Event 2018
Impact Investing ICS Nantucket

Some of the leaders building transformational companies and leveraging the engine of capitalism for great profits and great good.

Burgess COMMENTARY

Peter Burgess

SPEAKERS Meet and hear from leaders building transformational companies and leveraging the engine of capitalism for great profits and great good.ICS Nantucket
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Speaker - Kelly Williams @ GCM GrosvenorICS Nantucket
KELLY WILLIAMS @ GCM GROSVENORSenior Advisor
Ms. Williams is a Senior Advisor to GCM Grosvenor with a focus on diversity and corporate social responsibility. Ms. Williams joined GCM Grosvenor in 2014 and served as President of GCM Grosvenor Private Markets until June of 2015, where she was a member of its Management Committee and also a member of its Investment Committee. Prior to joining GCM Grosvenor, Ms. Williams was a Managing Director and the Group Head of the Customized Fund Investment Group of Credit Suisse Group AG from 2000 to 2014. Ms. Williams joined Donaldson, Lufkin and Jenrette (acquired by Credit Suisse in 2000) as a Director of the Customized Fund Investment Group. She was with The Prudential Insurance Company of America from 1993 to 2000. She was an Executive Director with Prudential’s private equity group, where she was a founder of the Customized Fund Investment Group in 1999. Prior to joining Prudential, Ms. Williams was an associate with Milbank, Tweed, Hadley & McCloy LLP, where she specialized in global project finance. She graduated magna cum laude from Union College in 1986 with a Bachelor of Arts degree in Political Science and Mathematics and received her Juris Doctor from New York University School of Law in 1989. She is a member of the New York Bar. Ms. Williams was appointed in 2015 to the Board of Directors of The Greenbrier Companies (GBX). Ms. Williams has served as a mentor to fellows of the Robert Toigo Foundation since 2006 and was the 2010 recipient of its Leading by Example award and joined its board in 2011. She was elected to the YWCA Academy of Women Leaders in 2007 and is the founding board chair of the Private Equity Women Investor Network (PEWIN). In addition, she is chair of the LP Advisory Board for the Sponsors for Educational Opportunity Program and received the SEO Leadership Award in 2013. She also serves on the advisory board of the Association of Asian American Investment Managers (AAAIM) and is the 2013 AAAIM Trailblazer Award Recipient. Ms. Williams is a member of the Metro Chapter of the Young Presidents Organization, Senior Advisor to the Emerging Markets Private Equity Association (EMPEA) and a member of the Board of Trustees of Union College where she is a member of the Executive Committee, Investment Committee, Audit Committee and also chairs the Finance Committee. Ms. Williams is a board member of the Nantucket Historical Association, Springboard Enterprises and the Board of Commissioners of the Smithsonian American Art Museum. She is a member of the New York Bar. Ms. Williams was recognized by the New York Chapter of the National Organization for Women in 2012 with its Women of Power and Influence Award. She was also named in 2011, 2012, 2013 and 2014 as one of The Most Powerful Women in Finance by American Banker Magazine.
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Speaker - Jeffrey Scheer
ICS Nantucket JEFFREY SCHEER @ PATHSTONE FEDERAL STREET Director
Jeff, a Director and Partner of the firm, develops portfolio advice and handles day-to-day client-related operations for several high net worth individuals and non-profit clients. Jeff is a member of the firm’s Impact Investing Committee. He is a Chartered Financial Analyst and a member of the CFA Society Boston. Jeff is a faculty member for the Confluence Philanthropy Next Gen Fellowship Program, a learning program for trustees and individual donors seeking to align their values with the management of their assets. He is also a member of the investment committee for the Fair Food Fund, which provides financing and business assistance to good food enterprises that connect small and mid-size farms with consumers hungry for local, sustainably grown food.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society. Jeff’s prior experience includes the role of Senior Client Advisor at Federal Street Advisors
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Speaker - Kenneth Mehlman
ICS Nantucket KENNETH MEHLMAN @KOHLBERG KRAVIS ROBERTS & CO (KKR)Member & Global Head of Public Affairs
Ken is a Member at Kohlberg Kravis Roberts & Co, LP, helping assess and improve the companies in which KKR invests by engaging stakeholders & leveraging geopolitical & public policy trends. Mr. Mehlman also oversees the firm’s global external affairs, including corporate marketing, regulatory affairs & public policy, and communications. Ken leads KKR’s responsible investment efforts that seek to create shared value for KKR investors and other stakeholders. This includes a partnership with the Environmental Defense Fund that now includes more than 27 KKR portfolio companies and has achieved $1.2 billion in financial impact; reduced environmental impact (2.3 million fewer metric tons of greenhouse gas emissions, 6.3 million tons less waste and 27 million cubic meters reduced water use since 2008); the hiring of more than 30,000 veterans in KKR portfolio companies; and an employee wellness collaboration with the American Heart Association.
Mr. Mehlman spent a dozen years in national politics and government service, including as 62nd Chairman of the Republican National Committee and Campaign Manager of President Bush's 2004 re-election campaign, the only Republican presidential campaign in 25 years to win the popular vote. Michael Barone, author of the Almanac of American Politics, compared Mehlman’s success to Wal-Mart founder Sam Walton’s, particularly in their revolutionary approaches to identifying new customers and constituents. Before joining KKR, Ken was a Partner at the global law firm Akin Gump Strauss Hauer & Feld. Mr. Mehlman also served in high level positions in Congress and the White House.
Mr. Mehlman, who currently lives in New York City, graduated with a B.A. from Franklin & Marshall College and holds a J.D. from Harvard Law School. Mr. Mehlman is Chairman of the Chan Zuckerberg Initiative Policy Advisory Board and also chairs the American Investment Council, the association representing the private equity industry. He is a trustee of Mt. Sinai Hospital of New York, Franklin & Marshall College, Teach for America, and Sponsors of Educational Opportunity (SEO). Mehlman is also co-chairman of the American Enterprise Institute’s National Council and a member of the Council on Foreign Relations.
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Speaker - Emily Chasan
ICS Nantucket EMILY CHASAN @BLOOMBERGSustainable Finance Editor
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 graduated from Tufts University cum laude with a degree in Economics and International Relations.
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Speaker - Tom Burton
ICS Nantucket
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Speaker - Richard Zimmerman ICS Nantucket Richard has held senior leadership positions at J.P. Morgan Private Bank and Bank of America and has served in Private Banking Relationship Manager roles at HSBC and Bessemer Trust.
Richard has a M.S. in Sustainability Management from Columbia University and a B.A. from the University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations.
Richard has been involved in numerous philanthropic causes and currently serves on the Ceres President’s Council, Capital Institute Board, and Riverkeeper Advisory Board. He is a published author of “What Can I Do to Make a Difference,” Penguin Books USA, a guide to environmental and social issues and individual actions to make positive change.
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Speaker - Jesse Simmons
ICS Nantucket JESSE SIMMONS @ ALIGN IMPACTSr Investment Analyst
Jesse Simmons is a Senior Investment Analyst at Align Impact. He focuses on due diligence of investment opportunities in private markets, including funds, direct deals, and alternative structures. Jesse also manages the development of landscape analyses of investment opportunities across a range of social and environmental sectors, as well as the graduate intern and student consulting programs.
Jesse began his career at the World Bank, where he evaluated projects across the Sub-Saharan Africa portfolio. He has worked at Dalberg Global Development Advisors, a mission-driven consulting firm working to bring innovation to international development, and as a consultant to Root Capital, a pioneering impact investment fund focused on smallholder agricultural finance. Jesse earned a Master of International Business from The Fletcher School at Tufts University, where he focused on International Business, Impact Evaluation, and Finance.
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Speaker - Alicia Seiger
ICS Nantucket ALICIA SEIGER @ STANFORD-TAYLOR CENTER FOR ENERGY POLICY & FINANCE Senior Advisor
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Speaker - Vipul Bhagat
ICS Nantucket VIPUL BHAGAT @IFCGlobal Client Leader
Mr. Vipul Bhagat, Global Client Leader - Corporate Coverage, is responsible for working with IFC’s strategic clients. He is an experienced practitioner of Public-Private Partnerships in infrastructure (based in Washington, DC) and is developing IFC’s approach to working with Cities. He has relocated after living in Asia for 11 years, most recently as Regional Head for PPP Advisory Services in South Asia, (based in India) where he successfully launched and grew significantly the business advising Governments in the region on PPPs in infrastructure and social sectors and facilitating investment flows for projects.
Mr. Bhagat has been engaged in extensive operational work in infrastructure portfolio, advisory activities, financial sector investments, private sector investment banking, consulting and finance operations. Previously, he was also Country Manager for the Philippines (based in Manila) and Thailand. Mr. Bhagat has worked in Asia (where he also lived in Hong Kong), Middle East and North Africa regions investing primarily in financial institutions.
He holds a masters degree in business administration from the Wharton School of the University of Pennsylvania and a bachelor’s degree from the American University, Washington, D.C. He is a designated Chartered Financial Analyst, and a Certified Public Accountant.
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Speaker - Alisa Wood
ICS Nantucket
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Speaker - Nancy Pfund
ICS Nantucket NANCY PFUND @ DBL PARTNERSFounder & Managing Partner
Nancy E. Pfund is Founder and Man­ag­ing Part­ner of DBL Part­ners, a ven­ture cap­i­tal firm whose goal is to com­bine top-​​tier finan­cial returns with mean­ing­ful social, envi­ron­men­tal and eco­nomic returns in the regions and sec­tors in which it invests. Nancy is also the Founder of DBL Investors. As a lead­ing player in the grow­ing field of impact invest­ing, DBL has helped to reveal the power of ven­ture cap­i­tal to pro­mote social change and envi­ron­men­tal improve­ment, and Ms. Pfund writes and speaks fre­quently of impact investing.
Ms. Pfund cur­rently spon­sors or sits on the board of direc­tors of sev­eral com­pa­nies, includ­ing; Farm­ers Busi­ness Net­work, The Muse, Advanced Micro­grid Solu­tions, Off-​​Grid Elec­tric, Primus Power, and, prior to their pub­lic offer­ings, Tesla Motors and Pan­dora. She also served on the board of SolarCity from 2008 until its acqui­si­tion by Tesla in Decem­ber 2016, on both the audit and com­pen­sa­tion com­mit­tees, and chair­ing its cor­po­rate gov­er­nance com­mit­tee; Prior to found­ing DBL Investors, Ms. Pfund was a Man­ag­ing Direc­tor in Ven­ture Cap­i­tal at JPMor­gan, hav­ing started her invest­ment career at Ham­brecht & Quist in 1984. Pre­vi­ously, Ms. Pfund worked at Intel Cor­po­ra­tion, the State of Cal­i­for­nia, Stan­ford Uni­ver­sity and the Sierra Club.
Ms. Pfund was featured #17 in the 2014 FORTUNE Inaugural World’s Top 25 Eco-​​Innovators; and appeared on Fast Company’s 2016 List of Most Cre­ative Peo­ple in Busi­ness. She serves on the Advi­sory Coun­cil of the Bill Lane Cen­ter for the Amer­i­can West at Stan­ford Uni­ver­sity; the Advi­sory Board of the Lawrence Berke­ley National Lab­o­ra­tory (Berke­ley Lab); the UC Davis Cen­ter for Energy Effi­ciency, and co-​​chairs the Yale School of Man­age­ment Pro­gram on Entre­pre­neur­ship. Ms. Pfund is also a Trustee of the National Geo­graphic Soci­ety. She has been a Lec­turer in Man­age­ment at the Stan­ford Grad­u­ate School of Busi­ness and the Yale School of Man­age­ment; and is a C3E Ambas­sador to the U.S. Clean Energy Edu­ca­tion and Empow­er­ment Pro­gram, led by the U.S. Depart­ment of Energy. She is also a found­ing offi­cer and direc­tor of ABC2, a foun­da­tion aimed at accel­er­at­ing a cure for brain cancer.
Ms. Pfund is the author, along with Ben­jamin Healey of the widely cited report on the his­tory of U.S. energy sub­si­dies enti­tled, “What Would Jef­fer­son Do? The His­tor­i­cal Role of Fed­eral Sub­si­dies in Shap­ing America’s Energy Future”, co-​​authored with Michael Lazar, “Red, White & Green: The True Col­ors of America’s Clean Tech Jobs”, co-​​authored with Noah Walker, “Ask Saint Onofrio: Find­ing What Has Been Lost in A Tale of Two Energy Sources”, co-​​authored with Anand Chhabra, “Renew­ables Are Dri­ving Up Elec­tric­ity Prices: Wait, What?”, and co-​​authored with Kristofer Holz, “The 2017 Inau­gu­ra­tion: Empow­er­ing a Clean Energy Nation”.
Ms. Pfund received her BA and MA in anthro­pol­ogy from Stan­ford Uni­ver­sity, and her MBA from the Yale School of Management.
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