Lisa Renstrom, Trustee, Bonwood Foundation, and Chairman of the Board at Confluence Philanthropy
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.
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 served as an Adjunct Faculty Member in the Antioch University Sustainable MBA program, teaching Ecological Economics for Social Entrepreneurs from 2007 to 2015. Jeff lives in Northampton MA, with his wife and three children.
Delilah Rothenberg, Managing Director, Pegasus Capital
Delilah Rothenberg is an ESG and impact specialist with over 13 years of experience in financial services and over 9 years focused on developing countries, including application of the Equator Principles and IFC Performance Standards. At Pegasus, Delilah provides advisory services focused on integration of ESG best practices into the investment process, impact strategy, and supports investor relations initiatives. Delilah has worked with firms in the following sectors: private equity, banking, palm oil and agribusiness, infrastructure and real assets, personal care, food and beverage, and education. Companies include Impala Energy, Citigroup, PepsiCo, Tiossan, Zephyr Management, Herakles Capital, Black Rhino, and the African School of Economics, to name a few. She has been an active contributor to USAID’s initiatives related to responsible land-based investments in developing countries, as well as Bpeace, She is a Board Member of Invest Africa US, a member of the UN Principles for Responsible Investing (PRI) Supply Chains Working Group, the Global Impact Investing Network (GIIN) Holding Company Working Group, and serves on Pegasus’ ESG Working Group and Sustainability Committee.
David F. Sand, Chief Investment Strategist, Community Capital Management
David has more than 35 years of investment management experience and is a trailblazer in the socially responsible/impact investing arena. In 1994, he co-founded Access Capital Strategies and served 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 then worked as a consultant to Community Development Financial Institutions (CDFI’s), non-profits and social enterprises. David serves on the following boards: New York Advisory Board for Enterprise Community Partners, Croatan Institute, and AERIS®: The Information Service for Community Investors. He is also a former board member of U.S. SIF: The Forum for Sustainable Investment. David received his A.B. in American History from Princeton University and an M.P.A from the Kennedy School of Government at Harvard University. He holds FINRA licenses: Series 7 & 63.
Tom Sargent, Founding Board Member: New Field Foundation, Tamalpais Trust, Kalliopeia Foundation
Tom spent the last 30 years working on innovative community-oriented projects that bring to life underutilized urban areas. As a founding principal of Equity Community Builders LLC (ECBSF.com) since 1993, he has led the development of award winning projects such as the Thoreau Center for Sustainability and the Cavallo Point Lodge. The firm is committed to responsible locally based development, and directly developed or managed over $600 million in historic rehabilitation, non-profit multi-tenant centers, affordable housing and green building projects. Tom also participates actively as an advisor to the non-profit sector and as an investor in social enterprises through his investment firm- Highlands Associates (HighlandsSRI.com)- which has focused on sustainable agriculture and forestry, renewable energy, and local community food systems and building enterprises. He believes that public/private partnerships and creatively structured, patient capital investment strategies provide significant opportunities for serving both human and natural communities, and has successfully invested in several dozen community oriented companies and non-profit organizations.
Rebekah Saul Butler, Co-Executive Director, Grove Foundation
Rebekah Saul Butler is Co-Executive Director of the Grove Foundation, where she leads the Foundation’s transition to mission aligned investing, co-manages operations, and oversees the Foundation’s environment, health and safety-net grantmaking. Prior to her work at the Foundation, she was a healthcare-focused strategy and operations consultant with Deloitte Consulting. She spent the beginning of her career as a policy associate at The Guttmacher Institute, where she was managing editor of the Guttmacher Report and spearheaded policy analysis on a range of subjects. Rebekah has served as chair of Funders for Reproductive Equity, on the steering committee of the Bay Area Workforce Funders Collaborative, and as an adolescent health expert on panels for the U.S. Department of Health and Human Services. She earned an AB in Sociology and Spanish from Stanford University and an MBA and MPH from UC Berkeley, where she helped launch the Global Social Venture Competition.
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.
Jason Scott, Co-Managing Partner, Encourage Capital
Jason Scott is a Co-Managing Partner and on the Board of Directors of Encourage Capital. He was a co-founder of EKO. Jason is a member of the Investment Committee of the EKO Green Carbon Fund. Prior to EKO, Jason was a founding Director and investment analyst at Generation Investment Management, co-founded by David Blood and former Vice President Al Gore, Jr. As its first employee, Jason helped build the firm and its first and second products, investing in global listed equities and climate change solutions respectively. From 1999 to 2004, Jason worked with Acumen Fund, Flatiron Future Fund/Foundation and New Philanthropy Capital. From 1996-1999, Jason was President of a NYC-based software company. Previously, Jason helped found and build Public Allies, a youth and community development organization. In 1998, the Rockefeller Foundation selected Jason as a fellow in its Next Generation Leadership Program. He co-founded Cleantech for Obama and served on several transition advisory boards for the Obama Administration and is currently on the boards of Oil Change International, the Frankfurt Zoological Society and Public Allies. Jason also co-founded and jointly leads a network of family offices investing in Cleantech, Renewables and other Environmental Opportunities (called the CREO Syndicate). Jason graduated from Duke University cum laude and has an M.B.A. with honors jointly from Columbia and London Business Schools.
Ruth Shaber, M.D., President, Tara Health Foundation
Ruth Shaber MD is the founder and president of Tara Health Foundation, which promotes health, well-being and opportunity for women and girls through innovative evidence-informed programs. The foundation demonstrates the creative use of philanthropic capital to solve social problems.
Ruth had a robust career as a clinician and executive at Kaiser Permanente from 1990 to 2012. Her positions included chief of Obstetrics and Gynecology, director of Women’s Health for the Northern California division of Kaiser Permanente, founder of KP’s Women’s Health Research Institute and the Medical Director at the Kaiser Permanente Care Management Institute from 2007 to 2012.
Ruth is on the Medical Advisory Committee for Planned Parenthood Federation of America.
Shuaib Siddiqui, Director, Impact Investing, Surdna Foundation
Shuaib A. Siddiqui serves as the Director of Impact Investing at the Surdna Foundation where he manages Surdna’s impact investing portfolio, leading an effort to better align the foundation’s investment policies and practices with its mission. He works with the program teams to investigate ways to realize both social and financial returns through program and mission related investing.
Prior to Surdna, Shuaib spent 9 years at Acumen where he most recently was the Director of Global Portfolio. He managed the organization’s global investment process, management of its global investment committee, and helped manage is $100m portfolio. He also directly managed a portfolio of companies and represented Acumen’s investment on several boards. Acumen, an impact investing pioneer, raises charitable donations and investor capital to invest in companies, leaders, and ideas that are changing the way the world tackles poverty.
Prior to Acumen, Shuaib worked for two years in the Quantitative Alpha Generation Group at Citadel Investment Group, a hedge fund based in Chicago, where he focused on developing trading strategies utilizing fundamental company data. Prior to that, he was an Assistant Vice President at Merrill Lynch working on The Global Analytic and Thematic Research team. He holds a BA in Economics from New York University.
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.
Katherine St. Onge, Investor Relations Senior Officer, Calvert Impact Capital
Katherine St. Onge is a Senior Officer on the Investor Relations team. She is responsible for managing relationships with individual investors, foundations, institutions and financial advisors to increase their understanding of Calvert Impact Capital’s impact investing products and services. Prior to Calvert Impact Capital, Katherine worked at the Aspen Institute where she focused on building entrepreneurial and early-stage investment ecosystems in the Middle East and North Africa. She also worked for Louisiana Economic Development, crafting policies and strategies to enhance the state’s economic competitiveness, and Goldman Sachs, managing both equity and fixed-income investment products. She received her Bachelor’s Degree in economics and mathematics from Bucknell University and her M.B.A. from the Wharton School at the University of Pennsylvania.
Julia Sze, Founder, Zebra Impact Advisors
Julia W. Sze, CFA is a strategic leader in the impact investing and social entrepreneurship fields, with over 25 years of experience in investment management, asset allocation, portfolio construction, risk management, and due diligence. Since 2008, Julia has worked with individuals, family foundations and family offices to translate mission and values into an effective investment strategy. She has used the rapidly expanding set of financial tools to implement a full spectrum of mission mandates from financially competitive to high impact concessionary deals. She has been an active speaker and thought leader in the field, speaking at numerous conferences and providing educational content for programs all over the world. Julia serves on the board of New Resource Bank, a B Corporation and member of the Global Alliance on Banking on Values, and as an advisor to Global Social Venture Competition at UC Berkeley's Haas School of Business.
Diana Trump, Trustee and Treasurer, Penney Family Fund
Diana Trump is a Trustee and the Treasurer of the Penney Family Fund, a Berkeley-based foundation supporting human rights advocacy, government accountability, and environmental sustainability. The foundation’s main focus is on green jobs creation and youth-led efforts to improve the health and sustainability of local communities. As Treasurer, Diana has overseen the transition of the foundation’s corpus to a fully screened portfolio devoid of carbon-intensive assets. In her professional life, Diana is a Marketing Manager with the venture-backed analytics startup, Heap. Diana is based in San Francisco and received her B.A. from Duke University.