Dana Lanza, CEO, Confluence Philanthropy, and Confluence Board Member
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.
Teri Lovelace, President, LOCUS Impact Investing
Teri Lovelace is President of LOCUS Impact Investing, a social enterprise empowering place-focused institutions to invest their assets locally to build vibrant and prosperous communities. LOCUS is a nonprofit consulting firm and registered investment advisor assisting clients who are engaged in place-based impact investing. Teri has over 27 years in the philanthropic, mission investing and the nonprofit sector. She served as Chief Impact Officer & Senior Vice President for Virginia Community Capital (VCC), the parent company of LOCUS. At LOCUS, Teri is responsible for all aspects of mission impact consulting and capital deployment where place-focused institutions can invest in their communities to earn both a financial as well as a social return. Prior to joining VCC and LOCUS, Teri served in senior leadership role at the Community Foundation serving a greater Richmond where she worked with high net worth donors on their complex charitable giving portfolios.
Teri has a law degree from the University of Richmond, her undergraduate degree from the University of Virginia and an MBA from Virginia Commonwealth University. She is also a member of the Virginia State Bar and holds a Series 65 license.
Peter Martin, Director of Philanthropy, Tides
As Tides' Director of Philanthropy, Peter partners with Tides' philanthropic clients to maximize their real-world impact through philanthropy, advocacy, and impact investing. Before joining Tides, Peter was a strategic philanthropic advisor to individuals and family foundations. In that role he helped establish new charitable entities and advised clients on their philanthropic plans, programmatic priorities, and grantmaking portfolios. He’s adept at working across a range of issues for clients, but is particularly driven by climate solutions, environmental justice, immigrant rights, and civic engagement. Previously, he served 15 years at the Sierra Club. In his role as executive director of the Sierra Club Foundation, he oversaw a $55+ million annual revenue and grants budget, advised donors on their philanthropic goals, led on impact investing, and partnered with board and staff leaders to plan and launch a multi-year Climate Recovery Partnership capital campaign.
Peter also has extensive nonprofit board experience. Most notably, he helped re-shape the board while serving as executive director of the Sierra Club Foundation and currently sits on the board of directors of Children for Change, a local nonprofit in Marin County committed to creating a new generation of global citizens, empowered with knowledge and empathy to create positive change in the world. His deep personal commitment to mobilizing philanthropy and investments to solve humanity’s biggest challenges makes him a natural fit with Tides.
Craig Metrick, Managing Director, Cornerstone Capital Group
Craig Metrick is Managing Director at Cornerstone Capital Group, where he oversees the firm’s manager review process and provides investment advisory services for institutional clients. Craig contributes to Cornerstone’s Investment Advisory business by helping to ensure the firm provides clients with a robust investment product solutions suite and by leading and supporting advisory relationships with our foundation, endowment and family office clients.
Previously, Craig was Principal and US Head of Responsible Investment at Mercer, working with a variety of clients — from multibillion-dollar pension plans to smaller institutions. For 18 years, he has consulted on implementing responsible investment principles and mandates. Before joining Mercer in 2006, Craig was a Director at the Investor Responsibility Research Center (IRRC), which provided ESG research to institutional investors.
Craig serves as the Chair of the Board of the US Forum for Sustainable and Responsible Investment (US SIF) and is a Chartered Alternative Investment Analyst.
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.
Matthew Patsky, CEO & Managing Partner, Trillium Asset Management
Matthew Patsky is CEO, Managing Partner, and a Portfolio Manager at Trillium Asset Management. He leads Trillium’s Sustainable Opportunities strategy and has over three decades of experience in investment research and investment management.
Matt began his career at Lehman Brothers in 1984 as a Technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate ESG factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Matt was most recently at Winslow Management Company in Boston, where he served as Director of Research, Chairman of the Investment Committee, and Portfolio Manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.
Matt is currently on the Boards of the Environmental League of Massachusetts, Shared Interest and Pro Mujer. He has also served on the Boards of US SIF and Root Capital. He is a member of the Social Venture Network (SVN) and the CFA Society Boston. Matt holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.
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.
Regan Pritzker, Board Member, 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.