John Adams is Managing Director of XMS Capital Partners. He has 27 years of experience in investment banking working across a number of industries in M&A, public and private financing as well as restructuring. During 1986-1999 he was with Morgan Stanley in New York, Chicago and London where he ran the firm’s European M&A Business Development effort. From 1999-2013 he was with Lazard in Chicago where he ran the firm’s Midwest Investment Banking business, the North American Private Equity business and the global automotive group.  

Michael P. Brady, President and CEO at Greyston Bakery, is building on the Bakery’s 30-year heritage as a model for social enterprise. Greyston is best known for a 24-year relationship baking the brownies that go into Ben and Jerry’s Chocolate Fudge Brownie ice cream.  Brady’s passion for social entrepreneurism and the use of business to solve social issues are fundamental to his work at Greyston Bakery.  Before to joining Greyston, Brady launched the first incubator in the country dedicated to organic food production and distribution. He spent over 20 years in strategy and management positions identifying and exploiting new business opportunities in high-growth and transitional industries.  Brady is also a business advisor to the American Sustainable Business Council (ASBC) helping to promote policies for a more sustainable economy. 
                         

Anthony Cortese, ScD, is Co-Principal of the Intentional Endowments Network. IEN supports colleges, universities, and other mission-driven tax-exempt organizations in aligning their endowment investment practices with their mission, values and sustainability goals. Cortese was the founder along with John Kerry and Teresa Heinz Kerry of Second Nature, the Boston-based organization committed to promoting sustainability through higher education. He served as president from 1993 to 2012. Cortese was the organizer of the American College & University Presidents Climate Commitment and co-founder of the Association for the Advancement of Sustainability in Higher Education and the Higher Education Associations Sustainability Consortium.

Cortese was formerly the Commissioner of the Massachusetts Department of Environmental Protection. He was the first Dean of Environmental Programs at Tufts University and founded the award-winning Tufts Environmental Literacy Institute in 1989 that helped integrate environmental and sustainability perspectives in over 175 courses. He also organized the effort that resulted in the internationally acclaimed Talloires Declaration of University Leaders for a Sustainable Future in 1990 now signed by over 350 presidents and chancellors in over 50 countries. Cortese is a trustee of Green Mountain College, a former trustee of Tufts University and a Fellow of the American Association for the Advancement of Science. He is a frequent consultant and presenter to higher education, industry and non-profit organizations on institutionalization of sustainability principles and programs. His essays on Education for Sustainability serve as foundational reading for transforming the education and practice of higher education. Cortese has BS and MS degrees from Tufts University in civil and environmental engineering             

Michelle DePass is the Dean of the Milano School of International Affairs, Management and Urban Policy and Tishman Professor of Environmental Policy and Management at The New School. She joined Milano in November 2013 from the Environmental Protection Agency (EPA), where since 2009 she had served as Assistant Administrator for International and Tribal Affairs. In this presidentially appointed, senate-confirmed position, DePass was responsible for all dimensions of environmental policy between the EPA and other nations, federally recognized tribal nations, and multilateral institutions and donors.

Before  joining the EPA, DePass was a Program Officer at the Ford Foundation, with a portfolio focused on the green economy and climate change, environmental health and justice, and indigenous environmental rights. In her two-decade career in sustainability and public service, DePass has also served as founding Executive Director of the New York Environmental Justice Alliance, Senior Policy Advisor to the commissioner of the New Jersey Department of Environmental Protection, and Environmental Manager for the City of San Jose. A lawyer by training, DePass was also the Kunstler Fellow for Civil Rights at the Center for Constitutional Rights in New York City. She is a sought after civil society leader and has served on dozens of boards and advisory committees to government, NGO’s and international organizations. DePass holds a bachelor’s degree from Tufts University, a Juris Doctor from Fordham Law School and a Master of Public Administration from Baruch College, where she was a National Urban Fellow.              

Eileen Fisher, Chief Creative Officer of EILEEN FISHER, Inc, launched a clothing company in 1984 that became well-known for its simple, beautiful designs. With nearly 70 stores across the US, Canada, and UK, Eileen has built a company guided by a distinctive aesthetic and an ongoing commitment to supporting women, human rights, and making a positive impact in the world. She attributes the company’s vision and success to an emphasis on collaboration, community and connection. "I’ve learned through the kind of collaboration we practice at EILEEN FISHER that when people create community and connect with others, they can do things that wouldn’t be possible if they acted alone.” Eileen has dedicated her career to social change, mindful leadership, and exploring ways people can find purpose in their work. One of her biggest current focuses is personal development. She believes that by nurturing growth in ourselves and others, by pursuing individual purpose and freeing ourselves of limiting beliefs and behaviors, we find greater meaning and fulfillment in our lives.

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

 Holmes Hummel is the founder of Clean Energy Works, which connects champions of energy efficiency and renewable energy with resources that accelerate investment in the deployment of clean energy solutions. In addition, Hummel serves on the board of Cleantech Open, the world’s largest accelerator built to find, fund, and foster the most promising cleantech startups and also on the board of Cornerstone Capital Inc.

In 2009, Hummel was appointed as the Senior Policy Advisor in the US Department of Energy’s Office of Policy & International Affairs, serving through 2013. In that capacity, Hummel engaged a wide range of industry and public interest stakeholders to inform energy policy decisions on such topics as clean energy finance, water-energy interdependency, natural gas resource development, trade policy, climate change, environmental regulation and grid reliability. In addition to stewarding agency work on energy and climate policy development, Hummel founded the Water-Energy Technology Team within DOE and also led the DOE Energy Finance Working Group.

In earlier public service, Hummel served as a Congressional Science Fellow focused on energy and climate policy. Prior to moving to Washington, DC, Hummel designed corporate energy strategies for clients of Silicon Energy, an energy software firm acquired by Itron, and later consulted briefly with the Google Energy & Climate team. In graduate studies, Hummel researched ways to interpret energy scenarios for climate stabilization as one of the first to earn a doctorate degree from the Interdisciplinary Program on Environment and Resources at Stanford University.

Mitchel Kraskin is one of the principals and co-founders of Compliance Science, Inc. (CSI) and is the company’s chief product evangelist. Under his leadership, CSI has developed several groundbreaking compliance systems including PTCC™, C-TRAC™ and CSI DocVault™ for Investment Advisors, Broker/Dealers, Banks, Private Equity Firms and Hedge Funds who need to demonstrate and certify effective internal controls to clients and regulators.

Kraskin has over 25 years of executive experience managing the creation and delivery of software to investment advisors, asset management firms, investment banks and brokerage firms. He has led software design and development teams for trading systems, compliance systems, portfolio/risk management systems and other applications that support trading activity in the Equities, Fixed Income, Foreign Exchange, Mortgage Backed Securities and Money Markets. From 1997 to 2002, Kraskin was the founder, CEO and President of Compliance Tools Inc. (CTI) – a software company that pioneered Personal Trading Surveillance automation via intranet based enterprise software. In 2002, CTI was acquired by CCH Incorporated, a Wolters Kluwer NA company.

His career has also included derivatives trading at Citicorp North American Investment Bank, senior positions at trading software vendors Merrin Financial and The Longview Group, and consulting at Morgan Stanley Asset Management. Kraskin is a graduate of Columbia University.

Nancy Pfund is Founder and Managing Partner of DBL Investors, located in San Francisco. She sponsors or sits on the board of directors of several companies, including; SolarCity (NASDAQ: SCTY) on both the audit and compensation committees, BrightSource Energy, Primus Power, Eco.logic Brands, EcoScraps, OPx Biotechnologies, and, prior to their public offerings, Tesla Motors and Pandora Media.  Pfund was featured #17 in the 2014 FORTUNE Inaugural World’s Top 25 Eco-Innovators, and is Chair of the Advisory Council of the Bill Lane Center for the American West at Stanford University, a member of the Advisory Board of: the Lawrence Berkeley National Laboratory (Berkeley Lab), and the UC Davis Center for Energy Efficiency, Lecturer in Management at the Stanford Graduate School of Business, a board member of the California STEM Learning Network (CSLNet), a C3E Ambassador to the US Clean Energy Education and Empowerment Program, led by the US Department of Energy, and a founding officer and director of ABC2, a foundation aimed at accelerating a cure for brain cancer.  Pfund received her BA and MA in anthropology from Stanford University, and her MBA from the Yale School of Management. 

Frederick Rogers has been the vice president and treasurer of Carleton College since August 2004. Over the past 30 years he has served as the financial officer in higher education at Carnegie Mellon University and Cornell University before joining Carleton College. He has been a leader and innovator among university business officers for 25 years with direct experience in the full suite of campus administrative and business responsibilities. A strong believer in collaborative work and mentoring, Rogers has been a presenter at many professional meetings and organizations and served as the director of the Cornell/EACUBO Administrative Management Institute for 21 years. Fred has served on a number of Boards of Directors including the Cornell Research Foundation, Tompkins County Foundation, United Way of Tompkins County, Wheeling Pittsburgh Steel Corporation, EACUBO and the Council of Government Relations (COGR and as a trustee of the Lebanese American University. He serves as the chair of the NACUBO Sustainability Advisory Committee and is on the Board of the Private College 529 Plan. Fred is the Vice President of the Northfield Economic Development Authority and a member of Rotary International. Rogers has written or co-authored a series of white papers with the Commonfund Institute on the subject of endowment management, payouts and giving that are available on the Commonfund website and serves on the NACUBO / Commonfund Endowment Survey advisory board.   He holds a BA in mathematics from Carleton College and an MS with distinction from Carnegie Mellon’s Heinz School of Public Policy.

James E. Rogers is the former CEO and Chairman of the Board of Duke Energy. During his 25 years as a CEO in the utility industry, Rogers engineered a series of acquisitions and mergers creating the largest electric utility in the US, as measured by market capitalization. Under Rogers' leadership, Duke Energy was recognized as a leader in sustainability. In 2010 and 2011, the company was named to the elite Dow Jones Sustainability World Index; it has been a part of the Dow Jones Sustainability Index for North America for the past nine years.

Rogers has advocated investing in energy efficiency, modernizing the electric infrastructure, and pursuing advanced technologies and nuclear energy to grow the economy and transition to a low-carbon future. He serves as vice chairman of the World Business Council for Sustainable Development and is a member of the global board of directors of The Nature Conservancy. Rogers was also a founding member of the US Climate Action Partnership, a collaboration of leading businesses and environmental groups that came together to call on the federal government to enact legislation to reduce greenhouse gas emissions. In the course of his career, Rogers has served on the boards of directors of eight Fortune 500 companies as well as numerous non-profits and think tanks.

Before becoming a CEO, Rogers served as deputy general counsel for litigation and enforcement for the Federal Energy Regulatory Commission (FERC), executive vice president of interstate pipelines for the Enron Gas Pipeline Group, and as a partner in the Washington, DC, law office of Akin Gump Strauss Hauer & Feld. He earned Bachelor of Business Administration and Juris Doctor degrees from the University of Kentucky. 

Sonal Shah is Professor of Practice and the founding Executive Director of the Beeck Center for Social Impact & Innovation at Georgetown University. Shah is an economist and entrepreneur who has spent her career focused on actionable innovation in in government, business and the non-profit sectors. She is the former Deputy Assistant to the President and Director of the first White House Office of Social Innovation and Civic Participation that focused on investing in and scaling innovative models in the social sector. She also served on President Obama's Transition Board overseeing the Technology, Innovation, Government Reform working group. Before joining the White House, Shah led Google’s global development initiatives for its new philanthropy/investment, Google.org. Her team led the efforts of growing small and medium sized enterprises and leveraging for civic engagement in Kenya, Tanzania, Uganda and India. Prior to Google, Shah was a Vice President at Goldman Sachs, Inc. where she developed and managed the firm’s environmental strategy. She spent seven years at the U.S. Department of Treasury where she was an international economist working on development issues, including post-conflict development in Bosnia, Asian financial crisis, and poverty reduction in Africa. Shah received her MA in Economics from Duke University and BA in Economics from the University of Chicago. She is a Senior Fellow at the Case Foundation working on Impact Investing; Senior Fellow at the Center for American Progress on social innovation; an Institute of Politics fellow at Harvard University; an Aspen Crown Fellow; and a Next Generation Fellow. She leads the G7 International Development Working Group for Impact Investing.  

Kurt A. Summers Jr., Chicago’s newest City Treasurer, is the steward of the city’s $7 billion dollar investment portfolio, responsible for maintaining records and accounts of the city’s finances, and an advocate for programs that promote economic growth and financial literacy. Summers has hit the ground running: he has proposed an ambitious and audacious 90-day-plan called “Invest in Our Chicago.” The document is intended to act as a roadmap, focused on leveraging Chicago’s economic power to increase investment in its residents, workers, businesses and neighborhoods.  

Before answering the call to serve as City Treasurer, Summers was a Senior Vice President at Grosvenor Capital Management and a member of the Office of the Chairman. In this role, he was a leader of the Emerging and Diverse Manager business, which invested over $2 billion with minority- and women-owned firms. Prior to joining Grosvenor, Summers served as Chief of Staff to the Cook County Board President Toni Preckwinkle and as the appointed Trustee for the Cook County Pension Fund. Summers led the closure of a $487 million budget deficit while keeping the administration’s promise to rollback the county sales tax, saving taxpayers more than $400 million a year. He also helped pave the way for a more sustainable health and hospitals system.

His first foray into public service was as an aide to Congressman Bobby Rush in 2000. A few years later, he was a James H. Dunn Fellow and aide to the Chief of Staff in the Illinois Governor’s Office.  Summers was Chief of Staff for Chicago 2016, the city’s bid for the 2016 Summer Olympic Games. He currently serves on the boards of Navy Pier, Get In Chicago and as the co-chair of the Friends of Lucas Museum, in support of The George Lucas Museum of Narrative Art. 

 John Taft is CEO of RBC Wealth Management in the US. Taft is responsible for RBC's wealth management growth strategy in the US by helping clients achieve their financial objectives through a full- service wealth management offering (investment management, retirement planning, cash management, credit and lending, insurance trust, estate planning and other solutions); and, in doing so, enhancing the productivity of financial advisors and relationship managers in RBC's Private Client Group, Correspondent Services, Advisor Services and US-based international businesses

Taft has worked in financial services since 1981. Active in the Securities Industry and Financial Markets Association (SIFMA), the leading securities industry trade group representing securities firms, banks and asset managers in the US, he served as chairman-elect in 2010 and chairman in 2011. He is an industry thought leader who frequently speaks at government and industry events and who is widely quoted in the media. An active diversity advocate around issues of gender identity, Taft serves as executive sponsor for RBC WM – US’s Proud RBC Individuals for Diversity and Equality (PRIDE) employee resource group.

He is the author of Stewardship: Lessons Learned from the Lost Culture of Wall Street, a book that explores the importance of stewardship as a core principle – for him personally, for the financial services industry, for the global financial system, and for society at large.

Taft graduated Magna Cum Laude, Phi Beta Kappa, with a bachelor of arts from Yale and earned a master's degree in public and private management from the Yale School of Organization and Management.

 Darren Walker is president of the Ford Foundation, the second largest philanthropy in the United States with over $11 billion in assets and $500 million in annual giving.

Before being named president in 2013, Walker served as the foundation’s vice president for Education, Creativity and Free Expression, where he shaped more than $140 million in annual grant-making around the world, covering areas as diverse as media and journalism, arts and culture, sexuality and reproductive health and rights, educational access and opportunity, and religion. He was a driving force behind initiatives such as JustFilms, one of the largest documentary film funds in the world, and public-private collaborations such as ArtPlace, which supports cultural development in cities and rural areas in America.

Before joining the Ford Foundation in 2010, Walker was vice president for foundation initiatives at the Rockefeller Foundation, where he led both domestic and global programs and helped to guide the foundation’s programs in education, civil rights, workforce development and program related investments.

Walker entered the nonprofit sector as chief operating officer for the Abyssinian Development Corporation, a community development organization in Harlem. There he led efforts to develop over 1,000 units of housing for low and moderate-income families, was involved in two of Harlem’s largest privately financed commercial projects in 30 years, and oversaw the development of the first public school built in New York City by a community organization. He is a 1982 graduate of The University of Texas at Austin and a 1986 graduate of its Law School.

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

Shelley Alpern  is Director of Social Research & Shareholder Advocacy at Clean Yield Asset Management. In her two decades in the field of sustainable and responsible investing, Alpern has led numerous corporate engagements on a wide range of issues, including climate change and other environmental impacts, corporate political contributions, LGBT workplace policies and more. Alpern is also the recipient of the SRI Service Award and the Silent Spring Institute’s Rachel Carson Award, and has received several recognitions for her leadership on LGBT policies. She serves on the board of the Center for Political Accountability.

Deno Andrews  is the President of Felony Franks. Andrews leveraged his business education and experience as a corporate executive to become a social entrepreneur practicing what he describes as “capitalism with a cause.” As President of both Felony Franks and the Rescue Foundation, he has created a scalable and effective solution to the problems of limited jobs and resources for ex-offenders. Felony Franks is an upscale fast-food restaurant that employs and uniquely trains ex-offenders. Rescue Foundation is a not-for-profit organization that provides ongoing life training including financial literacy, one-on-one mentorship, and cultural experiences that are absent in the lives of many ex-offenders. Andrews believes that meaningful employment is one only of many needed components to successfully reduce criminal recidivism rates. His model is already positively changing the lives of his all-ex-offender staff who proudly serve food people are raving about. Andrews is currently in the process of franchising Felony Franks in order to one day replicate the solution all over the United States.

Nancy Andrews  is the President and Chief Executive Officer of the Low Income Investment Fund (LIIF), an approximately $800 million Community Development Financial Institution. LIIF has invested $1.7 billion in community projects, serving 1.7 million people. LIIF’s investments have leveraged $8.1 billion in private capital for distressed communities, generating over $45 billion in social benefits. LIIF has offices in four locations: San Francisco (HQ), Los Angeles, New York and Washington, DC. Andrews’ 30-year career includes work with the Ford Foundation, with the Community Development Financial Institutions Fund within the Department of the Treasury and the Department of Housing and Urban Development. She is frequently asked to testify before Congress and speak at conferences. Her most recent book, jointly edited with David Erickson, is titled Investing in What Works for America’s Communities: Essays on People, Place, and Purpose.

Andrew Behar is the CEO of As You Sow, a nonprofit organization dedicated to increasing environmental and social corporate responsibility. Founded in 1992, As You Sow envisions a safe, just and sustainable world in which environmental health and human rights are central to corporate decision making. The Energy, Environmental Health, Waste, Proxy Power and Human Rights programs create industry-wide change through corporate dialogue, shareholder advocacy, coalition building and innovative legal strategies. Behar was brought into As You Sow in 2009 to develop a strategic plan, after which he was asked to lead the organization in its implementation. Behar brings over 30 years of experience as a senior executive and strategist in the clean-tech, communications, and life science sectors. Before to As You Sow, he founded a clean-tech start-up to develop innovative fuel cell technologies for grid-scale energy storage, a biofuel start-up and a medical device start-up. He also has experience in media. He ran a media and technology company for 15 years that developed interactive technology. He also has directed and produced several feature length documentary films, one of which, “Tie-Died: Rock ‘n Roll’s Most Deadicated Fans,” followed the followers of the Grateful Dead and premiered at Sundance.

Sarah Cleveland is CEO and founder of Sarah Cleveland Consulting, which she she founded in 2011 to further industry efforts to mainstream sustainable investment. Previously Cleveland advised institutional investors on investment strategy, implementation and ongoing monitoring. As senior consultant with Towers Watson Investment Services as well as Rogerscasey, she consulted with a broad spectrum of asset owners such as endowments, foundations, healthcare organizations, as well as corporate and public retirement plans. She has collaborated on projects with the UN Environment Program Finance Initiative and the UN Global Reporting Initiative, and served as the North American liaison for Towers Watson’s sustainable investment team. In addition, Sarah has served as the Vice Chair and board member of US SIF: The Forum for Sustainable and Responsible Investment, and currently serves as an Investment and Audit Committee Member for The Russell Family Foundation; a Board Member of the Northwest Earth Institute; and an Advisory Board Member of the Journal of Environmental Investing.  In addition to an MS in Agricultural and Resource Economics, Sarah earned a BS in Agricultural and Resource Economics, cum laude, from the University of Massachusetts, Amherst.

Mark Campanale is the Founder of the Carbon Tracker Initiative and conceived the ‘unburnable carbon’ capital markets thesis. He commissioned and was editor of Unburnable Carbon, are markets carrying a carbon bubble report. Campanale is responsible for management strategy, board matters and developing our capital markets framework analysis. Prior to forming Carbon Tracker, he had twenty five years experience in sustainable financial markets.

Campanale is a co-founder of some of the first responsible investment funds at Jupiter Asset Management in 1989, NPI, AMP Capital, and Henderson Global Investors. He served on the World Business Council for Sustainable Development working group on capital markets leading up to the 1992 Earth Summit; was a Member of the Steering Committee of UNEP Financial Sector Initiative, and continues to advise a number of investment funds including Armstrong Energy. He was a Founder Director of the UK Sustainable and Responsible Investment Forum (UKSIF), is a member of the Advisory Council of SASB (Sustainable Accounting Standards Board) and ImpactBase.org and the UNEP-WRI working group on greenhouse gas emissions and the financial sector. Campanale has a BA in Politics & Economic History and an MSc in Agricultural Economics.

Jordan Dekhayser, CFA,  is a Senior Quantitative Research Analyst on Northern Trust’s Global Equity team. In this role he works with asset management product teams to development investment strategies centered on investor interests and needs. He is a member of Northern Trust’s cross functional responsible investing committee. As such, he is influential in the production of thought leadership materials and developing new ideas to ensure that Environmental, Social and Governance (ESG) thinking remains central to developing new investment solutions. Previously, he was a Senior Portfolio Manager on the Global Equity team responsible for managing a variety of institutional and retail strategies, and was lead equity ETF portfolio manager. Before joining Northern Trust in 2008, Dekhayser worked at Deutsche Bank as a sales-trader for the Global Equity Program Trading team where he covered US institutional clients trading global equities. Dekhayser earned his Bachelor of Science in Finance from Rutgers University. He is a CFA Charterholder and has been a member of the CFA Institute and NYSSA since 2008.

Patrick Doherty is Director of Corporate Governance in the Office of the New York State Comptroller, where he helps develop and administer corporate responsibility initiatives for the $183bn New York State Common Retirement Fund. Prior to coming to the State Comptroller’s Office in 2010, Doherty was Director of Corporate Social Responsibility in the New York City Comptroller’s Office. He has had a long history of managing corporate engagements, helping to negotiate scores of agreements with State and City portfolio corporations on a wide range of CSR issues. Doherty holds BA and JD degrees from Hofstra University and a MIA from the Columbia University’s School of International and Public Affairs. He has been a member of the New York State Bar since 1985.

Eve Ellis  is senior partner in The Matterhorn Group at Morgan Stanley, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses and nonprofit institutions. She is also portfolio manager of two actively managed investment portfolios for investors seeking financial and social returns: The Parity Portfolio Strategy, a gender lens portfolio, and Matterhorn Global Sustainability Portfolio Strategy. A Yale graduate, Ellis is a CFP™, CIMA®, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. She was certified by the Institute for Preparing Heirs, and is a member of the Association of Professional Investment Consultants (APIC) and Forum for Sustainable and Responsible Investment (US SIF). Ellis is active in numerous organizations including the Ms. Foundation for Women, Jewish Women’s Archive, Maccabi USA, 100 Women in Hedge Funds Philanthropy Committee, Congregation Rodeph Sholom, 2020 Women on Boards, the Thirty Percent Coalition and The 30% Club.

Shari Gilfillan is a member of the UBS Sustainable Equities team, which is responsible for constructing and managing equity funds for sustainable investors. She has primary responsibility for the overall product positioning and development of Sustainable Equity Strategies, as well as marketing and communications to existing and prospective clients globally. She also performs portfolio construction analysis to improve investment decisions, uses Barra risk management tools to align portfolio active risk with the top investment ideas and is the Deputy Portfolio Manager on the Global Sustainable Portfolio. Prior to her current role, Gilfillan was a Portfolio Manager on the Global Equities Team for over 10 years and was responsible for constructing and managing global equity portfolios. Before joining UBS Global Asset Management in 1996, she was an Investment Associate at Northern Trust. She holds a BS from Miami University and an MBA from DePaul University.

Wendy Hershey is a principal and senior investment consultant in the St. Louis office of Mercer’s Investments business. In 2009, she joined Hammond Associates, which was acquired by Mercer in 2011.  Hershey works with non-profit and corporate clients, consulting in the areas of investment policy, asset allocation, manager selection and monitoring, and risk management. Several of her clients have unique environmental, social and governance (ESG) mandates or are contemplating such mandates, including fossil fuel divestment. Hershey’s past experience includes client advisory and portfolio management at the JP Morgan Private Bank and BBVA Compass, as well as institutional retirement sales and product engineering at State Street Global Advisors. She received an MBA in finance from the Owen Graduate School of Management at Vanderbilt University in 2001 and a 1992 undergraduate degree in East Asian Studies from Wesleyan University. 

Gary Hewitt is the Director of Governance at Sustainalytics,where he leads the development of an expanded suite of corporate governance research and data products. As the former managing director and head of research at GMI Ratings, Hewitt brings specialized expertise and experience that will help Sustainalytics build out a team dedicated to corporate governance issues and enhance its overall ratings and research. At GMI, he oversaw ESG data operations, research and thought leadership. He joined GMI following more than seven years at Institutional Shareholder Services (ISS) where he served as an executive director and senior governance research analyst focusing on executive compensation analysis and governance ratings. Previously, he managed a team of researchers with Watson Wyatt, overseeing methodology, technology and client delivery components of benefits valuation and benchmarking.  He has a PhD from Princeton University and a CFA designation.

Mark Hines is Manager of Equities at Wespath Investment Management. Hines joined the Wespath division in March 2010. In his role, he is responsible for executing and administering the equities investment program. Previously, he worked in various investment management and analyst roles including as associate portfolio manager on the active growth equities team at Northern Trust and as financial services analyst at Accenture. Hines received a BS degree in Finance from the University of Illinois at Urbana-Champaign and an MBA from the Booth School of Business at the University of Chicago.

Joshua Humphreys  is President and Senior Fellow of Croatan Institute, an independent institute for advanced social and environmental research and engagement. A leading authority on sustainable and responsible investing, Humphreys has taught at Harvard, Princeton, and NYU. His insights on trends in sustainable finance and impact investing have been widely published in the press, most recently in Barron’s, Bloomberg, BusinessWeek, the Financial Times, Forbes, Institutional Investor, Pensions and Investments, and the Journal of Investing. He currently serves on advisory boards of the Dwight Hall SRI Fund at Yale University, the Responsible Endowments Coalition, and the Coalition for Responsible Investment at Harvard. He also serves as an Associate Fellow at Tellus Institute, the sustainability think tank in Boston.

Andy T. Iseri, CFA, is a Senior Vice President and non-US investment consultant in Callan’s Global Manager Research group. He is responsible for the non-US/global equity and currency asset classes, and leads ESG research efforts in these areas. Iseri joined Callan in 2006 from CalSTRS where he selected and evaluated US and non-US equity managers, traded and managed US fixed income assets, and assisted in the plan’s currency hedging, securities lending and credit enhancement programs. Before joining CalSTRS’s investment division, he was a Senior Accountant in the plan’s benefit accounting group. Prior to CalSTRS, Iseri was an international accountant for a multinational software developer. He earned a BS in Business Administration - International Business at California State University, Sacramento, belongs to the CFA Institute and CFA Society of Sacramento, and earned the right to use the Chartered Financial Analyst designation. 

Nada Jain, PhD, JD, is Managing Partner, Golden Seeds Fund2 LP, where she is responsible for the life sciences sector.  Jain has been a lead investor on multiple transactions and sits on the board of privately held companies Cognition Therapeutics, Avaxia Biologics and Kalion Inc. She is a scientist and an intellectual property lawyer with more than 30 years of combined experience focusing on pharmaceuticals, biotechnology, and engineering.  Jain practiced in several prestigious law firms including Clifford Chance and ran her own boutique IP law firm representing a wide range of clients from pharmaceutical companies to biotech start-ups and universities. She holds a BSEng. and MS from Belgrade University; PhD from Rutgers University; post-doctoral fellowship from Sloan-Kettering Cancer Center; and a law degree from Yeshiva University.

Anne L. Kelly is Senior Director of the Policy Program at Ceres, a non-profit advocacy organization that seeks to mobilize investor and business leadership to build a more sustainable global economy. She also directs Business for Innovative Climate & Energy Policy (BICEP), a coalition of 34 leading 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.

Kelly is an environmental lawyer with 20 years of combined experience in the private and public sectors. She has worked as Special Assistant to EPA Region I Administrator John DeVillars and currently serves on the board of the Environmental League of Massachusetts. In addition to her JD, Kelly holds a Masters in Public Administration from Harvard’s Kennedy School of Government.

Michael Kramer is a Managing Partner of Natural Investments, a registered investment advisor with 30 years of expertise in sustainable and responsible investing. Kramer has been an NI financial advisor since 2000 and a partner in the firm since 2007. He is co-author of NI’s recently published third book, The Resilient Investor: A Plan for Your Life, Not Just Your Money. Kramer oversees the NI Social Rating of SRI mutual funds, now in its 23rd year, and coordinates the firm’s shareholder advocacy initiatives. He also serves on the Public Policy Committee of US SIF.  Kramer writes the Sustainable Shareholder column at GreenBiz.com. In Hawai`i where he lives, he created HI Impact (a sustainable business and impact investing association), the Hawai`i Alliance for a Local Economy. and the Kuleana Green Business Program of the Kona-Kohala Chamber of Commerce.

Sonia Kowal is Zevin Asset Management's President. She is also a member of the firm's investment committee, where she incorporates sustainability issues into investment decision making and oversees Zevin’s shareholder advocacy work as well as the integration of environmental and social issues into the investment process. Previously, Kowal headed the US Office of the Ethical Investment Research Services (EIRIS) and was a Portfolio Manager and Investment Research Analyst at Baillie Gifford in Scotland. Kowal holds a BS in Zoology from the University of Edinburgh and an MS in Investment Analysis from the University of Stirling, Scotland.

Elizabeth E. McGeveran  is the Director of the Impact Investing Program at the McKnight Foundation. With a new board-led commitment to channel $200 million into profitable investments aligned with the foundation's support of climate change solutions and community development, McGeveran will be seeking opportunities in direct investments, private equity, public markets and lending. Previously, McGeveran was the Senior Vice President for Governance and Sustainable Investment at F&C Asset Management. Over more than a decade, McGeveran built F&C's market-leading socially responsible investment business and spearheaded investor engagement with large US companies. Specializing in the oil and gas and pharmaceutical sectors, she has served on external advisory committees for companies such as ExxonMobil and General Electric and worked closely on business systems such as tying executive compensation to company performance and reducing labor risks in supply chains. McGeveran was managing director of Co-op America (now Green America), a national nonprofit consumer and investor education organization, as well as serving as the media director for the US Social Investment Forum when it was in its infancy.

Kathryn Merchant  is president/CEO of The Greater Cincinnati Foundation (GCF). Prior to joining GCF in 1997, Merchant was director of The Pew Charitable Trusts’ Neighborhood Preservation Initiative and a partner in the New Haven-based consulting firm Holt, Wexler & Merchant. Merchant currently serves on the national boards of Center for Effective Philanthropy and Local Initiatives Support Corporation, and as an advisor to the national StriveTogether network. Her previous board leadership includes Council on Foundations, Community Foundations of America/GivingNet, Ohio Grantmakers Forum and SC Ministry Foundation. Professional recognition includes Northern Kentucky University Lincoln Award, Council on Foundations’ Distinguished Grantmaker, Ohio Philanthropy Award, Kentucky Commonwealth Award, Girl Scouts Woman of Distinction, YWCA Career Woman of Achievement, and Cincinnati PRSA Blacksmiths CEO Communicator of the Year. Merchant graduated from Indiana University (BA) and the University of Connecticut (MSW) with degrees in social work.

Craig Metrick is Director of Manager Due Diligence and Thematic Research at Cornerstone Capital Group. He oversees the firm’s manager and fund outreach and review process which provides clients with a robust investment product solutions suite. Previously, Metrick was Principal and US Head of Responsible Investment at Mercer, working with a variety of public and private clients – from multibillion dollar pension plans to smaller institutions and family foundations. Before joining Mercer in 2006, Metrick was a Director at the Investor Responsibility Research Center, Inc. (IRRC), which provided ESG research to institutional investors. He is a Chartered Alternative Investment Analyst and a member of the CAIA Association. In addition, Metrick was elected to two terms to the Board of Directors of US SIF: Forum for Sustainable and Responsible Investment where he served on the Executive, Membership and Education Committees and was a Trustee of the staff-defined contribution plan.

Tom Mitchell is Managing Director of Cambridge Associates. There he leads advisory relationships with non-profits and families ranging in size from $35 million to $4 billion, focusing on total portfolio management. He is a founding member of the firm’s MRI Practice, and works with clients to develop and implement an array of investment strategies that integrate and align environmental and social objectives. He also contributes to broader investment sourcing and diligence, published research, and engagement with the larger community of impact investors. Mitchell was previously an analyst with Agora Partnerships, an impact venture group in Latin America, and began his financial career consulting to the World Bank on education projects in Brazil. Earlier, Mitchell was the Director of Program Development for KaBOOM!, helped launch the ZOOB play system, served in AmeriCorps NCCC, and began his career in technology marketing. He earned an MBA from Duke University, an MRP from UNC Chapel Hill and a BA from Stanford University.

Renee Morgan  is President of Better World Investments, Inc. Morgan graduated with a MA in Counseling Psychology from Lesley College and a BA in Political Science from San Jose State University. While this may be an odd entry into financial planning, it probably makes apparent her interest in socially responsible investing. Prior to founding Better World Investments Inc. in 2005, she was with Trilogy Financial Services, Inc. starting in 2000. Morgan currently holds FINRA licenses 6, 7, 66 and is insurance licensed. She has won several service awards with First Affirmative Financial Network.

Scott Mosley, CAIA, is the Director of Investment Strategies at The Water Council in Milwaukee- an industry led venture development organization devoted to fostering solutions to the world’s water problems.  He manages The Water Council’s seed fund and its relationships with outside venture capital funds, corporate venture capital firms and JPMorgan Chase. Prior to joining The Water Council, Mosley worked for the State of Wisconsin’s Economic Development Corporation (WEDC). While at WEDC, Mosley led all capital formation and investment recruitment efforts for the State. He was instrumental in launching the State of Wisconsin’s first venture fund focused on commercializing technology from the University of Wisconsin System campuses.  Prior to joining WEDC, he owned an investment consulting firm and he served as an Officer in the US Navy. He has an MBA from the University of Texas at Austin and a BA from Vanderbilt University in Nashville.

Eileen L. Neill, CFA, is Managing Director of Wilshire Associates. She is a consulting team leader and is responsible for providing investment consulting services to institutional plan sponsors including public pension funds, private pension plans, endowment/foundations, and insurance companies. These services include asset/liability studies, investment policy development and implementation, manager evaluation, selection and monitoring, performance measurement and evaluation, asset class and investment strategy research, plan sponsor education, and custom projects. Neill has been a consulting team leader at Wilshire for over fifteen years and has worked predominantly with large public pension funds with assets ranging from $5 to $150 billion in the development and implementation of their respective investment programs. In addition to defined benefit plan consulting, Neill also engages in consulting to defined contribution plans, healthcare operating funds, and taxable clients. Her background at Wilshire includes asset class and capital market research which resulted in white papers as well as dozens of asset/liability studies for both tax-exempt and taxable investors.  Neill received a BS in Marketing Research from the University of Arizona and an MBA in Finance from Chapman University. She holds a Chartered Financial Analyst designation and is a member of the Los Angeles Society of Financial Analysts.

Robyn M. Polansky is a Vice President and Private Client Associate with US Trust. Polansky works closely with individuals, families, and institutions to develop customized financial strategies that align with their goals and values. She offers the acumen and knowledge she has gained from extensive experience in capital markets research and portfolio design. As the leader of a client’s U.S. Trust® team, Polansky is a central resource for a range of needs. She collaborates with in-house specialists to devise and implement integrated initiatives in investment management, including socially innovative investments; trust and estate planning services; philanthropy; and credit and lending through Bank of America, NA. She grounds her approach in client education, fostering engaged and informed decision-making. Prior to joining US Trust, Polansky spent twelve years with Bessemer Trust, where she held increasing responsibilities in investment manager research, selection, and monitoring. She ultimately served as Vice President and Manager Research Analyst for External Manager Solutions. Polansky began her financial services career in 2000 at Thompson Financial Corporation. She earned her BA in Economics from Union College.

Alison Pyott  is a Wealth Manager and a Certified Financial Planner™ for the Veris Portsmouth office. She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial and sustainability goals. Pyott leads the Sustainability Committee and is a key contributor to the firm’s Women, Wealth & Impact Strategy. She has co-authored two white papers on gender lens investing.  Before Veris, Pyott was the Director of Client and Shareholder Services for Citizens Advisors, a socially responsible mutual fund company. She also worked in client service and management positions at John Hancock Signature Services. In addition to her 17 years of financial services experience, Pyott worked for the United Way of the Greater Seacoast, where she managed community investment and outcome measurement programs.

Marc Robert is one of three Partners at Water Asset Management, a global investor in water companies and assets that ensure water availability and quality. Water Asset Management is one of the few firms that invests exclusively in the global water sector with long only, long short and private equity vehicles and has just completed its ninth year. Prior to joining Water Asset Management, he was a Managing Director at Morgan Stanley and the head of US equity research sales. He along with his partners Disque Deane and Matt Diserio built Water Asset Management because of the compelling investment characteristics of the sector and its need for capital and innovation. Robert is also the Board Chair of WaterAid America, a global charity focused on providing access to safe water and sanitation. He graduated from Brown University in 1982 with a BA in Religious Studies.

TerriJo Saarela is Corporate Governance Director for the State of Wisconsin Investment Board (SWIB). SWIB is responsible for investing more than $105 billion in assets for more than 578,000 Wisconsin Retirement System participants. The WRS is the ninth largest public pension fund in the United States and the 30th largest public or private pension fund in the world.

Saarela is responsible for the corporate governance program at SWIB where the majority of assets are internally managed. She directs the development and implementation of governance polices, actively engages company management and boards of directors, co-manages the activist portfolio, identifies governance risk in SWIB portfolio companies, oversees the voting of domestic and international proxies, and monitors securities class action litigation.  Saarela serves on the Council of Institutional Investors board of directors and co-chairs of the International Committee, the Shareholder Responsibilities Committee of the International Corporate Governance Network, the Advisory Board for Institutional Shareholder Services, the Institutional Investors Committee at Broadridge, and routinely works with various industry forums/working groups.

Will Sarni is Director and Practice Leader, Enterprise Water Strategy | Sustainability at Deloitte Consulting LLP. He has been providing environmental and sustainability consulting services to private- and public-sector enterprises for his entire career, with a focus on developing and implementing corporate-wide sustainability and water strategies. He has worked with a range of companies, university technology transfer offices and startups in evaluating the technical viability and market potential of innovative water technologies and in supporting M&A programs. His experience in “water tech” includes data collection, analytics and visualization tools, water efficiency, filtration and treatment technologies.

An internationally recognized thought leader on sustainability and corporate water strategies, Sarni is a columnist on sustainability and water strategies for GreenBiz. He is the author of several books, including Water Tech – A Guide to Investment, Innovation and Business Opportunities in the Water Sector. He is Board Member or Advisor to numerous organizations, including the Rainforest Alliance, the Water Leadership Working Group for the World Business Council for Sustainable Development and the Water Working Group for the Business and Industry Advisory Committee to the OECD.

Howard Sherman serves as the Head of Corporate Governance Business Development at MSCI ESG Research. Sherman also serves as Treasurer and a member of the Board of Directors of the IRRC Institute. Previously, he served as CEO of Institutional Shareholder Services (ISS), the proxy advisory firm, and Thomson Financial Investor Relations. He is a founding member of the International Corporate Governance Network and the Network for Sustainable Financial Markets. Sherman has worked in the corporate governance field since 1986, when he joined the Investor Responsibility Research Center as senior analyst. Before joining IRRC he worked for the Board of Governors of the Federal Reserve System. He is the co-author of several major reports on corporate governance, including Structural Imbalances in Japanese Corporate Governance, Conflicts of Interest in the Proxy Voting System and The Market Impact of Corporate Governance Ratings. Sherman holds an MBA from the Wharton School and a BA in Economics from George Washington University. 

Andrea Valcalda is the Head of Sustainability for ENEL SpA. He joined the organization in 1996 and has held various positions in the corporate headquarters, from assistant to the President of the company, to member of the Planning and Control Department. After a year as Chief of Staff to the CEO, he was named in 2008 Vice President for Innovation and Environment, where he was responsible for defining the company’s technological roadmap and drawing up the Group’s innovation plan. Since 2013 he has been Head of Environmental Policies and Climate Change until his nomination as Head of ENEL’s Sustainability Department in 2014. He holds a bachelor's degree in Economics.

Heidi Welsh is the founding executive director of the Sustainable Investments Institute (Si2) and oversees Si2's operations and research. She has analyzed and written about corporate responsibility issues for more than two decades. Welsh was the lead author of Si2's two studies about the corporate governance of political spending in the S&P 500, published in 2010 and 2011 with the IRRC Institute. Previously, Welsh helped author seasonal and annual reports on proxy voting trends starting in 1987 at the Investor Responsibility Research Center (IRRC), closely followed social and environmental shareholders resolutions and their results, and for 16 years ran the monitoring program examining corporate compliance with the MacBride principles for fair employment in Northern Ireland. She co-authored the Carbon Disclosure Project's 2007 report on S&P 500 companies and also set up a global sustainability metrics project for RiskMetrics analyzing 1,800 of the world's biggest companies. Welsh also served on the Global Reporting Initiative's Electric Utility Sector Working Group in 2008-09 and participated in an Oxford University assessment of Northern Ireland's affirmative action legislation. Welsh received her bachelor's degree from Carleton College and holds a master's degree from the Institute for Conflict Analysis and Resolution at George Mason University.

Betsy Zeidman is the Founder and Director of Strategic Impact Solutions, advising private and social sector organizations on programs for sustainable financial and social returns; and a Fellow with the Milken Institute. She was an early leader in identifying the investment potential of emerging markets in the US -- including women- and ethnic-owned businesses and urban/rural communities, now known as place-based investing. Zeidman served as inaugural director of the RFK Center’s Compass Program (which engages institutional investors to explore and advance the connections among investment performance, fiduciary duty and public interest issues); and director of the Milken Institute’s Center for Emerging Domestic Markets, managing the Institute’s work in mission-related investing, corporate governance and development finance. Zeidman sits on the advisory board of the Center for Community Investments at the Federal Reserve Bank of San Francisco, and the Council of National Advisors for Springboard Enterprises. She received her MBA and BA from Yale University.