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Date: 2024-12-21 Page is: DBtxt003.php txt00011487

People
Speakers for Sustainatopia Conference

Speakers for Sustainatopia Conference to be held in Boston ... October 9th to 12th, 2016

Burgess COMMENTARY

Peter Burgess


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ArcView Group

David Abernathy started his career doing project administration and management at a London based engineering and consulting firm. From there he transitioned to an Australian investment bank where he worked with the Infrastructure Legal team financing multi-billion dollar wind farm projects. He spent several years doing investment due diligence, business development, and business administration consulting. From 2009-2012, he ran a financial services and consulting firm for the medical cannabis industry whose clients included cultivation collectives, dispensaries, equipment manufacturers, and cannabis R&D companies around the State of California. Mr. Abernathy worked as an adviser to UC Berkeley’s Goldman School of Public Policy on a report for the City of Oakland about the economic impact of regulated, large-scale, indoor cannabis cultivations.

In addition to his work with The Arcview Group, David currently teaches the Economics of Cannabis at Oaksterdam University and co-owns an indoor miniature golf course. He has held leadership positions and served on the boards of notable non-profits in the fields of art, education, human rights advocacy, and animal rescue, and currently serves as President of America’s first cat cafe.


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The Boston Foundation

Maggi Alexander directs TPI’s Center for Global Philanthropy and in this role supports New England International Donors (NEID). An entrepreneurial leader, Maggi has spent over 25 years focused on improving the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide. She has extensive experience building partnerships and alliances that cut across traditional divides and has worked in the corporate, philanthropic, nonprofit, and public sectors. Maggi’s experience in organizational development spans the early start-up process to achieving scale and sustainability; she is passionate about turning great ideas into reality.

Maggi’s commitment to international development was ignited when she worked as a street educator providing direct services to working and street-based children in developing countries. In 1991, Maggi joined the International Youth Foundation (IYF) shortly after it was established, playing numerous key leadership roles as the organization grew, including direct program and organizational leadership of a fast growing network of partner foundations across Asia, Europe, Latin America, Africa and the Middle East. Today, IYF is among the world’s leading public foundations focused on investing in young people, with operations in more than 80 countries.

Most recently, Maggi worked with the ImagineNations Group to provide rural young people and smallholder farmers with relevant education, training, and finance, fostering a new generation of Africans who are prosperous along the field-to-fork agriculture value chain. In 2006, Maggi founded and continues to serve as volunteer Director for Kids-Take-Action, a nonprofit aimed at inspiring service and social action among school-aged children. Over her career, Maggi has held several other senior leadership positions with national and international organizations, including the W.K. Kellogg Foundation, UNICEF, the Fetzer Institute, and the Charles Stewart Mott Foundation. Maggi is currently a Senior Fellow in Social Innovation at Babson College, and she has a Master’s degree from John’s Hopkins School for Advanced International Studies.


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GAMCO Investors

Ms. Christina L. Alfandary has been Managing Director of ESG & Sustainable Investments at GAMCO Investors, Inc., since May 2, 2016. Ms. Alfandary contributes to GAMCO Investors’ nearly thirty year institutional SRI effort by further expanding their ESG capabilities and leadership in sustainable investing. She served as Senior Managing Director and First Vice President of Nikko Asset Management Americas, Inc. She joined Nikko Asset Management Americas in 2005 and is responsible … for co-heading Nikko AM’s US operations, as well as overseeing business development and client relationships in North America. Previously, Ms. Alfandary was a Vice President at Gabelli Asset Management from 2001 to 2005, where she was responsible for institutional marketing. She began her investment career at Bankers Trust, then worked at Morgan Stanley from 1990 to 2000, first as a banker and then moved to the firm’s institutional fixed income sales and trading team, working with several key relationships of the firm. She serves as Director of Nikko Asset Management Americas, Inc. Ms. Alfandary earned an M.B.A. from Columbia Business School in 1995 and a B.A. from Lewis & Clark College in 1989.


Ericsson

Bio coming soon.


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Family Office Association

Ryan Ansin is an entrepreneur, angel investor, philanthropist, and anxious learner who thrives off of seeking out new frontiers. Ansin utilizes his time, capital, and collaborative networks to drive profits and change conjointly, focusing on various start-ups in both the non-profit and for-profit worlds.

Ansin buckets his professional time between Clarity Project (Founder and CEO), Family Office Association (President), advising his early stage investments in fashion and technology, and more recently has taken an interest in the intersection of real estate development and indoor farming.

Clarity Project is a great metaphor for Ansin’s approach to business and life. He chose to get married but did not trust the diamond companies so started his own first in mining and exploration, and now in Lab-Grown Diamonds.

Beginning at a young age, Ansin has sat on various boards of directors for organizations focused on children, poverty reduction, and the use of media to improve transparency around the world. This was largely through a multi-national organization Ansin founded and ran for four years, Every Person Has a Story (EPHAS), which taught journalism and photography in thirty-two locations around the world. Ansin has been a recent participant and contributor to such conferences as Nexus Global Youth Summit, Global Economic Symposium, Giving Women International, G8YS, WEF, and many more.


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CSRHub

Bahar Gidwani has built and run large technology-based businesses for many years. Bahar holds a CFA, worked on Wall Street with Kidder, Peabody, and with McKinsey & Co. Bahar has consulted to a number of major companies and currently serves on the board of several software and Web companies. He has an MBA from Harvard Business School and an undergraduate degree in physics and astronomy. Bahar was recently interviewed on Brian Lehrer TV. He plays bridge, races sailboats, and is based in New York City.


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Foley Hoag

As Co-Chair of Foley Hoag’s Energy & Cleantech Industry Group, and head of the firm’s Renewable Energy Project Finance and Development Practice, Mark Barnett has an extensive business law practice focused on the energy and clean technology and infrastructure sectors. Mark works closely with clients developing innovative technologies and business approaches to solving energy and sustainability challenges, advising these emerging and high growth companies in all aspects of strategic development, financings and acquisitions, intellectual property and industry-specific regulatory and policy matters. He also leads the firm’s renewable energy project finance practice with a particular focus on solar energy project development and finance, working with a broad range of developers, project sponsors and investors in this dynamic and growing sector.


Carol Baroudi, Global Sustainability and Compliance for Arrow Electronics, works to define and drive sustainability initiatives. Her primary focus is sustainable electronics and its potential contribution toward overall sustainability goals, brand protection and enhancement. She works to support customers’ sustainability initiatives, including education, evangelizing and reporting. She is the lead-author of Green IT For Dummies, which gives organizations basic principles and guidance in moving toward sustainable IT. She co-leads the Boston Area Sustainability Group, producing monthly programs aimed at furthering sustainability education, building collaborative networks, and driving sustainability forward.

Prior to joining Arrow, Carol worked as an industry analyst as Research Director of Sustainability and Green IT at Aberdeen Group, CEO of Baroudi Bloor International, and Vice President at Hurwitz Group. A best-selling author, Carol’s books have more than 7 million copies in print in more than 30 languages. Ms. Baroudi holds a B.A. from Colgate University and a post baccalaureate certificate in Sustainable Development from the University of Massachusetts.


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RobescoSAM

Bio coming soon.


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Family Office Insights

Bio coming soon.


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Pathstone Federal Street

Molly joined Federal Street in 2014 with over 10 years of experience working in the sustainable investing arena. Prior to joining Federal Street, Molly was Head of U.S. Research for EIRIS, responsible for managing a team of seven research analysts specializing in ESG analytics for asset managers. She also served as Lead Sustainability Analyst for Pax World Funds, where she oversaw proxy voting and researched companies’ ESG profiles using quantitative and qualitative indicators to identify investment risk and opportunity.

Molly’s newly created role as an ESG Research Analyst is a natural expansion of Federal Street’s expertise and reputation as one of the nation’s leading sustainable investing advisory firms. “Most other firms are newer at this; I was impressed by the depth of thinking here.”

Molly holds an MBA from the Whittemore School of Business at UNH, where she also earned her BA in Linguistics. Molly serves on the board of a New Hampshire running club that is working to get children involved in running.


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The Robert Wood Johnson Foundation (Invited)

Victoria Kumpuris Brown, senior program officer, joined the Robert Wood Johnson Foundation staff in 2015, bringing her exceptional experience in connecting business and health care to the battle against childhood obesity. Working to engage business around health, Brown views her role as bridging multiple sectors, including the business community, to address the epidemic of childhood obesity and help children lead longer, healthier lives. “Ultimately building a Culture of Health takes collaboration and partnerships,” she says, “and it takes all of us working together with a common purpose.” She believes that the Foundation will raise the bar on engaging businesses and activating the private sector in building a Culture of Health.

Brown’s demonstrated track record of mobilizing the business community around social imperatives began with her previous position as the vice president for Strategic Alliances at the Alliance for a Healthier Generation, founded by the Clinton Foundation and American Heart Association. She led the Alliance’s work with the food, beverage, and health care industries, helping them become part of the obesity solution through the facilitation of commitments to business practice changes that create healthier environments for children and families.

Under Brown’s leadership, the Alliance signed a groundbreaking agreement with McDonald’s to increase access to fruits and vegetables and help families make informed choices across their top 20 markets worldwide, impacting more than 85 percent of global sales. She also negotiated a landmark agreement with the American Beverage Association, Coke, Pepsico and the Dr. Pepper Snapple Group to reduce beverage calories 20 percent by 2025 for all Americans. In addition to her work with food and beverage companies, Brown also created and launched the Healthier Generation Benefit, a collaborative of over 20 health insurers and employers extending first ever health benefits for the prevention and treatment of obesity.

She joined the Alliance in 2007, after a decade of experience in the public, private, and academic sectors focusing on issues that affect children and families.

Brown holds a Master of Public Affairs degree from the Lyndon B. Johnson School of Public Affairs at the University of Texas at Austin and a BA in public policy from Washington and Lee University.

She and her husband, and two children, reside in Dallas, Texas. While she enjoys tennis, spinning, travel, and reading just about anything, most of her spare hours are devoted to family activities.


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Collective Responsibility

Driven by the belief that change begins with a single step, Richard Brubaker has spent the last 15 years in Asia working to engage, inspire and equip those around him to take their first step.

Acting as a catalyst to driving sustainability, to bring about the changes in leadership and business models, and to recalibrate old models so that new opportunities can be captured, Brubaker’s work is centered around building foundations of knowledge, understanding core issues, engaging stakeholders, and doing what it takes to move forward.

Currently, as the Managing Director of Collective Responsibility and a Visiting Professor of Sustainability at the China Europe International Business School (CEIBS), Richard is focused on building platforms that promote long term organizational capacity to address the economic, environmental and social hurdles that China faces as the country’s economic growth accelerates.

To date, Brubaker has overseen the development and execution of more than 200 projects focused on solving the social, environmental and economic challenges that are faced in Asia.

Rich is regularly invited to speak at leadership, social innovation and sustainability-focused conferences to speak on issues of social innovation & entrepreneurship, sustainability, corporate social responsibility and leadership.

Richard holds a Masters in International Management from the Thunderbird School of Global Management, and serves as the Vice Chairman of the Corporate Social Responsibility Committee of the American Chamber of Commerce in Shanghai.

You can follow Rich on Twitter at @richbrubaker


Karla Canavan has been in trading, finance, asset management, and agribusiness over the past 20 years. She began her career in private banking and boutique structured finance in Banco Santander in Mexico City and next achieved success as a fixed income and derivatives trader. Passionate about sustainability, Karla developed her deep understanding of the food and energy value chains through her work in agribusiness giants Cargill and Bunge. With experience working directly with producers such as small holder farmers to determine logistics, pricing, and marketing, Karla obtained the firsthand experience that underpins her knowledge of product traceability, social and environmental impact, and profitability factors that are necessary to optimize the food supply chain from farm to table.

After leaving Cargill, Karla joined Bunge and has applied her skills and experience to serve in many diverse roles. She began in risk management and trading commodities for the Latin American region. She then helped develop the food products line for Latin America, leading business development and serving as head edible oils trader for the region. Next she joined Bunge’s Financial Services Group unit, where she served as Global Head of Origination for Bunge Environmental Markets where she helped finance, develop and execute over 100 emissions reduction projects across a variety of business sectors and methodologies. Her investment expertise encompasses projects in in waste management ,composting , waste-to-energy generation from landfill gas and biodigestion, sustainable agriculture, women empowerment, integrated farming, renewable energy ,bio fuels, and sustainable forest management.

Recently appointed as Bunge’s Director of Sustainable Finance , Karla looks forward to develop new opportunities in the food and energy sectors to achieve the triple bottom line returns for investors – social, environmental, and financial – that are key to the sustainable businesses of the future.


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City of Orlando

Chris is an emerging social “eco-preneur”, community organizer, and sustainability professional with a passion for accelerating the transition to a clean energy economy.

He’s currently the senior adviser for Mayor Buddy Dyer and the City of Orlando, developing policies and programs to support the sustainability, energy & climate-related goals of the Green Works Orlando municipal and community action plans.

In 2008, Chris co-founded IDEAS For Us, an international 501c3 nonprofit & UN-accredited NGO, building a global community of leaders working to advance local environmental solutions to global challenges. In 2012, Chris also partnered with professionals to create a clean energy consulting firm – Citizen Energy – that is providing energy services and implementation of energy efficiency + renewable energy solutions in commercial buildings in Washington DC Metro area.

Chris has held sustainability & energy-related positions with University of Central Florida, Orange County Government, and the US Department of Energy. He’s been awarded a Delegate for the National Wildlife Federation (NWF) and the Clinton Global Initiative, selected as a ‘Global Shaper’ by the World Economic Forum, and is the co-founder and chairman of Florida Green Chamber of Commerce (FGCC), the first state-wide business chamber aimed at creating environmentally-friendly, sustainable business practices & policies.

In addition, Chris is a public speaker and has been recognized for his effort as a emerging environmental leader; including the prestigious IAMECO Warrior designation, formal recognition from President Bill Clinton, and ‘Champions of Change’ honorable mention from the White House & Obama Administration. Most recently, Chris gave an inspiring TEDx Talk in October 2012 on Biomimicry; he spoken at the United Nations HQ & the UN Rio+20 Summit; and was a keynote speaker at the 2013 NASA KSC Innovation Expo, and 2013 International Economics Congress in Berlin, Germany.


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Tom's of Maine/Ramblers Way

Tom Chappell is an entrepreneur, environmentalist, philanthropist, and author. After he and his wife, Kate, an artist, settled in Maine to live a lifestyle closely connected to nature, they founded Tom’s of Maine in 1970 which became a pioneer and leader in the natural personal care business. Their legacy of a belief that a business can be environmentally sensitive, socially responsible, and profitable lives on with Tom’s of Maine under its new owners, Colgate-Palmolive, Inc. Since the sale in 2006, Colgate has continued to support the practice of these values .

Tom has had a life-long interest in the responsibility of the corporation to society and has written two books on business ethics. The Soul of a Business, 1993, sets a standard for the moral corporation. Managing Upside Down, 1999, defines a set of tools for leaders to manage with both head and heart together, called The Seven Intentions of Values-Centered Leadership. A 1961 graduate of Moses Brown School in Providence, Trinity College in 1966 with a BA in English, and Harvard Divinity School in 1991 with a Masters in Theological Studies. Tom is on the Trinity College Board of Trustees, and is a Harvard Divinity School Deans Council Member.

Concerned about environmental and community sustainability, Tom and Kate now own a sheep farm to produce fine wool for their use in recreating a regional supply chain to produce next- to-the-skin fine apparel, shirts, and jackets under the name, Ramblers Way Farm that launched in 2009. Additionally, their home and offices in Kennebunk operate on geothermal energy while preparing to complete a sustainable lifestyle with solar energy as well. They are both active in Maine philanthropy.


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Bloomberg

Emily Chasan edits the sustainable finance newsletter at Bloomberg Brief. She covers responsible investing, corporate sustainability, and corporate governance.

She was previously a senior editor at The Wall Street Journal’s CFO Journal, and a senior correspondent at Reuters where she covered accounting, law, hedge funds, manufacturing, and the U.S. stock market. She led the wire service’s team of bankruptcy reporters during the financial crisis from 2008 to 2010.

Emily started her career as an intern in The Wall Street Journal’s Dallas bureau. She has won two Front Page Awards from the Newswomen’s Club of New York, and in 2012 was named to the National Association of Corporate Directors’ “Directorship 100” list of people most influential on corporate boards.

She graduated from Tufts University cum laude with a degree in Economics and International Relations.


Danielle Chesebrough is the Senior Manager of Investor Engagements with the United Nations Global Compact at Principles for Responsible Investment. She coordinates and promotes global investors’ collaborative engagements with publicly listed companies, stock exchanges, and policy makers on a range of environmental, social, and governance (ESG) topics. Additionally, Danielle facilitates joint projects and information sharing between the PRI and UN Global Compact. Danielle also co-coordinates the Sustainable Stock Exchange Initiative. She has been coauthored a variety of publications, including the Model Guidance on Reporting ESG Information to Investors: A Voluntary Tool For Stock Exchanges to Guide Issuers. Danielle has worked at PRI since 2011, holds a M.S.W. from the University of Connecticut and a B.A. from Clemson University, and currently resides in Connecticut.


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CREO Syndicate

Ms. Régine Clément is dedicated to advancing innovation, investment and adoption of sustainable technology and business solutions that help better manage natural resources, our built environment, as well as increase process optimization in all sectors of the global economy.

She joined the CREO Syndicate in January 2016 as its inaugural CEO to lead the growth of the organization and provide tailored support to its members in the successful deployment of private capital into CleanTech, Renewable Energy and Environmental Opportunities (CREO) markets.

Régine is also proud of having co-Founded and co-managed the Canadian Technology Accelerator (CTA) for CleanTech (2012-2015), a 12-week accelerator program that offers tailored coaching and mentoring, as well as access to key resources from NYC metro area and Silicon Valley to promising Canadian cleantech companies and their CEOs/Founders (for more info: www.ctaconnects.com).

 


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Project WET

Morgan is the Senior Program Manager for International Projects at the Project WET (Water Education for Teachers) Foundation and has more than 15 years of experience delivering water education to all ages. Project WET is the largest water education-focused organization in the world, with a network of partners in 70 countries and 50 US states who are dedicated to improving water literacy. A US Water Prize winner and Global Journal Top-100 NGO, the Project WET Foundation trains 30,000 adults and reaches over 1 million children each year with a goal of solving pressing water issues through community action.

Working with the Project WET for six years, Morgan is responsible for international programs and specializes in Corporate Sustainability and Employee Engagement programs with multiple corporate partners. She has been integral in the development of dozens of educational resources and has managed programs across the globe from Tanzania to Taiwan.


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Yale University

Todd Cort is a faculty member at the Yale School of Management and Yale School of Forestry and Environmental Studies. He also serves as Faculty Co-Director for the Yale Center for Business and the Environment. He holds a Ph.D. in Civil and Environmental Engineering, Master’s and Bachelor’s degrees in biochemistry and a Professional Engineer’s license in California. Dr. Cort works at the intersection of corporate responsibility and sustainable finance. His objective is to reduce the barriers to moving capital (either corporate or investor) to more sustainable investments. In this space, Dr. Cort is working on:

1) Metrics and standards for measuring the environmental impacts of fixed income investment products such as green bonds

2) Metrics and the underlying data for environmental, social and governance (ESG) that demonstrably drive corporate growth and improvement in equity value

3) Metrics for underwriting more sustainable insurance products – particularly around the means to measure effective climate adaptation

In addition to these specific research areas, Dr. Cort educates and collaborates with investors and fund managers to effectively integrate sustainability into investment strategies. These integrated investment strategies range from fixed income focused funds to venture capital strategies.


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Bain Capital

Experience

Mr. Cozzone joined Bain Capital’s Global Private Equity team in London in 2011 and transferred to the Double Impact team in 2016. Prior to joining Bain Capital, Mr. Cozzone was a Consultant in Bain & Company’s Dubai and San Francisco offices, a private equity investor with Cinven in Europe and a consultant for the Africa Transport unit at the World Bank. Mr. Cozzone is also involved in seed stage impact investing as a Mustard Seed Fellow.
Education

Mr. Cozzone holds a M.B.A. from the Graduate School of Business at Stanford, a Masters in Economics from The Sorbonne University in Paris, and a Masters in Engineering from the Mining School of Paris.


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Censible

Julie Dick is Head of ESG Research at Censible. Censible is an online investment advisor challenging the way people think about their money by simplifying and personalizing responsible investing.

Julie has practiced environmental law for 9 years and spent more than 16 years working on environmental and sustainability issues. At the firm of Nijman Franzetti, LLP Julie advised large multi-national corporations on compliance with environmental laws, regulations, and permits. She has spent most of her career working on behalf of environmental organizations in litigation and as an advocate for sea level rise adaptation, carbon mitigation, restoration of the Everglades ecosystem and protections of the unique island and marine resources of the Florida Keys.


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Draper Kaplan Richards Foundation

Stephanie Dodson became a Managing Director at Draper Richards Kaplan Foundation in September 2014. Draper Richards Kaplan believes that with early funding and rigorous support, exceptional social entrepreneurs, tackling some of the world’s most complex problems, can make the world a better place.

Stephanie co-founded, and remains involved with, three social ventures: Strategic Grant Partners, Project Healthy Children, and The Maranyundo Initiative. In her role at DRK, she currently serves on the boards for and works closely with 8 DRK portfolio organizations: Catie’s Closet, City Health Works, Clean Energy Trust, Crisis Text Line, D-Rev, Lava Mae, Upstream, and Y2Y. She also serves on the boards of RefugePoint, Year Up-Boston, Project Healthy Children, the Partners In Health advisory board and Share Our Strength’s leadership council. .

She holds a BA in English and Environmental Studies from Oberlin College and an MBA from Stanford University, completed the Harvard Advanced Fellowship Initiative and lives in Boston.


Jeanne has over 25 years of community development, fundraising and lending experience, internationally and here at home. Her experience includes community organizing and developing affordable housing in Chicago, Illinois, raising operating and loan capital at Neighborhood Housing Services of Chicago, and underwriting and managing loan compliance issues for Forward Community Investments, a CDFI in Madison, WI. Internationally, she spent two years organizing and securing funding for schools on the Caribbean coast of Guatemala in the early 1990s. She is eternally grateful for the staff at the 8th Day Center for Justice who demonstrated the many methods one can work to overcome systemic poverty. Jeanne joined WCCN in December 2009. She has three children and enjoys family activities, attending her children’s events, running and horseback riding.


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Terra Alpha Investments

Tim has over 25 years of experience as an investment professional. The bulk of his career was spent at Capital Research, which manages $1.3 Trillion in investment funds. At Capital, Tim was a Senior Vice President and one of the lead managers of Capital's largest and most successful funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund. Prior to being a fund manager, Tim was an equity analyst covering a diverse range of global sectors from consumer products to electrical equipment.

He also worked as an advisor to CDP, formerly the Carbon Disclosure Project, on strategic planning and organizational effectiveness. He served as a Trustee of the Virginia Chapter of The Nature Conservancy, which overall is the leading investor in natural capital. Tim holds a BA ‘83 in International Relations from The College of William & Mary and a MBA in Finance from Northeastern University.


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Intentional Endowment Networks

Georges Dyer has been engaged in solutions-based, whole-system approaches to sustainability for over 15 years. He serves as Executive Director of the Crane Institute of Sustainability, and leads the Intentional Endowments Network, supporting senior leadership in higher education to advance sustainable investing strategies that enhance endowment performance while aligning investments with mission, values, and sustainability goals.

From 2006-2013, Georges served in various roles, including Vice President, at Second Nature to develop the American College & University Presidents’ Climate Commitment (ACUPCC) network – comprised of more than 670 institutions committed to climate neutrality and integrating climate and sustainability into education, research, and community engagement activities. Previously, Georges was the Head of Market Intelligence at LaBranche Financial Services, where he was an NASD Series 86/87 licensed analyst. He is a graduate of The Mountain School, Phillips Exeter Academy, and Dartmouth College. He holds an MSc in Strategic Leadership towards Sustainability from the Blekinge Institute of Technology in Karlskrona, Sweden.


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Pomegranate Consulting

Dawn brings more than 25 years of institutional relationships formed through her work at global capital markets firms and non-profit organizations to her co-founding role leading global business development, corporate engagement and marketing strategy to Pomegranate Consulting. Most recently Dawn managed institutional investor and issuer relationships as Senior Managing Director of Institutional Markets at Mission Markets, a pioneering web-based platform to match impact investors with social enterprises. In 2006, Dawn co-founded AltruShare Securities, LLC, the first institutional brokerage firm specializing in community investment, and the only nonprofit owned brokerage firm based in Bridgeport, Connecticut. AltruShare combined comprehensive and competitive institutional brokerage services, a unique research product, and an experienced management and trading staff. A for-profit venture, AltruShare’s profits supported the AltruShare Opportunity Funds, which benefit locally based community programs addressing youth development, education, and economic opportunity. Previous experience includes global transition management for Bank of NY and emerging markets trading at Lazard Freres. Dawn continues her passion for community service by serving on the board of the National Disability Institute, a leading advocacy group for disability policy in the United States.


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Morgan Stanley (Invited)

Bio coming soon.


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Reynders McVeigh Capital Mgmt.

Carrie manages directly more than $250 million in assets for individuals, families and foundations at Reynders McVeigh. She is an Investment Committee Member, and also directs the Firm’s social impact investment work, researching and recommending private placement impact investments to all interested clients at RMCM. Carrie brings over 15 years of experience as a researcher, teacher, and investment professional to our socially progressive investment work. Prior to joining RMCM, Carrie was a Principal and Executive Committee Member at Lowell, Blake & Associates where she conducted global stock and bond research and advised directly on client assets. Carrie has been a lecturer at Harvard University and was a teaching consultant at the Bok Center for Teaching and Learning at Harvard University. She started her career as a technology researcher at Forrester Research in Cambridge. Carrie graduated magna cum laude from Bowdoin College and earned a Ph.D. in Modern Latin American History from Harvard University.


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Barefoot College International

Responsible for Barefoot College International, Meagan Fallone is currently steering the
establishment of a further 6 Barefoot College Women’s Vocational Training Centers throughout Sub
Saharan Africa, Latin America and SE Asia/Pacific; to triple the size of the Barefoot College by 2018.
In addition she is leading a significant move by the organisation towards digital integration both
within the organisation and, in the hands of the thousands of rural poor illiterate and semi literate
women the college trains throughout the developing world. Her team of young ‘Barefoot Innovators’
have developed and deployed a digital M&E platform to track QoL, empowerment, financial and
sustainability impact within their programming. By leveraging a design centric strategy, grounded in
the inclusion of grass roots women throughout its design and implementation, The Barefoot M&E
process is fully integrated through a bottom up approach. She is working to further disseminate and
reach more women in the developing world by leveraging 40 years of grass roots innovation with
the support of technology.
The “Barefoot Approach” focuses on Water management, Renewable Solar Energy, Livelihood &
Enterprise creation and a unique solution to Rural Education for rural children that has today
educated more than 75,000 young people. This dedication to creating information sharing across
literacy, language, cultural barriers in true South/South cooperation, is at the heart of the Barefoot
College strategic vision.
Ms Fallone has achieved significant recognition for the Barefoot Approach through creation of
Governmental and Multilateral partnerships since joining Bunker Roy in 2011 to scale the Women’s
Barefoot Solar Initiative of community based, self reliant and sustainable Solar Electrification. She
has been a field presence in more than 52 countries since joining Barefoot College and currently
guides field operations and partnerships in 72 Countries. Meagan is responsible for Development,
Strategic Planning, Budget Management, Policy & Advocacy, Measurement & Evaluation and
Communications initiatives of the Barefoot College Internationally. Since her joining the leadership
team at Barefoot College she has sensitively been able to manage a challenging and deep
organisational shift form a grass roots, India centred entity to a vibrant global organisation, working
towards its own sustainability.


Cathleen Finn is the New England Manager for IBM Corporate Citizenship and Corporate Affairs. She is responsible for managing IBM discretionary grant making, employee volunteerism, strategic services engagements, and special community initiatives for Massachusetts, New Hampshire, Maine, Rhode Island and Vermont. Cathleen managed a Smarter Cities Challenge engagement with the City of Providence focused on economic development. Cathleen’s second Smarter Cities Challenge engagement with the City of Boston focused on reducing traffic congestion and generating new ways to monitor levels of greenhouse gas emissions. Prior to joining Corporate Citizenship and Corporate Affairs, Cathleen held a variety of positions of increasing responsibility in the Information Systems department, and was a Senior Process Engineering Consultant where she completed internal management consulting assignments in Massachusetts and internationally.

Cathleen's community affiliations include serving as a director for the Center for Collaborative Education, membership in the Greater Boston Corporate Volunteer Council and serving as a mediator for Community Dispute Settlement Center and Mediation Works Incorporated. Cathleen graduated with honors from Boston University with a Bachelor of Arts in Mathematics and Psychology and earned a Master of Arts in Conflict Resolution from the University of Massachusetts Boston, receiving an award for academic excellence.


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Ecotech Vision

Dr. Pandwe Gibson is making going green cool, practical and profitable. After founding and scaling a network of highly successful schools, she dove into the business world where she started, led and scaled three successful companies. Currently, she is the CEO/Executive Director and Founder of EcoTech Visions, Miami’s first green maker space, co-working space and green business incubator. Through EcoTech Visions, she and her team are guiding entrepreneurs to grow green manufacturing in Miami.

Dr. Gibson has a Bachelor of Arts from Scripps College, a Master of Arts in Teaching and Learning from Claremont Graduate University, a Master in Leadership from Harvard Graduate School, and a PhD from Claremont Graduate University. She has lived, studied, taught and worked internationally at notable universities such as the University of Logon in Accra Ghana, and Oxford University in Oxford England. Originally from Earth, Pandwe enjoys water sports, extreme sports, and art. She lives in Miami and believes that she will witness an oxygen-surplus planet.


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Tau Invesment/Harvard University

Dr. James Gifford leads TAU’s impact strategy, working with the investment team to deliver social and environmental improvements within TAU’s portfolio companies. He is also a Senior Fellow at the Initiative for Responsible Investment at the Harvard Kennedy School, where he teaches and researches impact investing within family offices, with a focus on the next generation of family members.

Previously, Dr. Gifford was the founding Executive Director of the UN-supported Principles for Responsible Investment, taking the initiative from inception in 2003 and building it, over 10 years, into the preeminent global initiative on responsible investment with 1200 signatories representing $30 trillion in assets. He has published numerous articles and book chapters on responsible investment.

Dr. Gifford holds a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate environmental, social and governance performance, as well as degrees in Commerce and Law, and a Masters in Environment Management. He speaks Indonesian, and was recognized in 2010 by the World Economic Forum as one of 200 Young Global Leaders.


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National Football League

Bio coming soon.


Katie is co-founder of motive – a social impact consultancy that believes social and economic progress should not be mutually exclusive. motive works with organizations to help to prove, position and scale their social investment to deliver sustainable value. This takes many forms from strategic development and positioning to marketing and communication to revenue modeling, program development, partnership vetting and impact measurement. motive’s clients include Getty Images & iStock, Gap Inc, Old Navy, NYSE and Morgan Stanley’s Institute for Sustainable Investing.

Prior to founding motive, Katie was Head of Strategy at creative agency Bartle Bogle Hegarty (BBH) in New York. Over the years she has led strategy for brands such as BBC Worldwide, Levi’s, Sony, Sony Ericsson UNICEF & Unilever around the world, having lived in London, Singapore and New York. Katie’s passion for using creativity to solve business challenges helps her create simple innovative ideas with a clear sense of purpose.


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Int'l Society of Sustainability Professionals

Maureen Hart is the Executive Director of the International Society of Sustainability Professionals (ISSP), the world’s leading professional association of sustainability professionals. ISSP works to make sustainability standard practice through empowering professionals to advance sustainability in organizations and communities around the globe. ISSP improves the skills of sustainability practitioners through education, knowledge sharing and research and professional credentials for certified sustainability practitioners. With more than 20 years in the field of sustainability, Hart brings a wealth of experience to her position as ISSP’s Executive Director. She is an expert in sustainability indicators and author of the Guide to Sustainable Community Indicators. Prior to taking on the leadership of ISSP, she was founder and owner of Sustainable Measures where she assisted a wide variety of large and small for profit and not-for-profit organizations understand and develop more sustainable practices.


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Nasdaq

EVAN HARVEY is the Director of Corporate Responsibility for Nasdaq. He manages all corporate sustainability (environmental, social, and governance strategy), philanthropic, and volunteering efforts.

This includes internal management of systems and disclosures as well as external engagement with issuers, investors, advocacy groups, and other stock exchanges. He chairs the World Federation of Exchanges (WFE) Sustainability Working Group, sits on the U.S. Network Board of the United Nations Global Compact, and is an Advisory Board Member for the Sustainability Accounting Standards Board (SASB). Evan has worked at Nasdaq since 2004, holds a B.A. and an M.A. from the University of Texas, and lives outside Washington DC.


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Motorola

As United Nations’ Account Director, Travis Heneveld manages customer relationships with the entire family of UN organisations. Motorola Solutions is a major supplier of business critical communication solutions to peacekeeping, emergency response and development agencies worldwide. Travis joined Motorola’s Europe, Middle East and Africa Strategy team in 2003, after several years as a Strategy Consultant driving global product and marketing initiatives for Fortune 100 consumer goods companies such as Levi’s, United Airlines, IKEA and Ericsson.

A global citizen with living experiences in Europe and Asia, Travis is currently based in Germany and is a Guest Lecturer in Cross-cultural Management at The Berlin School of Economics and Law. He is currently finishing his contribution to “Digital Kenya, the New Generation of Entrepreneurs”, a management textbook that will be published later this year. Travis is a BA graduate of Pomona College and holds an International MBA from the University of South Carolina.


In her role of Energy & Sustainability Innovations Director, Jackie oversees the environmental strategy of the Bank from Maine to Florida and across Canada by providing thought leadership to drive TD’s green building strategy higher and institutionalize the Bank’s green building practices to bring meaningful impact to the organization. This includes contributing her expertise in the design, construction and operation of branches and corporate spaces, implementing practices that reduce the organization’s environmental impact focusing on energy, water and waste, and overseeing the LEED certification process.

Jackie also led the team that established the Bank’s IDEAS Program which is responsible for delivering continuous improvement and innovation for design, construction, and operations of retail and corporate facilities. Initiatives cover scope areas including: project management, energy and sustainability, and day to day facilities management. A comprehensive pilot program allows for new ideas to be tested and refined and then rolled out once optimized solutions have been found.

Jackie has extensive experience in sustainability, innovation, real estate and business. Prior to joining TD Bank, she was the sustainability manager and senior project manager for Harvard University’s Allston Development Group, where she guided the sustainability aspects of the school’s Allston campus expansion. She was also previously a vice president at Colliers Meredith & Grew and a project manager at Turner Construction.

Jackie earned a Bachelor of Science in architectural design, a Master of Architecture and a Master of Science in civil and environmental engineering from the Massachusetts Institute of Technology. She is a LEED Fellow and LEED AP BD+C, a founding board member of the USGBC Massachusetts Chapter, serves on the USGBC Programs Working Group and is on the Advisory Council for Zoo New England.


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CEI- Maine

Mr. Henshaw founded CEI Ventures (CVI) in 1994, capitalized its first community development venture fund at $5.5 million in 1996, formed its second fund in 2001 ($20 million) and third fund in 2011 ($10.135 million). In 1993, he co-founded the Community Development Venture Capital Alliance (CDVCA) and serves as its corporate Secretary. CVI has invested over $24 million in 48 companies employing over 2,900 people.

Prior to forming Coastal Ventures, Mr. Henshaw was a Loan and Investment Officer at Coastal Enterprises, Inc. (CEI), now a $100 million community development corporation headquartered in Wiscasset, Maine. During eight and a half years at CEI, Mr. Henshaw loaned and invested social investment capital in over 125 projects totaling over $6.0 million, including environmental clean-up, child care, electronic instrument, publishing, marine products, medical equipment and computer service industries. From May 1984 to June 1986, Mr. Henshaw was an Analyst and Assistant to the President of Chemical Venture Capital Corporation (now J.P. Morgan Partners). He also served as an Associate at Intersouth Partners, L.P. (Research Triangle Park, NC) and Kitty Hawk Capital, Ltd. (Charlotte, NC).

Mr. Henshaw holds MBA (1988) and BA (1984) degrees from Duke University and a Certificate from the NASBIC Venture Capital Institute. Mr. Henshaw serves on the Boards of: Ektron, Inc. (managed web services); Pen Bay Solutions, LLC. (GIS software); Coast of Maine Organic Products, Inc. (compost); Gelato Fiasco (local food) Navigator Publishing (magazines); Taction (call center); Red Zone Wireless (Internet Services); and Smart Pak, LLC (equine pharmacy). He is also Past Commodore of the Harraseeket Yacht Club (where he represented the club in the Marion-Bermuda, Marblehead-Halifax, Yarmouth Cup and Monhegan ocean races) and a Trustee of Maine’s Episcopal Diocesan Funds. He is married to Michelle R. Henshaw and has two children Lyse (18) and Nicholas (22).


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Blue Star Capital

Mr. Hill, Managing Partner-Blue Star Capital, LLC, recently reestablished his management advisory firm with sector verticals to include energy, water environmental services, general industrial and life sciences. Particular expertise in the nexus between energy, water and agriculture. Advisory services range from M&A, capital structures (equity/mezz. and senior debt), and operations advisory including business strategies, markets and personnel optimization.

Has over 30 years of experience in both water and environmental service company operations as well as over a decade of private equity experience in the water industry.

Prior experience includes serving as a Managing Director of NGP Energy Capital Management where he led the firm’s efforts in sourcing, execution and monitoring of opportunities in the water and oil field services sectors, Prior to NGP, Mr.Hill was a Managing Partner with Summit Global Management, Inc. where he was responsible for all private equity investments in the water sector.

From 1999 to 2008, he served as a Managing Director of Aqua International Partners and then The Halifax Group, both affiliates of the Texas Pacific Group. Mr. Hill’s early career was with Atlantic Richfield and Westinghouse Electric Corporation where he held operating and executive roles in the environmental and water sectors.

Mr. Hill received a Bachelor of Science in Biology / Chemistry in 1977 from Edinboro State University and a Bachelor and Masters of Science in Environmental Engineering in 1979 from the University of Pittsburgh. He serves as a Trustee of the Waterkeeper Alliance.

Currently serve on the Board Of Directors for Abtech Industries, Inc. and Greenstone Resource Holdings. Formerly served on the Board of Directors for Meineke Auto Care Centers, Soil safe Inc., North American Video Inc., Biotronic Systems Corp. and Westinghouse Bioanalytic Systems Corp.


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Brandhive

Jeff Hilton is partner and co-founder of BrandHive, a prominent healthy-lifestyle branding agency celebrating 20 years working with dietary supplement, functional food and beverage, and health and beauty brands. Jeff brings 35 years of advanced business and marketing insight to his clients, and has been recognized by Advertising Age magazine as one of the nation's Top 100 Marketers. Jeff is also a recipient of Nutrition Business Journal’s Personal Service Award.


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Trillium Asset Management

Paul Hilton is a Partner and Portfolio Manager at Trillium. Prior to joining the firm, he was Vice President, Sustainable Investment Business Strategy at Calvert Investments. Paul also previously held senior positions within Calvert’s Equities and Marketing Departments.

He has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, then a division of Mellon Bank, and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. Paul 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.”

Paul serves as Chair of the Board of US SIF, the U.S. membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. A Chartered Financial Analyst, he holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan.


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Sustainability Initiative @ MIT

Jason Jay is a Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan.

He teaches courses on leadership, strategy, and innovation for sustainable business. Jason engages students and alumni in hands-on projects with leading companies and organizations. These efforts help build a community of innovators for sustainability that includes MIT students and alumni, faculty and researchers, with partners in business, government, NGOs, and hybrid organizations.

Jason’s own research focuses on how people navigate the tensions inherent in the quest for sustainability, as they simultaneously pursue their own self-interest and the flourishing of human and other life. This investigation includes deep case studies of cross-sectoral collaboration and hybrid organizations that combine social and business goals. It also includes action research efforts that help people cultivate authentic, effective conversations about sustainability and escape common pitfalls of excessive moral and intellectual certainty. Energy efficiency has proven a useful context to explore these questions; Jay has conducted an ethnographic study of the Cambridge Energy Alliance, and serves as a research partner and facilitator for the EDF Climate Corps program and its network of companies.

Alongside these efforts, Jason is an active leader of sustainability efforts across MIT. Through the MIT Sustainable Societies Research Group, he brings together scholars from across the Institute to examine the invention, implementation, and transformation required for a sustainable society. He has helped improve the energy and environmental footprint of the MIT campus by founding the MIT Generator and the ‘Greening MIT’ community engagement campaign, and serves as founding member of the Campus Energy “Walk the Talk” Task Force.

Prior to MIT, Jay ran an Internet startup, traveled around the world, taught kindergarten in a progressive preschool, and worked as a consultant with Dialogos International, where he consulted on leadership development and organizational change for major international corporations and NGO’s including BP, the World Bank, and the Instituto Libertad y Democracia.

Jay holds an AB in psychology and a Master’s in education from Harvard University, and a PhD in Organization Studies from the MIT Sloan School of Management.


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Biogen

Bio coming soon.


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Sustainable Insight Capital Mgmt.

Bruce has over 26 years of experience in environmental and investment research and management. Currently, Bruce is the Portfolio Manager at Sustainable Insight Capital Management. Previously, Bruce 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. Bruce currently serves as a Trustee and Chair of the Finance Committee of the Robert and Patricia Switzer Foundation, serves on the Finance committee of the Christopher Reynolds Foundation and previously served as Trustee of the Jesse Smith Noyes Foundation. He also serves as a member of the Board of Visitors for the Gaylord Nelson Institute of Environmental Studies at the University of Wisconsin, Madison and is on the Technical Review Panel of National Renewable Energy Laboratory. Recently Bruce 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. Bruce is a recipient of both a J. William Fulbright Scholarship and a National Science Foundation Fellowship in ecological economics and served in the United States Peace Corps in the Republic of Cameroon, (1989-1993). Bruce holds a BA in Ecology & Evolutionary Biology from the University of Connecticut; MS in Fisheries and Allied Aquacultures from Auburn University; PhD in Land Resources from University of Wisconsin, Madison. Bruce currently is a Lecturer at Columbia University’s Earth Institute in the Sustainability Management Program.


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Dana Investment Advisors

André graduated from the University of Washington with a BA in Economics in 1981. André joined Dana Investment Advisors in February 1991 and is currently an Executive Vice President, and is a Principal in the firm. He is responsible for marketing and client support with key clients nationwide.

André is a Certified Investment Management Analyst (CIMATM) and is a charter member of the investment Management Consulting Association (IMCA).


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Cornerstone Capital Management

Erika Karp is Founder, CEO and Chair of the Board at Cornerstone Capital Inc. The mission of the firm is to apply the principles of sustainable finance across the capital markets enhancing 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 launching Cornerstone, Erika 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. Erika served on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board. While at UBS, Erika created and drove key branded global investment research products including the UBS Q-Series®, the Global I/O®, Global Signals™ and the weekly “UBS Global Portfolio Manager’s Spotlight.”

Erika is a founding Board member of the Sustainability Accounting Standards Board (SASB), a member of the World Economic Forum (WEF) Global Agenda Council on Financing and Capital, and serves as an Advisor to the Clinton Global Initiative (CGI) Market-Based Approaches Track initiative. She sits on the Program Design Advisory Council for Harvard Business School’s Executive Education Program on Innovating for Sustainability, and serves as an Ambassador for the International Integrated Reporting Council (IIRC). Erika speaks at events including those of the OECD, the UN Global Compact and PRI, Oxford University, The Forum for Sustainable and Responsible Investing, Ceres, The Aspen Institute, and the White House. She holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.

Erika presents and writes extensively on topics including: sustainable investing and finance, corporate strategy and business models, transparency and excellence in the areas of Environmental, Social and Governance performance, and employee engagement/diversity in the workplace. Her work has been featured by Bloomberg Businessweek, Euromoney, the Financial Times, Investor Relations Magazine, The Guardian, and Forbes. For driving collaboration across the capital markets, she has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne and one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.”


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NorthBridge Energy Partners

Mr. Kelly-Detwiler is an independent consultant with 27 years of experience in electricity markets.

As a Principal at NorthBridge Energy partners, Mr. Kelly-Detwiler currently provides strategic consulting to a variety of companies, with a focus on integrating new technologies into the evolving electric power grid. Recent clients have ranged from start-ups to established multinational energy holding companies.

Mr. Kelly-Detwiler is a frequent keynote speaker, workshop presenter and panel moderator at various energy conferences.

He is also a frequent contributor to Forbes.com and other publications, having written over 200 energy-related pieces in the past three years.

Over the length of his career, Mr. Kelly-Detwiler has held a series of executive positions, including SVP of Constellation Energy’s Demand Response unit, overseeing a business that ultimately grew to 1,700 MW of dispatchable load, with annual revenues exceeding $80 million. He also ran Constellation Energy’s New England Operations unit, taking that retail energy business unit from zero to over one billion dollars in annual revenues. He holds granted or pending patents related to Smart Grid demand response applications.

He is also currently working on a book addressing the topic of innovation and disruption in the electric power industry.


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Choice Humanitarian

Originally from Mexico, Irene moved to the United States to pursue a degree in Finance and Entrepreneurship at the University of Utah. As a student, she worked for a microfinance organization in Kathmandu Nepal and decided to start her own social business “Spread the love Inc.”, to provide market means for artisans living in poverty to sell their products. Upon graduation, she joined the policy arm of the Utah-based “Sorenson Global Impact Investing Center” focusing on international outreach and development. This position enabled her to understand the challenges of international development and the need for sustainability and accountability to truly help the poor.

Driven by the desire to work with and learn from the extreme poor, she joined the economic development arm of “CHOICE Humanitarian”, an NGO operating in seven countries whose mission is to eliminate extreme poverty. As CHOICE’s Impact Fund Manager she develops and oversees impact investment projects designed to connect entrepreneurs in impoverished villages with financial resources and mentorship to bring them out of poverty. She promotes data driven decisions to provide structure and discipline to the process. Apart from CHOICE, she works as an advisor for small businesses in sectors like agriculture, production and impact measurement.


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Arborview Capital

Karl is a founder of Arborview Capital, co-heads the investment team and co-manages the operations of the firm. He serves on the boards of directors of Rachio, Vital Farms, LRI Energy Solutions, and Drexel Metals on behalf of Arborview. Prior to co-founding Arborview Capital, Karl was a partner at Columbia Capital, a sector-focused venture capital firm with over $2 billion under management. Prior to Columbia Capital, Karl worked at J.P. Morgan & Co. in New York and San Francisco where he specialized in corporate finance and capital markets for technology and communications clients.

He also currently serves on the Board of Trustees of Levine Music, a leading independent music school based in Washington, DC. Karl received a BS in Finance from Lehigh University.


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Pirelli Tire

Maureen Kline is Director of Public Affairs and Sustainability for Pirelli Tire North America, responsible for the US, Canada and Mexico. She writes a weekly column on sustainability for www.Inc.com. She is based in New York.

Maureen sits on the board of the Tire and Rubber Association of Canada, and the advisory board of the Corporate Responsibility Association, where she co-chairs a Thought Leadership Council on Brand and Reputation Management. Maureen lived in Italy for 23 years, and was a foreign correspondent for the Wall Street Journal Europe and Business Week, among others. She holds a Bachelor’s degree from Yale University and a Master’s degree from the London School of Economics.


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Praxair

Krut was named Praxair’s Vice President and Chief Sustainability Officer in December 2012. She leads the Company’s integration of sustainable development into the overall corporate strategy and leads the development of corporate-wide metrics as well as targets and performance management. Krut is responsible for maintaining Praxair’s external reputation for sustainability excellence in addition to identifying and engaging with relevant stakeholder groups. She also leads Praxair’s community engagement program.

Krut has 25 years of experience as a sustainability and environmental management consultant to several leading multi-national companies. She joined Praxair in February 2008 as executive director, sustainable development. Before joining Praxair, she was a consultant on environment and sustainable development, delivering projects for Toyota North America, Avon Products, the New York City Metropolitan Transportation Authority Department of Capital Projects, and the American Chemistry Council; and research for UNCTAD, UNRISD, US EPA and US AID. Krut holds a Ph.D. in history from the University of London, U.K., and a bachelor’s degree from the University of the Witwatersrand, South Africa.She serves on the Board of Green Seal, Inc., a Washington D.C.-based product environmental standard-setting organization, and as Chair of the Amsterdam-based Global Reporting Initiative (GRI) Global Sustainability Standards Board (GSSB) Due Process Oversight Committee (DPOC), that has responsibility to ensure that the standard-setting activities of the GSSB are conducted in accordance with its due process.

Praxair, Inc., a Fortune 300 company with 2015 sales of $11 billion, is a leading industrial gas company in North and South America and one of the largest worldwide. The company produces, sells and distributes atmospheric, process and specialty gases, and high-performance surface coatings. Praxair products, services and technologies are making our planet more productive by bringing efficiency and environmental benefits to a wide variety of industries, including aerospace, chemicals, food and beverage, electronics, energy, healthcare, manufacturing, primary metals and many others.


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United for a Fair Economy

Mike Lapham is Director of the Responsible Wealth project at United for a Fair Economy in Boston. Responsible Wealth is a network of business owners and investors in the top 5% of wealth and/or income in the US who believe the economic rules are too tilted towards the rich at the expense of everyone else. RW members use their unexpected voice to advocate – in Congress, in the media, and in corporate boardrooms – for progressive taxes, living wages and corporate accountability. Responsible Wealth is a project of United for a Fair Economy, a national non-profit organization that challenges the concentration of wealth and power that corrupts democracy, deepens the racial divide and tears communities apart.
Prior to founding the Responsible Wealth project 18 years ago, Mike was AIDS Housing Project Director for the City of Boston and Housing Specialist for the law firm of Mintz, Levin, Cohn, Ferris, Glovsky & Popeo. He is a member of the Social Venture Network. Mike is an avid squash player, bikes to work year round, and has three young children.

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SustainVC

Sky is Founder and Managing Principal of SustainVC, LLC, the General Partner of the Patient Capital Collaborative Series of funds that invest in for-profit early-stage companies that are looking to provide meaningful social and/or environmental benefit to the world. Deal flow for the PCC funds come primarily through Investors’ Circle, the oldest national impact investment angel network in the U.S. Five Patient Capital Collaborative have been raised since 2007, through which investments in over 25 impact companies have been made.

Sky began his career in 1983 with the Bank of Boston in its High Technology Division, making equity-oriented loans and direct equity investments in early-stage high tech companies. In 1989, he joined the investment staff of Pacific Life Insurance Company and made direct investments in private debt and equity, as well as in investment limited partnerships (LBO, Mezzanine and Venture funds), both on a primary and secondary basis. In 1990, Sky co-founded the private equity firm today known as Windjammer Capital Investors with over $2 billion under management. Sky founded SustainVC in 2007, and since then has devoted his time entirely to investing for-profit dollars into companies that are making a positive difference. Sky has served on over a dozen company boards, is a regular speaker on the topic of Impact Investing, and is a consultant to other social investment venture funds.

Contact Information:

Sky@SustainVC.com
1150 Main Street, Suite 9
Concord, MA 01742

Office Direct: 978-369-5043


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Impact Entrepreneur

Laurie Lane-Zucker is Founder and CEO of the Impact Entrepreneur Center for Social and Environmental Innovation and the Impact Entrepreneur Network, which has 11,700+ members in over 200 countries. For over 25 years, Laurie has been a “pioneer”(Forbes) and recognized leader in sustainability, education and social enterprise. Laurie was the founding Executive Director of the international environmental organization and thought leading magazine, Orion, as well as founder of a global environmental citizenship think-tank, Triad Institute, and founder of Hotfrog, one of the first B Corporations and the first company ever to complete a transaction on an impact investing exchange (Mission Markets). Laurie is a systems-thinker and movement builder, having co-founded the place-based education movement as well as the first network of environmental and social justice organizations in the United States. Laurie is also the publisher, editor and introduction-writer of a number of bestselling and award-winning books as well as the author of numerous articles on sustainability, social change, entrepreneurship and impact investing, and has spoken at a wide range of leading educational institutions and conferences. He did his undergraduate studies at Middlebury College and the University of Edinburgh, and his graduate work at Columbia University and the Bread Loaf School of English.


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Qualcomm

Bio coming soon.


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30 Percent Coalition (Invited)

Bio coming soon.


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EarthShift Global

Lise Laurin, CEO of EarthShift Global, has been working since 2000 to support enterprises in their endeavor to reduce social and environmental impacts. With EarthShift Global, she has focused on Sustainability Return on Investment (S-ROI) and Life Cycle Assessment (LCA) as tools for measuring sustainability. She is currently the driving force behind the LCA Capability Roadmap. She is a pioneer in S-ROI, having broadened the scope from the original Total Cost Assessment methodology to include benefits and impacts to society, and in particular how a decision can be adapted to be a win-win-win solution for all stakeholders. Her focus is on building capacity in industry and government, providing software tools, training, and consulting. She is the Vice President of the Sustainability Conoscente Network, a member of the SETAC North American LCA Advisory Group Steering Committee, a member of the board of advisors of the American Center for Life Cycle Assessment and a member of the US ISO TAG on LCA and. She brings to this effort over 20 years in industry and holds a BS in Physics from Yale University.


Brendan has more than 20 years of experience working with global public and private companies to provide financial and non-financial advisory, reporting and assurance services.

He is a subject matter professional on corporate social responsibility metrics, reporting and assurance and led the first full sustainability assurance engagement in the US. Brendan brings extensive experience in implementing sustainability initiatives into internal balanced scorecards utilized to drive executive compensation. He also brings significant experience leading and coordinating several sustainability risk assessments, conflict minerals engagements and sustainable sourcing reviews, including working with some of the leading manufacturers on sustainable sourcing programs, values-led sourcing programs and numerous third-party certification schemes.

Brendan serves as EY’s representative on the:
• International Integrated Reporting Council (IIRC) Working Group
• Sustainability Accounting Standards Board (SASB) Advisory Board, Education and Assurance Committees
• Global Reporting Initiative (GRI) – North America Organizational Stakeholder Group
• World Business Council for Sustainable Development (WBCSD) Liaison Delegate
• His participation with these organizations provides the opportunity to help set the direction and provides our clients with leading-edge perspective on the direction of these global trends.

Prior to joining EY, he was the founder and CEO of LeBlanc & Associates, a niche CPA firm focused on corporate social responsibility reporting and assurance services and issued the first reasonable assurance opinion on a sustainability report in the US in 2008.

Brendan has a BA in Accounting from Gordon College and a graduate certificate in Sustainable Business from University of Vermont. He is a certified public accountant in Massachusetts and New Hampshire as well as a Certified Internal Auditor.


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Fund Balance

Leland Lehrman is Free Spirit at Fund Balance. He connects vision with action where a focus on cultural sustainability emphasizes the spiritual and emotional life. His clients are aligned with these values, and work in food, fiber, healthcare, education, arts and community development. He is thrilled to be part of Sustainatopia and looks forward to carrying the vision of a touring sustainable and healing celebration into ever deepening and broadening global capacity. He has recently completed the three year Alkion teacher training course in the Waldorf School tradition and is a member of the Anthroposophical Society, a cosmic wisdom community. His book, The VitEmerald, is an expression of the work done by Black Elk, the Lakota medicine tradition, and other indigenous traditions to emphasize the necessity of living one’s vision. He lives with his wife, Vera – a transpersonal psychology and holotropic breathwork artist – and four beloved children at the Hawthorne Valley Association community in the Dove Shire of New York. He enjoys singing, playing guitar and piano, and theater. To learn more about his work or contact him, please visit fund-balance.com .


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CA Technologies

Jillian Lennartz is a Millenial to watch. As a nationally recognized professional on the inaugural GreenBiz 30 Under 30 sustainability professionals list, she is already making her mark on the industry. Holding a BS in Chemistry and an MS in Earth Science – Geochemical Systems, along with having performed NASA and USGS funded research during her graduate work, she brings a firm grasp of climate change and carbon accounting to her work. Being an avid technophile as well, Jillian combines her skills and interests as a Principal in the Corporate Social Responsibility team at CA Technologies. She frequently represents CA with external organizations, and is active in UN Global Compact affairs.


SCRTI

Bio coming soon.


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MicroBenefits

Mr. Lyman is a seasoned executive and serial entrepreneur with more than twenty years in Asia Pacific. Having managed numerous MNC organizations in the region ranging from Hospitality, Manufacturing to Consultative Services He has a broad back ground and experience managing the issues unique to the region. He has launched numerous companies in China during the past decade with an emphasis leveraging technology in an emerging market. In 2013 Mr. Lyman with a group of Social Investors began to build solutions leveraging mobility to improve livelihood for the burgeoning front line work force in China, launching MicroBenefits as a result.


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Hennion and Walsh Asset Mgmt.

Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs). One such UIT that Mr. Mahn designed, in conjunction with both IW Financial and Argus Research, was the SmartTrust®, Sustainable Impact Investing Trust. Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds. These mutual funds were target-risk oriented “mutual funds of ETFs” designed to track the Lipper Optimal Indices. Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank, during his eleven year tenure with the Firm.

Mr. Mahn is the author of the quarterly “ETF and CEF Insights” and “Market Outlook” newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is a member of the Forbes Investor team and a frequent contributor to the Forbes Intelligent Investing blog and the Seeking Alpha website. Mr. Mahn currently serves as Co-Chair of the NICSA UIT Industry Committee and won the 2014 NICSA MVP Award for his accomplishments in this role as well as the Rising Stars of Mutual Funds Award from Institutional Investor in 2009. Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in/on CBS News, Fox News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, New York Times, Financial Times, USA Today, Bloomberg, and Yahoo! Finance.


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Sustainable Business Consultant

Mac McCabe has been a consultant and entrepreneur since 1989 working exclusively with small businesses whose missions prioritize sustainability and social responsibility. He specializes in profit-driven, hands-on advising to early-stage and expanding entrepreneurs, many affiliated with Social Venture Network. Mac has served as the interim CEO of several well-known socially responsible businesses, including Northeast Cooperatives (the original regional natural products wholesale grocer), clothing manufacturer Eileen Fisher, and the Greyston Bakery in Yonkers, which produces the brownies for Ben and Jerry’s. Mac was also the co-founder (with Gary Hirshberg of Stonyfield Farm) and CEO of O’Naturals, the first organic and natural quick service restaurant chain in the country.

Mac moved to Maine in 1975 to be the Merchandise Manager of L. L. Bean and has had other management positions, including Director of the businesses at the Museum of Modern Art, New York. He earned an MBA at Harvard University. He continues to live in Maine with his wife, a university professor, and works with clients throughout the country.


Bio coming soon.


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Partners HealthCare

Strategy management professional with broad experience in the design and delivery of growth strategies in multiple industries: program management; change management; research; development; sustainability; communications and reporting

Specialties: strategy development; strategic planning and alignment; change management; Balanced Scorecard design and development; metric definition and performance management; corporate social responsibility / carbon/greenhouse gases / sustainability reporting and communications (Global Reporting Initiative, Climate Action Plans); energy, chemicals, waste, water, greenhouse gas emissions management; environmentally preferable purchasing, marketing, communications and reporting.

Industries: retail, non-profit, military, government, science & technology, healthcare, gaming and casinos, professional services, higher education


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Ship & Shore Environmental, Inc

Anoosheh Oskouian is President and CEO of Ship & Shore Environmental, Inc., a Long Beach, Calif.-based woman-owned, certified business specializing in air pollution capture and control systems for industrial applications.

As its only female CEO, Oskouian is unique within the environmental industry. She has more than seventeen years’ experience in industrial and commercial project construction of a wide range of air design and fabricating combustion equipment including thermal oxidizers, catalytic oxidizers, boilers, burners, carbon and zeolite absorption mechanisms. During her impressive career, Oskouian has mastered air pollution abatement, waste heat recovery, energy consumption reduction and fabrication of integrated green solutions.

Oskouian’s in-depth process knowledge and expertise provide the foundation for designing superior, innovative and efficient equipment, along with reliable technologies that help clients collect and reduce and/or eliminate air pollution emissions within environmentally acceptable guidelines.


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Verizon (Invited)

Bio coming soon.


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Mirova

Bio coming soon.


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Off Grid Electric

Bio coming soon.


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Ben n Jerrys (Invited)

Bio coming soon.


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Raffa

Tom Raffa is the founder and president of Raffa, P.C. a national Top 100, B-Corp certified, professional services firm with one primary objective – to be a catalyst for positive systemic change in the community. A social entrepreneur himself, Tom has coached thousands of nonprofit leaders for more than 30 years. A graduate of Georgetown University with a CPA certificate from the District of Columbia, Tom is an active member of the American Institute of Certified Public Accountants, the Georgetown University Alumni Admissions Program and serves as a mentor at the Georgetown University McDonough School of Business. He currently serves on six nonprofit boards and is the recipient of numerous awards including the 2016 Georgetown University Alumni – Entrepreneur of the Year Award and Nonprofit Village – Individual of the Year Award.


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PwC (Invited)

Bio coming soon.


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Third Sector Capital Partners, Inc.

Josh serves as a Senior Analyst within Third Sector’s Boston office, focusing on the feasibility assessments and constructions of Pay for Success projects. He joined Third Sector in May 2016 after working within Deloitte’s Strategy and Operations practice for over two years. Josh’s client engagements at Deloitte included projects in innovative financing, customer and market analysis and business and systems transformation. On top of client work, Josh also provided pro bono consulting services to workforce development and education nonprofits in Washington, D.C.

Josh graduated magna cum laude from Tufts University, with a B.A. in Political Science.


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Deloitte/X Prize

Bio coming soon.


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Michael J. Simchik is a resident of Rye, New Hampshire. Mr. Simchik is an experienced developer/investor in commercial properties and is a Principal of both 100 Market Street, LLC and Capital Commons, LLC. In addition, Mr. Simchik was the Founder, President and Managing Director of Standard Supply International, Ltd., an international distributor of engineered mechanical products utilized in the power generation and/or oil and gas exploration industries. Mr. Simchik was a major shareholder and Founding Director of Centrix Bank & Trust. He served as Member and/or Chairman of the Executive, Audit, Loan, Compensation & Nominating, and CRA committees. Furthermore, he has invested in several start-up ventures; currently he serves as the interim CEO of Ensconce Data Technology, of which he is, as well, the lead investor and a Board Member. Over the years, he has undertaken directorships and assumed principal roles in various not-for-profit entities, recently focusing on social enterprise ventures. Mr. Simchik holds an MBA from the Harvard University Graduate School of Business Administration, as well as a BA from Colgate University.


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Total Impact Advisors

John A. Simon is a Founder and Managing Partner of Total Impact Capital, a merchant bank for the impact investment sector. Prior to starting Total Impact Advisors, Ambassador Simon was a visiting fellow at the Center for Global Development, where he co-authored More than Money, a report on impact investing as a development tool. Previously, Ambassador Simon held a variety of posts in the US government, including as the United States Ambassador to the African Union and the Executive Vice President of the Overseas Private Investment Corporation. Ambassador Simon also served as Special Assistant to the President and Senior Director for Relief, Stabilization, and Development for the National Security Council at the White House and as Deputy Assistant Administrator at the United States Agency for International Development.

Ambassador Simon received an AB from Princeton University and an MPP from Harvard University’s Kennedy School of Government.


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Lululemon (Invited)

Bio coming soon.


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Goldman Sachs

Megan Starr is within Goldman Sachs Asset Management working on the development of the Environmental, Social and Governance (ESG) and Impact Investing Platform within the Goldman Sachs Investment Management Division. Previously, Ms. Starr was the Chief of Staff of The JPB Foundation, a $3.8B private family foundation based in New York City. Ms. Starr earned an A.B. from Harvard College in Environmental Science and Public Policy, magna cum laude with highest honors in field of concentration, and was awarded summa cum laude for her thesis on biological carbon offsets. Ms. Starr earned an M.B.A. and a Certificate in Public Management and Social Innovation from the Stanford Graduate School of Business, where she was an Arbuckle Leadership Fellow.


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Lyme Timber

Peter Stein joined Lyme in 1990 and leads the Company’s conservation strategies. Prior to joining Lyme, Peter was Senior Vice President of the Trust for Public Land (TPL) where he directed TPL’s conservation real estate acquisitions in the Northeast and Midwest. Peter lectures extensively at graduate schools and professional conferences on conservation investment schemes and strategies. He is a member of the Board of Directors of the Forest History Society and the National Alliance of Forestland Owners. In addition, he is a former Board Chair of the Land Trust Alliance, served as a founding Commissioner of the Land Trust Accreditation Commission, and serves as a member of the Advisory Board of Rose Smart Growth Real Estate Fund No. 1. Peter earned a B.A. with Highest Honors from the University of California at Santa Cruz in 1975 and was a Loeb Fellow and received a Certificate in Advanced Environmental Studies from Harvard University in 1981. In 2012/2013, he was awarded the Kingsbury Browne Fellowship from the Lincoln Institute of Land Policy, as well as the Kingsbury Browne Award from the Land Trust Alliance.


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Laughing Man Coffee

David Steingard is the co-founder and CEO of Laughing Man Coffee and Director of the Laughing Man Foundation. He left his work as a criminal prosecutor in Brooklyn to start Laughing Man Coffee with actor Hugh Jackman. They share the vision that business can be a vehicle for positive change and Laughing Man Coffee is a model. David was CEO of Creative Exposure, a small business marketing firm, and CEO of CompuTech Edge,a technology company for public schools. He hopes this film and the story of Dukale will inspire others.


Ben serves as managing director and general counsel of MCE Social Capital, an impact investing firm that uses an innovative loan guarantee model to support companies helping entrepreneurs in more than 30 countries in the developing world build businesses and earn a steady income. In 2004, Ben began his career as a corporate litigator Orrick, Herrington & Sutcliffe LLP, where he helped manage representations of international banks, energy companies, and individuals in business disputes and government investigations. In 2008, Ben started and led Indego Africa, an award-winning social enterprise and lifestyle brand providing more than 1,000 female artisan entrepreneurs in Rwanda and Ghana with access to global markets and business education. Ben has also served as a director at American Express where he designed initiatives helping small businesses and start ups grow their ventures.

Ben is a term member on the Council on Foreign Relations and a regular public speaker on leadership, entrepreneurship, innovation, impact investing, marketing, careers, law, and international affairs. Ben earned a B.A. in English Literature from Washington University in St. Louis, a J.D. from New York University School of Law, and completed the Stanford Graduate School of Business Executive Program in Social Entrepreneurship.


Ms. Strauss is Special Advisor for Socially Responsible Investment Finance at the Overseas Private Investment Corporation, a U. S. government corporation charged with mobilizing and facilitating US private investment and skills transfer in developing countries throughout the world. She is responsible for and impact investing including policy and origination of innovative financing products and structures designed specifically to leverage socially responsible investment to achieve sustainable projects in emerging markets. She collaborates with other U.S. private sector, government and international government entities to assist in coordinating private and public funding to efficiently support projects with socially responsible or impact investment elements for the corporation including micro finance and SME businesses. Formerly the Director of Credit Policy for the corporation, and as a former private sector banker, she held various positions in finance and banking. Ms. Strauss has an MBA from the University of Connecticut and a BA from Lake Forest College.


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Cleveland Water Alliance

Bryan Stubbs is the Executive Director of the Cleveland Water Alliance (CWA), a program that coordinates, facilitates, and fosters economic development through a water innovation cluster while elevating the conversation about the value of water to the great lakes region. CWA’s innovative efforts are building the foundation for a sustainable water-centric economy in Northeast Ohio and setting the standard for a national audience.

Stubbs is recognized for his management and actions in building/implementing stronger, impactful and more sustainable economies through more than fifteen years of experience leading economic development projects including as Managing Director of the Oberlin Project, where he worked to implement an internationally recognized pilot model to grow a local economy while reducing greenhouse gas emissions (partnership of Oberlin College, City of Oberlin, U.S. Green Building Council, Bloomberg C40, and the Clinton Climate Initiative). Stubbs holds a MBA from University of Illinois (Beta Gamma Sigma), BA from the University of Kansas, and completed the Executive MBA program from the Presidio School of Sustainable Management in San Francisco.


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