Breakout Session | A Bright Future for Green Infrastructure
Ric Abel is a Managing Director for Prudential Capital Group’s Energy Finance Group located in Dallas, Texas, focusing on energy related mezzanine and structured equity investments across the U.S., Canada and internationally. He joined Prudential in 1989, holding various positions with Prudential Power Funding Associates before joining Prudential Capital Group in 1996 in the Corporate and Project Workouts Group. In 1998, Ric moved to the Energy and Corporate Finance Group as a Team Leader and was promoted to Managing Director in 2004 when he formed and began leading the Power Group (fka Electric Finance Group). As Managing Director of the Power Group, Ric oversaw the private placement activity in PCG’s power projects, utilities, and electric cooperatives consisting of a $6.9 billion portfolio (as of December 31, 2014) of senior debt, mezzanine debt, and private equity investments. Ric has served on multiple boards, including Shenandoah, Cleveland Thermal, Hospitality Mints, and Bill’s Dollar Store. Ric received a BA from Hunter College and an MBA from Duke University’s Fuqua School. He previously was a member of the Advisory Board of the Center for Financial Excellence at Duke University’s Fuqua School and is currently a member of Duke University’s Energy, Development and the Global Environment (EDGE) Advisory Board.
Plenary Session | What Are We Waiting For? Investing in Women is Just Good Business
Amy is Senior Program Director of the Corporate Program at Ceres, co-leading a team of sustainable business strategists advising Ceres member companies on integrating sustainability into core business strategies and decision-making. Amy and her team bring companies together with investors, environmental and social issue experts, and other key stakeholders in face-to-face dialogues to find smart business solutions to today’s biggest sustainability challenges. With more than 15 years of experience in sustainability, Amy also leads specific projects related to The 21st Century Corporation: The Ceres Roadmap for Sustainability, including Ceres’ human rights and supply chain initiatives, and co-developed the Supplier Self-AssessmentQuestionnaire (SAQ): Building the Foundation for Sustainable Supply Chains. Prior to joining Ceres, Amy led and managed diversity and international labor relations research, advocacy, and policy initiatives at Calvert Investments. At Calvert, Amy helped develop the Calvert Women’s Principles, the first global code of conduct focused on empowering, advancing, and investing in women worldwide, and its companion Gender Equality Principles' Initiative. Amy co-authored two reports on corporate diversity practices, including Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices in the Calvert Social Index, and spearheaded efforts to file more than 50 shareholder resolutions on board diversity and equal employment opportunities. Amy serves on the board of the Global Compact Network USA. She previously chaired the steering committee of the Sustainable Investment Research Analyst Network (SIRAN), and graduated from the University of Kansas.
Breakout Session | Food Fight? Investors, Companies and Farmers Debate Sustainable Agriculture
Brooke leads Ceres’ Water & Food Programs, directing the organization’s strategy for mobilizing leading corporations and investors to address the sustainability risks facing our freshwater, food and agriculture systems. In this capacity, she oversees Ceres’ research and private sector engagement activities on the financial risks associated with growing freshwater challenges and deforestation. She is the co-author of The Ceres Aqua Gauge: A Framework for 21st Century Water Risk Management and two studies focused on agricultural water risks facing the food sector: Feeding Ourselves Thirsty: How the Food Sector is Managing Global Water Risks and Water & Climate Risks Facing U.S. Corn Production. Previously, Brooke directly advised Ceres’ member companies in the food and beverage sector on strategies for enhancing the overall sustainability of their operations and supply chains. Prior to Ceres, Brooke was a researcher for the Harvard Business School's Social Enterprise Initiative, where she wrote case studies and articles on the integration of business strategy and sustainability. She holds a master's degree from the Fletcher School of Law and Diplomacy, and a B.A. in economics from Duke University. She speaks Spanish and Portuguese.
Field Trip | Rising Tides: A Walking Tour of San Francisco’s Central Waterfront
David Beaupre has over 25 years of experience in project management, planning, and urban design. Mr. Beaupre joined the Port of San Francisco in 2001 as a Senior Waterfront Planner. He is responsible for complex and difficult waterfront and community planning projects, particularly in the City’s Southeastern waterfront. His tasks include assessing the strategic relationship of individual projects within a large planning and political context. Projects include land use, economic development, environmental impact, transportation, open space and urban design components. He is critical in fostering positive relationships with the Port’s multiple stakeholder groups. Mr. Beaupre also coordinates and secures permits with regulatory agencies for waterfront planning and development projects. While at the Port David has lead the City’s Blue Greenway project and managed the planning and development of the Port’s Pier 70 Preferred Master Plan and planning for the Piers 80 -96 Maritime Eco-industrial Center. Prior to joining the Port of San Francisco, Mr. Beaupre worked on numerous planning and urban design projects for a variety of consultants within the Bay Area and Chicago. His project experience includes managing design and entitlement of a Master Planned Community in Dublin, California and the open space and urban design components in Dubai, United Arab Emirate, and in Hanoi, Vietnam. Mr. Beaupre also directed and managed a multi-disciplinary planning process for City of Chicago’s Cityspace an open space master plan and multiple Chicago area redevelopment areas.
Breakout Session | California Water: Drought or Flooding? The Case for Building Resiliency
David Beckman is President of the Pisces Foundation, an environmental philanthropy that supports innovators who are doing what’s necessary to have clean and abundant water, a safe climate, and kids with the environmental know-how to create a sustainable world. David is responsible for the Foundation’s strategic direction, operation, and administration. Previously, David was director of the national water program at the Natural Resources Defense Council, one the nation’s largest environmental advocacy organizations, where he was also a senior attorney. David co-founded and managed the launch of the water program in 2008. Over seventeen years at NRDC David litigated precedent-setting water quality cases; drafted legislation that led to implementation of groundwater monitoring and water quality programs in California; and researched and wrote reports on a variety of environmental policy matters. For five years he served also as a Distinguished Visiting Scholar at California State University, teaching environmental policy and law. David is a 1988 graduate of the University of California, Berkeley, and a 1991 graduate of Harvard Law School.
Breakout Session | Is Your Product Against the Law? Insights on Illegality in Supply Chains
As the Program Director of Food and Capital Markets, David leads Ceres' work in a multi-organization collaboration working to enhance the sustainability of key food supply chains, with a particular focus on commodities associated with deforestation and illegal fishing. David began his career working at Microsoft, where he co-founded the Microsoft Green Team, and continued corporate work at REI and at L.L. Bean, where he headed Product Research, Testing and Environmental Affairs. As a former management consultant, he’s helped investors and corporations reduce the risk associated with Environmental, Social and Governance (ESG) issues in global supply chains and recently wrote and filmed an 18-part learning series on Linked In’s learning channel, Lynda.com, teaching about his experiences. David has led two international NGOs focused on improving environmental and social conditions in forest-dependent and agricultural communities and helped found the for-profit social enterprise company, Cotton Connect, a 2012 Ethical Corporation Magazine award finalist for world’s most innovative company.
Breakout Session | The New Normal: Climate and Energy Policy in the New Political Age
Mark Bescher manages Government Relations, Sustainability and External Affairs at Unilever. In this role, he is responsible for external engagement on sustainability and a federal government relations portfolio including biotech, nutrition, energy, climate change, commodities, taxes, chemical management, transportation and logistics. Mark has previously managed government and external affairs for the Global Alliance for Improved Nutrition (GAIN) and the National Association of Manufacturers. He received his BS from the University of Notre Dame and his MS from Oxford University.
Plenary | A Sustainable Food System for A Healthy Planet
Plenary | Appetites for Change: Where Food Meets Finance
Mark Bittman, one of the leading voices in the food movement, has been called a visionary for his rallying cry to change the way America eats. His seminal book, Food Matters—a New York Times bestseller—broke new ground in exploring the links among food, health, and the environment while providing tangible guidance for Americans to rethink their diet. Bittman has been writing and speaking about food for 30 years, mostly through print and the web pages of The New York Times (he created "The Minimalist" for the Dining section in 1997 and is a contributor to both Week in Review and The Magazine). He is the author of several blockbuster cookbooks, appears regularly on both commercial and public television, and is a highly sought-after speaker on food and its role in American culture and health.Prior to tackling food in general, Bittman set out to teach Americans to cook by publishing How to Cook Everything, which won three international cookbook awards, the IACP/Julia Child Award, and the James Beard Award (twice), and which has become the bible of cooking for millions of Americans. His follow-up, How to Cook Everything Vegetarian, was one of the best-selling cookbooks of 2007 and a multiple award winner. His most recent book, Mark Bittman's Kitchen Express, hit The New York Times Bestseller List the week it was released. Known for his candor and no-nonsense style, Mark Bittman is on a mission is to get people to cook simply, comfortably, and well. In highly engaging keynotes, he shows audiences how their food is produced, marketed, and consumed, providing a timely and comprehensive answer to why food matters.
Breakout Session | ESG, As Easy as ABC? Sustainable Investing for Individuals
Loren is marshalling investment dollars, charitable donations, and political contributions to help speed the transition to a fair and just clean-energy economy. She has served on the Board of the Sierra Club and Sierra Club Foundation for the past 10 years, including as Treasurer, Chair and lead on strategic planning, finance, risk and investment. She has also served as a board member of the Rachel’s Network Political Action Committee and advisory board member of the National Wildlife Federation. She is a member of several networks of political and clean energy donors and investors, including NRDC’s Environmental Entrepreneurs, Voices for Progress, Confluence and Patriotic Millionaires. Loren consulted with Living Cities – a coalition of major foundations, financial institutions, and HUD – on creating a green community development strategy. She previously worked at the Local Initiatives Support Corporation – a non-profit intermediary that was investing $500 million a year in local community development efforts. She worked at the UN Non-Governmental Liaison Service during the first Earth Summit and its preparations, and published a chapter on non-governmental organizations in a book about International Environmental Negotiations. Loren graduated from the Harvard Kennedy School and Oberlin College. She lives in New York City with her husband, two kids, and dog.
Breakout Session | Investing in Water Infrastructure, Sustainably
Margaret Bowman is a consultant working to promote sustainable water solutions in the American West, including development of impact-focused private investments. Margaret has over 25 years of conservation expertise, focused primarily on freshwater systems but also including experience on marine and other domestic and international environmental issues. Margaret worked for the Walton Family Foundation from 2008-2015, where as Deputy Environment Program Director she led the Foundation’s work to ensure healthy river flows in the Colorado River and provided leadership support for the Environment Program. Margaret has also directed the Lenfest Ocean Program at The Pew Charitable Trusts where she supported policy-relevant scientific research related to sustainable fisheries. For over a decade, Margaret provided leadership at American Rivers, a group dedicated to protecting and restoring healthy, natural rivers. Margaret held various titles while at American Rivers, including Vice President for Conservation, Director of the Dam Removal Program, and Chair of the national Hydropower Reform Coalition. Margaret has also directed the Environmental Program for Central and Eastern Europe for the Environmental Law Institute, served as an environmental consultant to the Czecho-Slovak government, and worked as an environmental attorney in private practice. She received a B.A. from Wesleyan University and a J.D. from Harvard Law School.
Ethan Brown is the Founder and Chief Executive Officer of Beyond Meat, a company dedicated to building meat directly from plants. Ethan gained an appreciation for agriculture and the natural world from his father, a professor, conservationist, and hobby farmer. This interest shaped the direction of his career, where he sought to make a contribution to climate change through the clean energy sector. His early work centered on electricity restructuring in support of an open grid, where his analysis at the gubernatorial level directly informed federal and state policies on grid management. Subsequently, Ethan joined the world’s leading Proton Exchange Membrane (PEM) fuel cell developer Ballard Power Systems, rising to report directly to the Company’s Chief Executive Officer. Though passionate about clean energy, Ethan returned often to the role of livestock in our economy and became convinced that a change in the origin of the protein—from animals to plants--that we place at the center of our plates could simultaneously address human health, climate, natural resource, and animal welfare challenges in a unique and powerful way. In 2009, Ethan founded Beyond Meat. Today, the Company sells products in 11,000 stores throughout the United States, including the Beyond Burger, the first plant-based meat to be sold in the meat aisle at a major grocer (Whole Foods Market). Beyond Meat is routinely recognized for its innovation, including most recently by Fast Company in its Most Innovative Companies list for 2017. Ethan holds an MBA from Columbia University and an MPP from the University of Maryland. He is a member of the 2017 Class of Henry Crown Fellows within the Aspen Global Leadership Network at the Aspen Institute.
Michael Carlin was appointed as the Deputy General Manager and Chief Operating Officer of the San Francisco Public Utilities Commission in 2009. In that role, Michael supervises the agency’s efforts in capital planning, emergency response, asset management, and other functions across the three business lines – water, power and wastewater. Prior to this position, Michael served as the Assistant General Manager for Water where he led the effort to diversify the water supply portfolio. He continues in that role leading many of the environmental initiatives including addressing the impact of climate change on the organization.
Breakout Session | Realizing the SDGs: Aligning Company Strategies to Drive Impact
Dr. Chantal Line Carpentier, Canadian citizen, is the Chief of UNCTAD New York. Prior to 2014, she was actively involved in the successful negotiations of the Sustainable Development Goals for the UN Department of Economic and Social Affairs. During her tenure with DESA, she served as the Major Groups coordinator to enhance non-state actors engagement with the UN. She facilitated the participation of more than 10,000 non-state actors – a record - in the UN Rio+20 Conference on Sustainable development. She was also the DESA focal point for sustainable consumption and production, food security and sustainable agriculture. Prior to her UN career, she served as Head of the Trade and Environment Program of the NAFTA Commission for Environmental Cooperation from 2000 to 2007, as policy analyst for the Wallace Institute for Alternative Agriculture from 1998-2000, and as post doc for IFPRI in the Brazilian Amazon from 1996-98. She made the Ideagen 2016 100 Individuals and Organization empowering women and girl, is a 2006 Yale World Fellow, a UNEP Who’s Who’s of Women and the Environment. She has consulted to UNDP, World Bank, OCDE, and USDA. Dr. Carpentier regularly publishes journal articles, book chapters, and Secretary General Reports on the intricate relationships between sustainable development policies, trade and agriculture. She has co-authored a book on Ethical Investing (2008 in French). She competes in ultramarathon and ironmen and is second dan black belt.
Breakout Session | California Water: Drought or Flooding? The Case for Building Resiliency
Cheri Chastain is the Sustainability Manager for Sierra Nevada Brewing Co. Cheri has been with the company for 10 years and is responsible for educating employees on environmental issues and programs, maintaining and developing policies and projects related to renewable energy and energy efficiency, zero waste, alternative fuels, and water conservation and reuse. Cheri also works outside Sierra Nevada’s walls on policy and advocacy issues relating to sustainability. Cheri is currently a member of the City of Chico’s Sustainability Task Force, Co-Chair of the Brewer’s Association Sustainability Subcommittee, and a board member of the US Zero Waste Business Council. Cheri has a BA and an MA in Environmental Geography.
Breakout Session | Disclose What Matters: ‘Decision Useful’ Climate Risk Reporting
Verity Chegar, Vice President, is an ESG Strategist within the BlackRock Investment Stewardship group. She is responsible for global research of environmental, social, and corporate governance (ESG) trends and their implications for investment. Her work informs Stewardship's corporate engagement program. She also works with portfolio managers to integrate ESG factors into investment decision-making within BlackRock's active investment strategies. Prior to joining BlackRock, Ms. Chegar worked at Allianz Global Investors as an ESG analyst. She was responsible for research and ratings of companies in the global healthcare and global technology sectors. Her role included company and policy level engagement, and she also served as chair of the US proxy voting committee. In 2006 she joined the US Large Cap Portfolio Management team at RCM, which later became Allianz Global Investors. Her investment career began in 2003 at a small cap investment advisor. Ms. Chegar earned a BA from Mount Holyoke College.
Breakout Session | Integrating Water Risks and Opportunities in Investment Strategies
At Nephila Advisors LLC, Matthew has the role of Portfolio Analyst, working within Nephila’s Weather Risk strategy on initiatives that include quantitative research of weather and water variability, structured insurance products, and business development. He joined the company in July 2011 and previously worked at Citadel LLC and the National Center for Atmospheric Research, giving him a unique blend of experience in capital markets, insurance, and weather risk management. Matthew has an MBA in Finance from the University of Virginia’s Darden School of Business, an M.S. in Meteorology from the Pennsylvania State University, and a B.S. in Chemistry and Environmental Sciences from the University of Virginia.
Jeremy Coller has been described as Personality of the Decade in Europe for his influence and innovation in pioneering and leading the private equity secondaries market. His firm, Coller Capital, has invested in approximately 16,000 private companies worldwide since its inception and has approximately $17bn of assets under management.Prior to founding the business in 1990, Jeremy spent five years at ICI Pension Plan, where he pioneered the acquisition of private equity secondaries, and also worked as a public equities investment analyst at Fidelity International Investment Management in London. Jeremy holds a BSc (Hons) in Management Sciences from the University of Manchester, UMIST and an MA in Philosophy from Sussex University. He attended Carmel College and the Diplôme Cours de Civilisation Française at the Sorbonne. In 2011, Jeremy was awarded an Honorary Fellowship by the London Business School. In 2013, he received an Honorary Doctorate from Tel Aviv University. Jeremy is also recognised for his leadership in charitable services in the field of human health and animal welfare. As well as being Chairman of the Jeremy Coller Foundation, his vehicle for philanthropic activities, he started the Coller Institute for Private Equity at London Business School and the Coller Institute for Venture at Tel Aviv University – and, most recently, endowed the Coller School of Management (the business school) at Tel Aviv University. He recently launched the Farm Animal Investment Risk & Return (FAIRR) Initiative, a collaborative network that shares research, fresh thinking and best practices to help investors understand and manage farm animal risks and opportunities. Since December 2015, the FAIRR Initiative has already signed up investors representing in excess of $1tn of assets under management. He is a member of the Advisory Council of The Elders.
Breakout Session | Is Your Product Against the Law? Insights on Illegality in Supply Chains
Michael Conathan is the Director of Ocean Policy at the Center for American Progress. His work focuses on driving progressive, science-based solutions to the multitude of problems facing the world’s oceans, with a specific focus on promoting robust ocean ecosystems and growth of the Blue Economy, defined as industries that either rely on or contributed to healthy oceans and coasts. In his role at American Progress, he has collaborated with numerous ocean coalitions including the Joint Ocean Commission Initiative, the Global Ocean Commission, and the Clinton Global Initiative, and he is a co-founder of the National Ocean Protection Coalition, a group of ocean organizations advocating for place-based marine conservation. He also chairs the Board of Advisors to the Center for the Blue Economy at the Middlebury Institute for International Studies at Monterey and has been nominated to the Board of Directors of The Ocean Foundation. Prior to joining American Progress, Mike spent five years staffing the Senate Committee on Commerce, Science, and Transportation’s Subcommittee on Oceans, Atmosphere, Fisheries, and Coast Guard—initially serving a one-year appointment as a Dean John Knauss Marine Policy Fellow before joining the committee full-time as a professional staff member in 2007. In that capacity Mike worked primarily for Subcommittee Chair/Ranking Member Sen. Olympia Snowe (R-ME), as well as the Chair/Ranking Member of the full committee, Sen. Ted Stevens (R-AK). He oversaw enactment of multiple key pieces of ocean legislation, including the Magnuson-Stevens Fishery Conservation and Management Reauthorization Act of 2006, the Integrated Coastal and Ocean Observing Act, the Federal Ocean Acidification Research and Monitoring Act, and the Shark Conservation Act.
Breakout Session | What’s Going to Get You Behind the Wheel of an Electric Vehicle?
Jana Corey is the Director of PG&E’s Clean Energy Programs Department, part of the company’s Customer Care organization. Ms. Corey’s team is responsible for managing PG&E’s electric vehicle and community solar programs, and administering state solar and self-generation programs with the express objective to support California climate and environmental policy goals. Prior to her current position, Ms. Corey served as Director of Energy Efficiency Strategy and Director for PG&E’s SmartMeter™ Advanced Metering Infrastructure project. Ms. Corey has previous experience in PG&E’s corporate strategic planning, regulatory relations, and field operations groups. Ms. Corey has a BS and MS in Electrical Engineering from UCLA, and an MBA from the Stanford Graduate School of Business.
Breakout Session | Good Governance: Building a Sustainability Competent Board
Tanuja Dehne is an Independent Director of publicly traded, Silver Bay Realty Trust Corporation (NYSE: SBY) and former C-level executive and Corporate Secretary of NRG Energy, Inc., a Fortune 250 power company. Tanuja brings perspective and experience from her cross-discipline roles to the C-suite and board room. She is an award winning corporate attorney, human resources professional and active member of her community, serving on four non-profit boards including the Geraldine R. Dodge Foundation. Tanuja is a Senior Advisor to an NGO, The B Team, focusing on the critical role of corporate governance in service of climate action. She is also a frequent speaker on topics ranging from corporate governance, CEO succession and crisis management, women’s leadership and the intersection of law and human resources. Tanuja recently authored an article on board culture and composition in The Legal Intelligencer entitled, “Creating Long-Term Value by Changing the Supply and Demand.”
Mr. Eckel is President, CEO and Chairman of Hannon Armstrong (NYSE:HASI), the first clean energy REIT and a leading investor in sustainable infrastructure, including energy efficiency and renewable energy assets. With an investment thesis that superior risk-adjusted returns will be achieved by investing on the right side of the climate change line, Hannon Armstrong has been a leader in measuring and tracking greenhouse gas (GHG) emissions and invests only when incremental GHG emissions are neutral to negative. Mr. Eckel has led Hannon Armstrong in the role of President and CEO since 2000, and was also with the firm from 1985 to 1989. Previously, he held senior executive positions as CEO of EnergyWorks, LLC and Wärtsilä Power Development. He currently serves on the Board of Directors for the Alliance to Save Energy, as a member of the Ceres President’s Council, and on the Johns Hopkins Environmental, Energy, Sustainability and Health Institute’s advisory council. Mr. Eckel has over 30 years of experience in structuring, executing and operating energy and infrastructure investments. Mr. Eckel received a Bachelor of Arts degree from Miami University in 1980 and a Master of Public Administration degree from Syracuse University, Maxwell School of Citizenship and Public Affairs, in 1981.
Breakout Session | Realizing the SDGs: Aligning Company Strategies to Drive Impact
In her role as Intel’s Director of Corporate Responsibility, Suzanne collaborates with key stakeholders across the company to integrate corporate responsibility concepts into company strategies, policies, public reporting, marketing and communications, and stakeholder engagement activities to advance Intel’s corporate responsibility leadership and create positive social impact and business value. Suzanne leads a team of experienced professionals who engage with internal and external groups to review Intel’s corporate responsibility performance and to identify new opportunities to apply Intel’s technology and expertise to address social and environmental challenges. The team also works closely with Intel’s investor relations and corporate governance groups to drive an integrated outreach strategy with investors on governance and corporate responsibility and sustainability issues. Suzanne has more than 20 years of experience in the field of corporate responsibility and socially responsible investment. She holds an M.B.A. from the W.P. Carey School of Business at Arizona State University and a B.A. from Trinity College in Hartford, CT and has served on a number of leading industry advisory boards and committees on sustainability and corporate responsibility over the past decade.
Breakout Session | ESG, As Easy as ABC? Sustainable Investing for Individuals
Patricia Farrar-Rivas is a founding principal, as well as the CEO, of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992. Patricia is a principal consultant to the Envestnet Sustainability Platform and was a member of the Envestnet Advisory Board. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994.
Stu Feinglas has worked in the energy and water utility field for over 35 years. For the last 16 years Stu has been a Senior Analyst for Public Works at the City of Westminster. Stu’s work at the City includes revenue projections, rates and new connection fees, conservation and long term planning.
Field Trip | The Greenest Museum on Earth: Explore the California Academy of Sciences
Dr. Jonathan Foley is the Executive Director of the California Academy of Sciences, where he is also the William R. and Gretchen B. Kimball Chair. In this role, Foley leads the greenest museum on the planet and one of the most future- focused scientific institutions in the world. A world-renowned scientist, his work focuses on the sustainability of our planet and the ecosystems and natural resources we depend on. Throughout his career, he and his colleagues have contributed to our understanding of worldwide changes in ecosystems, land use and climate, global food security, and the sustainability of the world’s resources. This work has led Foley to become a trusted advisor to governments, environmental groups, foundations, non-governmental organizations, and business leaders around the world. Foley joined the Academy in 2014, after spending over two decades leading interdisciplinary, university-based programs focused on solving global environmental issues. Most recently, he was the director of the Institute on the Environment (IonE) at the University of Minnesota, where he was also a professor and McKnight Presidential Chair of Global Environment and Sustainability. He is also a former professor of the University of Wisconsin, where he founded the Climate, People and Environment Program (CPEP) and the Center for Sustainability and the Global Environment (SAGE).
Monika researches corporate and investor exposure to risks related to growing water scarcity and water quality issues. She explores capital markets solutions to these challenges and ways that businesses and investors can more proactively manage water risks and limit impacts to water resources. Her work looks to reshape how economic actors value water and drive better water management, recognizing that healthy water resources are an economic imperative. Monika focuses on working with investors on deepening their integration of environmental, social and governance factors, and in particular water, into portfolio management and engagement processes. She directs the Investor Water Hub, which is a working group of INCR that promotes peer-to-peer learning and is developing an investor water risk assessment model or approach. Many of the ideas and resources developed for investors interested in water risk integration can be found at www.ceres.org/investorwaterhandbook. Monika also studies water risks in shale energy development and supports the Water Program’s work on water issues across a variety of sectors including agriculture, infrastructure and municipal systems. A major theme in all of her work is to more closely connect the scientific and financial fields. Prior to Ceres, Monika worked as a research consultant for the Initiative for Responsible Investment at Harvard, publishing a white paper that explored the roots of the concept of sustainability from a variety of fields to inform the Sustainable Accounting Standards Board (SASB). Previous to this she worked as a financial analyst for an emerging market equity fund and in fixed income sell-side research.
Plenary | A Changing (Investment) Climate: Investing in a Low-Carbon Future
Vicki Fuller is Chief Investment Officer for New York State's Common Retirement Fund. As of March 31, 2016, the estimated value of the Fund was $178.6 billion. Under the direction of State Comptroller Thomas P. DiNapoli, Fuller is responsible for developing and implementing investment strategies to ensure that the Fund remains one of the best-funded and best-managed public pension plans in the country. The Fund holds assets in trust for more than one million employees and retirees from state and local authorities. Previously Fuller was with Alliance Berstein for nearly 30 years, most recently as a Managing Director. Fuller has been named one of the most powerful African Americans on Wall Street by Black Enterprise. She has also received special recognition from the Financial Women's Association - Woman of the Year Award in 2014, National Association of Securities Professionals - New York Chapter - Wall Street Hall of Fame, the SEO Reginald F. Lewis Achievement Award, and Chief Investment Officer Magazine's "Power 100." She earned her MBA from the University of Chicago and her BSBA from Roosevelt University in Chicago. Vicki is a Certified Public Accountant.
Breakout Session | Good Governance: Building a Sustainability Competent Board
Michael Garland is Assistant Comptroller for Environmental, Social and Governance for New York City Comptroller Scott M. Stringer. The Comptroller serves as investment advisor, custodian and a trustee to the New York City Pension Funds, which have approximately $135 billion in assets and a long history of active ownership on issues of corporate governance and sustainability. Mr. Garland and his team are responsible for developing and implementing the Funds’ active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices, and advocating for regulatory reforms to protect investors and strengthen shareholder rights. He also co-chairs the Activism Committee of the Council of Institutional Investors. Mr. Garland has over 25 years of experience in finance and investment. Prior to joining the Comptroller’s Office in September 2010, he led company-specific and regulatory initiatives to enhance corporate governance for the AFL-CIO Office of Investment and the CtW Investment Group, which he helped establish in January 2006 as part of the Change to Win labor federation. He has financed middle market corporations as Assistant Vice President for National Westminster Bank USA and provided financial consulting as Senior Associate at Locker Associates.
Mr. Gebhardt was appointed Director on September 30. Jim has over 30 years of experience in the public finance, bond insurance and investment management businesses including over 20 years as Chief Financial Officer of the New York State Environmental Facilities Corporation (“EFC”). He was responsible for overseeing EFC’s financing and investment activities, including those related to the multi-billion dollar local government focused New York State Clean Water and Drinking Water Revolving Funds (the “SRFs”). Critical management responsibilities included setting strategic direction for these programs, particularly in the areas of financing, investment, policy development and management. From 2007 through 2013, Jim served as a member of USEPA’s Financial Advisory Board (“EFAB”). Investment and funding strategies that he implemented while at EFC were the focal point of two EFAB reports that he was lead author on: “The SRF Investment Function: Current Status and Prospects for Enhancing SRF Sustainability,” 2011 and “Utilizing SRF Funding for Green Infrastructure Projects,” 2014. Jim also consulted internationally working with the World Bank in the Philippines and the US Government in India on matters related to the development of sustainable funding facilities.
Prior to joining EFC, Jim served as Assistant Vice-President of Continental Insurance Co. Asset Management, where he served as a tax-exempt portfolio manager, and as Vice-President of Financial Guaranty Insurance Co. where he served as a lead underwriter in the Utilities and Structured Finance Groups. He has also served as a financial analyst with Bankers Trust Co., now a division of Deutsche Bank, and with Oppenheimer & Company. Prior to joining EPA, he served as Chief Risk Officer for BondFactor Co. LLC, an insurance and structured products development company.
John Goldstein is a managing director within Goldman Sachs Asset Management. John joined Goldman Sachs in 2015 through the acquisition of Imprint Capital to help expand the firm’s Environmental, Social and Governance and impact investing capabilities. Previously, John co-founded Imprint Capital Advisors in 2007 to help foundations, families and financial institutions create and manage impact investing programs and portfolios. Imprint made and managed more than 120 investments with its clients across asset classes, geographies, and impact themes and worked with 11 of the 25 largest foundations in the United States. Previously, John co-founded Medley Capital Management, a private investment firm. He also served as senior managing director of Medley Global Advisors. During that time, he co-founded and served as the executive director of the Medley Institute. Prior to that, John was a management consultant at Andersen Consulting (now Accenture). John has served as an advisor or board member to a diverse set of organizations in the impact space including groups such as the US National Advisory Board of the G8 Social Impact Investing Task Force, the Global Impact Investing Network’s ImpactBase initiative, the Global Social Venture Competition, McKinsey’s working group on Social Impact Bonds, Global Giving, the Sustainable Food Lab, the UN Capital Development Fund, the International Interfaith Investment Group and a range of other organizations. John graduated from Yale University with honors. He was awarded the Richter Fellowship and the Townsend Prize.
Plenary | What Are We Waiting For? Investing in Women is Just Good Business
Nancy Green is President of Athleta, leading the high growth brand with a focus on redefining women’s apparel for the active lifestyle, evolving Athleta as a purpose-driven brand through its mission to unite women to reach their limitless potential; and integrating sustainability and innovation throughout the organization. Nancy has spent three decades in retail, leading high growth businesses and teams, and creating and developing brand vision, strategy, and breakthrough product and marketing. She is also an impactful mentor of talent who has developed strong leaders across the industry. Nancy’s career with Gap Inc. spans 23 years over two phases. Prior to joining Athleta in 2013, she served as EVP and Chief Creative Officer at Old Navy, leading the merchandising, design and visual merchandising teams. Under her leadership, the brand focused on balancing innovation in core categories while launching new and expanding businesses. Nancy served as interim co-leader of Old Navy in 2012. Previously, Nancy served as CEO of Shabby Chic, where she partnered with the founder to create and implement a vision and growth strategy for a multi-channel lifestyle brand. She facilitated its expansion into new categories and distribution channels while overseeing all areas of the company. In addition, she ran the Pottery Barn division of Williams-Sonoma, Inc as executive vice president from 2003-2007 where she led a multi-channel business (online, catalog, stores) through a significant growth phase expanding into new categories and developing the online business into a major channel. Nancy spent 16 years at Gap Inc from 1986-2002, starting as a merchandising trainee and ultimately overseeing merchandising in a variety of divisions, including Gap brand both within the US and globally, as well as the kids and baby division for Old Navy.
Spotlight Session on Disclosure
Janine Guillot is the Director of Capital Markets Policy and Outreach at SASB, where she works with investors to support demand for standardized disclosure of material sustainability factors. Ms. Guillot has more than 25 years of experience in operating, strategy, risk management and finance roles in financial services, most recently as Chief Operating Officer of Incapture LP, an early stage enterprise technology and asset management business. Prior to joining Incapture, Janine served as Chief Operating Investment Officer for the California Public Employee’s Retirement System (CalPERS). She was responsible for CalPERS investment office business and operational management, CalPERS Affiliate funds, and CalPERS defined contribution plans. Ms. Guillot also oversaw the CalPERS corporate governance program, including integration of sustainability and governance factors into investment decision-making. Janine has also held senior leadership positions at Barclays Global Investors and Bank of America, including serving as Chief Operating Officer for BGI’s European and Global Fixed Income businesses. Janine holds a bachelor’s degree in Business Administration with a concentration in accounting from Southern Methodist University. She serves as Chair of the Board of Directors of the Marin Agricultural Land Trust, and she is a member of the board of Directors of Equilibrium Capital and Community Initiatives and serves on the FDIC’s Systemic Resolution Advisory Committee.
Jessica Hans is an investor with The University of California Regents’ Office of the Chief Investment Officer, which manages approximately $100 billion of retirement, endowment, and cash assets on behalf of the students, faculty, and staff of the University of California System. In her role at UC, Jessica manages a $1.5 billion Real Assets portfolio comprised of investments in the energy, agriculture, infrastructure, and timberland sectors. Prior to joining UC, Jessica worked in strategy and corporate development at The Climate Corporation, an agricultural technology company based in San Francisco. Jessica joined The Climate Corporation after spending over a decade in investment banking and strategy consulting at The Blackstone Group, Credit Suisse, and Bain & Company. She holds a BA in Economics from Pomona College, an MBA from Yale, and is a CFA charterholder.
Timothy Hathaway is director of equity research and institutional investment management at Brown Advisory, an independent investment firm focused on delivering a combination of first-class performance, strategic advice and the highest level of service to institutional and private investors. He oversees a team of eight portfolio managers and 25 analysts, who manage nine equity strategies—all characterized by a deep commitment to fundamental, bottom-up research. For years, he has championed the belief that sustainable factors could be a positive driver of investment performance and helped launch the firm’s Large-Cap Sustainable Growth strategy. Tim believes in the power of continually questioning the status quo; under his leadership, the equity research team has implemented numerous tools to analyze and optimize decision making, challenge assumptions, spark creative thinking, and enhance collaboration as it strives to generate outperforming investment results for the firm’s clients. Tim is also a member of Brown Advisory’s Executive Team, which sets strategy for all aspects of the firm. Until 2014, Tim was co-portfolio manager of the Small-Cap Growth strategy for nine years. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for the consumer discretionary and energy sectors. In the community, Tim helped launch and serves on the steering committee for Light City, the nation’s first large-scale light, music and innovation festival—designed to transform Baltimore in the way that South by Southwest drove Austin’s growth. He also serves as a board member for Cristo Rey Jesuit High School and is on the investment committee of Garrison Forest School. Tim earned a B.A. from Randolph Macon College in 1993 and an M.B.A. from Loyola University Maryland in 2001.
Field Trip | Connect the Drops: Napa Valley Winery and Water Stewardship Tour
Keith Horn is the Vice President of Vineyard Operations and Grower Relations for California and Washington. He oversees 13,000 acres of Constellation owned vineyards across California. His Grower Relations team purchases grapes for Clos du Bois, Simi, Robert Mondavi, Franciscan, Wild Horse, Estancia, Blackstone Turner Road, Woodbridge and Mission Bell Wineries. He is a Board member of CDFA Pierce’s Disease/Glassy Winged Sharp Shooter task force as well as President of the California Land Stewardship Institute (Fish Friendly Farming) and an Industry Advisory Board member for Fresno State VERC, Viticulture and Enology Research Center. Keith joined Constellation Brands in 2008 with nearly thirty years of vineyard management experience. He accepted the role of Director of North Coast Vineyard Operations after Clos du Bois was acquired by Constellation. His previous role was Vineyard Manager for Beam Wine Estates in Sonoma County. Keith’s first job in the Napa Valley had him managing 120 acres of grapes in the Oakville Appellation. He then joined Simi Winery in 1987, planning and executing a replant of the 230 acre Simi Estate vineyards after Phylloxera became an issue in the Sonoma County. He worked with U.C. Berkeley on a Pierce’s Disease Riparian Management revegetation project at Landslide Vineyard along the Maacama Creek. Keith helped create the Fish Friendly Farming (FFF) program. FFF is an Environmental Sustainability Certification program that now encompasses over 140,000 acres in five California counties. Keith is currently President of the California Land Stewardship Institute, the non-profit founded to oversee the FFF program. In the summer of 2001, Simi Vineyards was in the first class of FFF certified vineyards.
California Water: Drought or Flooding? The Case for Building Resiliency
Kirsten James, in close partnership with the California Director, develops strategy and policy objectives for Ceres’s California-focused work. She is the lead for tracking and evaluating important statewide policy initiatives and implementation. Kirsten also helps establish and maintain business and investor partnerships within California and collaborates with the Policy and Water Programs to mobilize them in support of public policies that call for sustainable water management, clean energy and greenhouse gas emissions reductions in California. Prior to Ceres, Kirsten worked for more than 9 years at the Santa Monica-based environmental group, Heal the Bay. She served as their Science and Policy Director, leading the organization’s efforts related to statewide and regional water quality and water supply policy and regulation. She graduated with a bachelor’s degree from Northwestern University and a Masters of Environmental Science and Management from the Bren School at University of California Santa Barbara.
Breakout Session | California Dreamin': Charging Ahead on Climate Policy
Wendy James is CEO of The Better World Group, which she founded in 1999, and is based in the company’s headquarters in Burbank, California. Over the past 35 years, Wendy has developed unique expertise in the media, government, corporate and nonprofit sectors, with a special focus on environmental issues. She works with environmental and environmental justice groups, government organizations and progressive businesses in framing their environmental strategies and implementing advocacy campaigns in support of a wide array of policies and projects. Prior to forming The Better World Group, Wendy served as President of the nonprofit Environmental Media Association (EMA), working closely with the entertainment industry to support various environmental initiatives. While at EMA, she launched a program focusing on the operations and production side of the entertainment industry, harnessing the industry’s purchasing power and high visibility to broaden support for environmental products and practices. Wendy’s experience in energy and the environment includes both natural gas and electric technologies. She was on the forefront of advanced transportation initiatives, heading up Southern California Edison’s Electric Transportation Division, and led the natural gas industry’s environmental outreach at the American Gas Association in Washington, D.C. Prior to her work in the environmental field, Wendy served as press secretary for former U.S. Representative Robert W. Davis (R-Michigan) and served that same role while Davis was Minority Leader of the Michigan Senate. She came to the state capital at the request of Michigan’s Governor, who selected her to create and direct a statewide youth highway safety program. She began her professional career as a reporter and weekly columnist for The Evening News, a daily newspaper in Northern Michigan.
Wespath Investment Management is the investments division of Wespath Benefits and Investments, a general agency of The United Methodist Church, managing over $21 billion in assets. Kirsty joined Wespath in May 2014 to lead the Sustainable Investment Strategies (SIS) team. SIS ensures that environmental, social and governance (ESG) issues are integrated into Wespath’s investment selection and monitoring process. She also directs Wespath’s corporate engagement and proxy voting activities. Previously, Kirsty was director of the Markets and Enterprise Program at the World Resources Institute, a Washington, D.C.-based global research organization. She also spent eight years as a Director of Governance and Sustainable Investment at F&C Asset Management in London and six years in the Fixed Income division of Goldman Sachs International in London. Kirsty currently sits on the board of the Business and Human Rights Resource Centre. She received an M.A. degree in International History from the University of Edinburgh, Scotland.
Breakout Session | Disclose What Matters: ‘Decision Useful’ Climate Risk Reporting
Dave Jones is California's Insurance Commissioner. He was first elected Insurance Commissioner on November 2, 2010 and re-elected November 4, 2014. Jones leads the California Department of Insurance and regulates the California insurance market. Insurers collect $259 billion a year in premiums in California, making it the nation's largest insurance market. Jones served in the California State Assembly from 2004 through 2010, where he chaired the Assembly Health Committee, the Assembly Judiciary Committee and the Budget Subcommittee on Health and Human Services. Named "Consumer Champion" by the California Consumer Federation, Capitol Weekly named Jones California's "most effective legislator" other than the Assembly Speaker and the Senate President Pro Tempore. The American Psychiatric Association awarded Jones its prestigious Jacob K. Javits Public Service Award in 2015 for his work on mental health parity. In addition, Jones received the Phillip Burton Award for Courage from the Orange County Labor Federation on April 23, 2015. Jones began his career as a legal aid attorney, providing free legal assistance to the poor with Legal Services of Northern California from 1988 to 1995. In 1995, Jones was one of only 13 Americans awarded the prestigious White House Fellowship. He served in the Clinton Administration for three years as Special Assistant and Counsel to U.S. Attorney General Janet Reno. Jones served on the Sacramento City Council from 1999 to 2004. Jones graduated with honors from DePauw University, Harvard Law School, and Harvard University's Kennedy School of Government. He and his wife, Kim Flores, have two children, Isabelle and William.
Breakout Session | Not Just Any Downturn: The Oil & Gas Industry Faces the Clean Energy Future
Fiona Jones is the General Manager of Sustainability at Suncor Energy. In this role, she oversees an internal team that helps the company drive environmental excellence in the industry, setting and stewarding sustainability goals and managing Suncor’s climate change strategy. Her mandate includes sustainability reporting and disclosure and the work of Suncor’s Community Investment Program. In her previous role as Suncor’s Director of Energy and Climate change policy, Fiona Jones led a team that represented Suncor's interests in energy policy and evolving climate change policy. Prior to joining Suncor, Fiona was Petro-Canada’s Director of Ethics and Compliance and Director of Corporate Responsibility, in which capacity she led strategy development for business ethics and integrity, the environment, stakeholder and community relations, and human rights and employee practices. She has also managed Petro-Canada’s Market Risk and Derivatives Group and has held positions with leading financial institutions in foreign exchange and financial markets trading.
Plenary | What Are We Waiting For? Investing in Women is Just Good BusinessCecily Joseph is vice president of corporate responsibility for Symantec Corporation, a global leader in cybersecurity. As leader of Symantec's global corporate responsibility efforts, Cecily drives environmental, social and governance program development, integration and communication. She is responsible for designing and implementing initiatives focused on online safety education and cybersecurity skills development. Cecily is an ongoing champion for diversity and inclusion, pioneering numerous initiatives to increase diversity and equity within Symantec and the corporate sector. With experience building corporate responsibility programs in strategic philanthropy, diversity & inclusion, and environmental sustainability from the ground up, Cecily acts as an internal and external change agent. She worked with the company’s Leadership to create a goal to increase the diversity of Symantec’s workforce by 15 percent, empowering female leaders through the Women on Board initiative, and creating a pathway for underrepresented young adults to enter into the cybersecurity field through the Symantec Cyber Career Connection (SC3). She has also spearheaded efforts to increase employee engagement through her team’s community investment efforts and the launch of the Symantec Service Corps. Cecily is often sought to speak on a variety of topics at industry events – including RSA, the world’s largest data security conference, where Cecily has spoken for three consecutive years. She is an active writer on her blog and contributor of opinion editorials for The Huffington Post. Cecily currently serves on the board of directors for Net Impact, a global non profit focused on addressing social and environmental challenges. Cecily received the CEDAW Award for Human Rights from the City of San Francisco Commission on the Status of Women, recognition as one of the Multicultural Leaders of California by the National Diversity Council, and recognition as one of the Most Influential People in Business Ethics by the Ethisphere Institute. Cecily joined Symantec in 2005 after thirteen years with VERITAS Software, where she led the company's legal affairs and served as executive director of the VERITAS Foundation.
BICEP Breakfast of Climate ChampionsBreakout Session | Building Alliances: New Partnerships for Policy Action
Anne L. Kelly is Senior Program Director, Policy and BICEP Program at Ceres, a non-profit coalition of investors and companies, which seeks to promote leadership and best practices in sustainability. Anne also directs Business for Innovative Climate & Energy Policy (BICEP) a coalition of twenty-three leading consumer-facing companies including Nike, Starbucks and eBay seeking to advocate for meaningful climate and energy policy at the federal level. She is a registered lobbyist and is actively engaged on Capitol Hill on behalf of Ceres and BICEP member companies. Anne is an environmental lawyer with twenty years of combined experience in the private and public sectors. In the 1990’s she directed the Massachusetts-based Environmental Crimes Strike Force consisting of a multi-disciplinary team of legal and engineering professionals charged with brining high-profile civil and criminal actions against environmental violators through the MA Office of the Attorney General. She later worked as Special Assistant to EPA Region I Administrator John DeVillars. In this role she worked on corporate leadership programs and developed an International Pollution Prevention Program which was piloted in Sao Paulo, Brazil. Anne is a certified mediator and a founding partner in the Boston-based law and mediation firm, Creative Resolutions, LLC where she served clients facing environmental disputes at the state and federal levels.
Alex Keros works on advanced technology policy for General Motors. He is responsible for policy considerations and technical support for the commercialization of GM’s advanced vehicle portfolio ranging from transportation electrification to urban mobility and autonomous vehicles. Through collaborative work across a variety of stakeholders, including automakers, utilities, regulators, local officials, and non-governmental organizations, Alex works to implement cutting-edge programs and create complementary policies that enable sustainable markets for advanced technologies. Alex has a unique balance of backgrounds which include project management, energy policy, environmental engineering, and business strategy. He has spent his career at General Motors engaging a diverse set of internal and external stakeholders to enable broader perspectives across business functions. Whether participating as a Commissioner in Massachusetts’ Zero Emission Vehicle Commission, working with public utility commissions to explore electric vehicles’ role in smart grid implementation, or leading policy considerations for Maven, GM’s sharing platform, Alex remains focused on customer-enabling solutions. Alex began his career in environmental consulting where he managed the assessment and remediation of hazardous waste sites. He has extensive experience in environmental policy design and implementation. Alex also grew up learning the ropes in his family-owned restaurant, the American Coney Island. Founded in 1917, the restaurant is widely recognized as the creating the tradition of Detroit’s chilidog. Alex earned a B.S. in Natural Resource Management and a Masters in Business Administration from the University of Michigan in Ann Arbor.
Jonas Kron is Senior Vice President and Director of Shareholder Advocacy for Trillium Asset Management. With over fifteen years of experience in shareholder advocacy, Jonas is responsible for leading and coordinating Trillium’s extensive advocacy program, which works to engage companies on their environmental and social performance. His advocacy work includes direct communications with company leadership, investor education and awareness, shareholder proposals, and public policy advocacy at the municipal, state and federal levels. Jonas is a member of US SIF’s Policy Committee. As a recognized legal expert in the field and a leader in shareholder advocacy, Jonas regularly represents Trillium in the media, at public events, and with clients. Prior to joining Trillium, Jonas was an environmental attorney and public defender as well as outside counsel to many socially responsible investment organizations. Jonas holds J.D. and Masters’ degrees from Vermont Law School.
Ken Kurani is an Associate Researcher at the University of California, Davis’ Institute of Transportation Studies and Plug-in & Hybrid Electric Vehicle Center. He works at the intersection of lifestyle, automobility, energy, and the environment. As such, his collaborations have increasingly focused on the role of human behavior, exploring how citizen/consumers can use such new technologies to shape their own lives as well as to shape efforts to promote, operate, and regulate transportation and communication networks to enhance energy efficiency, environmental quality, safety, and social equity. Dr. Kurani has a PhD in Civil and Environmental Engineering from UC Davis; he now considers himself a recovering engineer.
Workshop | Science-based Targets Workshop
Nicole Labutong is a Technical Manager at CDP and member of the Science Based Targets Initiative's Technical Working Group. She is excited to be supporting companies in setting their greenhouse gas emissions reduction targets in line with climate science. Nicole has experience in corporate greenhouse gas accounting, renewable energy, and life cycle assessment. She holds a M.S. in Sustainable Systems from the University of Michigan.
As President of Bank of America California, Janet Lamkin is responsible for business growth, integration and corporate social responsibility in California, the Bank’s largest market. She also leads a team that develops programs to demonstrate the Bank’s commitment to healthy, vital communities and to enhance the Bank’s brand and reputation. Janet lives in San Francisco and maintains offices in both San Francisco and Los Angeles. Janet has worked for the Bank for 18 years, serving in a variety of senior management positions. She left the Bank in 2005 to become the first female President and CEO of the California Bankers Association, the largest banking trade association in the country with more than 280 member institutions. In that capacity, she led a comprehensive effort to rebrand the industry in California, developed and implemented a cohesive product development program, and a range of marketing, communications and legislative strategies, and managed a for-profit subsidiary providing services to California banks. She returned to Bank of America in 2007 to assume her current role. Among her many responsibilities as President of Bank of America California, Janet focuses on a range of business and community issues that are not only relevant locally, but also impact the Bank’s business and reputation as a global corporate citizen. These include programs and initiatives to facilitate small business growth and international trade, various environmental initiatives, and a partnership with (RED) to eradicate AIDS in Africa. She heads a leadership team responsible for growing the Bank’s business in California, enhancing client relationships, integrating the Bank’s services, and effectively implementing its corporate social responsibility programs covering responsible business practices, philanthropy, volunteerism, and diversity and inclusion. She led the development of the company’s innovative Neighborhood Builder program, the nation’s largest philanthropic investment in nonprofit leadership development.
Bavaria Award Presentation
Will Lana is a Partner and Investment Manager at Trillium Asset Management. Prior to joining Trillium in 2008, Will worked at the boutique socially responsible investment firm Journey Tree Financial.
He holds an M.B.A. from the University of Washington’s Foster School of Business and a B.A. with honors from the University of California, Los Angeles. Will is a Chartered Financial Analyst charterholder and in 2014, was a climate investment & divestment fellow at 350.org. He currently serves on the Net Impact Advisory Board of the University of Washington's Foster School of Business.
Breakout Session | Building Alliances: New Partnerships for Policy Action
Andrew Lemley is the Government Affairs Representative for New Belgium Brewing Company. Andrew advocates for policy at the federal and state levels that benefits the environment, people and the business of craft brewing. His background in community organizing and faith based organizations have lead to his interest in the intersection of values, business and public policy.
Ceres Coalition Breakfast: Unlocking the Power of Partnerships
Sarah Leugers is a senior executive with 20 years’ experience in communications strategy with a focus on the converging climate and development agendas and helping businesses demonstrate their CSR and sustainability impact in both. She has developed integrated communications strategies, from market research to product launch through to promotional campaigns and engagement efforts for organizations in a wide range of industries. Based on insights into an evolving market for carbon finance, she has repositioned the Gold Standard brand and service offerings to help take climate action from niche to mainstream. Sarah has managed the organisation’s presence and led speaking engagements at various international events and press conferences to help Gold Standard achieve its vision of “climate security and sustainable development for all.”
Joone Lopez is the General Manager of the Moulton Niguel Water District, which provides water, wastewater and recycled water services to approximately 170,000 people within South Orange County. Before joining Moulton Niguel, she served as the General Manager of Calaveras County Water District located in Northern California. Joone’s prior experience includes working for Apple Valley Ranchos Water Company as its Assistant General Manager and serving as the Deputy General Manager of Central Basin Municipal Water District, a wholesale water agency to approximately two million people in southeast Los Angeles County. Joone is a Board Member for Association of California Water Agencies, California WateReuse Association, and Southern California Water Committee. Preceding her career in the water industry, Joone was a Police Officer for the City of Pasadena, where she received the Silver Medal of Courage for valor under fire. She holds a Master’s Degree in Public Administration from California State University of Northridge and a Bachelor’s Degree in Communications from University of California San Diego.
Opening & Closing Remarks
Mindy S. Lubber is the President and a founding board member of Ceres, a non-profit organization that is mobilizing many of the world’s largest investors and companies to take stronger action on climate change, water scarcity and other global sustainability challenges. She directs Ceres’ Investor Network on Climate Risk (INCR), a group of more than 120 institutional investors managing more than $15 trillion in assets focused on the business risks and opportunities of climate change. Mindy also oversees engagements with 100-plus companies, many of them Fortune 500 firms, committed to sustainable business practices and the urgency for strong climate and clean energy policies. In 2016, Mindy received the Climate Visionary Award from the Earth Day Network, and the William K. Reilly Award for Environmental Leadership from the Center for Environmental Policy at American University. The December 2015 online edition of Vogue Magazine featured Mindy as one of their “Climate Warriors”, one of the top 13 women advancing the Paris Climate Agreement at the UN Conference at COP21. In 2010, Mindy was honored by the United Nations and the Foundation for Social Change as one of the “World’s Top Leaders of Change” for her work in mobilizing leading companies to integrate environmental challenges into core business strategies. She is also a recipient of the Skoll Award for Social Entrepreneurship and was named one of “The 100 Most Influential People in Corporate Governance” by Directorship magazine.
Ms. Mac Cormac’s work focuses on advising innovative, forward-thinking sustainable and renewable energy companies and investors on corporate structure, equity and debt financings, mergers, acquisitions, asset purchases and sales, reorganizations and joint ventures. She advises corporations on the intersection of fiduciary duties and environmental sustainability as well as disclosure around ESG. She has particular expertise on ensuring energy, sustainability and other investments have positive impact – through use of new corporate forms, hybrids, alternative debt and equity instruments and disclosure. In 2015, the Financial Times named Ms. Mac Cormac the Most Innovative North American Lawyer for her work championing impact investing and social enterprise legal innovation. She was named by California Lawyer as an Attorney of the Year in 2016 for her innovative work in sustainability and impact investing, and previously in 2012 for her effective legislative change as co-chair of the California working group for the Flexible Purpose Corporation, now known as the Social Purpose Corporation. The American Bar Association’s Business Law Section awarded her the 2016 National Public Service Award for her innovative pro bono services to nonprofits. Ms. Mac Cormac was a founding board member of the Sustainability Accounting Standards Board, is a member of the Board of Directors for Business for Social Responsibility (BSR), member of the Ceres President’s Council and the Board of Earth Genome Project, and an advising board member of the Committee Encouraging Corporate Philanthropy’s Strategic Investor Initiative.
Breakout Session | A Bright Future for Green Infrastructure
Mr. Mascotto is a vice president and ESG credit research analyst in the Newport Beach office, focusing on analyzing financially material risks and opportunities arising from ESG (environmental, social and governance) factors and integrating ESG themes into PIMCO’s investment process. Prior to joining PIMCO in 2017, he was a senior ESG analyst at MSCI, conducting impact investment research and risk analysis on global utilities, midstream oil and gas and electrical equipment companies. He has six years of investment and financial services experience and holds a master's degree in international business and economics from The Fletcher School at Tufts University, as well as master’s and undergraduate degrees in international affairs from the University of Quebec in Montreal.
Breakout Session | What’s Going to Get You Behind the Wheel of an Electric Vehicle?
Brian is the Director of Nissan’s Electric Vehicle Sales, Marketing and Infrastructure business in the United States. Having worked in the automotive industry for 17 years in a variety of sales operations and marketing functions, Brian leads a team focused on driving electric vehicle adoption by building customer awareness and delivering high quality electric vehicle products and services. His first foray into electric vehicles starting in 2009 as Nissan’s EV sales operations program manager responsible for the US launch of the Nissan LEAF, the world’s first mass-market, 100% electric vehicle. In this capacity, Brian led the development and deployment of the sales, service, and technical training requirements to sell and service EVs through Nissan’s 1,000+ US dealerships. After the initial LEAF launch in 2010, Brian became the model line marketing manager for the LEAF, where he led Nissan’s marketing efforts to launch the first US built LEAF in 2013. After 3 years managing Nissan’s business relationship with its largest dealer groups in the US, Brian returned to electric vehicles in 2016 to run Nissan’s electric vehicle and infrastructure marketing and sales operations. Brian earned a Bachelor of Science from LaSalle University and is a graduate of Nissan’s Executive Leadership Program from Vanderbilt University’s Owen Graduate School of Management.
Ryan Martel is a Senior Manager for the Policy Program at Ceres, where he works with the Investor Network on Climate risk on federal, state, and international climate and clean energy policy. From 2013 to 2015 Ryan served as the energy and climate policy advisor to Senator Brian Schatz of Hawaii, focusing on renewable energy deployment, energy efficiency, and international climate negotiations. Prior to that, he worked for Senator Jeff Bingaman of New Mexico from 2009 to 2013, eventually serving as the Staff Director for the Finance Subcommittee on Energy, Natural Resources, and Infrastructure, where he focused on energy tax policy. Ryan received his master’s degree in Public Policy with a concentration in environmental regulatory policy from Georgetown University and his bachelor’s degree in history and literature from Bowdoin College.
Mike is an expert environmental policy advocate, coalition builder and program manager, with 19 years of experience in the developed and developing world. Having launched four different organizations, Mike has extensive experience conceptualizing partnerships that engage the public and key influencers to address some of the most pressing environmental and community development challenges. He is a sought after speaker and is regularly asked to engage on top level policy matters of great import in the areas of climate change, water, corporate sustainability, and the politics of environmental policy. For the past 8+ years, Mike has lived in Silicon Valley, and worked with the Silicon Valley Leadership Group. As Vice President for Environmental Programs and Policy, Mike has been responsible for conceptualizing, designing, and implementing policies and programs in cooperation with leading technology corporations, environmental NGOs and legislators to help improve the quality of life and the environment, while also securing necessary resources to grow the organization. Mike has helped conceptualize and pass environmental legislation; served on winning ballot campaign steering committees; created a number of non-profit start-ups; empowered communities to meet complex development challenges; and engaged in institutional strengthening and capacity building for local, state and national level government, non-governmental, and community-based organizations. Mike has worked in the developed and developing world, holding jobs in the non-profit, government, and private sectors, including posts with a number of consulting firms, the White House Council on Environmental Quality, and the National Estuary Program. His experience encompasses collaboration with business, non-profits, foundations, local and national governments, and bi- and multilateral donor organizations, serving in posts as diverse as Afghanistan, Egypt, Grenada, and Thailand. Mike’s latest venture is the California Climate Breakthrough Initiative, an effort focused on leveraging the incredible resources and talent of California to help cut through the cultural inertia and powerful forces that keep us wedded to fossil fuels.
Timothy J. Mohin is the Chief Executive of GRI, developer of the world’s most widely used sustainability reporting standards. A veteran in the field of corporate sustainability reporting, Tim is responsible for leading GRI in achieving its vision of creating a future where sustainability is integral to every organization’s decision making process. Prior to his appointment as Chief Executive, Tim was Senior Director of Corporate Responsibility for Advanced Micro Devices (AMD). He is also a former Chairman of the Board for the Electronic Industry Citizenship Coalition (EICC) and former member of the Conflict Free Sourcing Initiative’s steering committee. Previously, Tim founded and led Apple’s Supplier Responsibility program. He also led Intel’s environmental and sustainability functions. Tim started his career with the US government. With the Environmental Protection Agency, he led the development of the toxics provisions of the Clean Air Act Amendments. Later, Tim was senior legislative staff for the Chairman of Senate Committee on Environment and Public Works. Tim earned a Bachelor’s degree in Biology from the State University of New York at Cortland and a Master’s degree in Environmental Management from Duke University.
Amy Myers Jaffe is a leading expert on global energy policy, geopolitical risk, and energy and sustainability. Jaffe serves as executive director for Energy and Sustainability at University of California, Davis, and as senior advisor, energy and sustainability to the Office of the Chief Investment Officer of the Regents, University of California. She is associate editor (North America) for the academic journal Energy Strategy Reviews and serves on the editorial board of the Journal of Economics and Energy and Environmental Policy. Jaffe’s research focuses on sustainable investment, corporate investment strategies in the energy sector, and oil and gas geopolitics. Jaffe is also a global fellow at the Woodrow Wilson International Center for Scholars in Washington D.C.
Bradley Olson is a national energy correspondent for the Wall Street Journal, covering the world of Big Oil. He has written about the rise of fracking, fallout from the recent market crash and the question of whether industry assets will be left untapped due to new climate regulations, low prices and the potential for falling demand. He has broken numerous stories about government investigations into oil company reserves and accounting practices as well as about the genesis of certain environmental campaigns targeting certain large energy producers. Before joining the Journal, he wrote about energy for Bloomberg News and BusinessWeek. He has also covered politics and national security for the Houston Chronicle and Baltimore Sun and served as a missionary in Argentina for two years before earning a bachelor’s degree in history from the University of Pennsylvania in 2003.
Frances J. "Fran" Pavley is an American politician who served two terms in the California State Senate and three terms in the California State Assembly. A Democrat, she last represented the 27th Senate District, which encompasses the Conejo Valley, and portions of the San Fernando and Santa Clarita Valleys. Before the 2010 redistricting, she represented the 23rd Senate District. Before being elected to the State Senate in 2008, Pavley served in the California State Assembly, representing the 41st Assembly District. She was also the first Mayor of Agoura Hills. She was a middle school teacher for 29 years before serving in elected office. Pavley is widely renowned for her pioneering work on environmental and climate change legislation. She was the author of AB 32, the Global Warming Solutions Act of 2006, which created a groundbreaking cap-and-trade system to reduce California's greenhouse gas emissions. In 2016, she cemented her legacy by authoring and passing SB 32, which extended California's emissions reduction goals to 40 percent below 1990 levels by 2030.
Arlan Peters is the Head of Sustainability for Novozymes North America where he develops Novoyzmes’ regional sustainability initiatives, builds organizational capacity, manages Novozymes’ corporate citizenship programs, and engages with external stakeholders on issues relating to life-cycle impacts of biotechnology. He has represented Novozymes in a number of organizations including Sustainable Apparel Coalition and the Sustainability Consortium where he served as co-chair for the Sustainability Consortium’s Corporate Advisory Council. Prior to his current role, Arlan managed business development projects in animal health and regional marketing for bio-energy in Asia. Before joining Novozymes, Arlan coordinated community education programs for Japan’s Ministry of Education. He also worked on public-private partnerships for international development at USAID’s Global Development Alliance Secretariat. He holds a BA in Biology from Oberlin College and was a recipient of the Thomas J. Watson Fellowship to study economic and environmental impacts of aquaculture in Ecuador, Chile, and the Philippines. He received his MBA from UNC’s Kenan-Flagler Business School where he concentrated in Sustainable Enterprise.
Breakout Session | Workers and the Energy Transition: Expectations for Companies, Investors and Policy
Kevin Pranis is a Marketing Manager for the Laborers International Union of North America (LIUNA) responsible for overseeing the union’s growth programs in Minnesota and North Dakota. Prior to moving to Minnesota, Kevin worked for LIUNA and the Change to Win labor federation in Washington D.C. overseeing research and programs focused on critical transportation, water, and energy infrastructure as well as building energy efficiency. During his time at LIUNA, Kevin participated in the development of the first Federal apprenticeship standard for green residential construction and home weatherization. Before joining the labor movement, Kevin spent 10 years in the criminal justice field, developing and leading issue-based campaigns and research initiatives. In that capacity, he helped to found two non-profit organizations and was the recipient of a Soros Justice Fellowship and a Union Square Award.
Veena Ramani is a Program Director leading Ceres’ Capital Markets Systems program, which consolidates Ceres’ work on critical market levers that will help scale the transition to sustainable capital markets. As a part of this, Veena leads Ceres’ work on governance for sustainability, which focuses on systems and processes that companies should put in place at the corporate board level to allow for “effective” board sustainability oversight. She also oversees Ceres work on sustainability disclosure.
In Oct 2015, Veena authored the report, “View from the top: How corporate boards can engage on sustainability performance." From 2006 to 2015, Veena managed the relationships with a wide portfolio of Ceres network companies as a part of the Ceres Corporate Program, including the financial services sector and the electric power sector. As a part of this, Veena worked with senior company management and boards on opportunities to integrate sustainability into their business structures and decision making, including policy and program development, disclosures and stakeholder engagement processes. Prior to Ceres, Veena worked as a Management Consultant with CDM, an environmental consulting firm and focused on providing a variety of sustainability services to clients in the public and private sectors. Prior to that, she spent three years with Integrative Strategies Forum, a Washington DC based NGO, working on developing national and international policy solutions on sustainable development, building consensus and coalitions among civil society groups on these issues and lobbying government representatives. Veena has also practiced law in India.
As Global Head of Sustainable Business & Finance, Curtis Ravenel leads Bloomberg’s sustainability initiatives - a Chairman’s Office effort and the result of his 2006 Bloomberg Global Leadership Forum proposal. The program aggressively integrates sustainability considerations into all firm operations and leverages the Bloomberg Professional Service to evaluate sustainability-related investment risks and opportunities for its 327,000 customers. Curtis has worked for Bloomberg in multiple roles. He was the Financial Controller for Asia managing accounting, tax, treasury and audit services for 23 legal entities with combined annual revenues exceeding $1 billion USD. This was preceded by various roles in the Capital Planning and Financial Analysis Groups. Prior to his work with Bloomberg, L.P., Curtis co-managed a small real estate development group, founded a micro-brewery and worked with the Recycling Advisory Council in Washington, DC conducting Full Cost Accounting and Life Cycle Analysis work. He currently serves as a board member at the Sustainability Accounting Standards Board (SASB) as a member of the Secretariat for the FSB Task Force on Climate-related Financial Disclosure. Curtis was awarded a David Rockefeller Fellowship with the Partnership for New York City in 2011 and Columbia Business School Exemplary Leadership Award in 2016. He earned an MBA from Columbia Business School and a BA in History from Davidson College.
BICEP Breakfast of Climate Champions
Like the company he leads, John Replogle has a mission, to help people live healthier lives on a healthier planet. Replogle took the reins of the green-cleaning pioneer in March, 2011. Under his leadership, the company continues to extend the boundaries of corporate consciousness. In 2011, Seventh Generation was acknowledged as the #1 green company in America. Replogle previously spent five years at Burt's Bees as Chief Executive Officer and President. He is credited with leading the company's deepened commitment to human and environmental well-being through the development of a business model called The Greater Good, embracing the triple bottom line of people, planet, and profit. Prior experience includes leadership roles at Unilever, Guinness and BCG. John is a graduate of Dartmouth College and Harvard Business School. An advocate of creative corporate social responsibility, Replogle has been recognized with the 2012 Global Green Millennium Award for Corporate Environmental Citizenship and the 2011 United Nations Leader of Change award. A proponent of education and humanitarian causes, Replogle has served on the Boards of Habitat for Humanity, Terracycle, Ravenscroft and Dartmouth College. He was also a Director with the Sealy Corporation and is currently a Director of Cree.
Michelle Romero has nearly a decade of organizing and advocacy experience fighting for progressive issues -- ranging from immigrant rights and economic justice, to higher education, redistricting, and voting rights. Michelle joined Green For All in early 2016 to bring her interdisciplinary and multi-ethnic organizing experience to the fight for climate justice. In her role as Deputy Director of Green For All, she leads the team to implement a bold climate agenda that seeks to create an inclusive green economy for all – starting with those hit first and worst by pollution and climate change. Almost immediately upon joining the organization, Michelle helped organize a celebrity bus tour with Van Jones, Mark Ruffalo, Vien Truong, and Tom Steyer to bring national attention and support to Flint, Michigan -- a community suffering the effects of lead-poisoned water and under-investment. She also helped spearhead an effort with national partners to produce a first-of-its-kind policy toolkit to provide a robust set of policy ideas for states to advance climate solutions that address both poverty and pollution. With Michelle’s leadership, Green For All has built a powerful coalition that is advancing a national strategy to replicate carbon pricing policy that invests billions into rebuilding the health, wealth, and environment of frontline families. Immediately prior to joining Green For All, Michelle worked in the Issues Management and Policy Analysis unit for the President of the University of California system Janet Napolitano. She also spent five years at the Greenlining Institute, leading state strategy to ensure communities of color have a voice in the major decisions that affect their lives, and received legislative and congressional recognition for her work to engage an unprecedented number of low-income people and people of color in California's citizen redistricting process. Michelle has published research on barriers to voting, advised state and local government agencies about effective practices for engaging communities of color in decision-making processes, wrote and lobbied for legislation, and helped catalyze a shift in the election policy community to design programs that are user-centered.
Andrew Sawyer is the Chief Investment Officer of the Maine Public Employees Retirement System a $12.5 billion state-wide pension fund. Prior to working at MainePERS, Andrew worked for TD Bank, Raytheon Company, Prime Buchholz & Associates, and Fuji Bank. Andrew is a CFA and a CAIA charter holder. Andrew earned a BA from the University of Maine and an MBA from Pace University. He serves as a trustee and investment committee chairman for Holderness School, Mitchell Institute, MaineHealth.
15 years investment experience, 6 years with the firm
Matt is a senior portfolio manager on the Natural Resource equity team and is responsible for the development of investment strategy as well as the day-to-day management of the Water strategy. Matt joined the team in April 2011. He has extensive specialist knowledge and experience in investing in the water sector, including both global public listed equities and private equity. Prior to joining the firm, Matt worked at Water Asset Management where he was an Investment Analyst and at Wedge Capital Management where he was an Equity Analyst. Matt graduated summa cum laude from Tufts University with a BS in Chemical Engineering, holds an MBA in Finance from Columbia Business School & is a CFA charterholder.
Damon A. Silvers is the Director of Policy and Special Counsel for the AFL-CIO. He joined the AFL-CIO as Associate General Counsel in 1997. Mr. Silvers serves on a pro bono basis as a Special Assistant Attorney General for the state of New York and is a Senior Fellow for the Roosevelt Institute. He is a member of the Investor Advisory Committee of the Securities and Exchange Commission, the Treasury Department’s Financial Research Advisory Committee, and the Public Company Accounting Oversight Board’s Investor Advisory Group. Mr. Silvers is also a Roosevelt Institute Fellow and a member of The Century Foundation’s Board of Trustees. From 2008 to 2011, Mr. Silvers served as the Deputy Chair of the Congressional Oversight Panel for TARP. Between 2006 and 2008, Mr. Silvers served as the Chair of the Competition Subcommittee of the United States Treasury Department Advisory Committee on the Auditing Profession and as a member of the United States Treasury Department Investor’s Practice Committee of the President’s Working Group on Financial Markets. Mr. Silvers led the successful efforts to restore pensions to the retirees of Cannon Mills lost in the Executive Life collapse and the severance owed to laid off Enron and WorldCom workers following the collapse of those companies. He served from 2003 to 2006 as pro bono Counsel to the Chairman of ULLICO, Inc. and in that capacity led the successful effort to recover over $50 million related to improperly paid executive compensation. Mr. Silvers received his J.D. with honors from Harvard Law School. He received his M.B.A. with high honors from Harvard Business School and is a Baker Scholar. Mr. Silvers is a graduate of Harvard College, summa cum laude, and has studied history at Kings College, Cambridge University.
Anne Simpson is Investment Director, Sustainability at CalPERS. She oversees CalPERS' sustainability strategy across the approximate $312 billion total fund. This includes CalPERS' work on advocacy, engagement, and integration, working through partnerships. Her strategic priorities include issues framed by CalPERS’ Investment Beliefs and include data and corporate reporting; manager expectations and a focus on climate change, diversity, and inclusion; and alignment of interest. Anne’s previous roles include Investment Director, Global Governance at CalPERS; Senior Faculty Fellow and Lecturer, Yale School of Management; Executive Director, International Corporate Governance Network; Head of the World Bank-OECD, Global Corporate Governance Forum; and Joint Managing Director, Pensions and Investment Research Consultants, Ltd. , where she was a corporate representative with the Investment Management Regulatory Organization and, earlier, the Financial Intermediaries, Managers and Brokers Regulatory Association. Anne is a member of the SEC’s Investor Advisory Committee and she serves as a Board Member of the International Financial Reporting Standards Advisory Council, Public Company Accounting Oversight Board Investor Advisory Group, and the Leadership Council of the Robert F. Kennedy Center for Justice & Human Rights. She also sits on the Advisory Board of the Haas School of Business Center for Responsible Business at the University of California, Berkeley. She is the author of “The Greening of Global Investment,” published by the Economist, and the co-author of “Fair Shares: The Future of Shareholder Power and Responsibility,” published by Oxford University Press. Anne has a master’s degree (converted from a bachelor’s) from Oxford University, where she studied Politics, Philosophy, and Economics. She was a Slater Fellow in development economics at Wellesley College, Massachusetts.
Samantha Smith is a lawyer, an activist and the Director of the Just Transition Centre, an initiative of the International Trade Union Confederation and partners. Building on the power and reach of the global trade union movement, the Centre supports and promotes social dialogue in communities, cities, countries and companies for a just transition to zero carbon and zero poverty. Ms. Smith has worked with climate, energy and social justice issues for more than two decades. Most recently she led WWF’s global climate and energy team, with responsibility for international climate change negotiations, campaigns, renewable energy advocacy, engagement with business, and civil society and movement partnerships. She has served on various international expert groups and task forces on climate and energy. Her passion for climate issues comes from first-hand experiences in the Arctic, where she worked for ten years in the field and with international policy as the Director of WWF’s Global Arctic Programme. Ms. Smith also led project finance and government relations for large-scale renewable energy and emission reduction projects in senior roles within the New Energy division of Statoil in Norway. She was part of the team that helped to establish Statoil’s ground-breaking floating offshore wind power project, Hywind. At the start of her career, Ms. Smith worked served as a corporate litigation attorney specializing in complex financial and securities cases in the United States. She did extensive pro bono work focused on social justice, including co-leading a task force on equal access to justice in the state of California, helping to launch a training program for the California courts on domestic violence response, and representing individuals in cases involving gender rights, children’s rights and poverty law.
Tim is the Director of Environmental, Social and Governance (ESG) Shareowner Engagement, and leads Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. He is actively involved in representing Walden at public events and in fostering long-term client relationships. He is Co-Chair of Walden’s ESG Research & Engagement Committee and a member of the Corporate Governance Committee. Prior to joining the firm in 2000, Tim served as Executive Director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years. ICCR coordinates corporate responsibility programs for over 275 religious, institutional investors committed to using shareholder advocacy to influence corporate conduct and promote social justice. ICCR has been a primary player in the corporate responsibility movement and social investment community since the early 1970s. In 2007, 2012 and 2013, Tim was named as one of the “Top 100 Most Influential People in Business Ethics” by Ethisphere Institute. He is a board member of the General Board of Pension and Health Benefits of the United Methodist Church. In 2010, he received the Bavaria Award for Impact at the third annual Joan Bavaria Awards for Building Sustainability into the Capital Markets. In 2011 and 2012, he was named one of the most influential people in corporate governance by the National Association of Corporate Directors. He serves on a number of sustainability stakeholder dialogue teams with companies as well. Tim previously served as Chair of US SIF, an industry trade group, for five years, and presently serves as Chair of its Public Policy Committee. He serves on the boards of The Thirty Percent Coalition and Shared Interest, and is the Chair of the Kimberly-Clark Sustainability Advisory Board.
Breakout Session | Food Fight? Investors, Companies and Farmers Debate Sustainable Agriculture
Dan Sonke grew up working on his family's almond farm near Ripon, California. An expert on environmental issues in agriculture, Dan has previously served as Assistant Integrated Pest Management Coordinator for the University of Florida, Director of Science for Protected Harvest, and Senior Scientist for SureHarvest, Inc. His Doctorate in Plant Medicine (D.P.M.) is a cutting edge professional degree in crop health management from the University of Florida. He has developed sustainable agriculture programs for fruits, vegetables, mushrooms, and nuts, including the California Almond Sustainability Program. In a reverse twist on the soup-to-nuts approach, he was hired in 2011 by Campbell Soup Company as Manager of Agriculture Sustainability Program to develop the company’s approach to sustainability in agriculture. In this role, he works with vegetable farmers and other ingredient suppliers to track, encourage and enable sustainability progress. He also serves as a resource for the company on agricultural issues. In 2016, he became Director of Sustainable Agriculture, with global responsibility for agriculture sustainability at Campbell.
With members of the Investor Network on Climate Risk Kirsten leads Ceres' investment practices initiatives and represents Ceres on the West Coast for all investor programs. She is part of Ceres’ new California office. Prior to joining Ceres, she served as Chief Deputy Treasurer under California Treasurer Phil Angelides and Director of the Treasurer’s environmental financing authorities. Prior to her government service, Kirsten worked in the labor movement as Chief of Staff for the California Labor Federation, AFL-CIO. With the California Sierra Club and the Ella Baker Center, Kirsten co-founded the California Apollo Alliance. For six years, she chaired the Center for Labor Research and Education at University of California, Berkeley and taught at Boalt Hall School of Law. As a lawyer with the firm of Beeson, Tayer and Bodine she represented unions and their pension plans. In her early career she worked as a community and cultural organizer in Durban, South Africa. Kirsten holds a BA from Yale College in music, a JD from Hastings College of Law and an M.Div. from Church Divinity School of the Pacific. She is an Episcopal priest, wife and mother of two teen-age sons.
Meg is extremely passionate about sharing knowledge of the great things happening around Rochester and with creating a resilient and empathetic community. With a background in Industrial and Systems Engineering and Sustainability, Meg works at Constellation Brands as their Corporate Environmental Sustainability Manager and manages and measures the company’s environmental footprint. Meg has a passion for waste – re-imagining, reusing, repurposing, and recycling to make a long term difference.
Ben Thompson is senior manager of sustainable business at Autodesk and the Autodesk Foundation. In this role, Ben seeks to align Autodesk's people, process, and products to the company's vision to create a better world. Managing Autodesk’s cross organizational sustainable operations teams and strategy, Ben has a track record of expanding sustainability best practices and driving Autodesk to set and reach its commitments to science-based greenhouse gas reductions, 100% renewable energy, integrated reporting, price on carbon, and climate change advocacy and partnerships. A founder of Autodesk's Employee Impact program, Ben equips employees to amplify their impact at work, at home, and in the community. Autodesk’s products are also a key focus, where he uses the company’s own buildings as a “living laboratory” to enhance and simplify sustainable design software. Prior to his work at Autodesk, Ben developed his passion for sustainability while consulting to Washington-based businesses, and drafting campaign plans for green jobs and energy legislation. Ben brings technology and operations expertise from his previous roles at Dolby Laboratories and Iris Distribution. You can often find him hiking and cycling at his home in the Bay Area. Ben is a regular speaker, writer, and contributor to industry standards. He holds a BA in Business from the University of Puget Sound and is a LEED Green Associate.
Wood Turner is a Vice President at Agriculture Capital Management, leading the fund’s environmental and social impact strategies.
Wood brings over 20 years of experience in corporate sustainability, environmental management, and consumer engagement. Before ACM, he was on the executive team at organic yogurt pioneer Stonyfield Farm as VP Sustainability Innovation, after serving as founding executive director of Climate Counts, an international NGO focused on measuring and scoring the world’s largest consumer companies on their enterprise-level responses to climate change. Wood has helped brands, elected officials, and public agencies on mobilize the public around ideas that improve the environment and build community, including a groundbreaking curbside food waste recovery program, the expansion of carshare program access to underrepresented communities, development of a shuttle program for Bay Area biotech workers, and a citizen engagement program that nearly resulted in innovative fixed-rail for Seattle. He worked with the plastics industry on policy and product stewardship and was instrumental in developing Urban Ecology’s “Blueprint for a Sustainable Bay Area.” He worked for many years on the alignment of economic and recreation demands with natural resource conservation in the Pacific Northwest.
Born and raised in North Carolina, Wood has degrees from Duke University and the University of Washington.
Peter is a Senior Engagement Specialist for Robeco’s Active Ownership department and covers the consumer staples and healthcare sector. Specific areas of expertise are labor rights, supply chain management, nutrition, access to medicine, sustainable agricultural production and animal welfare. He is member of the Advisory Board of the Principles for Responsible Investing (PRI) working group on Labour Standards in the Agricultural Supply Chain, Water in the Agricultural Supply Chain and Sustainable Palm oil and sits on the Advisory Board of the joint Ceres/PRI Deforestation investor working group. Building on his previous experience in the Food & Agri sector he is involved in impact investing research efforts within the Robeco group. Peter gained over four years of professional experience in business development in frontier markets before joining Robeco in 2011. Peter holds a master’s degree in Environmental Sciences from Wageningen University with a minor in Entrepreneurship.
Breakout Session | Integrating Water Risks and Opportunities in Investment Strategies
Kristel works as an Active Ownership Specialist at ACTIAM. ACTIAM is a Dutch asset and fund manager with a very strong focus on responsible investment. Water is one of ACTIAM’s focus themes and as such is an important area within its responsible investment strategy. At ACTIAM Kristel is both responsible for the water strategy as well as part of the active ownership team. Prior to ACTIAM she worked with the SNS REAAL Water Fund and economic research consultancy Profundo. Kristel has a background in development economics.
As a Director in the Corporate Program, John Weiss advocates for sustainability leadership among companies in the energy and energy-related sectors, including electric power utilities, oil and gas producers, and automobile manufacturers, advising Ceres member companies in these industries on sustainability strategy, disclosure, and stakeholder engagement. John came to Ceres after more than 15 years as a consultant to clients in the public and private sectors. His work has addressed a broad range of environmental and energy-related issues, ranging from the costs and benefits of developing offshore fossil and renewable energy resources and the design of government initiatives to promote greater energy efficiency in residential and commercial buildings, to the valuation of natural resource services harmed by oil spills and hazardous waste site contamination. He also worked for several years at Cambridge Energy Research Associates, where he developed and communicated strategic insights to a global energy industry clientele. John holds a Bachelor’s degree in Geological Sciences from Brown University and a Master of Science degree in Technology and Policy from the Massachusetts Institute of Technology.
Gregory Wetstone is President and Chief Executive Officer of the American Council On Renewable Energy (ACORE). ACORE is a national nonprofit organization dedicated to advancing renewable energy through finance, policy, and market development. With member companies from across the spectrum of renewable energy technologies and close ties to the renewable energy finance sector, ACORE is the preeminent voice for the nation’s renewable energy industry. Prior to joining ACORE Greg oversaw government affairs as Vice President for Terra-Gen Power LLC, a renewable energy company with utility-scale wind, solar and geothermal energy facilities. Prior to his six year term with Terra-Gen, he served as Senior Director for Government and Public Affairs at the American Wind Energy Association (AWEA) and Director of Programs at the Natural Resources Defense Council (NRDC), where he founded the legislative program. Earlier in his career, Greg was Senior Counsel to the House Energy and Commerce Committee, and played an important role in crafting a number of important laws including the 1990 Clean Air Act Amendments. Prior to joining the Committee staff, Greg was Director of the Air and Water Pollution Program at the Environmental Law Institute, where he co-authored a desk reference on pollution law (Air and Water Pollution Law 1980, revised ed. 1982) and a groundbreaking book on transboundary air pollution (Acid Rain in Europe and North America, 1983; also published in German by Dreisam Publishing, 1985). Greg has written and spoken widely on energy and environmental issues. His writings have appeared in the New York Times, The Washington Post, the Atlanta Constitution, the Miami Herald, the San Francisco Chronicle, the San Diego Union Tribune and other newspapers and magazines across the nation. Greg’s has appeared on the ABC Nightly News, the NewsHour with Jim Lehrer, NBC World News Tonight, CNN, and National Public Radio.
As Senior Manager for Strategic Partnerships, Lindsey develops and leads program-related partnerships for Ceres, including alliances with partner NGOs toward shared sustainability goals. She also directs Ceres' Family Offices and Family Foundations Initiative, providing guidance and advocacy for families and foundations on factoring climate risks and opportunities into investment policies and practices. Lindsey previously worked in foundation development at Ceres, securing funding for programs and operations and cultivating and managing foundation partnerships. She began her career at Houghton Mifflin Harcourt. Lindsey graduated with honors from Princeton University with a B.A. in history and holds an MBA from the Yale School of Management, where her studies focused on the intersection of business and the environment and on impact investing. During graduate school, Lindsey interned for the Riverside Company, a global private equity firm, developing an ESG screen for its due diligence process and leading sustainability-focused communications projects.
A Massachusetts native, Lindsey is an active community volunteer and avid Boston sports fan. She currently co-chairs the Boston chapter of WISE (Women Investing for a Sustainable Economy).
Fiona joined BHP Billiton in 2010 as Senior Manager, Environment and was successfully appointed to the role of Vice President, Environment and Climate Change in February 2013. In these roles, she was accountable for developing and maintaining global performance requirements in water, land and biodiversity and greenhouse gas emissions management. She advised the Board and senior management on emerging environmental and climate change trends and represented BHP Billiton in engagements with both national and international stakeholders, including NGOs, academics, industry associations, governments and investors. In 2015, she led a review of BHP Billiton’s approach to climate change to develop an updated Company position and strategy. This includes activities in the areas of mitigation, adaptation, portfolio evaluation, stakeholder engagement and low emissions technology. As part of this strategy, she developed BHP Billiton’s Climate Change Portfolio Analysis report, an industry-leading analysis that describes the impact of both an orderly and a rapid transition to a low carbon future on the valuation of the company’s portfolio. In December 2015, she was appointed to the Financial Stability Board’s Task Force on Climate-related Financial Disclosures, reporting to the G20. The Task Force released its report in December 2016 at www.fsb-tcfd.org. In April 2016, she was appointed to a new role as Vice President, Sustainability and Climate Change. In this broader role, she leads the design and implementation of BHP Billiton’s approach to all sustainability-related issues, including climate change, environment, community and social policy. Fiona also holds several Board positions, including as a Director of IETA, which aims to build international policy and market frameworks for reducing emissions at lowest cost, and CO2CRC, one of the world's leading collaborative research organisations focused on CCS. She is a member of the Australian Institute of Company Directors.
Breakout Session | Not Just Any Downturn: The Oil & Gas Industry Faces the Clean Energy Future
Helen leads CCLA’s climate change stewardship work. This includes convening the ‘Aiming for A’ investor coalition in the UK which co-filed successful shareholder resolutions at the 2015 BP and Royal Dutch Shell AGMs, participating in the Institutional Investors Group on Climate Change’s policy working group and chairing its new Resolutions Sub-Group. Helen joined CCLA in 2008. Prior to this she worked as a consultant to CCLA and the sector, and was the Executive Director of UKSIF from 2002 to 2005. She started her career at NatWest in 1990 specialising in strategy development and project management across the group. She is also a Strategic Advisor to the $100tn Carbon Disclosure Project, a member of FTSE’s ESG advisory and criteria groups, and part of the BankingFutures steering group.
Plenary | Embracing the Transformation: PG&E and the Clean Energy Future
Geisha J. Williams is President and CEO of PG&E Corporation. Prior to that Ms. Williams had been President, Electric, at Pacific Gas and Electric Company since 2015 and a member of the utility’s board of directors. Williams has more than three decades of experience in the utility industry. Williams and her team are responsible for the end-to-end delivery of safe, reliable, affordable and clean gas and electricity to 16 million people in northern and central California. Her focus on renewables integration, grid modernization and smart grid technologies has resulted in PG&E customers benefitting from the best electric reliability in company history while also receiving energy that is nearly 70 percent greenhouse gas free. Williams joined PG&E in 2007 and previously was the Utility’s President, Electric, and prior to that, Executive Vice President, Electric Operations. In her role as President, Williams led all aspects of the Utility’s electric business, including power generation, nuclear operations, transmission, distribution, and substation operations, asset management and strategy, energy procurement and customer care. Before PG&E, she held officer-level positions leading electric distribution, as well as a variety of positions of increasing responsibility in customer service, marketing, external affairs and electric operations at Florida Power and Light Company. Williams is a director at the Edison Electric Institute, the Institute of Nuclear Power Operations, and the Association of Edison Illuminating Companies. She also serves as the board chair for the Center for Energy Workforce Development and is an active participant in Executive Women in Energy. Her involvement with the community includes serving as a trustee of the California Academy of Sciences and a member of the University of Miami President’s Council. She is a five-time recipient of the Bay Area Most Influential Women in Business Award, and in 2014 she was honored with Leadership California’s Trailblazer Award.
Karen works with our partners on the evolution of water utility business models and financial practices—creating a path toward the development of the next generation of freshwater infrastructure projects that can sustain and protect the nation’s water resources. As part of this work, Karen manages CFO Connect, a network of utility finance directors transitioning the way they do business to be more resilient in an increasingly water scarce world. She is also helping to advance a water climate bond standard, and a framework for water sector disclosure and credit assessment that will channel capital to green infrastructure in cities across the US. Karen brings an extensive urban planning, corporate sustainability and philanthropy background to her work, with experience at ICLEI, the Seaside Institute and the Orton Family Foundation. Most recently, as Director of Sustainability & CSR at Keurig Green Mountain, Karen developed the company’s strategic and philanthropic initiatives in sustainable water in the US and globally.
Ion Yadigaroglu has been Managing Principal at Capricorn Investment Group since 2004. Capricorn was born from a belief that values-based, sustainable investment practices can enhance return rates. Underlying that principled approach has always been a deep desire to demonstrate the huge investment potential that resides in breakthrough commercial solutions to the world’s most pressing problems. Prior to Capricorn, Ion was a Director with Koch Industries, executing a range of acquisitions and investments. Prior to Koch, he was a founder and Chief Executive Officer at Bivio, a software startup in Colorado, and an Analyst for Olsen & Associates, a foreign exchange analytics company. Ion was a research fellow at Columbia University and holds a Masters in Physics from Eidgenössische Technische Hochschule Zürich in Switzerland and a Ph.D. in Astrophysics from Stanford University. Ion serves on a number of boards including those of Agrica, Ceres, Encourage Capital, Falcon WaterFree, Sunpreme and TrueCar.
State Controller Betty T. Yee was elected in November 2014, following two terms of service on the Board of Equalization. As Controller, she continues to serve the Board as its fifth voting member. Ms. Yee was first elected to the Board of Equalization in 2006 where she represented 21 counties in northern and central California. She was elected to her second four-year term in 2010. Now serving as the state’s Chief Fiscal Officer, Ms. Yee also chairs the Franchise Tax Board and serves as a member of the California Public Employees’ Retirement System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS) Boards. These two boards have a combined portfolio of nearly $500 billion. Ms. Yee has over 30 years of experience in public service, specializing in state and local finance and tax policy. Ms. Yee previously served as Chief Deputy Director for Budget with the California Department of Finance where she led the development of the Governor’s Budget, negotiations with the Legislature and key budget stakeholders, and fiscal analyses of legislation on behalf of the Administration. Prior to this, she served in senior staff positions for several fiscal and policy committees in both houses of the California State Legislature. Ms. Yee currently serves on the board of directors for the Equality California Institute. She is a cofounder of the Asian Pacific Youth Leadership Project, which exposes California high school youth to the public service, public policy, and political arenas. A native of San Francisco, Ms. Yee received her bachelor’s degree in Sociology from the University of California, Berkeley, and her master’s degree in Public Administration from Golden Gate University, San Francisco.
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