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Date: 2024-04-23 Page is: DBtxt001.php txt00011534

People ... Speakers
Investing for the Next Generation ... May 2016

Burgess COMMENTARY

Peter Burgess


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    Member Day Speakers

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    Ingrid Dyott

    Ingrid Dyott is a Managing Director at Neuberger Berman and Co-Manager of its Core Equity and SRI strategies. Prior to joining the firm in 1997, she worked at the Council on Economic Priorities, a research firm specializing in corporate social and environmental analysis. Dyott serves on the boards of the Arbor Brothers Foundation and the Neuberger Berman Foundation. She earned a BA from Bowdoin College and an MBA from Columbia University.

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    Joe Keefe

    Joe Keefe is President and Chief Executive Officer of Pax World Funds and its investment adviser, Pax World Management LLC, as well as its majority-owned subsidiary, Pax Ellevate Management LLC.

    Prior to joining Pax World, Keefe was President of NewCircle Communications (2000 - 2005), served as Senior Adviser for Strategic Social Policy at Calvert Group (2003 – 2005) and as Executive Vice President and General Counsel of Citizens Advisers, investment advisor to Citizens Funds (1997 - 2000). He is a former member of the Board of Directors of US SIF from 2000-2006.

    Keefe was named by Ethisphere Magazine as one of the “100 Most Influential People in Business Ethics” in 2007, 2008, 2011, 2012 and 2015. 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 Keefe was honored at the United Nations as one of five recipients of the Women’s Empowerment Principles Leadership Award. In 2015, Financial Times named him one of its 10 “top feminist men” for his work helping women succeed in business and beyond.

    Keefe is a former Democratic Nominee for United States Congress in New Hampshire’s First Congressional District and a former Chair of the New Hampshire Democratic Party and member of the Democratic National Committee. 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.

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    Kate Kohler

    Kate Kohler is a Principal at Korn Ferry, where she co-leads the firm’s Impact Investing Practice, serves as a specialist in the Financial Services Sector and leads the firm’s relationship with the World Bank Group. In delivering integrated talent management solutions, Kohler partners with asset managers, asset owners, commercial banks and organizations focused on leadership succession to build and develop effective leadership teams.

    Kohler’s experience spans the financial services, nonprofit and defense sectors. Prior to entering the talent management profession, Kohler worked as an executive in the financial services industry, most recently at the PenFed Foundation, a nonprofit working to meet the financial needs of active duty veterans and their families. As Chief Operations Officer and Corporate Senior Vice President, she led the executive management in partnership with a global financial institution, Pentagon Federal Credit Union. Previously, Kohler served in business development roles in Institutional Business Development and Fund Marketing at Morgan Creek Capital Management LLC and in Private Wealth Management at Morgan Stanley. Kohler holds an MBA from Harvard and an MPA from Harvard University’s Kennedy School of Government.

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    Jan Piercy

    Jan Piercy is Senior Advisor at Enclude, engaged in the capital mobilization practice, business development and strategic partnerships. She previously served a seven-year term representing the United States on the Board of the International Bank for Reconstruction and Development, where she chaired Board Committees on  Personnel and Development Effectiveness and served on the Board Audit Committee. She received the US Treasury Medal of Honor for her service at the Treasury and World Bank. In President Clinton’s first term, Piercy was Deputy Assistant to President Clinton for Presidential Appointments in the White House. She was a Senior Vice President at ShoreBank Corporation, and earlier in her career headed public interest management programs at the Cornell and Stanford graduate schools of business. She also worked for non-profit economic development agencies in the United States and South Asia. Piercy serves on the board of the DC Homeless Children’s Playtime Project and on the advisory councils of the Global Philanthropy Forum and Acumen. She is also a member of the Council on Foreign Relations.

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    Jamal Simmons

    Jamal Simmons is a principal at The Raben Group and has developed a comprehensive approach to political, non-profit and private sector issues while working in twenty countries on five continents throughout his career. He approaches problems from many angles and hones in to identify the strategy and tactics to help solve them.

     

    Before he came to the Raben Group, Simmons held many strategic roles. Among them, he led New Future Communications, a boutique public relations agency and was press secretary for two presidential campaigns, including his role as spokesman for the Gore presidential campaign during the tumultuous 2000 election and recount.

     

    Simmons is a regular presence on the political news of the day. He was the Democratic political analyst for CBS News during the 2010 midterm elections and during the 2008 presidential campaign was a constant presence on CNN advocating for Senator Barack Obama. He can currently be seen on MSNBC and as the lead interviewer for “The Root 100” series on ASPiRE TV. He has written for The New York Times, US News & World Report and Politico among other print and digital outlets.

     

    Simmons is a graduate of Morehouse College and Harvard University’s Kennedy School.

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    Meg Voorhes

    Meg Voorhes is Director of Research of US SIF, the membership association for US firms and organizations engaged in sustainable and responsible investing, and of the US SIF Foundation.  She is the author or co-author of several US SIF Foundation publications, including its biennial Report on US, Sustainable, Responsible and Impact Investing Trends.  Before joining US SIF in 2008, Voorhes directed environmental, social and governance research for RiskMetrics Group’s Financial Research and Analysis division. Voorhes spent much of her career at the Investor Responsibility Research Center.  From 1996 through 2005, she headed IRRC’s Social Issues Service, where she directed research for institutional investor and corporate clientele on the environmental, human rights and other social issues raised by shareholders at US companies.  Previously, Voorhes specialized in issues related to multinational investment and corporate responsibility in South Africa.  From 1990 through 1996, she directed IRRC’s Southern Africa Service. 

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    Ann Yerger

    Ann Yerger, Executive Director at Ernst and Young’s Center for Board Matters, advises boards, institutional investors, and other members of the governance community on addressing emerging trends and long-term developments in corporate governance.

    Yerger has presented on corporate governance issues to companies, corporate boards and a variety of organizations, including the CFA Institute, US Chamber of Commerce, International Corporate Governance Network, New York Stock Exchange, Practicing Law Institute, and the US Securities and Exchange Commission.  She has testified on corporate governance issues before the US Senate Committee on Banking, Housing and Urban Affairs and the US House Financial Services Committee.  She has been included multiple times on the National Association of Corporate Directors’ list of the 100 most influential corporate governance professionals.  

    Yerger’s deep background in corporate governance includes her ten-year leadership role as executive director of the Council of Institutional Investors (CII), a nonprofit, nonpartisan association of investors, representing over $3 trillion in assets under management. Yerger first joined CII in 1996 to lead the Council’s research service. Prior to that, she was deputy director of the Investor Responsibility Research Center’s corporate governance service.

    Yerger was a member of the Investor Advisory Group of the Public Company Accounting Oversight Board, the Investor Advisory Committee of the US Securities and Exchange Commission and the Weinberg Center for Corporate Governance Advisory Board.  She also served on the Nasdaq Listing and Hearing Review Council, the CFA Institute Advisory Council, and the US Treasury Department’s Advisory Committee on the Auditing Profession. She is a CFA charterholder.

    Yerger holds an MBA from Tulane University and an AB from Duke University.

    Plenary Speakers

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    Paul Hilton

    Paul Hilton is Partner at Trillium Asset Management and the Chair of US SIF. He has been involved in sustainable and responsible investment for over 15 years, working on both the investment and sustainability research and advocacy sides. Prior to joining Trillium, Hilton was Vice President of Sustainable Investment Business Strategy at Calvert Investments, leading SRI product and business development, with a particular focus on the institutional and international arenas. He also previously held senior positions within Calvert's Equities and Marketing Departments. Before Calvert, Hilton was a Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation. At Dreyfus he was responsible for social research and advocacy for the Dreyfus Premier Third Century Fund and its variable annuity counterpart, the Dreyfus Socially Responsible Growth Fund. Hilton also served as a research analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. He started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called 'Shopping for a Better World.'  Hilton is co-founder of SIRAN, the Sustainable Investment Research Analyst Network and is also a former Treasurer of the United Nations Environment Programme Finance Initiative (UNEPFI) and current member and former co-chair of its Asset Management Working Group. In addition, Hilton serves on the board of Communities in Schools of the Nation’s Capital. A Chartered Financial Analyst, he holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan College.

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    Erika Karp

    Erika Karp is the Founder and CEO of Cornerstone Capital Inc.  The mission of the firm is to apply the principles of sustainable finance across the capital markets to enhance investment processes through transparency and collaboration. In seeking positive societal impact at scale, Cornerstone offers wealth and investment advising, research and strategic consulting, and investment banking services. Working with investors, corporations and financial institutions, the firm drives the systematic analysis of environmental, social and governance (ESG) factors throughout the global capital markets.

    Prior to founding Cornerstone, Karp was Managing Director and Head of Global Sector Research at UBS Investment Bank where she chaired the UBS Global Investment Review Committee and managed a global team of analysts and strategists.  She is an advisor to the UN Global Compact’s LEAD Board Development Program, a founding Board member of the Sustainability Accounting Standards Board, a member of the World Economic Forum’s Global Agenda Council on Financing and Capital, and an Advisor to the Clinton Global Initiative’s Market-based Approaches track. Karp has been named among the nation's 'Top 50 Women in Wealth' by AdvisorOne, the 'GOOD 100', and the 'Purpose Economy 100' and one of 50 'Conscious Capitalists' who are 'Transforming Wall Street.'

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    Seth Magaziner

    Rhode Island General Treasurer Seth Magaziner is committed to promoting economic growth and financial stability for all Rhode Islanders. In his first year as Treasurer, Magaziner championed successful legislation establishing new green infrastructure programs at the Rhode Island Infrastructure Bank to put tradesmen and women back to work on energy efficiency and renewable energy projects. His Transparent Treasury initiative includes an investment policy to invest only with fund managers who will publicly disclose their performance and fees, and an online investment information center where all Rhode Islanders can see how their funds are invested. Magaziner also worked with a bipartisan group of legislators to design and pass the 2015 ABLE Act, which will establish tax-efficient savings accounts for the families of disabled children. Magaziner holds a bachelor’s degree in history from Brown University and an MBA from Yale University.

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    Secretary Thomas E. Perez

    Nominated by President Barack Obama and sworn in on July 23, 2013, Thomas E. Perez is the nation's 26th secretary of labor. He has committed to making good on the promise of opportunity for all, giving every working family a chance to get ahead, and putting a middle-class life within reach of everyone willing to work for it.

    To accomplish this, Perez's priorities for the department include ensuring a fair day's pay for a fair day's work; connecting ready-to-work Americans with ready-to-be-filled jobs, through skills programs like Registered Apprenticeship and on-the-job training; promoting gender equality in the workplace; ensuring that people with disabilities and veterans have access to equal employment opportunity; and insisting on a safe and level playing field for all American workers.

    Perez's maternal grandfather was the ambassador to the United States from the Dominican Republic in the 1930s until he spoke out against his home country's brutal dictator and was declared non grata. His Dominican-born parents eventually settled in Buffalo, NY, where Perez was born and raised.

    His father served in the US Army and worked for many years in the VA hospital in Buffalo, instilling in his son a dedication to public service, where the younger Perez has spent his entire career. Most recently, Perez was assistant attorney general for civil rights at the US Department of Justice, leading the same division where he worked for a decade as a career federal employee beginning in the late 1980s. From 2002 until 2006, he was a member of the Montgomery County Council. He was later appointed secretary of Maryland's Department of Labor, Licensing and Regulation.

    He was a law professor for six years at the University of Maryland School of Law and was a part-time professor at the George Washington School of Public Health. He received a bachelor's degree from Brown University in 1983. In 1987 he received both a master's of public policy and a law degree from Harvard University. 

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    Kurt Summers

    As Chicago’s City Treasurer, Kurt Summers stewards the city’s $7 billion investment portfolio. He also serves as an advocate to empower young people, workers and small business owners, as well as promote programs for economic growth and financial education.

    The Treasurer’s first act in office was the proposal of an ambitious, 90-day-plan called “Invest in Chicago.' The plan intended to act as a roadmap, focused on leveraging Chicago’s economic power to increase investment in its residents, workers, businesses and neighborhoods.

    Summers began his career at McKinsey & Company, and immediately prior to his appointment as Treasurer served as Senior Vice President at Grosvenor Capital Management. Before joining Grosvenor, Summers served as Chief of Staff to Cook County Board President Toni Preckwinkle. Earlier, in 2008, Summers was Chief of Staff for Chicago 2016, the city’s bid for the Summer Olympics.

    Summers, a native of Chicago, received a Bachelor of Science in Business Administration from Washington University in St. Louis and holds an MBA from Harvard Business School.

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    Matthew Weatherley-White

    Shaping The CAPROCK Group’s initiative in Impact Investing, Matthew Weatherley-White is a sought-after speaker and thought leader in the discipline. In addition to keynoting the 2013 European Commission's Annual Award for Social Innovation, Weatherley-White has guest-lectured on sustainable business management and non-financial value creation at Harvard, Tuck, Kellogg, Booth and the American University in Paris business schools, has presented at conferences throughout the United States and Europe, serves as a strategic advisor to several Impact Investing funds, and has been quoted in and interviewed by Barron's, International Business Daily, Bloomberg Business Week, Forbes, ImpactAlpha, NPR’s MarketWatch and The New York Times. More recently, he successfully shepherded two pieces of legislation through the Idaho Statehouse, the first authorizing Pay For Success Contracting and the second awarding legal status to businesses structured as Benefit Corporations.

    Prior to co-founding The CAPROCK Group, Weatherley-White was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his 14 years with the company, he was a member of Citigroup’s elite Leadership Development Program and helped craft the firm’s Private Wealth Management platform. Weatherley-White graduated from Dartmouth College, has competed internationally in five different sports and continues to serve as a Director for the Lee Pesky Learning Center, an organization he helped launch nearly 20 years ago. 

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    Senator Sheldon Whitehouse

    US Senator Sheldon Whitehouse is fighting to reduce carbon pollution, protect our air and water, and position America as a leader in the clean energy economy.  As a member of the Senate Environment and Public Works Committee, he plays a key role in crafting policies addressing climate change and environmental protection.  He has earned a lifetime score of 97 percent on the League of Conservation Voters’ National Environmental Scorecard.

    Every week, he speaks out on the Floor of the Senate, urging Congress to wake up to the threat of climate change.  He co-founded the Bicameral Task Force on Climate Change and the Senate Climate Action Task Force to help build support for action to address carbon pollution.  Last year, Whitehouse introduced legislation to put a fee on carbon, establishing a market incentive to reduce emissions while generating substantial revenue to be returned to the American people.

    In 2011, Whitehouse joined with Democrats and Republicans to form the Senate Oceans Caucus to respond to the pressures of pollution and commercial activity.  He is also working to establish a National Endowment for the Oceans, a dedicated funding source for ocean and coastal research and restoration. 

    A graduate of Yale University and the University of Virginia School of Law, Whitehouse served as Rhode Island’s US Attorney and state Attorney General before being elected to the United States Senate in 2006.  In addition to Environment and Public Works, he is a member of the Budget Committee; the Judiciary Committee; the Health, Education, Labor, and Pensions Committee; and the Special Committee on Aging. 

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    Theresa Whitmarsh
    Theresa Whitmarsh is Executive Director of the Washington State Investment Board (WSIB), one of the leading US institutional investors, managing over $103 billion of state pension, insurance and other assets. WSIB is a leader in private asset investing, with private equity, real estate and tangible assets comprising 40 percent of its retirement portfolio. Whitmarsh joined the WSIB in 2003 with 20 years’ experience in business, government and media. She has a Master’s in Business Administration from Pacific Lutheran University, and a Bachelor of Arts in English Literature from Seattle Pacific University. She is Chair of the Pacific Pension & Investment Institute, and serves as co-Chair on the Council of Institutional Investors, and is immediate past director with the International Centre for Pension Management. She also serves on the Millstein Center for Corporate Governance Advisory Board and the World Economic Forum’s Global Agenda Council on the Future of Investing. She is a member of ABP’s Investment Committee.
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    Deborah Winshel

    Deborah Winshel is a Managing Director at BlackRock and serves as its Global Head of Impact Investing. She is responsible for leading and unifying the firm's impact efforts, including the current $225 billion in assets under management tied to social and environmental strategies. Additionally, Winshel oversees BlackRock's Global Corporate Philanthropy initiatives, continuing the firm's mission of 'Building Better Financial Futures' and leveraging BlackRock's $100 million Charitable Fund, employee skills and expertise to create social impact on a global scale.

    Before joining BlackRock, Winshel was President and Chief Operating Officer of The Robin Hood Foundation, New York's largest poverty-fighting organization. Known for its rigorous, metrics-based approach to fighting poverty, it has invested over $1.5 billion since 1988 in programs that help lift and keep children, families and adults out of poverty. At Robin Hood, Winshel was responsible for the development of the strategy and infrastructure to ensure the organization's long-term sustainability and growth.

    Winshel was previously the Executive Vice President, Chief Financial Officer and Chief Administrative Officer of the Metropolitan Museum of Art. Prior to working in the non-profit sector, Winshel spent more than a dozen years working in New York and London for JP Morgan's Investment Bank.

    In 2013, she was selected by Crain's New York Business as one of the '50 Most Powerful Women in New York.' The Harvard Business School Women's Association of Greater New York honored her in 2014 with its 'Women Who Inspire Us' award. Winshel is a founding board member of Immigrant Justice Corps and a member of the Economics Club of New York. 

     

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    Kate Wolford

    Kate Wolford is president of The McKnight Foundation, a Minnesota-based family foundation that seeks to improve the quality of life for present and future generations through grantmaking, collaboration, impact investing, and strategic policy reform. In 2015, the Foundation had assets of $2.2 billion and granted more than $88 million in the following areas: arts, education and learning, Midwest climate and energy, Mississippi River water quality, the Minneapolis/St. Paul region and communities, agricultural research, and neuroscience research.

    Wolford has led The McKnight Foundation since 2006. During her tenure, she has spearheaded the development of the Foundation’s climate mitigation and sustainability efforts, and its impact investing program, which further leverages the Foundation’s endowment to achieve its goals. This work has included earmarking $200 million for higher impact investments; developing a new lower carbon investment product; and promoting impact investing as a tool for learning among grantmaking staff.  Wolford has also embraced enhanced transparency to share what McKnight is learning with the broader philanthropic and civic sector.

     

    Prior to joining McKnight, Wolford spent 13 years as president of Lutheran World Relief (LWR), a global grantmaking and policy advocacy organization. From 1991 to 2006, she worked at LWR, where she was named president after two years as program director for Latin America. Previously she worked on humanitarian and community-based efforts in Latin America. Wolford has a B.A. in history from Gettysburg College, an M.A. in public policy from the University of Chicago, and an M.A. from the Divinity School of the University of Chicago. Wolford serves on the board of directors of Greater MSP, The Johnson Foundation at Wingspread, and Living Cities.  

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    Lisa Woll
    Lisa Woll has been the CEO of US SIF and the US SIF Foundation since 2006, and has been responsible for strategic planning, developing a robust policy presence, expansion and diversification of funding, launching the US SIF national conference and creating the Center for Sustainable Investment Education. Before  US SIF, Woll was executive director of the International Women's Media Foundation, an organization focused on press freedom and expansion of women’s role in the media. She was the director of the first international study to look at the impact of the Convention on the Rights of the Child and directed the Washington, DC office of Save the Children. She is a member of the Advisory Council of the Children’s Rights Division of Human Rights Watch, the founder of Suited for Change, a Washington, DC-based nonprofit organization serving low income women, and was Board President of Women’s Voices for the Earth, a national environmental health organization based in Montana.

    Breakout Speakers

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    Elise Bean

    Elise Bean is the co-director of the Levin Center at Wayne Law which seeks to strengthen oversight by legislatures.
    From 1985 to 2014, she worked for US Senator Carl Levin, including 15 years on the US Senate Permanent Subcommittee on Investigations. Appointed Subcommittee staff director and chief counsel in 2003, Bean handled investigations, hearings, and legislation involving complex financial matters.

    Bean clerked for the Chief Judge of the US Claims Court, and worked for two years at the Department of Justice. In 2015, she was included in the Global Tax 50, an International Tax Review list of the year’s top 50 individuals and organizations influencing tax policy. In 2013 and 2011, the Washingtonian magazine named her one of Washington’s 100 most powerful women. Bean graduated Phi Beta Kappa from Wesleyan University and received a University of Michigan law degree.

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    JoAnne Berkenkamp

    JoAnne Berkenkamp works for the Natural Resources Defense Council (NRDC) as a Senior Advocate in NRDC's Food & Agriculture program. Her work at NRDC is focused on improving the efficiency of our food system through food waste prevention, recovery and recycling across the country.

     

    Berkenkamp has nearly two decades of experience working in the food systems arena including regional food systems development, consumer education, policy advocacy and food supply chain research and development. She has worked closely with stakeholders across the food system including consumers, farmers, distributors, food processors, retailers, foodservice management and institutional buyers such as K-12 schools, childcare and universities. Her work on food waste has been featured by National Public Radio, TODAY.com/CNBC News, CNET News/CBS Interactive, the San Francisco Chronicle and The Daily Beast. Berkenkamp holds a Masters degree in Public Policy from Harvard University.

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    Emily Bosland

    Emily Bosland manages corporate social responsibility initiatives for Verizon. With a focus on building relationships between the company and communities Verizon serves, Bosland leads a university partnership program, works on social reporting, collaborates with environmental sustainability and investor relations and is leading the development of a youth tech entrepreneurship program.

    Prior to joining Verizon, Bosland worked for Ashoka, a global nonprofit organization dedicated to finding and supporting social entrepreneurs. She previously worked for IBM, both in corporate citizenship and marketing communications.

    Bosland has an MBA with a focus in sustainability and entrepreneurship from the University of Colorado-Boulder; her bachelor’s degree is from New Mexico State University, in her hometown of Las Cruces, NM.

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    Michelle Chan

    Michelle Chan is the Vice President of Programs for Friends of the Earth. Previously, she led Friends of the Earth US economic policy team, which works to reform international trade rules, get money out of politics, promote sustainable finance policies at public and private financial institutions, and green US tax and budget policy. She is the founder of BankTrack, and the current vice president of the Amazon Watch board.

    Chan has served on the boards of Ceres, the Council for Responsible Public Investment, the Rose Foundation for Communities and the Environment, and was a member of the Dow Jones Sustainability Index Advisory Committee. In 2002, she received the SRI Service Award for outstanding contributions to the field of socially responsible investing.

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    Andrei Cherny

    Andrei Cherny is CEO of Aspiration, an online financial platform with a conscience that is democratizing access to great financial products, built on mutual trust, and founded on the idea that we can do well and do good at the same time. Cherny has worked for nearly 20 years to make the financial system more open and fair.

     

    One of Investment News’ “40 Under 40” investment professionals, Cherny has been an advisor to Fortune 100 companies, a senior fellow at Harvard's John F. Kennedy School of Government and at the Center for American Progress, the co-founder and president of Democracy journal, and a financial fraud prosecutor. A former White House aide, President Clinton called Andrei a “critical part of the team” which brought about the economic successes of the 1990s. His 2000 book, The Next Deal, outlined how technology was transforming the expectations of consumers and citizens. He is also author of the bestselling, The Candy Bombers. He graduated from Harvard University and from the University of California Berkeley law school.

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    Régine Clément

    Régine Clément joined the CREO Syndicate in January 2016 as its inaugural CEO to help catalyze the deployment of private capital in Cleantech, Renewable Energy and Environmental Opportunities. CREO provides a value-added platform that helps like-minded family offices, private investors and advisors discuss common interests and collaboratively develop and explore global environmental investment opportunities.

    Prior to joining CREO, Clément was Trade Commissioner and Head of the Energy and Environment at the Canadian Consulate General in New York, where she advanced Canadian commercial interests in energy, infrastructure and cleantech. In this capacity, she co-founded and managed the Canadian Technology Accelerator for Cleantech, an accelerator program that helps early and growth-stage companies gain access to capital, strategic partners and mentors in NYC and Silicon Valley. Previously she was Executive Director of SENS Production, a NYC-based site-specific dance company, and an Analyst with Fundación Futuro Latino Americano on trade and environmental policy. Clément obtained her MSc in International Political Economy at the London School of Economics.  

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    Lisa Cregan

    Lisa Cregan is a Managing Director for Morgan Stanley and Regional Director of the firm’s Mid-Atlantic Region. Cregan has been a significant, driving force in opening the financial services profession to women. In 2011 Houston Magazine, named Cregan as one of Houston’s “50 Most Influential Women.” In 2014 she was selected as a Maker: Women Who Make America, and also named one of the “Top 10 Outstanding Women in Banking and Financial Services” by The Women’s Resource in Houston.  Most recently, Investment News included her in the 20 Most Influential Women to Watch in 2016. During Cregan’s 27 years at UBS, she was the first female Regional Director in the history of the firm.

    Cregan serves on the Board of Trustees for the Women’s Sports Foundation, founded by Billie Jean King. She is an advisor to the Women’s Leadership Institute, Georgetown University. Cregan holds an MBA from Georgetown University. 

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    Stu Dalheim

    Stu Dalheim leads Calvert's shareholder advocacy program, which seeks to improve corporate environmental, social and governance performance through direct dialogue, standard-setting exercises and partnerships, and public policy. Dalheim has focused on corporate governance, transparency and environmental issues and works with policy makers and regulators to advance the interests of sustainable and responsible investors. He serves on the board of Bethesda Green and on the UNEP FI Investment Commission Board and is a member of the Corporate Governance Advisory Council of the Council of Institutional Investors. Dalheim earned a BA in philosophy from Wesleyan University and is a LEED accredited professional.

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    Patricia Daly

    Sister Patricia Daly, OP, is a Dominican Sister of Caldwell, NJ, and has worked in corporate responsibility and socially responsible investing for over 35 years. She directs the Tri-State Coalition for Responsible Investment, an organization of 40 Roman Catholic dioceses and congregations of women and men primarily in the New York metropolitan area.

    Daly represents these and other institutional investors to the Interfaith Center on Corporate Responsibility. Daly has invited companies to address issues of human rights, labor, ecological concerns, equality and international debt and capital flows and played a role in positioning the agenda of global warming into the priorities of corporate America. Daly serves on the Advisory Board of Lamont Doherty Earth Observatory, the climate science arm of Columbia University’s Earth Institute, and the Board of Mustard Seed Communities. She is the proud recipient of the 2014 Joan Bavaria Award, presented by Ceres and Trillium Asset Management. 

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    Agnes Dasewicz

    Agnes Dasewicz serves as director of the Private Capital Group for Africa and as private sector engagement lead for Power Africa of the US Agency for International Development (USAID). Having worked in development finance institutions for over 15 years, Dasewicz has an extensive financial pedigree and knowledge of private equity investments in emerging markets. She is the founder and former chief operating officer of the Grassroots Business Fund, an impact investing fund targeting 'base of the pyramid' entrepreneurs and small and medium sized enterprises. She was also a program manager at the International Finance Corporation and worked at its Small Enterprise Assistance Fund. Dasewicz holds an MBA from the Georgetown University McDonough School of Business. 

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    Kendall Davis

    Kendall Davis leads the Investments Team at Fundrise, an online commercial real estate investment platform headquartered in Washington, DC. Since 2012, Fundrise has democratized real estate investing by providing individuals with access to quality investments. Over the past two years, Davis has built out Fundrise’s investor relations and contributed to business development for the company. She manages deal-specific investor communications, institutional relationships and sales strategy.

    Prior to joining Fundrise, Davis worked at Citigroup, initially in Structured Credit and Interest Rate Derivative Sales. She later helped build the Hedge Fund & Alternatives Initiative Group within the Citi Private Bank. In this role, she drove business and client acquisition strategy through conducting research and utilizing regional data to evaluate trends and performance. Davis is a graduate of the University of Virginia.

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    Eoin Fahy

    Eoin Fahy is the Chief Economist and an Investment Strategist with Kleinwort Benson Investors. He joined the Research Department of the firm as an investment analyst on fixed interest markets in 1988. In 1990, Fahy was appointed Chief Economist with overall responsibility for all economic research, a position he has held since that time, while also having responsibility for ESG policy and investment strategy. He was appointed by the Irish Government to be a board member of Ireland’s Electricity Supply Board (ESB) in 2001 and also to be a member of the Commission on Taxation in 2008. He is a member of the US National Association of Business Economists and the CFA Institute. Fahy is a frequent contributor to the Irish media.

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    Temple Fennell

    Temple Fennell has more than 20 years of experience in operating businesses, direct investing, corporate finance and project finance for early-stage and growth companies. Fennell is on the board of single family office Keller Enterprises LLC, an active investor in the clean energy and sustainable agriculture/food sectors. 

    Through MIT and Harvard, Fennell helps family offices and private investors develop domain expertise, investment knowledge and financial skills to be more effective sustainability focused investors. He co-founded the Harvard Kennedy School Program 'Impact Investing Strategy for the Next Generation' under the Initiative for Responsible Investing and helps organize MIT’s “Visionary Investing” workshops for family offices.

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    Mary Galeti

    Mary Galeti serves as the Executive Director and Vice-Chair of the Tecovas Foundation and the Tecovas Foundation which focuses on building community by leveraging new service models and sustainable economic development both domestically and internationally.

    Galeti served as a Global Board member of the Global Shapers Foundation, an initiative of the World Economic Forum. She is the Vice-Chair of the StartingBloc Social Innovation Fellowship and served on the Board of the Council on Foundations.  In 2014, Galeti was named a Senior Fellow in Social Innovation at the Lewis Institute at Babson College. She is a member of the WEF Global Agenda Council on Values. 

    Galeti has spoken on the issues of values based leadership in philanthropy and the nonprofit space at many venues, including the White House, the World Economic Forum at Davos, the Council on Foundations, the Global Economic Symposium and the United Nations.

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    Apoorva Gandhi

    As Vice President for Multi-Cultural Affairs for Marriott International, Apoorva Gandhi is responsible for creating and executing an externally-focused global strategy that builds preference and loyalty from diverse customer segments for the Marriott portfolio of brands.  He has nearly 20 years of proven strategy, business process, program management and organizational change skills, leadership and delivery expertise. 

    Prior to his current position, Gandhi was senior director for organizational capability where he led the company's global reorganization program in Europe, the Middle East, Africa and Asia.  He has held other positions with Marriott, beginning as a front desk associate when he first completed college.  He also worked as vice president for global lodging services where he helped deliver critical brand initiatives.

    Before joining Marriott, Gandhi was a senior consulting manager in Accenture’s Communications and High Tech practice for more than a decade, where he managed merger and integration programs as well as process reengineering efforts for large telecom clients.  He also led diversity programs at Accenture.

    Gandhi is an honors graduate of the University of Maryland, School of Business and Management. 

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    Nick Gogerty

    Nick Gogerty is COO and co-founder of Careprint, a start-up ESG/SRI investing tools company and advisor based in Darien, Connecticut. Gogerty authored The Nature of Value, co-founded a 40-year solar energy based reward system using Bitcoin's blockchain technology operating in 17 countries and worth over $1 billion, and worked with one of the world’s largest macro-economic hedge funds on simulation and trading platform development.

    As a software entrepreneur, Gogerty was featured in the documentary Venture Town USA where his firm tied for 2nd place in the Southern California Venture Capital Association competition. He delivered risk research to the US Senate on the world’s largest technology problem. His applied investing research work beat the S&P 500 by over 90 percent during the global financial crisis 2007-09 outperforming 99 percent of all hedge and mutual funds.

    Born and raised in the United States, Gogerty has lived and worked in six countries, and received an MBA from the École Nationale des Ponts et Chaussées in Paris, France.

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    David Haynes

    David Haynes became a Managing Director for Greenmont Capital Partners II at the time of its September 2007 inception and currently represents the fund on the boards of Madhava Natural Sweeteners and Door to Door Organics, Inc. Early in his career, Haynes worked in San Francisco for a variety of financial institutions including Volpe Welty & Co., Raymond James Financial and Prudential Securities. In 1996, Haynes founded AudioBase, Inc., a streaming media company located in Sausalito, California, and served as Chairman and CEO throughout his tenure. During that time, he raised $30 million from strategic and financial investors including Bay Partners, Mr. Charles R. Schwab, Hambrecht & Quist (now JPMorgan Partners), Sony Music Entertainment and Texas Pacific Group. Haynes was responsible for recruiting the company’s Board of Directors including Charles R. Schwab, CEO and founder of Charles Schwab; John Freidenrich, founder of Bay Partners and Gray, Cary, Ware & Freidenrich; and the Board of Advisors including John Sculley, former CEO of PepsiCo and Apple Computers. Haynes sold AudioBase in 2002, and continued to work directly for Mr. Charles R. Schwab. Prior to joining Greenmont II, he served as an Entrepreneur-in-Residence at Boulder Ventures. He holds a BA degree from the University of New Hampshire.

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    Ferd Hoefner

    Ferd Hoefner, Policy Director for the National Sustainable Agriculture Coalition (NSAC), has been the group’s senior Washington, DC representative since its founding in 1988.  NSAC is a leading voice for sustainable agriculture in the federal policy arena, joining together the interests of over 100 grassroots farm, food, conservation and rural member organizations from all regions of the country to advocate for federal policies supporting the long-term economic and environmental sustainability of agriculture, natural resources and rural communities.  Among the federal programs that NSAC has successfully developed and championed are the Sustainable Agriculture Research and Education program, Farmers Market and Local Food Promotion Program, Beginning Farmer Down Payment Loan Program, Conservation Stewardship Program, Farm to School Grants, Beginning Farmer and Rancher Development Program, National Organic Certification Cost-Share Program, and Local and Regional Food Enterprise Guaranteed Loans. 

    Prior to NSAC, Hoefner for nearly a decade represented Interfaith Action for Economic Justice and its predecessor, the Interreligious Taskforce on US Food Policy, on federal policy on farm, food, environment, and international development issues.  He has also served as a policy consultant to Bread for the World, Center for Rural Affairs, Conference on Alternative State and Local Public Policies, Land Stewardship Project, Lutheran Office for Governmental Affairs, and US Catholic Conference, among others. 

    Hoefner currently serves on the Board of the Riley Memorial Foundation as an Advisor to AGree: Transforming Food and Agriculture Policy.

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    Michael Hokenson

    Michael Hokenson serves as Managing Partner of Community Investment Management and leads business development for the firm. He was co-founder of Minlam Asset Management and served as Managing Director from 2005 to 2012. Hokenson served as a member of the fund's Investment Committee and performed credit analysis including on-site due diligence and monitoring of active investments. Following Minlam's acquisition, he joined TriLinc Global LLC as Director of Sales to launch the first SEC-registered impact investment fund in June 2013 focused on emerging market SME private credit. 

    Hokenson has published case studies on the profitability of MSME lenders in The Fortune at the Bottom of the Pyramid by Professor C.K. Prahalad. Hokenson graduated from the Erb Institute of Global Sustainable Enterprise at the University of Michigan, earning a MBA at the Stephen M. Ross School of Business and a MS at the School of Natural Resources and Environment. He received his BA from St. John's College in Santa Fe, New Mexico.

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    Tatu Ilunga

    Tatu Ilunga is a Senior Policy Advisor for Tax and Extractive Industries with Oxfam America. He is responsible for leading Oxfam America’s tax policy work with a special emphasis on tax justice issues as they relate to extractive industries. Tatu works closely with Oxfam country programs and civil society partners as they develop and implement tax justice campaigns.

    Prior to joining Oxfam, Ilunga was with the International Center for Settlement of Investment Disputes and the Energy and Extractive Industries Global Practice at the World Bank. He has also held positions with KPMG and EY in Luxembourg. Ilunga has contributed as panel member to the General Assembly of the United Nations Economic and Financial Committee on Domestic Resource Mobilization: Where to go after Addis?

    He holds an LL.M. from George Washington University Law and a Maîtrise en Droit des Affaires (JD equivalent) from the University of Lille 2, France.

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    Eleni Janis

    Eleni Janis is a Vice President at the Center for Economic Transformation at New York City Economic Development Corporation. She leads efforts to accelerate sustainable, impact investing in order to direct more private capital to businesses with positive social and environmental impacts, and oversees EDC’s incubator portfolio.

    Prior to the NYCEDC, Janis specialized in federal and state public policy advocacy and research in areas including community development, banking, housing, labor and immigration. She has held leadership positions at The Opportunity Agenda and the Business and Labor Coalition of New York, run political campaigns and provided market research and strategy consulting for elected officials and private sector companies. Her work spans 15 years in Washington, DC, New York, London and Athens.

    Janis has published extensively studies on social issues and lectures frequently at graduate schools in New York City. She holds a Master’s Degree in American Politics from New York University and a Bachelor’s Degree in Communications and Mass Media Studies from the National University of Athens. She is a graduate of the American Express Fellowship for Emerging Nonprofit Leaders.

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    Jalak Jobanputra

    A technology veteran with over 20 years as an entrepreneur and VC, Jalak Jobanputra founded Future\Perfect Ventures in 2014. She has invested in over 80 early stage companies in the past 15 years, resulting in several multibillion dollar acquisitions and IPOs.

    Previously, Jobanputra was a director at Omidyar Network managing mobile investments in emerging markets, and Senior Vice President at the New York City Investment Fund where she launched a seed tech fund and the Fintech Innovation Lab. She was also at Intel Capital in Silicon Valley from 1999-2003, on the founding team of a web startup in 1997, and a tech/media/telecom investment banker at Lehman Brothers in NYC and London. Jobanputra has served on multiple advisory boards for the White House, NYC Mayor’s Office, and the US State Department, and serves on the board for the Center for an Urban Future.

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    Bruce Kahn

    Bruce Kahn is the Portfolio Manager at Sustainable Insight Capital Management, bringing over 25 years of experience in environmental and investment research and management to the role. Previously, he was a Director in Deutsche Bank’s Asset Management division where he acted as an investment strategist conducting high-level analytical research on sustainable investing, including clean tech, water and agricultural-based investment strategies as well as ESG/SRI strategies. Prior to that, he managed assets at Smith Barney's Private Wealth Management Group in sustainable investments including agri-business and clean tech for Foundation/Endowment, HNWI and Institutional clients.

    Recently Kahn has joined the Advisory Council of the Sustainability Accounting Standards Board and serves on the Advisory Panel of Mercer Investment Consulting and Management’s Sustainable Opportunities Fund. He holds a BA in Ecology & Evolutionary Biology from the University of Connecticut, MS in Fisheries and Allied Aquacultures from Auburn University, and a PhD in Land Resources from University of Wisconsin, Madison. He is a recipient of both a J. William Fulbright Scholarship and a National Science Foundation Fellowship in ecological economics. Kahn currently is a Lecturer at Columbia University’s Earth Institute in the Sustainability Management Program.

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    Adam Kanzer

    Adam Kanzer is Managing Director and General Counsel of Domini Social Investments and Vice President and Chief Legal Officer of the Domini Funds. His responsibilities include directing Domini’s shareholder advocacy department, where for more than 10 years he has led numerous dialogues with corporations on a wide range of social and environmental issues.

    Kanzer is a member of the Securities and Exchange Commission’s Investor Advisory Committee, created by the Dodd-Frank Act, and served on the SEC’s inaugural Investor Advisory Committee (June 2009-November 2010). He is a founding member and serves on the board of the Global Network Initiative, an organization addressing threats to freedom of expression and privacy rights on the Internet and other communication technologies, and serves on the board of Tax Justice Network-USA, the public policy committee of US SIF: The Forum for Sustainable and Responsible Investment, and the advisory council of the Sustainability Accounting Standards Board (SASB). He holds a BA in political science from the University of Pennsylvania and a JD from Columbia Law School.

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    Noah Klein-Markman

    Noah Klein-Markman is the Senior Associate for Sustainable Agriculture at Ceres. In this role, he works with investors and companies to advance sustainable sourcing practices. He works with Ceres staff to inform and coordinate activities related to sustainable agriculture, and, through dialogues with NGO, investor and company stakeholders, supports the adoption and implementation of corporate sustainable palm oil, forestry and agriculture commitments.

    Klein-Markman received his BA from Wesleyan University in 2013 with a major in government and certificate in environmental studies. He speaks Spanish and Portuguese.

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    Juanita Cabrera Lopez

    Juanita Cabrera Lopez is Maya Mam and Executive Director of the International Mayan League, an indigenous led and created organization.  The International Mayan League works with Maya leaders and elders through their traditional institutions for environmental protection and land rights, human rights and cultural preservation and education.  Currently she is working with traditional authorities in Guatemala and Mexico to enhance their knowledge of the role of shareholders, the structure of corporations, and accountability mechanisms in development.  She holds a Master of International Public Policy from Johns Hopkins University (SAIS). 

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    Kathleen McQuiggan

    Kathleen McQuiggan is Senior Vice President of Global Women's Strategies for Pax World Management LLC and Managing Director of Pax Ellevate Management LLC. In these senior management roles, McQuiggan is responsible for initiatives related to gender diversity and women’s leadership. Her responsibilities include sales and marketing for Pax Ellevate Management LLC, which manages the Pax Ellevate Global Women’s Index Fund. In addition, McQuiggan oversees Pax World’s broader contributions to thought leadership related to gender equality as an investment concept and women and sustainable investing. She also leads Pax World’s Women and Wealth Practice Management initiative focused on helping financial advisors to build their practices and to better engage and serve female clients.

    In 2015, McQuiggan was named to Investment News’ inaugural Women to Watch list, which honors female financial advisors and industry executives who are distinguished leaders at their firms.

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    Andy Miller

    Andy Miller is a partner and member of Ernst & Young LLP's National Tax Department and has over 30 years of experience serving a wide range of corporate clients. He has extensive experience serving as a tax specialist in the natural resource industries on due diligence teams for the firm's merger and acquisition practice. In light of his extensive natural resource experience in tax, Miller is the Global Mining & Metals Industry Tax leader and works with the Global Mining & Metals Center of Excellence located in Sydney, Australia.  

    He has served as an instructor for Ernst & Young’s National Tax education program teaching such topics as Subchapter C, consolidated returns, and mergers and acquisitions. 

    Miller‘s client commitments include major Mining & Metals Industry companies such as external audit clients Freeport  McMoRan, Peabody Energy, Arch Coal, Alliance Resource Partners CRH Oldcastle and Martin Marietta Materials.Miller is a 1978 graduate of the University of Missouri-Columbia receiving a BSBA in Accounting.

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    Suzan Miller

    Suzan (Sam) A. Miller is Vice President, Corporate Secretary and Deputy General Counsel of Intel Corporation and leads the Intel worldwide Corporate Legal Group, providing legal support for corporate governance, security law, corporate finance and treasury, M&A and Intel Capital.  Miller is an active advocate for diversity and inclusion in the legal profession and the technology industry. 

    She is the executive sponsor for the Santa Clara Women at Intel Network, a member of Intel's Network of Executive Women Leaders, an executive sponsor of Intel’s Legal Diversity program, and is on the Boards of the National Association of Women Lawyers (NAWL) and the Minority Corporate Counsel Association (MCCA). Miller is also the executive sponsor for Intel’s Legal Pro Bono Programs and is on the Boards of the Law Foundation of Silicon Valley and Silicon Valley Campaign for Legal Services.

    She received her BS from Bryn Mawr College and her JD from Santa Clara University.

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    Matt Onek

    Matt Onek is the Chief Executive Officer of Mission Investors Exchange. He brings unique perspective to the organization’s work to grow the impact investing field, having championed mission investing within foundations, federal and local government, and in the private sector.

    Onek has developed mission investing strategies for foundations and intermediaries, including the Walton Family Foundation, the Helmsley Charitable Trust, and the Aspen Institute. As Special Assistant to the President and Chief of Staff of the White House Domestic Policy Council, Onek coordinated a range of policy priorities in the Obama administration. Among them, he helped establish the White House Office of Social Innovation & Civic Participation and advanced policies supporting the impact investing movement. At Citigroup, Onek advised the Citi Foundation and designed investment partnerships between the private sector and philanthropy.

    Onek received his JD from Yale Law School and his BA from Stanford University. 

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    William Page

    Bill Page is a Portfolio Manager on the Essex Global Environmental Opportunities Strategy (GEOS).  Prior to joining Essex in 2009, he spent 11 years at State Street Global Advisors (SSgA), most recently as Lead Portfolio Manager for GEOS and Head of the Environmental, Social and Governance (ESG) investment team.  Page developed GEOS over a four-year period at SSgA, and was a member of the Global Fundamental Strategies group. 

    Prior to SSgA, he worked in product management for Wellington Management Company, LLC.  Page is on the Advisory Board of the Journal of Environmental Investment, a peer-reviewed, open-access journal that publishes original research at the intersection of the environment and investing.  During business school, Page worked on socially responsible investment research at KLD Research & Analytics. 

    He earned a Bachelors degree in Economics from Boston University and an MBA from the FW Olin School of Business at Babson College.

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    Jacqueline Patterson

    Currently the NAACP Director of Environmental and Climate Justice, Jacqui Patterson, MSW, MPH, has served as a trainer, organizer, researcher and policy analyst on international and domestic issues  including women’s rights, HIV&AIDS, violence against women, racial justice, economic justice, and environmental and climate justice. 

    Patterson has authored multiple articles including: 'Jobs vs Health: An Unnecessary Dilemma,' 'Energy Democracy, Black Lives Matter, and the NAACP Advocacy Agenda,' 'Climate Change is a Civil Rights Issue,' 'And the People Shall Lead: Centralizing Frontline Community Leadership' and more.  She serves on the boards of directors for Center for Story Based Strategy, Institute of the Black World and US Climate Action Network, and on the steering committees for Interfaith Moral Action on Climate and the advisory board for Center for Earth Ethics. 

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    Allan Pearce

    Allan Pearce is a member of Trillium Asset Management’s Shareholder Advocacy team where he engages companies on numerous issues including sustainable agriculture and sourcing, deforestation, and ethical business practices. He has led Trillium’s work on food waste and collaborated with industry partners to engage several companies on this crucial topic.

    Prior to joining Trillium, Pearce worked for Portfolio 21 Investments on its ESG research team. He also has several years of experience working for a variety of environmentally focused community organizations.

    Pearce earned a BSE from the University of Michigan in Materials Science Engineering and a MS in Environmental Studies from Antioch University New England.

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    Nancy Roman

    Nancy Roman leads the Capital Area Food Bank (CAFB), a $58 million non-profit organization that provides food to people in the Washington, DC region. Prior to CAFB, Roman was a diplomat with the UN World Food Programme, which provides food to 100 million people in 75 countries. Roman has also served as Vice President of the Council on Foreign Relations in Washington, DC and President of the G7 Group, a consulting firm that advised Wall Street.

    Roman also spent 10 years as a journalist. She came to Washington in 1988 as press secretary and foreign affairs adviser for the late US Rep. Clay Shaw, Jr. (R-FL). She holds a Master degree in International Economics and American Foreign Policy from the Johns Hopkins School of Advanced International Studies and a Bachelor of Arts degree in Journalism and French from Baylor University.

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    Marlena Sonn

    Marlena Sonn is the President and Founder of Treebeard Financial Planning, a New York City based wealth management firm. A Certified Financial Planner™, and a graduate of Barnard College, Columbia University, she specializes in working with ultra high net worth millennials, women, inheritors, and family offices. 

    Sonn is a widely cited expert on personal financial planning, having been featured on PBS's Nightly Business Report, Investment News, Ebony Magazine and Crain's.  She is a recent recipient of the etsy.org Regenerative Entrepreneur fellowship, supporting her work piloting the first regenerative and carbon-neutral portfolios offered to individual investors.  Her personal mission is to plant 10 million trees in the Amazon rainforest in her lifetime.

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    Marty Spitzer

    Marty Spitzer is the Director of US Climate and Renewable Energy Policy at the World Wildlife Fund (WWF). Since joining WWF in 2011, Spitzer has led efforts to accelerate business adoption of renewable energy and energy efficiency.  He has championed WWF’s work to develop the Corporate Renewable Energy Buyers’ Principles and “The 3% Solution” Initiative, which showcases the profits available to companies that set strong climate and energy goals.  He brings to his work 25 years of innovation and experience working collaboratively with business, non-profit organizations and governments to drive sustainable business solutions to environmental and climate challenges.

    He has extensive legislative and executive branch experience, including stints in Congress, at the White House as the Executive Director of the President’s Council on Sustainable Development and at the US Environmental Protection Agency in a variety of senior policy roles. Spitzer has a JD from the University of Buffalo Law School and a PhD in Policy Management from the University of Buffalo School of Management.

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    Reggie Stanley

    Reggie Stanley is the President and CEO of ImpactUS Marketplace LLC. He is an executive leader, strategist and board director with over 25 years of experience launching, expanding and managing complex businesses, teams and projects.

    With experience in for-profit and non-profit organizations across multiple disciplines, Stanley has expertise in corporate strategy, fiduciary oversight, business development, marketing and operations. He has been a key contributor to substantial organizational growth in new strategic directions across executive, consulting and board leadership roles at Calvert, Fidelity, Bain and SGS. He has a record of success across investment management, brokerage and impact/SRI industries, with proven ability to build collaborative teams, drive profitable growth and navigate the ambiguity of changing business dynamics.

    Stanley has an MBA from the University of Pennsylvania/The Wharton School and a BBA in Business from the University of Pennsylvania. He also studied at Haverford College and is a Fellow of the University of Capetown/Duke University Emerging Leaders Program.

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    Greg Vigrass

    Greg Vigrass is President of Folio Institutional. He joined the company in 2003, and oversees all corporate sales and business development activities with financial advisors, money managers, mutual fund companies and other financial institutions.  He is a noted expert on digital advisory services, SRI industry perspectives, brokerage technology and risk mitigation.

    Vigrass previously served as Vice President of 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. 

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    Robert Wilson

    Robert Wilson, Jr., is an investment officer and research analyst at MFS Investment Management® (MFS®). His primary role involves working with the firm's analysts and portfolio managers to integrate environmental, social and governance (ESG) issues into the investment decision-making process. Wilson is also responsible for developing thought leadership regarding the role that ESG integration should play in a long-term investment process.

    Wilson joined MFS in 2013 after six years with American Century, where he most recently served as a senior equity analyst. Previously, he spent five years at Bain & Company, working as a manager in the Financial Planning & Analysis group.

    Wilson earned a BS in business administration from Boston University and an MBA from the University of Chicago.



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