Verity Chegar, Vice President, is ESG Integration Team Lead within BlackRock Sustainable Investing. The Sustainable Investing team is focused on identifying drivers of long-term return associated with environmental, social and governance (ESG) issues, integrating them throughout Blackrock’s investment processes, andcreating solutions for our clients to achieve sustainable investment return. Ms. Chegar works with the Head and CIO of Sustainable Investing to develop and execute an implementation plan for ESG integration across all investment teams at the firm.

Previously, Ms. Chegar was an ESG strategist within the BlackRock Investment Stewardship team researching ESG trends and their implications for investment. Prior to joiningBlackRock in 2015, she worked at Allianz Global Investors as an ESG analyst responsible for research and ratings of companies in the global healthcare and global technology sectors. Prior to that, she was a member of the US Large Cap Portfolio Management team at RCM.

Ms. Chegar is Co-Vice Chair of the Sustainability Accounting Standards Board (SASB), an independent standards-settingorganization dedicated to enhancing the efficiency of the capital markets by fostering high-quality disclosure of material sustainability information that meets investor needs. She earned a BA from Mount Holyoke College.

Anna Snider is a Managing Director and Head of Due Diligence for the Chief Investment Office within Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. In this role, she leads the due diligence team and is responsible for manager research across all asset classes supporting Merrill Lynch Wealth Management and U.S. Trust, Bank of America Private Wealth Management. As a voting member of the GWIM Investment Strategy Committee (ISC), she defines and executes investment strategies and implementation including Impact Investing focused strategy manager research. She is also a contributor to the GWIM CIO thought leadership.

Prior to this role, Anna was part of the alternative investments group where she advised clients on hedge

fund and private assets portfolio construction and became head of research for externally managed alternative investment fund of funds. She was also a senior analyst in the risk management division at U.S. Trust. Anna offers many years of investment and risk analysis experience, having held positions at the Federal Reserve Bank of New York, JP Morgan and UBS focusing on market, credit and operational risk management.

She graduated from Connecticut College. She holds the Chartered Alternative Investment AnalystSM (CAIASM) designation. Anna serves as chair of the board for High Water Women, a foundation based in New York City.

Kurt is the Sector Chair for Transportation and Infrastructure at SASB.

Kurt Kuehn, former United Parcel Service’s chief financial officer, was on the front lines of UPS’s transformation from a private U.S.-focused small package delivery company to one of the world’s largest publicly traded logistics companies with more than 398,000 employees. He was responsible for all activities related to accounting, finance, financial planning, taxes, and treasury. Prior to his appointment as CFO in 2008, he was senior vice president worldwide sales and marketing, leading the revamping of the sales organization to improve the customer experience around the globe. He was also UPS’s first vice president of investor relations, taking the company public in 1999 — the largest IPO in the 20th century.

Since he joined UPS as a driver in 1977, his UPS career has included leadership roles in sales and marketing, engineering, operations, and strategic planning. He also was one of the early internal supporters of UPS’s sustainability program, working on the very first sustainability report in 2002. He remained a member of the corporate sustainability steering committee.

Kuehn is on the board of NCR Corp and Henry Schein Inc. He also serves on the board of the Woodruff Arts Center and Atlanta Shakespeare Company. A native of South Bend, Ind., he attended Yale University and received a master’s degree in business administration from the University of Miami. He also is a graduate of the advanced management program of the Wharton School of Business.

Amanda joined Annapolis-based Hannon Armstrong (NYSE: HASI), a leading investor in sustainable infrastructure, including energy efficiency, renewable energy and resiliency, in 2012 and currently serves as Director, Investor Relations & Corporate Communications. She is responsible for the development and execution of the company’s investor relations strategy and corporate communications initiatives, with special focus on Hannon Armstrong’s sustainability communications and ESG-related strategies, policies and activities. Amanda holds a bachelor of business administration, cum laude, from Loyola University Maryland and a master of science in investor relations from Fordham University. Currently, Amanda serves on Fordham University’s master of science in investor relations (MSIR) Advisory Board, helping improve the academic experience for students in the program. She is also on the volunteer development and fundraising committee for Annapolis Summer Garden Theatre, a non-profit organization where she most recently led the fundraising efforts for its Power Up! Campaign to upgrade the building’s power supply and improve energy efficiency and equipment reliability.

Amanda was also one of the finalists for IR Magazine’s Rising Star of Investor Relations in 2018.

Yafit Cohn is Associate Group General Counsel at The Travelers Companies, Inc., where she is focused on developing the company’s environmental, social and governance (ESG) engagement and communications strategies, as well as implementing other “special projects” for senior management. Before joining Travelers, she was Counsel in Simpson Thacher’s New York office and a member of the Public Company Advisory Practice, where she advised public companies, corporate management and boards of directors on a broad array of issues pertaining to securities law and corporate governance, including SEC reporting and disclosure requirements, shareholder proposals, the impact of proxy advisory firms, and responses to formal and informal SEC inquiries. Prior to that, Yafit has spent nine years as a litigator, focusing primarily on securities litigation and government investigations. Yafit has been a prolific writer and speaker on disclosure and corporate governance matters, as well as a frequent commenter in the press.

Bill is a co-portfolio manager for Essex’s Global Environmental Opportunities Strategy. Prior to joining Essex in 2009, Bill spent eleven years at State Street Global Advisors, most recently as Lead Portfolio Manager for the Global Environmental Opportunities Strategy (GEOS) and Head of the Environmental, Social and Governance investment team. He developed GEOS over a four year period at SSgA, and was a member of the Global Fundamental Strategies group. Prior to SSgA, Bill worked in product management for Wellington Management Company, LLC. Before Wellington, he worked for Fidelity Investments in asset allocation. He earned a Bachelor’s degree in Economics from Boston University and an MBA from the F.W. Olin School of Business at Babson College.

Daniel S. Kern, CFA®, CFP® is the Chief Investment Officer of TFC Financial Management, responsible for overseeing TFC’s investment activities.

Prior to joining TFC, Mr. Kern was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area that manages equities and asset allocation products for advisors, financial institutions and family offices. He was responsible for management of the firm including oversight of sales, client services and operations.

Mr. Kern’s previous experience included a Managing Director/Portfolio Manager role at Charles Schwab Investment Management where he managed $3.5 billion of mutual fund assets as head of asset allocation. Prior to Charles Schwab, Mr. Kern held a Managing Director/Principal role at Montgomery Asset Management where he managed global and international equity portfolios.

A CFA charterholder, Mr. Kern is a member of the CFA Institute and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Board member and Chair of the Investment Committee for the Cambridge Community Foundation, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp. He was a Board member and president of the CFA Society of San Francisco as well as Board member of the Bay Area Financial Education Foundation. Mr. Kern is a member of the Boston Security Analysts Society and a regular panelist and speaker at local, regional and national investment forums. Additionally, Mr. Kern is a regular contributor to US News & World Report and ThinkAdvisor. Mr. Kern is a graduate of Brandeis University with a Bachelor of Arts in Economics degree. He also holds a Master of Business Administration degree from the University of California, Berkeley – Haas School of Business.

Friederike joined Criteo’s Investor Relations team in January 2015 to lead the Company’s North American investor relations program. Before Criteo, she served in investor relations roles in the United States and Germany at Finjan Inc., Coty Inc. (including managing their IPO in 2013), SAP SE and RealTech GmbH.

Erika Karp, Founder and Chief Executive Offer, brings both pragmatism and intensity to driving forward the discipline of sustainable and impact investing. The urgency to leverage the capital markets to move investments towards social impact was the driver to her founding Cornerstone. Having spent decades on Wall Street, most recently as Managing Director and Head of Global Sector Research at UBS Investment Bank where she Chaired the Investment Review Committee, Erika came to the conclusion that systematically incorporating ESG factors investment analysis yields superior predictive insight and is essential to any investment process. In partnering with and advising organizations including the UN Global Compact, the Clinton Global Initiative, the SASB, and the World Economic Forum, Erika’s leadership has driven the movement to capture profit and purpose together

Alessia Falsarone is a Managing Director of PineBridge Investments (former AIG Investments) in New York, joining in a strategic role as the firm was being launched in the aftermath of the Financial Crisis. Prior to AIG, Alessia was part of the Global Investments platform at Citigroup as Vice President responsible for strategic co-investments and international client advisory as well as an investment banker with Credit Suisse.

A researcher of applied behavioral sciences, she is contributing author to “Applying Neuroscience to Business Practice” (October 2016). Alessia is an NACD Governance fellow, an active member of the Stanford Alumni Association as start-up mentor in the Stanford IGNITE program, the Financial Management Association, as well as an ad hoc reviewer for the Journal of Managerial Issues.

Alessia holds an MSc. degree in Financial Mathematics from Stanford University, an MBA from the MIT Sloan School of Business, a BS in Financial Economics from Univ. Bocconi, Milan, Italy and is part of the inaugural cohort of FinTech graduates from MIT.

Amy Springsteel is an assistant vice president in corporate responsibility at Voya Financial, Inc. (NYSE: VOYA), which helps Americans plan, invest and protect their savings — to get ready to retire better. With more than 14 million customers in the United States, Voya is a Fortune 500 company with $8.6 billion in revenue stemming from retirement, investment management, employee benefits and individual life insurance products. Amy works to drive the company’s triple bottom line (people, planet, profits) by collaborating cross-functionally and across business lines to apply a sustainable/responsible lens to Voya’s operations. She creates and implements environmental, social and governance (ESG) business integration strategy, methodology and policies that align with the company’s business objectives. She is responsible for identifying ESG-related business risks and opportunities, driving sustainable product and service development, leading ESG company-wide disclosures and corporate responsibility (CR) reporting and supporting business teams in leveraging ESG and CR performance. Amy serves on the Human Resources Leadership Team and the ESG Risk Committee.

Prior to her position at Voya Financial, Amy worked as a client service director and strategist in the sustainability communications practice at Addison Design and formerly operated her own consultancy, Competitive Edge Consulting Associates, Inc. (CECA). Her background spans across sectors with a select client roster including General Electric (GE), PepsiCo, Deloitte, IBM, The Princeton Review, the New York State Department of Banking, the New York City Agency for Child Development, Benjamin for U.S. Senate, the Stella Adler Studio of Acting and the Boys Choir of Harlem.

In 2017, Amy was named to The Responsible 100, the top corporate responsibility professionals in the state of New York, and co-authored the Yale Journal of Environmental Investing paper, The Value and Current Limitations of ESG Data for the Security Sector with Columbia University Professor Satajit Bose.

She is a proud member of the Junior Achievement of New York Board of Directors, the CECP Strategic Investor Initiative Advisory Board, the AccountAbility AA1000 Standards Board, the Columbia University Sustainable Finance Professionals Network Advisory Council and the Florida State University Sustainability Alumni Council. She holds SASB Fundamentals of Sustainability Accounting Level I, Robert F. Kennedy Center for Justice & Human Rights/Columbia University Earth Institute Sustainable Investing and Global Reporting Initiative (GRI) certifications. Amy earned both Bachelor and Master of Science degrees from The Florida State University.

Amy Springsteel Assistant Vice President, Corporate Responsibility.

Danielle Chesebrough started working in her dual role with the Principles for Responsible Investment and UN Global Compact in May 2011. She facilitates collaboration between corporates and investors, mainly focusing on improving communication on long-term value creation. She also is a co-organizer of the Sustainable Stock Exchanges initiative, which now has 75 partner stock exchanges of which Nasdaq was a founding member. By bringing together different perspectives, both the PRI and UN Global Compact believe we can create more sustainable capital markets, which will also play a critical role in achieving the UN Sustainable Development Goals. Previously, Danielle worked on the ESG research and client services teams at MSCI. Danielle has a B.A. in Political Science from Clemson University and a Master’s Degree in Social Work, with a focus on Policy and International Studies, from the University of Connecticut.

Bruce Goldfarb is Founder, President and Chief Executive Officer of Okapi Partners. He works closely with a wide range of clients including corporations, mutual funds, activist investors and shareholder groups as well as private equity sponsors and hedge funds, in solicitation and investor response campaigns. He focuses on proxy solicitation strategy, execution for mergers and acquisitions, proxy fights and other extraordinary transactions.

Prior to establishing Okapi Partners, Bruce was the Senior Managing Director and General Counsel of Georgeson Inc. (now a subsidiary of Computershare Limited), where he headed the Global M&A Advisory Group.

Before entering the proxy solicitation business, Bruce was a Senior Vice President of the investment management firm, Scudder, Stevens & Clark, now a part of Deutsche Bank’s Asset Management unit. He joined Scudder as a member of the Legal Department where he concentrated on transactions, including those involving mergers and acquisitions, international matters, alternative investment vehicles, off-shore funds and closed-end funds. Bruce also served as an executive officer of various closed-end funds advised by Scudder. He was the Chairman of Scudder’s Proxy Review Committee and served as the point person for the Scudder Funds proxy solicitation effort relating to the acquisition of Scudder by Zurich Financial Services Group.

Bruce began his career as an attorney at Cravath, Swaine & Moore, where he worked for more than six years, specializing in corporate law, mergers and acquisitions, securities transactions and international matters.

Bruce holds a J.D. from the Columbia University School of Law. He also earned a B.A. in the History of Art from the University of Pennsylvania concurrently with a B.S. Economics with a concentration in Finance, from the Wharton School.

Brian C. Matt, CFA, is Director of Global Strategy and Innovation at Ipreo, a leading provider of market intelligence and technology to corporate issuers and investment banks around the world. Brian is responsible for strategic partnerships and product initiatives for Ipreo’s global Corporate Business. Previously, he oversaw Ipreo’s Corporate Analytics team focusing on institutional investor targeting programs for IR programs across the globe, as well as situational analytics and transactional analysis for companies considering or undergoing strategic changes.

Brian came to Ipreo through the acquisition of CapitalBridge in February 2008, where he served as a Vice President in a number of roles and was instrumental in designing CapitalBridge’s institutional targeting toolkit and methodology. Prior to joining CapitalBridge in 2001, Brian served as an Analyst in the Research & Analysis division of TaylorRafferty, a global cross-border investor relations consultancy, and began his career in 1998 with The Carson Group (later acquired by Thomson Financial) where he served as a Senior Analyst responsible for the company’s global investor relations and investment-banking-focused data products.

Michael Stiller is Global Co-Head of Nasdaq’s Strategic Capital Intelligence (SCI) group. The SCI group helps companies identify and implement strategic growth initiatives such as targeting new investors, assessing activist vulnerabilities, advising on capital raises, optimizing capital deployment strategies and advising companies on key topics such as ESG. Michael has been with Nasdaq since 2012 and has spent his entire time advising companies. Prior to Nasdaq, Michael was a buy-side analyst at a TMT long/short hedge fund and a macroeconomic volatility arbitrage hedge fund.

Brian Tomlinson is Research Director for the Strategic Investor Initiative at CECP. Brian is an expert in fiduciary duty, sustainable business and investment practice and has a decade of experience as a corporate finance attorney. Brian’s work on sustainable business and investment has been published and featured by Harvard Business Review, MIT Sloan Management Review, the Journal of Applied Corporate Finance, Harvard Business School, the Harvard Law School Forum on Corporate Governance and Financial Regulation, Top 1000 Funds, the World Economic Forum, the FT, Forbes, the Huffington Post and Responsible Investor. Brian has an MPA from Harvard Kennedy School and a degree in politics, philosophy and economics from the University of Oxford.

Alexandra Higgins is a Managing Director at Okapi Partners providing strategic counsel to corporate clients and their advisors with a focus on governance and compensation issues, as well as other ESG concepts.

Alex has over 15 years of experience in corporate advisory and governance roles. Prior to joining Okapi Partners, she served as VP and Head of U.S. Partner Advisory Services at Institutional Shareholder Services Inc. (ISS) Corporate Solutions, where she managed advisory services for U.S. professional services firms on ISS policy, corporate governance issues, equity plan disclosure, and shareholder activism.

Alex also spent time as a reporter for CQ Roll Call, where she covered corporate governance regulation and activist investor campaigns. She began her career as an executive compensation analyst and research associate at The Corporate Library for six years before its merger with GMI Ratings, where she ultimately spent another four years advising law firms on corporate governance matters related to securities litigation.

In 2008, Alex was named a Rising Star of Corporate Governance by the Millstein Center for Corporate Governance and Performance. She holds a B.A. in Political Science from the University of Southern Maine.

Anton leads research and standards development for the Financials sector at SASB. This involves keeping abreast of regulatory developments and emerging trends in the sector, as well as maintaining strong relationships with corporate issuers, investors, and other stakeholders that inform the content of SASB standards. He also contributes to standards development by spearheading various projects that involve quantitative data analysis.

Anton joined SASB in 2013 after completing an internship as an equity analyst at Allianz Global Investors in San Francisco, where he conducted quantitative and fundamental research and valuation on selected financial services companies. He has an MBA in Capital Markets from the University of Alaska, Fairbanks and a Bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia. Anton has a genuine passion for finance and analytics and continues his professional development by participating in the CFA institute program.

Arielle Katzman is a senior associate in the Capital Markets group in the New York office of Shearman & Sterling. Arielle’s practice focuses on securities transactions and corporate governance advisory work.

Ben Ashwell is the digital editor at IR Magazine and Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.