David 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.
Lisa Renstrom, Trustee, Bonwood Social Investment, and Confluence Board Member
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.
• Lorenzo J. de Rosenzweig Pasquel, Executive Director, Fondo Mexicano para la Conservación de la Naturaleza, A.C
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.
Diana Trump, Trustee and Treasurer, Penney Family Fund, and Confluence Board Member
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.