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.
Deb Nelson, Vice President of Client and Community Engagement, RSF Social Finanace
Vice President, Client and Community Engagement, RSF Social FinanceDeb Nelson leads RSF’s Integrated Capital Fellowship, Women’s Capital Collaborative, and field building activities. Deb landed at RSF after winding career paths in community development, retail, financial services and nonprofit networks. She is passionate about economic justice, women’s empowerment, and courageous leadership. Deb was executive director of Social Venture Network (SVN), a community of mission-driven entrepreneurs and impact investors, for 15 years. Deb also worked for Working Assets/CREDO Mobile and American Express, and served as a Peace Corps volunteer in Cameroon. Deb has a BA in English from Northwestern University and an MBA from the Kellogg Graduate School of Management. When she’s not at RSF, she enjoys exploring the Bay Area with her sons.
Lisa Mensah, President and CEO, Opportunity Finance Network
As President and CEO of Opportunity Finance Network (OFN), the nation’s leading network of Community Development Financial Institutions (CDFIs), Lisa Afua Serwah Mensah expands sources of capital and provides greater visibility for CDFIs. Under her leadership, OFN helps CDFIs leverage public funding with private investment from mainstream financial institutions, socially responsible investors, and philanthropic partners in distressed communities across America. Mensah joined OFN in March 2017 bringing private and public sector expertise in using financial tools to improve the economic security of the working poor.
In 2014 Mensah was nominated by President Obama and confirmed by the US Senate for the position of Under Secretary of Agriculture for Rural Development. In this role, she managed a loan portfolio of $215 billion, directing annual investments of $30 billion in critical infrastructure for rural America. Mensah achieved record levels of productivity and developed new partnerships with private and philanthropic partners to generate $120 million in private grants and loan guarantees for persistently poor rural communities.
Before her appointment as Under Secretary, Mensah was the founding Executive Director of the Initiative on Financial Security at The Aspen Institute where she led a national bi-partisan effort with leaders of financial institutions, non-profit executives and experts to promote savings, homeownership, and retirement policies and products. Mensah began her career in commercial banking at Citibank before joining the Ford Foundation where she was responsible for the country's largest philanthropic grant and loan portfolio of investments in rural America.
Mensah, who divides her time between OFN’s Philadelphia headquarters and Washington D.C. office, holds an M.A. from the Paul H. Nitze School of Advanced International Studies of The Johns Hopkins University and a B.A. from Harvard University. Born in Oregon, she is the daughter of an immigrant from Ghana and a former Iowa farm girl. She resides in Maryland with her husband and two children.
Lorenzo J. de Rosenzweig Pasquel, Executive Director, Fondo Mexicano para la Conservación de la Naturaleza, A.C, Confluence Board Member
Lorenzo J. de Rosenzweig Pasquel has 30+ years of experience in the environmental and conservation finance field. As President of the Mexican Fund for the Conservation of Nature (a $125m endowment Conservation Trust Fund) for more than 22 years, and Chairman of the Mesoamerican Reef Fund (a $25m endowment Regional Conservation Trust Fund) for more than 10 years, he has acquired extensive experience in fundraising and execution of capital campaigns, and the operation and funding of biodiversity conservation, environmental research, regional development and capacity building projects. He has also contributed to the design and incorporation of learning and practice networks for the National Environmental Funds of Latin America and the Caribbean (RedLAC) and 3 additional communities of practice in fire management protected areas and marine conservation.
He is a member of several boards and advisory councils, including the Conservation Finance Alliance (CFA) Executive Committee, The Mexican Institute for Competitiveness (IMCO), The Mesoamerican Reef Fund, The Healthy Reefs Initiative, The Fund for Communication and Environmental Education, the Lindblad Expeditions-National Geographic Conservation and Exploration Fund, and the International Institute for Environment and Development (IIED). In the latter, he brings the Latin American perspective to development issues linked to biodiversity and natural resources.
Lorenzo has a B.S. degree in Biochemistry and Engineering from the Monterrey Technological Institute (ITESM) and a Master in Science degree in Marine Biology and Seafood Technology from Oregon State University. Fields of expertise include biology, ichtiology, ornithology, natural sciences, environmental engineering, food science and toxicology, as well as financial investment and asset management. He is fluent in English and Spanish, has basic German skills and is a Certified Nitrox and Recreational Diver.
He has also contributed to more than 30 books and capacity building tools, and participated in 6 technical field guides as an illustrator and photographer of wildlife.
Will Morgan, Head of Impact, Sonen Capital
Will Morgan leads the effort to define, evaluate and report impact across Sonen Capital's public and private market investment strategies, as well as for Sonen's highly targeted and customized impact investment portfolios. Will provides top-down impact frameworks that inform the investment underwriting process, focusing on identifying thematic social and environmental outcomes and how those outcomes can be achieved through specific investment activities.
As part of communicating the results of Sonen's investments, Will works with underlying investments and managers to improve impact evaluation and measurement systems and processes to enhance the quality and depth of impact data reported to clients. Under Will's leadership, Sonen integrates third-party ESG data into public markets investment impact evaluation, as well as other emerging industry standards such as GIIRS, the Impact Reporting and Investment Standards (IRIS), the UN Sustainable Development Goals, and science-based targets.
Brianna is a Vice President and member of Trillium’s Shareholder Advocacy team and joined Trillium in 2010. Brianna’s responsibilities include engaging companies on environmental, social, and governance issues and public policy advocacy. Prior to Trillium she was a Portfolio Administrator at US Bank in Trust Services. Brianna earned a B.A. in Economics from the University of New Hampshire and an ALM in Sustainability and Environmental Management from Harvard University Extension School. She previously served on Bentley University’s Sustainability Advisory Board and was Board Treasurer of the IGLTA Foundation.
Greg Neichin, Director, Ceniarth
Greg is the Director of Ceniarth, a single-family office focused on funding market-based solutions that benefit underserved communities. Ceniarth primarily engages in rural, marginalized regions in sectors such as agriculture, energy, and financial inclusion.
Prior to Ceniarth, Greg served as Executive Vice President of Cleantech Group where he led the firm’s global advisory business helping investors identify and evaluate opportunities in energy and resource markets. He spent four years on the management team of GetActive Software, one of the earliest, online fundraising platforms for charities and political advocacy groups and co-founded PlaceVine, an online marketplace to fund independent film & media. Greg began his career as a consultant with Oliver Wyman.
Greg has a B.A. from Dartmouth College and an M.B.A. from the Wharton School at the University of Pennsylvania where he was a recipient of the Price Fellowship for studies in Entrepreneurial Management.
Simon Nicholson, Co-Director of the Forum for Climate Engineering Assessment, American University
Simon Nicholson is Assistant Professor and Director of the Global Environmental Politics program at American University. He also co-directs the Forum for Climate Engineering Assessment. The Forum is a leading research and public policy group focused on the social, legal, political, and ethical questions raised by climate engineering / geoengineering technologies (see www.ceassessment.org). Simon's research and public engagement focus on global environmental governance and emerging technologies. His most recent book (co-edited with Sikina Jinnah) is "New Earth Politics: Essays from the Anthropocene" (MIT Press, 2016).
Alison Omens, Managing Director, Programs and Strategic Engagement, JUST Capital
Alison Omens is the Managing Director of Programs and Strategic Engagement at JUST Capital. She oversees JUST Capital’s program and issue-related work, partnerships, and strategic engagement with companies, investors, foundations, and non-profits. Alison was most recently Advisor for Private Sector Engagement to U.S. Secretary of Labor Tom Perez, where she managed the inclusive capitalism strategy for the Secretary and the Obama Administration. She was also responsible for engagement on the Department’s future-of-work efforts and its ESG investing guidance. Previously, she was a Senior Advisor and Vice President at Outreach Strategies, a mission-driven energy and environmental strategic communications firm and the Director of Media Outreach for the AFL-CIO.
Alison is on the Board of Directors of JobsFirstNYC, a non-profit that expands opportunities for out-of-work and out-of-school youth and is on the Advisory Council of LitWorld, a non-profit that promotes youth literacy through storytelling. She is also the co-founder of Smash Squad, a network for professional women focused on doing well by doing good. Alison received a master of public administration degree from the Harvard Kennedy School and a B.A. from Scripps College.
Billy Parish, CEO, Mosaic, Inc.
Jameela Pedicini, CIO, Rockefeller Brothers Fund
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.
Purvi Patel, Special Projects Manager, Executive Staff, Self-Help Federal Credit Union
Purvi Patel is on the Executive Staff team of Self-Help Federal Credit Union, where she manages special projects and new initiatives intended to support the organization’s mission of creating and protecting wealth in under-served communities. Prior to working at Self-Help, Purvi served as a Senior Fellow with B Lab, where she worked with the NYC Economic Development Corporation to design and implement a city-wide campaign to support local businesses in improving their workplace practices and their social/environmental impact. Purvi practiced law for 7 years in the financial services sector and in government in NY, DC, and Puerto Rico. She holds a J.D. from Georgetown University Law Center.
Ai-jen Poo, Director, National Domestic Workers Alliance
Ai-jen Poo is the Executive Director of the National Domestic Workers Alliance (NDWA) and the Co-Director of Caring Across Generations. She is an award-winning activist, thought leader, and social innovator, and a leading voice in domestic workers’ rights and family care advocacy. As co-founder of the Domestic Workers United (DWU), a city-wide, multiracial organization of domestic workers, she helped lead the way to the passage of the nation’s first Domestic Workers Bill of Rights in 2010, historic legislation that extends basic labor protections to over 200,000 domestic workers in New York state. In 2011, Ai-jen co-created the national Caring Across Generations campaign to ensure access to affordable care for the nation’s aging population and access to quality jobs for the caregiving workforce. Ms. Poo’s numerous accolades include recognition as a 2014 MacArthur Foundation “genius” fellow, a 2013 World Economic Forum Young Global Leader, and was named to TIME magazine’s list of the 100 Most Influential People in the World in 2012, as well as Newsweek’s 150 Fearless Women list that same year. In 2015 she was recognized as one of Fortune.com’s World’s 50 Greatest Leaders and the NonProfit Times Power & Influence Top 50 lists in 2015 and 2016. Her work has been featured in many publications, including Marie Claire, The New York Times, Washington Post, TIME, Galmour, and CNN.com. She is the author of The Age of Dignity: Preparing for the Elder Boom in a Changing America.
Regan Pritzker, President, The Libra Foundation
Regan Pritzker is an elementary school teacher and mother of three teens. As chair of the investment committee of her family’s foundation, the Libra Foundation, Regan works to accelerate alignment of the invested assets with their mission to support transformative social justice. She also serves on the boards of Global Greengrants Fund and The Urban School of San Francisco. She holds a master’s degree in Developmental Education from the UC, Berkeley, and a bachelor’s degree in Art History from Stanford University.
Ellen Martin, VP of Impact and Reporting, Closed Loop Partners
As Vice President for Impact and Strategic Initiatives, Ellen is responsible for tracking progress and impact of the Closed Loop Fund portfolio, and generating actionable insights for investors, municipalities, and industry. For the Closed Loop Foundation, Ellen directs research, including recent studies on PET, glass and multi-family recycling. In 2017, she led an industry-wide study on the capital landscape for circular infrastructure in the US. Ellen brings considerable experience in management consulting, partnership development, research and evaluation to Closed Loop Partners. She spent 6 years as a strategy consultant with FSG, the social impact consulting firm co-founded by Harvard Business School professor Michael Porter. Her clients included Fortune 500 companies, philanthropic foundations, governments, and national nonprofit organizations. She also directed learning and knowledge exchange for members and partners of FSG’s Shared Value Initiative, including Walmart, Nestlé and Coca-Cola, among others. During this time, she led the research team behind Fortune Magazine’s inaugural “Change the World” list, featuring $1Bn+ companies addressing global challenges through profitable business models.