Shawn Ginwright, Trustee, The California Endowment, Confluence Board Member
Shawn Ginwright, a leading national expert on African American youth, youth activism, and youth development. Dr. Ginwright serves as the Senior Research Associate at the Cesar Chavez Institute for Public Policy in San Francisco, CA and is also an Associate Professor of Education in the Africana Studies Department at San Francisco State University. He is the author of “Hope and Healing in Urban Education”, “Black Youth Rising, Activism and Radical Healing in Urban America”, “Black in School- Afrocentric Reform, Black Youth and the Promise of Hip-Hop Culture” and co-editor of” Beyond Resistance!: Youth Resistance and Community Change: New Democratic Possibilities for Practice and Policy for America’s Youth”.
Lisa Hagerman, Director of Programs, DBL Partners
Lisa Hagerman, Ph.D., is the Director of Programs at DBL Partners, a venture capital firm whose goal is to combine top-ier financial returns with meaningful social, environmental and economic returns in the regions and sectors in which it invests. Previously Lisa was Director of Programs at DBL Investors, which she joined in 2011. Lisa is leading the strategy and implementation of double bottom line practices working with DBL Partners’ portfolio companies across workforce development, environmental stewardship, community engagement, and public policy. Lisa was previously the Director of More for Mission at the Harvard Kennedy School, a research and advocacy initiative promoting mission investing, in which she built a network of over 90 foundations representing over $38 billion in total assets. In May of 2012, More for Mission merged with PRI Makers to form Mission Investors Exchange. Prior to her role at More for Mission, she completed her doctorate in economic geography. Her doctoral thesis was in economic geography on Public Pension Fund Investment in Urban Revitalization, a project supported by the Ford and Rockefeller Foundations. She was previously a Vice President of Economic Innovation International. In addition, Lisa has ten years of banking experience, three of which were with Wells Fargo Bank in Government Relations where she worked with the community development department and promoted the Bank’s minority lending initiatives. She worked at Citibank for seven years in the Latin American Marketing Division. Lisa holds a Visiting Research Associate position at Oxford University, School of Geography and the Environment. Lisa received her Bachelor of Arts from Bucknell University and her Master of Arts in political science from the University of North Carolina at Chapel Hill.
Lisa Hayles, Vice President, Institutional Investment Services
Lisa is responsible for client relationship management and business development focusing on foundations, endowments and their consultants. She co-ordinates Boston Common's shareowner engagement work around inclusion - focusing on dialogues with portfolio companies and policy initiatives supporting gender equality in the workplace. Lisa serves on the board of the Thirty Percent Coalition, a national non-profit committed to raising the number of women, including women of color, on public company boards across the U.S. She also serves as a resource person on responsible investment issues with the executive committee of the Intentional Endowment's Network, and Confluence Philanthropy's Asset Owner Working Group.
A native of Toronto, Canada, Lisa worked in the UK as an advisor to institutional investors on responsible investment approaches for a decade before relocating to New England in 2013. An enthusiastic traveler, dancer and yoga practioner, she supports Womenade, a philanthropic giving circle funding community-based organizations serving women and girls in the greater Boston Area and also serves on the board of the Boston Impact Initiative, an impact fund focused on economic justice.
John Hamilton, Vice President of Economic Opportunity, New Hampshire Community Loan Fund
John Hamilton is Vice President of Economic Opportunity at the New Hampshire Community Loan Fund, a 34-year old nonprofit that has lent more than $260 million in New Hampshire for affordable housing, child care and economic opportunities. The Community Loan Fund shapes its capital to its borrowers’ needs. This is possible because more than 600 individuals and organizations invest in its shared-risk pool. Those Opportunity NH Investments provide a flexible source of capital that can be deployed with patience, creativity and customized training or education that sets the borrower up for success. Some investors who seek more-direct local lending and a higher risk/reward profile have joined us in business deals that were too large for us to do alone. These co-investments allow us to fill more capital gaps and help investors deploy more capital, locally, in ways that reflect their values and impact goals.
Kate Huntington, Managing Director, Athena Capital
Kate is a Managing Director focusing on alternative investments. She is a co-head of Athena’s research and manager selection team across asset classes. She previously worked as a Consulting Associate at Cambridge Associates where she supported Consultants in managing, advising on, and reporting on a variety of institutional client investment portfolios. Kate started her career as a Research Analyst at Stonebridge Associates, a real estate investment and advisory firm, and then transitioned to economic consulting with both Capital Economics and LECG where she was an Economist/Consultant providing economic analysis and market research to support high-profile anti-trust litigation. She has also worked in the global equity research group at Fiduciary Trust. Kate currently holds the Series 65 license.
Kate has a BA in Economics from the University of Virginia and received an MBA from Yale School of Management.
Bruce Kahn, Portfolio Manager, Sustainable Insight Capital Management, and Confluence Board Member
Bruce has over 26 years of experience in environmental and investment research and management. Currently, Bruce is the Portfolio Manager at Sustainable Insight Capital Management. Previously, Bruce was a Director in Deutsche Bank’s Asset Management division where he acted as an investment strategist conducting high-level analytical research on sustainable investing including clean tech, water and agricultural-based investment strategies as well as ESG/SRI strategies. Prior to that, he managed assets at Smith Barney's Private Wealth Management Group in sustainable investments including agri-business and clean tech for Foundation/Endowment, HNWI and Institutional clients. Bruce currently serves as a Trustee and Chair of the Finance Committee of the Robert and Patricia Switzer Foundation, and previously served on the Finance committee of the Christopher Reynolds Foundation and as Trustee of the Jesse Smith Noyes Foundation. He also serves as a member of the Board of Visitors for the Gaylord Nelson Institute of Environmental Studies at the University of Wisconsin, Madison and is on the Technical Review Panel of National Renewable Energy Laboratory. Recently Bruce has joined the Advisory Council of the Sustainability Accounting Standards Board and serves on the Advisory Panel of Mercer Investment Consulting and Management’s Sustainable Opportunities Fund. Bruce is a recipient of both a J. William Fulbright Scholarship and a National Science Foundation Fellowship in ecological economics and served in the United States Peace Corps in the Republic of Cameroon, (1989-1993). Bruce holds a BA in Ecology & Evolutionary Biology from the University of Connecticut; MS in Fisheries and Allied Aquacultures from Auburn University; PhD in Land Resources from University of Wisconsin, Madison. Bruce currently is a Lecturer of Finance, Statistics and Agriculture courses at Columbia University’s Earth Institute in the Sustainability Management Program.
Margot Kane, CIO and CFO, Closed Loop Partners
As chief investment and financial officer, Margot manages the investment activity of Closed Loop Partners, a fund manager which invests in solutions in the circular economy, with a focus on sustainable consumer goods, circular supply chains, and advanced recycling technologies. Closed Loop Partners launched their first fund, Closed Loop Fund, in late 2014 with commitments from retailers and consumer goods companies, and will invest up to $100 million by 2021 in projects, companies and cities expanding recycling access, capacity, and recycled material innovation. Closed Loop Ventures was launched in 2016 to provide growth equity to early stage ventures with promising circular solutions to costly linear product supply chains, such as materials innovation and supply chain waste reduction. Closed Loop Foundation, also established in 2016, provides research and grant solutions aimed at bottlenecks facing circular supply chains and investment activity in the circular economy.
Margot joined Closed Loop from Calvert Impact Capital (formerly Calvert Foundation), where she led strategy and innovation, and developed investment partnerships with a wide array of institutional investors and philanthropic partners. She previously worked in a commercial lending capacity at NCB Capital Impact focused on developing low-income communities, and spent several years working for Pathfinder International, an NGO specializing in women’s health in developing countries. Margot earned her M.B.A. from University of California-Berkeley and a B.A. from Macalester College in St. Paul, Minnesota. She is also on the advisory board of Transform Finance, and lives in Brooklyn with her husband and two children.
Danny Kennedy, Managing Director, California Clean Energy Fund (CalCEF)
Danny Kennedy is a pioneer in clean energy and innovation, managing director of the California Clean Energy Fund, and president of CalCharge, a membership consortium that drives breakthroughs in energy storage technology. In 2007, Mr. Kennedy co-founded Sungevity, Inc., the country’s largest privately held solar company. He also co- founded Powerhouse, the only incubator and accelerator focusing solely on supporting solar entrepreneurs. Mr. Kennedy serves on the boards of VoteSolar, the Solar Foundation in Washington, D.C., and several solar startups, including Powerhive in Kenya and Sunergise in Fiji. He is the author of the clean energy manifesto Rooftop Revolution: How Solar Power Can Save Our Economy—and the Planet—From Dirty Energy. Working in collaboration with other groups, he spearheaded Sungevity’s Solar on the White House campaign, which resulted in the Obama administration’s decision to place solar panels on the First Family’s residence.
Sonia Kowal, President, Zevin Asset Management
Sonia Kowal is the president of Zevin Asset Management, with responsibility for corporate matters, business practices, strategic planning, and marketing. She is also a member of the firm's investment committee, where she incorporates sustainability issues into investment decision making. She oversees environmental, social, and governance research, proxy voting, and the corporate engagement strategies of the firm.
Previously, Sonia headed Ethical Investment Research Services' (EIRIS) U.S. office and was a portfolio manager and investment research analyst at Baillie Gifford in Scotland, where she had responsibility for investments in Emerging Markets. Sonia holds a BS in Zoology from the University of Edinburgh and an MS in Investment Analysis from the University of Stirling, Scotland. She is currently on the board of ICCR – the Interfaith Center on Corporate Responsibility, a coalition of faith and values- driven organizations who view the management of their investments as a powerful catalyst for social change. She is also a mentor for disadvantaged youth through Year-Up. When not investing with impact or shaping the progressive minds of tomorrow, Sonia practices and teaches Ukrainian egg art (pysanky) in “a pretty hardcore way”.