academic work has focused on corporate governance and the use of advanced data science techniques to improve transparency in securities markets. He was the founding director of Columbia Law School’s Data Lab, which used cutting-edge technology to study the reliability of corporate disclosures. Commissioner Jackson has written more than 20 articles in the nation’s most prestigious legal and economics journals.
Chad Myers is a weather anchor and severe weather expert for CNN Worldwide based in the network's world headquarters in Atlanta. Prior to joining CNN Worldwide, Mr. Myers served as a meteorologist and weather anchor for CNN/U.S. Earlier, he was a meteorologist with WXYZ-TV in Detroit, chief meteorologist and anchor for WSYX-TV in Columbus, Ohio, weekend meteorologist for KOCO-TV in Oklahoma City, meteorologist at WTVR-TV in Richmond, Va., and a weekend weather/environmental reporter at KOLN-TV in Lincoln, Neb. From 1985-1987, he Myers worked within the Techniques Developmental Lab of the National Weather Service in Silver Spring, Md., developing the computer systems for the AWIPS 90 forecasts and NEXRAD radar. Mr. Myers holds his bachelor's degree in meteorology from the University of Nebraska and holds the American Meteorological Society Seal of Approval.
Kurt Summers is treasurer of the city of Chicago. Treasurer Summers manages the city’s $8 billion investment portfolio and is responsible for maintaining records and accounts of the city’s finances. He sits on four local pension boards with nearly $25 billion under management. Prior to serving as Chicago’s treasurer, he was a senior vice president at Grosvenor Capital Management and a member of the office of the chairman. In that role, Mr. Summers was a leader of the emerging and diverse manager business, which invested over $2 billion in minority- and women-owned firms. Prior to his time at Grosvenor, he served as chief of staff to Cook County Board president Toni Preckwinkle and as the appointed trustee for the $9 billion Cook County Pension Fund. Mr. Summers began his career at McKinsey & Company, and later served as chief of staff for Chicago 2016, the city’s bid for the 2016 Summer Olympic Games. He holds an MBA from the Harvard Business School and a B.A. from Washington University in St. Louis.
Phil Weiser is the Hatfield Professor of Law and former Dean of the University of Colorado Law School. He is a beloved teacher and leader in Colorado’s entrepreneurial community. Mr. Weiser held senior leadership positions in the Obama administration, appointed to serve as a Deputy Assistant Attorney General in the U.S. Department of Justice and as Senior Advisor for Technology and Innovation at the White House’s National Economic Council. At CU Law, Mr. Weiser founded the Silicon Flatirons Center for Law, Technology, and Entrepreneurship, litigated civil rights cases, co-chaired Governor Bill Ritter’s Innovation Council, and served on President Obama’s Transition Team, overseeing the Federal Trade Commission. Earlier in his career, he served in President Clinton’s Department of Justice. After graduating law school, Mr. Weiser worked in Denver for Judge Ebel on the Tenth Circuit Court of Appeals and held two clerkships at the United States Supreme Court, for Justices Byron White and Ruth Bader Ginsburg. He lives in Denver with his wife Dr. Heidi Wald, and their two children.
Arina Abbott oversees all marketing activities for Green Alpha. In her role, she translates complicated investment philosophy, process, and portfolio construction topics into materials that are more accessible to those outside of Green Alpha. Ms. Abbott graduated cum laude from Colorado College and received a B.A. with distinction in international political economy.
Sam Adams is CEO and co-founder of Vert Asset Management, a dedicated ESG fund manager. He founded Vert to make sustainable investing easier for financial advisors and their clients. The choices investors make shape our world. The more sustainable choices investors make, the more sustainable our world will become. Prior to launching Vert, Mr. Adams spent almost 20 years working at Dimensional Fund Advisors. He started Dimensional’s European Financial Advisor Services business and led it for 10 years. He was part of the team that created Dimensional’s first ESG strategies, the Sustainability Core funds that are offered in the US. He also led the development and launch of Dimensional’s Global Sustainability Core Fund in Europe. He has a B.A. in philosophy from the University of Colorado, Boulder and an M.B.A. in finance from the University of California, Davis.
Sanjay Arya is head of indexes at Morningstar.
Benjamin Bailey is vice president of investments and a senior fixed income investment manager for Praxis Mutual Funds® and Everence® Financial, a leading provider of faith-based financial products in the United States and a ministry of Mennonite Church USA. He is a member of the organization’s investment management committee and has more than 15 years of experience in fixed-income investing. He has served as co-portfolio manager for the Praxis Impact Bond Fund since 2005 and co-portfolio manager of the Praxis Genesis Portfolios since June 2013. He also acts as co-portfolio manager on internal insurance portfolios and externally managed client accounts. Mr. Bailey joined Everence in 2000, assisting portfolio managers as a socially responsible investing research analyst. A graduate of Huntington (Ind.) University, he earned the Chartered Financial Analyst® designation in 2003 and has served as president of the Investment Section for the American Fraternal Alliance. He often serves as a resource to regional and national organizations and events on positive investing in the bond market.
Mark Bateman is the director of ESG/SRI research for Aperio, a separate account asset manager providing hyper-customized portfolios, including on environmental, social, and governance (ESG) issues. He is also the founder of ENSOGO Analytics, a firm that rates the ESG attributes of mutual fund portfolios. Mr. Bateman serves on the Board of the Sustainable Investment Institute (Si2), a provider of impartial analysis of shareholder resolutions. Previously, Mark founded the research department at IW Financial (now part of ISS), a leading provider of value-added ESG research. His responsible investing career started at the Investor Responsibility Research Center (IRRC) in Washington, DC (now part of MSCI). His positions included director of the Environmental Information Service and Vice President of Research and Operations. Mr. Bateman also served on the original steering committee of the Global Reporting Initiative (GRI) helping to develop a sustainability reporting framework for companies. His consulting projects over the years have included work for the US EPA, World Resources Institute, and Ceres. Before joining the responsible investing industry, Mr. Bateman served on the legislative staff of Senator Mark O. Hatfield from Oregon. He holds a BA from The Johns Hopkins University and an MA from George Washington University.
Adam Bernstein is an ESG / Impact analyst for Gitterman Wealth Management. He is a core member of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services Team, which offers ESG and Impact investment solutions to both individuals and other financial professionals. He is a founding member of the 2018 Sustainable Investing Conference at the United Nations, as well as the 2017 and 2016 NYC Sustainable Investing Conferences. Mr. Bernstein is also a Board Member of the Sustainability Investment Leadership Conference (SILC), as well as a part of the NYC Climate Braintrust, a climate change social entrepreneur accelerator backed by the World Economic Forum and Echoing Green. He began his career at Merrill Lynch’s Global Wealth and Investment Management Division and Alliance Bernstein’s Thematic Portfolio Desk.
Matthew Blume, CFA®, is director of ESG research and a wealth manager at Appleseed Capital. Prior to joining the firm, he was an investment advisor for Cornerstone Asset Management. Mr. Blume holds his B.S. in electrical engineering from Valparaiso University and is currently an MBA candidate at Northwestern University’s Kellogg School of Management.
Sara Boyd is a portfolio manager with Highwater Wealth Management. Ms. Boyd has over thirty years of portfolio management experience, working with individuals, foundations and endowments. She is an active participant in the sustainable/responsible, impact, gender lens investing, and social enterprise community. She is a member of Beyond Our Borders and co-chair of their gender lens investment committee. She is also a supporter of Capital Sisters International and Friendship Bridge. She holds an MBA in Finance from Rensselaer Polytechnic Institute, and a B.A. in economics from the University of Arizona.
Christian Braemer is CEO and founder of Benefunder, a platform that helps connect philanthropists with leading researchers. Prior to becoming an entrepreneur, he began his career as a financial advisor with Morgan Stanley and later, Merrill Lynch. In 2006, he founded Joe Media, the first national free WiFi network which was later acquired by a leading digital out of home media company. Throughout his career, Mr. Braemer has volunteered with various nonprofits. He was president of the Swedish-American Chamber of Commerce when they hosted the largest business networking event between the two countries. Mr. Braemer also co-founded Hunger at Home, a fundraiser for local charities serving the homeless, founded on an innovative ‘zero overhead’ concept. Christian currently serves as an entrepreneur in residence with CONNECT and is a past speaker at TEDMED and MIT Enterprise Forum. Christian earned his business degree from Copenhagen Business College and completed military service as sergeant/section commander in the Danish 1st light infantry division. While serving, he was elected vice national spokesman for enlisted personnel.
Lindsey Brannon is director and head of public finance for Neighborly.
Ophir Bruck is a US network manager at the Principles for Responsible Investment (PRI), overseeing its network and initiatives in the western US. Prior to joining the PRI, he was an analyst at the University of California Office of the chief investment officer, where he co-led the development and implementation of a responsible investment framework for the university system’s endowment, pension and working capital assets. Mr. Bruck was also an energy program fellow at the shareholder advocacy nonprofit, As You Sow, and a senior analyst at Croatan Institute, where he contributed to research on responsible and impact investing,including the biennial US SIF Report on Sustainable, Responsible and Impact Investing Trends. He holds a B.S. in society and environment from the University of California, Berkeley.
Marc-Olivier Buffle is senior client portfolio manager at Pictet Asset Management.
Kim Buncle is the head of ESG research on the social impact investing team at Wells Fargo Private Bank. She conducts research on environmental, social and governance (ESG) issues and leads the team’s engagement program. Prior to joining Wells Fargo, she was an investment analyst at Stewart Investors, a boutique investment firm based in Edinburgh, Scotland. She completed a master’s of science (MSc) in international development from the University of Edinburgh and holds a B.A. in political science from the University of San Diego. Kim has earned the SASB FSA (Fundamentals in Sustainability Accounting) credential.
William Burckart is the president and chief operating officer of The Investment Integration Project (TIIP), an applied research and consulting services firm that helps investors navigate ESG and impact investing. He has also contributed to the field through groundbreaking research, including the development of market insights and practical guidance for institutional investors and financial advisors in collaboration with the Money Management Institute; co-editing the New Frontiers of Philanthropy: A Guide to the New Tools and Actors that Are Reshaping Global Philanthropy and Social Investing, and was involved in the writing of the Status of the Social impact investing Market: A Primer that was distributed to policymakers at the inaugural G8-level forum on impact investing. Mr. Burckart is a visiting scholar of the US Federal Reserve.
Yovanka Bylander is the head of North American ESG Busines for ISS. Prior to her current role, Ms. Bylander served as head of asset owner strategy, head of ISS’ QuickScore product line, and head of ISS’ securities class action services business. Before joining ISS, Yovanka was acting CEO of Hawkstone Capital LLC, a $200 million European long/short fund. Prior to Hawkstone she covered Latin American and European bank stocks at Fox-Pitt, Kelton and Morgan Stanley. While at Morgan Stanley, she contributed to a $2 billion Brazilian bank equity placement – one of the largest such transactions at the time.
Rebecca Carland is senior investment director with Cambridge Associates. Ms. Carland advises families and family foundations on asset allocation strategy, manager selection, and investment program evaluation. Prior to Cambridge Associates, she was a wealth advisor with Goldman Sachs. Ms. Carland also spent several years at the U.S. Department of Justice focused on antitrust litigation and international rule of law. Rebecca recently co-authored the paper, “The Foundation of Good Governance for Family Impact Investors,” and is a member of Cambridge Associate’s mission-related investments team. She holds her M.BA. from the University of Virginia’s Darden School of Business, and a B.S. in international relations from Tufts University.
Kesha Cash is a general partner with Impact America Fund. Named to Fast Company’s “100 Most Creative People in Business,” Ms. Cash founded Impact America to invest in high-growth companies that enhance the economic well-being of marginalized communities in America. She spent the first decade of her career as a mergers and acquisitions analyst at Merrill Lynch in NYC, an operational consultant to inner-city small businesses in Los Angeles, and as an impact investments associate at Bridges Ventures in the UK. In 2010, Kesha and Josh Mailman co-founded Jalia Ventures, a $5M initiative that invested in mission-driven entrepreneurs of color. She holds her MBA from Columbia Business School and a B.A. in applied mathematics from UC Berkeley.
Paige Chapel is president and CEO of Aeris. She has worked in the community impact investing field for more than three decades. Her early work centered on investment in sustainable food systems, and later expanded to commercial real estate development in under-served markets. Ms. Chapel was one of the founders of ShoreBank Pacific (now Beneficial Bank), a federally regulated environmental development bank, and served on the bank’s management team and board of directors. Ms. Chapel holds a B.A. from Northwestern University.
Emily Chasan is the sustainable finance editor at Bloomberg News where she writes about trends in sustainable and impact investing, as well as corporate responsibility and governance. Ms. Chasan edits Bloomberg's weekly "Good Business" newsletter, which provides actionable insights for investors and corporate leaders on sustainability. She was previously a senior editor at The Wall Street Journal's CFO Journal, and a senior correspondent at Reuters where she covered accounting, law, hedge funds, manufacturing, and the U.S. stock market. She led the wire service's team of bankruptcy reporters during the financial crisis from 2008 to 2010. She has won two Front Page Awards from the Newswomen's Club of New York and in 2012 was named to the National Association of Corporate Directors' "Directorship 100" list of the most influential people on corporate boards. Ms. Chasan graduated from Tufts University cum laude with a degree in economics and international relations.
Lori Chatman is responsible for setting and implementing capital- raise and deployment strategies and also leads Enterprise’s capital innovation practice. Prior to her current position, she was the senior vice president and chief credit officer of the Enterprise Community Loan Fund, and the director of lending for the Calvert Social Investment Foundation (now Calvert Impact Capital). Lori serves on the board of Appalachian Community Capital, a 17-member CDFI committed to meeting the credit needs of rural Appalachia. She is also a member of Capital One’s Community Advisory Council, Northern Trust’s CDE Advisory Committee, and Chase’s New Market Corporation Advisory Board. Lori is the immediate past chair of the board of directors for the Opportunity Finance Network.
Melissa Cheong is the chief investment officer at ZOMA Capital, the private family office of Ben and Lucy Ana Walton, where she oversees the management of the family’s various investment activities, employing a fully values-aligned investment strategy. Prior to working with the Waltons to establish ZOMA Capital, Melissa held various positions working with family offices and within the financial services sector. Most recently, as a managing director at Imprint Capital, Melissa worked with family offices, foundations and financial institutions to build mission-aligned social impact investment portfolios. She is a director on the boards of RPM Events and Techtonic Group. She also serves on the board of Agora Partnerships, a nonprofit working with entrepreneurs focused on solving deep social and environmental challenges in emerging markets. Ms. Cheong holds an M.B.A. from Columbia Business School, with a concentration in finance, economics and international development, and earned a B.A. with honors in political science from the University of Chicago, where she received the Richter Grant.
Danelle Chung, CFP®, EA, is principal at Pi WealthPlan, an independent practice that crafts financial strategies for entrepreneurs who want to build their wealth through impact investing. She entered financial services in 2006 as an enterprise credit analyst; then joined Deloitte’s global business valuation unit researching private equity deals in Central Asia. She has defined strategies at wealth management firms in NYC and San Francisco. She is fluent in Russian, plays the accordion, and is building a family in Silicon Valley.
Justin Conway is vice president, investment partnerships with Calvert Impact Capital and president of the firm’s wholly-owned subsidiary, Community Investment Partners. He manages the firm's financial services and distribution relationships, leads the investor relations and marketing team, and works closely with investors and financial advisors. Prior to Calvert Impact Capital, Justin managed the Community Investment Program of the Social Investment Forum and Green America. Mr. Conway also serves as the board treasurer of US SIF. He holds a master’s degree in applied economics from Johns Hopkins University and a bachelor’s degree in sociology and statistics from James Madison University.
Damiano de Felice is responsible for the Foundation’s strategy setting and implementation activities, with a focus on enhancing the Foundation’s long-term impact on access to medicine and on securing its sustainability. In addition, he leads the Foundation’s interactions with governments and investors and is responsible for fundraising. He is an expert in the relationship between the pharmaceutical industry, access to medicine and development, and is a member of the World Economic Forum Global Future Council on Human Rights. Mr. de Felice regularly speaks about the outcomes of the Foundation’s research programmes, such as the Access to Medicine Index and Antimicrobial Resistance Benchmark. During his career, he has advised international organisations, companies, governments and NGOs, including the UN Working Group on Business and Human Rights and the Italian Ministry for Economic Development. Mr. de Felice holds a Ph.D. in international relations from the London School of Economics, and master’s degrees in political science from the University of Pisa and in international relations from the Sant’Anna School of Advanced Studies.
Kevin DiSano is senior managing director and oversees ETF sales at Nuveen. He is responsible for leading a team of specialists and is involved in the development of the firm’s ETF distribution plan. Prior to joining Nuveen, heserved as executive vice president and chief portfolio strategist of IndexIQ, and as a senior vice president in the Capital Advisory Group at Lazard Asset Management, where he specialized in working with family and multi-family offices, as well as endowments and foundations. Mr. DiSano graduated with a B.S. in speech communication, psychology and business industry education from the University of Minnesota. He holds the CIMA and CPWA designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.
Frank Dobbin is professor of sociology at Harvard University where he studies organizations, inequality, economic behavior, and public policy. His evidence-based research on corporate diversity programs (with Alexandra Kalev) have been covered by The New York Times, The Washington Post, The Boston Globe, Le Monde, CNN, and National Public Radio. Dobbin has published numerous books including Forging Industrial Policy: United States, Britain, and France in the Railway Age (1994) and The Global Diffusion of Markets and Democracy (2008). Mr. Dobbin holds his Ph.D. from Stanford University and a B.A. from Oberlin College.
Sonya Dreizler, the founder of Solutions With Sonya, is a former financial services CEO with 15 years of industry experience. She enjoys helping financial services executives and financial advisors to grow their businesses and tackle complex business issues. She is also an expert in the rapidly growing field of Impact Investing. She helps growing financial services firms to deepen client relationships and increase revenues using impact investing & create efficient and scalable practices so advisors can spend time with clients, doing the work they love.
Patrick Drum, CFA®, is a research analyst with Saturna Capital’s institutional subsidiary, Saturna Sdn Bhd in Kuala Lumpur and is the portfolio manager for the Saturna Sustainable Bond Fund (SEBFX,) where he directs Sharia-compliant fixed-income investments. He is a select member of the UN-supported Principles for Responsible Investment (PRI) Fixed Income Outreach Subcommittee and an adjunct professor of finance at Presidio Graduate School (formerly known as Pinchot University and Bainbridge Graduate Institute). Mr. Drum has nearly twenty years of investment experience, having served institutions and private clients at UB.S. Financial Services, Moss Adams, Washington Mutual, and Morgan Stanley, including integrating ESG considerations into fixed-income portfolio management. He holds a BA in economics from Western Washington University and an MBA from Seattle University Albers School of Business.
Jay Eisenhardt is a Senior Sustainable Investing Product Manager for Northern Trust Asset Management. Within the Strategic Product Group, he is responsible for idea generation, product development, and research for Sustainable Investing strategies. Jay has 14 years of buy side experience across quantitative equity research, sustainable equity portfolio management, and performance analysis. At in previous roles, he focused on behavioral strategy and analysis and was lead portfolio manager for sustainable emerging markets, water, and climate strategies. He has a MBA from the University of Chicago, Booth School of Business and a BSBA in Finance from the University of Missouri.
Gregory Elders is an environmental, social and governance (ESG) analyst with JP Morgan Indexes. Mr. Elders has fifteen years of financial research experience, including developing quantitative models to assess company performance such as: ESG scoring, ‘Stranded Assets’ valuation, safety benchmarking, water scarcity exposure, and governance policies and practices. Mr. Elders is a sought-after public speaker and panel moderator, and has provided commentary for TV, radio, and international media.
Steven Ellis, CFA, is the founder and president of Colorado Capital Management (CCM), a fee-only financial advisory firm based in Boulder, Colorado. CCM provides portfolio management, financial planning and impact investing services to its high net worth clients. The firm is both a Certified B Corp and a Public Benefit Corp, and is deeply committed to a multiple bottom line business model. Mr. Ellis passionately leads the firm’s impact investing practice and enjoys contributing to the development of the field. Before founding CCM in 2000, he was a vice president and director of due diligence at Asset Management Group (now AMG National Trust), and a principal at Baydush Simon (now BSW Wealth Partners). He has also taught classes in impact investing at the Middlebury Institute of International Studies as well as classes in accounting and finance at Hosta Ecole Hotelier in Leysin, Switzerland. Throughout his career he has been an active volunteer and supporter of numerous nonprofit organizations. He holds a graduate degree from Cornell University, and an undergraduate business degree from the University of Colorado.
Steve Falci, CFA®, is chief investment officer of Impax Asset Management. Mr. Falci oversees the investment management of Pax World Funds, the development of fund strategy, and the collaboration between the investment analysis and environmental, social and governance-based research teams to enhance the firm’s sustainable investing strategy. Prior to joining the firm, he served as head of strategy development, sustainable investment at Kleinwort Benson Investors, as chief investment officer, equities, at Calvert Group, and as a principal and senior portfolio manager at Mellon Equity Associates. He serves on the board of directors of US SIF. Mr. Falci holds his MBA from the Stern School of Business at New York University, an M.A. from Pittsburgh Theological Seminary, and a B.S. in economics.
Lisa Gilbert is Public Citizen's vice president of legislative affairs. Previously Gilbert served as the deputy director and then director of Public Citizen's Congress Watch division. She advocates for government transparency and integrity, financial reform, civil justice and consumer protection. Before coming to Public Citizen, Gilbert was the democracy advocate for the U.S. Public Interest Research Group, and a campaign director who organized outreach campaigns to pass legislation on social justice and environmental issues for organizations such as the Human Rights Campaign, Sierra Club and Environment Washington.
Hallie Gilman oversees and manages all legal matters for Greenbacker. Prior to joining the firm she was an energy attorney at Bernstein Shur ,where she provided legal support to energy and infrastructure clients on a wide range of development, commercial and contracting issues. Prior to that, she was the chief of staff of global development at SunEdison, and associate general counsel at First Wind. Ms. Gilman holds her JD from Georgetown University Law Center and graduated cum laude from Harvard University with an A.B. in comparative religion.
Jeff Gitterman, AAMS®, is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of sustainable, impact, and ESG investing. He is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance®) Investing Services, which offers investment opportunities for individual clients, as well as research and investing services for other financial professionals in the sustainable, ESG, and impact arenas. Recognized as an ESG expert by Financial Advisor magazine, Mr. Gitterman has also been featured in Money, Affluent, and Morningstar magazines, The Wall Street Journal, and on CNN, among many others. Earlier this year, Gitterman Wealth Management served as the host of the 2018 Sustainable Investing Conference at the United Nations. Most recently, Jeff was named RIA “Thought Leader of the Year” by WealthManagement.com.
Julie Goodridge is CEO and founder of NorthStar Asset Management, Inc. For three decades, Julie has been a leader in socially responsible and sustainable investing, focusing on issues such as race and gender, economic inequality, human rights, environmental justice, health and safety, and corporate governance. Under Julie’s leadership, NorthStar has penned groundbreaking shareholder resolutions to expand shareholder voting rights, adopt universal principles such as the human right to water, and to address equal employment opportunities and compensation inequities. In addition to her work at NorthStar, Ms. Goodridge made history as the lead plaintiff in Goodridge vs. the Massachusetts Department of Public Health, which became the first court case to establish LGBT equal-marriage rights in the United States.
Julie Gorte, Ph.D., is senior vice president, sustainable investing with Impax. Ms. Gorte leads the firm's sustainability research team in conducting environmental, social and governance (ESG) security analysis on prospective and current investments, as well as the firm’s shareholder and public policy advocacy initiatives. Ms. Gorte’s team was instrumental in the development and launch of the Pax Global Women’s Leadership Index. She also serves on the investment committee of the United Nations Environment Programme Finance Initiative. She holds an M.S. and Ph.D. in resource economics from Michigan State University, and a B.S. in forest management from Northern Arizona University.
Mary Gregory is a sustainable investing specialist and a senior member of the institutional team. She focuses on the firm's proprietary sustainability strategies, and is a founding member of the sustainable investing development team. In this role, Ms. Gregory works closely with Brown Advisory’s sustainable investment professionals: equity and fixed income analysts and portfolio managers. She also serves as a relationship manager for select institutional clients and speaks at industry conferences. Before joining Brown Advisory in 2010, Ms. Gregory worked for nine years at T. Rowe Price International. She holds a M. Econ. Sc. degree from University College Dublin and a B.A. from Duke University.
Theresa Gusman is chief investment officer of First Affirmative and chair of First Affirmative’s investment committee. Prior to joining First Affirmative, Ms. Gusman 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 the at Deutsche Bank‘s global proxy voting committee, where she set the firm’s corporate assessment and engagement strategy.
Jon Hale, Ph.D., CFA®, is global head of sustainability research with Morningstar, Inc. He helped launch the Morningstar Sustainability Rating™ program for funds in 2016. A longtime devotee of sustainable and responsible investing, Jon worked for Domini Social Investments in 2000-2001 in between stints at Morningstar, where he has served in a variety of capacities. He has led the manager research team and the investment consulting team. Jon holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.
Nicole Harman is a program manager at the Intentional Endowments Network. In her current role, she coordinates the monthly webinar series, curates the weekly news round-up and bi-monthly newsletter, manages working groups on key topics including student-managed investment funds and sustainable investing curriculum, clean energy, and gender lens investing . She worked in Green Mountain College’s Sustainability Office, holding positions including Sustainability Office Manager and Interim Director of Sustainability. Nicole also served as Coordinator and Student Representative on the Socially Responsible Investing Advisory Committee, Public Relations Officer for the Student Campus Greening Fund, and Student Representative on the Authentic Sustainability Steering Committee. She graduated magna cum laude from Green Mountain College with bachelor’s degrees in Institutional Sustainability and Economic Policy, and B.A. in Renewable Energy and Ecological Design.
Lisa Hayles is vice president, institutional services with Boston Common Asset Management. In this role, she is responsible for client relationship management and business development, with a focus on foundations, endowments and their consultants. She coordinates Boston Common's inclusion shareowner engagement work supporting gender equality in the workplace. Ms. Hayles serves on the institutional investors committee of the Thirty Percent Coalition, a national nonprofit committed to raising the number of women, including women of color, on public company boards across the U.S. She also serves as a resource person on responsible investment issues with the Intentional Endowment's Network’s executive committee, and Confluence Philanthropy's asset owner working group.
Bob Helmuth is vice president, business development for Impax Asset Management LLC and Pax World Funds. In this role, he works with financial advisors across the nation who specialize in sustainable investing. He is also a member of the firm’s corporate social responsibility committee.
Mr. Helmuth currently serves on the board of directors for the Impact Hub Academy, and is a former founding board member of CORE Colorado, a sustainable trade association. He is a member of the SRI Conference’s agenda committee and serves on the membership committee of US SIF.
Mr. Helmuth holds his M.S. in public communication from Boston University and a B.A. from Colgate University.
Vicki Henn is chief human resources officer at The PNC Financial Services Group, Inc. Ms. Henn joined PNC in 1994 where she has held a number of leadership positions, including deputy director of human resources for the regional community bank, eastern division human resources manager and staffing manager for the distribution segment, and she has also served as managing director of community development banking. She holds a law degree from Seton Hall University School of Law, and a bachelor’s degree from Fairleigh Dickinson University.
Louise Herrle is managing director of Incapital. Ms. Herrle has over 30 years of experience in financial services and debt capital markets, including as corporate finance group head and treasurer of GMAC LLC, and treasurer and head of global debt funding at Freddie Mac, chief investment officer at Chrysler Financial, and treasurer at the Federal Home Loan Bank of Pittsburgh. Debt programs managed by Ms. Herrle have been the recipient of numerous industry awards. Ms. Herrle studied economics and mathematics at Robert Morris College where she graduated Magna Cum Laude with a B.S. in business administration.
Patricia Foley Hinnen founded Capital Sisters International, a nonprofit investment fund, to raise business capital for impoverished women in developing countries and to promote gender lens investing. She created the first women’s bond in the world to finance micro loans, for which she won the Global Purpose Prize for Financial Inclusion. She spent her career in international development with Congress, the microfinance industry, and the State Department where she represented the U.S. in the 21-country Asia Pacific Economic forum for a decade as head of the Women Leader’s Network. To date, She has raised capital for 100,000 women’s businesses in 25 countries.
Paul Hilton is a member of Trillium’s Sustainable Opportunities Strategy and Green Century Balanced Fund portfolio management teams. Prior to joining Trillium, he was vice president of sustainable investment business strategy at Calvert Investments, portfolio manager with The Dreyfus Corporation, and a research analyst at Smith Barney Asset Management. Mr. Hilton currently serves on the steering committee of the Intentional Endowments Network (IEN), a network focused on promoting ESG investing uptake by universities and colleges. He is former board chair of US SIF, former treasurer of the United Nations Environment Programme Finance Initiative, and founder of the Social Investment Research Analysts Network. He is a member of CFA Society Boston. Mr. Hilton holds Master’s degrees in anthropology from New York University and in education from Roberts Wesleyan College.
Vivienne Hsu, CFA, is founder and CEO of LENDonate, a unique marketplace lending and donation platform where nonprofits and supporters leverage their collective power for the greater good. With over 20 years of financial services experience, she has appeared in numerous interviews on CNBC and Bloomberg TV and is frequently quoted in national publications. Most importantly, she is passionate about strategic philanthropy and sustainable investment. Prior to being a social entrepreneur, Ms. Hsu was investment executive at U.S. Trust, Charles Schwab Investment Management and American Century Investments where she managed over $10B in equity portfolios. She received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. She is a CFA® charterholder. Additionally, Ms. Hsu is a consistent volunteer leader in nonprofit organizations whose roles include board member, development director and fundraising campaign director.
Ken Jacobs is wrapping up a 20-year career as an SRI advisor and financial planner. He has worked with First Affirmative throughout his career, and is now an advisor and consultant with Impact Investors. Prior to his career as a financial planner, Mr. Jacobs earned a master’s degree in public policy from the University of Michigan, and served as a budgeter for the State of Colorado for 14 years. There, he learned to use a spreadsheet. He has been involved in his community as a social activist throughout his lifetime and career. His financial planning practice served a diverse community of middle and upper-middle income clients, small businesses and progressive non-profit organizations. He believes that income inequality and climate change are among the gravest threats to the long-term financial prospects of American families. Mr. Jacobs currently serves as chair of the City of Golden’s Sustainability Board, and is a founding member of Good Business Colorado, an organization which advocates for strong economy, thriving communities and a sustainable environment.
Mahesh Jayakumar, CFA®, is a portfolio manager with Oppenheimer Funds. Prior to that, Mr. Jayakumar was a portfolio manager with State Street Global Advisors on the fixed income, currency and cash investments team. He holds an MBA from the MIT Sloan School of Management, an M.S. in computer science from Boston University and a B.S. in information systems from Purdue University. Mr. Jayakumar has also earned the Financial Risk Manager designation.
Meg Jones-Monteiro is responsible for leadership of ICCR’s shareholder engagement and advocacy on global and domestic health issues. She has more than fifiteen years experience in the public health field as a teacher, health educator, advocate, community researcher, and health consultant with organizations such as the Center to Advance Palliative Care, Rabin Martin, and the Adolescent Trials Network. In addition to coalition-building, Meg brings expertise in curricula development, capacity-building, research and program design in areas such as HIV and STI prevention, reproductive health, and reducing chronic disease risk.
Bruce M. Kahn is a portfolio manager at Sustainable Insight Capital Management. Mr. Kahn has over 25 years of experience in environmental and investment research and management. Previously, Mr. Kahn was a director in Deutsche Bank’s asset management division where he acted as an investment strategist conducting high-level analytical research on sustainable investing, including clean tech, water, and agricultural-based investment strategies as well as ESG/SRI strategies. Mr. Kahn currently serves as a Trustee and Chair of the Finance Committee of the Robert and Patricia Switzer Foundation. Mr. Kahn earned a PhD in land resources from University of Wisconsin, Madison, an MS in fisheries and allied aquacultures from Auburn University, and a BA in ecology and evolutionary biology from the University of Connecticut. Mr. Kahn currently is a lecturer of finance, statistics, and agriculture courses at Columbia University’s Earth Institute in the Sustainability Management Program.
Liddy Karter is managing director at Enhanced Capital Partners. Prior to joining Enhanced Capital, she was a managing partner at IRON Ventures which focused on sustainable business ventures enabling symbiotic reuse of energy, industrial material and water. Prior to IRON Ventures, Ms. Karter was CEO of Resource Recovery Systems, Inc., CFO of Netkey, Inc., and a vice president of the financial services group at Morgan Stanley. Liddy is active in angel investing and serves on the board of the Angel Capital Association. She is executive director of the Connecticut Venture Group, a statewide trade association for venture funds, and serves as a mentor at the Yale Entrepreneurial Institute. Ms. Karter holds her MBA from Yale University and a B.A. from Columbia University.
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. 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. 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.
Vishal Khanduja, CFA® is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management. He specializes in responsible and sustainable investing across global capital markets. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. He was also formerly vice president and portfolio manager at Columbia Management as well as associate director of fixed-income analytics at Galliard Capital. He holds his bachelor’s of engineering from Veermata Jijabai Technological Institute in Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. Mr. Khanduja is a member of CFA Institute and CFA Society of Boston.
Pooja Khosla is head of product development and director of data science at Entelligent. She is an economist, econometrician, and data analyst with extensive experience in predictive modeling, microfinance and designing impact investment projects. She has played a key role in developing Entelligent’s smart climate technology. Besides designing sustainability products she has an active teaching career-training students in economic applications and data science. She holds a Ph.D and a master's degree both in economics, and master's degrees in both public communications and econometrics.
Crystal Kim is a reporter for Barron’s. She lifts the hood on ETFs, mutual funds, and hedge funds to uncover industry trends, highlight actionable ideas, and warn of potential pitfalls. She has been covering environmental, social, and governance or ESG investing since 2014 and co-created Barron’s annual ranking of the top sustainable funds in 2016. Ms. Kim is also the host of Numbers By Barron’s, a two-minute daily market briefing available on smart speakers and all podcast channels.
Since retiring in 2009, Peter Kinder has served on several boards and is currently an independent member of Green Century Funds’ board of trustees and the Vermont Community Foundation’s board of directors. In 1988, Mr. Kinder co-founded what became KLD Research & Analytics, Inc. He served as its president until its sale in 2009 to Risk Metrics Group, which was acquired by MSCI, Inc. KLD served over 400 institutional clients and was the world’s leading provider of socially responsible investment research and indices. Mr. Kinder was also a co-founder and principal of Domini Social Investments, has authored three books, and published numerous white papers on legal issues affecting the evolving nature of the corporation.
Stuart Kinnersley has over 25 years in the fund management business having held the position of CIO and CEO at different periods during this time at Nikko Asset Management Europe. He developed the concept and created the world’s ﬁrst green bond fund in 2010 in close conjunction with the World Bank. As an experienced investment professional who has advised and worked with some of the oldest and largest sovereign wealth funds, global supra-national pension funds and foundations; Mr. Kinnersley has become a vocal advocate for channeling and mobilizing more of the world’s capital in a positive and sustainable way through mainstream investing. In 2014 he, together with Stephen Fitzgerald, co-founded AIM the world’s first dedicated green and impact bond fund management company. AIM focuses solely on bond and cash investments that generate positive environmental and social externalities. AIM promotes robust verification, reporting and active engagement whilst ensuring sustainable impact in accordance with COP21 and UN SDGs.
Michael Kramer, AIF®, is a managing partner and advisor with Natural Investments. He oversees the firm’s 16 offices in 10 states, managing shareholder and policy engagement, ESG research, and “The Heart Rating” system for evaluating SRI mutual funds. He is a board member and serves on the advocacy and public policy committee of the US SIF. He also serves on the steering committee of the American Sustainable Business Council. Mr. Kramer has founded several non-profit organizations and coalitions, and has been an executive, development, and program director, as well as a consultant to dozens of organizations and government agencies. Mr. Kramer is the co-author of “The Resilient Investor: A Plan for Your Life, Not Just Your Money.” He holds his master’s degree in education from Harvard University.
Martin Kremenstein is senior managing director and head of retirement products and ETFs for Nuveen, having joined in October of 2015 to spearhead Nuveen’s efforts in the ETF market. Martin assumed control of the Nuveen retirement products business, including the target date funds, in November of 2017. Prior to joining Nuveen, Martin had managed the ETF build out at Deutsche Bank, overseeing the expansion from a pure commodities and currency ETF manager to becoming a multi-asset ETF issuer when the U.S. arm of Deutsche Xtrackers was launched. Prior to Deutsche Bank, Martin worked in risk management at JPMorgan Chase. Martin earned his Bachelor of Arts from the University of Leeds.
Reena Krishnan is an accomplished finance professional that has been analyzing the operating fundamentals and growth prospects of companies across multiple industries for over 10 years. She currently serves as a Strategic Advisor for How Women Invest, a Member of the Board for the Council for Corporate Responsibility and an Executive Council Member for Business Council for Peace. Ms. Krishnan graduated from the University of San Francisco with a B.S.B.A. in Finance, minor in Economics.
Jonas Kron has over fifteen years of experience in shareholder advocacy. He is responsible for leading and coordinating Trillium’s extensive advocacy program which includes directing communications with company leadership, investor education and awareness, shareholder proposals, and public policy advocacy at the municipal, state, and federal levels. Mr. Kron serves on the board of US SIF and as co-chair of the organization’s policy committee. Prior to joining Trillium, he was an environmental attorney and public defender as well as outside counsel to many socially responsible investment organizations. Jonas holds a J.D. and Master’s degree from Vermont Law School.
Lloyd Kurtz is a senior portfolio manager at Wells Fargo Private Bank and head of Wells Fargo’s social impact investing team. Prior to Wells Fargo, he served as chief investment officer at the Wells affiliate, Nelson Capital Management. Prior to that, he was a research analyst and director of quantitative research at Harris Bretall Sullivan & Smith. He was also previously a senior research analyst at KLD Research & Analytics where he undertook much of the initial quantitative work on the development of the Domini Social Index. He is a member of the Sustainability Accounting Standards Board, serves as faculty co-chair for the UC Berkeley Center for Responsible Business’ Moskowitz Prize, and is a member of the steering committee for the Impact and Sustainable Finance Faculty Consortium at Northwestern. He received the SRI Service Award in 1999.
Will Lana is a partner and investment manager in Trillium’s San Francisco office. Before moving into his current role, Will was an equity research analyst providing coverage of the energy and technology sectors. Prior to joining Trillium, he worked in the socially responsible investment area at the boutique firm Journey Tree Financial. He is a CFA charter holder and an MBA alumnus of the University of Washington’s Foster School of Business, where he currently serves on the school’s Net Impact Advisory Board.
Stephanie Larosiliere is senior client portfolio manager at Invesco.
Tamara Larsen is a director with Perella Weinberg Partners where she is co-leader of the firm’s mission-aligned investment practice. In this role, she leads investment selection across asset classes, integrates Environmental, Social, and Governance (ESG) considerations into the investment process, and has responsibilities for conventional private-real assets investing. She is a member of the Agility Investment Committee. Ms. Larsen holds a MSc in real estate development from the Massachusetts Institute of Technology and a B.A. in economics from Smith College.
Larry Lawrence is executive director, and head of ESG products for the private wealth markets at MSCI ESG Research. He oversees product management of MSCI’s ESG Fund ratings, ESG data, and ESG client-facing platform. Mr. Lawrence began his career in Boston almost 18 years ago at KLD, a pioneer in the ESG Investing field. He served as product manager with KLD, RiskMetrics, and MSCI, where he was instrumental in the development of ESG ratings, governance metrics, and ESG controversies product lines, as well as the ESG client-facing platforms. He holds his bachelor’s degree in computer science from Newbury College.
Michael Lear, CFA®, CAIA, CIMA is a vice president at Bernstein Private Wealth Management.
Andrew Lee is managing director at UBS.
Kathy Leonard has been specializing in Socially Responsible Investing since 1983. Prior to working at UBS, she founded The Center for Responsible Investing for 12 years. Before that she worked at EF Hutton and Shearson. She was honored to be the only advisor invited to join the Sustainability Council at UBS. The international group reports to our board of directors, consisting of key employees that are dedicated to assisting UBS in its strong commitment to sustainability and corporate responsibility.We are proud of the fact that our clients have committed a significant portion of their portfolios to community investing and that Ms. Leonard has been recognized by the Calvert Foundation as Community Investing Advisor of the Year in 2003 and 2004. Ms. Leonard currently serves on the development committee at The Boulder Community Foundation and prior to that as a trustee. Before that she was a trustee for US Social Investment Forum Board (USSIF), the social investing industry trade association. There she served as the SIF's chair for the annual SRI in the Rockies Conference for three years and was the president of the Social Investment Forum's Foundation. Ms. Leonard was also a founding member and chair of the Colorado Chapter of Business for Social Responsibility (BSR). She was also on the board of etown. In addition, Ms. Leonard has served on the finance and investment committees of a number of local and national nonprofit organizations and has spoken at numerous conferences on impact investing.
Jane Lewenthal, CFP, CIMA is a specialist in SRI investing, with 30 years experience advising clients on defining and reaching their financial and philanthropic goals. She began her career as an advisor with EF Hutton in 1984 and moved in 1992 to AG Edwards, now Wells Fargo Advisors. She is committed to increasing her clients’ financial knowledge and confidence, while simplifying their lives and replacing angst with peace of mind. This includes developing a more generous heart and beneficial interactions with family, philanthropy, and advisors. Ms. Lewenthal holds degrees in mathematics.
Sanford Lewis is director and founder of the Shareholder Rights Group. He is also a practicing attorney whose clients include large investors and small, such as the New York State Common Retirement Fund, NorthStar Asset Management and the Investor Environmental Health Network. An advocate and expert on disclosure and accounting for environment and human rights, Mr. Lewis was lead author of “Fooling Investors and Fooling Themselves: How Aggressive Corporate Accounting and Asset Management Tactics Can Lead to Environmental Accounting Fraud.” He holds his JD from the University of Michigan Law School, and his B.S. from Cook College, Rutgers University.
Kurt Lieberman is the chairman and CEO, and chief research and investment officer at Magni Global Asset Management, LLC. Prior to Magni, Mr. Lieberman held senior executive roles with Thomson Reuters, Reynolds & Reynolds, and Ecolab. He also helped start and grow The Information Consulting Group, which was later sold to McKinsey & Company. Mr. Lieberman has been a featured presenter on governance at the United Nations, the Responsible Finance Institute, and the World Islamic Banking conferences. He holds his MBA from the University of Chicago Booth School of Business, and his B.S. in engineering from Harvey Mudd College.
James Lumberg is the co-founder and executive vice president of Envestnet where he is responsible for developing new markets for the Envestnet platform and wealth advisory services. Prior to joining Envestnet, Mr. Lumberg was vice president and director, fixed income funds for the John Nuveen Company, and a portfolio manager responsible for the day-to-day management of five fixed-income mutual funds. In that role, he was twice recognized by Lipper Analytical Services as the top-performing manager in his peer group. Mr. Lumberg holds is M.A. in government studies from Harvard University, and a degree in business administration from Southern Methodist University.
Nicolai Lundy is SASB's Director of Education and Partnerships, where he identifies opportunities for investment analysts, financial reporting professionals, and sustainability professionals to benefit from SASB’s research on financially material ESG factors across 79 industries. In doing so, he oversees SASB’s membership, conference, and education programs as well as licensing and the SASB Navigator. Previously, he led the development of SASB’s FSA Credential (a CFA-approved source of CE credit), which helps candidates identify the sustainability factors that impact corporate value. Before joining SASB in 2013, he held various client management and operations roles in the private sector and higher education.
Conrad MacKerron is senior vice president of As You Sow, a non-profit that promotes corporate social responsibility through shareholder advocacy. Conrad has more than a decade of experience managing corporate dialogues and shareholder advocacy initiatives on key social and environmental issues. He specializes in engagements on resource efficiency and post-consumer producer responsibility. His most recent focus challenges consumer brands to make plastic packaging more recyclable and to take more responsibility for improvement of recycling collection and processing systems. He was formerly director of social research at Piper Jaffray Philanthropic & Social Investment Consulting; Washington Bureau Chief for Chemical Week; and writer for BNA's Environment Reporter. He received the SRI Service Award for outstanding contribution to the social investor community.
Taham Mahimwalla is an institutional portfolio manager for RBC GAM’s Global and International Equity strategies and is responsible for representing the firm's environmental, social and governance (ESG) efforts in the U.S. He joined RBC GAM-US in 2013. He was previously an account manager at Wellington Management Company, where he was responsible for developing and managing institutional client relationships. Mr. Mahimwalla also worked as a fixed income portfolio specialist at Wellington, where he focused on investment grade credit and multi-sector fixed income strategies. He began his career in the investment industry in 2006 and earned his MSF/MBA from Northeastern University and his B.Com from HR College of Commerce and Economics in Mumbai, India. He is a CFA charterholder and a member of the CFA Institute as well as the CFA Society of Chicago. Mr. Mahimwalla holds FINRA Series 7 and 63 licenses.
Emilie Mazzacurati is the founder and CEO of Four Twenty Seven, Inc., a mission-driven market intelligence and advisory firm specializing in the economic risk of climate change. Headquartered in Berkeley, California, Four Twenty Seven is rooted in the culture of technological innovation, social awareness and environmental stewardship of the San Francisco Bay Area. With offices in Washington, DC and Paris, France, Four Twenty Seven, Inc. serves clients around the world.
Patrick McGurn is special counsel and the head of strategic research and analysis at ISS. He plays an integral role in ISS’s policy development. Prior to joining ISS in 1996, Mr. McGurn was director of the Corporate Governance Service at the Investor Responsibility Research Center (IRRC), a not-for-profit firm that provided governance research to investors. He also served as a private attorney, a congressional staff member and a department head at the Republican National Committee. He is a graduate of Duke University and the Georgetown University Law Center.
James McRitchie is publisher of the popular corporate governance portal, CorpGov.net. According to the Council of Institutional Investors, McRitchie’s 2002 SEC petition "re-energized" the debate over proxy access to nominate directors. He focused on filing shareholder proposals and is working on systems to further empower retail and institutional shareowners. McRitchie is frequently quoted in the press and has addressed audiences in Asia and Europe, funded by business associations, the Asian Development Bank and the U.S. State Department.
Max Mintz is chief investment officer at Common Interests.
Kathy Mulvey is the accountability campaign director and advocate for the Climate & Energy team at the Union of Concerned Scientists. In her role, she leads strategic development of UCS’s climate corporate accountability campaign, guides engagement with corporate targets, builds national and international coalitions, and mobilizes experts and supporters. Prior to joining UCS, Ms. Mulvey was the executive director of the EIRIS Conflict Risk Network of institutional investors, and worked with Corporate Accountability International for two decades, serving as both executive director and international policy director. She earned a B.A. in English and French from the University of North Carolina at Chapel Hill.
Brianna Murphy is vice president, shareholder advocacy at Trillium Asset Management. Brianna’s responsibilities include engaging companies on environmental, social, and governance issues, as well as public policy advocacy. Prior to Trillium she was a portfolio administrator at US Bank. She previously served on Bentley University’s sustainability advisory board and was board treasurer of the IGLTA Foundation. Brianna holds an ALM in sustainability and environmental management from Harvard University Extension School, and a B.A. in economics from the University of New Hampshire.
Scott Nance, CAIA, is head of business development for Impact Assets. Previously he was a principal at ARK Global, a provider of institutional sales and marketing consulting services for leading alternative investment managers. Over his career, he has also led and managed sales and distribution efforts for Equinox Fund Management, Robeco, Bank of America and Welton Investment Partners, among others. Mr. Nance currently serves as head of the Chartered Alternative Investment Analyst Association (CAIA) San Francisco chapter. He is also a member of the Bay Area Financial Education Foundation’s advisory board. He is an adjunct lecturer in finance for the Eller MBA program at The University of Arizona. Mr. Nance holds an MBA from the Thunderbird School of Global Management, and a B.S. in Entrepreneurship from The University of Arizona.
Alex Neckles serves as the regional director of distribution of the East Coast region. In this role, he assists donors and their advisors on using the Giving Fund to forward their philanthropic and impact investing goals. Previously, Mr. Neckles was at the law firm of Katten Muchin Rosenman LLP, where he worked with the public finance group on multifamily affordable housing. Mr. Neckles holds a BA in political science from Boston College. He lives in Maryland.
Samantha Palm is portfolio manager of the Parnassus Fixed Income Fund. Prior to joining Parnassus Investments in 2013, she was a vice president within Wells Fargo Securities’ fixed-income group. Previously, Ms. Palm was an equity research analyst with Robert W. Baird & Co. Ms. Palm graduated with honors from the University of Wisconsin, Madison with a bachelor's degree in agricultural and applied economics.
Michael Passoff is CEO of Proxy Impact. Michael has over 20 years of experience in corporate social responsibility, shareholder advocacy, philanthropy, and proxy research and education. For more than a decade Michael served as the senior program director for As You Sow Foundation’s corporate responsibility program and authored their annual Proxy Preview. His shareholder advocacy work led him to be named as one of 2009’s “100 Most Influential People in Business Ethics.” He also received the 2009 Climate Change Business Journal award for a shareholder campaign which received a historic 51% of the vote – the first environmental resolution to ever receive a majority vote.
Lionella Pezza is a lead research analyst responsible for the application of the Domini Funds’ impact investment standards to global equities. In her role, she is responsible for individual company research and analysis, as well as, issue-specific research projects. Prior to joining Domini in 2012, Ms. Pezza worked as a human rights and business advisor for the UN Global Compact from 2011 to 2012, briefing businesses on the UN Guiding Principles on Business and Human Rights. Ms. Pezza holds an LL.B. and an LL.M. from the University of Roma Tre, as well as a Human Rights Practitioner Certificate in partnership with United Nations High Commissioner for Refugees and the Italian Red Cross. She also holds an LL.M. in International Law and Justice from Fordham University School of Law.
Mark Potkewitz is policy director at the Center for Urban Business and Entrepreneurship (CUBE) at Brooklyn Law School. He focuses on legal, regulatory, and policy matters relating to new and emerging technologies including artificial intelligence (AI) and blockchain. He is also a co-founder of Lexloci Inc., a legal technology firm offering AI solutions for legal and regulatory compliance. Prior to Brooklyn Law School, he worked as a consultant in New York and a policy advocate in Washington, D.C. He has served as a Google Policy Fellow and Adjunct Fellow at TechFreedom. He is a graduate of Brooklyn Law School and Washington University in St. Louis.
Amit Pradhan is a creator, investor and speaker, who spends his time creating, evangelizing and investing in the future of responsible AI & decentralization, with a focus on technology, startups, and systems that have a positive impact on the humans they serve. He is executive chairman of Zero Labs and is also president of the Silicon Valley Blockchain Society. Mr. Pradhan is also a general partner at JetVentures, which invests in startups that use the power of exponential technology to become a positive part of the daily life of humans around the world.
Vikram Puppala is associate director with Susatinalytics where he is responsible for carbon solutions and fixed income products. Mr. Puppala also manages Sustainalytics’ fixed income offering, which integrates ESG information into corporate and government fixed income investments. Prior to joining Sustainalytics, Mr. Puppala worked at De Lage Landen, Rabobank’s leasing division as a clean technology debt finance manager. He holds his MBA from the Schulich School of Business with a specialization in business and sustainability, and a graduate diploma in business and environment. Mr. Puppala also holds a master’s degree in industrial engineering from the University of Florida.
Paloma Munoz Quick is program director with the Investor Alliance for Human Rights, a first of its kind network developed to coordinate broad-based investor advocacy on public policy and corporate engagement, across a range of human rights and business issues. She is also the chair of the board of directors of the NGO PODER, a regional non-governmental organization, whose mission is to promote transparency and corporate accountability in Latin America. She holds a Masters of Human Rights and International Affairs from the School of International and Public Affairs at Columbia University, and a B.A. in political science and international relations from Columbia University.
Kevin Ranney is director, product strategy and development at Sustainalytics. He has 20 years’ experience in the fields of responsible investment and corporate sustainability. He leads methodology development in several product areas at Sustainalytics and is an expert in the development of metrics and methods to evaluate sustainability performance. He has worked with a wide variety of asset owners and investment managers, overseeing projects ranging from ESG strategy development to the creation of customized frameworks to measure ESG-related risk and impact. In addition to his work at Sustainalytics, Mr. Ranney is a part-time faculty member at the University of Waterloo in Ontario, Canada, where he teaches in the area of business and human rights. He is a former director of the board of Canada’s Responsible Investment Association and of Oikocredit Canada, a microfinance organization.
Caroline Rees is president and CEO of Shift. Caroline speaks extensively at events around the world and frequently facilitates dialogue and debate amongst companies, governments, investors and civil society. In recent years, Caroline has focused on corporate reporting as a catalyst for improved human-rights risk management and on the development of the UN Guiding Principles Reporting Framework. More recently she has been a leading voice on the need to change our understanding of how the UN Guiding Principles and corporate respect for human rights should contribute to achieving the global Sustainable Development Goals. Caroline holds her M.A. in law and diplomacy from the Fletcher School of Law and Diplomacy at Tufts University, and a B.A. (with honors) from Oxford University.
Béla Robbins is the director of operations at Impact Investors Inc. who has a proven track record in managing the operations of registered investment advisory firms since 2002. She has held the role of chief compliance officer in multiple firms, has several years as an investment advisor representative working with socially responsible clients, as well as servicing relationships at the institutional level. Ms. Robbins brings her passion for the environment to her commitment to sustainable and impact investing and having a positive impact on the world. Before joining Impact Investors, she was an institutional relationship manager and for Foliofn, Inc., was responsible for utilizing her extensive brokerage operations knowledge to onboarding and supporting the high net worth relationships of approximately 400 firms with an AUM of approximately $10 billion.
Scott Sacknoff is CEO and founder of SerenityShares Investments, LLC. SerenityShares’s sole focus is delivering portfolio solutions for investors seeking to invest for a return while making a difference. Mr. Sacknoff is a 12-year ETF veteran who brings a diverse background of experiences in the fields of business consulting, index design and development, and marketing to his work. A serial entrepreneur, he founded SSI Indexes, worked in venture capital, and consulted for a number of major institutions including Northern Trust, Powershares, Pricewaterhouse, AT Kearney, and ITT.
Leslie Samuelrich is the president of Green Century Capital Management where she focuses on the firm’s investment strategies, business development, and impact investing program. She has more than 25 years of experience in ESG investing, corporate accountability, and environmental protection. Ms. Samuelrich is a frequent speaker on sustainable investing and has been quoted in The New York Times, The Wall Street Journal, Bloomberg, and other financial and environmental news publications. Prior to joining Green Century, Ms. Samuelrich was chief of staff at Corporate Accountability and a member of the Business Ethics Network’s advisory board. Ms. Samuelrich currently serves on the board of directors of US SIF, the management council for DivestInvest Individual, and the Intentional Endowments Network’s advisory board. She also is a guest lecturer on impact investing at The Wharton School. She holds a B.A. in economics from Boston College.
Jan Schalkwijk is an investment advisor with JPS Global Investments, a fee-only investment firm. Jan specializes in working with clients who wish to integrate social and environmental criteria in the management of their assets. Additionally, Mr. Schalkwijk serves on the portfolio management team of Africa Capital Group, where he co-manages a sub-Saharan Africa strategy. He also teaches an impact investing class in the University of Oregon MBA Program. He holds his MBA from Santa Clara University, a Bachelor of Science from Menlo College, and a degree in economics from Maastricht University.
Fran Seegull is executive director at the U.S. Impact Investing Alliance at Ford Foundation.
Aaron Seybert is a social investment officer at The Kresge Foundation. He supports the Social Investment Practice and the Detroit Program at Kresge. He joined the foundation in 2016. Previously, he served as executive director at JPMorgan Chase Bank, where he was involved with community development banking focused on New Markets Tax Credits and Historic Tax Credit investing. He started his career in impact investing at Cinnaire (formerly the Great Lakes Capital Fund) addressing affordable housing, and previously worked with Legal Aid of Central Michigan. He has served on the board of directors for the Michigan Magnet Fund, Lake Trust Credit Union and the Core Cities Strategic Fund advisory board. A native of Michigan, Mr. Seybert earned a bachelor in business administration in corporate finance and accounting from Central Michigan University in Mt. Pleasant, Mich., and a juris doctorate from the Michigan State University College of Law.
Julia Shin is a vice president of innovation and managing director of impact investing for Enterprise Community Partners, Inc. where she focuses on financial innovation and new capital relationships. Julia brings deep private sector experience to Enterprise, both as a banker and a transactional lawyer. Before joining Enterprise, she was a derivatives banker at Citi where she structured index, fund and structured-note solutions for institutional and retail clients. Prior to Citi, she was an investment banker at Goldman Sachs where she structured financial instruments and solutions, and worked on new product development. Julia currently serves on the board of the Clean Energy Group and on NatureVest’s Accelerator Fund’s advisory committee. She holds her Juris Doctor and M.A. in economics from the University of Chicago and undergraduate degrees from the Massachusetts Institute of Technology.
Kenneth St. Amand II is a vice president and client portfolio manager at Mirova, a subsidiary of Ostrum Asset Management engaged in responsible investing. He is responsible for marketing in North America and is Mirova’s liaison to the Natixis and Canadian retail and institutional business development teams. He has worked closely with the Mirova team launching the brand in the US among consultants. Prior to Mirova, Mr. St. Amand held new business development and consulting positions at Natixis Investment Managers, Columbia Management, and Putnam Investments.
Marlo Stil is a managing partner at The Wealth Consulting Group. She is dedicated to making a life-changing difference for her clients, helping to empower them through education, planning, coaching, strategy implementation and review. She has been in the financial services industry since 1983, working as a financial planner professional and an investment advisor representative, as well as a branch manager for a Fortune 500 company. She holds the honor of being the first and only woman to ever lead that company for two years. Ms. Stil is a registered representative with LPL Financial.
Vivek Tanneeru is a portfolio manager with Matthews Asia. He manages the firm’s Asia ESG strategy, and co-manages the Asia dividend strategy. Prior to joining Matthews Asia, Mr. Tanneeru was an investment manager with Pictet Asset Management in London. Vivek was a business systems officer at The World Bank and served as a consultant at Arthur Andersen Business Consulting and Citicorp Infotech Industries. He holds an MBA from the London Business School, and a master’s degree in finance from the Birla Institute of Technology & Science in India.
Alison Taylor is managing director, sustainability management at B.S.R where she focuses on approaches to sustainability through risk management, strategy, stakeholder engagement, transparency, ethics and governance, and organizational change. Previously, Ms. Taylor was a senior managing director at Control Risks, where she helped companies operate with integrity, particularly in high-risk environments. She has also worked at Transparency International, PricewaterhouseCoopers, and IHS Global Insight. She speaks and writes regularly on risk and organizational culture. She is also an adjunct professor at Fordham Law School. Ms. Taylor holds an MA in international relations from the University of Chicago, an MA in organizational psychology from Columbia University, and a B.A. in modern history from Balliol College, Oxford University.
Holly Testa is director, shareowner engagement at First Affirmative. She also works with the firm’s advisors and their clients, providing information and assistance on advocacy issues. Ms. Testa has been affiliated with First Affirmative for over 20 years in several capacities, including business development and as an investment advisory representative. She was previously an investment advisor at a Boulder, Colorado based independent trust company. Ms. Testa has also held underwriting and management positions in the commercial insurance area of Hartford Insurance.
Pat Miguel Tomaino is director of socially responsible investing with Zevin Asset Management. Mr. Tomaino leads Zevin’s corporate engagement program, dialoguing with executives, building coalitions with NGOs and peer firms, and filing shareholder proposals on behalf of the firm’s clients. He also identifies emerging sustainability issues and oversees proxy voting. Prior to this, he was a senior analyst on the responsible investment team of F&C Asset Management. He has held research roles for several progressive groups, including Senator Elizabeth Warren’s 2012 campaign and the Service Employees International Union (SEIU). Mr. Tomaino is a graduate of Harvard College.
Lucas Turner-Owens is a fund manager with the Boston Ujima Project where he is responsible for loan packaging, underwriting, and managing Ujima's portfolio of investments. In addition, he provides technical assistance to entrepreneurs, connects them with business support organizations, and gives financial education to Ujima's investor base. Prior to joining the Ujima Project, he worked as an economic policy analyst for Operation HOPE, a nonprofit focused on consumer financial education. In this role, Mr. Turner-Owens acted as an advisor to the CEO on government affairs and public policy, with a focus on strategies designed to benefit underserved communities.
Greg Vigrass is president of Folio Institutional. He 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 bachelor’s degree from the University of Hawaii, and has more than 20 years of experience in the financial services industry.
Meg Voorhes is director of research of US SIF, the membership association for U.S. firms and organizations engaged in sustainable and responsible investing, and of the US SIF Foundation. She is the author or co-author of several US SIF Foundation publications, including its biennial Report on US, Sustainable, Responsible and Impact Investing Trends. Before joining US SIF, she directed environmental, social and governance research for RiskMetrics Group’s financial research and analysis division. Ms. Voorhes spent much of her career at the Investor Responsibility Research Center and, from 1996 through 2005, she headed IRRC’s Social Issues Service, where she directed research for institutional investor and corporate clientele on environmental, human rights and other social issues raised by shareholders at U.S. companies. Previously, she specialized in issues related to multinational investment and corporate responsibility in South Africa. From 1990 through 1996, she directed IRRC’s Southern Africa Service.
Megan Wallingford is manager of advisory services at Sustainalytics.
Mark Watson is the founder and owner of Keel Asset Management, LLC, a financial advisory firm that provides socially responsible financial planning and investment advisory services to nonprofits, public and corporation pension plans. He also serves as managing director of the Boston Impact Initiative Fund, which offers blended capital to address the racial wealth gap in eastern Massachusetts. He is currently an advisory board member of the Cape Development Partnership, an investment committee member of the Fair Food Fund, chair of the Triskeles Foundation’s asset management committee, board president of Sustainable Cape, Inc., and a former board member of the Social Venture Network.
Teresa Wells, CFA®, is principal and managing director and partner at Tiedemann Advisors, one of the largest independent wealth advisors in the country. Teresa serves as an advisor to a number of individual, foundation, and family office clients, and is also a voting member of the firm’s investment committee. She brings over 18 years of experience in investment research, asset allocation, and client advisory working on behalf of both high-net-worth and institutional clients. Teresa holds a master’s in international business, and a degree in finance. She is the president of the Seattle Alternative Investment Association, and works with the advisory board of the Rwanda Girls Initiative.
Lisa Woll has been the CEO of US SIF and the US SIF Foundation since 2006. She is responsible for strategic planning, developing a robust
Dr. Eugene Yun is founder and strategist of SymVerse, a blockchain project with a new platform for decentralized peer-to-peer networking. He is also CEO and Managing Partner of Eos Investment Partners, and a co-founder and managing director of the P80 Group Foundation. The P80 Group Foundation was established with Charles, Prince of Wales, to encourage the 80 largest pension funds and sovereign wealth funds from around the world to mobilize large scale capital to combat climate change. He holds a Ph.D. in economics from the University of Minnesota, and earned his undergraduate degree in economics at Yonsei University in Korea.