info@sustainatopia.com      

SPEAKERS (PARTIAL LIST ONLY)

A diverse background gained over 10 years of experience in several aspects of solid waste management give Geoff a balanced perspective on the challenges facing the industry today. As Sr. Sales Director at Enevo, Geoff oversees North American sales to consultants and service management firms, as well as leads the technical sales division, providing innovative data analysis and insight to Enevo customers. Enevo brings IoT to the waste and recycling industry, utilizing wireless sensors to deliver predictive models for collection systems, and empowering waste generators to reduce their environmental impact.

Geoff has a Bachelor’s degree in Biochemistry from the University of Colorado – Boulder, and an MBA with a specialization in Sustainable Management from the University of Colorado – Denver.

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ArcView Group

David Abernathy started his career doing project administration and management at a London based engineering and consulting firm. From there he transitioned to an Australian investment bank where he worked with the Infrastructure Legal team financing multi-billion dollar wind farm projects. He spent several years doing investment due diligence, business development, and business administration consulting. From 2009-2012, he ran a financial services and consulting firm for the medical cannabis industry whose clients included cultivation collectives, dispensaries, equipment manufacturers, and cannabis R&D companies around the State of California. Mr. Abernathy worked as an adviser to UC Berkeley’s Goldman School of Public Policy on a report for the City of Oakland about the economic impact of regulated, large-scale, indoor cannabis cultivations.

In addition to his work with The Arcview Group, David currently teaches the Economics of Cannabis at Oaksterdam University and co-owns an indoor miniature golf course. He has held leadership positions and served on the boards of notable non-profits in the fields of art, education, human rights advocacy, and animal rescue, and currently serves as President of America’s first cat cafe.

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The Boston Foundation

Maggi Alexander directs TPI’s Center for Global Philanthropy and in this role supports New England International Donors (NEID). An entrepreneurial leader, Maggi has spent over 25 years focused on improving the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide. She has extensive experience building partnerships and alliances that cut across traditional divides and has worked in the corporate, philanthropic, nonprofit, and public sectors. Maggi’s experience in organizational development spans the early start-up process to achieving scale and sustainability; she is passionate about turning great ideas into reality.

Maggi’s commitment to international development was ignited when she worked as a street educator providing direct services to working and street-based children in developing countries. In 1991, Maggi joined the International Youth Foundation (IYF) shortly after it was established, playing numerous key leadership roles as the organization grew, including direct program and organizational leadership of a fast growing network of partner foundations across Asia, Europe, Latin America, Africa and the Middle East. Today, IYF is among the world’s leading public foundations focused on investing in young people, with operations in more than 80 countries.

Most recently, Maggi worked with the ImagineNations Group to provide rural young people and smallholder farmers with relevant education, training, and finance, fostering a new generation of Africans who are prosperous along the field-to-fork agriculture value chain. In 2006, Maggi founded and continues to serve as volunteer Director for Kids-Take-Action, a nonprofit aimed at inspiring service and social action among school-aged children. Over her career, Maggi has held several other senior leadership positions with national and international organizations, including the W.K. Kellogg Foundation, UNICEF, the Fetzer Institute, and the Charles Stewart Mott Foundation. Maggi is currently a Senior Fellow in Social Innovation at Babson College, and she has a Master’s degree from John’s Hopkins School for Advanced International Studies.

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GAMCO Investors

Christina L. Alfandary is Managing Director, ESG and Sustainable Investments at GAMCO Asset Management. Since 1987 GAMCO has worked with Socially Responsible Institutions to meet their values based investing objectives through individual mandates as well as a mutual fund. At GAMCO, Ms. Alfandary oversees the company’s expansion of its ESG integration efforts and ESG investing capabilities across the organization. She is a member of the firm’s Proxy Committee. Ms. Alfandary has over twenty- five years of experience in the investment business. Prior to re-joining GAMCO, she served as Senior Managing Director, Co-Head of Nikko Asset Management Americas, Inc. until 2015 where she was instrumental in initial US asset raising efforts for an ESG green bond product developed in collaboration with the World Bank. Ms. Alfandary has spoken at conferences on impact investing to family offices and foundations looking to develop ESG and impact investing portfolios. Prior to Nikko AM, she was a Vice President at GAMCO Investors from 2000 to 2005 where she worked with institutional and high net worth clients. Her investment experience includes working at Morgan Stanley from 1990 to 2000, as both a banker and in institutional fixed income sales and trading.

A native of California, Ms. Alfandary received an M.B.A. in Finance from Columbia Business School after earning her B.A. from Lewis & Clark College.

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The Jackfruit Company

Bio coming soon.

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Family Office Association

Ryan Ansin is an entrepreneur, angel investor, philanthropist, and anxious learner who thrives off of seeking out new frontiers. Ansin utilizes his time, capital, and collaborative networks to drive profits and change conjointly, focusing on various start-ups in both the non-profit and for-profit worlds.

Ansin buckets his professional time between Clarity Project (Founder and CEO), Family Office Association (President), advising his early stage investments in fashion and technology, and more recently has taken an interest in the intersection of real estate development and indoor farming.

Clarity Project is a great metaphor for Ansin’s approach to business and life. He chose to get married but did not trust the diamond companies so started his own first in mining and exploration, and now in Lab-Grown Diamonds.

Beginning at a young age, Ansin has sat on various boards of directors for organizations focused on children, poverty reduction, and the use of media to improve transparency around the world. This was largely through a multi-national organization Ansin founded and ran for four years, Every Person Has a Story (EPHAS), which taught journalism and photography in thirty-two locations around the world. Ansin has been a recent participant and contributor to such conferences as Nexus Global Youth Summit, Global Economic Symposium, Giving Women International, G8YS, WEF, and many more.

Prudential (invited)

Bio coming soon.

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Prudential

Luke Apicella has nearly ten years of impact investing experience. As a manager with Prudential Impact Investments, he is responsible for the origination and asset management activities to grow the portfolio to $1 billion. He covers numerous relationships, industries, private asset types, and impact objectives. Luke serves on the boards and/or committees for several portfolio companies including a Real Estate Investment Trust, a Community Development Finance Institution, and a local start-up. His signature transactions include a state tax credit fund for solar farm developments, a co- investment with a leading private equity fund in a high growth sustainable consumer goods company, and a next vintage investment in the top performing affordable housing private equity fund. Luke started his career with Prudential and soon after became an analyst with Impact Investments responsible for the portfolio management activities including valuation, forecasting, and reporting. Luke has degrees in sustainability management from Columbia University (MS), finance from New York University (MBA), and entrepreneurship from Syracuse University (BS).

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Climate Changers®

Jim is Founder and Project Director of Climate Changers®, a program of the Center for Transformative Action at Cornell University.  Right now, all over the world, individuals are taking uplifting actions to address climate change. We all need to know about these actions, learn from those taking them and see if we can take action ourselves. Climate Changers provides connections between these individuals and those of us who want to do something that makes a difference. Climate Changers presents individuals from business, government, organizations, communities and as global and local citizens in a way that places a powerful, human face on climate change. Here, actions are small and large – from composting and carpooling to changing political and economic policy – yet each action informs, inspires and ignites the reality that each of us can make an impact. Sharing these positive actions far and wide, the on-the-ground and online Climate Changers communities activate a just and sustainable future for us all.

In 1999, Jim founded Good For Business, a communications firm dedicated to created purpose-led communications for business and organizations committed to social responsibility and sustainability. He has developed message strategies based on the proprietary Message And Purpose process for clients around the world – from the Hillary Institute in New Zealand to Cornell University in New England.  Good For Business was certified as a B Corp in 2010.

Jim’s approach to communications is published in book form: BEYOND THE MISSION STATMENT: Why Cause-Based Communications Lead to True Success (Macmillan India). He has taught creative writing, creative thinking and sustainability communications at the University level.

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Tufts University (GDAE)

Through March 2013 Jeff lead Saving for Change at Oxfam America which grew to 650,000 Savings

Group members in Mali, Senegal, Cambodia, El Salvador and Guatemala. By training groups of about

20 to save, lend to each by the thousands these groups provide a better way to save and lend at a

small fraction of the cost and complexity of financial institutions. Jeff previously founded and led

Working Capital for several years this country’s largest microfinance initiative honored by President Clinton at the White House. While at Acción International he directed the PISCES studies, the first worldwide study of microfinance and introduced group lending with this model replicated worldwide. He has consulted to microfinance projects in more than 30 countries. Through Carsey Jeff is bringing Savings Groups to the USA building on immigrant savings circles, introducing savings groups through Conditional Cash Transfer programs in the Dominican Republic, introducing Savings Groups to Bangladesh as he launches research on the long term survival of these groups. His book “In Their Own Hands: How Savings Groups are Revolutionizing Development” published by Berrett Koehler has been well received. He teaches microfinance at Columbia and Brandeis Universities.

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Foley Hoag

As Co-Chair of Foley Hoag’s Energy & Cleantech Industry Group, and head of the firm’s Renewable Energy Project Finance and Development Practice, Mark Barnett has an extensive business law practice focused on the energy and clean technology and infrastructure sectors. Mark works closely with clients developing innovative technologies and business approaches to solving energy and sustainability challenges, advising these emerging and high growth companies in all aspects of strategic development, financings and acquisitions, intellectual property and industry-specific regulatory and policy matters. He also leads the firm’s renewable energy project finance practice with a particular focus on solar energy project development and finance, working with a broad range of developers, project sponsors and investors in this dynamic and growing sector.

Carol Baroudi, Global Sustainability and Compliance for Arrow Electronics, works to define and drive sustainability initiatives. Her primary focus is sustainable electronics and its potential contribution toward overall sustainability goals, brand protection and enhancement. She works to support customers’ sustainability initiatives, including education, evangelizing and reporting.  She is the lead-author of Green IT For Dummies, which gives organizations basic principles and guidance in moving toward sustainable IT. She co-leads the Boston Area Sustainability Group, producing monthly programs aimed at furthering sustainability education, building collaborative networks, and driving sustainability forward.

Prior to joining Arrow, Carol worked as an industry analyst as Research Director of Sustainability and Green IT at Aberdeen Group, CEO of Baroudi Bloor International, and Vice President at Hurwitz Group. A best-selling author, Carol’s books have more than 7 million copies in print in more than 30 languages. Ms. Baroudi holds a B.A. from Colgate University and a post baccalaureate certificate in Sustainable Development from the University of Massachusetts.

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Family Office Insights

Bio coming soon.

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Mimi Solar

Bio coming soon.

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SCS Global Services

Stowe Beam is the Senior Director, Corporate Development for SCS Global Services www.scsglobalservices.com, a third-party environmental and sustainability certification organization.

Beam evaluates potential service offerings and oversees development and implementation for new services across the company. Prior, he managed the green building industry certification programs, including those focused on flooring, furniture, and life cycle assessment of building materials. Beam brings a deep familiarity with certification programs as diverse as FloorScore®, level®, and Roundtable on Sustainable Biomaterials, as well as Environmental Product Declaration verification.

A dynamic and approachable speaker, Beam excels at presenting environmental trends to both scientific and industry related audiences.  Over several years, he has presented at a variety of high-level global conferences including GreenBuild 2008 International Expo, Healthy Buildings 2009, LCA X 2010, Indoor Air Conference 2011, and the International Society for Ecological Economics Conference 2016. Additionally, in 2015, Beam concluded his four-year tenure on the USGBC Indoor Environmental Quality Technical Advisory Group and joined the U.S. EPA’s pilot project to evaluated environmental performance standards and ecolabels.

Prior to joining SCS, Beam was a science and environmental educator, working in a number of diverse environments including the Coastal Southeast, Rocky Mountains and Pacific Northwest. He is also an accomplished white water kayak instructor.

Beam holds a degree in Biology from Davidson College and an MBA in Sustainable Management from Presidio Graduate School.

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Daedalus Strategic Advising

Tamara Bekefi is the founder and principal of Daedalus Strategic Advising and has spent the last 20 years engaged in sustainability issues focusing on strategic innovation, risk management, and communications to increase revenue and reputation.

With expertise in environmental, social, and political risk management and sustainability-focused innovation, Tamara has worked with Fortune 500 companies, industry organizations, social investment firms, and non-profits. Clients include: PepsiCo Inc., Johnson & Johnson, Eli Lilly and Co., Starbucks Coffee Company, Campbell Soup Company, ExxonMobil, Phillips-Van Heusen, KLD Research & Analytics, Africare, and UNICEF.

Tamara has authored numerous papers, articles, reports, and management guidelines, and has lectured at leading corporate forums and universities. She was a Research Fellow and Program Manager at Harvard University’s Center for Business and Government, has a Masters degree in International Business and Political Economy from the Fletcher School of Law and Diplomacy, Tufts University, and graduated, summa cum laude with a Bachelors degree from McGill University.

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PlantBased Solutions

David Benzaquen is the Founder and CEO of PlantBased Solutions, an award-winning, brand management and marketing agency for plant-based consumer products businesses. Prior to founding PlantBased Solutions, David spent 15 years in advocacy and development with various public health and environmental nonprofits. In addition to his primary role at the agency, David advises over a dozen venture capital firms in the food and food tech spaces and serves as a mentor with Brooklyn FoodWorks, Food Future, Food System 6, and Food-X.

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Pathstone Federal Street

Molly joined Federal Street in 2014 with over 10 years of experience working in the sustainable investing arena. Prior to joining Federal Street, Molly was Head of U.S. Research for EIRIS, responsible for managing a team of seven research analysts specializing in ESG analytics for asset managers. She also served as Lead Sustainability Analyst for Pax World Funds, where she oversaw proxy voting and researched companies’ ESG profiles using quantitative and qualitative indicators to identify investment risk and opportunity.

Molly’s newly created role as an ESG Research Analyst is a natural expansion of Federal Street’s expertise and reputation as one of the nation’s leading sustainable investing advisory firms. “Most other firms are newer at this; I was impressed by the depth of thinking here.”

Molly holds an MBA from the Whittemore School of Business at UNH, where she also earned her BA in Linguistics. Molly serves on the board of a New Hampshire running club that is working to get children involved in running.

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Growth Capital Network

Lauren Bigelow has served as CEO of the Growth Capital Network since 2010. She manages programs for the philanthropic, health care, and innovation communities providing strategic, project management, research, analytic, and evaluative services. She uses the framework and ethnographic field techniques of anthropology to manage large-scale regional and statewide programs, health and economic impact evaluations. Lauren has worked closely with a number of entrepreneur initiatives (Automation Alley, Ann Arbor SPARK, and the Lansing Economic Area Partnership), and created curriculum for the commercialization programs at Michigan State University, Michigan Technological University, the University of Michigan, and Wayne State University. She also engages with a number of philanthropic and non-profit organizations such as the New Economy Initiative at the Community Foundation for Southeast Michigan, the Michigan Healthcare Endowment Fund, Gleaners Community Foodbank, and the Michigan Economic Development Corporation.

Lauren has spent 17 years in the technology space and brings a strategic perspective with exceptional execution skills on all organizational levels. Prior to GCN and before its ‘09 acquisition by Bloomberg, she was the North American Commercial Director for New Energy Finance, the leading independent provider of information and research to investors in the clean energy markets. From early 2004–2008, Lauren was the Managing Director of the Cleantech Group where she oversaw the firm’s technology and innovation pipelines. She is currently on the investment advisory boards of the Zell Lurie Fund and Belle Capital Michigan. Lauren is on the board of the Energy Innovation Business Council, the Institute for Energy Innovation and the U-M Biological Station as well as the advisory board of the Erb Institute, the Great Lakes Leaders Council, and the Michigan advisory council for the Environmental Law and Policy Center. Dr. Bigelow is a finance lecturer at the Ross School of Business at the University of Michigan. She holds a BS in Economics from the University of Michigan and MS and PhD in Anthropology from Northwestern University.

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Scarab Funds

Bio coming soon.

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Social Impact Consulting

Talya Bosch helps Fortune 500 corporations and NGOs exceed their goals by connecting profit to purpose, unlocking new potential. Most recently, she established the first corporate responsibility department in Western Union’s 165-year history, serving as VP of Social Ventures, Corporate Communications and Global Events. Previously, she served as a senior executive in nonprofit and consultancy settings – including Cone and Porter Novelli International – where she delivered award-winning programs that grew both revenue and stakeholder engagement by triple digits, mobilized billions of dollars and touched more than eight million lives.

Talya’s background in conflict management proven invaluable in galvanizing the institutional will and “strange bedfellow” relationships essential to results at scale, particularly in complex multi-stakeholder environments. She regularly appears in the media and as a top-rated speaker on corporate responsibility, cause marketing, philanthropy, and related strategies that can open minds, touch hearts and change behaviors. Connect on LinkedIn or Twitter at @TalyaBosch.

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ROC USA

Paul Bradley is the founding president of ROC USA, LLC, a nonprofit social venture that makes resident ownership of manufactured (“mobile”) home communities viable nationwide.

Launched in 2008, ROC USA® operates through a Network of eight nonprofit technical assistance providers and a subsidiary CDFI, ROC USA Capital.  Through September 2016, ROC USA has preserved 11,750 affordable homes and 191 communities in 14 states.  In 2016, ROC USA Capital will deliver over $35M of acquisition and improvement financing in low- and moderate-income communities.

In 2011, Paul was selected as an Ashoka Fellow and Social Innovator of the Year by the Carsey Institute at UNH in 2013.  In 2014, Paul was honored with the Jerry Voorhis Memorial Award by the National Association of Housing Cooperatives.

Paul lives in Epsom, N.H., with Martha, his wife, and two daughters.  In addition to family and work, his passion runs deep for basketball and backcountry skiing.

pbradley@rocusa.org

(603) 513-2818

www.rocusa.org

www.myROCUSA.org

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Refill Depot Inc

Nominee 2015 Katerva Award – Global Sustainability, equivalent to Nobel, nominated by France Scientist

Lives in Winnipeg, Canada, married with 2 children: daughter (18)  and son (21), enjoys cycling, soccer and travel.

Retired IBM in 2013 after 35 years airline technology, last position Enabler – host and network configurations, specializing in telecommunications.

2 IBM Automation Awards: 2006 and 2008, Employee of the  month:  July 2011

The root cause to global waste is distribution, not packaging!

Billions of dollars spent annually on: packaging R&D, waste pickup, incineration, ocean cleanup and recycle.

These are all endless routines handling ongoing symptoms; these are not sustainable solutions!

As a innovator motivated to create a sustainable future for our children, once I learned recycle was 80% inefficient, I started designing!

I am Lean Architect with new process structure and sustainable design, focused on reduce, reuse efficiency.

Startup, Refill Depot transforming distribution to remove packaging; root solution essential to reducing global waste.

Addressing social, creating new habits with reuse efficiency, evolves Smart Sustainable Savings; economically and environmentally

US Patent approved July 2016; Intl filing.  Innovative dispensing system: high volume vat system; no electricity or pumps; least operating cost and quietest system.

Walmart seeks the technology to remove packaging will increase their profits, Refill Depot exceeds their expectations with 12 key “Big Edge” features:

theft/shrinkage prevention, highest LCA score, new markets moving wholesale volume to retail level and much more.

Our innovative dispensing system is versatile to liquid, powder, granular and small items has multi industry global markets; big box retail, automotive, hospitals, resorts, military and much more.

Our objective is to transform; selling patent dispensing systems and 3 building models: 1) multi car drive-in, 2) walk-in and 3) assisted multi car drive-in

Technology:  refill 17 containers with 16 different products in less than 15 minutes.

At funding stage, seek partnerships with: construction, tech, tablet, sensors and building trades.

Boston Community Capital

Bio coming soon.

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Whole Water

Morgan is CEO and co-founder of Whole Water Systems, LLC., a leader in sustainable water resources (water/energy/nutrients) and onsite wastewater treatment. Whole Water is focused on offering investors (VC & Institutional) sustainable impact opportunities in water infrastructure through innovative & efficient design/build/operate (DBO) facilities that solve urban wastewater problems for green businesses (breweries, wineries, food & beverage), green developers (Living Building Challenge, Living Community Challenge, EcoDistricts) and green communities (cities with old infrastructure, lack of funds). Whole Water projects emphasize biomimicry and sustainable Integrated Design by incorporating the recovered resources into urban development amenities (e.g. breweries, urban agriculture/vertical farming, water-feature urban oasis parks and recreation, public market/public commons). Whole Water’s designers are pioneers in local, onsite treatment technology (vertical membrane bioreactors, constructed wetlands) which allow for large-scale treatment of wastewater in restricted urban settings (basement utility rooms, small buildings, or even green landscaping) – the holy grail for sustainable decentralized treatment and reuse.

Following his passion for environmentalism and sustainability, Morgan left a successful career in high tech to start cutting-edge ventures in renewable energy, green development and wastewater treatment. Morgan has a degree in electrical engineering, became a LEED AP and NABCEP certified solar professional in 2003, started the Sun Valley Sustainability Conference (2005), is past president of a regional Smart Growth non-profit, and is a co-founder of Whole Water Systems (2007). Morgan is a frequent speaker on sustainable water.

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Collective Responsibility

Driven by the belief that change begins with a single step, Richard Brubaker has spent the last 15 years in Asia working to engage, inspire and equip those around him to take their first step.

Acting as a catalyst to driving sustainability, to bring about the changes in leadership and business models, and to recalibrate old models so that new opportunities can be captured, Brubaker’s work is centered around building foundations of knowledge, understanding core issues, engaging stakeholders, and doing what it takes to move forward.

Currently, as the Managing Director of Collective Responsibility and a Visiting Professor of Sustainability at the China Europe International Business School (CEIBS), Richard is focused on building platforms that promote long term organizational capacity to address the economic, environmental and social hurdles that China faces as the country’s economic growth accelerates.

To date, Brubaker has overseen the development and execution of more than 200 projects focused on solving the social, environmental and economic challenges that are faced in Asia.

Rich is regularly invited to speak at leadership, social innovation and sustainability-focused conferences to speak on issues of social innovation & entrepreneurship, sustainability, corporate social responsibility and leadership.

Richard holds a Masters in International Management from the Thunderbird School of Global Management, and serves as the Vice Chairman of the Corporate Social Responsibility Committee of the American Chamber of Commerce in Shanghai.

You can follow Rich on Twitter at @richbrubaker

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Cabot Strategies LLC

Jim has been working on sustainability issues for over 25 years. His focus has been the nexus of business, policy and innovation. As an entrepreneur, Harvard MBA, 12 year veteran of the US EPA and 10 years at the helm of Rasky Baerlein’s Energy and Environment practice, Jim has the breadth of experience needed to understand the broader landscape and the technical knowledge to implement effective strategies.

He has been nationally recognized for his expertise in strategic planning, change management and communications. Jim is currently focused on helping energy companies with their public affairs and communications needs. Past and current clients include: Sun Edison, Solar City, NRG Energy, Constellation Energy, Covanta Energy, Veolia Energy NA, GDF Suez, National Grid, New York State REV, New York State Smart Grid Consortium, City of Boston and the American Council on Renewable Energy.

Jim has and BA from Harvard University and MBA from the Harvard Business School. He is a member of the Global Leadership Council for the Natural Resources Defense Council and is active with the American Council on Renewable Energy and the New England Clean Energy Council. jim@cabotstrategies.com 978-764-1510 cabotstrategies.com

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JLL

Mr. Carr is a Vice President for JLL in the Public Institutions group, focused on providing development advisory services, operations planning, design development and phasing strategies for large scale, mixed-use and residential developments. His particular expertise is in helping structure, evaluate, and negotiate public-private partnership (P3) transactions on behalf of government, educational, and non- profit organizations. Currently he advises on a number of mixed-use, Transit Oriented Development (TOD) projects including the redevelopment of New York City’s historic Farley Post Office Building/Moynihan Station facility and Pennsylvania Station. As part of the Gateway Program Development, these projects serve as the main intercity and commuter railroad operations in the city, and are the busiest passenger transportation facilities in the United States and North America. He is currently serving as a thought leader and writer for the UN-HABITAT’s team on urbanization for global cities. Mr. Carr earned a B.A. in government from Dartmouth College in Hanover, NH and also maintains a LEED AP BD+C certification.

David Carris is a Financial Advisor at UBS in Burlington, Vermont where he provides comprehensive wealth management for innovators and change-makers, their families, growing businesses, and the causes and nonprofits they are passionate about. His clients are entrepreneurs, teachers, professionals, retirees, philanthropists, physicians, and community leaders. Whether managing a large family-owned manufacturing business, starting a self-help cooperative in Rwanda, or creating a family and community philanthropic legacy, their success was driven by deeply-held values that equally and effectively guide their investments.

David joined UBS in 2012 to build a practice focused on sustainable investment, drawing from the firm’s long-standing leadership in the field, both in Europe and in the US, as well as its substantial global resources. His 22 years of experience as a Financial Advisor include work at Merrill Lynch and Morgan Stanley, where he served as Branch Manager, and were preceded by thirteen years in economic development, community planning, and historic preservation.

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City of Orlando

Chris is an emerging social “eco-preneur”, community organizer, and sustainability professional with a passion for accelerating the transition to a clean energy economy.

He’s currently the senior adviser for Mayor Buddy Dyer and the City of Orlando, developing policies and programs to support the sustainability, energy & climate-related goals of the Green Works Orlando municipal and community action plans.

In 2008, Chris co-founded IDEAS For Us, an international 501c3 nonprofit & UN-accredited NGO, building a global community of leaders working to advance local environmental solutions to global challenges. In 2012, Chris also partnered with professionals to create a clean energy consulting firm – Citizen Energy – that is providing energy services and implementation of energy efficiency + renewable energy solutions in commercial buildings in Washington DC Metro area.

Chris has held sustainability & energy-related positions with University of Central Florida, Orange County Government, and the US Department of Energy. He’s been awarded a Delegate for the National Wildlife Federation (NWF) and the Clinton Global Initiative, selected as a ‘Global Shaper’ by the World Economic Forum, and is the co-founder and chairman of Florida Green Chamber of Commerce (FGCC), the first state-wide business chamber aimed at creating environmentally-friendly, sustainable business practices & policies.

In addition, Chris is a public speaker and has been recognized for his effort as a emerging environmental leader; including the prestigious IAMECO Warrior designation, formal recognition from President Bill Clinton, and ‘Champions of Change’ honorable mention from the White House & Obama Administration. Most recently, Chris gave an inspiring TEDx Talk in October 2012 on Biomimicry; he spoken at the United Nations HQ & the UN Rio+20 Summit; and was a keynote speaker at the 2013 NASA KSC Innovation Expo, and 2013 International Economics Congress in Berlin, Germany.

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Pleiad Racing

Ed is the founding partner of Pleiad Capital Management and has over 30 years of experience in the capital markets with a 10-year commitment to the Wellness space.  His experience in the LOHAS arena spans both his work in venture capital and his recent extension of the theme to the intersection of the Wellness Economy and Sports.   Ed is now the Managing Director and Co-Skipper of Pleiad Racing, an offshore sailboat race team whose sponsors are all in the Wellness space.  The Mission of Pleiad Racing is to create commercial, educational and emotional value for all of its stakeholders. By fielding a successful ocean racing team around the Atlantic Basin Pleiad blends commerce, education and sport into a wellness nexus that promotes personal and planetary vitality.

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Tom's of Maine/Ramblers Way

Tom Chappell is an entrepreneur, environmentalist, philanthropist, and  author.  After he and his wife, Kate, an artist, settled in Maine to live a lifestyle closely connected to nature, they  founded Tom’s of Maine in 1970 which became a pioneer and leader in the natural personal care business. Their legacy of a belief that a business can be environmentally sensitive, socially responsible, and profitable lives on with Tom’s of Maine under its new owners, Colgate-Palmolive, Inc. Since the sale in 2006, Colgate has continued to support the practice of these values .

Tom has had a life-long interest in the responsibility of the corporation to society and has written two books on business ethics. The Soul of a Business, 1993, sets a standard for the moral corporation.  Managing Upside Down, 1999, defines a set of tools for leaders to manage with both head and heart together, called The Seven Intentions of Values-Centered Leadership.  A 1961 graduate of Moses Brown School in Providence, Trinity College in 1966 with a BA in English, and Harvard Divinity School in 1991 with a Masters in Theological Studies.  Tom is on the Trinity College Board of Trustees, and is a Harvard Divinity School Deans Council Member.

Concerned about environmental and community sustainability, Tom and Kate now own a sheep farm to produce fine wool for their use in recreating a regional supply chain to produce next- to-the-skin fine apparel, shirts, and jackets under the name, Ramblers Way Farm that launched in 2009. Additionally, their home and offices in Kennebunk operate on geothermal energy while preparing to complete a sustainable lifestyle with solar energy as well. They are both active in Maine philanthropy.

Danielle Chesebrough is the Senior Manager of Investor Engagements with the United Nations Global Compact at Principles for Responsible Investment. She coordinates and promotes global investors’ collaborative engagements with publicly listed companies, stock exchanges, and policy makers on a range of environmental, social, and governance (ESG) topics. Additionally, Danielle facilitates joint projects and information sharing between the PRI and UN Global Compact. Danielle also co-coordinates the Sustainable Stock Exchange Initiative. She has been coauthored a variety of publications, including the Model Guidance on Reporting ESG Information to Investors: A Voluntary Tool For Stock Exchanges to Guide Issuers. Danielle has worked at PRI since 2011, holds a M.S.W. from the University of Connecticut and a B.A. from Clemson University, and currently resides in Connecticut.

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Eclat

Annie Chor is the Director of Strategy and Distribution at Éclat Impact, the trusted regulatory compliant impact investing marketplace for global investors and social/environmental ventures to source, due diligence and transact in the primary and secondary markets. Prior to joining Éclat Impact, Annie worked at the World Economic Forum in Strategic Partnerships, focusing on financial institutions. Previously, she worked at Barclay Capital in the capital markets division. Annie is dedicated to leveraging private capital for societal change and has worked in an advisory capacity with social enterprises across four continents.

Annie is a Fulbright scholar and holds a dual Master of Advanced Management and MBA degree from Yale School of Management and IE Business School. She graduated from Boston College receiving a BS in Finance and minors in International Development and Human Development.

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CREO Syndicate

Ms. Régine Clément is dedicated to advancing innovation, investment and adoption of sustainable technology and business solutions that help better manage natural resources, our built environment, as well as increase process optimization in all sectors of the global economy.

She joined the CREO Syndicate in January 2016 as its inaugural CEO to lead the growth of the organization and provide tailored support to its members in the successful deployment of private capital into CleanTech, Renewable Energy and Environmental Opportunities (CREO) markets.

Régine is also proud of having co-Founded and co-managed the Canadian Technology Accelerator (CTA) for CleanTech (2012-2015), a 12-week accelerator program that offers tailored coaching and mentoring, as well as access to key resources from NYC metro area and Silicon Valley to promising Canadian cleantech companies and their CEOs/Founders (for more info: www.ctaconnects.com).

 

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Project WET

Morgan is the Senior Program Manager for International Projects at the Project WET (Water Education for Teachers) Foundation and has more than 15 years of experience delivering water education to all ages. Project WET is the largest water education-focused organization in the world, with a network of partners in 70 countries and 50 US states who are dedicated to improving water literacy. A US Water Prize winner and Global Journal Top-100 NGO, the Project WET Foundation trains 30,000 adults and reaches over 1 million children each year with a goal of solving pressing water issues through community action.

Working with the Project WET for six years, Morgan is responsible for international programs and specializes in Corporate Sustainability and Employee Engagement programs with multiple corporate partners. She has been integral in the development of dozens of educational resources and has managed programs across the globe from Tanzania to Taiwan.

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Open Data leader

Barbara Cohn is a senior data strategy advisor and leader in Open Data. Barbara most recently served as New York State’s first Chief Data Officer. An expert in public policy, Barbara has over twenty years of public sector experience in leadership roles in state and local government. In 2016, Barbara was recognized as one of Government Technology Magazine’s Top 25 Doers, Dreamers, & Drivers. She has an extensive background in advancing the utilization of data as a strategic asset with the objective of turning raw data into actionable knowledge; maximizing business value and insight; cultivating collaboration between business and IT within and across organizations; developing governance policies and standards; and facilitating interoperability and analytics. As CDO, Barbara was the chief architect of New York State’s acclaimed open data portal, Open NY, and principal drafter of the NYS Open Data Handbook and the NYS Dataset Submission Guide. Prior to serving as NYS Chief Data Officer, Barbara worked for NYC Mayor Michael Bloomberg where she advanced implementation of HHS Connect, a cutting-edge interoperability initiative breaking down information silos to optimize client care and outcomes. HHS Connect transformed the delivery of health and human services by providing a holistic/client centric approach to the delivery of care. Barbara is the author of the Law Journal article, Data Governance: A Quality Imperative in the Era of Big Data, Open Data, and Beyond (Ohio State University Moritz College of Law, Winter 2015). Barbara holds a Bachelor of Arts degree from Union College in Schenectady, New York, and a Juris Doctor degree from Benjamin N. Cardozo Law School.

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YourCause, LLC

Matt is Founder and CEO of YourCause, LLC. He has been involved in start-ups since graduating from Cornell in 1999. Either building technology based business for others, or acting upon his own ideas, he has spent more than a decade turning concept into reality. The year of 2007 spawned an idea that changed his life. A boy named Patrick, a former child soldier in the Lord’s Resistance Army (LRA), shared his story on a cable documentary that stopped Matt in his tracks. ‘What can I do?’ was one his first thoughts. With a background in internet and technology, the idea led him to launch YourCause.com. In 2009, the concept of YourCause shifted to the enterprise space and became the first technology provider to go global and consolidate core Corporate Social Responsibility programs within a white label platform to build online communities for employee engagement programs.

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Yale University

Todd Cort is a faculty member at the Yale School of Management and Yale School of Forestry and Environmental Studies.  He also serves as Faculty Co-Director for the Yale Center for Business and the Environment.  He holds a Ph.D. in Civil and Environmental Engineering, Master’s and Bachelor’s degrees in biochemistry and a Professional Engineer’s license in California. Dr. Cort works at the intersection of corporate responsibility and sustainable finance. His objective is to reduce the barriers to moving capital (either corporate or investor) to more sustainable investments.  In this space, Dr. Cort is working on:

1)    Metrics and standards for measuring the environmental impacts of fixed income investment products such as green bonds

2)    Metrics and the underlying data for environmental, social and governance (ESG) that demonstrably drive corporate growth and improvement in equity value

3)    Metrics for underwriting more sustainable insurance products – particularly around the means to measure effective climate adaptation

In addition to these specific research areas, Dr. Cort educates and collaborates with investors and fund managers to effectively integrate sustainability into investment strategies.  These integrated investment strategies range from fixed income focused funds to venture capital strategies.

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Bain Capital Double Impact

Experience

Mr. Cozzone joined Bain Capital’s Global Private Equity team in London in 2011 and transferred to the Double Impact team in 2016. Prior to joining Bain Capital, Mr. Cozzone was a Consultant in Bain & Company’s Dubai and San Francisco offices, a private equity investor with Cinven in Europe and a consultant for the Africa Transport unit at the World Bank. Mr. Cozzone is also involved in seed stage impact investing as a Mustard Seed Fellow.
Education

Mr. Cozzone holds a M.B.A. from the Graduate School of Business at Stanford, a Masters in Economics from The Sorbonne University in Paris, and a Masters in Engineering from the Mining School of Paris.

Cynthia is vice president, sustainability consulting for Jones Lang LaSalle (JLL), a Fortune 500 commercial real estate management and outsourcing provider. In this capacity she works with JLL clients to help design and implement sustainability and employee engagement strategies and initiatives that deliver measureable results. Previously, Curtis served as senor advisor for policy & engagement for Ceres, a non-profit advocating for a sustainable economy through a network of investors and businesses. In this role, she collaborated with companies to engage with policymakers on energy and climate policy, and led the development of the first financial services sector statement on climate policy. Prior to Ceres, Cynthia served as vice president and chief sustainability officer at CA Technologies, where she successfully extended the scope of the company’s sustainability initiatives, increased employee engagement and established a governance structure inclusive of oversight by the Board of Directors.

Curtis has also held executive level marketing and communications positions at Utimaco Safeware, EMC and Unisys.

Cynthia is a founding advisor of CrowdComfort, a member of New England Women In Energy & the Environment, chair of the Wellesley Village Church Energy Committee, and co-founder of the Wellesley Interfaith Environmental Group. She lives in the Boston area in one of the region’s first gold LEED-certified residences.

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In Good Co.

Bio coming soon.

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Stance Capital, LLC

Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014. Prior to co-founding Empirical, he was the founder and CEO of Ze-gen, a venture and private equity backed renewable energy company. Mr. Davis received a B.A. from Connecticut College, and his career in business has included serving as CEO or founder of numerous companies including: Database Marketing Corporation in 1986, Holland Mark in 1997, and Cambridge Brand Analytics in 2003. He is Vice Chair of Impact Infrastructure, LLC, and serves on not-for- profit boards of Seven Hills Global Outreach and Commonwealth Corporation. He is a founding member of the President’s Council of Ceres. Mr. Davis has taught at Columbia University Center for Environmental Research and Conservation, and guest lectured at Harvard College, Harvard Business School, MIT, MIT/Sloan, and Boston University. Mr. Davis holds a Series 65.

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(formerly) State Street

Bio coming soon.

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Censible

Julie Dick is Head of ESG Research at Censible. Censible is an online investment advisor challenging the way people think about their money by simplifying and personalizing responsible investing.

Julie has practiced environmental law for 9 years and spent more than 16 years working on environmental and sustainability issues.  At the firm of Nijman Franzetti, LLP Julie advised large multi-national corporations on compliance with environmental laws, regulations, and permits.  She has spent most of her career working on behalf of environmental organizations in litigation and as an advocate for sea level rise adaptation, carbon mitigation, restoration of the Everglades ecosystem and protections of the unique island and marine resources of the Florida Keys.

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Modavanti

Bio coming soon.

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Draper Kaplan Richards Foundation

Stephanie Dodson became a Managing Director at Draper Richards Kaplan Foundation in September 2014.  Draper Richards Kaplan believes that with early funding and rigorous support, exceptional social entrepreneurs, tackling some of the world’s most complex problems, can make the world a better place.

Stephanie co-founded, and remains involved with, three social ventures:  Strategic Grant Partners, Project Healthy Children, and The Maranyundo Initiative.  In her role at DRK, she currently serves on the boards for and works closely with 8 DRK portfolio organizations:  Catie’s Closet, City Health Works, Clean Energy Trust, Crisis Text Line, D-Rev, Lava Mae, Upstream, and Y2Y.   She also serves on the boards of RefugePoint, Year Up-Boston, Project Healthy Children, the Partners In Health advisory board and Share Our Strength’s leadership council.  .

She holds a BA in English and Environmental Studies from Oberlin College and an MBA from Stanford University, completed the Harvard Advanced Fellowship Initiative and lives in Boston.

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Thomson Reuters

Patsy Doerr is the Global Head of Corporate Responsibility and Inclusion for Thomson Reuters. In this role, she is responsible for overseeing the company’s corporate social responsibility, diversity & inclusion and sustainability functions. Patsy has over 20 years of experience in talent, learning, organizational development, diversity and inclusion, employee recognition and customer engagement mainly in investment banking. She has held a number of global leadership roles at JPMorgan, Deutsche Bank and Credit Suisse, in New York, London and most recently, Hong Kong.

Prior to joining Thomson Reuters, Patsy was responsible for talent and learning, employee recognition, alumni relations and the global centers of excellence development effort at Credit Suisse in Asia Pacific. She was based in Hong Kong, but her responsibilities spanned 14 countries across the region. She has extensive experience with panel moderation, facilitation, communications and presentation. She was the key interviewer for CSTV in APAC and in that role, had the opportunity to work with Roger Federer and Tony Fernandes, CEO of Air Asia. She is a frequent guest speaker at various organizations, universities and schools, and is certified in a number of personality profiling and team building tools.

She is passionate about supporting a diverse, global environment to support business goals. She was recently awarded with the Tri-State Diversity Council – Most Powerful & Influential Woman award and the Promoting Workforce Diversity & Gender Equality award for the Banking, Financial and Insurance industry sector by City State Reports.

Patsy sits on the Board of Trustees for Marymount School for Girls, where she is also the President of the Alumni Association. She is also a member of the YMCA Leadership Committee, the 30% Club Steering Committee, the Business Advisory Board for PFLAG and a member of the Steering Committee for All in Together. Patsy has a BS in Biology (pre-medicine) from Washington and Lee University in Lexington, VA and a Master of Science (summa cum laude) in Adult Learning and Organizational Development from Fordham University in New York, NY.

Patsy is an avid runner, focusing on half marathons and marathons all over the world, including Cambodia, Australia, Hong Kong, Macau, New York City, and most recently, London. She has two children, her son Nicholas and her daughter, Ella, and lives on the Upper East Side of Manhattan.

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Dorr Asset Management

Bio coming soon.

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AcoVie Consulting

Amy du Pon is an innovative marketing strategist, formerly head of Havas’s Meaningful Brands™ global practice, currently founder of AcoVie consulting focusing on helping organizations grow with experiences that matter. As a curious problem solver, she is passionate about co-creating growth for business success and positive social impact.

Jeanne has over 25 years of community development, fundraising and lending experience, internationally and here at home. Her experience includes community organizing and developing affordable housing in Chicago, Illinois, raising operating and loan capital at Neighborhood Housing Services of Chicago, and underwriting and managing loan compliance issues for Forward Community Investments, a CDFI in Madison, WI. Internationally, she spent two years organizing and securing funding for schools on the Caribbean coast of Guatemala in the early 1990s. She is eternally grateful for the staff at the 8th Day Center for Justice who demonstrated the many methods one can work to overcome systemic poverty. Jeanne joined WCCN in December 2009. She has three children and enjoys family activities, attending her children’s events, running and horseback riding.

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Terra Alpha Investments

Timothy P. Dunn, CFA  – Founder, Managing Member, and Chief Investment Officer – Terra Alpha Investments LLC

Terra Alpha Investments LLC is an Advocacy Investment firm established in 2014, which manages a multi-sector, global equities LP fund that invests on the premise that superior Environmental Productivity practices enhance business and investor risk-adjusted returns.

Tim has over 25 years of experience as an investment professional. The bulk of his career was spent at Capital Research, which manages $1.3 Trillion in investment funds. At Capital, Tim was a Senior Vice President and one of the lead managers of Capital largest and most successful funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund. Prior to being a fund manager, Tim was an equity analyst covering a diverse range of global sectors from consumer products to electrical equipment.

He also worked as an advisor to CDP, formerly the Carbon Disclosure Project, on strategic planning and organizational effectiveness.  He served as a Trustee of the Virginia Chapter of The Nature Conservancy, which overall is the leading investor in natural capital. Additionally Tim has served on many non-profit boards including the Board of Visitors of The College of William & Mary.

He holds a BA ‘83 in International Relations from The College of William & Mary and a MBA in Finance from Northeastern University.

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Intentional Endowment Networks

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.

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Morgan Stanley

Eve Ellis is senior partner in The Matterhorn Group at Morgan Stanley, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses and nonprofit institutions.  She is also portfolio manager of 2 actively managed investment portfolios for investors seeking financial and social returns: The Parity Portfolio Strategy, a gender lens portfolio, and The Diversity & Inclusion Strategy, a portfolio that analyzes 22 metrics related to diversity issues.

A Yale graduate, Eve, is a CFP™, CIMA®, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. She was certified by the Institute for Preparing Heirs, and is a member of the Association of Professional Investment Consultants (APIC) and Forum for Sustainable and Responsible Investment (US SIF).

Eve is active in numerous organizations including the Ms. Foundation for Women, 100 Women in Hedge Funds Philanthropy Committee, 2020 Women on Boards, the Thirty Percent Coalition and The 30% Club. Eve is frequently quoted in news media including The Wall Street Journal, New York Times, Financial Times, Globe & Mail, Huffington Post. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.

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GlobalGiving

Ingrid Embree works with GlobalGiving’s prospective corporate and institutional partners to help them meet their global citizenship goals. GlobalGiving’s Corporate Partnerships Team assists with cross-border grantmaking, disaster relief, employee engagement, and cause-related campaigns. Ingrid loves the fact that there’s a job that so perfectly melds global corporate strategy, social impact, and technology. Before joining us, she was chief development officer at Hispanic College Fund and worked in software and public affairs. She has a BS in Marketing and International Management from Georgetown University’s McDonough School of Business.

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Reynders McVeigh Capital Mgmt.

Carrie manages directly more than $250 million in assets for individuals, families and foundations at Reynders McVeigh. She is an Investment Committee Member, and also directs the Firm’s social impact investment work, researching and recommending private placement impact investments to all interested clients at RMCM. Carrie brings over 15 years of experience as a researcher, teacher, and investment professional to our socially progressive investment work. Prior to joining RMCM, Carrie was a Principal and Executive Committee Member at Lowell, Blake & Associates where she conducted global stock and bond research and advised directly on client assets. Carrie has been a lecturer at Harvard University and was a teaching consultant at the Bok Center for Teaching and Learning at Harvard University. She started her career as a technology researcher at Forrester Research in Cambridge. Carrie graduated magna cum laude from Bowdoin College and earned a Ph.D. in Modern Latin American History from Harvard University.

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Alta Energy

Bio coming soon.

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Accenture

Bio coming soon.

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Barefoot College International

Responsible for Barefoot College International, Meagan Fallone is currently steering the
establishment of a further 6 Barefoot College Women’s Vocational Training Centers throughout Sub
Saharan Africa, Latin America and SE Asia/Pacific; to triple the size of the Barefoot College by 2018.
In addition she is leading a significant move by the organisation towards digital integration both
within the organisation and, in the hands of the thousands of rural poor illiterate and semi literate
women the college trains throughout the developing world. Her team of young ‘Barefoot Innovators’
have developed and deployed a digital M&E platform to track QoL, empowerment, financial and
sustainability impact within their programming. By leveraging a design centric strategy, grounded in
the inclusion of grass roots women throughout its design and implementation, The Barefoot M&E
process is fully integrated through a bottom up approach. She is working to further disseminate and
reach more women in the developing world by leveraging 40 years of grass roots innovation with
the support of technology.
The “Barefoot Approach” focuses on Water management, Renewable Solar Energy, Livelihood &
Enterprise creation and a unique solution to Rural Education for rural children that has today
educated more than 75,000 young people. This dedication to creating information sharing across
literacy, language, cultural barriers in true South/South cooperation, is at the heart of the Barefoot
College strategic vision.
Ms Fallone has achieved significant recognition for the Barefoot Approach through creation of
Governmental and Multilateral partnerships since joining Bunker Roy in 2011 to scale the Women’s
Barefoot Solar Initiative of community based, self reliant and sustainable Solar Electrification. She
has been a field presence in more than 52 countries since joining Barefoot College and currently
guides field operations and partnerships in 72 Countries. Meagan is responsible for Development,
Strategic Planning, Budget Management, Policy & Advocacy, Measurement & Evaluation and
Communications initiatives of the Barefoot College Internationally. Since her joining the leadership
team at Barefoot College she has sensitively been able to manage a challenging and deep
organisational shift form a grass roots, India centred entity to a vibrant global organisation, working
towards its own sustainability.

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Triple Bottom Why Consulting

Bio coming soon.

Bio coming soon.

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Sustainserv

Dr. Matthew Gardner is a Founder and Managing Partner of Sustainserv (www.sustainserv.com), a Boston Massachusetts and Zurich Switzerland based firm that works with public and private sector organizations to design and implement sustainability strategies, programs and communications. His work includes a wide variety of sustainability strategy, data and communications focused projects across many sectors in many countries, including manufacturing, banking and financial services, logistics, chemicals, electronics, pharmaceutical, biotechnology and consumer products.

Matt received his doctorate in Chemistry from Michigan State University, was a postdoctoral researcher in Chemistry at MIT, where he spent five years as the Executive Director of the Earth System Initiative. He currently teaches sustainability strategy and entrepreneurship in the Sustainability and Environmental Management Program at the Harvard University Extension School and is one of the faculty of the Youth Encounter on Sustainability, a Swiss-based training program for young professionals and graduate students, where he lectures and leads interactive workshops on climate change, climate policy and sustainable entrepreneurship.

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Hudson Valley Market

Bio coming soon.

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Ecotech Vision

Dr. Pandwe Gibson is making going green cool, practical and profitable. After founding and scaling a network of highly successful schools, she dove into the business world where she started, led and scaled three successful companies. Currently, she is the CEO/Executive Director and Founder of EcoTech Visions, Miami’s first green maker space, co-working space and green business incubator. Through EcoTech Visions, she and her team are guiding entrepreneurs to grow green manufacturing in Miami.

Dr. Gibson has a Bachelor of Arts from Scripps College, a Master of Arts in Teaching and Learning from Claremont Graduate University, a Master in Leadership from Harvard Graduate School, and a PhD from Claremont Graduate University. She has lived, studied, taught and worked internationally at notable universities such as the University of Logon in Accra Ghana, and Oxford University in Oxford England. Originally from Earth, Pandwe enjoys water sports, extreme sports, and art. She lives in Miami and believes that she will witness an oxygen-surplus planet.

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CSRHub

Bahar Gidwani has built and run large technology-based businesses for many years. Bahar holds a CFA, worked on Wall Street with Kidder, Peabody, and with McKinsey & Co. Bahar has consulted to a number of major companies and currently serves on the board of several software and Web companies. He has an MBA from Harvard Business School and an undergraduate degree in physics and astronomy. Bahar was recently interviewed on Brian Lehrer TV. He plays bridge, races sailboats, and is based in New York City.

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Tau Invesment/Harvard University

Dr. James Gifford leads TAU’s impact strategy, working with the investment team to deliver social and environmental improvements within TAU’s portfolio companies. He is also a Senior Fellow at the Initiative for Responsible Investment at the Harvard Kennedy School, where he teaches and researches impact investing within family offices, with a focus on the next generation of family members.

Previously, Dr. Gifford was the founding Executive Director of the UN-supported Principles for Responsible Investment, taking the initiative from inception in 2003 and building it, over 10 years, into the preeminent global initiative on responsible investment with 1200 signatories representing $30 trillion in assets. He has published numerous articles and book chapters on responsible investment.

Dr. Gifford holds a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate environmental, social and governance performance, as well as degrees in Commerce and Law, and a Masters in Environment Management. He speaks Indonesian, and was recognized in 2010 by the World Economic Forum as one of 200 Young Global Leaders.

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Root Capital

Bio coming soon.

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Gitterman Wealth Management

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social and Governance) Investing.  He is the creator of SMART Investment Portfolios (Sustainable Metrics Applied to Risk Tolerance), which offer investors an opportunity to invest in ways that have can have a positive impact on the world.   Jeff is also the co-founder of Beyond Success, a coaching and consulting firm which brings holistic values to the world of business and finance.  He is the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film “Planetary.”

Over the past several years, he has been featured in Money Magazine, CNN, The Wall Street Journal, Financial Advisor Magazine, London Glossy, New Jersey Business Journal, and Affluent Magazine, among others. In 2004, he was honored by Fortune Small Business Magazine as “One of Our Nation’s Best Bosses.”  He also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical School and the Advisory Board to the Master of Science in Human Resources at Columbia University.

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Authentic Sustainability

Bio coming soon.

Invested Development

Bio coming soon.

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Morningstar (Invited)

Bio coming soon.

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WS Badger

Bio coming soon.

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Global Roundtable Leadership

Lori Hanau is the founder of Global Round Table Leadership (GRTL), whose mission is to engage people across all sectors in leadership and cultural development to build high functioning relationships with one’s self, one another and the systems of which we are a part. Lori fosters group vitality through her advising, facilitation and co-creative practices, including GRTL’s Shared Leadership Framework. She also works as an advisor and coach for other founders, CEO’s, ED’s and leadership teams whose organizations focus on systemic change with an emphasis on social, economic and environmental justice.

Lori launched GRTL in 2002 after leaving her role as President and COO in the manufacturing sector to pursue her commitment to support the flourishing of people and organizations. She has training and expertise in the areas of mindfulness, martial arts, healing arts, spirituality, entrepreneurialism, social impact and mission-driven business.

Lori is a co-chair, faculty partner, leadership mentor and community builder within Marlboro College’s Graduate and Professional Studies management programs. She is proud to serve on the Board of Directors for the Social Venture Network, and on the Board of Advisors for The Of Many Institute for Multifaith Leadership at New York University. Lori is a founding member of the Nature Based Leadership Institute (NBLI), at Antioch University New England, and also a founding consultant of the Center for New Leadership at Marlboro College. She writes a regular column on Shared Leadership for Conscious Company Magazine. In 2002 Lori co-founded the Monadnock Mindfulness Practice Center in Keene, NH.

Katie is co-founder of motive – a social impact consultancy that believes social and economic progress should not be mutually exclusive. motive works with organizations to help to prove, position and scale their social investment to deliver sustainable value. This takes many forms from strategic development and positioning to marketing and communication to revenue modeling, program development, partnership vetting and impact measurement. motive’s clients include Getty Images & iStock, Gap Inc, Old Navy, NYSE and Morgan Stanley’s Institute for Sustainable Investing.

Prior to founding motive, Katie was Head of Strategy at creative agency Bartle Bogle Hegarty (BBH) in New York. Over the years she has led strategy for brands such as BBC Worldwide, Levi’s,  Sony, Sony Ericsson UNICEF & Unilever around the world, having lived in London, Singapore and New York. Katie’s passion for using creativity to solve business challenges helps her create simple innovative ideas with a clear sense of purpose.

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Int'l Society of Sustainability Professionals

Maureen Hart is the Executive Director of the International Society of Sustainability Professionals (ISSP), the world’s leading professional association of sustainability professionals. ISSP works to make sustainability standard practice through empowering professionals to advance sustainability in organizations and communities around the globe. ISSP improves the skills of sustainability practitioners through education, knowledge sharing and research and professional credentials for certified sustainability practitioners. With more than 20 years in the field of sustainability, Hart brings a wealth of experience to her position as ISSP’s Executive Director. She is an expert in sustainability indicators and author of the Guide to Sustainable Community Indicators. Prior to taking on the leadership of ISSP, she was founder and owner of Sustainable Measures where she assisted a wide variety of large and small for profit and not-for-profit organizations understand and develop more sustainable practices.

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Nasdaq

EVAN HARVEY is the Director of Corporate Responsibility for Nasdaq. He manages all corporate sustainability (environmental, social, and governance strategy), philanthropic, and volunteering efforts.

This includes internal management of systems and disclosures as well as external engagement with issuers, investors, advocacy groups, and other stock exchanges. He chairs the World Federation of Exchanges (WFE) Sustainability Working Group, sits on the U.S. Network Board of the United Nations Global Compact, and is an Advisory Board Member for the Sustainability Accounting Standards Board (SASB). Evan has worked at Nasdaq since 2004, holds a B.A. and an M.A. from the University of Texas, and lives outside Washington DC.

In her role of Energy & Sustainability Innovations Director, Jackie oversees the environmental strategy of the Bank from Maine to Florida and across Canada by providing thought leadership to drive TD’s green building strategy higher and institutionalize the Bank’s green building practices to bring meaningful impact to the organization. This includes contributing her expertise in the design, construction and operation of branches and corporate spaces, implementing practices that reduce the organization’s environmental impact focusing on energy, water and waste, and overseeing the LEED certification process.

Jackie also led the team that established the Bank’s IDEAS Program which is responsible for delivering continuous improvement and innovation for design, construction, and operations of retail and corporate facilities. Initiatives cover scope areas including: project management, energy and sustainability, and day to day facilities management. A comprehensive pilot program allows for new ideas to be tested and refined and then rolled out once optimized solutions have been found.

Jackie has extensive experience in sustainability, innovation, real estate and business. Prior to joining TD Bank, she was the sustainability manager and senior project manager for Harvard University’s Allston Development Group, where she guided the sustainability aspects of the school’s Allston campus expansion. She was also previously a vice president at Colliers Meredith & Grew and a project manager at Turner Construction.

Jackie earned a Bachelor of Science in architectural design, a Master of Architecture and a Master of Science in civil and environmental engineering from the Massachusetts Institute of Technology. She is a LEED Fellow and LEED AP BD+C, a founding board member of the USGBC Massachusetts Chapter, serves on the USGBC Programs Working Group and is on the Advisory Council for Zoo New England.

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CEI- Maine

Mr. Henshaw founded CEI Ventures (CVI) in 1994, capitalized its first community development venture fund at $5.5 million in 1996, formed its second fund in 2001 ($20 million) and third fund in 2011 ($10.135 million). In 1993, he co-founded the Community Development Venture Capital Alliance (CDVCA) and serves as its corporate Secretary. CVI has invested over $24 million in 48 companies employing over 2,900 people.

Prior to forming Coastal Ventures, Mr. Henshaw was a Loan and Investment Officer at Coastal Enterprises, Inc. (CEI), now a $100 million community development corporation headquartered in Wiscasset, Maine. During eight and a half years at CEI, Mr. Henshaw loaned and invested social investment capital in over 125 projects totaling over $6.0 million, including environmental clean-up, child care, electronic instrument, publishing, marine products, medical equipment and computer service industries. From May 1984 to June 1986, Mr. Henshaw was an Analyst and Assistant to the President of Chemical Venture Capital Corporation (now J.P. Morgan Partners). He also served as an Associate at Intersouth Partners, L.P. (Research Triangle Park, NC) and Kitty Hawk Capital, Ltd. (Charlotte, NC).

Mr. Henshaw holds MBA (1988) and BA (1984) degrees from Duke University and a Certificate from the NASBIC Venture Capital Institute. Mr. Henshaw serves on the Boards of: Ektron, Inc. (managed web services); Pen Bay Solutions, LLC. (GIS software); Coast of Maine Organic Products, Inc. (compost); Gelato Fiasco (local food) Navigator Publishing (magazines); Taction (call center); Red Zone Wireless (Internet Services); and Smart Pak, LLC (equine pharmacy). He is also Past Commodore of the Harraseeket Yacht Club (where he represented the club in the Marion-Bermuda, Marblehead-Halifax, Yarmouth Cup and Monhegan ocean races) and a Trustee of Maine’s Episcopal Diocesan Funds. He is married to Michelle R. Henshaw and has two children Lyse (18) and Nicholas (22).

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Teak Media & Communications

Bio coming soon.

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Market LOHAS

Don’t blink or you will miss them. Karen Herther and Bethany Stanley of Market Dynamics – Market LOHAS Consulting enjoy raising our partner visibility through creative brand and market visibility solutions and non-profit & community partnerships. Through Market LOHAS (Lifestyle of Health And Sustainability), they love to partner with conscious companies and health & eco brand partners to help them learn about and engage with their customers to grow their business. They work with clients to raise their brand visibility through content marketing, online market research surveys, number crunching data & natural foodie focus groups.  Karen and Bethany offer sustainable brand marketing solutions and LOHAS industry thought leadership trends including their panel of Market LOHAS MamboTrack Annual Survey of Health & Natural Consumers.

Karen and Bethany are co-creators and principals of Market LOHAS and lead the Mambo Sprouts Marketing Research & Insight group managing custom brand marketing and online market research services. Karen holds a BS in Business and an MS in Applied Research and Economics from the Pennsylvania State University. She earned a Graduate Certificate in Sustainability (GCS) from the University of Massachusetts. Karen has received multiple leadership and service Awards for her founding roles supporting eco & STEM education.  Bethany has spent her career working with consumer packaged goods, both mainstream and natural/organic, and non-profits. Bethany is a professor at Baker University and Avila University teaching advanced college level courses in Brand Marketing, Integrated Marketing, Marketing Communications and Economics. Bethany holds a BA in Economics and Mathematics and an MA in Econometrics from Northwestern University. She has received Awards for her leadership roles in community health, literacy education and green initiatives.

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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.

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Trillium Asset Management

Paul Hilton is a Partner and Portfolio Manager at Trillium. Prior to joining the firm, he was Vice President, Sustainable Investment Business Strategy at Calvert Investments. Paul also previously held senior positions within Calvert’s Equities and Marketing Departments.

He has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, then a division of Mellon Bank, and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. Paul started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called “Shopping for a Better World.”

Paul serves as Chair of the Board of US SIF, the U.S. membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. A Chartered Financial Analyst, he holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan.

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Sustainability Initiative @ MIT

Jason Jay is a Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan.

He teaches courses on leadership, strategy, and innovation for sustainable business.  Jason engages students and alumni in hands-on projects with leading companies and organizations.  These efforts help build a community of innovators for sustainability that includes MIT students and alumni, faculty and researchers, with partners in business, government, NGOs, and hybrid organizations.

Jason’s own research focuses on how people navigate the tensions inherent in the quest for sustainability, as they simultaneously pursue their own self-interest and the flourishing of human and other life.  This investigation includes deep case studies of cross-sectoral collaboration and hybrid organizations that combine social and business goals.  It also includes action research efforts that help people cultivate authentic, effective conversations about sustainability and escape common pitfalls of excessive moral and intellectual certainty.  Energy efficiency has proven a useful context to explore these questions;  Jay has conducted an ethnographic study of the Cambridge Energy Alliance, and serves as a research partner and facilitator for the EDF Climate Corps program and its network of companies.

Alongside these efforts, Jason is an active leader of sustainability efforts across MIT.  Through the MIT Sustainable Societies Research Group, he brings together scholars from across the Institute to examine the invention, implementation, and transformation required for a sustainable society.  He has helped improve the energy and environmental footprint of the MIT campus by founding the MIT Generator and the ‘Greening MIT’ community engagement campaign, and serves as founding member of the Campus Energy “Walk the Talk” Task Force.

Prior to MIT,  Jay ran an Internet startup, traveled around the world, taught kindergarten in a progressive preschool, and worked as a consultant with Dialogos International, where he consulted on leadership development and organizational change for major international corporations and NGO’s including BP, the World Bank, and the Instituto Libertad y Democracia.

Jay holds an AB in psychology and a Master’s in education from Harvard University, and a PhD in Organization Studies from the MIT Sloan School of Management.

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Miller/Howard Investments, Inc.

Luan Jenifer, is the Executive Vice President of Miller/Howard Investments, Inc., where she oversees a number of departments, including performance analytics, operations, trading and technology.  She also oversees the Environmental, Social, and Governance (ESG) program, which has been part of Miller/Howard since it launched its first ESG strategy in 1991.   With her involvement, the ESG program has grown from a base exclusionary screen approach to an enhanced Shareholder Advocacy and multi-faceted engagement program.

She continues to work closely and directly with investors, companies, and colleagues through Miller/Howard’s shareholder advocacy program.  Under Ms. Jenifer’s leadership, Miller/Howard is a signatory to the UNPRI, the Women’s Empowerment Principles, the Thirty Percent Coalition, the Interfaith Center on Corporate Responsibility, Ceres, and various other organizations.  She is frequently invited to speak at various conferences and events on such topics as diversity, performance, and shareholder engagement.

Ms. Jenifer is involved in volunteer work for several grassroots organizations in her community. She holds a BS in Organizational Leadership from Marist College and lives with her family in Woodstock, New York.

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OgilvyEarth

Bio coming soon.

As Biogen’s new Director of Global EHS & Sustainability, Johanna will work to promote the company’s culture and vision on corporate citizenship by helping to implement global sustainability programs and initiatives, such as energy improvements to waste reductions, as well as driving employee and stakeholder engagement. She is also responsible for the corporate citizenship reporting and carbon neutrality strategy.

As the former Head of Corporate Responsibility & Community Affairs of EMD Millipore, the life science business of Merck KGaA, Darmstadt, Germany, Ms. Jobin led their corporate responsibility efforts, including the vision and strategic direction for environmental and social responsibility. Her responsibilities centered around strengthening the organization’s business performance by embedding sustainability into key business practices and overall culture. Key programs she managed and supported included greenhouse gas management and energy, Design for Sustainability, community engagement, and access to health and shared value initiatives.

Prior to joining the former Millipore Corporation in 2008, she served as a Management Consultant, working with public and private sector clients in developing and implementing EHS and sustainability management systems. She received her Master of Environmental Management degree, with a certificate in Energy and Environment, from Duke University and is also an ISO 14001 trained auditor.

She is involved in a number of sustainability related organizations, and is currently a Board member of the National Association for EHS & Sustainability Management (NAEM), Board member of the USGBC Massachusetts Chapter, Co-Chair of the Association Industries of Massachusetts (AIM) Sustainability Roundtable, and on the Advisory Board for the Center for Sustainability in Business at WPI and Advisory Committee Member for the Massachusetts Maritime Academy, Marine Safety and Environmental Protection. She also serves on the City of Cambridge Climate Protection Action Committee and is a Board member of “e” inc., an organization focused on environmental and STEM education for children.

Crystal Adeline Johnson is an astute and accomplished sustainability and resiliency professional with twenty years experience in policy, management, planning and assessment of environmental resources, sustainability and energy. As a Senior Environmental Planner and Sustainability and Energy Strategist, Crystal specializes in strategic planning of high-profile, impact programs. Her creative and critical thinking skills, coupled with her excellent communication skills, assist her in investigating relevant opportunities for partnerships. She is an expert in engaging and convening diverse stakeholders. Outstanding skills and a solid record of innovative thinking and achievements. Her expertise is in sustainable economy dynamics, youth and workforce development for climate adaptation planning.

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Carbon A List

Christophe Jospe is a policy wonk who likes to connect the dots and throughout his career has restlessly tackled some of the most challenging social and environmental issues. After graduating from Colgate University in 2008 with a degree in Political Science and Middle Eastern Studies, he moved to Cairo, Egypt, where for two years he was an English teacher, an Arabic student, and working at a human rights organization. Christophe left Egypt in 2010 for New York City where he took a role as a community organizer at the Arab American Association of New York. There, he built up a youth leadership program and then transitioned into the role of Associate Director where he more than doubled the organizational budget. During that time, he was taking night classes at New York University, one of which was entitled “Global Climate Change.” The class left him horribly depressed, and compelled him to go back to school to bridge the finance, science, policy, and engineering needed to solve climate change. He enrolled in the Environmental Science and Policy Masters of Public Administration program at Columbia University.

While at Columbia, he was working at the Lenfest Center for Sustainable Energy (LCSE) and found himself on a ridiculously fast learning curve related to technologies that can capture, use and sequester carbon dioxide. In August 2014, he moved with LCSE director Klaus Lackner as Chief Strategist to found the Center for Negative Carbon Emissions at Arizona State University. While there, he established the air capture technology consortium, and played a key role in securing funding and raising awareness around technologies that can extract carbon dioxide from ambient air. In June 2016, he left the Center for Negative Carbon Emissions to throw his entrepreneurial hat into the ring to incubate a company through the Founder Institute, the Carbon A List. His aim is to build a technology agnostic company that amplifies attention and unleashes capital for the most promising approaches available to manage carbon dioxide.

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PwC (invited)

Bio coming soon.

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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).

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Cornerstone Capital Management

Erika Karp is Founder, CEO and Chair of the Board at Cornerstone Capital Inc. The mission of the firm is to apply the principles of sustainable finance across the capital markets enhancing investment processes through transparency and collaboration. In seeking positive societal impact at scale, Cornerstone offers wealth and investment advising, research and strategic consulting, and investment banking services. Working with investors, corporations and financial institutions, the firm drives the systematic analysis of Environmental, Social and Governance (ESG) factors throughout the global capital markets.

Prior to launching Cornerstone, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank where she Chaired the UBS Global Investment Review Committee and managed a global team of analysts and strategists.  Erika served on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board. While at UBS, Erika created and drove key branded global investment research products including the UBS Q-Series®, the Global I/O®,  Global Signals™ and the weekly “UBS Global Portfolio Manager’s Spotlight.”

Erika is a founding Board member of the Sustainability Accounting Standards Board (SASB), a member of the World Economic Forum (WEF) Global Agenda Council on Financing and Capital, and serves as an Advisor to the Clinton Global Initiative (CGI) Market-Based Approaches Track initiative.  She sits on the Program Design Advisory Council for Harvard Business School’s Executive Education Program on Innovating for Sustainability, and serves as an Ambassador for the International Integrated Reporting Council (IIRC).  Erika speaks at events including those of the OECD, the UN Global Compact and PRI, Oxford University, The Forum for Sustainable and Responsible Investing, Ceres, The Aspen Institute, and the White House. She holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.

Erika presents and writes extensively on topics including: sustainable investing and finance, corporate strategy and business models, transparency and excellence in the areas of Environmental, Social and Governance performance, and employee engagement/diversity in the workplace. Her work has been featured by Bloomberg Businessweek, Euromoney, the Financial Times, Investor Relations Magazine, The Guardian, and Forbes. For driving collaboration across the capital markets, she has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne and one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.”

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NorthBridge Energy Partners

Mr. Kelly-Detwiler is an independent consultant with 27 years of experience in electricity markets.

As a Principal at NorthBridge Energy partners, Mr. Kelly-Detwiler currently provides strategic consulting to a variety of companies, with a focus on integrating new technologies into the evolving electric power grid. Recent clients have ranged from start-ups to established multinational energy holding companies.

Mr. Kelly-Detwiler is a frequent keynote speaker, workshop presenter and panel moderator at various energy conferences.

He is also a frequent contributor to Forbes.com and other publications, having written over 200 energy-related pieces in the past three years.

Over the length of his career, Mr. Kelly-Detwiler has held a series of executive positions, including SVP of Constellation Energy’s Demand Response unit, overseeing a business that ultimately grew to 1,700 MW of dispatchable load, with annual revenues exceeding $80 million. He also ran Constellation Energy’s New England Operations unit, taking that retail energy business unit from zero to over one billion dollars in annual revenues. He holds granted or pending patents related to Smart Grid demand response applications.

He is also currently working on a book addressing the topic of innovation and disruption in the electric power industry.

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Richmond Global/Endeavor

Peter Kellner, who co-founded Endeavor in 1997, is Founder and Managing Partner of Richmond Global, a venture capital firm targeting early stage investments in the U.S. and Europe, and growth stage investments in emerging markets. Richmond works with Endeavor’s network of companies globally to source and scale leading edge businesses transforming their markets and regions. Mr. Kellner is also Founder and Managing Partner of Richmond Global Values Fund, a multi-strategy fund that integrates sustainability across assets classes and the world.

Mr. Kellner is a board member of Rubicon Global, Inc. and on the non-profit boards of Endeavor Global, Endeavor Miami, and Endeavor Louisville; BizCorps (an emerging markets business developer founded by former OPIC President, Rob Mosbacher), and Ashoka Youth Venture. He is a Trustee of the Allen-Stevenson School in New York. He is a Member of the Council on Foreign Relations; Crown Fellow, The Aspen Institute; and Member, Pacific Council on International Policy (PCIP). In 2009, he was selected as a Young Global Leader of the World Economic Forum.

He received his undergraduate degree from Princeton University and was a Fulbright Scholar to Hungary after college. There, he co-founded Hungary’s Environmental Management & Law Association (EMLA), a leading organization today in Central Europe shaping environmental law & policy. Subsequently, he received a J.D. from Yale Law School and an MBA from Harvard Business School. He lectured in Princeton’s Engineering Department for 13 years and provided the funding to establish Princeton University’s E-Lab for student startups

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Choice Humanitarian

Originally from Mexico, Irene moved to the United States to pursue a degree in Finance and Entrepreneurship at the University of Utah.  As a student, she worked for a microfinance organization in Kathmandu Nepal and decided to start her own social business “Spread the love Inc.”, to provide market means for artisans living in poverty to sell their products. Upon graduation, she joined the policy arm of the Utah-based “Sorenson Global Impact Investing Center” focusing on international outreach and development. This position enabled her to understand the challenges of international development and the need for sustainability and accountability to truly help the poor.

Driven by the desire to work with and learn from the extreme poor, she joined the economic development arm of “CHOICE Humanitarian”, an NGO operating in seven countries whose mission is to eliminate extreme poverty. As CHOICE’s Impact Fund Manager she develops and oversees impact investment projects designed to connect entrepreneurs in impoverished villages with financial resources and mentorship to bring them out of poverty.  She promotes data driven decisions to provide structure and discipline to the process. Apart from CHOICE, she works as an advisor for small businesses in sectors like agriculture, production and impact measurement.

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Palmetto

Mr. Kemper founded Palmetto in 2009. Mr. Kemper is responsible for the company’s day-to-day operations. His activities are focused on large customer accounts and expansion strategy.

Mr. Kemper built the North American and European operations with an emphasis on structure finance in the real estate and clean energy industries. The company has expanded from a finance company into a vertically integrated operator under the guidance and management of Mr. Kemper. Mr. Kemper has structured and launched five clean energy and property funds to grow Palmetto’s assets under management above a $50mm threshold. Mr. Kemper has also secured private investment to execute acquisition strategies, which have rapidly expanded Palmetto’s market share since 2009.

After founding Palmetto, Mr. Kemper pioneered the United States expansion plan in 2012; upon relocation, he grew the team to forty-plus team members including a wide range of skill sets to support the Company’s mission — lead the world towards a clean energy future. Palmetto has become a pioneering finance company with on-the-ground operations at the fulcrum of the clean energy and real estate industries, which puts Palmetto in a class of its own. Today, Palmetto is scaling as a technology company with substantial in-house fulfillment capability within the clean energy arena.

Mr. Kemper also secured the merger and acquisition of regulated financial service firms in both Europe and the United States to drive a programmatic clean energy finance agenda. Years later, the respective investment companies were divested upon a strategic decision to eliminate regulatory activity and vertically grow the Company — thus, providing Palmetto more control over its assets and building value in its management companies. Mr. Kemper also led a wide range of larger structured finance transactions including a large 210MW wind farm in western India, 90MW wind farm in southern India, a 30MW series of run-of-river hydro- electrical projects in Brazil and Chile – all generating annuity income streams for the company.

In total, Mr. Kemper has completed more than five hundred clean energy financial related transactions with a majority associated with solar power.

Mr. Kemper built the real estate business, which is focused on clean energy application to company- owned properties; he created the first energy efficient, smart home real estate investment fund for single family residential in the United States.

Mr. Kemper manages a series of funds whereby the Company optimizes its assets through energy improvements and, thus, lowering the cost of energy to its tenants.

Prior to Palmetto, Mr. Kemper worked at Tradition Financial Service, a leading international institutional inter-dealer broker where he was based in London, England. He was a senior capital broker and focused on clean energy markets in Asia and Latin America where he was responsible for origination, transaction structuring and investment strategy. Prior to Tradition, Mr. Kemper worked in Thailand with United Nations Environmental Sustainability Division and focused on environmental policy to drive energy parity for clean energy in Southeast Asia.

He also worked with the United Nations/World Bank to originate and structure financial models for clean energy projects, putting policy strategies into practice. Prior to that, Mr. Kemper was a consultant for a large consultancy firm whereby he constructed sustainable development policies for governments and large developer

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Arborview Capital

Karl is a founder of Arborview Capital, co-heads the investment team and co-manages the operations of the firm.  He serves on the boards of directors of Rachio, Vital Farms, LRI Energy Solutions, and Drexel Metals on behalf of Arborview.   Prior to co-founding Arborview Capital, Karl was a partner at Columbia Capital, a sector-focused venture capital firm with over $2 billion under management. Prior to Columbia Capital, Karl worked at J.P. Morgan & Co. in New York and San Francisco where he specialized in corporate finance and capital markets for technology and communications clients.

He also currently serves on the Board of Trustees of Levine Music, a leading independent music school based in Washington, DC. Karl received a BS in Finance from Lehigh University.

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Pirelli Tire

Maureen Kline is Director of Public Affairs and Sustainability for Pirelli Tire North America, responsible for the US, Canada and Mexico. She writes a weekly column on sustainability for www.Inc.com. She is based in New York.

Maureen sits on the board of the Tire and Rubber Association of Canada, and the advisory board of the Corporate Responsibility Association, where she co-chairs a Thought Leadership Council on Brand and Reputation Management. Maureen lived in Italy for 23 years, and was a foreign correspondent for the Wall Street Journal Europe and Business Week, among others. She holds a Bachelor’s degree from Yale University and a Master’s degree from the London School of Economics.

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Edelman

Bio coming soon.

Bio coming soon.

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Praxair

Krut was named Praxair’s Vice President and Chief Sustainability Officer in December 2012. She leads the Company’s integration of sustainable development into the overall corporate strategy and leads the development of corporate-wide metrics as well as targets and performance management. Krut is responsible for maintaining Praxair’s external reputation for sustainability excellence in addition to identifying and engaging with relevant stakeholder groups. She also leads Praxair’s community engagement program.

Krut has 25 years of experience as a sustainability and environmental management consultant to several leading multi-national companies. She joined Praxair in February 2008 as executive director, sustainable development. Before joining Praxair, she was a consultant on environment and sustainable development, delivering projects for Toyota North America, Avon Products, the New York City Metropolitan Transportation Authority Department of Capital Projects, and the American Chemistry Council; and research for UNCTAD, UNRISD, US EPA and US AID. Krut holds a Ph.D. in history from the University of London, U.K., and a bachelor’s degree from the University of the Witwatersrand, South Africa.She serves on the Board of Green Seal, Inc., a Washington D.C.-based product environmental standard-setting organization, and as Chair of the Amsterdam-based Global Reporting Initiative (GRI) Global Sustainability Standards Board (GSSB) Due Process Oversight Committee (DPOC), that has responsibility to ensure that the standard-setting activities of the GSSB are conducted in accordance with its due process.

Praxair, Inc., a Fortune 300 company with 2015 sales of $11 billion, is a leading industrial gas company in North and South America and one of the largest worldwide. The company produces, sells and distributes atmospheric, process and specialty gases, and high-performance surface coatings. Praxair products, services and technologies are making our planet more productive by bringing efficiency and environmental benefits to a wide variety of industries, including aerospace, chemicals, food and beverage, electronics, energy, healthcare, manufacturing, primary metals and many others.

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Totem Power

Bio coming soon.

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SustainVC

Sky is Founder and Managing Principal of SustainVC, LLC, the General Partner of the Patient Capital Collaborative Series of funds that invest in for-profit early-stage companies that are looking to provide meaningful social and/or environmental benefit to the world.  Deal flow for the PCC funds come primarily through Investors’ Circle, the oldest national impact investment angel network in the U.S.  Five Patient Capital Collaborative have been raised since 2007, through which investments in over 25 impact companies have been made.

Sky began his career in 1983 with the Bank of Boston in its High Technology Division, making equity-oriented loans and direct equity investments in early-stage high tech companies.  In 1989, he joined the investment staff of Pacific Life Insurance Company and made direct investments in private debt and equity, as well as in investment limited partnerships (LBO, Mezzanine and Venture funds), both on a primary and secondary basis.  In 1990, Sky co-founded the private equity firm today known as Windjammer Capital Investors with over $2 billion under management. Sky founded SustainVC in 2007, and since then has devoted his time entirely to investing for-profit dollars into companies that are making a positive difference.  Sky has served on over a dozen company boards, is a regular speaker on the topic of Impact Investing, and is a consultant to other social investment venture funds.

Contact Information:

Sky@SustainVC.com
1150 Main Street, Suite 9
Concord, MA  01742

Office Direct:  978-369-5043

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Impact Entrepreneur

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.

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Qualcomm

Bio coming soon.

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EarthShift Global

Lise Laurin, CEO of EarthShift Global, has been working since 2000 to support enterprises in their endeavor to reduce social and environmental impacts. With EarthShift Global, she has focused on Sustainability Return on Investment (S-ROI) and Life Cycle Assessment (LCA) as tools for measuring sustainability. She is currently the driving force behind the LCA Capability Roadmap. She is a pioneer in S-ROI, having broadened the scope from the original Total Cost Assessment methodology to include benefits and impacts to society, and in particular how a decision can be adapted to be a win-win-win solution for all stakeholders. Her focus is on building capacity in industry and government, providing software tools, training, and consulting. She is the Vice President of the Sustainability Conoscente Network, a member of the SETAC North American LCA Advisory Group Steering Committee, a member of the board of advisors of the American Center for Life Cycle Assessment and a member of the US ISO TAG on LCA and. She brings to this effort over 20 years in industry and holds a BS in Physics from Yale University.

Brendan has more than 20 years of experience working with global public and private companies to provide financial and non-financial advisory, reporting and assurance services.

He is a subject matter professional on corporate social responsibility metrics, reporting and assurance and led the first full sustainability assurance engagement in the US. Brendan brings extensive experience in implementing sustainability initiatives into internal balanced scorecards utilized to drive executive compensation. He also brings significant experience leading and coordinating several sustainability risk assessments, conflict minerals engagements and sustainable sourcing reviews, including working with some of the leading manufacturers on sustainable sourcing programs, values-led sourcing programs and numerous third-party certification schemes.

Brendan serves as EY’s representative on the:
• International Integrated Reporting Council (IIRC) Working Group
• Sustainability Accounting Standards Board (SASB) Advisory Board, Education and Assurance Committees
• Global Reporting Initiative (GRI) – North America Organizational Stakeholder Group
• World Business Council for Sustainable Development (WBCSD) Liaison Delegate
• His participation with these organizations provides the opportunity to help set the direction and provides our clients with leading-edge perspective on the direction of these global trends.

Prior to joining EY, he was the founder and CEO of LeBlanc & Associates, a niche CPA firm focused on corporate social responsibility reporting and assurance services and issued the first reasonable assurance opinion on a sustainability report in the US in 2008.

Brendan has a BA in Accounting from Gordon College and a graduate certificate in Sustainable Business from University of Vermont. He is a certified public accountant in Massachusetts and New Hampshire as well as a Certified Internal Auditor.

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Fund Balance

Leland Lehrman is Free Spirit at Fund Balance. He connects vision with action where a focus on cultural sustainability emphasizes the spiritual and emotional life. His clients are aligned with these values, and work in food, fiber, healthcare, education, arts and community development. He is thrilled to be part of Sustainatopia and looks forward to carrying the vision of a touring sustainable and healing celebration into ever deepening and broadening global capacity. He has recently completed the three year Alkion teacher training course in the Waldorf School tradition and is a member of the Anthroposophical Society, a cosmic wisdom community. His book, The VitEmerald, is an expression of the work done by Black Elk, the Lakota medicine tradition, and other indigenous traditions to emphasize the necessity of living one’s vision. He lives with his wife, Vera – a transpersonal psychology and holotropic breathwork artist – and four beloved children at the Hawthorne Valley Association community in the Dove Shire of New York. He enjoys singing, playing guitar and piano, and theater. To learn more about his work or contact him, please visit fund-balance.com .

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CA Technologies

Jillian Lennartz is a Millenial to watch. As a nationally recognized professional on the inaugural GreenBiz 30 Under 30 sustainability professionals list, she is already making her mark on the industry. Holding a BS in Chemistry and an MS in Earth Science – Geochemical Systems, along with having performed NASA and USGS funded research during her graduate work, she brings a firm grasp of  climate change and carbon accounting to her work. Being an avid technophile as well, Jillian combines her skills and interests as a Principal in the Corporate Social Responsibility team at CA Technologies. She frequently represents CA with external organizations, and is active in UN Global Compact affairs.

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Mango Networks

Lisa W. Lillelund is an international businesswoman, sustainability advisor and entrepreneur. Lisa has lived in six countries, managed distributors throughout Europe and developed business relationships in Asia for U.S. clean tech start-ups. In 2007 Lisa founded Mango Networks with a focus on raising awareness and implementing more environmentally sustainable ways to operate organizations and to assist start-ups in the field of clean tech. Mango Networks is an Environmental Sustainability Advisory and Communications company that advises on strategic planning, strategic alliances, public private partnerships and stakeholder engagement. Clients include a broad range such as resorts, high tech companies, and colleges. Current projects include a focus on Sustainable Communities, Indoor Vertical Farming and Renewable Energy. Lisa has published over 50 articles on environmental sustainability and produced the Eco Film Festival of Massachusetts.

Prior to founding Mango Networks, Lisa’s experience includes being co-founder of a high tech company, building public private collaborations for PBS television, building public private collaborations for United Nations/World Health Organization initiatives and other organizations. As Managing Director of Europe for Cybex, an American medical rehabilitation and training equipment manufacturer, Lisa established the European headquarters in Brussels, Belgium and grew the region into the most profitable region worldwide for medical sales. Early in her career, Lisa was one of the first saleswomen in the world for Japanese firm, Hitachi Metals, based out of their European headquarters in Düsseldorf, Germany.

Lisa serves on the Advisory Board of North Shore InnoVentures, on the boards of Solar Now and the Beverly Education Foundation. Lisa has dual citizenship German/U.S. and speaks French and German. Lisa received her Executive Certification in Sustainable Management from the Presidio Graduate School in San Francisco, earned her Master’s in International Business from the Thunderbird School of Global Management, a Bachelor’s degree from the University of Michigan.

lisa@mangonetworks.com, www.mangonetworks.com

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MicroBenefits

Mr. Lyman is a seasoned executive and serial entrepreneur with more than twenty years in Asia Pacific. Having managed numerous MNC organizations in the region ranging from Hospitality, Manufacturing to Consultative Services He has a broad back ground and experience managing the issues unique to the region. He has launched numerous companies in China during the past decade with an emphasis leveraging technology in an emerging market. In 2013 Mr. Lyman with a group of Social Investors began to build solutions leveraging mobility to improve livelihood for the burgeoning front line work force in China, launching MicroBenefits as a result.

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Hennion and Walsh Asset Mgmt.

Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).  One such UIT that Mr. Mahn designed, in conjunction with both IW Financial and Argus Research, was the SmartTrust®, Sustainable Impact Investing Trust.  Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds. These mutual funds were target-risk oriented “mutual funds of ETFs” designed to track the Lipper Optimal Indices.    Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank, during his eleven year tenure with the Firm.

Mr. Mahn is the author of the quarterly “ETF and CEF Insights” and “Market Outlook” newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is a member of the Forbes Investor team and a frequent contributor to the Forbes Intelligent Investing blog and the Seeking Alpha website.  Mr. Mahn currently serves as Co-Chair of the NICSA UIT Industry Committee and won the 2014 NICSA MVP Award for his accomplishments in this role as well as the Rising Stars of Mutual Funds Award from Institutional Investor in 2009.  Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in/on CBS News, Fox News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, New York Times, Financial Times, USA Today, Bloomberg, and Yahoo! Finance.

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Biomimcry LA

Bio coming soon.

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Consultant

Bio coming soon.

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Sustainable Business Consultant

Mac McCabe has been a consultant and entrepreneur since 1989 working exclusively with small businesses whose missions prioritize sustainability and social responsibility. He specializes in profit-driven, hands-on advising to early-stage and expanding entrepreneurs, many affiliated with Social Venture Network. Mac has served as the interim CEO of several well-known socially responsible businesses, including Northeast Cooperatives (the original regional natural products wholesale grocer), clothing manufacturer Eileen Fisher, and the Greyston Bakery in Yonkers, which produces the brownies for Ben and Jerry’s. Mac was also the co-founder (with Gary Hirshberg of Stonyfield Farm) and CEO of O’Naturals, the first organic and natural quick service restaurant chain in the country.

Mac moved to Maine in 1975 to be the Merchandise Manager of L. L. Bean and has had other management positions, including Director of the businesses at the Museum of Modern Art, New York. He earned an MBA at Harvard University. He continues to live in Maine with his wife, a university professor, and works with clients throughout the country.

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American Endowment Foundation

Peter McCrea is Vice President of Development at the American Endowment Foundation. Prior to joining AEF, he was a Business Development Advisor for Foundation Source, which provides advisory services to over 1,300 foundations. He also was a member of the Board of Directors of the Morgan Stanley Global Impact Funding Trust, and Executive Vice President at the Institute for Nonprofit Excellence. Peter previously served as Director of Business Development for Leif H. Olsen, former Chief Economist of Citibank. Since 2009, he has been a business and real estate acquisitions advisor for the Hinduja Group, a multinational corporation.
Peter is a Trustee of the Lemmon Foundation, a conservation foundation. From 2006 to 2012, he was a member and Chairman of the Livelihoods Council at Save the Children. Originally from California, Peter was a principal of Americana Land Company, providing environmentally sustainable land planning for public and private entities in Southern California. Peter was an advisor to the Mountains Conservancy Trust, and he was a founding member of the American Cinema Awards Foundation, honoring Clint Eastwood, Whitney Houston, Tom Cruise, Michael Jackson, and Elizabeth Taylor for the benefit of the Motion Picture and Television Fund.

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Harvard Innovation Lab

Bio coming soon.

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Timberland

Bio coming soon.

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Foundation Group, Inc

Greg McRay is the President and CEO of Foundation Group, Inc., and is licensed by the Internal Revenue Service as an Enrolled Agent.  With a professional background in tax and accounting, he began working extensively with nonprofit organizations in the early 1990s, particularly in the areas of new nonprofit formation and state and federal compliance. This private practice continued to grow, leading to the launch of Foundation Group in 1995.  Since that time, Greg and his team have helped more than 16,000 budding social entrepreneurs to get their vision up and running.  His mission has always been to provide nonprofit startups with essential, best-practice counsel and assistance.  That mission is fulfilled in Foundation Group’s comprehensive, consulting-based approach to helping new nonprofits get established , as well as the ongoing compliance services provided to existing nonprofits.

 

Greg has been a featured Continuing Professional Education (CPE) presenter for the Texas Bar Association, Strafford Publishing, and 501(c)(3) U. and his writing is syndicated through Alltop.com, LawForChange.org, EZineArticles.com, Newstex and others. Over his career working in the nonprofit arena, Greg continuously gives back as a volunteer and board member for a diverse group of Nashville area nonprofits.

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Clean Energy Advisors

Bio coming soon.

Bio coming soon.

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Growald Family Fund

Bio coming soon.

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Integrative Health Program

Dr. Nada Milosavljevic (Dr. Milo) is the Founder and Director of the Integrative Health Program (IHP) at Massachusetts General Hospital. Her program was recognized as one of the Top 10 Big Ideas Transforming Education by the Boston Globe. The IHP is a collaborative project with Boston-area public school clinics designed to treat and educate high-school students who suffer from anxiety and stress conditions with alternative, complementary, and preventive health techniques. Dr. Milo is also the Founder and CEO of Sage Tonic, a healthcare app and provider of interactive natural treatment tools. She is a board-certified, Harvard-trained physician and faculty member at Harvard Medical School. She holds specialty certifications in regenerative and functional medicine, medical acupuncture, Ayurvedic medicine, and Chinese herbal treatments.

Prior to her career in medicine, Dr. Milo attended Notre Dame Law School and practiced intellectual property law for biotechnology, pharmaceutical, and medical device organizations. Her work in IP protection, including successful patent applications for pharmacological solutions and operating-room equipment, led to her desire to pursue medicine. She serves on the advisory board of the Specialty Tea Institute, and is a contributing health/wellness writer for Tea Magazine and The Daily Tea.

Burton Snowboards (Invited)

Bio coming soon.

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Ben n Jerrys

Bio coming soon.

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Eneas Alternative Investments

Edvaldo Morata is an entrepreneur and private equity partner with over 30 years of experience in international banking and asset management.

Edvaldo is co-founder of Eneas Alternative Investments, a private equity firm focused on unlocking value in firms located in the Iberian Peninsula, and heading their international operations located in the US. He is involved in investment relations with responsibility over the Americas and direct involvement in the strategic, management and investment processes. Edvaldo was recently appointed the president of Lug Healthcare Technology, an Eneas portfolio company that develops solutions to guarantee safety, efficiency and quality for hospital pharmacies.

He is also the Managing Director of the Perlmutter Institute for Global Business Leadership, associated with the International Business School of Brandeis University. Edvaldo has more than 30 years of experience in corporate and investment banking, brokerage and asset management. He started his career at Citicorp Investment Bank in São Paulo, Brazil, and subsequently worked for ING Bank in São Paulo and the UK, Banco S.R.L. (later American Express Bank S.A.) in São Paulo, and Santander in São Paulo, Hong Kong and the US. Throughout his career he has conducted business with financial, institutional and corporate clients.

Among his most notable achievements is the management of the Brazilian operations of Santander Asset Management, as well as the corporate banking operations of Banco Santander in the USA, where, in both cases, he generated significant improvement in operational and financial results.

Edvaldo has a Master of International Economic Relations Law degree from the Catholic University of São Paulo, and executive education from the University of São Paulo, Harvard, IESE and INSEAD. He speaks Spanish, Portuguese and English.

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GlobalEvolution

Robert Morier is Managing Director and Head of North America for Global Evolution.  Global Evolution is a Denmark-based Emerging and Frontier Market Fixed Income specialist, applying an integrated-ESG investment process based on ESG-adjusted valuations and ratings.  Prior to joining Global Evolution, Robert was the Director of Institutional Investments at ClearBridge Investments where he was responsible for global consultant and institutional client relationships. Prior to this, Robert was the Director of Institutional Investments at Indus Capital where he managed global institutional relationships for Emerging Market and Asia investments. From 2002-2012 Robert was responsible for business development and client service for Artio Global Investors (formerly Julius Baer Investment Management), where he established the firm’s first European presence. Robert began his career with Greenwich Associates as Senior Research Analyst with a focus on the global financial sector. Robert has been working with Global Emerging and Frontier Market investments for sixteen years across fixed income and equity strategies. Robert holds a BA in History from the University of Vermont.

Matt Moscardi currently serves as a Head of Financial Sector Research and Head of Thematic Research for MSCI ESG Research. He leads a team of five analysts across Europe and Asia dedicated to the financial sector, and Matt is responsible for ESG ratings methodology and trends analysis across the sector for MSCI’s core ESG products. Prior to that, Matt worked directly on ESG ratings in the financial sector and served as Chair of the ESG Editorial Board.

Prior to joining MSCI, Matt developed low-carbon investment programs and engaged directly with US pension funds and asset managers managing over USD 10 trillion in assets as a Manager at Ceres, a Boston-based non-profit. Matt also founded a hedge fund with a sustainability and resource scarcity theme, managing less the USD 1 million, before joining Ceres. He is a graduate of Brown University with a concentration in Computers and Music.

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EcoEnterprises Fund

A leader in impact investing, Tammy E. Newmark has over thirty years of experience in the field. She serves as Managing Partner & CEO, EcoEnterprises Fund (ecoenterprisesfund.com) which invests growth capital in compelling small ventures which sustainable use natural resources, preserve biodiversity, mitigate climate risks and generate social gains. To date, the Fund invested in 33 companies in 11 countries; EcoEnterprises Fund 3 will be launched in 2017.  Newmark is co-author of Portfolio for the Planet: Lessons from 10 years of impact investing (Earthscan/Routledge Press, 2011).  She began her investment career at the International Finance Corporation and JPMorgan Chase.

 

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Caravel Management

Jamieson Odell is the Co-CIO at Caravel Management, a specialist investment manager focused on Emerging and Frontier Markets equities. He is the Portfolio Manager for the firm’s Emerging Markets Sustainability Fund (EMS Fund), which integrates environmental, social and governance factors into Caravel’s proven, repeatable investment process. Mr. Odell was previously the Deputy Portfolio Manager for the firm’s flagship fund. Prior to joining Caravel, Jamieson was an investment banking associate in J.P. Morgan’s New York Financial Institutions coverage team. He was also an investment banking analyst in J.P. Morgan’s South Africa Corporate Finance team and ABS group in New York, focusing on transportation, mining, financial services, and retail. Jamieson has an MBA from the Wharton School and AB from Princeton University. He is a term member of the Council on Foreign Relations.

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Mirova

Jens Peers is CIO Sustainable Equities and Fixed Income of Mirova, a subsidiary of Natixis Asset Management engaged in responsible investing. He joined Mirova in 2013. Prior to Natixis, Mr. Peers was head of portfolio management – environmental strategies for water, agribusiness and cleantech (renewable energy, energy eff ciency and waste management) at Kleinwort Benson Investors, Dublin. He also was a financial analyst at BC Asset Management and a financial advisor at KBC Bank, Brussels. Mr. Peers began his career in 1998.

Mr. Peers holds a master’s degree in applied economics from the University of Antwerp, Belgium. He also is a CFA® Charterholder and is a certif ed CEFA (Certif ed European Financial analyst of the BVFA-ABAF – Belgian Association of Financial Analysts).

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SEED strategies, LLC

Bio coming soon.

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Off Grid Electric

Bio coming soon.

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Center for Financial Inclusion at Accion

Danielle’s work with the Investing in Inclusive Finance team focuses primarily on developing the capacity of board members through peer learning and exchange. Danielle also works closely with investors who make active, sustainable investments in financial institutions that serve the base of the pyramid.

Prior to joining the Center in 2011, Danielle worked part-time with Accion Investments while pursuing masters’ degrees in international business at Tuft’s Fletcher School, and in public administration at the Harvard Kennedy School. Prior to Accion, she worked in Beijing at Wokai, a nonprofit microfinance start-up, and also for Intellecap, a leading microfinance consultancy in India. Danielle began her career as a financial analyst in San Diego.

In addition to her masters’ degrees, Danielle also holds a bachelor’s degree in business administration from the University of Vermont. She enjoys spending time with her husband, two sons, and dog. In addition to financial inclusion, she is also passionate about playing ice hockey, downhill skiing, and traveling.

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Raffa

Tom Raffa is the founder and president of Raffa, P.C. a national Top 100, B-Corp certified, professional services firm with one primary objective – to be a catalyst for positive systemic change in the community. A social entrepreneur himself, Tom has coached thousands of nonprofit leaders for more than 30 years. A graduate of Georgetown University with a CPA certificate from the District of Columbia, Tom is an active member of the American Institute of Certified Public Accountants, the Georgetown University Alumni Admissions Program and serves as a mentor at the Georgetown University McDonough School of Business. He currently serves on six nonprofit boards and is the recipient of numerous awards including the 2016 Georgetown University Alumni – Entrepreneur of the Year Award and Nonprofit Village – Individual of the Year Award.

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WindSail Capital Group

Michael Rand is co-founder and Managing Director of WindSail Capital Group. Michael has over 20 years of experience in private equity investing, structured finance and corporate finance.  Prior to founding WindSail, Michael spent 11 years as a private equity professional, most recently as a Managing Director of GB Merchant Partners, a division of Gordon Brothers Group. Previously, Michael served as a Principal at Palladin Capital Group, a New York based middle market private equity firm. Prior to joining Palladin, Michael was a member of the Leveraged Finance/Merchant Banking Division of CIBC World Markets.

Michael received a B.S. from Georgetown University and an MBA from New York University’s Stern School of Business. He currently sits on the board of Coaching4Change and lives in Wellesley, MA with his wife and three children.

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Serenbe

Tom Reed is the Mayor of the City of Chattahoochee Hills, the new city located just SW of Atlanta known for its unique preservation-oriented zoning, which blends dense mixed use development with the permanent preservation of 70% of the land as forest and farms.

Tom is also an entrepreneur – he recently sold the successful company DPM Fragrance, parent of Aspen Bay and Capri Blue candles.  The company has spent multiple years listed as one of Inc. Magazine’s 5,000 Fastest-Growing Private Companies in America. Tom lives in the community of Serenbe with his wife Karen, who are enjoying time with their two dogs and two cats now that their three grown children are out in the world.

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Third Sector Capital Partners, Inc.

Josh serves as a Senior Analyst within Third Sector’s Boston office, focusing on the feasibility assessments and constructions of Pay for Success projects. He joined Third Sector in May 2016 after working within Deloitte’s Strategy and Operations practice for over two years. Josh’s client engagements at Deloitte included projects in innovative financing, customer and market analysis and business and systems transformation. On top of client work, Josh also provided pro bono consulting services to workforce development and education nonprofits in Washington, D.C.

Josh graduated magna cum laude from Tufts University, with a B.A. in Political Science.

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Terra Genesis

Bio coming soon.

Jackie Herskovitz Russell is the founder and president of Teak Media + Communication, New England’s sole B Corp Certified public relations firm. Founded in 1997, Teak empowers responsible companies and nonprofit organizations to achieve widespread recognition and increase their revenue.

As a former reporter for daily newspapers, Herskovitz Russell understood the power of the media and wanted to leverage it to help nonprofits and responsible businesses grow and continue their good work. Teak believes in the power of business as a force for good. Herskovitz Russell is convinced that businesses have both the power, and an obligation, to change the world for the better. By providing communication services that are based in the disciplines of traditional journalism and digital media, Teak helps important businesses grow. Setting the pace for this progressive public relations firm, Herskovitz Russell accepts the promotional responsibilities of companies and organizations whose ethics and values are aligned with the Teak mission. Teak is best known for promoting responsible companies like RiceBran Technologies and Global Research Innovation and Technology, as well as large charitable organizations including Dana-Farber Cancer Institute, the New England Aquarium, the YMCAs of Greater Boston, and the Isabella Stewart Gardner Museum.

 

The common thread that runs through all of Teak’s work is its ability to find and promote the stories that lie at the intersection of business and humanity. Herskovitz Russell holds a BA from Skidmore College, and an MAT from Boston University. She is an admitted media hound and considers her work to be a privilege and an honor.

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WAVE Equity Partners

Praveen Sahay is a co-founder and Managing Director of WAVE Equity Partners, a private equity firm in Boston that provides expansion capital to energy, food and water companies at their inflection points of growth. The firm typically leads equity investments in young companies that have strong IP, rapidly growing revenue, and a differentiated product. Praveen is involved in managing the firm and serves on the Investment Committee.

Praveen’s road to private equity took an unconventional path. Originally a Nuclear Physicist, he prospected for offshore oil and gas deposits; managed retail operations for India’s largest mutual fund; and led armed battalions as a Deputy Commandant in India. Later, as National Elections Coordinator (CIVPOL) for the United Nations Operation in Mozambique, he coordinated the training and deployment of over 1,200 international police officers and played a significant role in Mozambique’s democratic transition in 1994.

Before founding WAVE, Praveen was an investment professional for 12 years with VIMAC and Updata Venture Partners, both early stage venture firms. He also served as a Strategy Consultant to technology and PE firms during his tenure at Dean & Company. He is an alumnus of the prestigious Kauffman Fellowship Program, a program designed to select, educate and train future leaders in the venture capital industry.

Praveen has an MBA from the University of Chicago, a degree in Geophysics from IIT, Roorkee, an MS in Nuclear Physics, and BS in Physics Honors from St. Stephen’s College in New Delhi. He was awarded a UN Peace Medal for his services in Mozambique.

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Avery Dennison

Bio coming soon.

Hult Prize Foundation

Bio coming soon.

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Deloitte/X Prize

Bio coming soon.

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Greentech Capital

Bio coming soon.

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S-Network ESG Solutions

Bio coming soon.

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Total Impact Advisors

John A. Simon is a Founder and Managing Partner of Total Impact Capital, a merchant bank for the impact investment sector. Prior to starting Total Impact Advisors, Ambassador Simon was a visiting fellow at the Center for Global Development, where he co-authored More than Money, a report on impact investing as a development tool. Previously, Ambassador Simon held a variety of posts in the US government, including as the United States Ambassador to the African Union and the Executive Vice President of the Overseas Private Investment Corporation. Ambassador Simon also served as Special Assistant to the President and Senior Director for Relief, Stabilization, and Development for the National Security Council at the White House and as Deputy Assistant Administrator at the United States Agency for International Development.

Ambassador Simon received an AB from Princeton University and an MPP from Harvard University’s Kennedy School of Government.

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WORLD+®

Jo Singel is a leadership expert and Founder of WORLD+®, a company that provides gaming within diversity and inclusion.

Jo has an extensive corporate background including JPMorgan Chase in Corporate Education and Leadership, Diversity & Organizational Development as well as a decade of experience working with graduate schools in delivering leadership and professional development for MBA’s and alumni. She is also an Entrepreneur In Residence at NYU Stern’s Entrepreneurial Institute where she won Mentor of the Year.  She is a Coach and Judge in their 300K Competition and has helped numerous social entrepreneurs in learning how to achieve funding, assessing team talent, developing leadership, strategy, and growing their ventures. She is also a Reading Judge for the Mentor Capital Network.

Jo has owned several businesses including an executive search firm and has been a contributor to women’s leadership development through non-profit work, community development as well as Board membership. To continue rounding out her experience she is a Senior Advisor to a digital start up, CoachLinked, assisting them in raising capital.

Jo authored Leadership 3.0 where she shares her extensive toolkit based on her years of experience working for some of the top corporations in the world.

Throughout her career she has been a speaker, presenter, conference leader and Adjunct Professor where she shares her expertise on how to build leadership and learning skills for success in life.

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Sustainalytics (Invited)

Bio coming soon.

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Morgan Stanley

Bio coming soon.

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Beacon Pointe Wealth Advisors

Beacon Pointe Wealth Advisors is a wealth management consulting firm that takes a holistic approach to helping our clients meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

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Market LOHAS

Don’t blink or you will miss them. Karen Herther and Bethany Stanley of Market Dynamics – Market LOHAS Consulting enjoy raising our partner visibility through creative brand and market visibility solutions and non-profit & community partnerships. Through Market LOHAS (Lifestyle of Health And Sustainability), they love to partner with conscious companies and health & eco brand partners to help them learn about and engage with their customers to grow their business. They work with clients to raise their brand visibility through content marketing, online market research surveys, number crunching data & natural foodie focus groups.  Karen and Bethany offer sustainable brand marketing solutions and LOHAS industry thought leadership trends including their panel of Market LOHAS MamboTrack Annual Survey of Health & Natural Consumers.

Karen and Bethany are co-creators and principals of Market LOHAS and lead the Mambo Sprouts Marketing Research & Insight group managing custom brand marketing and online market research services. Karen holds a BS in Business and an MS in Applied Research and Economics from the Pennsylvania State University. She earned a Graduate Certificate in Sustainability (GCS) from the University of Massachusetts. Karen has received multiple leadership and service Awards for her founding roles supporting eco & STEM education.  Bethany has spent her career working with consumer packaged goods, both mainstream and natural/organic, and non-profits. Bethany is a professor at Baker University and Avila University teaching advanced college level courses in Brand Marketing, Integrated Marketing, Marketing Communications and Economics. Bethany holds a BA in Economics and Mathematics and an MA in Econometrics from Northwestern University. She has received Awards for her leadership roles in community health, literacy education and green initiatives.

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Goldman Sachs

Megan Starr is within Goldman Sachs Asset Management working on the development of the Environmental, Social and Governance (ESG) and Impact Investing Platform within the Goldman Sachs Investment Management Division. Previously, Ms. Starr was the Chief of Staff of The JPB Foundation, a $3.8B private family foundation based in New York City. Ms. Starr earned an A.B. from Harvard College in Environmental Science and Public Policy, magna cum laude with highest honors in field of concentration, and was awarded summa cum laude for her thesis on biological carbon offsets. Ms. Starr earned an M.B.A. and a Certificate in Public Management and Social Innovation from the Stanford Graduate School of Business, where she was an Arbuckle Leadership Fellow.

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Lyme Timber

Peter Stein joined Lyme in 1990 and leads the Company’s conservation strategies. Prior to joining Lyme, Peter was Senior Vice President of the Trust for Public Land (TPL) where he directed TPL’s conservation real estate acquisitions in the Northeast and Midwest. Peter lectures extensively at graduate schools and professional conferences on conservation investment schemes and strategies. He is a member of the Board of Directors of the Forest History Society and the National Alliance of Forestland Owners. In addition, he is a former Board Chair of the Land Trust Alliance, served as a founding Commissioner of the Land Trust Accreditation Commission, and serves as a member of the Advisory Board of Rose Smart Growth Real Estate Fund No. 1. Peter earned a B.A. with Highest Honors from the University of California at Santa Cruz in 1975 and was a Loeb Fellow and received a Certificate in Advanced Environmental Studies from Harvard University in 1981. In 2012/2013, he was awarded the Kingsbury Browne Fellowship from the Lincoln Institute of Land Policy, as well as the Kingsbury Browne Award from the Land Trust Alliance.

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Laughing Man Coffee

David Steingard is the co-founder and CEO of Laughing Man Coffee and Director of the Laughing Man Foundation. He left his work as a criminal prosecutor in Brooklyn to start Laughing Man Coffee with actor Hugh Jackman. They share the vision that business can be a vehicle for positive change and Laughing Man Coffee is a model. David was CEO of Creative Exposure, a small business marketing firm, and CEO of CompuTech Edge,a technology company for public schools. He hopes this film and the story of Dukale will inspire others.

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Dell/EMC

Bio coming soon.

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Stevens Capital Advisors

Bic Stevens is the Founder and Principal of Stevens Capital Advisors, a cleantech investment bank and advisory firm affiliated with Five 9 Securities, LLC, a registered broker dealer operating under the regulations of FINRA.  Bic has over 30 years of venture capital, investment banking, and business development experience and, for the past 15 years, has focused exclusively on assisting clean technology and energy efficiency companies.

Bic has advised a wide range of clean technology companies including five energy storage companies, three fuel cell companies, two solar companies, two frackwater companies, two hydrogen companies, and companies involved with advanced motors, smart grid and demand management, energy efficiency, energy services, geothermal energy, renewable energy certificates, renewable plastics, graphene, organic photovoltaics, autonomous and robotic systems, and clean air.

Bic was previously SVP of Business Development for Premium Power, a manufacturer of grid-scale flow batteries. He was previously a Managing Partner of Ardour Capital Investments, a cleantech investment bank, and a Managing Director at Zero Stage Capital, an early-stage venture capital firm, where he was in charge of the firm’s clean technology investing. Prior to Zero Stage Capital, Bic was the CEO and founder of Eastech, an early-stage venture capital firm, and a Vice President at Paine Webber, where he worked in its investment banking and venture capital operations.

Bic has a B.I.E. degree from Georgia Tech and an M.B.A. from the Harvard Business School.

Ben serves as managing director and general counsel of MCE Social Capital, an impact investing firm that uses an innovative loan guarantee model to support companies helping entrepreneurs in more than 30 countries in the developing world build businesses and earn a steady income. In 2004, Ben began his career as a corporate litigator Orrick, Herrington & Sutcliffe LLP, where he helped manage representations of international banks, energy companies, and individuals in business disputes and government investigations. In 2008, Ben started and led Indego Africa, an award-winning social enterprise and lifestyle brand providing more than 1,000 female artisan entrepreneurs in Rwanda and Ghana with access to global markets and business education. Ben has also served as a director at American Express where he designed initiatives helping small businesses and start ups grow their ventures.

Ben is a term member on the Council on Foreign Relations and a regular public speaker on leadership, entrepreneurship, innovation, impact investing, marketing, careers, law, and international affairs. Ben earned a B.A. in English Literature from Washington University in St. Louis, a J.D. from New York University School of Law, and completed the Stanford Graduate School of Business Executive Program in Social Entrepreneurship.

Ms. Strauss is Special Advisor for Socially Responsible Investment Finance at the Overseas Private Investment Corporation, a U. S. government corporation charged with mobilizing and facilitating US private investment and skills transfer in developing countries throughout the world. She is responsible for and impact investing including policy and origination of innovative financing products and structures designed specifically to leverage socially responsible investment to achieve sustainable projects in emerging markets. She collaborates with other U.S. private sector, government and international government entities to assist in coordinating private and public funding to efficiently support projects with socially responsible or impact investment elements for the corporation including micro finance and SME businesses. Formerly the Director of Credit Policy for the corporation, and as a former private sector banker, she held various positions in finance and banking. Ms. Strauss has an MBA from the University of Connecticut and a BA from Lake Forest College.

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Strugatz Ventures, Inc.

Bio coming soon.

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Cleveland Water Alliance

Bryan Stubbs is the Executive Director of the Cleveland Water Alliance (CWA), a program that coordinates, facilitates, and fosters economic development through a water innovation cluster while elevating the conversation about the value of water to the great lakes region. CWA’s innovative efforts are building the foundation for a sustainable water-centric economy in Northeast Ohio and setting the standard for a national audience.

Stubbs is recognized for his management and actions in building/implementing stronger, impactful and more sustainable economies through more than fifteen years of experience leading economic development projects including as Managing Director of the Oberlin Project, where he worked to implement an internationally recognized pilot model to grow a local economy while reducing greenhouse gas emissions (partnership of Oberlin College, City of Oberlin, U.S. Green Building Council, Bloomberg C40, and the Clinton Climate Initiative). Stubbs holds a MBA from University of Illinois (Beta Gamma Sigma), BA from the University of Kansas, and completed the Executive MBA program from the Presidio School of Sustainable Management in San Francisco.

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Raffa

Rich Tafel is the Managing Director of Raffa Social Capital Advisors and also leads Public Squared, a public policy training and strategic consulting firm for nonprofits and social entrepreneurs. He launched the nation’s first statewide social entrepreneur competition in the nation in 2013 and has personally coached more than 600 social entrepreneurs. For the last decade, Rich has provided strategic policy advice to nonprofits on a variety of causes, including AIDS programs for Africa, civil rights programs Latin America, and education and health care reform in the United States. Rich is a graduate of Harvard Divinity School and served as Assistant Minister at the Memorial Church at Harvard University. He then went on to serve as Adolescent health Director as an appointee for Gov. William Weld. He has been a guest lecturer in Urban Health and Advocacy at Johns Hopkins University and is a regular contributor to Stanford Social Innovation Review. Rich also founded the Log Cabin Republicans in 1993.

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Department of Commerce

Paul J. Thanos is the Director for Finance and Insurance Industries at the Commerce Department’s International Trade Administration.  He is responsible for developing and executing policy, analysis, and promotion initiatives pertaining to finance and insurance industries, trade and project finance, impact investing, and access to finance.

His program of work includes expansion of finance and insurance exports, attracting foreign direct investment to the United States, and developing cooperative programs with international partners.  His team has direct participation in both the financial services and small and medium size enterprise (SME) chapters of bilateral and multilateral trade agreements such as the U.S.-EU Trans-Atlantic Trade and Investment Partnership and the Trans-Pacific Partnership. He leads the U.S. delegation to the OECD Insurance and Private Pensions Committee and is directly engaged in a series of international insurance market access issues in China, India, Indonesia, and Latin America.  In 2014 he secured an unprecedented agreement with the Government of Brazil to promote impact investing through a suite of bilateral initiatives.  His team closely collaborates with several USG agencies and organizations including the Department of Treasury, USTR, Export-Import Bank, the Overseas Private Investment Corporation, and the Federal Reserve.  He is a regular guest lecturer at the George Washington University Business and Public Policy schools on topics ranging from trade policy, SME access to finance, and stakeholder capitalism.

Prior to taking this position Paul served as a legislative aide to Senator Maria Cantwell (D-WA) with responsibility for trade, foreign policy, and defense issues.  Paul also has ten years of experience covering Middle East issues and previously served as Deputy Director for the Commerce Department’s Office of the Middle East.  He worked directly on the Middle East peace process in the 1990s and has traveled throughout the Middle East, Europe, North America, Latin America, and Asia.  Paul received a Masters of Public Administration from American University’s School of Public Affairs and a BA in Government from the College of William and Mary in Williamsburg, VA.

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Keurig Green Mountain

Bio coming soon.

In her role at Sappi, Dr. Laura Thompson is responsible for working with the company’s leadership to set strategy, establish long term goals and drive key initiatives that have enabled Sappi to be recognized as a leader in sustainability.She also serves as the thought leader behind Sappi’s eQ brand; a multi-dimensional communication platform featuring videos, white papers, the eQ Journal (also available in print) and a blog -The Environmental Quotient.At the core of the eQ brand, Sappi aims to deliver“proof without empty promises” on a wide range of subjects.Whether it is eco-labeling, life cycle analysis, sustainable forestry or greenhouse gas emissions, Dr. Thompson presents information grounded in facts and science; in a voice that is unparalleled in the print communications industry.

Dr. Thompson has a BS in Chemical Engineering from the University of New Hampshire and an MSand PhD in Paper Science from the Institute of Paper Science and Technology.Since 1995, she has held a variety of positions within the paper industry including R&D, mill environmental, product development, and most recently marketing and sustainable development.Thompson proudly serves the industry through numerous collaborative efforts including the TwoSides US Sustainability Committee, GreenBlue’s Forest Products Working Group and AF&PA’s task force on extended producer responsibility (EPR).

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Walden Asset Management

Ms. Vanni is a portfolio manager at Walden Asset Management, a leader in sustainable and responsible investing. For the past 40 years, Walden has been helping clients achieve positive environmental, social and governance (ESG) impact while delivering competitive financial returns. Ms. Vanni works with institutional clients and families, including those seeking to implement a fossil fuel free (FFF) approach. She is a member of the firm’s Investment Committee and ESG Research & Engagement Committee. Ms. Vanni holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA Institute. She earned a BS, cum laude, from Boston University and an MBA with honors from Boston College.

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Yunus & Youth

Bozhanka works on enabling young people worldwide to develop business solutions to pressing social needs. She is the cofounder of Yunus&Youth, an international organization supporting young social entrepreneurs at the early stage of their endeavors. Bozhanka currently works as Program Director for Entrepreneurship and Innovation at the Hassenfeld Family Innovation Center at Brandeis University. She is also a Fulbright scholar conducting research on factors that contribute to social entrepreneurial success and serves on the Board of Directors of Sustainable Schools International.

May 7, 2014. Boston, MA.
Outdoor staff portraits day 2.
Boston Community Captital.
© 2014 Marilyn Humphries

Boston Community Capital

Bio coming soon.

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Incapital

Ms. Waber joined Incapital’s Capital Markets and Syndicate team in April 2012.  She has over fifteen years of experience in the financial services industry with a focus on fixed income.  At Incapital, she is responsible for managing the firm’s issuer client relationships and the placement of debt and preferred equity for those clients.  She is an officer of the firm’s Debt Capital Markets New Business Committee, a committee that reviews and approves all underwriting, sales agency and investment banking engagements.  Incapital has distributed over $400 billion of new issue fixed income products across a number of different asset classes since its founding in 1999.  Ms. Waber co-led the creation of Legacy™ in 2014, Incapital’s Values-Based Investment Platform.  Her work within Capital Markets includes promoting the expansion of Legacy™ through market activities involving issuers, advisors and investors.

Prior to joining Incapital, Ms. Waber was the Head of Private Equity Business Development for a family office and a U.S. Agency bond trader for LaSalle/ABN AMRO.  She earned a BA from Duke University and an MBA from the University of Miami.

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Federal Reserve of Boston

Bio coming soon.

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Clean Energy Advisors

Chris Warren has over twenty-five years of experience in the financial industry. Driven by his passion for the environment and the well-being of our planet, Chris founded a company in 2006 that became an industry leader in energy efficiency and renewable energy development. During that time he identified a major hurdle that was suppressing the development of renewable energy projects, funding. Chris and his team found a way to solve that problem by aggregating smaller projects to attract the attention of institutional investors. To date they have facilitated the development of over US $850 million in renewable energy assets.

In late 2013, Chris led the spin-off of Clean Energy Advisors from its parent company in preparation for creating investment opportunities that provide a larger number of investors access to the tax efficient cash flows generated by renewable energy projects.

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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.

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GE- Intelligent Cities

Jason Whittet is a Director with GE’s Intelligent Cities team.  He is passionate about the intersection of government and technology.  His previous roles include the Massachusetts Broadband Institute, IDC Research, Comcast and the Allston-Brighton CDC.

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Maternova

Bio coming soon.

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.

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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.