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US SIF 2012 : Sustainable Investing in Action**

Speaking at US SIF Member-Only Event


Jonathan Greenblatt is Special Assistant to the President and Director of the Office of Social Innovation and Civic Participation at the Domestic Policy Council.

Before joining the White House, Greenblatt served as the director of the Impact Economy Initiative at the Aspen Institute, an effort to explore how public policy can create an enabling environment to accelerate impact investing and scale social enterprise. Prior to this role, Greenblatt founded All for Good (AFG), the open source, web based platform developed to enable more Americans to serve.

Greenblatt formerly served as CEO of GOOD Worldwide, publisher of GOOD.Is and the award-winning GOOD Magazine. He is the co-founder of Ethos Brands, the business that launched Ethos Water, the premium bottled water that helps children around the world get clean water. Greenblatt also co-founded Ethos International and served on the board of directors of the Starbucks Foundation where he developed Ethos’ global investment strategy that has invested millions of dollars to bring clean water to communities in need around the world, including Bangladesh, the Democratic Republic of Congo, Ethiopia, Honduras, India and Kenya.

Greenblatt worked on the Obama/Biden Presidential Transition Team. He also served as an aide in the Clinton White House and US Department of Commerce.

Plenary Speakers


Geeta Aiyer, CFA, is Founder and President, Boston Common Asset Management, LLC. Boston Common Asset Management specializes in long-only, actively managed global equity strategies. Through rigorous analysis of financial, environmental, social, and governance (ESG) factors the firm identifies innovative, attractively valued companies for investment. As long term shareholders, Boston Common urges portfolio companies to improve transparency and accountability. In the nine years since the firm’s inception, Boston Common has built a strong investment record and has meaningfully improved the policies and practices of portfolio companies through its engagements.

Aiyer is Investment Strategist for Boston Common’s products. She was previously President of Walden Asset Management. Her prior work experience includes positions at United States Trust Company (Boston), Cambridge Associates, Inc., and in rural development/public administration in India. She has founded two other companies, Walden Capital Management (1994) and East India Spice (1987). Aiyer serves on the boards of The Worldwatch Institute, the New England Foundation for the Arts, and Ubuntu at Work, a global non-profit for women. She is the 2010 recipient of the Women’s Venture Fund’s Highest Leaf Award.

Frances Beinecke is the president of NRDC. NRDC, one of the United States' most influential environmental action groups, uses law, science and the support of 1.3 million members and online activists to advance comprehensive solutions to today's biggest environmental challenges.

Under Beinecke's leadership, the organization has launched a new strategic campaign that sharply focuses NRDC's efforts on establishing a clean energy future that curbs climate change, reviving the world's oceans, defending endangered wildlife and wild places, protecting our health by preventing pollution, fostering sustainable communities, and ensuring safe and sufficient water.

Beinecke has worked with NRDC for more than 30 years. Before becoming the president in 2006, she served as the organization's executive director for eight years. Under her leadership, NRDC's membership has doubled and the staff has grown to more than 400.

In addition to her work at NRDC, Beinecke was appointed by President Obama to the National Commission on the BP Deepwater Horizon Oil Spill and Offshore Drilling. She has played a leadership role in several other environmental organizations. She currently serves on the boards of the World Resources Institute, the Energy Future Coalition, and Conservation International's Center for Environmental Leadership in Business.

Beinecke has received the Rachel Carson Award from the National Audubon Society, the Distinguished Alumni Award from Yale School of Forestry & Environmental Studies, the Annual Conservation Award from the Adirondack Council, and the Robert Marshall Award from the Wilderness Society.


Barbara J. Bennett was nominated by President Barack Obama to serve as Chief Financial Officer for the Environmental Protection Agency and was confirmed by the Senate on November 6, 2009. Bennett’s responsibilities include oversight of EPA’s annual planning and budget formulation, budget execution and financial management, performance and financial reporting, and strategic planning.

Bennett is a global business executive with over 25 years of experience. Before joining EPA, she served as Senior Executive Vice President and Chief Financial Officer of Discovery Communications, Inc. From 1990 to 2007, Bennett was a key member of the team that built the parent company of the Discovery Channel into one of the world’s most extensive media enterprises, with more than 100 channels telecast in 170 countries, in over 30 languages to over one billion subscribers. As CFO, she was responsible for the worldwide financial functions and strategies of the company, including accounting, treasury, budgeting, reporting, audit, tax activities, and evaluation of new growth opportunities, and for leading a multi-cultural, multi-lingual team located in the five leading international hub offices in addition to corporate headquarters. From 2007 to 2009, Bennett was an independent consultant working with companies and nonprofit organizations with interests in media, hospitality, tourism, and professional sports.


Michelle Edkins is a Managing Director at BlackRock and Head of its Corporate Governance and Responsible Investment team of 20 specialists based in five key regions internationally. Edkins is responsible for the team’s engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. She is an active participant in the public corporate governance debate and regularly speaks and writes on the importance of good stewardship for company performance. She is a member of the Board of Governors of the International Corporate Governance Network and of the Investment Committees of the Association of British Insurers and of Eumedion in the Netherlands.

Before joining BlackRock in 2009, Edkins was for four years Managing Director at Governance for Owners, an independent partnership offering products that support responsible long-term share ownership. She started her corporate governance career in 1997 at Hermes Pensions Management, where she spent eight years, initially as the head of the corporate governance team and thereafter as Director of Institutional Relations. An economist by training, Edkins previously worked for New Zealand’s central bank and the British High Commission in Wellington.

Tom Hamburger is a reporter on the national staff of the Washington Post. He joined the Post in February 2012, after nearly a decade at the Los Angeles Times Washington bureau specializing in the intersection of money and politics. He has covered the White House, Congress and the courts and has written extensively about lobbying, and the influence of powerful interests in Washington. He has received numerous journalism prizes including citations from the National Press Club and the White House Correspondents Association. He was a finalist for the Pulitzer Prize in 1996. Hamburger is the author, with Peter Wallsten, of "One Party Country," an L.A. Times bestseller describing the Republican Party's strategy for dominance during the presidency of George W. Bush. He worked previously for The Wall Street Journal, McClatchy Newspapers, the Minneapolis Star Tribune and the Arkansas Gazette.

Larry Hatheway is Managing Director, Chief Economist & Chief Strategist at UBS Investment Bank. He serves on the Fixed Income, Currency and Commodities Executive Committee and on the Securities Research Executive Committee of UBS Investment Bank. He is also a member of the Investment Policy Committee of the UBS UK pension plan and a member of the UBS Global Investment Committee (Wealth Management).

Before assuming his current position, Hatheway was Global Head of Asset Allocation. He has also served as Global Head of Fixed Income and Currency Strategy. In his 20 years with UBS, he has worked as Chief Economist, East Asia, in Singapore and spent time in London and Zurich as a senior currency strategist and senior international economist. Hatheway and his teams have achieved a #1 ranking in Institutional Investor surveys for both global economics and asset allocation.

Hatheway has also worked as an economist for Citibank and as an analyst/proprietary currency trader for Manufacturers Hanover Trust. He completed his PhD in Economics at the University of Texas in 1992 after conducting dissertation research in 1990-91 at the Division of International Finance of the Federal Reserve in Washington, DC.
Kim Jeffery is President and Chief Executive Officer of Nestlé Waters North America Inc. based in Stamford, Connecticut. He oversees the largest bottled water company in North America with 8,000 employees, 27 plants, and more than 100 facilities.

Jeffery joined the company in 1978. Over the following years, he advanced to lead posts in Sales, Marketing, and Operations progressing to Executive Vice President and Chief Operating Officer before assuming the company’s top position in 1992.

When Jeffery joined the company, shortly after its inception, Perrier was the only brand marketed. Since then Nestlé Waters North America has developed into the leading bottled water company in America. The company holds seven of the top ten U.S. brands including Poland Spring, Arrowhead, Deer Park, Ozarka, Zephyrhills and Nestle Pure Life. Nestlé Waters N.A. is also the leading bottled water company in Canada. The company also owns and distributes imported brands Perrier, Acqua Panna and S. Pellegrino. Today, Nestlé Waters North America commands a 35% market share of the bottled water category in America. Throughout his tenure, he has made environmental stewardship a priority and has been an industry leader in building green plants, reducing water use, protecting 14,000 acres around more than 50 spring sites which NWNA owns, and reducing raw material usage through light-weighting and self manufacture of packaging.

Jeffery launched a decade-long partnership with The Nature Conservancy as part of his personal commitment to the environment. He also co-led the Nature Conservancy of Maine’s historic Campaign for Conservation, which was the most successful corporate campaign for conservation in the state's history at the time. This effort helped protect more than 185,000 acres of the wild St. John River.


Adam Kanzer is Managing Director and General Counsel of Domini Social Investments and Vice President and Chief Legal Officer of the Domini Funds. His responsibilities include directing Domini’s shareholder advocacy department, where for more than ten years he has led numerous dialogues with corporations on a wide range of social and environmental issues.

In June 2009, Kanzer was named to the Securities and Exchange Commission’s Investor Advisory Committee, representing “social investors." He is a founding member and serves on the board of the Global Network Initiative, an organization addressing threats to freedom of expression and privacy rights on the Internet and other communication technologies. In addition, he serves on the public policy committee of the Social Investment Forum. He is the author of “Putting Human Rights on the Agenda: The Use of Shareholder Proposals to Address Corporate Human Rights Performance,” and is a frequent speaker and commentator on socially responsible investing and corporate accountability.

Erika Karp chairs the UBS Global Investment Review Committee and manages a team of sector analysts and strategists around the world. She sits on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board. Karp created and drives products including the UBS Q-Series®, the Global I/O®, the "Global Bear", and the "UBS Global Portfolio Manager's Spotlight" which synthesizes top UBS investment themes and ideas each week. Her work has been featured by Investment Dealer's Digest, Euromoney, the Financial Times, BloombergBusinessweek, Wall Street Week, Forbes, and Wharton Magazine to which she is a regular contributor. For 2011, she was named among the nation's "Top 50 Women in Wealth" by AdvisorOne. Karp is a founding Board member of SASB (Sustainability Accounting Standards Board) and recently became a member of the Program Design Advisory Council for Harvard Business School's Executive Education Program. She represents UBS at organizations and events including those hosted by the OECD, the EPA, the UNEP-FI, and the Smith School at Oxford University. Karp serves on the Board of the world's largest GLBT Synagogue. She holds an MBA in Finance from Columbia University, a BS in Economics from the Wharton School, and began her career as an Account Representative at IBM Corporation. 
Charles Kolb is President of the Committee for Economic Development (CED) located in Washington, D.C. CED is an independent, nonpartisan organization of over 200 business and education leaders dedicated to economic and social policy research and the implementation of its recommendations by the public and private sectors. He has held this position since September 1997.

Prior to joining CED, Kolb served as General Counsel and Secretary of United Way of America from 1992 to 1997. During nearly ten years of government service, he held several senior-level positions. He served as Deputy Assistant to the President for Domestic Policy, The White House (1990-1992). At the White House, he worked on economic, education, legal, and regulatory policy issues. From 1983 to 1990, he held three other government positions: Assistant General Counsel, Office of Management and Budget (1983-1986); Deputy General Counsel for Regulations and Legislation, U.S. Department of Education(1986-1988); and Deputy Under Secretary for Planning, Budget and Evaluation, U.S. Department of Education (1988-1990).
Barbara J. Krumsiek is Chair, CEO and President of Calvert Investments, Inc., a leading investment management firm headquartered in Bethesda, Maryland. Calvert manages approximately $13 billion in assets including fixed income portfolios and a full family of sustainable and responsible equity mutual funds. She is Director and Chair of Acacia Life Insurance Company. Calvert and Acacia Life are affiliates of UNIFI, a mutual holding company based in Lincoln, Nebraska.

Krumsiek’s career in the investment industry spans over three decades. Before becoming Calvert’s CEO in 1997, she was Managing Director at Alliance Capital Management L.P., responsible for mutual fund and variable insurance product lines worth over $17 billion in assets.

At Calvert, she has presided over a period of growth and increased visibility within the sustainable investment sector and in the financial services industry as a whole. During her tenure, Krumsiek has been a steadfast advocate for the advancement of women. In 2004, the Calvert Women’s Principles (CWP) were launched, marking the first global code of corporate conduct focusing exclusively on empowering and investing in women.

Krumsiek is Co-Chair of the United Nations Environment Programme-Finance Initiative, a partnership between the UN Environment Programme and 200 financial institutions to develop and promote the links between sustainability and financial performance.

Krumsiek is Chair of the Board of the Eugene and Agnes E. Meyer Foundation. She serves on the executive committee of the Federal City Council and the Board of the Girl Scouts USA. In 2002, Georgetown University awarded Krumsiek the Degree of Doctor of Humane Letters, Honoris Causa.

Michael Lent is a founding principal and the Chief Investment Officer of Veris Wealth Partners, a wealth management firm specializing in sustainable investing. The firm is dedicated to aligning families’ and foundations’ financial objectives with their mission and values. For 17 years, Lent has delivered financial planning and investment consulting services to high net worth families, family offices and foundations. Prior to Veris, he co-founded the New York office of Progressive Asset Management, the first full service national broker/dealer to focus on socially responsible investing.

Lent is currently Chair of the Board of Directors of US SIF: The Forum for Sustainable and Responsible Investment. He is also Treasurer and a Trustee of the Edward W. Hazen Foundation. Lent is a Certified Investment Management Analyst (CIMA) and a member of the Investment Management Consultants Association (IMCA). He graduated from the University of California at Santa Cruz with a B.A. in Biology.
Nell Minow  is a member of the board of GMI Ratings (formerly The Corporate Library, which she co-founded and chaired), the leading independent research firm evaluating governance risk. Products include data and analysis of corporate boards and research, study and critical thinking about corporate governance. The board effectiveness and accounting risk ratings allow investors, insurers, and analysts to evaluate governance as an element of investment risk.

Previously Minow was a principal in the governance activist investment firm LENS (where Fortune dubbed her “the CEO killer” and Business Week online called her “the queen of good corporate governance”) and general counsel and president of Institutional Shareholder Services. She is co-author with Robert A.G. Monks of three books, including the leading textbook on corporate governance, and she taught MBA students at George Mason University for five years. In 2008, she received the highest award in the field from the International Corporate Governance Network. And she reviews movies every week online and on radio stations across the country as “The Movie Mom.”

Susmita Murthy is a Specialist in Deloitte’s Federal Human Capital practice. She has a Ph.D. in Psychology with over 14 years of professional research and consulting experience. Murthy has worked with several federal government agencies including Marine Corps Intelligence and six agencies at the US Department of Health and Human Services. A trained qualitative researcher, her expertise is in the areas of diversity and inclusion (including health disparities and cultural competence), leadership, and innovation. She has worked on healthcare outreach to minority populations and initiatives to expand capacity for effective nationwide health information adoption among these populations She served on the Education and Outreach Workgroup of the National Health Information Technology Collaborative for the Underserved. Murthy developed and implemented a cutting-edge leader development program that supported diversity and inclusion for Marine Corps Intelligence (United States Marine Corps). She has published several papers, regularly presents at academic conferences, and is Associate Editor of the International Journal of Diversity in Organizations, Communities, Nations.
Jonathan F.P. Rose Jonathan F.P. Rose’s business, public policy and not-for-profit work all focus on creating a more environmentally, socially and economically responsible world. In 1989, Rose founded Jonathan Rose Companies LLC, a real estate development, planning, consulting and investment firm, as a leading green urban solutions provider. The firm currently manages over $1.5 billion of work. In 2005, the firm launched the nation’s first green transit oriented acquisition and redevelopment fund.

The company’s mission is to repair the fabric of communities. The firm draws on its human capital, financial depth and real estate expertise to create highly integrated solutions to real estate challenges. The firm’s work touches many aspects of community health; working with cities and not-for-profits to build not only housing, but also civic, cultural, educational and infrastructure open space.

A thought leader in the Smart Growth, national infrastructure, greenbuilding, and affordable housing movements, Rose is a frequent speaker and writer. His work has received widespread media attention from CNN to The New York Times and was profiled in a PBS series on sustainable development.

Rose is a Trustee of several organizations including the Urban Land Institute and the Natural Resources Defense Council, and is a vice chair of Enterprise Community Partners. He serves on the leadership councils of the Yale University School of Forestry and Environmental Studies and the Yale School of Architecture, and chairs the Trust for Public Land’s National Real Estate Council. He also chaired the Metropolitan Transit Authority’s Blue Ribbon Sustainability Commission, which developed the nation’s first green transit plan.

Eric Roston is Bloomberg.com's editor for energy, natural resources and sustainability news, and author of the critically acclaimed book, The Carbon Age.

Bloomberg Sustainability News launched in 2011 as a way for readers to keep up with what businesses are doing, or need to be doing, as global competition intensifies for strategic resources. The site draws on the work of 2,300 Bloomberg journalists, from 146 bureaus in 72 countries.

The Carbon Age argues that "carbon" is the most important word that many people understand the least. The book traces the dynamic, fundamental science that unifies seemingly disparate parts of our experience: Climate, energy, health, industry--the fastest way to learn the most about the world is through the carbon atom.

Roston came to Bloomberg after working as a senior analyst on the National Commission on the Deepwater Horizon Oil Spill and Offshore Drilling. Before this short stint in government, he was associated with the Nicholas Institute of Duke University and a member of Monitor Talent, the speaker's bureau and advisory based in Cambridge, MA.

Previously, Roston wrote for TIME, in its Washington bureau, where he covered economics, politics and technology. An eyewitness to the collapse of the World Trade Center on Sept. 11, 2001, Roston was a part of the reporting team that won a National Magazine Award for best single-issue coverage.

Roston, who is fluent in Russian, holds an M.A. in Russian History and a B.A. in Modern European History, both from Columbia University.

Lisa Woll has been the CEO of US SIF and the US SIF Foundation since 2006. While at US SIF, she has led strategic planning, expansion and diversification of funding and developing a robust policy presence.

Prior to 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. During her tenure, the IWMF played a significant role in re-orienting the way journalism training was carried out on the issues of HIV-AIDS, malaria and TB in several African media organizations. Woll also spent a decade working on children’s human rights. 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. Her early career focused on domestic social policy and began in the New York City Human Resources Administration and the US Congress. She is a member of the Advisory Council of the Children’s Rights Division of Human Rights Watch.

Breakout Speakers


Alan Ayres is the Product Manager for Emerging Market Equities at Schroders and is based in London, where he is embedded into the portfolio management team. The team managed around $26.4 billion (as of March 31, 2011) across eight products. These products include three global emerging market strategies (core, unconstrained and commodity equities), four regional emerging market strategies (Latin American, BRIC, Emerging Europe and Middle East) and a frontier markets product. Ayres takes responsibility for communicating information about these products to clients, consultants and potential clients in the US, and other countries worldwide. Ayres originally joined Schroders in 1995.

Prior to joining Schroders, from 1988 to 1995, Ayres was an Institutional Salesman for the Japanese equity business, and later Head of the Asian Equity Sales Desk, at Merrill Lynch in London. His investment career commenced upon joining the Co-Operative Insurance Society (CIS) in 1983 as a member of the international investment department, where he was a Portfolio Manager responsible for the managing the Australian and Canadian investments of the CIS.

Laurence Band is co-managing general partner of Sustainable Resource Fund. He currently works as a consultant to non-profit organizations on finance and market-related issues in environmental policy. His work has focused on the catch share reform process in wild-caught fisheries, agricultural land management practices, water markets and other ecosystem markets. His clients include the Environmental Defense Fund, The Nature Conservancy and Linden Trust for Conservation. In addition to his consulting work, Band is also the Director of the California Fisheries Fund, a revolving loan fund that supports fishing communities working to improve the sustainability of their fisheries.

Previously, Band worked for 20 years at Lehman Brothers. He spent 17 years as an investment banker advising corporations on a wide variety of strategic and financing transactions. He worked primarily with companies in the telecommunications, technology and industrial sectors. Band became a senior member of Lehman’s human capital management team in 2005. Prior to Lehman Brothers, Band worked as a management consultant for Bain & Co. and as a policy analyst at the American Enterprise Institute.
Daniel Betancourt has been President and CEO of Community First Fund since 1999. He has more than 18 years experience in microenterprise and small business development, including as assistant vice-president of commercial lending at a large regional bank. During the last fiscal year, Community First made 90 loans totaling over $5.5 million and brought the total capital under management to more than $15 million.

Betancourt is the Chair of the Association for Enterprise Opportunity (AEO), the national leadership association for Microenterprise, and co-chairs the Strategic Planning Committee ofthe Pennsylvania Microenterprise Coalition. He also serves on the Federal Home Loan Bank of Pittsburgh Advisory Board, is the Chair of the Lancaster Spanish American Civic Association (SACA) and is a board member of the SACA Development Corporation.

In 2004 Betancourt received the PA Latino Pride Award for Economic Development from the Governor’s Advisory Commission on Latino Affairs. In 2005 he received the Eastern Pennsylvania Minority Small Business Champion of the Year Award from the U.S. Small Business Administration. He was a finalist in Central Penn Business Journal’s 2007 Nonprofit Innovation Award.


Barb Brown is a Co-Owner and Principal of BrownFlynn, a corporate responsibility and sustainability consulting firm. Since co-founding BrownFlynn in 1996, Brown has helped clients to benefit from a “do good and do well” approach. She believes in bottom-line impact and has been instrumental in designing stakeholder engagement strategies, triple-bottom line goals and communications strategies to accomplish key sustainability objectives for clients. Brown’s strong commitment to ethical business practices and eye on global impact also make her a trusted advisor for clients who seek to improve their business practices while catalyzing positive change. A strategic thinker who drives solutions that align with core business objectives, she is known for her creative and collaborative approach, understanding that buy-in and innovation lead to success. She is the Cleveland Chapter Officer of the National Investor Relations Institute, a trustee of ParkWorks and JumpStart, a member of the John Carroll University Business Advisory Board, and a member of the board of the Catholic Diocese of Cleveland Foundation.



Michael T. Cantara, CFA is an Investment Officer and Institutional Equity Portfolio Manager at MFS Investment Management. As an Institutional Portfolio Manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, manages daily cash flows, and communicates investment policy, strategy, and positioning. He also serves as a member of the MFS Equity Management Committee and Co-Chairman of MFS Responsible Investing Committee. Cantara’s experience prior before joining MFS in 2000 includes three years as International Portfolio Analyst and five years as Director of Stable Value Investments at Fidelity Management Trust Company as well as two years as Business Analyst at Fidelity Institutional Retirement Services Co. His affiliations include the Boston Security Analysts Society, Inc. and the CFA Institute. Cantara received his bachelor’s degree from Colby College and his Master’s from The Fletcher School of Law and Diplomacy at Tufts University.


Steven A. Crown is Vice President and Deputy General Counsel for China Strategy in Microsoft’s Legal and Corporate Affairs Product and Services Group. Working closely with colleagues in Beijing and in Microsoft’s global headquarters in Redmond, Washington, Crown leads development of legal guidance and related strategies for launches and expansion of Microsoft commercial offerings in China. Previously Crown served as VP and DGC supporting Microsoft’s Office Division, as VP and DGC for Microsoft’s Entertainment and Devices Divisions (XBox, Windows Phone, Zune) and as the lead lawyer for Microsoft’s Windows Client business. Before joining Microsoft in 1997 Crown practiced law with a national law firm, served as the International Business Vice President for a company that built out wireless telephone networks in Russia, and established a commercial law practice with special focus on technology transfers and international trade and investment. He was awarded degrees from the University of Washington, Oxford University, and Yale Law School. Crown holds leadership positions on a number of boards of directors of non-profit organizations, including the Global Network Initiative.


Jesse Eisinger is a senior reporter at ProPublica, covering Wall Street and finance. He writes a regular column for The New York Times’s Dealbook section. In April 2011, he and Jake Bernstein were awarded the Pulitzer Prize for National Reporting for a series of stories on questionable Wall Street practices that helped make the financial crisis the worst since the Great Depression. He and Bernstein were also finalists for the 2011 Goldsmith Prize for Investigative Reporting for the series.

Prior to ProPublica, Eisinger was the Wall Street editor of Conde Nast Portfolio, where he wrote a November 2007 cover story titled "Wall Street Requiem," in which he predicted the demise of Bear Stearns and Lehman Brothers. Before joining Portfolio, he worked at The Wall Street Journal, where he was the founding writer of two market commentary columns. During his tenure at The Wall Street Journal's European edition in London, Eisinger won a "Best in Business" award from the UK-based World Leadership Forum for his coverage of accounting irregularities at the Irish drug maker Elan Corp.


Donna Fabiani is Executive Vice President for Knowledge Sharing at Opportunity Finance Network (OFN). Fabiani joined OFN in 2007 and oversees OFN’s Membership, Peer Learning and Research efforts. As part of her capacity building work, Fabiani organizes the Annual OFN Conference, a broad curriculum with more than 50 training sessions, as well as OFN Regional meetings and other training events. On the research side, she manages OFN’s data collection and survey work, and produces OFN publications such as the annual Side by Side, the quarterly Market Conditions Report, and Technical Assistance Memos. Before joining OFN, Fabiani spent eight years with the CDFI Fund managing research, leading the development of the CDFI Fund’s Community Impact Investment System (CIIS) data collection initiative, and underwriting CDFIs. Prior to her role with the CDFI Fund, she started and managed FINCA USA, a microenterprise CDFI. Earlier in her career, she worked as a consultant in opportunity finance and held several international posts with Catholic Relief Services.


Bennett Freeman directs the Sustainability Research Department and serves on the Management Committee at Calvert Investments, where he has led the social, environmental and governance research and analysis, shareholder advocacy and public policy work since April 2006.

Before joining Calvert, Freeman led Burson-Marsteller's Global Corporate Responsibility practice from 2003-06 advising multinationals on policy development, stakeholder engagement and communications strategies related to human rights, labor rights and sustainability. As Principal of Sustainable Investment Strategies from 2001-03, he advised multinational corporations, international institutions and NGOs on corporate responsibility and human rights, and co-authored the first-ever human rights impact assessment of a large extractive project in the world.

As Deputy Assistant Secretary of State for Democracy, Human Rights and Labor from 1999-2001, Freeman directed U.S. bilateral human rights diplomacy under Assistant Secretary Harold Koh. In that position, he also led the development of the Voluntary Principles on Security and Human Rights, the global human rights standard forged by governments, companies and NGOs for the extractive sectors operating in zones of conflict.


Meredith Fuchs serves as the Chief of Staff at the Consumer Financial Protection Bureau (CFPB). She previously served as CFPB’s Principal Deputy General Counsel. She came to the CFPB from the United States House of Representatives, where she served as Chief Investigative Counsel of the Committee on Energy and Commerce. Previously, she served as Vice President and General Counsel of the National Security Archive at George Washington University. Fuchs is a former litigation partner at Wiley Rein LLP. Fuchs has served as an officer on the D.C. Bar Board of Governors. She is the recipient of the American Library Association’s James Madison Award. Fuchs served as a law clerk for Judge Patricia M. Wald on the D.C. Circuit Court of Appeals and Judge Paul L. Friedman on the U.S. District Court for the District of Columbia. She is a graduate of the New York University School of Law and the London School of Economics and Political Science.



Lisa Hayles is Head of Client Services (North America) at EIRIS. Founded in 1983, EIRIS provides research on corporate environmental, social, governance (ESG) and other ethical performance indicators to more than 150 institutional investors around the world. EIRIS’s clients range from those who use its research for stock selection or exclusion, to pension funds and other institutional investors applying an engagement or sustainability overlay to their investment strategies.

In her current role, Hayles supports institutional fund managers and pension funds in North America seeking to implement a variety of responsible investing strategies in their investment processes. She also serves as a resource person on responsible investing issues to several independent investment committees. She joined EIRIS in November 2003 and previously worked at the Social Investment Organization in Toronto, Canada, where she was assistant director.



Paul Hilton, CFA, is a Portfolio Manager at Trillium Asset Management. He has been involved in sustainable and responsible investing for over 15 years, working on both the investment and sustainability research and advocacy sides. Prior to joining Trillium in 2011, Hilton was Vice President, Sustainable Investment Business Strategy at Calvert Investments, leading SRI product and business development. He also previously held senior positions within Calvert’s Equities and Marketing Departments. Before Calvert, Hilton served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, and as 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.

Hilton serves as Vice Chair of the board of US SIF. He served as Treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI) and was co-project lead on the influential UNEP-FI report entitled: Fiduciary Responsibility – Legal and Practical Aspects of Integrating Environmental, Social and Governance Issues into Institutional Investment.


Dana Lanza is the CEO of Confluence Philanthropy, which she launched in 2009 as a project of Rockefeller Philanthropy Advisors, after serving as the executive director of the Environmental Grantmakers Association (EGA). While at EGA, Lanza provided networking services to over 250 grantmaking organizations from across North America and Europe. While launching Confluence, Dana served as the Program Director and Board Advisor, from 2009 to 2011, at The Swift Foundation. Swift makes grants in the environment, indigenous and rural communities, and climate change initiatives; 30 percent of its endowment is committed towards mission-related investments.

Previously, Lanza founded Literacy for Environmental Justice (LEJ), which brought free urban environmental education projects to more than 10,000 public school students, while employing hundreds of at risk youth as community advocates. She acted as a lead organizer in closing San Francisco’s infamous Hunters Point Power Plant; raising funds to supplant it with the region’s first off-the-grid educational Eco Center. The Eco Center won the EPA’s National Environmental Justice Award after its grand opening in 2010. She also lived and worked among the Samburu people in northern Kenya for many years, the Cheyenne River Lakota in South Dakota, and Kosovan Roma refugees in Europe.


H. Jeffrey Leonard is CEO and co-founder of Global Environment Fund (GEF), one of the most experienced and successful private equity firms dedicated to sustainable investments in the clean energy, resource efficiency and environment sectors. Founded in 1990, GEF currently has approximately $1.2 billion in aggregate capital under management. Author of five books and numerous technical articles on energy, environmental and related issues, Leonard serves as Chairman of the Board of the Emerging Markets Private Equity Association, Chairman of the Board of The Washington Monthly, Chairman of the Board of City Year, and a Board Member of the National Council for Science and the Environment and the New America Foundation. He is also a founding board member and Chairman Emeritus of the Board of Beacon House. Leonard is a graduate of Princeton (Ph.D.), London School of Economics (M.S. Econ) and Harvard College (B.A., magna cum laude).



Rebecca MacKinnon is a Bernard L. Schwartz Senior Fellow at the New America Foundation, and author of The Consent of the Networked: The Worldwide Struggle For Internet Freedom. She is also cofounder of Global Voices (globalvoicesonline.org) an international citizen media network, and serves on the Boards of Directors of the Committee to Protect Journalists and the Global Network Initiative, a multi-stakeholder organization that advances corporate responsibility and human rights in the technology sector.

Fluent in Mandarin Chinese, MacKinnon worked as a journalist for CNN in Beijing for nine years and was Beijing Bureau Chief and Correspondent from 1998-2001, then served as CNN’s Tokyo Bureau Chief and Correspondent from 2001-03. Since then she has held research fellowships at Harvard and Princeton, taught online journalism at the University of Hong Kong, and conducted research and writing as a 2009 Open Society Foundations fellow.

MacKinnon received her AB magna cum laude from Harvard University and was a Fulbright scholar in Taiwan in 1991-92. She currently lives in Washington DC.


Susan Smith Makos serves as Vice President of Social Responsibility for Mercy Investment Services, Inc., the investment program of the Sisters of Mercy of the Americas. She also serves as SRI Advisor to Catholic Health Partners, a health system based in Cincinnati, Ohio. Prior to that, Makos served in a variety of roles in more than 20 years with Catholic Health Partners with responsibilities including finance and treasury, legal, corporate responsibility, advocacy and operations. She has served as a member of the board of Interfaith Center on Corporate Responsibility since 2008, and its board chairperson since 2010. She also serves on the boards of the Franciscan Sisters of Christian Charity Health System and OHA Insurance Solutions, Inc. and on the Social Responsibility Committee of Salient Partners. Makos holds a BA cum laude from Kenyon College and a JD cum laude from Indiana University.



Rob McGarrah is Counsel to the AFL-CIO’s Office of Investment, which leads the AFL-CIO’s capital stewardship efforts to protect the $4 trillion in retirement and health security of working families across America. His work includes SEC and corporate governance reform with accountants, money managers and proxy voting. He leads shareholder climate change and health reform efforts with leading Fortune 100 Companies and serves on the Board of the Global Reporting Initiative and the RAND Institute for Civil Justice.

As Public Policy Director at AFSCME, McGarrah launched the Economic Policy Institute, provided critical support for the successful drive to organize Harvard’s 3200 clerical and technical workers and led the union’s healthcare initiatives on patients’ rights, mental health reform and universal healthcare.

McGarrah received his JD from Villanova University and MPH from Johns Hopkins. He is Assistant Adjunct Professor at the Georgetown University Public Policy Institute and a founding member of the National Academy of Social Insurance.


Craig Metrick is Principal and US Head of Responsible Investment for Mercer. In this role Metrick consults to public, private and foundation clients on implementing responsible investment principles and mandates. Previously, Metrick was Director of the Corporate Benchmarking Service (CBS) at the Investor Responsibility Research Center, Inc. (IRRC) which provided ESG research to institutional investors. Metrick continued this role and took on additional responsibilities with regards to operations and integration when IRRC was acquired by Institutional Shareholder Services in 2005. Metrick joined Mercer in March 2006 and has more than 10 years experience working in the responsible investment industry and on issues of sustainability and corporate responsibility.

Metrick has authored or co-authored several public reports since joining Mercer, including: Universal Ownership: Opportunities and Challenges; Defined contribution plans and socially responsible investing in the United States: a survey of plan sponsors, administrators and consultants; Investing in clean energy, clean technology and carbon trading: insights for investors; and Energy efficiency and real estate: Opportunities for investors.


Andrea Moffat is the Vice President of the Corporate Program at Ceres and oversees the Corporate Accountability, Corporate Governance, Corporate Outreach and Water programs. She manages a team that engages with over 70 companies to help them meet sustainability commitments and achieve greater performance results. Moffat works directly with company leadership in over two-dozen Fortune 500 companies in order to develop new strategies, facilitate stakeholder engagement, and elevate sustainability to the boardroom. She is the lead author of The 21st Century Corporation: The Ceres Roadmap for Sustainability, and has contributed to a wide range of other publications.

Before joining Ceres, Moffat led and managed a corporate responsibility program for Canada's Environment Department. This program was focused on supporting corporations in a number of areas, including sustainability reporting, developing the link between sustainability and business value, and providing corporations with sustainability tools, research and information. Establishing partnerships with a wide-range of stakeholder groups was an important component of this program.


Allyson Park  is Vice President of Corporate External Affairs at The Coca-Cola Company. She and her team are responsible for protecting and enhancing the Company’s reputation and social license to grow.

Previously, Park was part of the global Corporate Communications department with responsibility as Group Director of Sustainability Communications and Communications Director of Active Healthy Living. She also was part of the International Shareowner and Stakeholder Affairs team. Before these roles, Park was the Director of Executive Communications in Coca-Cola North America. Park joined The Coca-Cola Company in 2005 as Senior Manager of Communications and Event Planning.

Before joining The Coca-Cola Company, Park was an executive with Atlanta-based Jackson Spalding Communications and New York-based Hunter Public Relations. Over the past decade, she has served on the Board of Directors for the Public Relations Society of America (Georgia chapter), Camp Fire USA Georgia, Atlanta Enterprise Center and the Junior League of Atlanta.




Wendell Potter left his position as head of communications for one of America’s largest health insurance companies, following a 20-year career as a corporate public relations executive, and has been speaking out ever since about how big corporations and their PR and lobbying groups manipulate public opinion to influence public policy. A best-selling author, columnist and consultant, he now devotes his time to writing, public speaking and helping businesses and organizations develop strategic communications plans to achieve their goals.

In a June 2009 testimony before the Senate Commerce, Science and Technology Committee, Potter disclosed how insurance companies, as part of their efforts to boost profits, have engaged in practices that have resulted in millions of Americans being forced into the ranks of the uninsured. He also described how the insurance industry has developed and carried out plans, based on deceptive public relations, advertising and lobbying efforts, to defeat or shape health care reform initiatives.

His book is an expose of health insurers and a stark warning that corporate spin is distorting our democracy. Deadly Spin: An Insurance Company Insider Speaks Out on How Corporate PR Is Killing Health Care and Deceiving Americans tells us why — and how — we must fight back.

Potter is currently a contributor to the Huffington Post and a senior analyst at the The Center for Public Integrity..

Brian Rice is an Investment Officer in the Corporate Governance Department of the California State Teachers Retirement System (CalSTRS) and has been working in the governance group at CalSTRS for over nine years. His main areas of focus are environmental risk management, the CalSTRS activist manager equity portfolio, and CalSTRS’ corporate governance efforts in Asia. His environmental risk management duties include analyzing potential risks to the CalSTRS investment portfolio, identifying appropriate portfolio investments to engage, and developing and implementing engagement strategies. Rice is also the staff lead for the CalSTRS Green Initiative Task Force, a multi asset class effort charged with identifying, implementing and reporting on environmental investment opportunities and risk management strategies. He received an MBA from the U.C. Davis Graduate School of Management and a bachelor’s degree in Economics-Business from U.C.L.A.

Jean Rogers is the Executive Director and Founder of the Sustainability Accounting Standards Board (SASB). The mission of SASB is to establish and maintain industry-tailored key performance indicators that foster integrated reporting on material sustainability issues by publicly listed companies and provide decision-useful information to investors and the public.

Rogers has over 20 years experience working with global clients to integrate sustainability into strategy and operations in order to reduce risk and improve performance. For the past 10 years, she was a Principal at Arup, a global consultancy focused on sustainable development. She worked with leading clients in the utilities, infrastructure, manufacturing, healthcare and real estate sectors in the United States, Europe, and Asia to provide creative and practical solutions to the challenges and opportunities posed by sustainability.

Prior to Arup, Rogers was a management consultant with Deloitte, where she honed her skills in corporate strategy, operations improvement, and metrics, helping Fortune 100 companies to address their most pressing environmental issues and capitalize on market opportunities. She is a registered professional engineer in California and a USGBC LEED Accredited Professional.

 


Candace Smith is Chief Operating Officer and a Managing Director of MicroVest. She is responsible for the oversight of operations for MicroVest Capital Management and the funds and facilities it manages. Smith joined MicroVest in 2005 as CFO before transitioning to her current role in February 2011. She has 25 years of experience in development finance. Before joining MicroVest, Smith worked as an independent consultant, advising clients such as the Inter-American Development Bank, Calvert Social Investment Foundation, and Corporacion para el Financiamiento de Infraestructura on due diligence, credit evaluation and other matters. As the former Chief Operating Officer for Triodos PV Partners, she oversaw a $50 million joint business development and equity investment program to promote solar electric service enterprises in developing countries. Previously, Smith served as Senior Credit Officer and Portfolio Officer at the Inter-American Investment Corporation.

Smith began her career in finance as a corporate lending officer with the former Continental Illinois National Bank. She is an independent trustee of MMA Praxis Mutual Funds, a faith‐based financial services organization.
 

Timothy Smith is Senior Vice President and Director of ESG Shareowner Engagement at Walden Asset Management. Smith joined Walden in October 2000. His primary responsibilities include overseeing shareholder advocacy and public policy and being a spokesperson for Walden on ESG issues. Walden has been a national leader in responsible investing for over 35 years, working on the environment, climate change, sweatshops, executive compensation, and corporate governance among other issues.

Previously, Smith served for more than two decades as Executive Director of the Interfaith Center on Corporate Responsibility, where he helped translate statements of concern by the religious community about corporate conduct into action and assisted ICCR’s religious member organizations and responsible investment partners in their ethical investing and shareholder advocacy.

Smith received the Bavaria Impact Award in 2010. In 2011, the National Association of Corporate Directors named him one of the most influential people in corporate governance and the boardroom. He is a member of the Exxon Mobil Advisory Board.
 

Dave Stangis is Vice President of CSR, Sustainability and Community Affairs for the Campbell Soup Company and President of the Campbell Soup Foundation. Campbell is the world's largest soup manufacturer, and comprises other brands such as Pepperidge Farm, V8, Pace, Prego and Swanson.

Stangis is responsible for designing and leading Campbell’s overarching CSR, Sustainability and Community Affairs strategies. He also oversees the Community Affairs strategy including Campbell’s signature childhood hunger and obesity initiative. Since his arrival at Campbell Soup, the company has been named to the Dow Jones Sustainability Indexes, the 100 Best Corporate Citizens List and as one of the World's Most Ethical Companies.

Prior to joining Campbell, Stangis worked at Intel for 12 years where he created and led the Corporate Responsibility function. He is on the advisory boards of the Graham Sustainability Institute at the University of Michigan, Net Impact, University of Detroit College of Business, and Ethical Corporation magazine. In 2011, Trust Across America named Stangis one of the Top 100 Thought Leaders in Trustworthy Business Behavior.
 

Julie Tanner joined CBIS in 2002 as Corporate Advocacy Coordinator. She was promoted to Assistant Director of Socially Responsible Investing in 2008. Tanner is responsible for engaging with boards and senior management at corporations to encourage the development and implementation of responsible policies and practices. She has led advocacy successes with such firms as Newmont Mining, JPMorgan Chase and Best Buy. Prior to joining CBIS, she was a Program Manager of Finance and the Environment at the National Wildlife Federation. She is one of fifteen members of a five-year multi-stakeholder panel of the Global Reporting Initiative and United Nations Environmental Programme’s Financial Initiative convened to create the first standardized social and environmental reporting framework for the financial services industry that allows comparability of sustainability reports. Tanner holds a B.A. from Rutgers University, an M.B.A. from Pace University and an M.S. from North Carolina State University.
 

Laura Trudeau is senior program director for The Kresge Foundation’s Community Development and Detroit programs. She manages Re-Imagining Detroit 2020, Kresge’s nine-point framework to reverse decades of disinvestment in Detroit and reposition the city as a model for revitalization. Nationally, Trudeau works with community development grantmakers and practitioners to identify initiatives for the redevelopment of older industrial cities and to build bridges between Detroit and other urban communities to encourage the sharing of information and strategies.

Trudeau joined Kresge as a program officer in 2001, initially working on the foundation’s national facilities capital challenge grant program. She was instrumental in developing Kresge’s Green Building initiative.

From 1972 to 2001, Trudeau worked at what is now JPMorgan Chase in the trust office, commercial banking and public affairs. As vice president and regional head for philanthropy and community relations in the Midwest, she oversaw the bank’s grantmaking activity in Detroit and surrounding areas. Trudeau serves on the Detroit Local Initiatives Support Corporation’s local advisory board and the Living Cities program committee.
 
Mike Wallace is the Director of the Global Reporting Initiative’s (GRI) Focal Point USA. GRI, a non-profit organization, promotes economic sustainability and provides companies and organizations with a comprehensive sustainability reporting framework for companies and organizations that is the mostly widely used in the world, with over 80 percent of the Global 250 using it. GRI’s Focal Point USA, officially launched in January 2011 at the New York Stock Exchange, is responsible for supporting the growth and quality of sustainability reporting in the United States.

Wallace has almost 20-years of experience advising corporations, non-profits and government agencies in developing and implementing sustainability programs. He initially gained his sustainability expertise while working for ERM in Australia. This expertise was expanded during his time with BSR, and was refined while running his own advisory services firm in California. He started with GRI in 2009 at its Secretariat in Amsterdam, and relocated to New York in 2010 to establish Focal Point USA.

Wallace has been recognized in the NACD’s 2011 Directorship 100, and in Trust Across America’s 2010 Top 100 Thought Leaders.
 

Martin Whittaker is an investment and business professional with over 15 years’ experience in clean tech, renewable energy and environmental markets. He is currently a Managing Director and founding partner at Sonen Capital, a specialty impact asset management firm serving the family office, foundation and private wealth markets. He is also a Board member of the Carbon Disclosure Project U.S. and co-convener of the CREO family office investment network. From 2006 to 2010, Whittaker served as a Director of MissionPoint Capital Partners, a Connecticut-based clean energy private equity firm, where he helped establish the company and played a senior role in the company's investment activities and external business development. Before MissionPoint, Whittaker was a Senior Vice President at Swiss Re Financial Services in New York, where he provided carbon and clean energy market expertise to the company’s asset management divisions, helped establish the $500 million European Clean Energy Fund, and supported the firm-wide sustainable asset management strategy. Prior to Swiss Re, Whittaker was a Managing Director of Innovest Strategic Value Advisors, Inc., an investment advisory and research firm.
 

Susan Williams has more than 25 years of experience researching, writing and analyzing energy, environmental and corporate responsibility topics for institutional investors. Since 2009, Williams has been an independent consultant, focusing on sustainability and energy issues for Sustainable Investments Institute and People 4 Earth Foundation. She is the author of Discovering Shale Gas: An Investor Guide to Hydraulic Fracturing, commissioned and funded by the Investor Responsibility Research Center (IRRC) Institute and conducted by the Sustainable Investments Institute (Si2).

Williams began her career in corporate responsibility with the IRRC Social Issues Service in 1984 and continued to provide proxy analysis through IRRC's acquisition by Institutional Shareholder Services and RiskMetrics. From 1982 until 1984, she also worked with energy and environmental consulting firms in the Boston area. Williams is the lead author of more than a half-dozen books and publications, including a series spanning a decade of renewable energy development in the United States. Her findings have been reported in The Wall Street Journal, The New York Times, The Washington Post, the Economist and other leading newspapers
 

David Wood is Director of the Institute for Responsible Investment (IRI), a project of the Boston College Center for Corporate Citizenship, where he conducts research on responsible investment and its applications. He has led a series of projects over the last five years, exploring emerging issues for social investors such as fixed-income investment, mergers and acquisitions, corporate disclosure, real estate investment, and offshore SME investment.

Recent projects at the IRI include the production of a Handbook on Responsible Investment across Asset Classes; the development of a Responsible Property Investing Center; research on the production and dissemination of corporate social reports; and research into investor use of corporate reporting on nonfinancial information.

Prior to his work at Boston College, Wood taught the history of ethics, ethical and economic thought, and human rights theory at Boston University. He holds a Ph.D in History from the Johns Hopkins University.

Betsy Zeidman is a Senior Fellow at the Milken Institute, with expertise in impact investing, community development finance, corporate governance and strategic philanthropy; and an Executive Fellow at the USC Center for Communication Technology Management. She consults with investment funds and organizations on building and growing sustainable investment programs that generate positive financial and social returns.

She previously served as the inaugural director of the RFK Compass Program at the Robert F. Kennedy Center for Justice and Human Rights. The RFK Compass Program engages institutional investors to explore and advance the connections among investment performance, fiduciary duty and public interest issues. Earlier, Zeidman served as director of the Milken Institute’s Center for Emerging Domestic Markets, where she managed the Institute’s work in mission-related investing, corporate governance and development finance.

Zeidman is a member of the board of directors of US SIF – the Forum for Sustainable and Responsible Investment, and sits on the advisory board of the Center for Community Investments at the Federal Reserve Bank of San Francisco.

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