2023 Speakers

2023 In-Person, Advisor-Focused Summit

October 8-11, 2023 | Omni Interlocken Hotel, Broomfield, CO

This Week's Speaker Highlights

2023 Speakers

Akasha Absher

Co-President, Syntrinsic, LLC.

Akasha Absher is the Co-President of Syntrinsic, LLC a national investment firm that provides investment advice and strategic consulting to foundations, endowments, nonprofits, and the people affiliated with them. She serves on the firm’s Investment Committee and oversees the firm’s efforts to provide investment advice and strategic consulting to clients.

Akasha’s background includes investment consulting, investment banking, fixed income trading, risk management and nonprofit leadership, which gives her a unique blend of expertise and experience to work with clients to invest all resources with mission and business strategy. Prior to joining Syntrinsic, she spent many years as a portfolio manager and research analyst at Lucidus Capital Partners and Caxton Associates. Prior to that, she was Vice President and senior publishing analyst at JP Morgan.

Samuel Adams

Chief Executive Officer and Co-founder of Vert Asset Management

Sam also chairs the Investment Research Group. Sam has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia.

Sam is the author, with Larry Swedroe, of ‘Your Essential Guide to Sustainable Investing’.  He sits on the Education Committee of the Forum for Sustainable and Responsible Investment (US SIF), and is member of the Plan Sponsor Council of America’s Investment Committee.

Prior to launching Vert, Sam spent 20 years at Dimensional Fund Advisors where he led the European Advisor business and launched the Global Sustainability Core Fund.

Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis.

Elysabeth Alfano

Chief Executive Officer VegTech™ Invest

Elysabeth is the CEO of VegTech™ Invest, Advisor to the Plant-based Innovation and Climate ETF, EATV and the creator of the Plant-based Innovation and Alternative Proteins benchmark index, EATVi. A graduate of Northwestern University and the Thunderbird School of Global Management, Elysabeth began her career with the Kellogg Company working on Special K and Frosted Mini-Wheats before investing for a small family office. She advises C-Suite executives on the sustainable food industry through her company, Plant Powered Consulting, and speaks internationally on the intersection of investing, sustainability, and our global food supply system.

Elizabeth Alm

Senior Investment Analyst and Portfolio Manager, Saturna Capital

Elizabeth is a Senior Investment Analyst and Portfolio Manager focused on integrating ESG into fixed-income investment strategies at Saturna Capital. She has been at Saturna since 2018 and is a portfolio manager on several fixed-income mutual funds with strategies in global and emerging market sustainable bonds and US domestic markets.

Prior to joining Saturna, Elizabeth spent 11 years at Wells Fargo Asset Management as a senior research analyst, focusing on high-yield and investment-grade municipal bonds. As part of her previous role, she also worked on the management of several municipal SMA strategies. Elizabeth is a Chartered Financial Analyst® (CFA®) charterholder. Originally from Connecticut, she graduated from New York University with degrees in Economics and Anthropology, including field work completed in Luxor, Egypt.

Benjamin J. Bailey, CFA®

Vice President of Investments and a Senior Fixed Income Manager, Praxis Mutual Funds® and Everence Financial®

Praxis Mutual Funds® and Everence Financial® are a leading provider of faith- based financial products in the United States and a ministry of Mennonite Church USA. Benjamin is a member of the organization’s investment management committee and has more than 20 years of experience in fixed-income investing. He has served as co-portfolio manager for the Praxis Impact Bond Fund since 2005 and co-portfolio manager of the Praxis Genesis Portfolios since June 2013. He also acts as co-portfolio manager on internal insurance portfolios and externally managed client accounts.

Benjamin joined Everence in 2000, assisting portfolio managers as a socially responsible investing research analyst. A graduate of Huntington University, he earned the Chartered Financial Analyst® designation in 2003 and has served as president of the Investment Section for the American Frater- nal Alliance. Benjamin often serves as a resource to regional and national organizations and events on positive investing in the bond market.

Angela Barbash, CSRIC™

Chief Executive Officer and Co-Founder, Revalue

Angela is a mom, anthropologist, entrepreneur, and an unabashed challenger of the status quo. She has dedicated 20 years in service as an investment advisor in the Metro Detroit region, including founding Revalue as a values-driven investment firm in 2013. She was one of the first to obtain the Chartered Sustainable Responsible Impact Investing Counselor (CSRIC) designation in the U.S. Angela has contributed countless hours to field building, public education, and infrastructure development to help build a more empathetic finance industry. You will often find her educating on the topics of financial resiliency, community capital, and conscious business management.

Madeline Barconi, CFP®, ChFc®, CDFA®

Partner, Head of Financial Planning, Breakwater Capital Group

As head of the firm’s financial planning efforts, Madeline is directly responsible for the design and implementation of the firm’s wealth management experience. A passionate professional who takes great pride in her work, Madeline has an uncanny ability to take complex concepts and relate them to clients in a digestible format fostering further trust and engagement. In addition to helping clients enact systematic discipline to their financial lives, she heads the firm’s Environmental, Social & Governance (ESG) investment committee.

Prior to joining Breakwater, Madeline worked for a boutique investment adviser in Boulder Colorado after having spent the prior six years with Fidelity Investments in various roles. At the Boston based financial behemoth, she helped individuals and families with the various aspects of their financial lives, from planning for retirement to devising the proper investment strategies, all the while plowing through the rigorous curriculum to earn Chartered Financial Counselor (ChFc®), CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations.

Constantly on the go, she is happiest when exploring new places with her husband Derek. Depending on the season, they are most likely hiking, cross country skiing, rafting, or traveling across the globe though they will also tell you a relaxing weekend with their dog Twyla can be pretty special too. While she calls Colorado home, she spends a fair amount of time in the Garden State visiting her family.

Andrew Behar

Chief Executive Officer, As You Sow

As You Sow is the nation’s leading non-profit practitioner of shareholder advocacy and engagement. With a 30-year track record of success,  As You Sow advances values-aligned investing and uses shareholder power to compel companies to reduce material risk on issues including climate change; toxins in the food system; ocean plastics; diversity, equity, and inclusion; racial justice; and wage equity. Previously Andrew was a documentary filmmaker and entrepreneur founding start-ups that developed innovative physiological monitoring devices and grid-scale fuel cells. He is an inventor on five patents and was recently named as one of the Purposeful-50 “true changemakers who deliver on social justice, environmental protection, diversity, inclusion, racial equality, and gender and pay equity.” He is currently on the board of the Responsible Sourcing Network. His book, The Shareholders Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable, was published by Berrett-Koehler.

David Bennell

Leading ESG and Sustainability Professional

David has over 25 years of experience with corporations and investors, as well as many of the world’s top NGOs and philanthropic foundations. He’s an advisor to the international Transformational Investing in Food Systems Initiative, helped create the Food and Forests Program at the $50 billion investor network Ceres, and worked in management at the world’s top sustainable business association WBCSD, the CEO-led collaboration of 200 of the world’s leading companies. He is currently a limited partner in a private equity fund focused on climate technologies and is an advisor to high net-worth individuals interested in nature-based and climate tech investing.

David worked directly in the corporate sector as an employee at Microsoft, REI and LL Bean managing R&D, leadership development and sustainability programs and held a 5-year appointment at MIT as adjunct faculty in the Department of Aeronautics and Astronautics. He co-created the for-profit social enterprise company CottonConnect in India (a 2012 finalist for World’s Most Ethical Company), helped launch a multimillion-dollar impact investing fund focused on community economic development, and wrote and presents one of the world’s most watched sustainability courses viewable on Linked In Learning (titled Sustainability Strategies) named the #1 global course for impact investors and viewed to-date by 170,000+ professionals around the world.

Dan Berlingeri

Director of Business Development, DiversIQ

At DiversIQ, Dan works with asset managers, consultants, and corporations to understand their evolving research needs and help them implement new data sets for maximum impact. His focus is on DEI, human capital, and other areas of social impact.

Prior to DiversIQ, Dan has over a decade of experience working on DEI strategy, corporate policy, employee programing, advocacy, and L&D curriculum within the tech, finance, and higher education industries. He began his career as a financial advisor, advocating for financial inclusion and literacy for underserved, predominantly queer, communities in NYC through his work with the Global Thinking Foundation, NYU (his alma mater), and Sonder Financial (as a Co-founder).

He then moved into HR leadership within the tech start-up space (at both private and public companies). There he helped define DEI policies, build diversity recruitment programs, and develop DEI training and engagement.

Dan has also been a LGBTQ+ ERG and community leader for most of his career where he’s helped to advocate for the protections, development, and mobility of LGBTQ+ employees.

In a previous life, Dan was an actor in NYC, with his MFA is Acting from NYU Tisch. In his “spare time” Dan still teaches class, writes, acts, and directs theatre and film.

Keisha Bolden

Director, Investor Relations, Self-Help Federal Credit Union

Self-Help is a family of nonprofit organizations, including 78 credit union branches, that works toward a collective mission to create and protect ownership and economic opportunity for all. Keisha supports org-wide stewardship of mission-supportive investments as a member of Self-Help’s Development, Policy, and Impact Team. She also leads Self-Help’s national Investor Relations Group and serves as co-leader for the organization’s Community Engagement Workgroup. Keisha began her career in New York City, developing and executing programs for mission-driven nonprofits and arts organizations, such as Lenox Hill Neighborhood House, Camille A. Brown & Dancers, and The Morningside Center for Teaching Social Responsibility. Keisha received her Master’s Degree in Social Entrepreneurship and a Graduate Certificate in Marketing from the University of Southern California (Marshall School of Business). She also worked extensively as a marketing consultant and marketing product manager in the social entrepreneurship and small business sectors in Los Angeles. Beyond her work with Self-Help, Keisha volunteers with Girls on the Run (GOTR), and serves as a member of GOTR’s 2023 National SoleMates team. Keisha’s personal and professional background reflects her passion for community and social impact.

Jolie Brawner

Director, Coalition for a Regenerative Future

Coalition for a Regenerative Future is a major program of the Alliance for Collective Action. Previously, Jolie served as Vice Chair for the Colorado Independent Congressional Redistricting Commission where she worked tirelessly to elevate and amplify the voices of the marginalized. She also served as the Executive Director of the Washington Street Community Center where she worked to cultivate an intergenerational gathering place for the neighborhoods of South-Central Denver. Jolie enjoys the unparalleled beauty of our natural world: Hiking, backpacking and camping in those magical places that still exist outside the reach of cellular reception

Jan Bryan

Founding Member and Investment Advisor Representative, Sustainable Advisors Alliance, LLC.

Jan is a Certified Financial Planner and Accredited Investment Fiduciary- has 33 years of experience in financial services specializing in sustainable, responsible & impact investing.  She is a founding member & investment advisor representative of Sustainable Advisors Alliance LLC, a registered investment advisor firm.

Dina Ciarmatori

Senior Vice President, NB Sustainable Equity

Dina joined NB Sustainable Equity team in 2008. She works as a research analyst where she is primarily responsible for conducting ESG analysis and leading the team’s efforts on corporate engagement and proxy voting. Her work has focused on energy and the environment, science-based emission reduction targets, net zero target setting, carbon emission life-cycle analysis, energy efficiency, water quality and management, supply chain sustainability, diversity and pay equity, workplace practices, Just Transition and human rights and linking ESG issues to executive compensation. Dina has spoken on industry panels with a focus on a range of sustainability issues.

Prior to joining the Sustainable Equity team, Dina worked in Neuberger Berman’s equity research department on the Utility team and the climate change fund with emphasis on the power sector and renewables. In her personal time, for over ten years, Dina continues to be actively engaged with the US National Committee for UN Women an organization committed to the advocacy and awareness on women’s empowerment issues including violence against women and girls. Dina received an MA in European Politics from the University of Bath, UK and a BSE in Education from Westfield State University.

Clay Colombe

Chief Executive Officer, Sicangu Co.

Clay is an enrolled citizen of the Sicangu Lakota Oyate (Rosebud Sioux Tribe) and serves as the CEO for Sicangu Co.

Sicangu Co. is a place-based ecosystem that is revitalizing the economy and culture of the Sicangu Nation through business, community development, and asset building. Prior to his role as CEO, Clay served as REDCO’s CFO for four years and before that he was the Senior Vice President of Native American Bank. Clay has a bachelor’s degree in Business Management and a master’s in Business Administration, both from the University of South Dakota.

Shaheen Contractor, CFA

Senior Research Strategist – Environmental, Social and Governance, Bloomberg Intelligence

Bloomberg Intelligence is a platform that provides research on industries, companies, government, litigation and the economy, available on the Bloomberg Professional Services at BI<GO>. Her research efforts include analyzing ESG performance and its impact on risk, return and valuations; drivers and challenges for ESG funds; material ESG risks and opportunities across sectors and the impacts of a low carbon transition.

Shaheen has a Master of Science degree in Sustainability Management from Columbia University and a Bachelor of Business Administration (BBA) degree from Symbiosis International University.

Jennifer Coombs

Director, Client Success, Ethos ESG

Ethos ESG is a values-based and impact investing data and analytics software that is part of ACA Group’s ESG advisory team. She continues to serve as an adjunct professor at The College for Financial Planning (CFFP) where in 2018 she developed the Chartered SRI Counselor™ (CSRIC™) designation program in partnership with The Forum for Sustainable and Responsible Investment (US SIF), as the first professional financial designation education program in the United States exclusively devoted to sustainable investing.

In 2023, she was named one of Investment News’ 40 Under 40 honorees for her work in teaching financial advisors fundamentals in sustainable investing, was named CFFP’s 2022 Faculty of the Year, and was a finalist for the 2019 SRI Service Award – one of the most prestigious awards in the sustainable investing space. She has given two TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations at and interviews on “Dollars & Change” with the Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Institute of New York, US SIF Annual Conference, ESG for Impact, Raymond James Wealth Management, and Advisor Group.

Jenny holds a Master of Science in finance (MSF), a Bachelor of Science (BS) in financial information analysis and political science. She is a member of the advisory board at ESG Clarity and the education committee at US SIF.

Jeremy Deems

C0-Founder, Chief Financial Officer, Chief  Compliance Officer and Portfolio Manager, Green Alpha 

Jeremy oversees the company’s financial well-being and ensures the firm’s operations are in compliance with all regulatory rules and best practices. He is also a portfolio manager on all Green Alpha portfolios.

Jeremy brought his impact investing expertise to Boulder in 2007, where he co-founded Green Alpha Advisors with Garvin Jabusch. Thinking more like a VC and scientist than a traditional public-equity manager, Jeremy understood the immense investment opportunity presented by the transition to a de-carbonized economy. The result was Next Economy investing—a method that aims to invest only in innovative solutions to system-level risks like climate change, never in their causes.

Prior to co-founding Green Alpha, Jeremy was CFO of Forward Management, LLC, the investment advisor to the Forward Funds and Sierra Club Mutual Funds. He was responsible for all areas related to finance, operations, and human resources. Jeremy was also a co-portfolio manager on the Sierra Club Stock Fund, alongside Green Alpha co-founder, Garvin Jabusch. In addition, Jeremy was the CFO of ReFlow Management Co., LLC, an innovative liquidity management tool for the mutual fund industry, developed by Gordon Getty. There, he was responsible for all financial matters for more than 15 related business entities and affiliates with over 50 employees. From 2004 to 2005, Jeremy also served as treasurer of the Forward Funds and Sierra Club Funds. His tenure at Forward and ReFlow provided invaluable experience related to new venture creation and the opportunities and challenges associated with start-up ventures in the investment industry.

Amber DeLeo, CFA®

Vice President, BNY Mellon Advisors

Amber is a Vice President and Senior Research Analyst for BNY Mellon Advisors (BNYMA). She is responsible for third party manager research, due diligence of BNYMA’s ESG strategies, as well as supporting the firm’s macroeconomic analysis, risk management, portfolio construction and investment process. Amber is a member of BNYMA’s Investment Committee. She joined BNYMA in December of 2019.

Prior to joining BNYMA, Amber worked as a Senior Analyst and Director of Alternative Investments at Lincoln Financial Group. At Lincoln, Amber focused on researching private equity opportunities and overall portfolio construction for the firm’s $15 billion alternatives and private debt portfolio. Prior to Lincoln, Amber worked in business development and marketing roles of increasing responsibility at various asset management firms. She also spent several years as a Treasury Analyst at BB&T Corporation.

Amber earned a Bachelor of Business Administration with a major in Finance from Villanova University. She is a Chartered Financial Analyst® (CFA®) charterholder.

Skya Ducheneaux

Executive Director, Akiptan

Skya is an enrolled member of the Cheyenne River Sioux Tribe and spent her first 18 years of life on a cattle ranch on the CRST Reservation in South Dakota. She has a MBA in Business Administration. She previously spent her summers interning for the Intertribal Agriculture Council, where she was introduced to the Native CDFI world (Community Development Financial Institution). Skya worked diligently to create the first national Native CDFI dedicated to Indian agriculture, which launched in 2019. Skya remains connected to agriculture, just from the other side of the table.

Marshall Dunford

CTO, Citizen Mint

Citizen Mint provides wealth advisors a trusted, easy-to-use platform to access best-in-class private market impact investments at low minimums while leveraging innovative technology to eliminate the administrative burdens of investing and reporting on private market investments.

Prior to joining Citizen Mint, Marshall worked as a software engineer across various industries and guided multiple projects from concept to millions of active users. As employee #7 at MedBridge (200+ FTEs), he worked closely with the CEO and led the Patient Engagement team, building a core product used by healthcare professionals and patients throughout the country. In other roles, he has led initiatives to increase scalability and security, integrate large enterprise systems, and build marketing funnels across a range of mediums. Marshall has a B.S. in Informatics from the University of Washington.

Seydina Fall

Director, Chartered Alternative Investment Analyst Association

Seydina is a senior lecturer in finance at Johns Hopkins Carey School of Business. His professional background includes leadership in real estate and valuation consulting. Seydina’s work often focuses on the future of cities, including the delivery of public infrastructure projects in both developed and emerging markets. His teaching explores issues of project financing (including public-private partnerships), economic development, investing in resilience to address climate-related challenges, and the use of technology to improve new infrastructure and to make old infrastructure more efficient. He graduated summa cum laude from New York University and holds a Master’s in Business Administration (MBA) from the Yale School of Management. He is a Chartered Financial Analyst (CFA).

Kate Finn

Executive Director, First Peoples Worldwide

Kate’s areas of focus and research expertise include Indigenous Peoples law and policy, federal Indian law, preventing violence against women, sustainable finance, and business and human rights. Her recent work focuses on articulating the impacts of development in Indigenous communities as business and financial risks to forecast the materiality and opportunity of embedding respect for Indigenous Peoples into routine business operations.

Kate holds a J.D. and a Masters in Public Administration from the University of Colorado, and a B.A. from Princeton University. She was the inaugural American Indian Law Program Fellow at the University of Colorado Law, where she worked directly with Tribes and Native communities. She serves on the boards of First Nations Community Financial, Unified Solutions Tribal Community Development Group, Cultural Survival, and on the Stewardship Circle of Adasina Social Capital. Kate is an enrolled citizen of the Osage Nation.

Lawrence Ford

Chief Executive Officer and Founder, Conscious Capital

Lawrence Ford, the Shaman of Wall Street, is a trailblazing figure who embodies the harmonious fusion of finance, spirituality, and global leadership. As the CEO and Founder of Conscious Capital, Future Capital, and Scious, he is committed to leveraging the most powerful tools of our time—consciousness, capital, and technology—to create a more sustainable and equitable world.

Lawrence has spent much of his life bridging the gap between the worlds of business and spirituality, earning him the nickname “Shaman of Wall Street” by the Washington Post and “man of two worlds” by The Economist magazine.

He has been recognized as a leading authority in the finance industry by NPR and the Retirement Income Journal, who referred to him as “The Finance Guru” and “The Spiritual Advisor,” respectively.

Through Conscious Capital, Future Capital, and Scious, Lawrence has created a powerful network of organizations and individuals committed to creating a positive impact and facilitating sustainable development worldwide. His vision and leadership have inspired countless others to join him in building a more conscious and compassionate world for all.

George R. Gay

George Gay

Chief Executive Officer, First Affirmative Financial Network

George is a pioneer of environmental, social, and governance investing and socially responsible investments (ESG/SRI). Growing up on a farm near heavily polluted Lake Erie, George recalls being admonished to “keep his head out of the water” when swimming to avoid getting sick. He credits that lasting memory as one of his inspirations for embarking on a career in SRI. The firm’s culture has allowed George and First Affirmative to reach unforeseen heights in moral and financial sustainability serving as a strong voice for organizations and individuals to make smart choices, and to be a louder voice for change, especially where financial matters are concerned. George is well versed in analysis and portfolio rating assessment, emerging trends, wealth management and how ESG/SRI investing can make the future better.

George is recognized as an industry role model and mentor. He’s a highly sought-after speaker, panelist and counselor. He is a past recipient of the industry’s “SRI Service Award.”

Julie Gorte, Ph.D.

Senior Vice President for Sustainable Investing

Julie is a leading figure in Impax Asset Management’s sustainable investing work, coordinating systemic engagement and the financial implications of integrating sustainability into investment decision-making. Julie researches the connections between sustainability and economic performance. She also tracks and develops insights into the impact of public policy on investment and communicates with public policymakers to help make public policy more favorable to sustainability and sustainable investing. Julie is also a member of our Gender Analytics team.

Julie serves on the boards of the Endangered Species Coalition, E4theFuture, Clean Production Action, the Forum for Sustainable and Responsible Investment (US SIF) and is the board chair of the Sustainable Investments Institute. She holds a Ph.D. and a Master’s degree in resource economics from Michigan State University and has a Bachelor’s degree in forest management from Northern Arizona University.

Terrence S. Gray, CFA

Lead Portfolio Manager, Lazard Rising Billions Fund

Lazard Rising Billions Fund is an Emerging Markets Social impact fund focused on investing in companies transforming lives at the base of the pyramid.  Prior to joining Lazard Asset Management, Terrence was a portfolio manager at Global Thematic Partners and previously worked at Deutsche Asset Management and Scudder Stevens and Clark as a portfolio manager and analyst.  He has spent the past 25 years investing in Emerging Markets equities across Asia, Latin America, Africa, the Middle East, and Central Europe managing Global Emerging Market funds, Asia funds and various country funds.  Terrence is a CFA and earned his Undergraduate degree in Finance and French Literature from Boston College.

Alyssa Greenspan

Chief Executive Officer and President, Community Capital Management

Alyssa has oversight responsibilities for CCM’s operating business, including its strategic direction and investment strategies. In addition, Alyssa is responsible for managing the operations of the firm as well as overseeing risk management, compliance, and client service. As an impact and ESG industry veteran, Alyssa is a frequent speaker on the topic and has been involved in the creation of detailed impact metrics and customized reporting at CCM, working closely with clients to understand both their impact and investment goals. Alyssa is a member of CCM’s board of directors, Compliance Committee, DEI Committee, Impact and CRA Committee, and Enterprise Risk Management Committee — and chair of CCM’s Strategic Management Committee.

Alyssa began her career at Northern Trust Bank, rising to investment officer before joining Morningstar, Inc., as a senior equity analyst covering the financial services sector. In 2003, Alyssa joined CCM as a portfolio manager and was promoted to chief operating officer in 2009 and president in 2015. Alyssa served two terms on the board of directors of U.S. SIF — The Forum for Sustainable and Responsible Investment, including serving as Treasurer and as part of the Executive Committee. She is also a past director of Impact Shares, which offers socially conscious ETFs with an evolving set of criteria defined by non-profit partners.

Theresa Gusman, FSA

Theresa Gusman

Chief Investment Officer, First Affirmative Financial Network

Theresa, is on a mission to change the way companies, advisors and individuals see their investments. Theresa’s commitment to incorporating environmental, social, and governance issues into investment decisions began early in her 30-plus year investment career. She understands the full investing process, from analyst and portfolio manager to asset and wealth management leadership roles, including Senior Portfolio Manager and Global Head of Equities for Deutsche Bank. This commitment to ESG/SRI investing is driven by her fiduciary responsibility to clients and strong belief that ESG is a financial factor that can affect performance, plus being the right thing to do. Financial and impact objectives are both attainable. First Affirmative’s unique Values-Aligned Direct Index Solution (VADIS) platform provides a unique, proprietary foundation for analysis, assessment and measurement. All of these factors combine to help Theresa in her work toward making sustainable, responsible, and impact investing accessible to all.

Outside of First Affirmative, Theresa shares her expertise on numerous advisory boards and in the classroom, teaching MBA courses.

Jon Hale

Sustainable Investing Consultant

Jon Hale, Ph.D., CFA is a sustainable investing consultant and writes a regular column called “The ESG Advisor” on Medium. Formerly Global Head of Sustainability Research at Morningstar, Jon headed the development of the Morningstar Sustainability Rating and the Low Carbon designation for funds, and directed the company’s research initiatives on sustainable investing. Prior to that, he served in a number of capacities at Morningstar, including director of manager research, portfolio manager for Morningstar Investment Management, and mutual fund analyst. Jon was a senior associate for Domini Social Investments, 2000-2001. Jon holds a doctorate in political science from Indiana University.

Clark Harshbarger

Director of Stewardship, Mad Agriculture

For the better part of three decades, Clark has worked in and around agriculture, having spent his childhood and teenage summers working on his family farm in southern Ohio, followed by 17 years as a Soil Scientist with the USDA-NRCS. Driven to prove to himself that soil health could be achieved through the application of holistic management, Clark took a three-year sabbatical from soil science and ended up with an organization that focused on building a revolution in regenerative agriculture through community.

Witold Henisz

Vice Dean and Faculty Director, ESG Initiatives, The University of Pennsylvania

Witold is the Vice Dean and Faculty Director, ESG Initiative and the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School, The University of Pennsylvania. His research examines the impact of political hazards as well as environmental, social and governance factors more broadly on the strategy and valuation of global corporations. He has won multiple teaching awards and teaches extensively in executive education programs. He is currently a principal in the consultancy PRIMA LLC whose clients span multinational firms, asset managers, intergovernmental organizations and non-governmental organizations.

Glenn Hurowitz

Chief Executive Officer, Mighty Earth

Glenn Hurowitz is the Founder and CEO of Mighty Earth, and has led environmental campaigns around the world for many years. He is a globally recognized leader on forests, agriculture, and climate change, and running strategic campaigns.

He has played a leading role in transforming several industries, including the 90% reduction in deforestation for palm oil, establishment of new policies and practices for the entire rubber industry, and serious action in meat, steel, and elsewhere. In his previous role as Chair of the Forest Heroes campaign, he and his colleagues won the Benny Award from the Business Ethics Network for their successes in transforming global agriculture. He co-founded Chain Reaction Research, which provides major financial institutions with in-depth risk analysis of companies’ sustainability risk.

Keith Johnson

Chief Executive Officer, Global Investor Collaboration Services

Keith has over 35 years of experience working with public pension funds and other institutional investors.  He is currently CEO of Global Investor Collaboration Services, a consulting firm that provides governance advice, collaboration support and educational services to institutional investors. Keith previously headed the Institutional Investor Legal Services Group at the Reinhart Boerner Van Deuren law firm. Prior to Reinhart, he was Chief Legal Officer for the State of Wisconsin Investment Board (SWIB), the ninth largest public pension fund in the US. While at SWIB, he served as President of the National Association of Public Pension Attorneys (NAPPA).

Keith earned his JD from the University of Wisconsin Law School and his BA from the University of Wisconsin-Madison.  He holds a Level 1 Credential from the Sustainable Accounting Standards Board.

Bruce M. Kahn, Ph.D.

Senior Portfolio Manager, Shelton Sustainable Equity Fund

Bruce Kahn is the Portfolio Manager of Shelton Capital Management’s Sustainable Equity Fund.  Previously, Bruce was responsible for delivering technical advice to investors on MSCI’s ESG and Climate Solutions tools and data sets for investment decision making, risk management, reporting and engagement.  His previous 18 years of work experience includes Institutional Portfolio Management, Wealth Management and ESG + Climate Change Investment Research, as well as E&S Risk assessment at firms such as Citibank, Deutsche Bank, Macquarie Global Inc., and Sustainable Insight Capital Management.  Bruce has worked across various investment themes including cleantech, real estate, water and agriculture, as well as ESG/SRI strategies.

Bruce earned a Ph.D. in Land Resources from University of Wisconsin, Madison, an MS in Fisheries and Allied Aquacultures from Auburn University, and a BA in Ecology and Evolutionary Biology from the University of Connecticut. Bruce served as an Agriculture Extension Agent in the United States Peace Corps in the Republic of Cameroon, (1989-1993), as a Fulbright Scholar in Israel from 1999-2001 and has been teaching courses in Sustainable Finance, Statistics and Agriculture as an adjunct professor at Columbia University’s Earth Institute since 2012.

Danny Katz

Executive Director, CoPIRG

Danny has been the director of CoPIRG for over a decade. Danny co-authored a groundbreaking report on the state’s transit, walking and biking needs and is a co-author of the annual “State of Recycling” report. He also helped write a 2016 Denver initiative to create a public matching campaign finance program and led the early effort to eliminate predatory payday loans in Colorado. Danny serves on the Colorado Department of Transportation’s (CDOT) Efficiency and Accountability Committee and CDOT’s Transit and Rail Advisory Committee. Danny lobbies federal, state and local elected officials on transportation electrification, multimodal transportation, zero waste, consumer protection and public health issues. He has also worked on several successful corporate campaigns. He appears frequently in local media outlets. He resides in Denver with his family, where he enjoys biking and skiing, the neighborhood food scene and raising chickens.

Alya Kayal, JD

Founder and Senior Advisor, ImpactARC LLC

ImpactARC LLC is a sustainable investment advisory firm, and has almost 30 years of experience in sustainable and impact investment. Prior to co-founding ImpactARC, Alya was a Partner at Affirmative Investment Management (AIM), responsible for the verification of impact bonds, issuer ESG analysis and impact assessment of the issuances, development of sustainability performance indicators, as well as engagement.

Before joining AIM in 2016, Alya was the Director of Policy and Programs at US SIF: The Forum for Sustainable and Responsible Investment, the leading voice advancing sustainable, responsible and impact investing across all asset classes. While there, she managed programs and advanced policy priorities on behalf of more than 300 investment professionals with more than $2 trillion in assets under management. As Director, Alya led US federal policy work, shape member programs, operational plans and strategic decision-making for the organization and helped launch the first online fundamentals of sustainable investment education program in the United States.

Currently, Alya is on the Board of a nonprofit, BreaktheTide, which has supported projects benefiting women, children and vulnerable communities in Bangladesh. She received a JD from the University of Minnesota Law School and a BA in Sociology and International Communications from Rutgers University.

Courteney Keatinge

Senior Director of Environmental, Social and Governance Research, Glass Lewis

Courteney oversees Glass Lewis’ research and vote recommendations for shareholder proposals and covers research on major environmental and social issues in all major markets. Courteney plays a lead role in Glass Lewis’ partnerships with ESG data providers and specializes in issuer and stakeholder engagement, corporate governance and ESG analysis. She is also an active participant in Glass Lewis’ policy and product development. She has written reports for Glass Lewis including Greening the Green: Linking Executive Compensation to Sustainability and Mind the Gap: Board Gender Diversity. She has also contributed to a variety of papers with organizations including the UN PRI and Ceres on issues related to ESG and corporate governance.

Joseph Keefe

President, Impax Asset Management

Joe is responsible for distribution of Impax’s full capabilities across North America.

Prior to joining the firm in May 2005, Joe was President of NewCircle Communications, a strategic consulting and communications firm specializing in corporate social
responsibility and public policy communications. He served as Senior Advisor for Strategic Social Policy at Calvert Group from 2003-2005 and as Executive Vice President and General Counsel of Citizens Advisers from 1997-2000. He is a former member of the Board of Directors (2000-2006) of US SIF, the trade association representing asset managers and investors engaged in sustainable investing throughout the United States. Before entering the investment management industry, Joe worked in private law practice for 16 years.

Joe holds a Juris Doctor from the University of Virginia School of Law and a Bachelor of Arts in philosophy from the College of the Holy Cross.

Kathleen Keefe

Investor Relations and Portfolio Reporting Lead, LISC

Kathleen manages the LISC Impact Notes program and, as part of LISC Treasury, leads analysis and reporting to lenders on LISC’s $600+ million loan portfolio. She brings experience supporting CDFI investment products at Capital Impact Partners and in local economic development through work with the City of New Haven’s Economic Development Administration. Previously, Kathleen worked for more than 8 years in development consulting and financial management, overseeing large-scale USAID economic growth projects in Eastern Europe and conducting domestic policy research. From 2012-2013, she served as a Fulbright English instructor in Khabarovsk, Russia. Kathleen is a graduate of the Yale School of Management and the Yale Jackson School, where she received a dual MBA and MPP. She is passionate about building the field for impact investing in CDFIs, and catalyzing capital to promote racial equity and positive social impact.

Pooja Khosla, Ph.D.

Chief Innovation Officer, Entelligent

Pooja is an economist, mathematician, academician, business maker and a thought leader in the sustainability and climate finance space. She has deep knowledge to build sustainable investing solutions and has been working on impact solutions since 2003 both nationally and internationally. She is one of the inventors of patented Smart Climate technology and has several publications in economics, impact investing, sustainability and microfinance. Her publications footprint includes lead journals such as FT and P&I. Her voluntary works include being research and academic advisor to US-SIF & GARP.

Michael Kramer

Manager, Natural Investments

Natural Investments (NI) is a registered investment advisor and Public Benefit LLC devoted to sustainable and responsible investing since 1985. Michael has been an NI financial advisor since 2000 and was a partner in the firm from 2007-2023, at which time he became a Trust Steward upon the sale of the firm to the Natural Investments Purpose Trust. He is co-author of NI’s third book, The Resilient Investor: A Plan for Your Life, Not Just Your Money. Michael oversees the Heart Rating of SRI mutual funds, now in its 31st year, and he coordinates the firm’s investment committee and shareholder advocacy and policy efforts. He serves on the Public Policy Committee of USSIF: The Forum for Sustainable and Responsible Investment and was its board Vice-Chair from 2018-2021.

Peter Krull

Partner and Director, Sustainable Investing, Earth Equity Advisors

Earth Equity Advisors is a Prime Capital Investment Advisors Company. He is a well-known leader in the green business community and a long-time advocate for fossil fuel-free and sustainable, responsible, and impact (SRI) investing.

At Earth Equity, he focuses on creating and managing Earth Equity’s sustainable, responsible, and impact investment portfolios, writing thought leadership pieces, and sharing the responsible investing story.

He is a contributor to Forbes and Kiplinger and has been quoted in The New York TimesBarron’s, Money Magazine Investors Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles.

In 2021, he won the ThinkAdvisor Luminaries Award for Thought Leadership and Education and won the Sustainable Champion Award from the North Carolina Business Council in 2022. He was nominated for ESG Advocate of the Year by RIA Intel in 2022. He was ranked in the AdvisorHub listing of fastest-growing advisors in America. He was selected to the 2018 Investopedia 100 list of the 100 most influential financial advisors in America.

Natasha Lamb, MBA

Managing Partner, Chief Investment Officer at Arjuna Capital

Natasha co-founded Arjuna Capital in 2013.  She works with clients to integrate Environmental, Social, and Governance (ESG) factors into their investments, while engaging major corporations to improve their performance through shareholder activism. Named by Bloomberg Businessweek as one of the “Bloomberg 50” most influential people who defined global business in 2017, Natasha was also featured on the cover of the magazine in June 2017. In 2018, she was named to InStyle magazine’s ‘The Badass 50: women who are changing the world’ list. Natasha is a regular contributor to CNBC and Bloomberg TV. She has been profiled in The New York Times, Forbes, and Fast Company, while her work has been featured in Rolling Stone, the Economist, the Wall Street Journal, as well as on NPR and CNN.

In 2016, Natasha received the ‘Aiming High Award’ from Legal Momentum for pioneering a shareholder campaign on gender and racial pay equity. Her 2014 landmark negotiation with Exxon Mobil led to the company’s first public report on global warming and carbon asset risk. Natasha has served as Chairman of the board of the Intentional Endowments Network and on the boards of The Food Project and Change is Simple. She holds an M.B.A in Sustainable Business from Presidio Graduate School, where she taught sustainable investing for 5 years. Natasha received her B.A. cum laude from Mount Holyoke College.

Emily Lee, CSRIC®

Vice President, Business Development, Impax Asset Management

Emily leads our Western Region business development efforts across all advisor channels including Broker Dealers, RIAs and family offices. In this role, she consults with advisors as they implement sustainable investment solutions into their practices and client portfolios. She frequently presents on the risks and opportunities arising from the transition to a more sustainable economy. Emily has worked in this role since 2019.

With deep roots in the financial industry, Emily has previously held positions with Trillium Asset Management, LPL Financial, Wellington Management Company, and Putnam Investments, all in business development and sales functions.

Emily has a bachelor’s degree in History with a minor in environmental science from Willamette University. She is a member of Women Investing for a Sustainable Economy (WISE) and holds the FINRA Series 6 and 63 registrations. Emily is a Chartered SRI Counsellor (CSRIC®). She is a registered representative of Foreside Financial Services, LLC.

Keoni Lee

Chief Executive Officer, Hawaii Investment Ready

Keoni Lee is a social entrepreneur and participant in Hawaii Investment Ready’s inaugural cohort. He co-founded ʻŌiwi TV – a media production company that leverages the power of media to reshape the narratives of the modern Hawaiian experience. He also co-founded Waiwai Collective, a contemporary Hawaiian gathering space growing a community and movement grounded in collective values and shared responsibilities to mobilize systemic change in Hawaiʻi.

Keoni has a MBA from the Shidler College of Business at the University of Hawaiʻi at Mānoa. His leadership accomplishments garnered his selection for the Omidyar Fellows program, the First Nations Futures Program, 2021 HVCA Investor of the Year, and RSF Social Finance Just Economy Institute Fellow, Integrated Capital Institute Fellowship. He is a member of Toniic, the global action community for impact investing, and serves on numerous nonprofit boards with a focus on education and local food production.
Keoni lives in the ahupua’a of Pālolo, Kona Moku, Oʻahu.

Anna Lerner Nesbitt

Chief Executive Officer, Climate Collective

Anna is a leading coalition of innovators leveraging digital technology (AI, ML, blockchain) to unlock real-world, verifiable climate action at scale. Anna is a strategic senior leader with expansive technology, partnerships, and social impact experience across Europe, Africa, South America, and North America. An economist by training, she has spent her 17+ year career driving frontier tech adoption, climate finance, and data innovations at institutions such as GIZ, the Global Environmental Facility, and the World Bank Group. Prior to the Climate Collective, Anna led strategy at Meta (formerly Facebook) for their United Nations Sustainable Development Goals and Global Strategic Partners programs.

Maria Lettini

Chief Executive Officer, US SIF: The Sustainable Investment Forum

Maria joined US SIF in May of 2023 and is an innovative leader within the fields of sustainability and finance.  She is recognized for building meaningful partnerships across the capital markets value chain to address some of the world’s most critical, and financially material, environmental and social challenges.

Most recently, Maria led the FAIRR Initiative. During her six years at FAIRR, she and her team ambitiously drove the narrative around the risks and opportunities in the global protein supply chain with the aim of directing capital towards a more sustainable and equitable food system. Under her tenure, the FAIRR investor network grew to over $70 trillion in combined assets and FAIRR’s expert research reframed the investor narrative on animal agriculture and sustainable protein.

Prior to joining FAIRR, Maria worked for the UN-supported Principles for Responsible Investment (PRI) raising awareness of material ESG issues with institutional investors. Maria started her career in global finance and capital markets, working at both J.P. Morgan and Deutsche Bank. She has served on the Sustainability Accounting Standard Board Standards Advisory Group. She is also a member of the Intentional Endowment Network’s (IEN) Steering Committee.

Maria is based in Washington DC but has lived and worked in San Francisco, New York, Madrid and London. She holds a MA (Distinction) in Environment, Politics and Globalization from King’s College London and a BA in International Business, Latin American Studies and Spanish from San Diego State University.”

Kathleen J. Lewis

Kathleen J. Lewis

Chief Compliance Officer, First Affirmative Financial Network,  LLC.

Passion. Passion for humans, animals, social justice and following the rules are at the center of First Affirmative Financial Network’s Chief Compliance Officer Kathy Lewis’ daily focus. Kathy has been a key element to the company’s success for more than 30 years. While her passion for causes runs deep, so does her passion for strong ethical business practices, process and procedure. These two core values have come together front and center. Civil rights, gender equality and non-discrimination are at top of mind for Kathy when contemplating the various issues at the forefront of society. Whether it be animal rights or cruelty-free advocacy, how you proceed and take action is important. This perspective lends perfectly to Kathy’s frame of reference in assessing compliance concerns. She has compiled a broad spectrum of knowledge of the regulations that guide firms in the financial services industry.

Kathy is a trusted resource for ensuring First Affirmative helps clients align their investments with their values while abiding by all the necessary regulations.

Mark Lewis

Managing Partner, Trailhead Capital

Trailhead Capital is an early-stage venture capital firm actively investing in regenerative food and agriculture technology companies.

Trailhead’s thesis is that agriculture can uniquely provide solutions to society’s most pressing problems associated with carbon, biodiversity, fresh water, and human health, and that improved land use management is our best bet for climate mitigation, adaptation, and resiliency at once, and that harnessing innovation and technological advancement are critical to scaling those positive outcomes. Mark manages Trailhead’s investments in HowGood, EarthSense, Ascribe Bioscience, Trace Genomics, EarthShot Labs, Omeat, Funga, Mad Capital, Eion, and Progenco.

He previously managed Lewis Family Farm, a 354 acre certified organic farming operation near Hoyt, CO. Prior to his adventures in regenerative agriculture, Mark worked and invested in the renewable energy sector at GSSG Solar. He has served on the non-profit boards of Mad Agriculture, Revision, and Etown. He has a BA in Economics from the University of San Diego and an MBA from the University of Colorado. Mark lives with his wife and two young daughters in Denver and he used to ski a lot.

Angela Librizzi, CIMA®

Southeast Divisional Director, US Wealth Advisory

Angela leads a team of iShares Market Leaders who are responsible for delivering BlackRock’s investment solutions and resources to wealth clients in the Mid-Atlantic and Southern states.

Prior to joining BlackRock in 2015, Angela worked at Goldman Sachs for fifteen years in several different roles including Divisional Sales Manager, Regional Director and Regional Consultant. In her various sales and sales leadership roles, she consulted directly with wealth clients on portfolio construction, portfolio implementation and practice management. Her investment experience also includes her role as a financial advisor at Morgan Stanley where she learned the capital markets and multi generational wealth and retirement planning.

Angela is an advocate for empowering women through financial awareness and education. She is a member of BlackRock’s Diversity & Philanthropy Initiatives. She leads the Assembly of Advocates program within Women of Wealth with a specific interest in supporting men and women going out on parental leave. Angela lives in Winter Park, FL with her husband and two children Luke and Annabelle. They enjoy travel and new experiences. As a family, they have visited 35 National Parks. Angela is a Certified Investment Management Analyst. She has the Series 24, 66 and 7 licenses. Angela attended Indiana University where she earned a Bachelor of Arts degree.

Dorrit Lowsen

Co-Chief Executive Officer, Change Finance, PBC.

Dorrit Lowsen has more than 20 years of professional experience across a range of industries, including IT, environment, and finance, and a range of modalities, including Fortune 500, start up, government, and non-profit. Following a decade-long international career as a technology leader, Dorrit joined Agora Partnerships as COO, overseeing the first accelerator program to channel investment capital to impact-driven companies in Latin America. She went on to produce award-winning work on energy and environmental policy at the U.S. Embassy in Beijing during the preparation for the Paris Climate Agreement before returning to the U.S. to join Change Finance’s founding team. Dorrit has participated in all sides of the impact investing equation – as an entrepreneur, investor in multiple deals, and facilitator through her work at Agora Partnerships. She holds an MBA from New York University’s Stern School of Business, an MS in Computer Science from the University of California at Santa Cruz, and a BA from Haverford College.

Anna Mabrey

Director, Investor Relations, Calvert Impact

Calvert Impact is a nonprofit investment firm that has helped thousands of people and institutions channel over $2 billion in impact investments to social enterprises throughout the US and around the world. Anna’s goal is to collaborate with institutional investors and Financial Advisors, using the Community Investment Note and across asset classes, to build the impact investing space and make a more sustainable and equitable world. Prior to joining Calvert Impact Capital Anna lived and worked in various locales across the US, Africa, the Middle East and Europe. She has been active volunteering with refugees, natural disaster relief efforts, and AIDS victims for over twenty years. Anna’s first career was as an African Archaeologist and she holds an M.A. in African Archaeology from University College London. Her financial experience includes institutional equity sales and financial planning for military and federal employees overseas.

Marian Macindoe

Head of ESG Stewardship, Parnassus Investments

Marian is also chair of the firm’s proxy voting committee. She is responsible for oversight of the firm’s corporate engagement efforts. Prior to joining Parnassus in 2022, Marian was the Head of ESG Strategy and Engagement at Uber Technologies. She acted as the Director of Investment Stewardship at Charles Schwab and prior to that as an Analyst and Advisor for Chevron on ESG concerns. Marian was also the first Director of ESG Research at Glass, Lewis & Company. She received her master’s in regional and urban planning from the London School of Economics and her bachelor’s degree in international and comparative policy studies (economics) from Reed College. Marian sits on the board of First Place for Youth, a nonprofit that supports youth transitioning out of foster care in Oakland, California.

Seth Magaziner

Seth is an American investment professional and politician serving as the U.S. representative for Rhode Island’s 2nd congressional district since 2023. A member of the Democratic Party, he previously served as the 31st General Treasurer of Rhode Island from 2015 until 2023. Magaziner won the November 2022 election to succeed retiring representative James Langevin.

Roberto Meza

Cofounder, Emerald Gardens

Roberto is a first-generation farmer and local food advocate. Originally from Mexico, Roberto is the Cofounder of Emerald Gardens, a year-round greenhouse farm in Bennett, Colorado and CEO of East Denver Food Hub, a local food supplier based in Denver. His work intersects policy, sustainable agriculture, food systems, and environmental stewardship. He is Board President of the National Young Farmers Coalition, board member of Zero Food Print, Co-chair of the Land Access and Policy Committee for Mile High Farmers, and Governor-appointed member of the Colorado Agricultural Commission.

Monica Miller

Partner, Private Assets, Impact Investors, Inc.

Monica is a Portfolio Manager and Partner of Private Assets for Impact Investors, Inc. where she launched and manages their private placements vehicle and platform. She has more than twenty years of banking and investment management experience, heavily involved in deals related to sustainable agriculture, renewable energy, education, environmental conservation, and social equity investing. Monica holds the Chartered Alternative Investment Analyst® designation and as a finance major, she earned a B.S. in Business Administration degree cum laude from the University of Tennessee.

Kaitlyn Mitchell

Shareholder Engagement Coordinator, First Affirmative Financial Network

Kaitlyn Mitchell is a dedicated professional with a passion for sustainable investing and a commitment to driving positive change in the financial industry. Kaitlyn began her career at First Affirmative as an Investment Analyst, where her passion for sustainable finance first flourished. Over the years, Kaitlyn’s role evolved, and she currently serves as the Shareholder Engagement Coordinator.

In her pursuit of excellence, Kaitlyn is currently pursuing her Master of Business Administration (MBA) at the University of Colorado at Colorado Springs and plans to graduate in May 2024. This academic journey complements her practical experience, creating a well-rounded understanding of the intricate relationship between finance and sustainability.

Kate Monahan

Director of Shareholder Advocacy, Trillium Asset Management

Kate is a Director of Shareholder Advocacy, overseeing engagement with corporate leadership on environmental, social, and governance issues. Her areas of work have included climate change, deforestation, human rights, political contributions, drug pricing, and police responsibility.

Prior to joining Trillium, she was Shareholder Engagement Manager at Friends Fiduciary Corporation, a faith-based investment firm, where she developed and implemented the firm’s engagement program and coordinated collaboration with other investors, NGO and grassroots partners, and policy experts. Kate received her B.A. from Haverford College. She serves on the Haverford College Corporation and the board of Friends Camp, a Quaker camp in Maine.

Kate Moore

Managing Director and Chief Operating Officer at Ecofin

Kate joined Ecofin in 2018 and is the Chief Operating Officer at Ecofin. She is responsible for managing day-to-day operations, leading cross functional engagement, and executing the firm’s strategic growth initiatives. Prior to being appointed Chief Operating Officer, she was the Chief Development Officer, strategically driving the firm’s growth through new product initiatives, strategic partnerships, expansion of investment verticals and new business ventures. Prior to being appointed the Chief Development Officer, Kate was the Head of Product Development. Kate is also a member of the Business Management Committee and the Ecofin Sustainable and Social Impact Term Fund Investment Committee.

Prior to joining the firm, Kate served as director of the real estate and investment office with Tradebot Ventures and as senior equity trader at Tradebot Systems, focused on designing and implementing innovative trading strategies across North American equities. She earned a Bachelor of Business Administration in finance from the University of Texas and holds her Series 24 and 7 certifications.

Renee Morgan

Social Justice Director, Adasina Social Capital

As Adasina Social Capital’s Social Justice Director, Renee brings a unique blend of experience from the financial services industry and a deep-rooted passion for social justice. They work with social justice partners to establish Adasina’s Social Justice Investment Criteria and to mobilize investors through social justice campaigns, infusing over 20 years of industry experience into creating significant social and economic change.

Renee began her financial career at Trilogy Financial in 2001, where she first became acquainted with Environmental, Social, and Governance (ESG) concerns, helping clients align their financial strategies with these principles. After three years, their drive to affect change led them to establish their own firm, Better World Investments, where they served as President until 2020. Renee’s educational background includes a Bachelor’s degree in Political Science from San Jose State University and a Master’s degree in Counseling Psychology from Lesley University.

Joel Moyer

Acting Sr. Director, Impact Investing and Director of Investments, Fair Food Network

Joel leads the impact investing work at Fair Food Network that includes our direct investment vehicle, the Fair Food Fund, and the Michigan Good Food Fund, a community governed funding collaborative that Fair Food Network manages. Fair Food Network provides and facilitates financing and business assistance to good food enterprises creating health and wealth in communities especially in those that have not traditionally had access to capital and/or healthy food options. As Director of Investments, Joel is responsible for the day-to-day management of the fund’s investment portfolio and leads the due diligence and investment process for potential investment opportunities.

Joel has an MBA in Sustainability from Antioch University New England, where he focused on impact investing, community capital, and leveraging the positive attributes of capitalism for good. He lives with his wife and young children in Contoocook, New Hampshire where he enjoys exploring the region’s trails, mountains, rivers, and lakes.

Will Mucci

Senior Director, Public Investments, CapShift

Will leads CapShift’s efforts in public manager sourcing and diligence as well as public portfolio construction. As a member of the research team, he also helps source, qualify, and conduct due diligence on investment opportunities. Prior to joining CapShift, Will was a Senior Associate at HarbourVest Partners focused on meeting the targeted mandates of institutional investors by seeking investment opportunities in emerging managers, diverse managers, the lower middle market, and underserved markets. Will began his career at Cambridge Associates where he advised public and private pension plans on asset allocation and manager selection.​

Will has an MBA and Social Entrepreneurship Certificate from the Kelley School of Business at Indiana University and a BA from Boston College in English and Economics.

Greg Murphy

Head of Sustainability and Responsible Investing, Ecofin

Greg has worked at Ecofin and its affiliates for over 20 years and currently holds the position of Head of Sustainability & Responsible Investing. In this role, he works closely with all areas of the company to identify, quantify, and report the impact that our investments make on the world around us.

He co-hosts Ecofin’s Sustainability Matters podcast, a weekly update on newsworthy items, interviews, and discussions around topics related to the energy transition, circular economy and impact investing.  Greg serves on the Board of the Climate + Energy Project (CEP). CEP is a non-partisan not-for-profit driving equitable solutions for a clean energy future.

Prior to joining the firm, Greg was an investment committee member and principal at Fountain Capital Management, a high-yield bond management firm. Prior to Fountain, he worked in Texas as a public accountant and as a consultant to the energy industry.

William Nelson

Associate General Counsel, Investment Adviser Association (IAA)

For more than 85 years, the IAA has been advocating for advisers before Congress and U.S. and global regulators, promoting best practices and providing education and resources to empower investment advisers to serve their clients. The IAA’s member firms manage more than $35 trillion in assets for a wide variety of individual and institutional clients. Prior to joining the IAA, William served as Chief Compliance Officer for Mercer Advisors, one of the largest independent SEC-registered investment advisers in the US, where he served as the subject matter expert on all legal and regulatory compliance issues.

William previously served as Assistant General Counsel and Public Policy Counsel for CFP Board and has held multiple roles as an attorney with both the U.S. Departments of Justice and Veterans Affairs. He currently serves as an Adjunct Professor at the University of Denver Sturm College of Law, teaching securities law, previously taught at George Washington University Law School, currently serves as Co-Chair for the DC Bar’s Corporation, Finance and Securities Law Community, and serves as a member of the North American Securities Administrators Association’s (NASAA’s) Senior Issues Advisory Committee.

William is regularly invited to speak at industry events, has been published in several scholarly and peer-reviewed journals, and his work has been cited in legal treatises and state and federal court decisions. He received his undergraduate degree from the University of Tulsa, his JD with Honors from the University of Tulsa College of Law, and his LLM from the George Washington University Law School.

William O’Connor, CFA

Director of Research, Capital Innovations, LLC

William has 43 years of professional experience

  • Oversees research department processes
  • BMO Global Asset Management; M&I Investment Management Corp.
  • BSC, Santa Clara University; MBA, University of Wisconsin

Andrew Olig, CSRIC™

Executive Director, Calvert Research and Management

Andrew is a senior responsible investment strategy specialist, responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds. Andrew is responsible for client and internal communications and insights on investment strategy and portfolio positioning. He joined Calvert Research and Management in 2016.

Andrew earned a bachelor’s degree from Central College in Iowa. He holds the Chartered SRI Counselor (CSRIC™) designation and Series 6, 7 and 63 FINRA licenses. Andrew is in the First Cohort to earn the FSA Credential – a group of leading industry professionals to earn the Fundamentals of Sustainable Accounting Credential designed for professionals who benefit from understanding the link between material sustainability information and a company’s financial performance.

Victor Orozco, CSRIC®

Managing Partner, Bair Financial Planning

In addition to having a personal client facing practice, he also sits on the Investment Strategy Committee for The Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social, and Governance factors in addition to financial due diligence when evaluating investment options and asset managers. He helped establish the Sustainable Investing Study Group at LPL, is a member of Nuveen’s Responsible Investing Council, and has presented a number of times for US SIF’s Fundamentals educational course. A favorite media mention was from Financial Planning in their “22 who will transform wealth management in 2022” and most recently with eMoney’s “Heart of Advice” advisor perspective blog where he shared thoughts and tips around approaching Sustainable Investing.

Sylvia Panek

Investment Advisor and Financial Planner, Natural Investments, LLC.

Sylvia has worked in socially responsible investing for fifteen years, starting at Green America and continuing at US SF – The Forum for Sustainable and Responsible Investment. After more than a decade advancing and educating financial professionals on sustainable and responsible investment practices, she joined the financial advisory firm Natural Investments, LLC.

Sylvia serves on the board of Envest Microfinance, a domestic fund extending microfinance credit in developing countries. She attended Illinois State University, graduating with a dual bachelor’s degree in International Business and Marketing in 2004. Sylvia completed a Sustainability MBA at Marylhurst University in 2014.

Sezin Paydas

Financial Officer, Investor Relations and Sustainable Finance, World Bank Treasury

The World Bank Treasury manages the funding programs for the World Bank (International Bank for Reconstruction and Development, IBRD), the International Development Association (IDA) and the International Finance Facility for Immunisation (IFFIm). She works as part of a team that manages relationships with bond investors. Her responsibilities include engaging with investors looking to support sustainable development and achieve positive impact through their bond investments. Sezin also co-manages the discount note program for IBRD, offering short-term investment products to investors.

Sezin has over a decade of work experience in finance in Europe and the US, including managing the World Bank’s investment and liquidity portfolios with high quality assets totaling over USD 100 billion.

Sezin holds an MSc in Applied Economics from Johns Hopkins University and a BA in Economics from New York University.

Jock Payten, CSRIC™

Chief Executive Officer and Founder, Nubian Square Investment Advisors

Jock is the Founder and CEO of Nubian Square Investment Advisors LLC, a purpose-driven and diverse-owned financial planning and investment advisory company. The company provides services with a mission to bridge the racial wealth equity gap between main street and wall street – ranging from financial education & community investments to shareholder advocacy.

Jock was previously an equity research analyst at Eaton Vance, a nearly $600 billion asset manager before the company was acquired by Morgan Stanley, where he provided market analysis and investment recommendations across several investment strategies. He’s also held positions as the Interim Managing Director of the Ujima Fund, a place based, democratic community investment fund operated by the Boston Ujima Project, and as a Senior Analyst at Ipreo, a fintech services firm. He was introduced to investment management through positions at UBS Wealth Management, Merrill Lynch’s Private Banking and Investment Group and Caro-Kann Capital.

Jock received an MBA from the Wharton School at the University of Pennsylvania, where he was a Toigo Foundation Fellow, and a B.S. in Finance from Fordham University. He is a Chartered Financial Analyst (CFA).

Allan Pearce

Director of Engagement, Ceres

Allan is the Director of Engagement Strategies on Ceres’ Food & Forests team, where he works to support investors in drawing connections between risk mitigation and opportunity related to climate change, commodity driven deforestation, biodiversity loss, and other social and environmental issues. This includes directing the Land Use and Climate working group that strives for more sustainable agricultural supply chains and land use outcomes.

In this role, Allan also provides strategy direction to several of Ceres’ initiatives, including Nature Action 100 and Food Emissions 50. Drawing from his experience in shareholder advocacy and sustainability, Allan also supports investors on corporate engagement strategies related to climate change, net zero emissions, and just transitions.

Prior to joining Ceres, Allan worked as a Director of Shareholder Advocacy for Trillium Asset Management and as an Environmental Research Specialist for Portfolio 21 Investments.

Jina Penn-Tracy

Sr. Wealth Manager, Co-owner and Co-founder of Centered Wealth

Jina is passionate about leaving this world a better place. Jina believes that comprehensive planning allows individuals, businesses, and nonprofits to make more ethically aligned and influential decisions regarding the spending and investing of their money.

A cancer diagnosis at age 19 led Jina to years of consumer activism around issues of chemical contamination in our environment and especially the food system. After co-founding a rapidly growing import company in the 1990s, Jina shifted careers in 2004 to become the type of financial advisor she wished she could find; an advisor focused on utilizing the power and influence of money to make positive changes in the world. In 2019, early life trauma led her to found the nonprofit, Children’s Theatre Alumni Survivors Fund (CTA Wellness). Jina is the President of the Board of CTA Wellness. Since 2014, Jina has volunteered with the Carbon Divestment Coalition in Minnesota, committed to seeing the MN state Pension funds divested from the top 200 carbon-holding companies.

Centered Wealth is not a registered broker-dealer nor a registered investment advisor.
Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities.
*Jina Penn-Tracy is a registered financial advisor under Vanderbilt Advisory Services.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.

Molly Podolefsky, Ph.D.

Managing Director of Environmental, Social and Governance (ESG) Sustainability, Stern Investor Relations

Molly provides innovative public and private biotech, life sciences and healthcare companies with research based ESG advising and services. Pairing Stern IR’s deep knowledge of the investment landscape with PMG’s premier biotechnology and pharma industry exposure, Dr. Podolefsky’s ESG team offers a tailored approach to ESG, maximizing return on investment for firms in the life sciences and healthcare industries.

Before joining Stern IR, Molly led global ESG solutions for Guidehouse, an international consulting firm, working with public and private companies across the health, biotech, private equity, real-estate, energy, fashion, food and beverage and consumer goods industries to develop and launch robust, credible ESG programs. Dr. Podolefsky earned her Ph.D. in Economics from the University of Colorado at Boulder, and leverages her deep expertise in behavioral science, consumer behavior, energy efficiency, renewable energy and natural resource conservation to help firms develop holistic, business oriented ESG strategies. A lifelong advocate of DEI and women’s leadership, Dr. Podolefsky contributes to thought leadership and remains actively engaged in diversity and inclusion within her firm, community and industry.

Santhosh Ramdoss

President and Chief Executive Officer, Gary Community Ventures

Previously, Santhosh served as Gary’s VP of Impact Investing, overseeing the organization’s endowment and helping deploy a larger pool of financial assets in service of its mission. Santhosh helped Gary established partnerships with leading impact fund managers and companies while incubating capital vehicles like The Dearfield Fund for Black Wealth, which offers downpayment assistance to Black homebuyers in Metro Denver.

Before Gary, Santhosh was part of the investment teams at the Skoll and Michael & Susan Dell foundations. He has also served as a community organizer, start-up entrepreneur and community banker.

Santhosh was raised by a single mother in a small Indian village, learned to speak English by watching television, and was 25 before he boarded an airplane. He takes pride in his identity as an immigrant and leverages these experiences to inform his commitment towards equity.

Patrick Reed

CEO, YourStake

Patrick is the Co-Founder and CEO of YourStake, which provides explainable ESG analysis and reporting tools to financial advisors. Prior to co- founding YourStake, Patrick co-founded Real Impact Tracker which published an open-sourced methodology for scoring the ESG impact of asset managers. He also worked in renewable energy and sustainable finance for firms including Solar Mosaic and Restituo Advisors. While earning a dual degree in Econometrics and Environmental Studies at Yale, Patrick conducted his thesis on climate-economic modeling under Nobel-prize winning Nordhaus and led Yale’s fossil fuel divestment movement. Patrick published one of the first academic papers on Green Bonds in the Journal of Investing, and was named 30 under 30 in Socially Responsible Investing.

Mark Regier

Vice President, Stewardship Investing Director of Sales, Praxis Mutual Funds®

Praxis Mutual Funds® and Everence Financial® is a leading provider of faith-based financial products in the United States and a ministry of Mennonite Church USA. Mark has been involved in the field of ethical and socially responsible investing at Everence for over 25 years. He oversees the company’s work in socially responsible and impact investing (including investment screening, proxy voting, corporate engagement and community investing). He works with products and programs throughout Everence to strengthen their creative integration of faith and finances.

As Director of Sales for Praxis Mutual Funds, Mark provides leadership for the Praxis sales program. In this role, his primary focus is identifying and pursuing strategic opportunities for growth within the socially responsible, faith-based and impact investing industry.

J. Alan Reid, Jr.

Co-founder, Iconik

Iconik is a fintech company that is defining a new market based on the transformative power of shareholder voting. His experience spans the wealth management and brokerage industries, with a track record of building a successful mutual fund company, guiding industry groups, bulge bracket firms, family offices, and startups.

Known for creativity and ingenuity, Reid was recruited by Gordon Getty, to develop innovative businesses focused on Mr. Getty’s interest in the evolution of asset management. Reid held the positions of president and chief executive officer of many Getty controlled entities including Forward Management, ReFlow Management, Sierra Club Mutual Funds and Sutton Place Management until 2015. During his tenure, these companies shared a family office investment approach with astute retail investors. By addressing tax impact and liquidity, they were the first to bring awareness to mutual fund market timing, and mutual fund liquidity limitations, while leading the industry move to Liquid Alternatives. During Alan’s tenure, Forward went from $70 million to $7 billion in assets.

Gabe Rissman

President, YourStake

Gabe is the Co-Founder and President of YourStake, which provides explainable ESG analysis and reporting tools to financial advisors. Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, and was named 30 under 30 in Socially Responsible Investing.

Prior to founding YourStake, Gabe co-founded Real Impact Tracker, which published an open-sourced methodology for scoring the ESG impact of asset managers. He has also published academic papers on ESG investing, and held positions at Rockefeller & Co and the Connecticut Green Bank.

Gabe holds a B.S. computational astrophysics from Yale, where he also led Yale’s fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.

Rachel J. Robasciotti

Founder and Chief Executive Officer, Adasina Social Capital

Adasina Social Capital is an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Rachel’s passion for social justice investing is rooted in her background as a Black, queer woman and growing up in a community that struggled for safety and financial security within a rural town that was largely segregated. Among her many contributions, Rachel has been called upon to testify before the United States Senate regarding the state of financial markets. She is also regularly featured in the media, including The New York Times, Bloomberg, CNBC, Forbes, and Financial Planning Magazine as a leader in the financial industry for integrating issues of racial, gender, economic, and climate justice into investment portfolios. In addition to her work at Adasina, Rachel is a co-creator of the Due Diligence 2.0 Commitment, an effort to transform the investment industry and increase capital flow to Black, Indigenous, and
people of color asset managers. She served as Treasurer of the Board of Directors for Resource Generation, is a Board Member for One Fair Wage.

Larisa Ruoff

Director of Shareholder Advocacy with Loring, Wolcott, & Coolidge Trust, LLC

Larisa joined LWC in 2013 and runs the Shareholder Advocacy program. Previously, she was Director of Shareholder Advocacy for Green Century Capital Management and Research Director for Corporate Accountability International. She graduated from St. Lawrence University and holds a Masters of International Law and Diplomacy from The Fletcher School at Tufts University, and has a CFA Institute Certificate in ESG Investing.

Annie Sanders

Director of Shareholder Advocacy, Green Century Capital Management, Inc.

Annie leverages the Funds’ and the firm’s clout as a shareholder to drive companies to adopt more environmentally sustainable policies and practices. Prior to joining Green Century in 2022, she served as Executive Director of Green Corps, where she worked for 16 years advancing campaigns to protect our climate, expand clean energy, promote land conservation and protect wildlife. She holds a BA in Environmental Studies from the University of Chicago

Joe Sinha, CIMA®, CSRIC®

Chief Marketing Officer, Parnassus Investments

Joe is the Chief Marketing Officer with oversight responsibility for client service, business development and marketing. Prior to joining Parnassus Investments in 2015, Joe served as Senior Vice President and held key leadership roles in sales, marketing strategy, product development, and mergers/acquisitions at Wells Fargo Funds Management, LLC. Prior to Wells Fargo, he held leadership roles in data management and product development at Morningstar, Inc. Joe has over 20 years of experience in the mutual fund industry and holds the Series 7, 24, 63, and 66 securities licenses. He earned a bachelor’s degree in English from the University of Michigan and a master’s of business administration from the University of Southern California.

Julie Skye

Managing Member, Chief Compliance Officer, Sustainable Advisors Alliance, LLC.

Julie Skye is a Founding Member and the Chief Compliance Officer of the Sustainable Advisors Alliance, LLC, headquartered in Tulsa Oklahoma. She has combined her experience with her passion for sustainable-impact investing and works with families, nonprofits, and endowments. Her research-based best practices, strategic planning and investment policy design are critical skills in helping clients develop risk-adjusted investment portfolios. Her work on Sustainable Impact Investing became her sole focus and she launched her own Registered Investment Advisory firm, Skye Advisors LLC, in December of 2017. In 2020, during the Pandemic, she and 5 other ESG Advisors co-founded SAA.

Mark D. Sloss

Founder and Chief Executive Officer, Regenerative Investment Strategies

Regenerative Investment Strategies, consulting to asset and wealth managers, charitable institutions and family offices on making the transition from a “traditional” to a sustainable and ultimately regenerative economy and markets. He is also a Partner and global multi-asset portfolio manager for Wilde Capital Management, building public and private portfolios and practices that move us further down the path to a more sustainable, inclusive and just economy and society.

In 2005, Mark was asked to join UBS Wealth Management Americas to lead institutional manager research, which began another eleven year journey concluding with the founding of Regenerative Investment Strategies and Wilde Capital Management.

Mark is currently serving on the leadership team for the Future Capital Initiative, a UN-aligned effort to reformulate global capitalist systems to be more conscious, more equitable, and more just in pursuit of the seventeen United Nations Sustainable Development Goals.

Anna Smukowski

Senior Director, Capital Programs, Enterprise Community Loan Fund

Anna is responsible for ECLF’s Impact Note program in addition to supporting capital raising, fund structuring and impact measurement and management efforts for on- and off-balance sheet lending. Prior to joining ECLF in 2022, she led LISC’s $200 million retail note offering, coordinated investor relations and positioned LISC’s capital raising within ESG, impact and social bond frameworks. She also managed $50 million in LISC’s Paycheck Protection Program (PPP) deployment and has structured and managed affordable housing and economic development funds, as well as pay for success work through a Social Innovation Fund grant award. Anna started her career as a strategy and operations consultant at Deloitte, where she was seconded to the UN Global Compact to examine corporate trends in carbon disclosure. She received her B.S. from NYU Stern and her M.B.A. from Columbia Business School.

Dail St. Claire

Chief Investment Officer, Aurivos

Dail is a CIO, Business Advisor, and Board Director focused is wealth/asset management, fintech and climate tech. With over 25 years in Climate Finance and Sustainable Investments, she began her career managing assets for NYC’s $240 billion public pension fund. Dedicated to advancing a global sustainable economy, she’s managed several global businesses with P&L responsibilities, serves on several private company boards and is Independent Board Director and Audit Committee Member, Verde Clean Fuels, (Nasdaq: VGAS).

Dail St. Claire is Chief Investment Officer, Aurivos, a family office focused on climate tech and energy direct investments. Advising ZeroSix, a portfolio company, she helped design and execute a go-to-market strategy for:
• new verified blockchain-based carbon credits to RIAs and institutional investors
• digital platform that enables carbon credit protocols, adhering to ZeroSix strict guidelines to be anchored to the Energy Web.

Dail holds a BA in Cultural Anthropology from the University of California, San Diego, and a MA in Public Policy/Business from the University of Chicago Harris School.

Brian Svendahl, CFA

Senior Portfolio Manager, RBC Global Asset Management (U.S.) Inc.

Brian is a senior portfolio manager within the BlueBay Fixed income team. He has been the lead portfolio manager for RBC GAM’s impact investing strategies since 2006 along with many government and mortgage strategies. Brian joined RBC GAM in 2005 and has co-led the Minneapolis-based fixed income group since 2012. He had previously held several risk management, research, and trading positions with a large American multinational financial services company and first started in the investment industry in 1992.

Shivani Vohra

Portfolio Manager and Senior Research Analyst, Parnassus Growth Equity Fund

Shivani is a Portfolio Manager of the Parnassus Growth Equity Fund and a Senior Research Analyst. She has responsibility for portfolio management for the firm’s Growth Equity strategy and firmwide research. Shivani joined Parnassus in 2019 and previously served as a Parnassus research intern. Prior to joining Parnassus, she worked at Darlington Partners as an Associate and Morgan Stanley as an Investment Banking Analyst. Shivani received her bachelor’s in Economics from Yale University and her master’s degree in business administration from Harvard Business School.

Megan Waters

US Policy Advisor, FAIRR

Megan serves on a consultancy basis as FAIRR’s US Policy Advisor. She provides strategic input and analysis to FAIRR on both US policy and on geopolitical issues.

Megan is a former US trade negotiator, having served in the International Trade Administration at the US Department of Commerce and at the Office of the US Trade Representative in the Office of the President of the United States. Since leaving government service, Megan has served as an economic, political and policy advisor to foundations, NGOs and investors, with a focus on agricultural and food system transformation. Prior to government service, Ms. Waters worked as an economic consultant focused on mergers and acquisitions.

Megan is based in Washington, DC. She holds a BA from Smith College and and MSc from the London School of Economics.

Heidi Welsh

Executive Director, Sustainable Investments Institute (Si2)

Heidi oversees Si2’s impartial, in-depth research and publications covering corporate responsibility issues for institutional investors, mainly those raised in shareholder resolutions. She has been the lead author on several studies about corporate influence spending in the United States; she also has covered a wide array of social and environmental issues and is an expert on the SEC shareholder proposal rule. Lately she has been closely tracking anti-ESG developments. Welsh began her career at one of the original responsible investment think tanks—the Investor Responsibility Research Center—and for 16 years ran a monitoring program assessing fair employment practices in Northern Ireland. She holds a B.A. from Carleton College, cum laude, and an M.S. from the Institute for Conflict Analysis and Resolution at George Mason University.

Amy T. Wilson, CFA

Director of ESG Investing and Portfolio Manager, Glenmede

Amy guides the firm’s approach to environmental, social and governance (ESG) investing by leading the integration of ESG criteria across fundamental equity and fixed income investment strategies. She also supports the firm’s existing quantitative, ESG-oriented strategies as a Co-Portfolio Manager. Amy is a key member of GIM’s Investment Stewardship Committee, a team focused on GIM’s shareholder engagement efforts.

Amy earned a Master of Business Administration with honors from the Wharton School of the University of Pennsylvania. She graduated as Student Marshal, summa cum laude, of Pennsylvania State University’s Smeal College of Business with a Bachelor of Science degree in finance, minor in international business, and honors in finance and secondary education as part of the Schreyer Honors College. Amy is a Chartered Financial Analyst® charterholder.

Kathleen Wrynn

Executive Director, DLT Strategy Lead, J.P. Morgan

Kathleen is an Executive Director in the Chief Technology Office (CTO) of J.P. Morgan where she serves as the Strategic Advisory Group’s strategy lead for Distributed Ledger Technologies (DLT) including blockchain. Prior to joining J.P. Morgan, Kathleen spent thirteen years working in asset management at DWS and Deutsche Bank. There she worked across multiple functions including product development, strategy, business management, operations, and digital marketing spanning most asset classes. Most recently, she was a founding member of the Global Digital Products group responsible for defining the overarching digital assets strategy for DWS globally.

Kathleen received a Masters degree in International Economics and Finance from Brandeis International Business School as well as a Bachelors degree from Brandeis University. She holds multiple certifications on blockchain and other emerging technologies from MIT Sloan School of Management, Wharton UPenn, and several other institutions.

Glen Yelton

Global Head of ESG, Invesco

In this role, he is responsible for overseeing and driving Invesco’s environmental, social, and governance investment strategy on a global scale.
Glen joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2017 and served as director of environmental, social and governance (ESG) and impact investing. Before that, he was head of impact research at SNW Management. Previously, he was a research manager at IW Financial and director of research at American Values Investments. Glen earned a BS degree in cross-disciplinary studies from East Tennessee State University.

For additional information, please contact:

Jennifer Waterman
Office Phone: 719-478-7056