Vert Asset Management
Sam is CEO and co-founder of Vert Asset Management. Sam founded Vert to make sustainable investing easier for financial advisors and their clients.
Sam began his financial services career at Dimensional Fund Advisors in 1996. As a Regional Director in the USA, Sam educated financial advisors on DFA’s investment philosophy. In 2003 Sam moved to London to start Dimensional’s European Financial Advisor Services. He left after raising 10 Billion USD in assets in 10 years from advisors in a dozen countries.
Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis.
With experience in key leadership and entrepreneurial positions at Fortune 500 & private start-up companies, Karen has a successful track record with high growth companies including the vision for CSRware. During her time in Silicon Valley tech companies, Karen has engaged in product innovation, developing key partnerships and sales. Her focus is to identify customer challenges & find solutions to solve them.
2006-2009 (during Master's), Karen founded CSRware to pave the way for environmental sustainability compliance software with consulting to identify industry needs. By 2010, CSRware launched its software platform with key customers. In 2013, the CSRware platform introduced the 2nd generation Environmental Sustainability Data Management, Supply Chain Risk Management and Conflict Minerals Management.
CSRware was a founding partner of the Sustainability Accounting Standards Board (SASB) in addressing sustainability and financial metrics key to include in SEC filings. As CEO of CSRware, Karen is instrumental in new business, partnerships, product innovation and bringing continued value to the market. Karen continues to evangelize the need for business to integrate environmental sustainability compliance into the fabric of their operations and that the environmental sustainability movement is critical to business continuity. It's looking at sustainability through a new lens and an evolution in smart business philosophy.
As a tenacious & passionate entrepreneur with an operational background, Karen never stops looking for new cutting edge solutions to enable business to thrive & alleviate pressure on manufacturing with the need to secure key natural resources – a new reality.
To integrate Environmental Science, Information Technology & Business Management into a new business, Karen received her Master’s in Science in Environmental Management (MSEM) from the USF and holds a B.S. degree in Business Administration from Northeastern University.
The bambeco brand and Susan Aplin cannot be separated. Born of a culmination of a successful career at premium retail brands and a lifelong love for the outdoors, bambeco embodies Susan’s passion for the planet and for making the world better for all who inhabit it.
Susan’s career spans 25 years and has included some of the best known and respected premium retail brands in the industry, such as Williams Sonoma, Inc., The Gap, The Sports Authority, and Staples. Her experience encompasses key executive roles in Merchandising, E-Commerce and Catalog, Supply Chain, Operations, and Mergers and Acquisitions.
Affirming her vision and leadership, Susan (and bambeco) have received numerous accolades, including being named as top CEO in 2012 by SmartCEO Brava Awards, bambeco named to Internet Retailer’s HOT 100, and nominated for top Luxury Sustainability Brand. In 2012, Maryland Governor Martin O’Malley recognized Susan and bambeco in his State of the State for her great work in Maryland. Susan and bambeco continue to be recognized for measurable contributions to sustainability, innovation, leadership, and philanthropy.
At the helm of bambeco, Susan’s multi-faceted contribution is evidenced in a fluid combination of keen business acumen and creativity. Leading with the mantra of, “changing the world, one room at a time,” Susan shapes all facets of bambeco’s multi-dimensional personality including sustainability principles and messages, driving innovation and sales, customer and e-commerce experience, product development, and investor relations.
Susan attributes her unwavering success and bambeco’s profound acceptance in the marketplace to two distinct “Ah Ha” moments:
In 2002, during a business flight with Williams-Sonoma Founder Chuck Williams, Williams shared, “If you love what you do, the world will fall in love with you.”
In 2008, Susan was standing on a dramatically receding glacier. (see Our Story). What she saw transformed her life and caused the idea to create bambeco.
When she’s not in her eco-chic office Susan can be found enjoying the Chesapeake Bay, cycling, running, hiking or spending time with friends and family and her beloved Boston Terrier, Isla.
“For me, sustainability and environmental stewardship are deeply important. I believe we have a profound responsibility to protect, preserve, and leave the world a better place for generations to come. Changing the world…One Room at a Time is more than producing truly sustainable and stylish products; it is about the cycle of life…a personal and professional commitment centered around a respect for the earth and its resources and the people who inhabit it.”
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Catherine Banat serves as the Institutional Portfolio Manager for Access Capital, RBC Global Asset Management’s fixed income impact investment strategy that focuses on helping underserved communities. This place‐based fixed income strategy allows investors to target low‐to‐moderate income families and neighborhoods. As the Institutional Portfolio Manager, Catherine’s responsibilities include business development and client service, ensuring that investment solutions are implemented based on each client’s customized impact requirements. Prior to joining RBC, Catherine managed strategic initiatives, risk and compliance for the New York City Retirement Systems, a $150 billion public pension plan, where she also researched, developed and implemented the strategic plan for the Economically Targeted Investment program of the Systems, directing investments to New York City.
Catherine has dedicated her career to the financial services industry and has held senior level positions at various firms including, Goldman, Sachs & Co., JP Morgan, Paloma Partners, C3 Capital, and Lehman Brothers. She earned a BA in History and a BSE in Management from The University of Pennsylvania and the Wharton School, as well as an MBA in Finance from Columbia University. Catherine holds FINRA Series 7 and 63 licenses.
Baveles Group Family Office
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Kari is a West Point Graduate, certified personal trainer, US Army Veteran, and wholehearted entrepreneur. Growing up as an avid athlete and educated as an environmental engineer, her passion for the environment, the planet, and healthy living fuels her entrepreneurial spirit. Her mission is to provide thought leadership on sustainability initiatives surrounding the circular economy, sustainability storytelling, and healthy living.
As the mother of two young children, she is driven to provide the education and leadership for them to become the future stewards of our planet. She is currently expanding Relan and on a series of children’s books to engage the next generation in taking care of our planet. Kari serves on the Technical Advisory Board for the Reuse Institute and has a Certification in Sports and Sustainability through the Presidio Graduate School.
US News & World Report/ASBC
David Brodwin writes a weekly column on sustainability in the Economic Intelligence section of US News and World Report. In addition, he’s co-founder, VP of communications and CFO at American Sustainable Business Council, the leading business organization working for policy change in support of a triple bottom line economy.
David’s background combines senior executive roles in private sector management consulting with leadership positions in advocacy and public policy. In the private sector, he was a partner at Accenture, a leading global consulting firm; director at Arthur D. Little, another consultancy; and vice president of marketing at Radius, a computer peripherals manufacturer. In policy work, he was president of New Voice of Business and executive director at Rockridge Institute, a think tank specializing in political communications. David lectures on social change at Golden Gate University. He holds an MBA from Stanford and a B.A. from Harvard, and lives in San Francisco.
Nick is dedicated to making financial services available to everyone.
He has a systems architecture background with over 30 years of experience, mostly working on the International Banking Infrastructure.
He has also been an executive for several startups over the last 15 years, in technology and strategy roles.
He is now launching ClearPurchase, which brings true Banking to the Unbanked.
Bio coming soon.
Telluride Development Corp.
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Emily Chasan edits the sustainable finance newsletter at Bloomberg Brief. She covers responsible investing, corporate sustainability, and corporate governance.
She was previously a senior editor at The Wall Street Journal’s CFO Journal, and a senior correspondent at Reuters where she covered accounting, law, hedge funds, manufacturing, and the U.S. stock market. She led the wire service’s team of bankruptcy reporters during the financial crisis from 2008 to 2010.
Emily started her career as an intern in The Wall Street Journal’s Dallas bureau. She has won two Front Page Awards from the Newswomen’s Club of New York, and in 2012 was named to the National Association of Corporate Directors’ “Directorship 100” list of people most influential on corporate boards.
She graduated from Tufts University cum laude with a degree in Economics and International Relations.
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Brightpath Capital Partners
Rob is Managing Partner of Brightpath Capital Partners LP, (an investment group focused on generating both economic and social value) and Chairman of Up Services LLC (an IT, satellite and energy services company). Previously he was President and CEO of Covad International, a broadband services provider in Asia and Europe; Senior Vice President of Tele-Communications Inc. (now Comcast), where he managed the broadband services business unit; and Treasurer and CFO of Intellicall, a telecommunications technology public company. He started his career in principal investing at First Boston and Lehman Brothers. Rob was also a member of the board of directors for Teleport Communications Group, and Sprint PCS, MCI, Inc and several other venture stage companies in the US and Europe. He currently serves as board Chairman for Sungevity Inc, and as a director for BluHomes, Inc, Beneficial State Bank and the East Bay Community Foundation. Rob earned his Bachelor of Arts and MBA from Harvard University and completed postgraduate work in political economy at the University of Nairobi, Kenya as a Rotary Fellow.
Rick has over a decade of experience in the cleantech and sustainability sectors serving in executive sales, strategy, and management roles, with a professional career spanning legal, technology, international, and entrepreneurial pursuits.
He possesses a keen understanding of the challenges ventures with a beneficial social impact face in raising capital, the groundbreaking advances in marketing and database technologies, the opportunity inherent in newly developed company financing strategies, and the rapidly expanding global appetite for healthier and more sustainable solutions; and he has a passion for capitalizing on the confluence of all these elements in positively shaping the future of our planet and populous.
Mikhail Davis is Director of Restorative Enterprise at Interface, the world’s largest manufacturer of modular carpet. He is responsible for advancing Interface’s journey to Mission Zero (and beyond) in the Americas by building internal leadership capacity, facilitating strategic alignment of efforts, and creating external partnerships that shift the marketplace toward sustainability. An expert in sustainable materials, he leads Interface’s product transparency efforts in the Americas and is lead author and editor of the Radical Industrialists column at GreenBiz.com.
His previous work includes three years as manager to environmental icon David Brower (an original member of Interface’s “Eco Dream Team”) and five years with Blu Skye Sustainability Consulting building sustainable business strategies and tools for Fortune 500 companies including Walmart, Sony Pictures, Bunge, Staples, and Waste Management. He holds a B.S. in Earth Systems-Biosphere from Stanford University and is a certified Biomimicry Specialist.
The Water Institute
Felix Dodds is a Senior Fellow at the Global Research Institute and a Senior Affiliate at the Water Institute at the University of North Carolina and an Associate Fellow at the Tellus Institute. He was the co-director of the 2014 Nexus Conference on Water, Food, Energy and Climate.
Most recently he has a member of an informal expert group for the President of the UN General Assemblies Brookings Report: “Links in the Chain of Sustainable Finance: Accelerating Private Investments for the SDGs, including Climate Action.” Additionally, Felix has partnered with Comics Uniting Nations and UNICEF to co-write Santa’s Green Christmas: Father Christmas Tackles the Crisis of Climate Change, which was launched at the 2016 UN Climate meeting in Morocco in November. It will be a free downloadable comic.
He has written or edited fourteen books he had two books out in 2016:
Negotiating the Sustainable Development Goals: A transformational agenda for an insecure world is the final book in a trilogy (known as the Vienna Café Trilogy) of books on sustainable development at the global level from 1972 to now. The other two books being: ‘From Rio+20 to a New Development Agenda: Building a Bridge to a Sustainable Future’ written with Jorge Laguna Celis, Liz Thompson and ‘Only One Earth The Long Road via Rio to Sustainable Development’ written with Michael Strauss and the father of sustainable development Maurice Strong.
For the Sustainable Development Goals process he has advised the Ford Foundation, the Communitas Coalition, Article the World Animal Protection and the company AVIVA. He also set up and advises the government Friends of Governance for Sustainable Development.
Felix was the Executive Director of Stakeholder Forum for a Sustainable Future from 1992-2012. He played a significant role in promoting multi-stakeholder dialogues at the United Nations and proposed to the UN General Assembly the introduction of stakeholder dialogue sessions at the United Nations Commission on Sustainable Development. In 2011, Felix was listed as one of 25 environmentalists ahead of his time.
For Rio+20 he was on the Steering Committees for the major global scientific conference Planet Under Pressure Conference(2012), the German intergovernmental Conference on the Nexus of water-food-energy (2011) which he also organized the stakeholder engagement for as he did for the two other German intergovernmental Conferences Energy (2004) and Water(2001).
For the UNFCCC he set up the Water and Climate Coalition which succeeded within three years to get water into the climate text.
In 2011 he chaired the United Nations DPI 64th NGO conference – ‘Sustainable Societies Responsive Citizens’. It was the first event to put forward some suggestions on what the Sustainable Development Goals should be. From 1997-2001 he co-chaired the UN Commission on Sustainable Development NGO Steering Committee.
He has been active at the UN since 1990 attending and actively participating in UNFCCC, UNCBD, the World Summits of Rio Earth Summit, Habitat II, Rio+5, Beijing+5, Copenhagen+5, World Summit on Sustainable Development and Rio+20. He has also been to all the UN Commissions for Sustainable Development and many UNEP Governing Councils.
He is also an International Ambassador for the City of Bonn.
Bio coming soon.
Silicon Valley Social Venture Fund
Ms. Van Dusen was recognized by Silicon Valley Business Journal as a 2015 Woman of Influence based on her 25-plus years of environmental and social innovation leadership. As Chief Relationship Officer at SV2 – Silicon Valley Social Venture Fund, she cultivates and stewards key relationships to make social responsibility a priority for everyone in Silicon Valley. SV2 is a community of more than 200 individuals and families who have joined together to learn about effective giving and pool their resources to invest in innovative nonprofits and for profit social enterprises. Today she champions SV2’s cross-sector social innovation initiatives leading SV2’s impact investing efforts investing in early stage, mission-driven for-profit companies. SV2’s capacity-building support for pioneering nonprofits and strategic collaborations within the social impact field is primarily focused on Silicon Valley but also includes some international grant making.
Van Dusen is a lifelong civic leader and environmentalist who sits on the City of Palo Alto’s Sustainability and Climate Action Advisory Board, was appointed by Palo Alto City Council to the Utility Commission, worked at the Precourt Institute for Energy at Stanford University, served on numerous boards initiating environmental change including Palo Alto public schools, Planned Parenthood, Boy Scouts, the Palo Alto Art Center Foundation, and has worked on multiple successful political campaigns related to clean energy policy at both the state and local levels, in addition to Obama and Hillary for America. After launching and leading the award-winning Palo Alto Online, she created and hosts First Person, a video interview series featuring Silicon Valley trailblazers pioneering innovations in technology, social impact and creativity. In addition, Lisa Van Dusen is a practicing artist and arts advocate/activist who believes art and stories are a powerful platform for social change. She speaks frequently on the topic of civic engagement, sustainability and the role of civic and social impact leadership sharing her deep knowledge of solutions and models for resilient communities.
Intentional Endowments Network
Georges Dyer has been engaged in solutions-based, whole-system approaches to sustainability for over 15 years. He serves as Executive Director of the Crane Institute of Sustainability, and leads the Intentional Endowments Network, supporting senior leadership in higher education to advance sustainable investing strategies that enhance endowment performance while aligning investments with mission, values, and sustainability goals.
From 2006-2013, Georges served in various roles, including Vice President, at Second Nature to develop the American College & University Presidents’ Climate Commitment (ACUPCC) network – comprised of more than 670 institutions committed to climate neutrality and integrating climate and sustainability into education, research, and community engagement activities. Previously, Georges was the Head of Market Intelligence at LaBranche Financial Services, where he was an NASD Series 86/87 licensed analyst. He is a graduate of The Mountain School, Phillips Exeter Academy, and Dartmouth College. He holds an MSc in Strategic Leadership towards Sustainability from the Blekinge Institute of Technology in Karlskrona, Sweden.
National Geographic Society (Invited)
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Cammie Erickson is working to build a purpose-driven culture at LinkedIn. As Head of Employee Engagement for LinkedIn for Good, Erickson works to inspire all 9,000-plus LinkedIn employees across 30 cities to drive social impact through strategic, skills-based volunteering and giving programs. Prior to joining LinkedIn, Erickson spent seven years working in the social sector, first at Ashoka, supporting the work of innovative social entrepreneurs, and then at BSR, as part of the Partnership Development and Research team. Erickson is currently pursuing an MBA at UC Berkeley Haas School of Business, where she is a Forte Fellow and 2014 Public Service Scholarship Recipient.
Mr. Farrell began his career in 1987 working for Bankers Trust in New York where he launched a mutual funds custody unit and directed its growth from $600 million to $3 billion in assets. In addition he managed two operations in international custody and tax-exempt municipal bonds. Subsequently, Mr. Farrell joined the Industrial Bank of Japan where he established the Japan Trust Group and led the firm’s efforts in replacing their global custody and trust system. In 1994, after briefly consulting with the Financial Services Group of Booz Allen & Hamilton, he joined Montgomery Securities in San Francisco where he built a high net-worth business managing $300 million in equity and fixed-income assets for private individuals and institutions.
In 1997, Mr. Farrell moved to Donaldson, Lufkin & Jenrette where he was instrumental in building a high net-worth business overseeing $1 billion in assets. He also served as a senior partner of a private client services team for Credit Suisse First Boston when they acquired DLJ.
Mr. Farrell earned his Bachelor of Arts degree in economics cum laude and with University Honors from Brigham Young University and his Masters in Business Administration from The Harvard Business School.
Bio coming soon.
Reframe It Inc.
Bobby co-founded Reframe It after receiving his B.A., magna cum laude, in Philosophy from Yale University. He served as a Special Advisor to Tomorrow’s Europe, a Deliberative Democracy project of the European Commission, and as a Special Advisor to the Center for Deliberative Democracy at Stanford University.
Bobby also serves on the advisory board of Recipco (www.recipco.com) and has founded two organizations creating markets for excess capacity. As a Fellow of the Richard Florida Creativity Group and Fellow of the Office of the Mayor of Baltimore, he founded ACCESS Baltimore (Arts Creating Community Energy and Social Solutions), to create opportunities for inner-city at-risk youth to attend cultural events. Bobby also founded the Books for Teachers program, which has created more than 1000 classroom libraries for schools in Connecticut, Hawaii, and Washington.
Bobby co-created the initial version of Haiti.com, a website which allowed earthquake volunteers from to efficiently find information about urgent needs on the ground, and to communicate it with first responders via Usahidi. Bobby is also a playwright who has been produced in London at the Bloomsbury Theatre, Austin, Texas, and New York.
Crystal City BID
Angela Fox was hired as the first President/CEO of the Crystal City BID in November of 2006. The Crystal City BID has also become a pioneer in the industry, with many of the programs and methods created by Ms. Fox being adopted by other organizations throughout the region.
Prior to working at the Crystal City BID, Ms. Fox served as Executive Director and CEO for Cultural Tourism DC. While at Cultural Tourism, she expanded the capacity, visibility, viability, and reach of the organization in every area from membership and funding, to program delivery. She either initiated and/or delivered creative and innovative marketing programs including three Heritage Trails, WalkingTown Spring/Fall, Warm Up to a Museum, and Culture Cool.
Though Ms. Fox now works in the non-profit sector, her background is primarily corporate. She has run her own consulting firm providing business strategy, marketing and executive coaching services to individuals, corporations, and non-profits, including ESPN, Bank of America, Association for Education Development, and more. She was also VP for Product and then Strategic Development at Simplexity, and she began her career in the Executive Development Program at Bell Atlantic (now Verizon). While at Bell Atlantic, she launched Bell Atlantic.net, the company’s Internet Access product, and, as CIO for Consumer Services, their first e-commerce application for their consumer base; as well as appearing in two Bell Atlantic commercials and facilitating Diversity Management training throughout the organization.
Graduating from Georgia Tech with Highest Honors in electrical engineering, Ms. Fox has honed a deep and meaningful commitment to her community. She currently serves and has on several boards, including the Arena Stage Corporate Board, Synetic Theater (as Chair), Georgia Tech, and the FotoDC Advisory Board. She is a past chair for the Capitol Fringe Festival and the Woolly Mammoth Theatre Company’s board, which raised more than $9M and built a new theatre during her tenure. She also served on the Arlington Arts Commission. A 29 year, Prius-driving vegetarian, avid traveler, runner, and active yogi, Ms. Fox lives in Arlington and is the proud mom of an amazing middle schooler at Gunston Middle School.
City of Palo Alto
Bio coming soon.
Impax Asset Management
Leah is a key member of the client service team at Impax Asset Management, working with the firm’s institutional clients and retail distribution partners. She has experience in both equity research and institutional asset management, most recently working with Russell Investments’ Multi-Asset portfolio management team based in New York. Previously she worked with Russell’s institutional clients, providing asset allocation advice, investment review and performance evaluation. Leah began her career at Renaissance Capital LLC, a boutique research and investment firm focused on public offerings (IPOs) where she worked for 4 years in equity research and index design, construction and support. She received a BS in Mathematics and Finance from Sacred Heart University (2008) and an MS in Sustainability Management with a concentration in Sustainable Finance from Columbia University (2016). Leah is also a Chartered Financial Analyst (CFA).
As Chief Technology Officer at Perfect Day — a disruptive dairy startup developing technology to produce milk from fermentation, not cows — Tim Geistlinger is driven by a passion to create scientific solutions that tackle major problems. Tim leads all scientific research and development efforts for the Bay Area company where his work is focused on creating earth-friendly, high-quality, functional proteins that deliver a truly satisfying full-dairy experience, without the environmental and welfare issues inherent to factory farming.
Tim brings over 15 years of experience in biotechnology and pharmaceutical research and development to Perfect Day, along with a track record of innovative breakthroughs across various medical, industrial, and academic arenas. Tim’s scientific career includes positions at Shaman Pharmaceuticals, MIGROS AG, Stanford University, Genentech, UCSF, Tokyo University, Harvard Medical School, The Dana-Farber Cancer Institute, Amyris Biotechnologies, and Beyond Meat.
The results of Tim’s work can be measured by their impact. In the early-mid 1990s, Tim engineered antibodies, which formed the foundation for the first examples of targeted cancer therapeutics and a treatment for HER2+ Breast Cancer; Later versions of which are still being used today to treat 40% of breast cancer patients. He identified a series of compounds from plant extracts used today to treat symptoms associated with AIDS. He developed methods to map the genetic regulatory problems associated with ER+/PR+ Breast Cancer for the identification of therapeutic targets, which are now being developed in the hands of larger institutions like Novartis. Tim worked with a team to develop Amyris’ platform, which relied on sugar cane for large scale fabrication of artemisinin, to create renewable jet fuel, and to develop diesel fuel. Most recently, Tim led R&D at Beyond Meat where he built a team of scientists to create meat products — chicken, ground beef, and hamburgers — from plants, using simple ingredients his grandmother would have in her pantry. Most notably, Tim developed the Beyond Burger over 18 months. It was the first animal-free meat product to cook and taste like meat and paved the way for an investment in the plant-based company from Tyson Foods. It is currently being served in major restaurants and sold at Whole Foods Market.
Tim earned a PhD in Chemistry and Chemical Biology from the University of California, San Francisco. During his free time, you can find him playing guitar with his two children or biking the coastal roads of California.
Colin is a sustainability industry veteran and has presented at conferences around the world and he is known for lively presentations with strong insights delivered with a strong sense of humour.
Colin has developed award-winning solutions to environmental problems from the end of toxic waste pipes to the boardroom and he has worked with all levels of government, from local to Federal and with companies from small businesses to members of the Fortune 50.
In recent years, Colin has pioneered the use of advanced visualization technologies to help move Sustainability/CSR beyond the compliance stage to take its place within forward looking, goal-based, brand enhancing strategy. He is currently working on technology-driven ways to take sustainability to the next level of mass understanding, engagement and action.
Bio coming soon.
Rebecca Hamilton leads Badger’s new product development from concept to market as well as their sustainability initiatives. Rebecca has nearly a decade of experience in the natural products industry, and she has served as an industry expert and public presenter more than 30 conferences and events. Her background in economic botany and supply chain management coupled with her passions for organic living, safe products, and ethical commerce have led her to wider industry involvement and public service outreach. Rebecca has helped guide new cosmetic reform and spearheaded the passing of Benefit Corporation legislation in the state of New Hampshire. She has served as the chair of the Natural Products Association Natural Seal Steering Committee and as a member of the NSF Joint Committee on Natural Personal Care and the Safer Chemicals Coalition.
Mark is a corporate sustainability executive who has over fifteen years of experience leading and building corporate sustainability teams and strategy in both consumer and electronics sectors. Mark was key leader in driving Hewlett-Packard’s sustainability programs where he headed up HP’s stakeholder relations team and efforts. Mark also founded Decker Brands Sustainability program developing its ethical supply chain, environmental sustainability and community affairs programs. Currently Mark is Director of Sustainability for Sonos – a Santa Barbara based wireless home audio company. Mark also sits on the board for the local non-profit Environmental Defense Center. In his spare time, Mark enjoys paddlesurfing, volleyball, yoga and woodworking.
Clean Energy Advisors
Scott Hill has over twenty years of entrepreneurial experience including a significant perspective on business start-ups and building successful small businesses. He has either founded, purchased, sold, or acted as an intermediary in over 12 business ventures. In 1998, he received Venture Capital for a .com start-up that was later sold to a large investment group. His experience in a variety of industries and business disciplines provides a balanced view of how business works. Prior to joining CEA, Scott worked in the consulting industry successfully assisting high level executives with career transition.
His duties at CEA include overseeing the firms family office, endowment, foundation, and UHNW client strategies. Since 2014, he has served as a panelist at US based family office conferences and enjoys speaking on impact investing, renewable energy opportunities, and the future of Solar PV worldwide.
Scott is a 1991 graduate of Columbia University and four year member of the football program. He lives near Nashville, TN with his wife and children. He’s actively involved in his community and church. He’s coached over 40 youth sports teams, served on two soccer club boards, led his church’s Room-In-The-Inn program, and participates in CLC, a Christian leadership group for men.
Bio coming soon.
As founder and CEO of REV, Elliot builds on his passion to bring the power and creativity of business to address the core challenges and opportunities of our time. REV strives to accelerate the marketplace transformation to a new mindset of sustainability, energy efficiency, resource productivity and climate resilience by providing sustainability education and supporting tools to businesses, organizations and communities.
Elliot Hoffman was co-founder and CEO of Just Desserts, one of the most highly respected brands in the SF Bay Area, employing over 300 people. He is also a co-founder of New Voice of Business, a pioneer in small business advocacy in the San Francisco Bay Area and nation. Elliot is a previous board member and chair of the Presidio Graduate School, one of the few accredited U.S. programs offering MBAs in Sustainable Management. He is a former board member of the SF Chamber of Commerce and Business for Social Responsibility.
Harley Ellis Devereaux
Nationally recognized architect and author Lance Hosey is Chief Sustainability Officer with the global design leader Perkins Eastman. For nearly a decade, he was a Director with William McDonough + Partners, the internationally acclaimed pioneer of sustainable design, where some of his clients included NASA, Google, Palm, SC Johnson, the University of California, Fortune Magazine, the National Museum of Science & Industry (UK), American University, and Fuller Theological Seminary.
Lance has been a Fellow of the Michael Kalil Endowment for Smart Design and a Resident of the Rockefeller Foundation’s Bellagio Center. He has been featured in Metropolis magazine’s “Next Generation” program, Architectural Record’s “emerging architect” series, and various other publications, including Vanity Fair, Forbes, The New York Times, theChicago Tribune, and the Los Angeles Times.
A popular speaker, Lance has given keynotes at events such as SXSW Eco, Sustainable Brands, and Gulf Coast Green, and he has spoken at many universities and industry events.
Lance’s essays on the social and environmental aspects of design have appeared in publications such as The New York Times, The Washington Post, Metropolis, Architectural Record, Architecture, GreenBiz, Greensource, Greensource, and Grist. From 2007-2010, he was a Contributing Editor with Architect magazine, where he wrote the monthly “Ecology” column, as well as a regular blog.
Lance wrote the introduction to the popular Green Homes : New Ideas for Sustainable Living (HarperCollins, 2007), and his essay “Toward a Humane Environment: Sustainable Design and Social Justice,” appeared in Expanding Architecture: Design as Activism (Metropolis Books, 2008).
With Kira Gould, he is co–author of Women in Green: Voices of Sustainable Design (Ecotone Publishing, 2007), the first book in the design industry to study the links between diversity and sustainability.
Lance’s latest book, The Shape of Green: Aesthetics, Ecology, and Design (Island Press, 2012), is the first to study the relationships between sustainability and beauty and outline a set of principles for the aesthetics of sustainable design. “Like” it on Facebook.
Bio coming soon.
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Kristina Joss is a senior consultant for the sustainability communications agency Salterbaxter, managing a client portfolio and delivering sustainability projects for Fortune 500 companies in the US market. She works with companies across a range of industry sectors and sustainability issues on strategy development, materiality and stakeholder engagement, corporate communications, content development and reporting projects.
Kristina’s sector experience includes technology, retail, hospitality, automotive, food & beverage, extractive, and media. Recent clients include BNY Mellon, Hilton Worldwide, Lockheed Martin, P&G, and Time Warner.
Kristina’s background in strategic communications and marketing combined with cross-sector experience with technology start-ups, multinational corporations, non-profits and trade associations offers clients the skills and knowledge necessary to maximize shared value for business and society.
Bio coming soon.
Dana Investment Advisors
André graduated from the University of Washington with a BA in Economics in 1981. André joined Dana Investment Advisors in February 1991 and is currently an Executive Vice President, and is a Principal in the firm. He is responsible for marketing and client support with key clients nationwide.
André is a Certified Investment Management Analyst (CIMATM) and is a charter member of the investment Management Consulting Association (IMCA).
Bio coming soon.
Bio coming soon.
NorthBridge Energy Partners
Bio coming soon.
Yahoo for GOOD
Olivia Khalili works with companies to design, implement, and evaluate social benefit initiatives. She leads Yahoo’s social impact program, Yahoo for Good.
Previously, Olivia worked with Ashoka to create employee engagement and brand building programs that connected social entrepreneurs with companies including American Express and Ben & Jerry’s.
In 2008, she founded CauseCapitalism.com, an online resource that helps businesses grow by incorporating a social mission. Her approach stems from cross-sector experience working with tech startups and nonprofits, and in international development in Micronesia.
Olivia lives in San Francisco with her husband and son. Connect with her on twitter at @OKL.
Bio coming soon.
Bio coming soon.
Kountze Impact Strategies
Elizabeth is a technology for social good strategist and former journalist with more than 14 years of experience leading global digital inclusion and network-centered innovation programming, partnership-building and reporting to improve access to information and opportunities. She is Chief Impact Officer for the emergent technologies startup Digital Raign and founder of Kountze Impact Strategies. She has led international capacity building programs that enable people to participate and engage with the power of the Internet in their own language, she has managed and grown entrepreneurship skills-building supported by mobile phones, and she has supported the growth and development of local innovation and technology labs. She led partnership development for the international nonprofits Internews and One Global Economy with partners such as Cisco, Citi, Facebook, Google, Omidyar Network, Yahoo, and Symantec, and advised marketing and outreach for science and technology initiatives at the US Agency for International Development. She has managed and grown social impact programs in Haiti, India, Kenya, Lebanon, Mexico, and South Africa, and led outreach in Senegal. She teaches vinyasa yoga in San Francisco and loves to be in the trails and waters where she lives in nearby Sausalito.
Bio coming soon.
Sabrina Lamb is the Founding Chief Executive Officer of the WorldofMoney.org, which has been an 11 year leading provider of immersive classroom financial education for 4,000 youth in the Tri-State New York City area. The organization was selected as a Promise Place by America’s Promise Alliance and by AOL Impact as one of ten top social good organizations in America. Under her leadership, since 2005, she has spearheaded the annual Youth Financial Education Training Institute, attracting financial experts adept in teaching youth disciplined saving, stocks/bonds, real estate investment, insurance, wealth mindsets, philanthropy, et al. Sabrina has frequently presided over the NASDAQ Opening/Closing ceremonies and testified before the House Sub-Committee Financial Services on Capitol Hill. Sabrina is a NAACP Image Awards nominee in Outstanding Literary Work-
Instructional for her book “Do I Look Like An ATM? A Parent’s Guide To Raising Financially Educated African- American Children” and the satirical “A Kettle Of Vultures…Left Beak Marks On My Forehead”.
Sabrina helmed the creation of the World of Money Youth Financial Education mobile app; 63 videos taught by youth for their peers in English, Spanish, French and Portuguese. Sabrina was the Grand Marshal for the 2016 African-American Heritage Day Parade which has honored her with the Meritorious Leadership Award. She has received commendations from Mayor Bill De Blasio, Manhattan Borough President Gale Brewer, New York City Comptroller Scott Stringer, Congressmembers: Meeks and Rangel; Westchester County Board of Legislators. Sabrina is one of the 2013 NBC News/The Grio 100, a Huffington Post contributor and one of Essence Magazine’s Shining Moments of 2013: “50 Women Who Made Us Proud”. She was designated as New York 1 television’s “New Yorker of the Week” and is a member of Who’s Who in Black New York. Sabrina is the recipient of the 2011 Rainbow Push/Wall Street Project Honors, the BDPA Small Business Innovator Award, New York State Z-Hope Award, and National Black MBA New York Metro Chapter Entrepreneur of the Year Award, and the “2014 Citizen of the Year Award” from the Alpha Upsilon Chapter of Omega Psi Phi Fraternity, Inc.
She was named 16th on the list of 50 Top Black Women in Entertainment in Black Noir magazine. She has received the “Economic Security Award” at the Alpha Kappa Alpha Sorority, Incorporated 83rd North Atlantic Regional Conference.
Sabrina is a member of Master Your Card’s African-American Advisory Board. Sabrina was a WBLS-FM correspondent at the 2008, 2009, 2012 and 2013 Democratic National Conventions and Inaugurations. She also co-hosted “The Morning Show” on 1600 WWRL in New York City, interviewing cultural figures to government officials. Sabrina also co-hosted and contributed to the highly-rated “Open Line,” “Week In Review” and “Wake-Up Club” on WRKS-FM. Sabrina, a former stand-up comedian, starred in Lifetime Television’s Girl’s Night Out, where she wove her comedic skills around serious issues. Other credits include CNBC-TV, Fox Business, News One Now with Roland Martin, NBC’s Saturday Night Live and BET’s Comicview. Sabrina has written cover stories for Essence, Heart and Soul and Black Elegance. Sabrina was featured on CNN’s Nancy Grace, Fox Business Network, Australian Television, WNBC-TV, WCBS-TV, Tom Joyner Morning Show, Russ Parr Morning Show, BET’s “Meet The Faith” and “Tonight
with Ed Gordon”, HOT 97’s Street Soldiers, HLN’s Show Biz Tonight, among others. Sabrina also hosted/produced
“Laughing, Lying and Signifying: The History of Black Comedy” on WBAI-FM. Sabrina was a political satirist on Phil
Donahue-owned America’s Talking Network.
Sabrina is also a solo performance artist. Most notably, her sold out show “The Trials of Marissa Alexander” debuted Off-
Broadway at the United Solo Festival and at the Cherry Lane Theater. Sabrina is a graduate of Lincoln University and has
attended St. John’s University School of Law. Sabrina is active in the New York Road Runner’s Club, completing three New
York City Marathons and is a practitioner of BikramYoga.
Laurie Lane-Zucker is Founder and CEO of the Impact Entrepreneur Center for Social and Environmental Innovation and the Impact Entrepreneur Network, which has 11,700+ members in over 200 countries. For over 25 years, Laurie has been a “pioneer”(Forbes) and recognized leader in sustainability, education and social enterprise. Laurie was the founding Executive Director of the international environmental organization and thought leading magazine, Orion, as well as founder of a global environmental citizenship think-tank, Triad Institute, and founder of Hotfrog, one of the first B Corporations and the first company ever to complete a transaction on an impact investing exchange (Mission Markets). Laurie is a systems-thinker and movement builder, having co-founded the place-based education movement as well as the first network of environmental and social justice organizations in the United States. Laurie is also the publisher, editor and introduction-writer of a number of bestselling and award-winning books as well as the author of numerous articles on sustainability, social change, entrepreneurship and impact investing, and has spoken at a wide range of leading educational institutions and conferences. He did his undergraduate studies at Middlebury College and the University of Edinburgh, and his graduate work at Columbia University and the Bread Loaf School of English.
Bio coming soon.
Bio coming soon.
Bio coming soon.
Eric Letsinger is the Founder and President of Quantified Ventures. He brings 25+ years of executive management experience leading organizations in the public, nonprofit and private sectors operating within the healthcare, environment, education, and housing industries. In executive positions with IBM’s Global Business Consulting (Associate Partner), Bipartisan Campaign to Fix the Debt (CFO/COO), Baltimore Public Schools (COO), Baltimore Housing (Deputy Commissioner), Cyveillance Software (Sr. Director of Business Development), PricewaterhouseCoopers (Strategy/Change-Management Consultant) and Samaritan Inns Homeless Services (Development Director), he has led transformative, public-private initiatives to drive social impact in complex, cross-sector business environments. Eric has an MBA from Yale University and a BA in Urban Studies from Northwestern University. He married way over his head and has two daughters who keep him humble.
Quantified Venture’s mission is to simplify access to impact capital in order to scale innovations that drive true social and environmental change. We exist to support the progress of the social sector through impact investing. We work with governments, nonprofit organizations, entrepreneurs, and healthcare systems who demonstrate capacity for transformative social good, helping them to tap into the financial resources needed to sufficiently scale operations and deliver meaningful impact, primarily through the Pay For Success model. By negotiating purposeful partnerships between leaders across sectors, we are able to accelerate funding that will result in greater societal benefits. Our clients are empowered with the confidence to make informed, insightful business decisions – knowing exactly what investments will and will not work, and why. QuantifiedVentures is currently designing, brokering, and implementing a series of healthcare, energy, housing, education, and green infrastructure social impact investing Pay For Success projects across the country.
Elizabeth leads WRI’s sustainable investment program and is responsible for developing a consortium of institutional investors to pioneer sustainable investment models to achieve substantial environmental benefits while meeting the financial objectives of their institutions.
Elizabeth previously worked in private equity and management consulting. At Global Environment Fund–a private equity firm focused on natural resources and sustainable businesses, with over $1 billion under management–Elizabeth guided investment strategy and managed all investor relations. Before that, Elizabeth spent five years at Booz Allen Hamilton, guiding public- and private-sector clients as they evaluated alternative-energy technologies. Elizabeth has also served as a consultant on climate finance to the World Bank and International Finance Corporation. Early in her career, Elizabeth was an Analyst for the Massachusetts Renewable Energy Trust, and worked for senators Edward M. Kennedy and Max Baucus.
Elizabeth holds an A.B. in Environmental Science and Public Policy from Harvard College and an M.B.A. from Harvard Business School.
Elizabeth is a member of the Board of Directors of the Harvard Alumni Association. She serves as Chair of the Investment Committee and a Board member of the Harvard Club of Washington, as a Corporation Member of the Winsor School in Boston, and as the Vice President and Assistant Treasurer of the Stella P. Holt Foundation. Elizabeth is passionate about improving access to college and served as Co-Chair of the Washington-area Harvard Schools & Scholarships Committee.
Bio coming soon.
Bio coming soon.
The Siren Agency
Bio coming soon.
California Clean Energy Fund
Bio coming soon.
Priscilla joined Deutsche Bank in January 2014 as Managing Director Sustainable Investments Alternatives and Real Assets based in Asia. She heads up the Clean Energy & Environment Fund in China between Deutsche Bank and the Tianjin Government. She is also on the Green Finance Committee organized by the People’s Bank of China.
Formerly she was the Founder and Managing Partner of Cathaya Capital, as a cross border fund investing in Healthcare and Clean Tech in China. She has over ten years of experience investing in technologies in China with experience from venture capital out of Silicon Valley. From 2003 to 2009, Dr. Lu was a China investment advisor to Mayfield Fund, a leading venture capital firm based in Silicon-Valley, with over US$2.8 billion in assets under management. While at Mayfield Fund, Dr. Lu helped found the GSR Fund, a venture capital fund in China overseeing more than $1.0 billion in assets.
In 1994, Dr. Lu founded interWAVE Communications, a provider of mobile GSM and CDMA networks for rural and developing countries and built over 100 GSM networks for rural and mobile portable networks in Africa and South East Asia. Dr. Lu served as Chairman and Chief Executive Officer for more than ten years until 2003, launching interWAVE’s successful IPO on the NASDAQ stock exchange. Prior to founding interWAVE, Dr. Lu was at AT&T Bell Laboratories for many years, where she led efforts in digital switching and research in networking and pioneered the early technologies in CMOS VLSI in microprocessors. Dr. Lu holds over numerous key patents in wireless telecommunications & networking technologies and designs from when she was at Bell Labs and interWAVE.
Eco Energy International
Dan Madden is a Registered Professional Electrical Engineer with extensive experience, both from the application side and the product manufacturing side. He has been a pioneer in automating and managing all forms of energy including electrical power, steam, air and water starting in 1970 through the present. He has developed numerous intelligent power and energy products that directly impact our lives:
from novel renewable energy applications incorporating solar, wind and fuel cells;
to providing ultra reliable power for safer navigation of commercial flights;
to supplying hardened mission critical equipment in defense of our country;
to deployable, sustainable power and water for third world counties and disaster relief efforts.
He is currently championing the introduction of hydrogen production technologies from renewable resources including biomass, biogas and municipal solid waste. This technology can provide hydrogen more economically than is currently done using less energy and convert problems into solutions. For example, it can take yesterday’s trash and garbage (a problem) and convert it directly in pure, clean hydrogen to power fuel cells and industry (a solution). In doing so, landfill requirements are greatly reduced and at the same time, all carbon content is sequestered (versus releasing it to the atmosphere), resulting in an overall negative carbon footprint.
Bio coming soon.
Bio coming soon.
Bio coming soon.
Climate Ventures 2.0
Garrett Melby is co-founder and Executive Director of GoodCompany Ventures, a nonprofit accelerator for social entrepreneurs that has mobilized over $40mm in private capital to scale their impact. Garrett is also the founder of Iolite Impact Capital, the developer of MAPS (Mission Aligned Portfolio Strips), a patented structure that improves returns and reduces risk for impact investors while also generating capital for aligned nonprofit partners.
Garrett is an active angel investor with Investors’ Circle, where he was a founding member of IC’s first regional chapter and a member of their national Selection Committee. He also serves on the Investment Committee for the Wharton Social Venture Fund and as a judge for the Corzo Center’s Wells Fargo Fellowship and the William James Foundation’s Sustainable Business Plan Competition. Garrett is also a Director of Generocity.org, the platform for social innovation in greater Philadelphia.
Garrett is a frequent speaker at national social enterprise, impact investing and venture capital events, including the Social Venture Institute, NPR’s Radio Times, Investors’ Circle, Sustainatopia, Business 2.0 Summit, Wharton Private Equity Conference and National Academy of Management.
Previously, Garrett was a VC with Safeguard Scientifics, Inc., a $12 billion NYSE listed technology incubator. He began his impact investment career as an emerging market finance attorney in the New York, London and Washington offices of Skadden Arps.
Garrett holds a B.A. from Yale University and a J.D. from Boston University.
Nancy Metzger is currently Executive Director of Working Capital for Community Needs (WCCN), a not-for-profit social impact investment fund located in Madison, Wisconsin. WCCN is a $13M fund investing in microfinance, fair trade agriculture and women’s empowerment initiatives in Latin America and recently marked its 30 year anniversary in 2014. Over the past 22 years, WCCN has invested more than $100M in 6 countries of Latin America. WCCN has investors committing $1,000 and up, from more than 35 US states and Canada.
Miller began his career as a research assistant in neuropharmacology at Smith, Kline & French Laboratories in Philadelphia. He completed his undergraduate degree at the University of Oregon, receiving a B.S. in Natural Sciences. Post graduation Miller left research and began his career in finance. He held various licenses to sell securities and became an Investment Advisor registered with the SEC and focused on pension finance.
After the corporate scandals of the early 2000’s Miller authored the first ERISA Fiduciary Governance training program in the US. Financial Executives International (FEI), the largest association of finance officers in North America, endorsed that training. Thereafter, Miller led consulting assignments on the fiduciary management of $100+ billion in long-term Trust assets globally. That included assignments with Fortune 100 companies, sovereign governments and the Board of Governors of the US Federal Reserve.
With credentials and experience in multiple disciplines, after the economic collapse in 2008, Miller began to apply a fiduciary lens to the domain of healthcare. What he saw was deeply disturbing. 20,000 hours later, he led the effort to develop a technology platform that could identify, validate and commercialize the principle of cost-
effectiveness into clinical medicine. His vision for rationalizing healthcare capital can be summarized, in finance terms, as focused on driving Economic Value Added (EVA) into healthcare capital. In clinical terms it can be summarized as a platform to identify, validate and commercialize a systems (holistic) approach to clinical medicine. That vision was validated when, in early 2015, he secured a five-month contract to serve as a technical advisor to the United States Air Force Medical Service on the topic of Integrative Medicine.
Bio coming soon.
Ben n Jerry/Unilever
Terry Mollner is one of the pioneers of socially responsible investing as a new asset class in the professional investment community. He is a founder and member of the board of the Calvert Family of Socially Responsible Investment Funds, the largest such family of funds with over $7 billion under management.
Dr. Mollner is also the Founder and President of Trusteeship Institute, Inc., a think tank and consulting firm in economic and social development. In existence since 1973, its current focus is on the development of “common good corporations.” These are business corporations where the highest priority is the common good of humanity and nature. This is evidenced by operating as socially responsible companies and having a cap on the return to equity investors based on the risk level of the investment. All excess profit above this each year will be permanently set aside and managed forever for the common good by the company. He believes this is the next stage in the evolution of capitalism.
He also stepped in to keep Ben & Jerry’s Homemade, Inc. from being bought by Nestle and eventually facilitated the company being bought by Unilever, his minority partner in the earlier negotiations. Unilever, a very socially responsible multinational, agreed to keep the board of directors in perpetuity by contract and all the social agreements agreed to in the previous negotiations. He now sits on that board which has primary responsibility for the social mission and brand integrity of Ben & Jerry’s.
He is the author of several books and articles and is currently working on a book entitled The Love Skill: It Determines How We Experience Everything Else.To read more about Terry, visit his personal site.
Academy Articles by Terry Mollner
Thoughts on How to End Terrorism
Economic Maturity Beyond Capitalism: What will define the next stage?
3rd Sector Capital
Jake serves in the San Francisco office of Third Sector Capital Partners, Inc. as an Analyst. Jake helped lead the construction and launch of Project Welcome Home, a Pay for Success initiative to serve chronically homeless individuals in Santa Clara County.
Previously, Jake helped direct Georgetown University’s Social Innovation & Public Service (SIPS) Fund, a $1.25 million student-led initiative that strategically invests in and supports student and alumni ventures that have a social impact and serve the public good. He most recently worked as a consulting analyst in New York City where he helped analyze and design executive compensation programs and co-authored a report assessing the linkages between performance and shareholder voting patterns amongst S&P 500 companies. Previously, he also interned for the U.S. Overseas Private Investment Corp. (OPIC), the U.S. government’s development finance institute. Jake graduated magna cum laude from Georgetown University’s Walsh School of Foreign Service with a B.S. in International Politics and a certificate in International Business Diplomacy.
San Francisco State University
Robert J. Nava was appointed vice president for University Advancement at San Francisco State University in 2010. As the University’s chief advancement officer, Nava is responsible for managing the University’s external image, increasing private philanthropic support and maintaining relationships with key University constituencies. Units reporting to him include Development, Communications, Alumni Relations, Government Relations, Athletics and Special Events. Nava also serves as president of the San Francisco State University Foundation, which manages the University’s nearly $70 million endowment.
Prior to joining SF State, Nava served as the associate vice president for Institutional Advancement at The University of Texas at El Paso (UTEP) from 2005-2010. As associate vice president, Nava served as the University’s chief development officer and was responsible for the Office of University Development and the Office of Alumni and Constituent Relations. In his five years at UTEP, Nava organized the University’s centennial campaign, which raised almost half of its $200 million goal in a down economy before its public launch in September 2010. From 1987 – 2005, Nava also served in various senior leadership positions at the University of California, Riverside, including assistant vice chancellor for principal gifts, interim vice chancellor of University Advancement, and assistant vice chancellor of Governmental and Community Relations, serving as the University’s lobbyist in Sacramento and Washington, D.C.
RSF Social Finance
Deb guides RSF’s field building activities, client engagement programs and strategic partnerships. Prior to RSF, Deb was executive director of Social Venture Network (SVN), a community of mission-driven entrepreneurs and investors. Before leading SVN, Deb worked for Working Assets/CREDO Mobile, and American Express. She also served as a Peace Corps volunteer in Cameroon. Deb has a BA in English and an MBA from Northwestern University. When she’s not at RSF, she enjoys exploring the Bay Area with her sons and serving as mentor-in-residence at Presidio Graduate School.
Transformational Consumer Insights
Tara is a self-professed Impact Junkie (her words) and the CEO of Transformational Consumer Insights (TCI), a strategy and customer research firm. TCI creates customer loyalty/engagement, brand, positioning and content strategies based on research and deep, human insight.
Tara also serves as transition coach to a select few transformational leaders. She delights in helping leaders find the shifts and wisdom to release their limiting factors.
Tara speaks and writes about transformation, conscious leadership, behavior change and marketing. She created the concept of the Transformational Consumer, people who eagerly buy products and consume content they think will further their never-ending efforts to change their behavior for the healthier, wealthier and wiser.
Formerly, Tara was the VP, Marketing for MyFitnessPal, now part of Under Armour. During Tara’s tenure, MyFitnessPal grew from 45 million to more than 100 million users. Previously, Tara created content and marketing strategy for brands including HGTV, ING Direct (now Capital One), Eventbrite, Trulia (now Zillow), Lookout Mobile Security and Chegg. She holds Bachelor’s and Master’s degrees in Psychology, and a Juris Doctorate from UC Berkeley.
Tara prides herself on being a world-class brunch athlete and devoted pug servant. She is the Board President of City Slicker Farms, a West Oakland urban farm and food justice org, and is excruciatingly close to hitting her 500th spin class at Ride Oakland.
Thomas Odenwald is currently active as Overseas Business Development Partner for COMACO. COMACO (Community Markets for Conservation) is a very unique approach that combines business, conservation and farmer livelihoods. He is also an associate of the International Integrated Reporting Council (IIRC), promoting new forms of corporate accounting.
Thomas is well-known expert in the field of sustainability strategies and corporate reporting and disclosure. Until recently he held the position of chief strategist and senior vice president for products and innovation at SAP. Thomas is also very active as advisor of various sustainability initiatives, among others the advisory board of Sustainable Brands, the Super Bowl 50 host committee and the City of Palo Alto Sustainability & Climate Action plan, as well as ambassador for Groupelephant.com. Previously Thomas was chief technology officer and global alliance director at Thinkstep(formerly PE International), a global leader in product and enterprise sustainability solutions. Thomas holds a MS in economics and computer science from renowned Karlsruhe Institute for Technology, Germany. He owns multiple patents and has published numerous articles, book chapters and journal entries.
Andrew Olig is the regional vice president of Calvert Mutual Funds, with investment experience since 1999. Prior to joining Calvert Investment Distributors, Inc., Mr. Olig held senior sales roles with Putnam Investments, and The Hartford Funds, where he was a member of the Mutual Fund Advisory Board. He holds Series 7 and Series 63 licenses, and is a graduate of Central College in Pella, IA where he earned a B.A. in Business Management with concentrations in investments and economics. Mr. Olig is dedicated to helping financial advisors build their businesses, and has delivered more than 400 workshops and educational meetings to help advisors and their clients make better investment decisions. Andrew resides in the Bay Area with his wife and French bulldog, Hercules. He enjoys fitness, golf, and is an avid college football fan.
Tonnetta (Toni) Oubari is a Manager on the IoT New Product Development & Innovation team with responsibility for Smart Cities as well as Public Policy as it relates to Smart Cities/IoT. She’s an accomplished Business Architect, Strategist, Management Consultant, Enterprise Architect, and Thought Leader to customers at the C-level and technical teams. Industry expertise in power/energy, advertising/media, government/public sector, financial/big data, technology, and healthcare verticals. Proficient in executive and government level briefings both nationally and globally. Experienced in Business Development, Strategic Planning and in providing global enterprise strategies that drive value and innovation.
As part of the Product and New Business Innovation group, Toni is responsible for developing solutions that combine Verizon’s enterprise-class platform elements, including telematics, dynamic cloud, security and professional services combined with the strength of the wireline and wireless networks. The goal is to leverage the full breadth of Verizon’s assets to deliver solutions that solve customers’ business challenges. In Smart Cities, municipalities are working to improve in 3 areas; livability, sustainability and resiliency. Verizon, leveraging an impressive partner network, has innovative solutions that solve those needs. The portfolio includes solutions like Smart Parking, Intelligent Lighting, Adaptive Traffic Signal Control, Traffic Flow Data, Light Rail, Electric & Water Metering, Water & Air Quality Management, Waste Management, Fleet, Asset Tracking, Video Surveillance, Citizen enablement and numerous other Public Safety solutions.
Toni skills include Business Architecture, Business Model Innovation, Funnel Development, Enterprise Architecture Frameworks and Methodologies, Business Process and IT strategies. Leadership experience in recruiting, developing, retaining staff and leading strong cross functional and complex teams. Virtual/global collaborations and multicultural multilingual engagements. Fluent in English and Spanish. An active member of The Association of Enterprise Architects (AEA), The ACM-W (ACM committee on Women in Computing), The Green Grid Technology & Strategy Work Group, Data Science Central, TM Forum, and The Executives Club of Chicago. Future development pursuits include continued University level studies in Strategic Management and Predictive Analytics.
Greg Perlstein is the Senior Director, Growth & Marketing of TMI Strategy. TMI, the consulting division of DoSomething.org, uses data-driven insights to help clients like Microsoft, Feeding America, Foot Locker, and Alliance for Climate Education activate young people to make positive social impact. At TMI, Greg leads clients in prioritizing their millennial mobilization goals, identifying challenges, and developing strategy to engage young people.
Prior to joining TMI, Greg managed strategic alliances at the education not-for-profit First Book, where he partnered with Target, Teach For America, and Barclays. Greg earned his MBA at the University of Michigan and his BA at Washington University in St. Louis. He’s a Dance Marathon alum, a board game Olympian, and an all-heart, little-skill triathlete.
Bio coming soon.
Social Impact Strategies Group
Ms. Y. Elaine Rasmussen is a CEO of Social Impact Strategies Group (SISG). Driven by the mission to mainstream impact investing and democratizing access to capital by and for women and communities of color, SISG designs community-centered strategies for philanthropists, nonprofits, foundations, investors and social entrepreneurs for positive, sustainable social impact. Elaine has extensive experience in building cultural competency and facilitating transformational relationships in a wide range of sectors: for-profit, philanthropy, government, Native and non-Native nonprofit organizations. Ms. Rasmussen has a proven track record of strategic positioning, creative communications, combined with an innate ability to develop strong relationships internally and with community partners for win-win outcomes and shared sense of purpose. She has been recognized for her innovation in driving impact & organizational effectiveness. Elaine has worked for large and small organizations such as Shearson/Lehman Bros., Native Americans in Philanthropy, Warner Bros!, Dreamworks and the US State Department, but also with social enterprise ventures. She has a bachelor’s degree in Marketing and international business, as well as a masters in conflict analysis and resolution. Check out her upcoming online trainings, blog and podcast on www.socialimpactnow.com. Follow her twitter @SISG_.
Her current passion project is designing a pilot program which allows community to invest and raise capital, for local entrepreneurs, with returns on investment; but unlike crowdfunding, this program will drive a wealth-building consciousness and community self-determination.
Bio coming soon.
As Managing Director, Jason leads the OpenIDEO team in expanding the impact of IDEO’s Design Thinking methodology by allowing people everywhere to collaborate on pressing global issues. OpenIDEO is an open innovation platform and community that hosts sponsored challenges on topics ranging from Ebola and renewable energy, to early childhood development and youth employment. Based on IDEO’s design process, OpenIDEO enables a human-centered, collaborative and iterative approach to unleash the innovative potential of diverse teams.
Jason also helps lead the Amplify program, a collaboration with IDEO.org sponsored by the UK’s Department for International Development. Amplify is a series of 10 open innovation challenges that aim to reshape international aid through human-centered design.
Prior to his role at IDEO, Jason helped Google.org launch and grow projects that utilized technology for social impact across a broad range of issues, including: civic engagement, response to natural disasters, protection of endangered languages, expansion of Internet access, combating illicit networks, and supporting free expression. These diverse projects shared the ambitious aim to catalyze innovative solutions with global reach and transformative potential. Before his work with Google.org, Jason helped Google develop its mobile advertising business.
Jason is passionate about social innovation, collaboration, early-stage ventures and the potential to recruit new ideas and talent to tackle long-term challenges. His optimism is fueled by the inspiration of managing and advising startups, producing theatrical productions, working with micro-entrepreneurs in Nicaragua, and long ago running his own hotdog stand.
Jason received his MBA from the New York University’s Stern School of Business where he won a $100,000 competition, and a BA from Cornell, where he was the Harrop and Ruth Freeman Prize Winner for Peace Studies. He also won a Pilsner Urqell–sponsored trip to Prague, which he regrets not taking.
Follow @jasonrissman on Twitter.
Rochelle Routman, LEED AP, O+M, is the Chief Sustainability Officer of Halstead International and Metroflor, leaders in the resilient flooring and decorative products industry. In this role, Rochelle draws from her background in the natural sciences and her passion for environmental and human health. She leads the Product Authority Team, whose mission includes Innovative products, unparalleled customer engagement, and outstanding sustainability leadership. Rochelle is also responsible for guiding a comprehensive sustainability strategy at all operations, including that of Asian factory business partners.
Rochelle earned a Bachelor’s of Science degree in geology from University of Georgia before pursuing a Master’s of Science in Public Policy with a focus on Environmental Policy from the Georgia Institute of Technology, which recognized her as the most outstanding alumni in 2015. She is a registered Professional Geologist, a Certified Hazardous Materials Manager, a LEED Accredited Professional (O+M), and a Living Building Challenge Ambassador. In 2014, Rochelle was recognized as one of the top 10 most powerful women leaders in sustainability and is now the Alumni Chair of that group. In 2015, Rochelle was a member of the USGBC Supply Chain Optimization Working Group, and in 2016 was a graduate of the inaugural class of Building for Health: Research and Applications to Drive Decisions for the Built Environment, presented by the Harvard School of Public Health.
Bio coming soon.
Elaine leads the development and execution of a broad-based, company-wide strategic sustainability initiative for Baxalta Incorporated, a global biopharmaceutical leader that develops, manufactures and commercializes therapies for orphan diseases and underserved conditions in hematology, immunology and oncology. Baxalta launched in 2015 following separation from Baxter International Inc., where Elaine spent nearly 10 years leading sustainability related communications including external reporting, media relations, internal communication and dialogue with socially responsible investors and stakeholders.
Prior to joining Baxter, Elaine held various public relations, marketing and communications positions at the Society of Critical Care Medicine, National University of Health Sciences and Public Communications Inc., a Chicago-based public relations firm where she worked with several Fortune 500 and non-profit clients. Elaine has a journalism and mass communication BA from Iowa State University and an MBA from Lake Forest Graduate School of Management focused on international business.
Elaine lives outside of Los Angeles with her husband and two young children where she serves on the Board of Directors for the Greater Conejo Valley Chamber of Commerce.
Michael A. Saltzberg is the Global Business Director for Biomaterials at DuPont Industrial BioSciences— there he leads the development of a portfolio of emerging and growth businesses which utilize renewable feedstocks to make industrially important chemicals and materials. Through the development of renewable biochemical and biomaterials, Mike and his team are solving critical issues for industries as varied as packaging and cosmetics to apparel and carpeting, all facing the challenges of greening their supply chains and offering sustainable choices to their downstream customers.
Mike is a veteran of the industry with over twenty-eight years of experience at DuPont including R&D management, sales & marketing, and business development. He has led DuPont’s efforts in Biomaterials business development since 2006.
Dr. Saltzberg is a native of Philadelphia, Pa. He holds a B.A. with Honors in Chemistry from Oberlin College and a Ph.D. in Materials Science and Engineering from the University of Pennsylvania.
Will has been providing environmental and sustainability consulting services to private and public sector enterprises for over 30 years. He has been providing environmental and sustainability consulting services to private and public sector enterprises for over 30 years. An internationally recognized thought leader on water strategies, Will is a regular writer for Greenbiz (Liquid Assets) and OOSKA News, the author of numerous articles and books on water strategy and technology, and a frequent speaker on these topics.
MA and BA, Earth and Environmental Studies, Queens College
Greentech Capital Advisors
Greentech Capital Advisors (“GCA”) is an investment bank and asset manager focused exclusively on the Sustainable Infrastructure sector. GCA was founded in 2008 and since inception it has completed over $8B of M&A transactions and has raised over $3B of equity and debt for its clients. GCA’s asset management business offers two public equity products (a long/short fund and a long only fund) otherwise known as the GCA Sustainable Growth Funds. The GCA Sustainable Growth Funds seek to generate consistent, positive absolute returns through fundamental bottom up investments in companies that focus on sustainability across the resources, industrials, services and energy (“R.I.S.E.”).
Prior to GCA, Robert was Managing Director and Chief Operating Officer of Morgan Stanley Fund Services. Prior to Morgan Stanley he was Managing Director and the Head of HSBC’s Alternative Fund Services in North America. Robert received his Bachelor of Commerce with Honors, majoring in Finance, from Queen’s University, Canada. Robert is also Director and Vice President of Hedge Funds Care, Inc., a nonprofit organization dedicated to protecting children from abuse and neglect.
The NPD Group
As a food & beverage industry analyst for The NPD Group, a leading market research company, Darren provides insights based on NPD’s food-related research to organizations and companies across the country. Prior to joining NPD in March 2007, he was an analyst with Information Resources, Inc (IRI). At IRI Darren spent over seven years examining consumer packaged goods trends, and worked with a variety of industry leaders covering dozens of food and beverage categories. He has authored a number of NPD food and beverage research reports that cover topics such as how the economy affects consumers’ in-home meal strategies, the profile of the organics consumer, the impact of Baby Boomers and Millennials on America’s eating patterns, and the unique consumption behaviors of Hispanics in the U.S. Darren is also a contributing writer for several food and beverage trade publications and shares his thoughts on food and beverage trends at www.npd.com/blog.
In addition to presenting NPD’s annual report on Eating Patterns in America, he is a frequent speaker at industry events hosted by associations and organizations that include United Fresh, The California Grocers Association, National Frozen and Refrigerated Foods Association (NFRA), Prepared Foods, The Obesity Society, Path to Purchase Institute, Stagnito Media and others. Darren is often quoted in media coverage of food and beverage consumption issues and topics. He holds a bachelor degree from Northwestern University and makes his home in New York City.
Unmesh is a founder of a social enterprise, SoPact (http://SoPact.com) & co-founder of a non-profit, Ektta (http://ektta.org). SoPact is a personal vision grew from 25 years in technology, management, and the social sector. SoPact’s TurboMetrics aims to transform global social sector efficiency through data-driven collective impact measurement.
Unmesh has dedicated many years to passion and purpose for unleashing the potential of the social sector. Unmesh has been a technology advisor to many leading nonprofits in USA and India. Years of experience brought a valuable lesson that the most effective way to accomplish long-term sustainable change is through effective measurement, data-driven transparent results, and communication.
SoPact has been designed with this mission in mind. SoPact is a powerful impact evidence platform for social impact & sustainability. SoPact has been designed as an innovative and transformative solution for scaling social sector businesses, foundations, investments, and thus, supporting our beneficiaries.
Looking forward to seeing you in May.
Bio coming soon.
Aaron Sherinian serves as the Chief Communications and Marketing Officer for the UN Foundation. He leads the Foundation’s public relations efforts, media relationships, strategic outreach, and online presence.
Before joining the UN Foundation, Aaron Sherinian served as Managing Director of Public Affairs for the Millennium Challenge Corporation, a U.S. government development assistance agency administering poverty reduction grants totaling over $7 billion in 40 partner countries. In this capacity, he oversaw the agency’s strategic communications portfolio, media relationships, and public relations agenda.
His professional background includes a decade of service as a Foreign Service Officer for the U.S. Department of State. Before returning to Washington, he was Press Attaché at the U.S. Embassy in Quito, Ecuador, where he was responsible for Embassy relations with media outlets and acted as the Ambassador’s communications advisor.
His diplomatic experience includes a tour as Deputy Political and Economic Chief at the U.S. Embassy in Yerevan, Armenia, where he managed programmatic coordination and outreach for the U.S. government’s annual assistance budget of $90 million.
He served in the Political and Consular Sections of the U.S. Embassy in Costa Rica and in the Office of Policy Planning under two Assistant Secretaries of State for the Western Hemisphere. His experience also includes service at U.S. Missions in Colombia and the Holy See (Vatican).
Before joining the Department of State, Mr. Sherinian worked at the Washington International Trade Association (WITA). He also held positions as a marketing consultant for the Italian distributors for Apple Computer and as a freelance interpreter and writer in Italy. He is a member of the Public Relations Society of America (PRSA) and the National Association of Government Communicators (NAGC).
Mr. Sherinian is a native of Pasadena, California. He holds degrees from the Johns Hopkins University (School of Advanced International Studies – SAIS) and Brigham Young University. In addition to Spanish, he speaks Italian, Armenian, and French. He and his wife have three children.
Patrick Sherwin, inventor of the world’s most efficient, commercially available, fuel-free device, the GoSun Stove, is a green technology entrepreneur with over 15 years experience providing a wide range of solar energy solutions. His career path has created a diverse background in construction, science, engineering, mobility, food production, product design and integration of renewable energy. Patrick has dedicated his life to creating a renewable energy powered future through significant leadership roles and contributing innovations.
Future 500 President and CEO Bill Shireman is called “a master of environmental entrepreneurism.” He has resolved conflicts between some of the world’s largest corporations and environmental activist groups. Shireman forged partnerships between Mitsubishi Motors, Mitsubishi Electric and the Rainforest Action Network to save the world’s forests, devised a forestry restructuring plan that brought Canada’s biggest forestry company, MacMillan Bloedel, together with Greenpeace and the Sierra Club, wrote many of California’s recycling laws, and forged the coalition that led to the California beverage container recycling law, the nation’s most cost-effective “bottle bill.”In 1996, Shireman joined with Mitsubishi Electric America CEO Tachi Kiuchi and other Fortune 500 chief executives to form a business network called the Future 500. It demonstrates how companies can profit from sustainability by applying measurement and management tools that stimulate innovation, by replacing products with services, and by driving waste toward zero.
Since that time, Shireman has helped corporate and government leaders successfully navigate difficult conflicts over recycling, forestry, indigenous peoples, women’s rights, consumer products, housing development, controversial facilities, and sexism in the workplace.
The innovative laws, programs, and policies he has developed have cut pollution and waste and promoted efficiency. In so doing, they have saved more than $2.5 billion for consumers and businesses (based on studies by Ernst & Young).
Shireman is the author of articles and books on business, environment, and the future. His writings have appeared in USA Today, Technology Review, Business Week, the Los Angeles Times, the San Jose Mercury News, and other newspapers, magazines, and journals. He is co-author (with Tachi Kiuchi) of What We Learned in the Rainforest: Business Principles For The New Economy (Berrett-Koehler).
Before founding the Future 500, Shireman was executive director of Californians Against Waste, which during his tenure grew to become the largest and most effective recycling lobby in the nation.
New Resource Bank
Vincent Siciliano leads New Resource Bank in serving values-driven companies and organizations working to achieve well being for our community and the planet. The bank seeks to transform the banking industry into an agent of positive social, environmental and financial change. Headquartered in San Francisco, the bank is dedicated to advancing sustainability through every aspect of its operations from the loans it makes to its commitment to using deposits for good. As a founding member of the Global Alliance for Banking on Values, New Resource Bank champions a community of values to transform banking and create a better world.
Siciliano currently serves on the advisory boards of the American Sustainable Business Council, the Ken Blanchard Center for Faith Walk Leadership, the Sustainable Accounting Standards Board, and the Regeneration Project. He began his banking career in Bank of America’s International Division and has previously served as president or CEO to a number of San Diego financial institutions. Siciliano is a graduate of Stanford University, and he earned a master’s degree in environmental planning from the University of California at Berkeley.
Jin Song is the second-generation Song to run the Elegant Plastics Co., Ltd. factory in Zhangjiagang, China, in which Metroflor/Halstead International has an equity stake. Under his leadership during the past 9 years as General Manager, the factory has evolved to become a trailblazer and standard-bearer for companies in the region by establishing sustainability and social responsibility as important factors in the future success of manufacturing in China. A daycare center was established and family housing was built so that families could live together on the campus. Additionally, the factory has made numerous upgrades to improve efficiencies in manufacturing and even uses reclaimed steam from a nearby steel mill to heat presses.
Jin holds a bachelor’s degree in International Trading and Economics from University of Saskatchewan, Canada.
Abercrombie & Kent Philanthropy
Keith has served as a tourism advisor to governments on three continents, and worked with hotel and tourism companies globally, to harness tourism as an economic tool for the sustainable development of local and regional economies. His particular passion is the economics of cultural heritage and nature-based tourism, often working with some of the most rural, isolated communities in the world. Keith has traveled to over 120 countries. He is currently the Executive Director of Abercrombie & Kent Philanthropy (AKP), the charitable arm of A&K, a leading luxury tour operator. AKP’s mission is to “positively impact lives and livelihoods” in communities where A&K travelers go. He manages a portfolio of philanthropic investments in 27 countries on seven continents. Prior to AKP, Keith spent five years as the Tourism Business Advisor for the World Wildlife Fund in Namibia, where he supported initiatives to develop both private sector and community tourism capacity. Keith has a Bachelor of Science degree from the University of Vermont, and a Masters’ degree in International Affairs from the Johns Hopkins University School for Advanced International Studies. He was a Fulbright Scholar in Belize, studying the expenditure patterns of visitors to archaeological sites. He is also the proud owner of the Bentwood Inn in Jackson Hole, a luxury log lodge that is a member of the National Geographic Unique Lodges of the World Collection. www.bentwoodinn.com
we care solar
Dr. Laura Stachel, Co-founder and Executive Director of We Care Solar®, is an obstetrician-gynecologist with
fourteen years of clinical experience. She holds an M.D. from University of California, San Francisco and an M.P.H.
in Maternal and Child Health from University of California, Berkeley. She was a staff researcher at the Blum Center
for Developing Economies at UC Berkeley until 2015. Her research on maternal mortality in Nigeria in 2008
alerted her to the deleterious effects of energy poverty on maternal health outcomes. Along with Hal Aronson,
she co-founded We Care Solar to bring simple solar electric solutions to maternal and child health care in regions
without reliable electricity. We Care Solar has equipped more than 2000 health facilities in over 20 countries with
the We Care Solar Suitcase®, a compact solar energy system providing essential lighting and power.
Laura is passionate about promoting sustainable energy solutions for women’s health and speaks around the
world on this topic. She has been active in the UN Foundation’s Sustainable Energy for All Initiative and has
co-chaired a Practitioners Working Group on Energy and Health. Laura was one of the Top 10 CNN Heroes of 2013.
For her work with We Care Solar, Laura received numerous awards, including the 2015 UN DESA “Powering the
Future We Want” Award, the 2015 UCSF Alumni Award, the 2014 Katerva Gender Equality Award, the 2012 Clean
Energy, Education and Empowerment Award, the 2012 United Nations Association Global Citizens Award, the
2011 Tech Award, the 2010 Jefferson Award for Public Service, and the 2010 UC Berkeley Chancellor’s Award for
Beacon Pointe Wealth Advisors
Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity. Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston-based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra has been a board member of the Boston Estate Planning Council and AASRA, an organization that helps South Asian women in need. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Excelsior Impact Fund
Bio coming soon.
Novo Nordisk (invited)
Bio coming soon.
Jonathan leads the corporate department at Hanson Bridgett. He previously founded and led Hanson Bridgett’s sustainable law practice which focuses on developing a more sustainable economy by assisting mission driven companies and high impact investors in a variety of industries. He represents entities and their investors in connection with business and intellectual property transactions, including formation, finance, contracts, licenses, joint venture and development, mergers and acquisitions, licensing, e-commerce, technology-related matters and general corporate law. Jonathan also represents many non-profit charities, foundations, and business associations.
Jonathan chaired the legal working group which drafted and advocated for benefit corporation legislation in California. A benefit corporation is a new class of for profit corporation and the first that is required to create a material positive impact on society and the environment and to meet higher standards of accountability and transparency in addition to creating shareholder value. He was selected as the California Lawyer Attorney of the Year for his work on this legislation which is now the law in 30 states and has been introduced in 16 other states. He is proud that Hanson Bridgett is the first law firm to become a certified B corporation.
Vodafone Americas Foundation
Bio coming soon.
Devin Thorpe was a finance guy until he realized life wasn’t all about the money. As a new-media journalist and founder of the Your Mark on the World Center, Devin has established himself as a champion of social good. As a Forbes contributor, with more than 250 bylines and over one million unique visitors, he has become a recognized name in the social impact arena. His YouTube show, featuring celebrities, CEOs, billionaires and entrepreneurs who are out to change the world gives him a recognizable face as well. Previously, Devin served as the CFO of the third largest company on the 2009 Inc. 500 list. He also founded and led an NASD-registered investment bank. After completing a degree in finance at the University of Utah, he earned an MBA from Cornell University.
Having lived on three continents and visited over 30 countries on six continents and with guests from around the world on his show, Devin brings a global perspective to audiences around the world, empowering them to do more good and make their mark on the world. These lessons also enable them to change their personal lives and to drive positive change within their organizations. His four books provide roadmaps to audiences on how to have a positive impact. His books have been read nearly 1 million times!
Bio coming soon.
Jason S. Trager, Ph.D. is an entrepreneur and data scientist with a focus on energy efficiency and renewable energy. He is passionate about building technically sound businesses that are dedicated to reducing the rate of anthropogenic climate change.His academic studies at UC Berkeley were focused on applying statistical process control methods, standard in manufacturing science, to energy efficiency in buildings. Since leaving academia, he has applied these data science methodologies to fields such as sensor analysis and solar installation data.
Dr. Trager is the Managing partner at Sustainabilist, a consulting organization that specializes in carbon-negative technical development, marketing, and HR practices. Sustainabilist serves clients nationally and offers full-service consulting to those who desire to pursue a better and brighter future.
S&P Dow Jones Indices
Emily Ulrich is a senior product manager on the Sustainability team at S&P Dow Jones Indices. She is responsible for managing the sustainability indices on a daily basis. Her role includes strategizing the offering, educating clients, managing key partner relationships, and overseeing content and information flow.
Previously, Emily was an associate in the rotational program at S&P Dow Jones Indices. She holds a bachelor’s degree in economics from Barnard College.
Chrysalix Energy Venture Capital
Wal is an energy technology veteran with unique industry insight gained through deep operational experience as a venture capitalist, corporate executive, top international consultant and a university professor. Since co-founding Chrysalix in 2001, Wal has sourced, invested in and advised numerous startups building innovative solutions for the new energy economy – often while working hand-in- hand with large multinational companies on their sustainable innovation strategies. Wal is a specialist in maximizing returns from bringing innovative solutions to energy intensive industries that are in transition including: oil and gas, power and utilities, mining and metals, chemicals and materials, and automation and manufacturing.
Prior to founding Chrysalix, Wal spent six years as the Vice President of Strategic Planning at Westcoast Energy (at the time one of the largest Canadian energy companies) with a strong focus on innovation and venturing. He also advised energy, chemicals and financial services blue chip companies on innovation and change management while working for more than seven years with McKinsey & Before officially joining the corporate world, Wal worked for almost a decade as an Associate Professor at the Vrije Universiteit Amsterdam doing research in economics, econometrics and the environment, and consulting with businesses, governments and major international institutions including the World Bank and European Union. He has an extensive teaching background in venture capital and entrepreneurial finance, and change management through associate professorships at the University of British Columbia (2000-2008) and Simon Fraser University (1995 – 2002).
With a long standing passion for clean energy innovation, Wal has founded or co-founded several new ventures and clean energy organizations including New Ventures BC and SET Ventures in Amsterdam as part of the Chrysalix Global Network, which he assisted GRC from China in joining as well. He is a long standing member of the Cleantech Group’s Advisory Board, leader of the BC Cleantech CEO Alliance, 2014 Canadian “Clean16” honoree, co-founder of the BC 2030 Tech-Hub initiative, member of the regional sustainability council and a member of the Vancouver “Renewable City Action Team”, and frequent political advisor.
Wal holds a PhD in Economics from the Vrije Universiteit in Amsterdam and has completed executive training in Change Management from MIT. He is a passionate advocate for innovation and sustainability, author of several books and scientific articles, and can regularly be seen contributing to articles in the international media as well as speaking at industry conferences around the world – from being a key business speaker during the Vancouver 2010 and London 2012 Olympic Games, to debating Robert F. Kennedy Jr. at GLOBE2014, to giving innovation speeches at high profile events including Oil and Money in London and Energy for Tomorrow in Kuala Lumpur.
Bio coming soon.
Megan Weidner joined Bunge in October 2015 as the VP, Corporate Responsibility and Sustainability for Bunge North America. Bunge is a founding member of Field to Market and Megan serves of the Awards and Recognition Committee. Megan is also a member of the World 50 group, Sustainability 50. Megan holds a B.S. in Soil, Environmental and Atmospheric Science from the University of Missouri, as well a Graduate Certificate in Advanced Studies in Environmental Policy and Management from the University of Denver and is completing course work with the University of Missouri towards a Masters in Public Affairs. Megan lives in St. Louis, MO with her husband and three kids.
The Weinbaum Group
Tom Weinbaum is Founder & CEO of The Weinbaum Group, a boutique sales and marketing messaging, tools and skill development firm that helps socially responsible companies achieve exceptional growth. For over 20 years he has helped organizations create and capture billions of dollars of value in ways that lead to greater trust, better relationships and increased future value.
Over the course of his career, Tom has worked with organizations ranging from startups to billion-dollar global enterprises, including GE Capital, American Endowment Foundation, Save the Children, Foundation Group, Crown Philanthropic, and Water Impact Alliance. Prior to founding The Weinbaum Group, Tom ran Demand Creation Sales and Marketing for Foundation Source, where he was instrumental in helping the company grow from $30 million to over $5 billion in assets under administration. Tom’s background sits at the intersection of socially responsible for-profits, public charities, impact investment funds, private foundations, ultra-HNW, philanthropic services and capital markets. Tom lives with his wife and four children in Stratford, CT.
Mr. Wichner directs Farmland LP’s (www.FarmlandLP.com) investment program, overseeing property acquisitions, leases and sales, and manages the business affairs of VF Holdings and its sponsored funds. A seasoned executive with 25 years of experience building companies and managing his family’s real estate portfolio, Mr. Wichner steers the business strategy for Farmland LP, named a 2014 “World’s 50 Most Innovative Companies” by Fast Company magazine. Mr. Wichner’s previous experience includes being part of the start-up team of Depotech, which developed and currently produces an FDA-approved treatment for metastatic brain cancer (now part of Sigma-Tau Therapeutic), and CEO of Kindmark which developed and sold automated employee charitable contribution programs for Fortune 500 Companies such as GM, EDS and Charles Schwab. Mr. Wichner is also a co-founder and Managing Director of Vitality Farms and serves on the board of BN Ranch, Bill Niman’s successor company to Niman Ranch, Inc. Growing up, Mr. Wichner spent summers on a farm, where he milked cows and tended crops, chickens and horses, wrangled cattle and built two barns. Mr. Wichner received a B.S. in Biochemistry and Molecular Biology and a minor in Economics from UCSD, earning Provost’s Honors and performing graduate-level research on HIV/AIDS as an undergraduate
Economic Development Council of Seattle
Alison Wise, MBA, Interim President, Sol Power Energy, LLC. and Founder, Wise Strategies- is an “energy infrastructure” thought leader, strategist, technologist, and communications expert. She advises entrepreneurs, investors, and governments regarding clean technology businesses with two decades of knowledge built up in the renewable, sustainability and finance fields. Alison’s career includes executive roles for NREL and several successful start-ups. She is a frequent speaker, presenting for important forums throughout the US, Silicon Valley, Europe, and China.
“I worked with Alison on several really innovative energy applications during her tenure at NREL and I unequivocally endorse the insights, ideas and ability to integrate that she brought to the table and converted into real tools. She is “Wise” well beyond her namesake and her innovations are top shelf — visionary, collaborative, integrating new technologies.. with ways that were powerful underneath and simple on the face generating real action by the users. Her thought leadership during this critical time of transition…of our nation’s energy “infrastructure” will help greatly with strategies we test, develop and embrace as we make progress towards a cleaner economy. I expect more great things and trust an important piece of our future to Alison.” Darrell Beschen, Chief Economist, US Department of Energy
Kim, a Managing Partner at Tideline, a boutique impact investing consulting firm, is a leader in strategic philanthropy and impact investing. Formerly CEO of Schwab Charitable, she oversaw the organization’s growth from a startup to $5 billion in contributed assets. Under Kim’s leadership, Schwab launched a pioneering impact investing program that allowed donors to guarantee microfinance loans. Schwab was also a pioneer in permitting independent investment advisors to manage investments in client accounts, and in developing the corresponding risk and performance monitoring systems necessary to oversee these investments.
A recognized influential voice in the industry, she is widely published and quoted, including in The Wall Street Journal, BusinessWeek, CNBC, Bloomberg, Investment News, Stanford Social Innovation Review, Chronicle of Philanthropy and Trusts & Estates Magazine. Kim helped direct an effort among a consortium of national donor-advised funds to inform regulation defining and governing DAFs, including providing advice on the related provisions of the Pension Protection Act. Kim has taught and lectured on impact investing and strategic philanthropy at Haas School of Business, University of California at Berkeley and guest lectures on governance at Stanford Graduate School of Business. In 2009, Wealth Management magazine named Kim one of the 50 most influential women in the US in wealth management, currently serves on the Certified Financial Planner Board of Standards, and the Center of Social Sector Leadership at Haas Business School, University of California at Berkeley. Kim earned a BA in Human Biology from Stanford University. She also completed the executive MBA-SEP program at the Stanford Graduate School of Business, post-graduate work at the Mass Media Institute at Stanford, as well as coursework in governance at Harvard Business School.
Simon Xi is General Manager – China and a member of the Product Authority Team of Vertex, Metroflor/Halstead’s international division. Simon is based in Shanghai and is the company’s China – US Liaison on audits, product certifications, sustainability, customer relations and quality control. He coordinates product testing, audits and certifications, sustainability, and resolution of customer quality issues. With 20+ years’ experience in product quality management, he has engaged Elegant Plastics in the NSF 332 certification of two products for the Metroflor/Halstead.
Simon holds a bachelor’s degree in Heat Energy Device and Equipment and an MBA from China Europe International Business School. He worked for several multi-national companies before joining Vertex in the product quality field. He served as Black Belt for two years at Honeywell Global Shared Services’ Shanghai office and two years at Philips Lighting China Sourcing Office, training and certifying Green Belts in the organizations.
Bio coming soon.
SNW Asset Management
Glen K. Yelton, Head of Impact Research: Glen K. Yelton joined SNW Asset Management in 2015 as the Head of Impact Research. Over the past decade and a half Glen has been heavily involved in the ESG/Impact investing industry, spending the last 10 years managing the ESG research program at a leading provider of global ESG data. Prior to that experience, Glen oversaw the development and operation of a registered investment advisor’s research program focusing on ESG data collection. Glen has provided competitive intelligence research for a variety of Fortune 100 clients in a wide range of industries including consumer products, automotive and technology. He also served as an interrogator in the United States Army and as a key participant in the development of several business intelligence and corporate information database-driven software products. Mr. Yelton received his B.S. degree from East Tennessee State University.
Natural Systems Utilities
Bio coming soon.
Pegasus Capital Advisors
Anthony Zolezzi is an entrepreneur, consultant, author, and expert on helping businesses to become more profitable by promoting the well-being of both the planet and its inhabitants. He is currently an operating partner at Pegasus Capital Advisors and member of the board of directors of Recommunity and Wild Oats Organic Marketplace, where he initiated the partnership with Walmart to make organic products both affordable and accessible.
Zolezzi’s entrepreneurial experience includes having co-founded such environmentally friendly ventures as Greenopolis, a subsidiary of Waste Management that rewards consumers for recycling, and Pet Promise Natural pet food, and having conceived, created and co-founded the highly successful Bubba Gump Shrimp Co. chain.
Zolezzi is also the author of Uncharted Waters and co-author of five other books, including Chemical-Free Kids and Chemical-Free Kids: The Organic Sequel.
He is also a former board chairman of the Organic Center for Education and Promotion and former board member of Vitamin Angels, a nonprofit dedicated to reducing child mortality worldwide by providing essential nutrients to infants and children under five.