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Date: 2022-06-29 Page is: DBtxt001.php txt00008560

Events
Responsible Investing (RI)

RI Americas 2014: Long-term, sustainable capitalism ... Confirmed speakers for RI Americas 2014: ... December 2014

Burgess COMMENTARY

Peter Burgess

RI Americas 2014: Long-term, sustainable capitalism ... Confirmed speakers for RI Americas 2014:


Geeta Aiyer Aug.2010a.jpg Geeta Aiyer President and Founder Boston Common Asset Management

Geeta Aiyer, CFA, President and Founder of Boston Common Asset Management, combines training and experience in finance with passion for the environment and social justice. Under Geeta's leadership, Boston Common, now over $2 billion in assets under management, has built a strong investment record and substantially improved the policies and practices of portfolio companies through shareowner engagement since the firm's inception in 2003. Geeta previously served as the President of Walden Asset Management, and has worked at both the United States Trust Company of Boston and Cambridge Associates, Inc. In addition, Geeta has founded two previous companies, Walden Capital Management and East India Spice, as well as an NGO, Direct Action for Women Now (DAWN). Geeta was honored with the 2013 SRI Service Award at the SRI (Sustainable, Responsible, Impact Investing) Conference and was the 2010 recipient of the Women's Venture Fund's Highest Leaf Award. In 2013, Boston Common received a Human Rights Award from Political Asylum Immigration Representation Project (PAIR) and was named one of the top 100 women-led firms in Massachusetts. Geeta serves on the Board of Directors of the Sierra Club Foundation, Earthworks, YW Boston, and Ubuntu at Work, a global non-profit for women. She was formerly on the boards of the Worldwatch Institute and the New England Foundation for the Arts. An activist in her personal life, Geeta attended the Keystone Pipeline Rally in 2013 and engages for peace, immigration reform and chemical safety. She has an M.B.A. from Harvard Business School, and B.A. (Hons) and M.A. degrees from Delhi University, India.


AlkaBanerjee.jpg Alka Banerjee Managing Director Global Equity & Strategy

Alka Banerjee is managing director, Strategy and Global Equity Indices, at S&P Dow Jones Indices. Alka is responsible for the design and methodology governing strategy and global indices, focusing on creating new benchmarks for global equity markets and promoting their use amongst global clients. Alka has extensive experience in global benchmarks, emerging market indices, Islamic equity investing and sustainable investing. More recently she has been closely involved with developing S&P Dow Jones Indices’ latest strategy indices providing alternate benchmarks to global investors. Prior to joining Standard & Poor's in 2000, Alka worked for The Bank of New York where she was responsible for The Bank of New York ADR Index. Before coming to the U.S., she worked in India for the State Bank of India. Alka frequently presents at indexing and investing events, and is widely cited in the press. She holds a master’s in economics from Lucknow University in India and an MBA in finance from Pace University in New York.


Molly.jpg Molly Betournay Head of US Research Ethical Investment Research Services (EIRIS) Molly joined EIRIS in December 2009 is currently Head of the US Research Team. She specialises in US companies in the Consumer Goods and Services sectors and supports EIRIS’ proxy voting and engagement services. Prior to joining EIRIS Molly worked as the Lead Sustainability Research Analyst at Pax World Mutual Funds where she evaluated the environmental, social, and governance (ESG) performance of companies being considered for investment, engaged with companies around ESG issues, and oversaw proxy voting. Molly holds a Masters in Business Administration and a Bachelor of Arts in Linguistics from the University of New Hampshire Photo credit to Eric McCallister Photography.


LORENZO_BERHO_INGLES.jpg Lorenzo Berho Chairman and CEO Vesta Mr. Berho is one of the co-founders of Vesta, he is the Chairman and CEO and has led the Company for 13 years. From 2007 to 2009, he served as President of Mexican Association of Industrial Parks. From 1991 to 1992, and from 1997 to 1998 he acted as Vice President of the Mexican Chamber of the Manufacturing Industry. Sicne 2000 he serves as President of the Mexico-Germany Business Committee of the Mexican Business Council for Foreign Trade. He also currently serves a Regional Chair position in the YPO/WPO Real Estate Network of Latin America. Mr. Berho holds a degree in Industrial Engineering at Universidad Anahuac, and finished the Owner President Management Program at Harvard Business School in 1994. He has more than 30 years of experience in the real estate industry.


100crop_534fbb254ea75_Remy_Briand.jpg Remy Briand Managing Director, Global Head of Index and ESG Research MSCI Remy Briand is responsible for research on all MSCI-branded products at MSCI Inc., a leading global provider of investment decision support tools, including indices and portfolio risk and performance analytics. In this capacity, Mr. Briand is in charge of the continual expansion, refinement and improvement of all MSCI indices. Mr. Briand is also leading the MSCI ESG Research business, which provides Environmental, Social and Governance (ESG) rating and compliance products to investors globally. Over his 20+ year career as an investor and a researcher, Mr. Briand has written extensively on investment topics such as global and emerging markets investing, asset allocation, and sustainability. He is a regular speaker at industry conferences and contributor to financial news media. Mr. Briand joined MSCI in 2001 as Head of the Benchmark Research Group focusing on research on equity indices. He joined MSCI from Credit Lyonnais Asset Management in Paris where he held the position of Head of Research. Prior to this role, Mr. Briand has been managing several European small cap funds. Mr. Briand began his career as a private equity analyst at Credit Lyonnais. Mr. Briand holds an MSc in Computer Sciences from INSA (Lyon) and an MBA from HEC (Paris).


_Kirsty_Collins.jpg Kirsty Collins Director, Investor Relations GlaxoSmithKline Kirsty leads on engagement with investors that look to integrate ESG and CR performance into their investment strategy. She also works with the business and colleagues in the CR team (where she lead on CR performance and SRI engagement for 5 years prior to joining IR) on elements of governance, risk management, CR performance measurement and external reporting dannhauser robert 80x80.jpg Robert W. Dannhauser Head, Capital Markets Policy CFA Institute Dannhauser directs CFA Institute’s efforts to represent the views of investment professionals to regulatory authorities and legislative bodies worldwide on issues that affect the practice of financial analysis, investment management, investor protections, and market integrity. He combines his knowledge of the investment industry and policy analysis to address the most relevant issues confronting investors and advocates for best practices that uphold fairness and integrity. In this role, Dannhauser oversees the development and promotion of positions, policies, and thought leadership to assure the integrity of global capital markets. He leads communications for the organization’s advocacy and standards of professional conduct activities, including content and social media strategies. Previously, he was responsible for CFA Institute’s highly respected standards of practice which provide guidance to individuals and firms grappling with ethical problems in the investment industry. Dannhauser is a member of the investment committee overseeing CFA Institute’s operating reserve and previously chaired the organization’s defined contribution investment committee. Before joining CFA Institute, Dannhauser served in sales, marketing, and client management roles for institutional investment advisers, including Bankers Trust Company, Mitchell Hutchins Asset Management, and Principal Global Investors. He also marketed fixed-income analytics systems and served as a consultant in developing strategic finance analytics for banks and credit unions. He is a member of the New York Society of Security Analysts (NYSSA) and chaired the predecessor committee of NYSSA’s Sustainable Investment Committee from 2003-2005. Dannhauser holds an MBA in finance from the Johnson Graduate School of Management at Cornell University, and an MPH in health systems and policy from the University of Medicine and Dentistry of New Jersey. He earned a BA in political science from the George Washington University. He holds the Financial Risk Manager designation and the Chartered Alternative Investment Analyst (CAIA) designation.


grauer 80x80.jpg Peter T. Grauer Chairman Bloomberg, LP Peter T. Grauer is chairman of Bloomberg LP, the global financial technology company that was founded in 1982. He has been a member of the Bloomberg Board of Directors since October 1996 and was named chairman of the board in March 2001, succeeding Michael R. Bloomberg. Mr. Grauer joined Bloomberg full time as chairman, president and CEO in March 2002. Prior to joining Bloomberg, Mr. Grauer was a managing director of Donaldson, Lufkin & Jenrette from 1992 to 2000 when DLJ was acquired by Credit Suisse First Boston. He is a founder of DLJ Merchant Banking Partners and DLJ Investment Partners and had also served as a managing director and senior partner of CSFB Private Equity. Mr. Grauer graduated from the University of North Carolina and the Harvard University Graduate School of Business, Program for Management Development. Mr. Grauer serves as lead director of DaVita Health Care Partners, Inc. (NYSE: DVA), a healthcare services company based in Colorado. He is a member of the Business Council, the International Business Council of the World Economic Forum and serves on its Media, Entertainment and Information Industry Board of Governors. He is founding Chairman of the Community of Chairmen at the World Economic Forum. Mr. Grauer is the Senior Independent Director and Chairman of the Nominations and Audit Committees of Glencore. Peter is also a member of the McKinsey Advisory Council. He is a member of the Board of Trustees of the University of North Carolina at Chapel Hill. Mr. Grauer is the President of the Board of Trustees of the Inner City Scholarship Fund in New York City and a member of the Partnership for Inner City Education Board of Directors. He is a trustee of Rockefeller University and is Chairman of the Rockefeller Finance & Operations Committee. He is founding U. S. Chair of the 30% Club and a Member of the Advisory Council of Out on the Street. Mr. Grauer is a member of the Board of the Prostate Cancer Foundation, a member of the Board of Directors of Room to Read and a member of the Board of the USA Cycling Development Foundation. He is Chairman of the College Advising Corps. Mr. Grauer is also a member of the British American Business International Advisory Board. He is the Chairman Emeritus of the Board of Directors of The Big Apple Circus and is a former President of the Pomfret School Board of Trustees.


100crop_53458c583f611_Michael_Jantzi2.jpg Michael Jantzi CEO Sustainalytics Michael Jantzi is the CEO of Sustainalytics. He was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Michael is a thought leader on sustainability investment and corporate social responsibility issues and regularly appears in the global media. He is the co-author of The 50 Best Ethical Stocks for Canadians: High Value Investing, published by MacMillan Canada. Jantzi Research won the 2006 Capital Markets Award for Sustainable Investment & Banking, awarded by the GLOBE Foundation and The Globe and Mail as part of the prestigious GLOBE Awards for Environmental Excellence program. In June 2010 Michael was awarded the Lifetime Achievement Award by the Social Investment Organization in recognition of his contributions to the Canadian socially responsible investment market thorough leadership, initiative, collaboration and innovation. Sustainalytics was also internationally recognized in 2012 as the Best Responsible Investment Analysis Firm by Thomson Reuters Extel. Michael mentors social entrepreneurs through his involvement in the Ashoka Support Network. Michael also sits on the practitioner advisory council for the Research Network for Business Sustainability, overseen by the Richard Ivey School of Business, and is a member of the advisory council for the Schulich School of Business' Centre of Excellence in Responsible Business. He holds degrees from the University of Western Ontario and Dalhousie University. About Sustainalytics Sustainalytics is an award-winning global responsible investment research firm specialized in environmental, social and governance (ESG) research and analysis. The firm offers global perspectives and solutions that are underpinned by local expertise, serving both values-based and mainstream investors that integrate ESG information and assessments into their investment decisions.


Joe Keefe_Gray_small.jpg Joe Keefe President and Chief Executive Officer Pax World Management Joe is President and CEO of Pax World Funds and its investment adviser, Pax World Management LLC, as well as CEO of Pax Ellevate Management LLC. Under Joe's leadership, Pax World has become one of the leading innovators and asset managers in the rapidly growing field of sustainable investing. Prior to joining Pax World, Joe was President of NewCircle Communications, a strategic consulting and communications firm specializing in corporate social responsibility and public policy-oriented communications. He served as Senior Adviser for Strategic Social Policy at Calvert Group from 2003-2005 and as Executive Vice President and General Counsel of Citizens Advisers from 1997-2000. He is a former member of the Board of Directors (2000-2006) of US SIF, the trade association representing asset managers and investors engaged in sustainable and responsible investment throughout the United States. Joe has written and spoken widely on the subjects of sustainable investing and investing in women. One of Pax World’s Funds, the Pax Ellevate Global Women’s Index Fund, is the first mutual fund to invest in the highest-rated companies in the world in advancing women. Joe is Co-Chair of the Leadership Group for the Women’s Empowerment Principles, a joint program of the United Nations Global Compact and UN Women, and a member of the Steering Committee of the Global Initiative for Sustainability Ratings (GISR). Joe was named by Ethisphere Magazine as one of the “100 Most Influential People in Business Ethics” in 2007, 2008 and 2011. In 2012, he was recognized by Women’s eNews as one of “21 Leaders for the 21st Century,” where he was the sole male honoree, and in 2014 Joe was honored at the United Nations as one of five recipients of the Women’s Empowerment Principles Leadership Award. Joe is Chair of the Board of Directors of Women Thrive Worldwide, a leading non-profit organization shaping U.S. international assistance and trade policy to help women in developing countries lift themselves out of poverty. He received a Bachelor of Arts in Philosophy from the College of the Holy Cross, and a Juris Doctor degree from the University of Virginia School of Law.


Mark Kim 80x80.jpg Mark T. Kim Chief Financial Officer District of Columbia Water and Sewer Authority (DC Water) Mr. Kim serves as Chief Financial Officer for DC Water. Mr. Kim joined DC Water in March 2013 from the City of New York, where he served Deputy Comptroller for Economic Development and Assistant Comptroller for Public Finance, and previously as an investment banker at several global financial institutions. Over his career, Mr. Kim has raised in excess of $50 billion in the capital markets, including the first century bond issued by a municipal water utility and the first certified green bond issued in the U.S., which was awarded The Bond Buyer’s 2014 Deal of the Year. Currently, he sits on the Environmental Financial Advisory Board of the U.S. Environmental Protection Agency (EPA) and the Committee on Governmental Debt Management of the Government Finance Officers Association (GFOA), and he is a member of the Bars of the State of New York and the District of Columbia. Mr. Kim holds a B.A. from Northwestern University; J.D. from Cornell Law School; and Ph.D. in public policy from Harvard University. Vicki Kramer 80x80.jpg Vicki Kramer President 30% Coalition Vicki W. Kramer is president of the Thirty Percent Coalition, a unique and groundbreaking national organization committed to the goal of women holding 30% of board seats across public companies by the end of 2015. The Coalition includes senior business executives, national women's organizations, institutional investors, corporate governance experts and board members for the first time working together to drive the pace of change. From 1996 until 2013, Vicki was principal of V. Kramer & Associates, providing consulting, group facilitation and executive coaching to nonprofits, businesses, and professional firms; and conducting research. Prior to that she co-founded and co-directed Options, a nonprofit career and human resource consulting service, and was formerly on the faculty of Haverford and Swarthmore Colleges. She led a national study to determine whether it makes a difference in corporate governance to have a critical mass of women on a corporate board. The results were published by Wellesley Centers for Women at Wellesley College (Critical Mass on Corporate Boards: Why Three or More Women Enhance Governance), and she has co-authored articles about the study for the Harvard Business Review, numerous corporate governance journals, and a chapter for the 2008 book Women on Corporate Boards of Directors: International Research and Practice. She was a founding director of ION (InterOrganization Network) – a national organization of executive women's organizations. She chaired the governance committee for two nonprofits on whose board she served. She holds a B.A. from Wellesley and Ph.D. from Harvard.


Eila Kreivi reduced - RI Americas.jpg Eila Kreivi Director, Head of Capital Markets Dept European Investment Bank Ms Eila Kreivi is Director and Head of the Capital Markets Department. Previously, Ms Eila Kreivi worked as Head of Funding for the Americas, Asia & Pacific for 7 years at the EIB. Prior to joining the financing arm of the European Union in 1995, Ms. Kreivi worked at the Union Bank of Finland and Société Générale, in several domains including commercial banking, derivative products, treasury and capital markets. She holds a Master of Science degree in Economics from the University of Abo Akademi in Finland. In addition to her native language of Finnish, she is fluent in English, French and Swedish. Krzus_80x80.jpg Michael Krzus Michael P. Krzus is an independent integrated reporting consultant and researcher. He has provided advisory services to participants in the International Integrated Reporting Council Pilot Programme Business Network, companies exploring the adoption integrated reporting and consulting organizations seeking to enhance integrated reporting capabilities for clients. Mike is co-author, with Robert G. Eccles, of The Integrated Reporting Movement: Meaning, Momentum, Motives and Materiality and One Report: Integrated Reporting for a Sustainable Strategy, the first book on integrated reporting.


Divya-pic.jpg Divya Mankikar Vice President Trucost Divya Mankikar is Vice President of North America for Trucost, world leading provider of data and insight on natural capital. Trucost data and econometric tools are used worldwide by investors, rating agencies, consultancies and corporations to quantify environmental performance and risk in financial terms. As a member of Trucost’s North American team based in New York, Divya manages key relationships with financial institutions and universities in the United States and Canada. Several key initiatives managed by Divya include supporting institutional investors in using environmental data in selecting managers, assisting asset managers to measure and communicate the carbon intensity of their investment portfolios, and helping commercial banks to quantify the risk and opportunity in their general corporate lending to the energy sector. Prior roles have included General Manager of Carbon Offsets at Patagonia Sur, where she led her team to achieve Chile’s first carbon certification for a native forest project. Before this, she conducted clean tech investment analysis at the InterAmerican Development Bank, KLD (now MSCI) and Walden Asset Management. Divya has a keen interest in finding profitable mergers between sustainable and commercial business models. Divya holds a M.A. in Environmental and Energy Analysis and Policy from Boston University, a M.A. in Law and Diplomacy from the Fletcher School at Tufts, and an International MBA from Spain’s IE Business School.


Mcquillen 80x80.jpg Mary Jane McQuillen Managing Director, Portfolio Manager, Head of Environmental, Social and Governance Investment ClearBridge Investments Mary Jane McQuillen is a Portfolio Manager and the Head of the Environmental, Social and Governance (ESG) Investment Program at ClearBridge Investments. Her responsibilities include integrating ESG research into the stock-selection process for institutional and high net worth client portfolios. Mary Jane has been with the ESG program at a predecessor firm since 1996 and has 18 years of investment industry experience. She is a member of the ClearBridge Investments Proxy Committee. Mary Jane serves on the Board of Directors for the Investor Responsibility Research Center Institute (IRRC), a leading funder of objective research focused on corporate governance and responsible investing. She is a former Board member of the New York Society of Security Analysts (NYSSA), the largest of the worldwide societies of the CFA Institute. She is also a former Board member of the Forum for Sustainable and Responsible Investment (US SIF), and is a current Steering Committee member of US SIF’s Sustainable Investment Research Analyst Network (SIRAN) working group. Mary Jane is a member of the UN Principles for Responsible Investment (UN PRI) public equities ESG Integration Working Group. She is also a long-standing and active member of the United Nations Environment Program Finance Initiative (UNEP FI) Asset Management Working Group (AMWG), which is a collaboration of asset managers from around the world who seek to integrate ESG into investment decision-making on a global level. In 2008, Mary Jane was named a “Rising Star of Corporate Governance” by the Millstein Center for Corporate Governance and Performance at the Yale School of Management. She is also a member of Bpeace, a volunteer organization that works to introduce sustainable business skills to women in Rwanda, Afghanistan, and the Middle East. Mary Jane received her MBA in Finance from Columbia Business School, where she serves on the Bernstein Center on Leadership & Ethics Alumni Board and is a former Co-Chair. She holds a BS in Finance from Fordham University. Investment Vehicles • ClearBridge ESG Strategies • ClearBridge ESG Portfolios


Rob Lake 80x80.jpg Rob Lake Principal Rob Lake Advisors Rob Lake is an Independent Responsible Investment Advisor focusing in particular on asset owners. His experience at a leading asset owner, an investment management house and a global investor network gives him a unique perspective on the complexity and diversity of responsible investment and the implications of sustainability and environmental, social and governance issues for investors. Rob advises a number of pension funds in various countries. In 2013 he was a member of the Strategy Council to the Norwegian Government Pension Fund Global, set up to review the fund’s approach to responsible investment. He was previously Director of Responsible Investment at the Principles for Responsible Investment, London; Head of Sustainability and Governance at APG Asset Management, Amsterdam; and Head of Corporate Engagement at Henderson Global Investors, London.


Bob Litterman 80x80 (3).jpg Robert Litterman Partner and Chairman of Risk Committee Kepos Capital Bob Litterman is the Chairman of the Risk Committee and a founding partner of Kepos Capital, a New York City based systematic global macro firm. Prior to joining Kepos Capital in 2010, Bob enjoyed a 23-year career at Goldman, Sachs & Co., where he served in research, risk management, investments and thought leadership roles. He oversaw the Quantitative Investment Strategies Group in the Asset Management division. While at Goldman, Bob also spent six years as one of three external advisors to Singapore’s Government Investment Corporation (GIC). Bob was named a partner of Goldman Sachs in 1994 and became head of the firm-wide risk function; prior to that role, he was co-head of the Fixed Income Research and Model Development Group with Fischer Black. During his tenure at Goldman, Bob researched and published a number of groundbreaking papers in asset allocation and risk management. He is the co-developer of the Black-Litterman Global Asset Allocation Model, a key tool in investment management, and has co-authored books including The Practice of Risk Management and Modern Investment Management: An Equilibrium Approach (Wiley & Co.). Bob earned a Ph.D. in Economics from the University of Minnesota and a B.S. in Human Biology from Stanford University. He was inducted into Risk Magazine’s Risk Management Hall of Fame and named the 2013 Risk Manager of the Year by the Global Association of Risk Professionals. In 2012, he was the inaugural recipient of the S. Donald Sussman Fellowship at MIT's Sloan School of Management. In 2008, Bob received the Nicholas Molodovsky Award from the CFA Institute Board as well as the International Association of Financial Engineers/SunGard Financial Engineer of the Year Award. He is also the Executive Editor of the Financial Analysts Journal. Bob serves on a number of boards, including Commonfund, where he was elected Chair in 2014, Resources For the Future, Robert Wood Johnson Foundation, the Sloan Foundation, and World Wildlife Fund.


100crop_536ce25b2a4df_Will_Oulton_medium.jpg Will Oulton Global Head, Responsible Investment First State Investments Will Oulton is the Global Head of Responsible Investment at First State Investments (‘FSI’) based in the UK. Will is responsible for developing and implementing FSI’s global RI strategy across FSI’s global investments business. Previous to this he was the Head of Responsible Investment for Mercer Investments across Europe, the Middle East and Africa, advising institutional investors on environmental, social and corporate governance matters. He has more than 10 years of experience working in sustainable and responsible investment. Before joining Mercer, Will was the director of responsible investment at FTSE Group, where he led the development of FTSE’s global sustainability indices and services including the FTSE4Good, Environmental Markets and Carbon Strategy benchmark indices and was involved in the development of the FTSE ESG Ratings service. In February 2012 he was appointed vice president of the European Sustainable Investment Forum (Eurosif) and, in the same year, was also appointed to the board of the UK Sustainable Investment Forum. He is also a Trustee Director of the CBA Pension Scheme, a fellow of the Royal Society of Arts, an Honorary Associate Professor at Nottingham University Business School’s International Centre for Corporate Social Responsibility and sits on a number of investment industry advisory committees.


100crop_535911490b941_Sarr_Mamadou_portrait.jpg Mamadou-Abou Sarr Senior Vice President & Senior Investment Strategist Mamadou-Abou Sarr is a Senior Vice President and Senior Investment Strategist for Global Equity at Northern Trust Asset Management. The Global Equity Strategy team provides investment thought leadership to investors globally. The team is responsible for developing investment solutions and insights across quantitative active, traditional fundamental, and index equity strategies and the utilization of these strategies in multiple client segments. Mamadou received his B.A. in economics from the Universite Jean Monnet and holds a Specialised Master in international project management from the European School of Management (ESCP Europe), Paris. Additionally, he holds the Investment Management Certificate (IMC) and received the Islamic Finance Qualification (IFQ) from the Chartered Institute from Securities & Investment (CISI). Mamadou is an associate of the Chartered Institute from Securities & Investment (ACSI), a former board member of the Islamic Finance Qualification and a member of the CFA® UK Institute. Mamadou is a driving force within Northern Trust’s cross functional responsible investing working group, proactively developing new ideas and investment solutions to ensure that Environmental, Social and Governance (ESG) thinking remains central to our business development. As such, he is influential in the production of thought leadership materials and presenting the results of these efforts to institutional investors globally.


Lindsay Smart 80x80.jpg Lindsay Smart Head of UK and US Markets Vigeo Lindsay joined Vigeo, a research agency specialising in environmental, social and governance assessment, in 2011 with the opening of the London office. She is responsible for client service and solutions, business development, and market growth for Vigeo in the UK and US. She joined from Citi where she worked on sustainable business strategy and headed communication for the CEO of the Global Transaction Services division. Prior to Citi, she worked for Allianz Global Investors where her responsibilities included business development and client service for institutional investors in the sustainability and environmental technology investment products. She also previously worked for JPMorgan Asset Management and Chase Manhattan Bank. Her career began as a marine mammal research scientist. She holds a Bachelor of Science, Masters of Science, is IMC qualified, a member of the UKSIF Analyst Committee, and a student of the University of Cambridge’s Sustainable Business programme.


Headshot_ScottStringer.JPG Scott Stringer Comptroller New York City New York City Comptroller Scott M. Stringer has spent his public service career fighting for New York’s middle class, strengthening the City’s fiscal health and championing good government. The New York Times described Mr. Stringer as a public servant “committed to the principles of good government” and “a strong voice for civil rights and marriage equality, a defender of immigrants and the poor.” Mr. Stringer was elected to the New York State Assembly in 1992, representing Manhattan’s West Side for 13 years, and won election in 2005 as Manhattan Borough President. He was elected Comptroller on November 5, 2013. As investment advisor, custodian and trustee of the City’s five pension funds, Mr. Stringer implemented a six-point ethics reform package for the administration of the City’s $160 billion public pension system. This groundbreaking effort includes a ban on placement agents, who have repeatedly been embroiled in pay-to-play scandals in previous administrations. He appointed the City’s first-ever Chief Diversity Officer, to increase participation of Minority and Women-Owned Businesses seeking to do business with the City and diversify corporate management, workforces and boards. Mr. Stringer has launched initiatives to protect and grow New Yorkers’ pension dollars, and to increase the overall value of the City’s pension funds. He has enhanced integrity and professionalism in fund management and worked to achieve strong, consistent returns by calling for more comprehensive assessment and diversification of pension investments. A longtime advocate of community-driven planning and environmental justice, Comptroller Stringer authored an amicus brief to the New York Court of Appeals in a case in which the Court ruled that local communities had a right to ban fracking under their zoning code. Earlier this year, Comptroller Stringer’s report on arts education in NYC public schools revealed that 28 percent of schools had no fulltime, certified arts teachers, with the biggest gaps being felt in New York’s poorest neighborhoods. The report led to a restoration of $23 million in funding for students throughout the five boroughs. Scott M. Stringer was born and raised in Washington Heights, where he attended local public schools and graduated from John Jay College of Criminal Justice. He and his wife, Elyse, live with their two sons, Maxwell and Miles, on Manhattan’s Upper West Side.


Lenora Suki.jpg Lenora Suki Senior Product Strategist Bloomberg LP Lenora Suki, CFA, CAIA, is Senior Product Strategist in Bloomberg’s Sustainability Group. Lenora's focus is on strategy for sustainable finance products, with an emphasis on Bloomberg's Environmental, Social and Governance (ESG) product and other initiatives to enable investors across asset classes to understand sustainability-related risks and opportunities. Before Bloomberg, Lenora founded Smart Cities Advisors, an affordable housing and urban regeneration advisory firm for emerging markets. In 2002, she joined the Earth Institute at Columbia University as an Associate Director advising on sustainable development. Prior to Columbia, Lenora was regional fixed income strategist at Santander Investment and emerging markets analyst at OFFITBANK, now Wells Fargo. Lenora also worked at the World Bank in the Treasury, Europe and Central Asia and in private sector development. Lenora earned an MBA from the MIT Sloan School of Management, a BA in Government from Pomona College and a BA in economics from the University of Houston. She also holds the CFA, CAIA and LEED AP designations. About Bloomberg’s Commitment

With more than 15,000 employees in 192 locations worldwide, Bloomberg recognizes the environmental, social and economic impact of business and finance and is committed to addressing these implications through action: reducing consumption, buying renewable products and services, helping to set standards, encouraging disclosure and promoting clean technologies. Bloomberg is the world’s most trusted source of market-moving news, data and analytics targeted to help professionals make more informed business and investment decisions. Leveraging its core distribution platform, Bloomberg provides environmental, social and governance data to improve transparency, liquidity and asset valuations. Environmental concerns are put into context on Bloomberg.com's Sustainability channel so investors can quickly see how sustainable business strategies might affect the bottom line for their companies all around the world. Additionally, through Bloomberg New Energy Finance, investors, corporates and governments receive deep market analysis, data and news in the clean energy, water, power and carbon markets.


100crop_5388567170572__DSC6025_reduced.jpg Eric Wetlaufer Senior Managing Director & Global Head of Public Market Investments Canada Pension Plan Investment Board (CPPIB) Senior Managing Director & Global Head of Public Market Investments With over 25 years of experience in investment management, Eric is responsible for leading the CPP Investment Board’s Public Market Investments department, which invests in publicly-traded assets and related derivatives. Prior to joining CPPIB in June 2011, Eric was the Group Chief Investment Officer, International at Fidelity Management & Research in Boston, Massachusetts. Eric was also the co-founder and partner of Oxhead Capital Management and has held the roles of Chief Investment Officer at Putnam Investments and Managing Director at Cadence Capital Management. Eric serves on the Board of Directors of the TMX Group and the Advisory Council of the UN-supported PRI. He is also active on several non-profit boards including Bay Cove Human Services and the Melanoma Foundation of New England and is a past president of the Boston Security Analysts Society. Eric earned a B.A. in Earth Science from Wesleyan University, Middletown, Connecticut and is a Chartered Financial Analyst.


Hugh 80x80 (3).jpg Hugh Wheelan Managing Editor (co-founder) Responsible Investor Hugh Wheelan, Managing Editor and Co-Founder, Responsible Investor

Hugh has written on investment, corporate and sustainability issues for national newspapers including The Observer and The Financial Times. He won the respected Aon Consulting award for European Pensions and Investment Journalist of the Year in 2006. From 2004 to 2007 he was Paris Correspondent and prior to that Fund Management Editor at Financial News. Prior to that he was Political and Economic advisor to Irene Khan, secretary general of Amnesty International. From 1997 to 2003 he worked at Investment & Pensions Europe (IPE) magazine where he held the position of Deputy Editor, launch Editor of IPE Real Estate and launch Editor of IPE.com. Hugh trained in journalism as a reporter on the Peterborough Herald & Post and worked part time for the Liverpool Echo.



The text being discussed is available at
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