Featured Speakers

Michelle Edkins

Managing Director, BlackRock

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.

Daniel C. Esty

Hillhouse Professor of Environmental Law and Policy | Yale Law School

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-Founder and Chief Investment Strategist | Grantham, Mayo, & van Otterloo (GMO)

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 Jackson

Commissioner | U.S. Securities and Exchange Commission

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

CNN Chief Meteorologist

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

Treasurer of the City of Chicago

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.

All Speakers

Arina Abbott

Marketing | Green Alpha Advisors

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

CEO and Co-Founder | Vert Asset Management

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

Head of Indexes | Morningstar, Inc.

Sanjay Arya is head of indexes at Morningstar.

Mark Bateman

Director of ESG/SRI Research | Aperio

Mark Bateman is Aperio’s director of ESG/SRI research. He works with Aperio’s clients to create customized ESG/SRI/Impact solutions that reflect their values. In addition to his work with Aperio, Mr. Bateman is the founder of ENSOGO Analytics, a firm offering environmental, social, and governance (ESG) ratings of mutual funds and ETFs. He served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. He serves on the board of directors for the Sustainable Investments Institute (Si2), a social proxy research firm. Mr. Bateman holds a B.A. from Johns Hopkins University and an M.A. from George Washington University.

Matthew Blume

Portfolio Manager, Director of Research | Appleseed Capital

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

Portfolio Manager | Highwater Wealth 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

CEO and Co-founder | Benefunder

Christian Braemer is CEO and co-founder of Benefunder.

Lindsey Brannon

Head of Public Finance | Neighborly

Lindsey Brannon is director and head of public finance for Neighborly.

Ophir Bruck

US Network Manager | Principles for Responsible Investment

Ophir Bruck is a US Network Manager at the Principles for Responsible Investment (PRI), overseeing the PRI’s 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 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

Senior Client Portfolio Manager – Thematic Equities | Pictet Asset Management

Marc-Olivier Buffle is senior client portfolio manager at Pictet Asset Management.

Bill Burckart

Founder and CEO | Burckart Consulting

Bill Burckart is the founder and CEO of Burckart Consulting, where he helps clients integrate their philanthropic and investment goals through the sourcing, structuring and execution of high impact opportunities across a range of sectors. Bill is the author of Bringing Impact Investing Down to Earth: Insights for Making Sense, Managing Outcomes, and Meeting Client Demand (2015) as well as Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management (2014). He holds a master’s of public policy from Johns Hopkins University and a bachelor’s of international affairs from George Washington University.

Yovanka Bylander

Head of North American ESG Business | ISS

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

Senior Investment Director | Cambridge Associates

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 MBA from the University of Virginia’s Darden School of Business, and a B.S. in international relations from Tufts University.

Kesha Cash

General Partner | Impact America Fund

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

President, CEO | Aeris

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.

Lori Chatman

SVP | Enterprise Community Investment, Inc.; President | Enterprise Community Loan Fund, Inc.

Ms. 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

Chief Investment Officer | Zoma Capital

Melissa Cheong is the chief investment officer at Zoma Capital, and the head of investments and an advisor at Imprint Capital Advisors, LLC.. Ms. Cheong has worked with various organizations in the impact investing and international development sectors including NBA Enterprise Solutions to Poverty, Innosight Ventures, Agora Partnerships, BlueOrchard Finance, Invested Development, Women's World Banking, and Technoserve. Ms. Cheong serves as a director and independent consultant of Agora Partnerships and is also on the advisory board for Invested Development. Ms. Cheong holds an MBA 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 and the North Shore Alumni Fellowships.

Timothy Coffin

Senior Vice President | Breckinridge Capital Advisors

Timothy Coffin is senior vice president, consultant relations manager, and director of sustainability with Breckinridge Capital Advisors. He is also a member of the firm’s sustainability committee. In his time at Breckinridge, he helped lead the introduction of Breckinridge’s environmental, social and governance (ESG) capabilities to clients. Prior to Breckinridge, Mr. Coffin was a vice president at Fidelity Investments, and the president of Corby Capital Markets Inc. He is a member of the advisory committee for the Brookings Institute’s Hutchins Center on Fiscal and Monetary Policy Annual Municipal Finance Conference, and previously served on the municipal fiscal health working group for the Lincoln Institute of Land Policy. Mr. Coffin serves on the governing board for Ridley College in Ontario, Canada. He holds his B.A. from Hobart College.

Justin Conway

Vice President, Investment Partnerships | Calvert Impact Capital

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.

Frank Dobbin

Professor of Sociology | Harvard University

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

Founder | Solutions with Sonya

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

Portfolio Manager | Saturna Capital

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

Senior Sustainable Investment Product Manager | Northern Trust

Jay Eisenhardt is senior sustainable investment product manager at Northern Trust.

Gregory Elders

Research, ESG | JPMorgan Indexes

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.

Steve Falci

Chief Investment Officer | Pax World Management

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

VP of Legislative Affairs | Public Citizen

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

General Counsel | Greenbacker

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

Co-Founding Partner | Gitterman Wealth Management, LLC

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. He is also the author of “Beyond Success: Redefining the Meaning of Prosperity,” and an associate producer of the feature documentary film, Planetary.

Julie Goodridge

CEO | Northstar Asset Management

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

Senior Vice President, Sustainable Investing | Impax

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.

Theresa Gusman

Chief Investment Officer | First Affirmative Financial Network

Theresa Gusman is chief investment officer of First Affirmative Financial Network 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

Global Head of Sustainability | Morningstar, Inc

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

Program Manager | Intentional Endowments Network

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

Vice President, Institutional Services | Boston Common Asset Management

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

VP, Business Development, Impax Asset Management LLC and Pax World Funds

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

Chief HR Officer | PNC

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

Managing Director | Incapital

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

Capital Sisters International

Patricia Foley Hinnen is the founder and chief executive officer of Capital Sisters International, a nonprofit that sells impact bonds to finance micro loans for impoverished women in developing countries. She has helped to establish seven domestic and international microfinance organizations, raised loan capital for tens of thousands of women’s micro businesses, and served as a microfinance and gender advisor to the U.S. State Department. Ms. Hinnen has worked in economic development and international affairs for the past three decades with the U.S. Congress, the U.S. State Department and the microfinance industry. She is the co-founder of Colorado Microcredit, the Micro Business Development Center, and the Colorado Microfinance Alliance.

Paul Hilton

Partner and Portfolio Manager & Research Analyst | Trillium Asset Management

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.

Khalid Husain

Senior Director, ESG Investing | Nuveen

Khalid Husain is senior director, ESG investing, and a member of the responsible investment team at Nuveen. His scope of work includes ESG integration across asset classes, ESG product development and support, low carbon and green issues, reporting and disclosure, and working across business areas to enhance ESG-related topics. Prior to TIAA, he worked for ICF International, providing technical and strategy consulting analysis and recommendations to a number of Fortune 500 companies on climate change, energy, environmental management and broader sustainability issues. Mr. Husain holds a master’s degree in international affairs, with a focus on economic development and environmental governance from Columbia University, and a B.S. (with honors) in earth sciences from McGill University.

Mahesh Jayakumar

Portfolio Manager | Oppenheimer Funds

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

Program Director | Interfaith Center on Corporate Responsibility

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.

Margaret Junkg

Head of Global Human Rights Practice | Business for Social Responsibility (BSR)

Margaret Junkg brings more than 20 years of experience working to promote sustainable business practices among companies and international institutions. Prior to joining BSR, she held a special appointment from the United Nations as a member of the UN Working Group on Human Rights and Business. Prior to that, Ms. Junkg was the founder and director of the business and human rights department at the Danish Institute for Human Rights. In that role she led projects designed to help global companies integrate human rights into their business strategies and operations, including in complex environments. Ms. Junkg holds a Ph.D. in political science, specializing in international human rights law, from the University of Cambridge.

Liddy Karter

Managing Director | Enhanced Capital

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.

Vishal Khanduja

Vice President | Calvert Research and Management

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.

Peter Kinder

Trustee | Green Mountain College

Peter Kinder is a trustee of Green Mountain College.

Stuart Kinnersley

Chief Investment Officer | Affirmative Investment Management

Stuart Kinnersley is co-founder and chief executive officer of Affirmative Investment Management. Mr. Kinnersley has nearly 30 years of experience in the asset management industry, with a focus on responsible fixed income investing. In 2010 he worked closely with the World Bank to create the world's first dedicated green-bond fund. He has been a featured speaker at major industry conferences on issues from emerging markets to asset allocation, and more recently green bonds. Mr. Kinnersley graduated from the London School of Economics & Political Science with a first class honours degree in economics.

Michael Kramer

Managing Partner | Natural Investments

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.

Reena Krishnan

Vice President, Global Sales | TMF Group

Reena Krishnan is vice president, global sales with TMF Group. In this role, she works with C-level executives to develop and implement operational solutions related to expansion and M&A in international markets. Prior to her current role, she was a vice president and equity research analyst with TMF. Ms. Krishnan is a social justice and women’s leadership advocate and serves as an executive council member for the Business Council for Peace and a strategic advisor to How Women Invest. She is also on the leadership committee for How Women Lead and the Women on Boards 2020 Bay Area chapter. Ms. Krishnan holds her BSBA in finance from the University of San Francisco.

Jonas Kron

SVP and Director of Shareholder Advocacy | Trillium Asset Management

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

Senior Portfolio Manager/Head of Social Impact Investing | Wells Fargo

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

Partner and Investment Manager | Trillium Asset Management

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

Senior Client Portfolio Manager | Invesco

Stephanie Larosiliere is senior client portfolio manager at Invesco.

Tamara Larsen

Director | Perella Weinbert Partners

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

Executive Director | MSCI

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

Vice President | Bernstein Private Wealth Management

Michael Lear, CFA®, CAIA, CIMA is a vice president at Bernstein Private Wealth Management.

Andrew Lee

Managing Director | UBS

Andrew Lee is managing director at UBS.

Jane Lewenthal

Financial Advisor | Wells Fargo Advisors

Jane Lewenthal is a financial advisor with Wells Fargo Advisors.

Sanford Lewis

Director, Founder | Shareholder Rights Group

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

CEO | Magni Global Asset Management

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.

David Loehwing

Vice President of Sustainable Investing | Impax Asset Management LLC, Pax World Funds

David Loehwing is vice president, sustainable investing at Impax Asset Management LLC and Pax World Funds. He is responsible for environmental, social, and governance-related research on prospective and current investments, and leads the construction and management of the Pax Sustainability Score. He is also a member of the Pax Gender Analytics Team. Before joining the firm, Mr. Loehwing served as senior social research analyst at Citizens Advisers, and as a senior account manager at the Investor Responsibility Research Center (IRRC). He is a former member of the Evangelical Lutheran Church in America’s advisory committee on corporate social responsibility, and the Sustainable Investment Research Analyst Network’s steering committee. Mr. Loehwing is a graduate of Bowdoin College.

James Lumberg

Co-founder | Envestnet

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.

Conrad MacKerron

Senior Vice President | As You Sow

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

VP and Institutional Portfolio Manager | RBC Global Asset Management

Taham Mahimwalla is vice president and institutional portfolio manager at RBC Global Asset Management.

Emilie Mazzacurati

Founder, CEO | Four Twenty Seven, Inc.

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

Special Counsel and Head of Strategic Research and Analysis | ISS

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

Publisher | CorpGov.net

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

Chief Investment Officer, Common Interests

Max Mintz is chief investment officers at Common Interests.

Kathy Mulvey

Climate Accountability Campaign Director | Union of Concerned Scientists

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

Vice President, Shareholder Advocacy | Trillium Asset Management

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

Head of Business Development | ARK Global

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.

Samantha Palm

Portfolio Manager | Parnassus Investments

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

CEO | Proxy Impact

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.

Mark Potkewitz

Policy Director | Center for Urban Business and Entrepreneurship at Brooklyn Law School

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

Executive Chairman | Zero Labs

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

Associate Director | Sustainalytics

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

Program Director | Investor Alliance for Human Rights

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.

Caroline Rees

President and CEO | Shift

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.

Scott Sacknoff

CEO | SerenityShares Investments, LLC

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

President | Green Century

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

Investment Advisor | JPS Global Investments

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

Executive Director | U.S. Impact Investing Alliance at Ford Foundation

Fran Seegull is executive director at the U.S. Impact Investing Alliance at Ford Foundation.

Julia Shin

Vice President | Enterprise Community Partners, Inc.

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

VP, Client Portfolio Manager, Mirova

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

Managing Partner | The Wealth Consulting Group

Marlo Stil is a managing partner at The Wealth Consulting Group.

Vivek Tanneeru

Portfolio Manager | Matthews International Capital Management

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

Managing Director | B.S.R.

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

Director, Shareowner Engagement | First Affirmative Financial Network

Holly Testa is director, shareowner engagement at First Affirmative Financial Network. 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 Tomaino

Zevin Asset Management

Pat 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

Fund Manager | Boston Ujima Project

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

President | Folio Institutional

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 Voorhees

Director of Research | US SIF

Meg Voorhees is director of research at US SIF, and leads the production of its Sustainable and Responsible Investing Trends in the United States. Before joinins US SIF, she directed environmental, social and governance research for RiskMatrics Group’s financial research and analysis division. She is a graduate of Wesleyan University and earned a master’s of international public policy degree from the School of Advanced International Studies at Johns Hopkins University.

Megan Wallingford

Manager of Advisory Services | Sustainalytics

Megan Wallingford is manager of advisory services at Sustainalytics.

Mark Watson

Founder and Owner | Keel Asset Management

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

Principal, Managing Director | Tiedemann Advisors

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

CEO | US SIF, US SIF Foundation

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 policy presence, and expanding and diversifying funding sources. She also launched the organization’s annual national conference and created its Center for Sustainable Investment Education. Prior to US SIF, Lisa was executive director of the International Women's Media Foundation (IWMF). During her tenure, the IWMF played a significant role in shifting the way journalists at several African media organizations were trained to cover issues like HIV-AIDS, malaria, and TB. Ms. Woll also spent a decade working on human rights for children, including as director of Save the Children’s Washington, DC office. She is a member of the advisory council of the Children’s Rights Division of Human Rights Watch. In 2001, she was named a “Washingtonian of the Year” by Washingtonian Magazine in recognition of her pioneering role in the founding of Suited for Change.  Lisa holds a master’s degree in public policy and women's studies from George Washington University, and a bachelor's degree in political science from the University of Illinois. She is also a Fulbright Fellow.

Shane Yonston

Principal Advisor | Impact Investors

Shane Yonston, AIF®, CFP® is a principal advisor with Impact Investors. Mr. Yonston has been recognized as a hard working professional with strong ethics. He was a recipient of San Diego Metropolitan's 40 Under 40 award, honoring professionals under the age of 40 who are leaders in their career and in the community. In addition, he is often quoted in publications such as CNBC, Investment News, San Diego Union Tribune, and has been featured on ABC Channel 10 News as a professional in the financial markets. He holds his Master of Science in Personal Financial Planning from the College of Financial Planning, and a B.A. in global studies from the University of California Santa Barbara.

Eugene Yun

Founder and Strategist | SymVerse

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.