Francesca Vietor, Program Director, Environment, Public Policy, and Civic Engagement, The San Francisco Foundation
Francesca focuses on efforts to improve the environmental health of vulnerable communities, build resilience in the face of the changing climate, and tackle economic inequality and wealth disparity in the Bay Area.Francesca is also a Commissioner on the San Francisco Public Utilities Commission, where she leads policymaking for the City and County of San Francisco’s water, wastewater, and municipal power services. Before that, she was Executive Director of the Chez Panisse Foundation, where she advanced nutrition education and food justice issues. Previously, she was President of the Urban Forest Council, President of the Commission on the Environment, and the Chair of Mayor Newsom’s Environmental Transition Team. She has worked for several non-profits, including Rainforest Action Network and Greenpeace, and she serves on the boards of SPUR and Environmental Working Group.
Silda Wall Spitzer, Director & Principal, NewWorld Capital Group
Silda Wall Spitzer is Director & Principal at NewWorld Capital Group, a private equity firm investing in growth equity and infrastructure projects within Environmental Opportunities markets (energy efficiency, clean energy, water, waste-to-value and environmental products/services).
Ms. Wall Spitzer’s professional career has spanned the public, private and nonprofit sectors. Before joining NewWorld, she was Managing Director at Metropolitan Capital Advisors, a women-owned investment firm, and First Lady of New York State, with initiatives promoting green buildings, alternative energy, local food sources and engaging constituents to create livable communities and sustainable jobs.
Previously a practicing attorney for a decade, Ms. Wall Spitzer specialized in M&A and corporate finance at Skadden and later at Chase Manhattan Bank, where she structured and negotiated complex transactions.
Mother of three, Ms. Wall Spitzer serves on the Urban Green Council Board as Vice Chair, Ceres President’s Council, and Sustainable Endowments Institute Advisory Board and has co-authored several essays, including “Impact Investing: A Trade Up, Not a Trade Off.” Member of the Council on Foreign Relations, Economic Club of New York, and NY State and City Bar Associations, she holds a JD from Harvard Law School and a BA summa cum laude and Honorary Doctorate from Meredith College.
Dorian T. Warren, Fellow, Roosevelt Institute
Dorian T. Warren is a Fellow at the Roosevelt Institute and Board Chair of the Center for Community Change. A scholar of inequality and American politics, he taught for over a decade at the University of Chicago and Columbia University, where he was Co-Director of the Columbia University Program on Labor Law and Policy. A native Chicagoan, Warren received his B.A. from the University of Illinois and his M.A. and Ph.D. in political science from Yale University.
Warren has worked with several national and local organizations including the Leadership Conference on Civil and Human Rights, American Rights at Work/Jobs with Justice, AFL-CIO, CTW, UNITE-HERE, SEIU, UFCW, Steelworkers, and the NGLTF Policy Institute, among others. He currently serves on several boards including Alliance for a Greater New York, Working Partnerships USA, the Model Alliance, the Workers Lab, and The Nation Magazine Editorial Board. He is also Co-Chair of the AFL-CIO’s Commission on Racial Justice Advisory Council.
As a commentator on public affairs, Warren has appeared regularly on television and radio including NBC Nightly News, ABC, MSNBC, CNN, CNBC, BET, BBC, NPR, Bloomberg, & NY1, among other outlets. In 2015 he was the Host and Executive Producer of “Nerding Out” on MSNBC’s digital platform, shift.msnbc.com.
Elizabeth Warren, U.S. Senator, Massachusetts
Elizabeth Warren, a fearless consumer advocate who has made her life's work the fight for middle class families, was elected to the United States Senate on November 6, 2012, by the people of Massachusetts. Elizabeth is recognized as one of the nation's top experts on bankruptcy and the financial pressures facing middle class families, and the Boston Globe has called her "the plainspoken voice of people getting crushed by so many predatory lenders and under regulated banks." She is widely credited for the original thinking, political courage, and relentless persistence that led to the creation of the Consumer Financial Protection Bureau. President Obama asked her to set up the new agency to hold Wall Street banks and other financial institutions accountable, and to protect consumers from financial tricks and traps often hidden in mortgages, credit cards and other financial products.
Geraldine F. Watson, Vice President for Finance & Operations, Rockefeller Brothers Fund and Confluence Board Chair
Geraldine F. Watson is vice president for finance and operations at the Rockefeller Brothers Fund. She was promoted to this position on October 1, 2006. This senior management position includes oversight of the finance, accounting, information technology, human resources, and operations functions for the RBF, as well as the Rockefeller Family Fund, the David Rockefeller Fund, and several of its affiliates.
Ms. Watson joined the RBF in 1994 as comptroller, directing the financial reporting responsibilities for the RBF, the RFF, the DRF, along with the Asian Cultural Council and the Rockefeller Philanthropy Advisors. From 1989 through 1994, Ms. Watson was engaged as an independent consultant, providing financial and tax services to individuals, small businesses, and nonprofit organizations. Prior to 1989, Ms. Watson served as an audit manager with Price Waterhouse.
She currently chairs the board of Confluence Philanthropy, and serves as a board member and chair of the audit committee of Philanthropy New York. Ms. Watson also serves on the board of The Interchurch Center, chairs its finance committee, and is a member of its compensation and personnel committee. Ms. Watson received a B.S. from Fairfield University and attained her CPA classification shortly thereafter.
Matthew Weatherley-White, Managing Director, The Caprock Group
Shaping The CAPROCK Group’s Impact Investing platform, Matthew is a sought-after speaker and thought leader in the discipline. In addition to keynoting the 2013 European Commission's Annual Award for Social Innovation, Matthew has guest-lectured on sustainable business management and non-financial value creation at Harvard, Tuck, Kellogg, Booth and the American University in Paris business schools, has presented at conferences throughout the US and Europe, and serves as a strategic advisor to several Impact Investing funds. More recently, he successfully shepherded two pieces of legislation through the Idaho Statehouse: the first authorizing Pay For Success Contracting and the second according legal status to businesses structured as Benefit Corporations.
Prior to co-founding The CAPROCK Group, Matthew was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his thirteen years with the company, he was a member of Citigroup’s elite Leadership Development Program and helped craft the firm’s Private Wealth Management platform. His term as Chairman of the Board for the Lee Pesky Learning Center having ended in 2011, he continues to serve the organization he helped launch 18 years ago.atthew is a graduate of Dartmouth College and Phillips Academy, Andover. When not working, Matthew can usually be found outside, running, skiing, mountaineering, cycling... and generally encouraging his daughter to enjoy wilderness adventure with the same irrational exuberance as her father.
Maya Winkelstein, Executive Director, Open Road Alliance
Maya Winkelstein is Executive Director of Open Road Alliance where she is responsible for the organization's overall investment strategy including finding new ways to deploy capital to achieve maximum social returns. Open Road fills a market demand for fast, flexible contingency funding, in the non-profit sector.
Winkelstein has worked with Open Road since the organization's inception in 2012. Prior to Open Road she worked as an Associate Director with the consulting firm, williamsworks. Former clients include Eastern Congo Initiative, Nike Foundation, PATH, Tostan, and TOMS Shoes.
Former affiliations also include The Corporate Council on Africa, International Institute for Strategic Studies (IISS), the Institute of National Strategic Studies (INSS) at National Defense University (NDU), and Exclusive Analysis Ltd.
Winkelstein holds a B.A. in Political Science from the University of Michigan; MSc in International Relations from the London School of Economics; and a Diplôme Internationale from Sciences-Po in Paris, France.
Michael Whelchel, Co-Founder & Managing Partner, Big Path Capital
Michael Whelchel brings over two decades of experience financing, acquiring, selling, growing, and operating growth-oriented companies to Big Path Capital. Prior to co-founding Big Path Capital, he worked with both start-ups and later-stage c ompanies in a range of industries, playing key roles in the early development of two private equity firms focused on growth-oriented companies. Michael managed the full investment process including sourcing, deal structure, due diligence, negotiations, financing, portfolio management, sales on exit, and fund raising. In 2007, with the old economy at a dead end, Michael established Big Path Capital to advance an expansive economy built on natural, social, and financial capital. In partnership with Shawn Lesser, Michael has founded a number of first of their kind initiatives all of which demonstrate SmarterMoney+ - maximize return, maximize impact. Those include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions. Michael received his BA summa cum laude, Phi Beta Kappa from the University of the South in Sewanee, TN and received a joint MBA and MEM (Master of Engineering Management) from the Kellogg School of Management, Northwestern University. Michael is an advisory board member of the Croatan Institute and the Babson Center for Global Commerce and is a member of the Social Venture Network and Net Impact.
Ed Whitfield, Co-Managing Director, Fund 4 Democratic Communities
Ed Whitfield is a long time social justice activist. In his youth, he was involved in anti-Vietnam War activism and school desegregation in the south before becoming a leader in the struggle for Black Studies in college in the late 60s. After leaving Cornell University, where he studied philosophy and mathematics, Ed taught at Malcolm X Liberation University in North Carolina. That experiment in alternative independent education failed in the early 70s due to a lack of funding and confused direction. Ed became active in local community struggles around housing, labor, education and peace while working full time in industry for 35 years. In 2007, Ed co-founded the Fund for Democratic Communities (F4DC), along with Marnie Thompson. In 2011, they initiated the Southern Grassroots Economies Project (SGEP), working to build up southern economies rooted in community ownership and democratic access to capital. Most recently they have been working to build the Southern Reparations Loan Fund (SRLF) along with other southern grassroots groups. This is developing as a part of a national effort to develop a Financial Cooperative, based on principles of non-extractive finance. Ed describes himself as a musical autodidact and iconoclast, playing and building a number of musical instruments.
Adam Wolfensohn, Investment Committee Member, Rockefeller Brothers Fund
Adam Wolfensohn is Co-Managing Partner of Encourage Capital, an asset management firm focused on profitable and strategic investments to solve critical social and environmental problems. The organization was formed by the recent merger of Wolfensohn Fund Management and EKO Asset Management. A unique partnership of disciplined investors and creative problem-solvers, the new firm is already working with major asset owners to deploy investment capital to solve problems like global ecosystem decline, climate change, and bringing financial services to the world’s poor. Prior to 2015 Mr. Wolfensohn was a Partner at Wolfensohn Fund Management and a member of the Investment Committee. Since 2002, he has also managed the Wolfensohn family office cleantech and environmental markets strategies where he is an active investor in sustainability oriented funds and companies and for which he serves on the board of EKO asset management. From 2003 to 2006, he produced the climate change documentary, “Everything’s Cool,” that debuted at the Sundance Film Festival in 2007. From 2002 to 2003, he managed pioneering work with Conservation International and major music tours to offset their emissions through avoided deforestation projects. Mr. Wolfensohn is a frequent speaker on sustainability and impact investment.
David Wood, Director, Initiative for Responsible Investment, Harvard Kennedy School
David Wood directs the IRI's research and field-building work on responsible investment across asset classes, and currently manages projects on RI strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from The Johns Hopkins University. Contact him at email@example.com.