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.
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.
Zach McRae, Program Associate, San Francisco Foundation
Zach McRae is a Program Associate at The San Francisco Foundation. As an Program Associate, his responsibilities range from assisting senior staff in the strategy development of program initiatives and/or special projects, conducting research and evaluation for funding opportunities and provide recommendations for funding opportunities, to serving as a liaison with community partners and key stakeholders. Zach works between the Anchoring Communities and Expanding Access to Opportunity Pathways at The San Francisco Foundation to help bridge collaboration within the Foundation to achieve its goal of improving regional racial and economic equity.
At The San Francisco Foundation, Zach leads and coordinates specific issue areas of expanding access to careers in sustainable wage jobs in technology and utilities/infrastructure sectors for all Bay Area residents, Community Benefits Agreements (CBAs), criminal justice reform, education equity, anti-displacement and affordable housing strategies, and supporting small business development. Zach also leads and coordinates the partnerships between different public agencies and The San Francisco Foundation.
Jamie Merisotis, President and CEO, Lumina Foundation
Jamie Merisotis is a globally recognized leader in philanthropy, education, and public policy. Since 2008, he has served as president and CEO of Lumina Foundation, an independent, private foundation that is committed to making opportunities for learning beyond high school available to all. He previously served as co-founder and president of the nonpartisan, Washington, DC-based Institute for Higher Education Policy, and as executive director of a bipartisan national commission on college affordability appointed by the President and Congressional leaders. Merisotis is the author of the widely-acclaimed book America Needs Talent, named a Top 10 Business Book of 2016 by Booklist.
He is frequently sought after as a media commentator and contributor. His writing has appeared in The Washington Post, The New York Times, The Wall Street Journal, National Journal, Stanford Social Innovation Review, The Washington Monthly, Huffington Post, Politico, Roll Call and other publications.
His work includes extensive global experience as an adviser and consultant in southern Africa, the former Soviet Union, Europe and other parts of the world. A respected analyst and innovator, Merisotis is a member of the Council on Foreign Relations in New York.
He is the recipient of numerous awards and holds honorary degrees from several colleges and universities. Merisotis also commits his time and energies as trustee for a diverse array of organizations around the world. He chairs the board of The Children’s Museum of Indianapolis, the world’s largest museum for children, and holds leadership positions on the boards of his alma mater Bates College in Maine, the Council on Foundations in Washington, DC, Anatolia College in Greece, and the UK-based European Access Network. He lives with his wife Colleen O’Brien and their children Benjamin and Elizabeth in Indianapolis.
Carlos Michel, Principal & Vice President, Fondo de Fondos
Carlos has over 15 years´ experience investing and financing energy related projects via Private Equity and Venture Capital. He is the Principal of Investments at the Mexico Energy Fund of Funds LP. & The Latam Social Impact Fund. Carlos is also the President and Founder of “The Pale Blue Dot AC”, a Non-profit organization focused on the electrification of rural communities in Mexico in order to detonate social development in education and women empowerment. He is an Independent Board Member of Inventive Power SA, one of the most successful solar energy start-ups in Mexico with international awards such as the INTEL Global Challenge & the “2013 Best Green Energy Business” by the Inter-American Development Bank. He works as pro-bono mentor of Social Entrepreneurs for programs like “Momentum Project” by BBVA & New Ventures Exponential. Carlos holds a Bachelor ́s Degree in Finance from ITESM & a Masters in Finance by the CASS Business School in London.
Sarah Milne, Vice President, Advancement, As You Sow
Sarah Milne is Vice President, Advancement at As You Sow, the nation’s leading non-profit practitioner of shareholder advocacy as a means to move corporations toward stronger social and environmental business practices. Through shareholder resolutions and other strategies, we seek to transform the way corporations do business. We have initiatives in climate change, ocean plastics, antibiotics, safe food, CEO pay, and modern slavery/forced labor; we are creating online transparency tools that enable investors to understand the ESG impacts of mutual funds, in the areas of gender, fossil fuels, tobacco, palm oil and deforestation, and weapons; and we work to encourage all shareholders to exercise their power by voting their proxies.
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.
Belinda Morris, Program Officer in Conservation and Science, The David and Lucile Packard Foundation
Belinda Morris joined the Packard Foundation in 2014 and is the program officer for Climate and Land Use subprogram in the Conservation and Science program. She oversees grantmaking for the Foundation’s efforts to reduce greenhouse gas emissions resulting from global deforestation and unsustainable agricultural practices across the world. Belinda has worked for over 15 years on market-based incentives for reducing greenhouse gas emissions and conserving natural resources in the U.S. and abroad. Prior to joining the foundation, she was the California Director for the American Carbon Registry (ACR), an enterprise of Winrock International and a leading carbon offset program, where she was responsible for guiding ACR’s activities in California’s carbon market. She has also worked for organizations including the Environmental Defense Fund, The Nature Conservancy, and the World Wildlife Fund on forest, wetland, and water conservation, agricultural greenhouse gas emissions reduction, and the design of market based approaches to conservation. She has experience working in Africa, Europe, Central Asia, Indonesia, and the United States. Belinda received a Master of Science in Environmental and Resource Economics from University College London, and a Bachelor of Arts in Political Science from the University of North Carolina at Chapel Hill. She serves on the board of Ag Innovations Network.
Rick Moss, Managing Director, Better Ventures
Rick thrives on helping startups succeed. He can often be found at the whiteboard working through business models, organization building, customer engagement metrics or product road maps. He has over a decade of technology and entrepreneurship experience at The Modem Shop (which he founded) and Kleiner Perkins-backed WineShopper.com (acquired by Wine.com) and corporate venture capital experience with Oracle and Sun Microsystems. He holds a BA from Trinity College and an MBA from the Amos Tuck School at Dartmouth College. Rick believes passionately that technology should be used to address the world's most important problems. He lives in Oakland, CA with his wife and two kids, is an avid cyclist and a craft beer enthusiast.
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.
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.
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).
Steven Oliver, President, Oliver & Company
Steven H. Oliver is President of the award-winning construction and development firm Oliver & Company based in Richmond, CA, which has built over a thousand buildings in the Bay Area, including the California College of the Arts in Oakland and San Francisco, Berkeley Repertory Theatre, and the Charles M. Schulz Museum in Santa Rosa. A well-known arts philanthropist, advocate, and civic leader in the Bay Area, Mr. Oliver is the former Chairman of the Board of the San Francisco Museum of Modern Art and currently serves as Chairman of the Board for the United States Artists and Chairman of the Board for Community Arts Stabilization Trust (CAST). He’s also served as Former Chairman (and currently as a Board Trustee) for the California College of the Arts, the National Endowment for the Arts and the Oakland Museum of California. Mr. Oliver has also served on the boards of the Smithsonian’s Hirshhorn Museum and Sculpture Garden and the Artists’ Legacy Foundation. Steven Oliver and his wife, Nancy, are respected collectors of contemporary art. They display one of the nation’s most renowned private collections of site-specific art at their northern California home, Oliver Ranch. The Oliver Ranch Foundation website is www.oliverranchfoundation.org
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.
Gerald (Gerry) Pambo-Awich is a Director of Strategic Initiatives & Impact Investments at Prudential Financial. In this dual role, he focuses on initiatives to influence the future of Prudential’s International Insurance business, and leads the Education & Africa strategies for Prudential Impact Investments with responsibility for sourcing, underwriting and managing investments that meet Prudential’s social value criteria while providing risk-adjusted financial returns. Prudential Impact Investments manages a portfolio of more than $700 million in investments and has a goal of building a $1 billion portfolio by 2020. Prior to this role, Gerry worked in Prudential’s Corporate Development team, which is responsible for all acquisitions and divestitures in the company. Gerry begun his career at Goldman Sachs & Co, followed by investment roles at early stage venture capital and growth equity firms including Bridges Ventures, and Kapor Capital. In all these roles, he was focused on creating and analyzing risk/return profiles so at to recommend or advise senior management on proposed investments. Gerry received his MBA from Harvard Business School and his Bachelor of Arts degree in Computer Science from Bard College, where he was a Distinguished Scientist Scholar. Gerry serves on the Board of Governors of Bard College and Board of Directors of BridgeEdu.
Billy Parish, CEO, Mosaic, Inc.
Trevor Parham, Founder & Director, Oakstop
Trevor is an artist, entrepreneur, and real estate developer. He is founder of Oakstop; an award-winning place-based enterprise in Downtown Oakland, providing three floors of coworking and event space for artists, entrepreneurs, nonprofits, educational organizations, corporations, and community activists.
Previously, Trevor was communications strategist for the Strategic Urban Development Alliance (SUDA), leading a capital campaign for a $1B development encompassing three million square feet of retail, hospitality, and dining anchored by the historic 356,000 square foot SEARS building. As a creative professional, Trevor was Creative Director for Mitchell Kapor, overseeing brand development and communications strategy for an impact investing firm, as well as providing creative services to a foundation, multiple nonprofits, and a portfolio of impact oriented tech startups. Trevor graduated from University of Pennsylvania School of Design, with a B.A. in Fine Arts, receiving the 2005 Senior Award; the highest award in his graduating class.
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.
Erin Patch, Chief Operating Officer, The Unity Council
Erin Patch is a passionate and strategy oriented leader who has dedicated her career to developing and implementing solutions to social justice issues. As the Chief Operating Officer (COO) of The Unity Council (TUC), Patch has made it a priority to increase staff development and programs sustainability. Patch’s ultimate goal is to strengthen the organization so that it can better serve future generations in Oakland and the East Bay.
Patch is responsible for the strategic direction of the organization’s 300 dedicated staff and $20 million annual budget, providing holistic support services to over 8,000 individuals and families, including high-quality early education, pioneering youth programming, robust senior citizen services and financial and career empowerment.
Over the last five years, Patch’s strategic direction has contributed to the organization’s financial growth, including a reinvigoration of the business model and real estate portfolio. She has been instrumental in:
· Identifying new revenue streams and growth opportunities for the organization.
· Ensuring cost-effective program implementation and seamless program integration.
· Overseeing sustainability measures for all assigned programs.
· Increasing staff engagement and productivity within the organization.
· And most recently developing a five-year strategic plan for the organization.
Patch has lived in Oakland for the past 20 years and is committed to having an impact in the city she calls home. Patch is a recognized leader with a longstanding career in the Bay Area. She started her career in affordable housing 15 years ago at Affordable Housing Associates in Berkeley. Patch is also the co-founder of a nonprofit that seeks to make assistive robotic technology widely available.
Patch holds a Bachelor of Arts in Urban Studies, City Planning from San Francisco State University where she was the Assistant of the Chair of Urban Studies Department and co-authored SFSU Environmental Audit.
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.
Shilpa Patel, Director of Mission Investing, ClimateWorks Foundation
Shilpa Patel is Director of Mission Investing at ClimateWorks Foundation. She works with partner foundations on the design and implementation of mission investing strategies and programs focused on climate change mitigation. Shilpa has a development banking, project finance and climate policy background. She started her career at the World Bank, where she worked on private sector development across a number of sectors, regions, and economies in transition, and headed the International Finance Corporation’s work on climate strategy and metrics, including understanding the climate change impacts of its activities, as well as the impacts of climate change on private business and IFC’s operations. She has also consulted with a number of organizations on climate finance.
Ms. Pedicini is an Executive Director at Perella Weinberg Partners and co-leads the Mission-Aligned Investment efforts of the firm. She is responsible for managing client relationships with a focus on impact investing and integrating environmental, social, and governance (ESG) issues into Agility’s investment process. She is also a member of the Agility Investment Committee.
Ms. Pedicini has more than 9 years of experience working with institutional investors on impact investing and ESG issues. Prior to joining Perella Weinberg Partners, Ms. Pedicini was at Harvard Management Company from 2013 to 2015, where she most recently served as Vice President of Sustainable Investing responsible for leading Harvard’s sustainable investing strategy and integrating ESG issues into its investment process. She was previously an Investment Officer at the California Public Employees’ Retirement System (“CalPERS”), where she led the development and implementation of a variety of strategic ESG integration initiatives across the investment fund. Before working in the U.S., Ms. Pedicini worked in London for the UN Principles for Responsible Investment where she led shareholder engagement initiatives between institutional investors and public companies on social issues including boardroom gender diversity, and labor practices and human rights in global supply chains. Ms. Pedicini began her career as a Global Risk Analyst at Verisk Maplecroft.
Ms. Pedicini earned an MPhil in Comparative Social Policy from the University of Oxford, an MSc from the University of Amsterdam, and a B.A. from Antioch University. She holds the CFA Society of the UK, Investment Management Certificate. She previously served on the Standards Council of the Sustainability Accounting Standards Board in San Francisco.
Susan Phinney Silver, Mission Investing Director, David and Lucile Packard Foundation
Susan Phinney Silver is the Mission Investing Director at the David and Lucile Packard Foundation. She oversees the Foundation’s $180 million mission investing program, which targets a range of loan and equity investments in the fields of: environmental conservation, climate change, oceans/fisheries, U.S. health care access, international reproductive health and rights, children’s education and issues in the U.S., and local Bay Area initiatives. Before joining Packard, Susan consulted with the MacArthur Foundation and California Community Foundation on their PRI programs, among other social investment and nonprofit clients. For 13 years previous to that, at The Development Fund in San Francisco, she led the creation of innovative financing programs that generated over $600 million in new private investment nationally from banks, insurance companies, and other corporations for funds targeted to: affordable housing, community economic development, and environmental clean-up. Earlier in her career, Susan was an overseas auditor for Catholic Relief Services in Africa, and a consultant with McKinsey & Company in New York. She has an undergraduate degree from Princeton and an MBA from Yale School of Management. She enjoys exploring nature with her family, including hiking, camping, and kayaking.
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.
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.