Ramsay Ravenel, Executive Director, Grantham Foundation
Ramsay manages all aspects of the Grantham Foundation, including grant-making and endowment management. He was previously a founding member of the investment team at MissionPoint Capital Partners, an alternative energy private equity fund, and originated venture capital investments in SunEdison and EcoSecurities at Marshall Street Management, a family office. Ramsay has also worked in timberland investment and began his career working for a community forestry and conservation project in Indonesian Borneo. He is on the board of Flowcastings GmbH and Strategic Science & Technology, LLC and serves on the investment committee at the Massachusetts Society for the Prevention of Cruelty to Children. He holds Master’s degrees in Forestry and Business Administration from the Yale School of Forestry and Environmental Studies and the Yale School of Management and an AB in Environmental Science and Public Policy from Harvard College. Ramsay is a CFA® charterholder.
Mark Reed, Founder and Manager, Contact Fund LLC
Mark is Contact Fund’s Founder and Manager. Since 2005 Mark has been responsible for overseeing all underwriting, marketing, and operations of Contact Fund, including structuring 25 private loans to high impact New York City nonprofits and raising capital from over 60 high net worth investors and foundations. Since 2008 Mark has been Principal at Alembic Community Development, a New York City based developer of affordable and supportive housing with neighborhood restoration operations in New Orleans.
Mark is a former Vice President of Portfolio Management at the Bank of New York, where he concentrated on North American corporate credit risk management. While at the bank, he co-managed a $500 million bond portfolio and a $300 million credit derivative portfolio. Since 2009, Mark has served on the Board of Directors of Green Diamond Resources Company, a fourth-generation, family-owned timber business based in Seattle, Washington. The company produces FSC-certified redwood and Douglas Fir lumber in California and Douglas Fir and hemlock logs in Washington State. Mark is also a board member of the Rudolf Steiner School in New York City, the North Star Fund, and the Corbin Hill Food Project.
Prior to moving to New York, Mark managed an after-school program for public housing residents in San Francisco’s Mission District and managed a youth community center. He holds a BA in Anthropology from Stanford University and an MBA in Finance from the Stern School of Management at NYU.
Lisa Renstrom, Trustee, Bonwood Foundation and Confluence Board Vice Chair
Lisa Renstrom identifies as a Nebraskan, but a decade in the hotel industry in Mexico enhanced her world view while she focused on a business bottom line - not a triple one. Back in the US she discovered the concept of social returns, first as a local Sierra Club group chair, then Executive Director of Voice & Choices, later, as President of the national Sierra Club and then Rachel’s Network.
Lisa currently serves as a Board member to Bonwood Social Investments, ecoAmerica, Interfaith Power & Light, and Confluence Philanthropy while chairing the Management Committee for DivestInvest Individual. Her formal education derived from the University of Nebraska at Omaha, Owner President Management (OPM) at Harvard Business and MC/MPA from the Harvard University Kennedy School of Government.
Valerie Rockefeller Wayne, Trustee, Rockefeller Brothers Fund
Valerie Rockefeller Wayne is a middle school special education teacher specializing in adolescents with learning differences and emotional disabilities. She began her teaching career at Central Park East Secondary School in East Harlem, New York, and also taught in Australia.
Ms. Wayne has an M.Ed. in special education from Bank Street College of Education and an M.AT from Columbia University Teachers College. She majored in international relations at Stanford University and served as a confidential assistant to Secretary Richard Riley at the U.S. Department of Education during the first Clinton administration. She serves as a trustee of D.C. Preparatory Academy and Rockefeller Philanthropy Advisors, and as vice chair of the Asian Cultural Council. She formerly was a trustee of Spelman College.
Ms. Wayne lives with her husband Steve, daughters Percy and Lucy, and son, Davis in Old Greenwich, Connecticut and St. Petersburg, Russia.
Jean Rogers, CEO and Founder, SASB
Jean Rogers is the CEO and Founder of SASB. Since 2010 SASB developed from an idea formulated in collaboration with the Harvard University Initiative for Responsible Investment at the Kennedy School of Government into a globally-respected, ANSI-accredited, independent standards-setting organization.
Jean draws upon her 20 years’ experience in sustainability and management consulting across a wide range of industries including utilities, extractives, financials, and real estate. She has worked with international clients to integrate sustainability into strategy and operations, minimizing risk and maximizing returns across the triple bottom line. Jean’s leadership experience includes 10 years as a Principal at Arup, a global engineering consultancy focused on sustainable development. Jean was also a management consultant at Deloitte, working in the environmental and manufacturing practices to help leading companies improve business and product performance through sustainability.
Jean is a former Loeb Fellow at Harvard University and holds a PhD in Environmental Engineering from the Illinois Institute of Technology, and an ME in Environmental Engineering and a BE in Civil Engineering from Manhattan College. In 2015 she was named one of the Top 100 Most Influential People in Accounting by Accounting Today and one of the Most Powerful Women in Accounting by CPA Practice Advisor.
Jeff Rosen, Chief Financial Officer, Solidago Foundation and Confluence Board Member
Jeff Rosen is the Chief Financial Officer for the Solidago Foundation and its affiliated Foundations, where he oversees all of the financial systems as well as managing the MRI and PRI portfolios. Jeff is a graduate of Cornell University’s School of Industrial and Labor Relations and holds a Masters in Resource Economics and Policy from the University of Maine, where he worked to pioneer sustainability focused impact assessment techniques. He has worked in the private sector as a serial entrepreneur, developing and selling food sector businesses, and as a chief financial officer for several restaurant chains and food manufacturers. He is an active, founding member of PVGROWS, a local food system collaboration located in Western Massachusetts, where he is part of a group focused on financing the regional food economy. Jeff is an Adjunct Faculty Member in the Antioch University Sustainable MBA program, where he has taught Ecological Economics for Social Entrepreneurs since 2007. Jeff lives in Northampton MA, with his wife and three children.
Jenny Russell, Executive Director, Merck Family Fund
Jenny Russell has been Executive Director of the Merck Family Fund since 1998. She directs an annual $3.5 million budget primarily related to the environment and sustainability in both urban and rural settings. The Fund has been a leader in funding and initiating collaboratives related to consumption, land protection, urban green space, youth organizing and carbon pricing. In the past few years she has led the Fund’s interest in applying a climate lens to all programs, investments, and divestments. Prior to this position, Jenny headed the Island Foundation, another family foundation based in Marion, MA. During her ten-year tenure there, she helped to start a community foundation in southeastern Massachusetts, a mini grants program in New Bedford, and the New England Grassroots Environment Program. She has been actively involved with the Environmental Grantmakers Association (EGA), the Consultative Group on Bio-Diversity, Associated Grant Makers, and Catalog Choice serving on their boards, as chair and on numerous committees. Since graduating from the University of Colorado, Jenny has held positions in non-profits including the Infinite Odyssey where she led high school students on outdoor trips in the Rockies, Women’s Action for Nuclear Disarmament, and Earthwatch Institute.
Kelly Ryan, CEO, Incourage Community Foundation
For nearly 20 years, Kelly Ryan has led Incourage as CEO. Leveraging and connecting all forms of capital, Incourage envisions a community that works well for all. Over the course of two decades, Incourage has developed a holistic approach that is resident-centered, values-led and place-based.One demonstration of Incourage’s investment in community, as well as the residents who share the rural central Wisconsin place, is the Tribune (tribunebuilding.org).
Named one of 50 most influential leaders in the nonprofit sector by the NonProfit Times, Ryan frequently speaks and writes about the opportunity for philanthropy at the intersection of people, place and prosperity. By invitation, she has presented at the White House and Rockefeller Foundation’s Centennial Celebration. Kelly is an Aspen Institute Scholar, serves on the Hitachi Foundation Board of Directors, the National Fund for Workforce Solutions Partners Council, the Monitor Institute’s “What’s Next for Community Philanthropy” Advisory Committee, and is a contributing author to Here for Good. Twitter: @kryan_incourage
Alex Saingchin, Program Officer, Common Counsel Foundation
Alex is a program officer with the Common Counsel Foundation, where he oversees a set of family foundation and donor-advised fund portfolios supporting grassroots movements for social equity across the country. Previously, Alex was at The San Francisco Foundation, where he notably supported community-led coalitions seeking to leverage California’s groundbreaking climate change law to promote good clean jobs, affordable housing, and access to public transportation. Before philanthropy, Alex spent nearly 15 years as an organizer, community lawyer, and policy advocate. In the wake of September 11th, he co-designed a $1.15 million relief program at the Asian American Federation. His community organizing and policy experience includes work with the Restaurant Opportunities Center of New York, the New York City AIDS Housing Network (now known as VOCAL-NY), and the Urban Justice Center. As a community lawyer, Alex served as New Jersey director for the Asian American Legal Defense and Education Fund, managing a worker and civil rights docket and overseeing its immigrant rights organizing. He has also worked in government, serving as counsel with New Jersey’s Office of the Public Defender, and as chief of staff to Councilman-at-Large Rolando R. Lavarro, Jr. in Jersey City.
Sadna Samaranayake, Project Director, Ultra-Poor Graduation Initiative, BRAC USA
Sadna manages consulting services and provides technical assistance to external governments and INGOs related to BRAC’s pioneering Ultra-Poor Graduation approach. In addition to consulting services, Sadna also manages the creation and dissemination of knowledge products and global advocacy efforts related to the Graduation approach including outreach and engagement with implementing and funding agencies, immersion training and speaking engagements related to Graduation. Prior to her work at BRAC USA, she founded and was Managing Partner of B Inclusive, an organization providing consulting services to help market-based, BoP initiatives and inclusive businesses grow and thrive. She has consulted on strategy, barriers to scale, effective messaging and knowledge products for various social enterprises and development sector organizations. Her clients include The World Bank Group, World Bank Institute, Vision Spring, The Network Enterprises Fund and Ashoka’s Full Economic Citizenship Initiative. She writes and speaks on the subjects of livelihood development and innovation at the base of the pyramid. Previously, Sadna was the founder and Managing Partner of InSiteLogic, a technology and software development company providing solutions to a range of social enterprises, for-profit and non-profit organizations. She earned a Masters degree in Social Entrepreneurship and International Development from New York University and is a recipient of the Reynolds Fellowship for Social Entrepreneurs.
David F. Sand, Chief Investment Strategist, Community Capital Management
David F. Sand is Chief Investment Strategist at Community Capital Management primarily responsible for business development and the creation of new products. David has more than 30 years of investment management experience and is a trailblazer in ESG/impact investing He is a well-regarded speaker, lecturer and author on investing and ESG/impact investing issues. He co-founded Access Capital Strategies serving as its president and chief investment officer from 1994 to 2010. In this capacity, he pioneered the development of market-rate, fixed income impact investments for institutional investors. He has worked as a consultant to Community Development Financial Institutions (CDFI's), non-profits and social enterprises. In the early 1990s, he was the founding project director for CERES leading the effort for transparency in corporate environmental reporting and engagement amongst NGOs, corporations and stakeholders. He received his bachelor's degree from Princeton University and a master's degree in public administration from Harvard University's John F. Kennedy School of Government. David serves on the New York Advisory Board for Enterprise Community Partners where he is Chair of the Loan Committee and is a former board member of U.S. SIF: The Forum for Sustainable Investment. David holds his FINRA Licenses: Series 7 & 63.
Andree Saulnier, Chair of the Investment Committee, Episcopal City Mission
Andrée M. Saulnier, Esq., is of counsel to the law firm of Choate, Hall & Stewart, LLP, Boston, Massachusetts. She is a member of the firm’s Wealth Management Group, and concentrates her practice in estate planning and estate administration.
Ms. Saulnier is a member of the Trusts and Estates Section of the Boston Bar Association. Ms. Saulnier is active in the community, having served as a member of the Leadership Council and Board of Visitors and as a parent spokesperson for the Franciscan Hospital for Children. She is also a member of the Newton-Wellesley Neighborhood Council and Treasurer for the Episcopal City Mission, of Boston, Massachusetts .
Ms. Saulnier earned her J.D., Cum Laude, in 1992 from Boston College Law School and graduated with University Honors from Wesleyan University, with a B.A. in 1987.
Jeff Scheer, Senior Client Advisor, Federal Street Advisors
As a Senior Client Advisor, Jeff develops and delivers portfolio advice and handles day-to-day client-related operations. He is a CFA charterholder and a member of the Boston Security Analysts Society. Jeff is also a faculty member for the Confluence Philanthropy Next Gen Fellowship Program, a learning program for trustees and individual donors seeking to align their values with the management of their assets.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society. Prior to joining Federal Street in 2011, Jeff was an Accounts Receivable Specialist at Chapman Waterproofing where he handled contractor billing and the tracking and collection of accounts receivable. Jeff currently resides in South Boston with his wife, Estefanía, and dog, Maeve.
Debra Schwartz, Managing Director, MacArthur Foundation
Debra is a member of the Senior Management Group for the John D. and Catherine T. MacArthur Foundation, one of the nation’s largest independent foundations, and leads a team responsible for a $300-million portfolio of innovative loans, equity investments and guarantees dedicated to advancing the MacArthur philanthropic work in the US and abroad. Before joining MacArthur in 1995, she was Chief Financial Officer for a Chicago-based child welfare agency and an investment banker at John Nuveen & Co. specializing in municipal and health care finance. An expert on affordable housing, community and economic development, and social enterprise and philanthropy, Debra originated and taught a University of Chicago undergraduate course, "The Business of Nonprofits and the Evolving Social Sector," from 2009-2012. She also has guest taught classes at graduate schools of business, law and policy at Yale, Harvard, Stanford, Northwestern, University of Chicago, and Oxford. She is a past presidential appointee to the United States Treasury Department Community Development Advisory Board and a founder of the Mission Investors Exchange. She holds a Master's in Finance and Nonprofit Management from the Kellogg School of Management at Northwestern University and received her Bachelor's in History from Yale.
Jon Scott, Director, Singing Field Foundation
Jon is President and Director of the Singing Field Foundation, a small foundation staffed on a volunteer basis by family members. With $5 million in assets, the foundation distributes $250,000+ annually in small grants to environmental, health, animal welfare and arts/culture organizations.
The foundation practices mission-related investing to extend its impact. This involves “active ownership,” including proxy voting, participation in shareholder initiatives, and investments screened for alignment with foundation and family members’ values. The foundation was one of the first 17 foundations that came together to launch Divest-Invest Philanthropy in 2014 (divestinvest.org).
On the national staff of Clean Water Action and Clean Water Fund, Jon manages corporate partnerships and legacy gift programs. Jon also serves on the boards of the New England Grassroots Environment Fund and the Lebanon Opera House (Lebanon, NH), the Board and Executive Committee of Earth Share and co-chairs the Water Investors Working Group for Confluence Philanthropy.
Fran Seegull, Chief Investment Officer and Managing Director, ImpactAssets
Fran Seegull is Chief Investment Officer and Managing Director at ImpactAssets—a non-profit investment firm seeking to increase the flow of capital to impact investing. She oversees firm product development and heads investment management for The Giving Fund—a $275 million impact investing donor advised fund.
Previously, Seegull was Managing Director/COO of Funk Ventures, a VC firm investing in clean technology, sustainability and medical technologies. Seegull has consulted to National Geographic, NPR and many family foundations. She served as VP of Business Development at Novica, a venture-backed social enterprise offering artisanal products from emerging markets.
Seegull has a BS in economics from Barnard/Columbia and an MBA from Harvard. Seegull is Adjunct Professor at the Lloyd Greif Center for Entrepreneurial Studies and Senior Fellow at the Brittingham Social Enterprise Lab, both at USC’s Marshall School of Business. She serves on the board of the Barbara Lee Family Foundation and the Investment Committee of the Goldhirsh Foundation.
Margot Seigle, Member, Resource Generation
Margot is a movement builder & donor organizer with a knack for organizing transformative retreats who spent the last 2 years residing and working at the Isabella Freedman Jewish Retreat Center in Falls Village, Connecticut. Since 2010, Margot has been a member leader within Resource Generation. She is a founding organizer of the Hummingbird Fund for Migrant & Border Justice, a cross class decision making collective that moved over $500,000 from 2011-2014 to organizations in Arizona led by those most impacted by anti-immigrant policies and ReGenerative Finance, a new economics project working to transform the economy by transferring control of capital to communities most affected by economic & climate crisis. When she's not working to normalize the radical redistribution of wealth, you can find her building community with fellow radical Jews, holding ritual space, singing with friends, painting with watercolors, and swimming in the lakes and rivers that surround her home.
Rachel Serotta, Director of Investor Relations, Root Capital
Rachel joined Root Capital in 2012 and is responsible for managing the organization's debt fundraising program, including cultivating and maintaining relationships with current and prospective investors and new product development. Previously she worked as an Analyst on the Investor Relations team at Developing World Markets, an investment bank managing microfinance private debt and equity funds. In addition, she worked a number of international nonprofits, including Safe Water Network, The Africa-America Institute and Accion International, in fundraising and communications roles. Rachel holds a M.A. in international affairs from Columbia University and a B.A. from Colby College.
Don Shaffer, President & CEO, RSF Social Finance
Don Shaffer is President & CEO of RSF Social Finance. Under Don’s leadership, RSF’s total assets have grown 40% in the past three years, to over $160 million. As leaders in social finance, Don and the team at RSF seek to transform the way the world works with money by asking the question, “How can we model financial transactions that are direct, transparent, and personal, based on long-term relationships?” Don has been a social entrepreneur for many years, growing a for-profit education business, a software company, and a sporting goods manufacturer, in addition to a non-profit, the Business Alliance for Local Living Economies. Don grew up in central New Jersey, and comes from a long ancestry of Quaker farmers and small business people in and around Philadelphia. He lives in Berkeley, California with his wife and their two children. Don graduated from Cornell University with a BA in American History.
Morgan Simon, Senior Advisor, Pi Investments
Morgan has spent the last decade engaged in impact investment, emphasizing community accountability and ownership. She currently co-leads Pi Investments, building a 100% impact portfolio with an emphasis on community empowerment and environmental sufficiency. In that capacity, she evaluates investments across asset classes, including early stage investments, private equity and debt, and real assets.
Morgan is a co-founder of Toniic, where she served as founding CEO from 2010-2013. She is on the investment committee for The Working World, a fund for worker-owned cooperatives in the US, Argentina and Nicaragua, and chairs the board of ROC UNITE, organizing 10,000 restaurant workers nationwide. She is also a founder and chair of the Transform Finance, bridging impact investment and social justice (www.transformfinance.org).
Previously, as the founding Executive Director of the Responsible Endowments Coalition, Morgan brought together 100 colleges and universities, helping to move their $200 billion in endowment dollars towards impact investment. Morgan has also worked with grassroots organizations and the United Nations Development Program (UNDP) in Mexico, Honduras and Sierra Leone, and in domestic microfinance with Women’s Initiative for Self Employment. She received a B.A with High Honors in Economics and Political Science from Swarthmore College, and serves as an Adjunct Professor at Middlebury College's graduate school program.
Kate Simpson, Research Consultant, Confluence Philanthropy
Kate earned a master’s degree from Stanford University in international comparative education, where she was able to focus her research on the strategies used by the business community to influence public education policy. A long-standing interest, Kate is excited to continue to explore the ways in which capital can be harnessed to positively influence environmental and social issues.
Kate co-authored a report on multinational corporations and their impact on human rights through an internship with Trillium Asset Management. She was the lead researcher for the article, “100 Best Companies to Work for in America.” Further cementing the connection between financial performance and non-financial measures of success, Kate screened client portfolios based on environmental, social and governance criteria and assisted in providing research and support for several shareholder resolutions at Progressive Asset Management.
Kate is also a volunteer teacher to the refugee and asylum-seeker population in Portland, Maine. She developed an interest in working with other cultures while teaching English abroad at the International School in Geneva, Switzerland and in Prague. She feels fortunate to be able to raise her three children in Maine and thoroughly enjoys the thriving local food scene.
Raoul is a Managing Director at Treehouse Investments, LLC, a privately owned impact investment firm with a primary focus on alternative energy, clean-tech and gender inclusion. He is also Executive Director of Aspenall Energies, LLC, which develops and owns community-scale renewable energy projects. Raoul has a BA from St John’s College in Santa Fe and a Juris Doctor from Columbia University.
Tim Smith, Director of ESG Shareowner Engagement, Walden Asset Management
Tim Smith serves as the Director of ESG Shareowner Engagement at Walden Asset Management, a division of Boston Trust & Investment Management Company. Walden has been a leader in sustainable and responsible investing (SRI) since 1975. As of June 30, 2015, Walden managed approximately $2.7 billion in assets for individual and institutional clients.
Mr. Smith joined Walden in 2000 to lead Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. One of Walden’s priority issues is Board diversity pursued through letters, company dialogues, shareholder resolution and proxy voting.
Previously, Mr. Smith served as executive director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years.
Mark J. Spalding, President, The Ocean Foundation and Confluence Board Member
Mark J. Spalding has been the President of The Ocean Foundation since its founding 13 years ago. Under his leadership, it has grown exponentially from a $200,000 to $7 million/year budget, as he prioritized its focus on steering the human relationship with the sea to a brighter future through diverse, carefully chosen strategies and projects. Mark is the advisor to the Rockefeller Ocean Strategy (an unprecedented ocean-centric investment fund), and designed the first-ever blue carbon offset program, SeaGrass Grow. Mark is serving on the Sargasso Sea Commission. He is a Senior Fellow at the Center for the Blue Economy, at the Middlebury Institute of International Studies. From 1994 to 2003, Mark was the Director of the Environmental Law and Civil Society Program, and Editor of the Journal of Environment and Development, at UCSD’s Graduate School of International Relations & Pacific Studies (IR/PS). He is a graduate of the British School of Motor Racing.
Chitra Staley, Managing Director and Partner, Beacon Pointe Wealth Advisors
Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity. Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston- based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra is currently the Chair of the Investment Advisory Committee of the Brookline Public Library, the Chair of the Finance Committee of the Pomroy Foundation, and on the board of the Pro Arte Chamber Orchestra. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Anne Stetson, Trustee, John Merck Fund
Anne Stetson is an international lawyer and impact investor. She is a Senior Fellow and Visiting Scientist at Harvard University’s FXB Center for Health and Human Rights, where she directs the program on human trafficking. Anne serves as president of Lighthouse Global Consulting, a strategic advisory firm to non-profits and foundations working to address issues related to global poverty. An impact investing pioneer, Anne has developed impact investments, co-founded an impact investing advisory firm, and advocated in writing and speaking for the field. Anne serves as a trustee and as treasurer of the John Merck Fund, and as a director of the Lookout Foundation. She is a member of the Council on Foreign Relations. She has published articles and books in the areas of impact investing, investing in developing markets, and human rights.
Aaron Tanaka, Director, Center for Economic Democracy
Aaron Tanaka is a community organizer, finance activist and cook. Aaron is the Director of the new Center for Economic Democracy, a grassroots capacity building organization resourcing longterm movement building strategies to transform American capitalism. He was the founding Executive Director of the Boston Workers Alliance, a nationally heralded grassroots community organization best known for helping to “Ban the Box” in Massachusetts. He was also the first Managing Director of the Boston Impact Initiative, Boston’s first place based impact investment fund, where he currently serves as Senior Advisor.
Aaron is a current BALLE Fellow, former Green For All Fellow, co-chair of the New Economy Coalition and the Asian American Resource Workshop, and worker-owner at Olio Culinary Collective. He is a graduate of Harvard College (BA) and S. New Hampshire University (MS).
Luca Torre, Co-Founder and Co-CEO, GAWA Capital
Luca is the co-founder and co-CEO of GAWA Capital, Spain's leading impact investment firm, with more than €45 million under management in financial inclusion. He has spent most of the last 15 years working with and advising microfinance and financial institutions and SMEs. Prior to founding GAWA Capital, he was an investment banker for Credit Suisse's Latin America Financial Institutions Group, working on a variety of microfinance-related transactions. Luca previously worked in India for Annapurna, a cooperative microfinance bank, and in Cambodia for the International Finance Corporation, supporting local social entrepreneurship. He began his career at the Boston Consulting Group, focusing on the financial services sector and working specifically with large Italian banks, to better serve their SME segments. Luca received a BSc, First Class Honours, from the University of Brighton in the UK, and an MBA from The Kellogg School of Management at Northwestern University, where he was named a 2006 Siebel Scholar, for his leadership and academic achievements. For several years, he also chaired the credit committee of the Lower East Side People's Credit Union, in New York City. Luca currently lives in Europe's third-largest metropolis, Madrid, where he enjoys cycling and mushroom-hunting with his French-born wife and two toddler boys.
Alexie Torres-Fleming, Executive Director, Access Strategies Fund
Alexie is an activist, community organizer, advocate and urban planner from the South Bronx, New York with over 20 years of experience in social justice leadership in low-income communities of color. She also brings 10 years’ experience in the philanthropic sector as a foundation executive director, board member, and senior fellow. Her life’s work has been dedicated to the intersections of faith, economic and racial justice, democratic change, youth organizing, women and supporting the leadership of communities of color. Alexie came to Massachusetts in 2014 as Harvard University Loeb Fellow where she explored how community organizing can inform urban planning strategies.
A nationally sought-after speaker, Alexie has received numerous awards throughout her career, including the 2008 Rockefeller Foundation’s Jane Jacobs Medal for New Ideas and Activism; The Caritas Medal from the Vincentian Society for her service to the poor; and the “Servitor Pacis—Servant of Peace” award from the Permanent Observer Mission of the Vatican to the United Nations. In January 2009, Alexie was named one of “50 Visionaries Who Are Changing Your World” by the Utne Reader. She is founder of the nationally recognized Youth Ministries for Peace and Justice in the Bronx as well as co-founder of the Bronx River Alliance and the Southern Bronx River Watershed Alliance. In September of 2015, President Obama appointed Alexie to serve as an advisor on the White House Council of Faith and Neighborhood Partnerships.
Sandra Urie, Chairman and CEO, Cambridge Associates
Sandra Urie is Cambridge Associates’ Chairman and CEO and has been with the firm since 1985. Prior to assuming the CEO position, she was the COO with responsibility for directing the firm’s consulting practice. Prior to assuming her management positions, she was an active member of the investment staff providing investment advisory services to a number of endowed nonprofit institutions and private clients, with a specialty in long-range financial planning. Before Sandy joined Cambridge Associates, she worked as a member of the faculty at Phillips Academy (Andover) where she taught Russian language and served on the Admissions Office staff.
Sandy was a member and vice-chair of the Investors’ Committee of The U.S. President's Working Group on Financial Markets (2007-2010) focusing on defining best practices in alternative assets, including due diligence and ongoing oversight. She currently serves on the Board of Overseers at Boston Symphony Orchestra, the Board of Overseers at Boston Lyric Opera, Board of Directors at Social Finance, Inc., Stanford Management Company Board of Directors, the Global Board of 100 Women in Hedge Funds as Vice Chair, and the Board of The Plymouth Rock Company.
In 2015 Sandy received the Investor Lifetime Achievement Award from Institutional Investor and more recently was an honoree at the YWCA Academy of Women Achievers. Sandy graduated from Stanford University and received an MPPM degree from the Yale School of Organization and Management.