Natasha Lamb, Director of Equity Research and Shareholder Engagement, Arjuna Capital
Natasha Lamb is the Director of Equity Research and Shareholder Engagement and a portfolio manager at Arjuna Capital. Specializing in the integration of sustainability and shareholder value creation, Natasha integrates Environmental Social and Governance (ESG) factors into fundamental investment decisions, while engaging corporate leadership to improve performance through shareholder proposals, dialog, and public policy advocacy. Previously, Natasha was Vice President, Shareholder Advocacy and Corporate Engagement and an Equity Analyst at Trillium Asset Management. Natasha contributes thought leadership to the Guardian; as a Ceres Coalition member, advising corporate leadership; through the United Nations' UNEP FI Climate Change Working Group; and as a founding organizer of Greater Boston Slow Money. In 2013 Natasha was nominated for the SRI service award for engaging natural gas companies on high global warming potential methane emissions. In 2014, her landmark negotiation with Exxon Mobil led to the company¹s first public report on global warming and carbon asset risk. She is a trustee of The Food Project and Chairman of the Crane Institute of Sustainability, host to the Intentionally Designed Endowments Network. Natasha teaches sustainable investing at Bainbridge Graduate Institute. She holds an M.B.A in Sustainable Business from Bainbridge Graduate Institute, a pioneer in sustainable business education, and received her B.A. cum laude from Mount Holyoke College.
Dana Lanza, CEO, Confluence Philanthropy
Dana launched Confluence Philanthropy in August of 2009 after serving as the executive director of the Environmental Grantmakers Association (EGA). While at EGA, Dana provided networking services to over 250 grantmaking organizations from across North America and Europe. From 2009-2011 Dana served as the Program Director and Board Advisor at The Swift Foundation while launching Confluence.
Prior to Philanthropy, Dana founded Literacy for Environmental Justice (LEJ), an environmental education and youth empowerment organization for at risk youth. While there, she acted as a lead organizer in the closure of San Francisco’s infamous Hunters Point Power Plant; raising funds to supplant it with the region’s first off-the-grid educational Eco Center.
She has been a fellow at the Donnella Meadows Program in Systems Theory and the California Women’s Foundation Policy Institute. Dana has also lived and worked among the Samburu (Maasai) in northern Kenya for many years; the Cheyenne River Lakota; and Roma refugees in Europe. A nomad in spirit, Dana sometimes lives in Oakland, California and at other times in Bed Sty, Brooklyn, NY.
Chris Lindstrom, Director, David Rockefeller Fund
Chris Lindstrom has devoted the last 15 years of his life to transitioning the economy from a paradigm of extraction to one of regeneration. Starting with money, Chris worked at the E.F. Schumacher Society organizing events on new forms of currency and developed a local currency known as “BerkShares” the received international recognition. Since 2012, Chris has been active in the bioenergy sector as an investor and entrepreneur. He has served on the Board of Directors of the Slow Money Institute. and currently serves as a director of the David Rockefeller Fund.
Andy Lower, Co-Founder & Board Chair, Visible Clothing
Andy Lower co-founded Visible.Clothing in January 2014 after giving away all his clothes and committing to only buy clothes that have been made fairly (www.whomademywardrobe.co.uk). Visible produces & sells fashionable, affordable, ethical clothes, for both its own private line as well as for other ethical clothing companies. Visible also pro-actively learns with & educates customers and other values-driven companies on how to purchase in line with their values. Prior to co-founding Visible, Andy founded ADAP Capital LLC in September 2013. ADAP (A Different Approach to Poverty) invests in early-stage entrepreneurs who are eradicating extreme poverty. In addition to providing monetary capital, ADAP Advisory Services LLC provides intellectual capital, working closely with entrepreneurs to deepen the value & impact of their social enterprises. A British national, and qualified Barrister, he has traveled extensively, working with national partners across the developing world.
David S. Lynch, President, Managing Partner, Deputy Chief Investment Officer, Athena Capital
David oversees all of Athena’s investment management and business functions, with particular focus on integrating strategy across asset classes, prioritizing research initiatives, and addressing client-specific requests. As a member of the Investment Committee, he helps guide Athena’s asset allocation, manager selection and portfolio construction processes. David has been a key contributor to Athena’s business leadership and growth since joining the firm in 2004.
David’s extensive capital markets background provides a unique perspective and insight on global investing. Prior to Athena, he was the Portfolio Manager for emerging markets fixed income at Colorado PERA, the $40+ billion state pension fund. During his time at PERA, David also covered various industries for the high yield and investment-grade corporate debt portfolios. Prior to PERA, David worked at Eaton Vance Management in Boston as a member of the research and trading team for the strategic income and government obligation funds that included global bonds, mortgage-backed securities, currencies, and derivatives. David began his career as an economist, covering the global electronics industry for Cahners Economics. David received his Master of Business Administration from the F.W. Olin School of Business at Babson and Bachelor of Arts in Economics from Dartmouth College.
Hope Mago, Principal, HCAP Partners
Hope joined HCAP Partners in May 2009. Hope participates in the origination and analysis of new investment opportunities, investment due diligence, deal underwriting, and investment monitoring.
Prior to joining HCAP Partners, Hope worked as an Analyst at the Reserve Bank of Zimbabwe where he was involved in economic policy formulation, lending due diligence for export ventures receiving funding through the Export Support Facility under the Exchange Control Division. Before that he spent a year interning at First Mutual Limited, the second-largest life insurance and money manager in Zimbabwe.
Hope earned an International MBA from the University of San Diego and holds a bachelor’s degree in finance and banking from the University of Zimbabwe. Hope is currently a board observer or actively involved in RJE International, Reno Assisted Living, Cubex, PriMetrica, Michael’s Cookies, Geary LSF, and CNC Data.
Cara Matteliano, Vice President for Community Impact, Community Foundation for Greater Buffalo
Cara Matteliano, Vice President for Community Impact at the Community Foundation for Greater Buffalo, has over 25 years experience in not-for-profit leadership, program development, and grantmaking. She has created and facilitated collaborations such as Buffalo’s Green and Healthy Homes Initiative, the Coalition for a Lead Free Community and the Western New York Environmental Alliance. She has led many efforts to attract national support for Buffalo causes, multiplying the foundation’s investments many times over. Her work has been recognized by the Secretary of the US Department of Housing and Urban Development, the US Environmental Protection Agency, and the Sierra Club.
Marc Mauer, Executive Director, The Sentencing Project
Marc Mauer is one of the country’s leading experts on sentencing policy, race and the criminal justice system. He has directed programs on criminal justice policy reform for more than 30 years and serves as Executive Director of The Sentencing Project, a national non-profit organization engaged in research and advocacy on criminal justice policy. Mr. Mauer has written extensively and testified before Congress and other legislative bodies. His critically acclaimed book, Race to Incarcerate, was named a semifinalist for the Robert F. Kennedy Book Award, and he is the co-editor of Invisible Punishment, a collection of essays that examine the social costs of incarceration. Mr. Mauer frequently lectures before a broad range of national and international audiences, appears regularly on television and radio networks, and has served as an adjunct faculty member at George Washington University and Payne Theological Seminary. Mr. Mauer is the recipient of the Donald Cressey Award for contributions to criminal justice research, the Alfred Lindesmith Award for drug policy scholarship, and the Maud Booth Award for correctional services.
Heather C. McGhee, President, Demos
Heather C. McGhee is President of Demos, a public policy organization working for an America where we all have an equal say in our democracy and an equal chance in our economy. In 2009, she co-chaired a task force within Americans for Financial Reform, and in 2008 she served as the Deputy Policy Director in charge of Domestic and Economic Policy with the John Edwards for President Campaign. She holds a B.A. in American Studies from Yale University and a J.D. from the University of California at Berkeley School of Law. McGhee is an MSNBC Contributor, a member of the World Economic Forum’s Global Agenda Council on Civic Participation, and serves on the boards of the Center for Working Families and Consumer Reports.
Liz Michaels, Chief of Staff, Aperio Group
Liz Michaels is Aperio Group's Chief of Staff and Director of ESG/SRI. Prior to joining Aperio Group, Liz was responsible for the $11 billion defined contribution managed accounts business at Ibbotson Associates, a wholly-owned subsidiary of Morningstar, Inc. Earlier in her career, Liz was the Chief Operating Officer of Morningstar, Inc. and served on the company's executive committee. Liz was also the President of Jellyvision, Inc., an interactive firm best known for its game, You Don't Know Jack™ and Associate Dean/Director of the Career Advising and Planning Services office at the University of Chicago. Liz has a BA in Economics and an MBA from the University of Chicago.
Ashby Monk, Executive and Research Director, Stanford Global Projects Center
Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. He is also a Senior Research Associate at the University of Oxford and a Senior Advisor to the Chief Investment Officer of the University of California. Dr. Monk has a strong track record of academic and industry publications. He was named by aiCIO magazine as one of the most influential academics in the institutional investing world. His research and writing has been featured in The Economist, New York Times, Wall Street Journal, Financial Times, Institutional Investor, Reuters, Forbes, and on National Public Radio among a variety of other media. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. He received his Doctorate in Economic Geography at Oxford University and holds a Master's in International Economics from the Universite de Paris I - Pantheon Sorbonne and a Bachelor's in Economics from Princeton University.
Rolando Morillo, Senior Equity Analyst, Rockefeller & Co
Rolando Morillo has over fourteen years of experience within the investment department of Rockefeller& Co. and is currently Vice President of Sustainability and Impact Investments. He is responsible for identifying and supporting the management of public equity investments for the Rockefeller Ocean Strategy and the Global Sustainability and Impact strategy within the Rockefeller Asset Management division. As a member of the Rockefeller Sustainability and Impact investment team, Rolando is actively focused on integrating sustainability research into fundamental equity analysis.
During the past seven years, his responsibility shifted to become engaged in the research and identification of solution oriented companies within renewable energy, water infrastructure and resource sustainability. More recently, he has led the effort to identify companies that promote sustainability and good corporate responsibility and deepen the firm’s research capability in tandem with the sustainability and impact investment team. He is a member of the stock selection committee and the sustainability and impact investment replacement committee at Rockefeller & Co.
Prior to joining Rockefeller & Co. in 2000, Rolando was a portfolio analyst at UBS private banking Latin America division. He obtained his B.A. in Environmental Economics and Geography from Rutgers University.
Maria Mulkeen, Program Officer, Affordable Housing, Hyams Foundation
Maria Mulkeen is a Program Officer for the Hyams Foundation, with lead responsibility for Foundation’s work in the affordable housing area. Her recent work has included structuring the Foundation’s $1.5 million program related investment to the Equitable Transit Oriented Development Accelerator Fund, a loan pool that provides early stage financing to help spur the development of affordable and mixed income housing in transit rich areas in Boston and throughout Massachusetts. Maria joined the Foundation in 2011 with a strong background in community development. Previously, she served as Senior Project Manager for the Jamaica Plain Neighborhood Development Corporation where she spearheaded a number of affordable housing developments. In addition to over 15 years in the community development field, Maria has a strong civic engagement background, having worked with a variety of local civic and resident groups. She has a Masters in City Planning from the Massachusetts Institute of Technology and a B.A. from the University of New Hampshire.
Bruce Oberfest, Founding Member, Bruce Oberfest & Associates
Bruce Oberfest, a CPA and attorney is the founding member of Bruce Oberfest & Associates. The firm specialized in income and estate tax planning for high net work individuals small and medium size businesses and management of family offices. In addition to his law and accounting degrees, he also has received a Master of Tax Law graduate degree (LLM) from New York University. Bruce assists many of his clients in investment planning and charitable giving planning. Over the past few years he has helped clients develop specific giving plans and projects to meet their long term charitable programs.
William H. Page, Senior Vice President, Essex Investment Management, LLC
Bill is a Portfolio Manager on the Essex Global Environmental Opportunities Strategy (GEOS). Bill directs environmental investment policy and research for Essex, and is on the Investment and Proxy Voting Committees. Prior to joining Essex in 2009, he spent eleven years at State Street Global Advisors (SSgA), most recently as Lead Portfolio Manager for GEOS and Head of the Environmental, Social and Governance (ESG) investment team. Bill developed GEOS over a four year period at SSgA, and was a member of the Global Fundamental Strategies group. Prior to SSgA, Bill worked in product management for Wellington Management Company, LLC. Before Wellington, he worked for Fidelity Investments in asset allocation. Bill has lectured extensively on environmental investing at global investment conferences and academic institutions. During business school, Bill worked on socially responsible investment research at KLD Research & Analytics. Bill is on the Advisory Board of the Journal of Environmental Investment, a peer-reviewed, open-access journal that publishes original research at the intersection of the environment and investing. He earned a Bachelors degree in Economics from Boston University and an MBA from the F.W. Olin School of Business at Babson College.
Tracy Palandjian, CEO & Co-Founder, Social Finance, and Board Member, Surdna Foundation
For more than a decade, Tracy has committed to building a more impactful nonprofit sector by re-imagining the role of the capital markets in enabling social progress. Inspired by Social Finance UK, Tracy co-founded Social Finance US in January 2011 to develop the Social Impact Bond and Pay for Success model in the United States. Prior to Social Finance, Tracy was a Managing Director for 11 years at The Parthenon Group where she established and led the Nonprofit Practice. Tracy also worked at Wellington Management Co. and McKinsey & Co.
Tracy is co-author of Investing for Impact: Case Studies Across Asset Classes. She is Vice-Chair of the U.S. National Advisory Board to the Global Impact Investment Steering Group (previously the G8 Taskforce). She is a member of the Board of Overseers at Harvard University, and serves on the boards of Facing History and Ourselves and the Surdna Foundation. She is also a Director of Affiliated Managers Group (NYSE: AMG).
Tracy is a frequent speaker and writer on impact investing and social innovation, having been covered in The Wall Street Journal, Atlantic, Economist, Forbes, and New York Times. A native of Hong Kong, Tracy is fluent in Cantonese and Mandarin. She graduated magna cum laude from Harvard College, with a B.A. in Economics, and holds an M.B.A. with high distinction from Harvard Business School where she was a Baker Scholar.
Esther Park, CEO, Cienega Capital
Esther is the CEO of Cienega Capital, a private investment firm utilizing an integrated capital approach to systemic change in the areas of soil health, regenerative agriculture, and local food systems. Prior to joining Cienega Capital, Esther founded Commons Stock, an impact-focused due diligence consulting firm. Clients included high net worth individuals, foundations, and investment advisors. She has 15 years of experience in mission-based financial services ranging from microfinance to risk capital investments. Esther also serves as a Board member at New Resource Bank, Nutiva, and City Fresh Foods, as well as an Advisor to Kitchen Table Advisors.
Esther has also served as the Vice President for Strategy and Business Development at RSF Social Finance, and oversaw all lending activity from 2007-2011, which resulted in a tripling of the loan portfolio, and the development of a mezzanine debt fund. Esther received her MPP from University of Chicago and BA in Social Welfare from the University of California Berkeley. She lives in Berkeley, California with her husband, Greg, and their two children, Evangeline and Bryce.
Matthew W. Patsky, CEO, Trillium Asset Management
Matthew Patsky is CEO and a portfolio manager, leading our Sustainable Opportunities strategy. He joined Trillium 2009, and has three decades of experience in investment research and investment management.
Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Prior to joning Trillium, Matt was at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee and portfolio manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.
Matt currently serves on the board of Environmental League of Massachusetts, Shared Interest, and Pro Mujer. He recently served on the board of US SIF and Root Capital. Matt is a member of the Social Venture Network (SVN). He is a Chartered Financial Analyst charterholder and a member of the CFA Institute. Matt holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.
Prior to joining Perella Weinberg Partners, Ms. Pedicini was Vice President of Sustainable Investing at the Harvard Management Company, where she was responsible for developing and leading its sustainable investment strategy. Prior to that, Ms. Pedicini was an Investment Officer at the California Public Employees’ Retirement System, where she led the development and implementation of a variety of strategic ESG integration initiatives. Before working in the US, Ms. Pedicini worked in London for the UN supporting Principles for Responsible Investment as Manager of Investor Engagements, and Global Risk Analyst at Verisk Maplecroft.
Ms. Pedicini currently serves on the Standards Council of the Sustainability Accounting Standards Board in San Francisco.
Ms. Pedicini received a Bachelor of Arts in Psychology from Antioch University. She also holds a MSc in Sociology: Social Theory and Public Affairs from the University of Amsterdam and a MPhil in Comparative Social Policy from the University of Oxford.
Nancy E. Pfund, Founder and Managing Partner, DBL Partners
Nancy E. Pfund is Founder and Managing Partner of DBL Partners (formerly Investors), a venture capital firm whose goal is to combine top-tier financial returns with meaningful social, economic and environmental returns in the regions and sectors in which it invests. Ms. Pfund currently sponsors or sits on the board of directors of several companies, including; SolarCity (NASDAQ: SCTY), where she is Chair of the governance committee and sits on both the audit and compensation committees, Primus Power, Powergenix, Farmers Business Network, The Muse and Off-Grid Electric, and, prior to their public offerings, Tesla Motors and Pandora Media. Prior to founding DBL, Ms. Pfund was a Managing Director in Venture Capital at JPMorgan, having started her investment career at Hambrecht & Quist in 1984.
Raul Pomares, Founder, Sonen Capital
Raúl Pomares is the Founder of Sonen Capital LLC, where he operates across the firm's overall business activities, while focusing on client management, business development and industry leadership.
Prior to co-founding Sonen, Raúl served as a Managing Director at Springcreek Advisors, where he was in charge of the firm's portfolio strategy. Previously, Raúl was a Portfolio Manager at Guggenheim Wealth Management, where he developed integrated multi-manager portfolios for institutional and high net worth clients. In particular, Raúl applied his expertise across a broad range of impact investment themes to create an integrated manager research and portfolio construction methodology for investors. Earlier in his career, Raúl co-founded a boutique wealth management firm where he directed client services and portfolio management. He has also served as an investment advisor, international private banker and consultant on behalf of global financial institutions and private investors.
Kate Poole, Core Leader, Regenerative Finance
Kate Poole works as a consultant, researcher and comics artist in the fields of local investing and alternative economic development. She's deeply committed to exploring the intersection of religious beliefs and economics actions, and you can check out her comics and zines on the topic at pooleaccounts.com. Right now she's a turnaround consultant at Friends Rehabilitation Program, a Quaker values-based affordable housing and social service provider in Philadelphia. Kate organizes with Resource Generation and Regenerative Finance to leverage her resources and her owning class privilege for social change.
Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative
Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, a family office dedicated to investing for-profit and non-profit capital to advance solutions to social and environmental challenges. BHI is currently focused on new opportunities in emerging markets as well as the United States.
She is the Co-Founder of the IDP Foundation, Inc. a private foundation with a mission to mobilize resources and strategic support to increase educational opportunities. Established in 2008, the IDP Foundation has supported and developed a wide range of programs in the education sectors most notably the innovative IDP Rising Schools Program in Ghana, which leverages microfinance networks to empower nearly 200 low cost private schools with trainings and financial services. Liesel is a Co-Founder of Opportunity International’s Young Ambassadors for Opportunity (YAO), a global network of young professionals who are passionate about microfinance. She serves on the boards of Waste Enterprisers, Eco-Post, and Synergos. Liesel attended Columbia University, where she studied African History. She lives in the Boston area with her husband, Ian Simmons.