Speakers

ESG for Impact! Pioneers - Innovators - Disrupters

2021 In-Person, Advisor-Focused Summit

October 10-12, 2021 | The Broadmoor Hotel, Colorado Springs, CO

Speakers

Monique Aiken

Managing Director, The Investment Integration Project (TIIP)

The Investment Integration Project (TIIP) is a consulting services and applied research firm that provides advice, thought leadership and a turnkey solution to help investors manage systemic risks and opportunities. Monique Aiken is also a Contributing Editor at ImpactAlpha, a digital news magazine for the impact investing sector, where she hosts “The Reconstruction”, a podcast about moving capital towards justice. She is passionate about social and systems change and positive impact and has been guiding investors in aligning their social impact and investment objectives for over a decade. 

Her experience includes time as Vice President, Programs, at Mission Investors Exchange, a 250+ member network for outcomes focused practitioners in impact investing; Director at Tideline, a boutique strategy consultant in impact investing; and Project Manager for No Ceilings: The Full Participation Project at the Clinton Foundation. Prior to that, she spent nearly 15 years in financial services, including with Bank of America’s Loan Origination group, Citigroup’s Debt Capital Markets team, and Deutsche Bank’s Commodity Derivatives group. Monique Aiken has been a featured speaker for Council of Development Finance Agencies, High Water Women, Mission Investors Exchange, Philanthropy Unbound, Silicon Valley Executive Center, SOCAP Global, Stern Women in Business and USAID and has been published by ImpactAlpha and Giving Compass.  

Monique Aiken is a proud Toigo, SEO, and INROADS alum and holds an MBA from NYU Stern School of Business, where she specialized in Financial Instruments and Markets and a B.Sc. in Foreign Service from Georgetown University.

RAlexander

Rick Alexander

Chief Executive Officer of the Shareholder Commons

The Shareholder Commons is a non-profit organization dedicated to helping shareholders use their power to protect common resources and vulnerable populations.

Rick Alexander practiced law for 30 years at the law firm Morris, Nichols, Arsht & Tunnell, LLP, including four years as managing partner. During that time, he was selected as one of the ten most highly regarded corporate governance lawyers worldwide and as one of the 500 leading lawyers in the United States. In 2015, Rick Alexander became Head of Legal Policy at B Lab, where he worked to create sustainable corporate governance structures around the globe.  He left that position in 2019 to organize The Shareholder Commons.

Rick Alexander is a member of the Delaware Corporation Law Council, the body responsible for maintaining the premier corporate statute in the United States, where he previously served as Chair, testifying multiple times in the Delaware General Assembly, and drafting and shepherding important legislation, including provisions prohibiting mandatory arbitration, enabling proxy access, protecting majority voting and authorizing benefit corporations.  He served eight years on the American Bar Association Corporate Laws Committee and was the chief draftsperson of its White Paper on Benefit Corporations.

Mary Bruce Alford

Senior Vice President of Investor Relations, Hope Credit Union

Mary Bruce Alford directs HOPE’s capitalization strategy with impact investors and mission depositors towards the goal of improving lives in economically distressed areas of the Deep South. Under her leadership, HOPE’s investor relations team has raised over $250 million in low-cost debt, $86 million in federal grants and $77 million in philanthropic support.

Prior to HOPE, Mary Bruce Alford spent a decade at the Trust for Public Land where she Co-Directed the Conservation Almanac and worked on ballot initiatives resulting in hundreds of millions of dollars for the enhancement of public spaces. Mary Bruce Alford earned a Bachelor’s degree at The University of the South: Sewanee and a Master’s degree in Public Policy and Administration from Mississippi State University.

David Bennell

Managing Director of Partnerships and Engagement, CPG Hyphen Global

CPG Hyphen Global is a Swiss-based, private equity-funded company developing digital green finance tools. Previously, David Bennell worked as the North American Manager of Food and Nature for the World Business Council for Sustainable Development (WBCSD) and as Program Director of Food and Capital Markets for the investor-led organization Ceres. He’s helped create and/or co-author important investor/corporate insights, events and tools including the 2021 report Transformational Investment in Climate Smart Agriculture, the 2020 report US Agriculture’s Opportunities to Contribute to the Sustainable Development Goals, the 2019-2021 Food Systems Dialogues for Investors series, and the investor education portal Engage The Chain, among others.

He’s worked in the corporate sector for Microsoft, REI and LL Bean focused on R&D and leadership development, co-created the investor-funded for-profit social enterprise company CottonConnect, helped co-create a multimillion-dollar impact investing fund, and led the apparel industry standards development non-profit Textile Exchange. David Bennell spent nine years on the board of one the USA’s leading CDFIs (Coastal Enterprises, Inc) and currently serves on the board of Wolfe’s Neck Center home of OpenTEAM, a leading technology effort for enabling transparent and accessible agricultural data for farmers, ranchers and producers.

David Bennell created the world’s most watched sustainability learning series viewable on Linked In Learning. He held a five-year adjunct faculty position at MIT in the Department of Aeronautics and Astronautics teaching the product development process and green product design. He lives on the coast of Maine with his wife and family.

William Burckart

President, The Investment Integration Project (TIIP)

The Investment Integration Project (TIIP) is a consulting services and applied research firm that provides advice, thought leadership and a turnkey solution to help investors manage systemic risks and opportunities.

William Burckart has advised a range of clients, including investment management firms, private foundations and endowments, government and major industry bodies, working with them to integrate impact and investment goals through the development and implementation of related strategies. He has also contributed to the field through groundbreaking research, including the development of market insights and practical guidance for investors and financial advisors in collaboration with the Money Management Institute (MMI); co-editing the New Frontiers of Philanthropy: A Guide to the New Tools and Actors that Are Reshaping Global Philanthropy and Social Investing (Oxford University Press), and helping to write the “Status of the Social impact investing Market: A Primer” (UK Cabinet Office) that was distributed to policymakers at the inaugural G8-level forum on impact investing.

His writing has been featured in Barron’s, Pensions & Investments, The Guardian, Forbes, Quartz, top1000funds, Investment & Pensions Europe (I&PE), Benefits & Pensions, InvestmentNews, Stanford Social Innovation Review (SSIR), ImpactAlpha, CSRwire, Alliance, The Chronicle of Philanthropy, FundFire and Next Billion to name a few. William Burckart is a fellow of the High Meadows Institute and co-author of the book 21st Century Investing: Redirecting Financial Strategies to Drive Systems Change (Berrett-Koehler, 2021).

Coombs, Jennifer Headshot 180X180

Jennifer Coombs

Associate Professor, The College for Financial Planning

Jennifer Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program developed in partnership with US SIF as the first professional financial education program in the United States exclusively devoted to sustainable investing.

Prior to joining the College, Jennifer Coombs worked for several Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading, and portfolio management. Jennifer Coombs 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” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, The SRI Conference, and Advisor Group. Jennifer Coombs is also sought out for her expertise on ESG education and market outlooks, and has been quoted in The New York Times, The AP, Market Watch, Investment News, Money Magazine, Citigroup, GreenMoney Journal, Financial Advisor IQ, RIABiz, Wealth Management, and Proactive Advisor Magazine.

Jennifer Coombs holds a Master of Science in Finance and is a member of the ESG Advisory Board at Investment News and serves on the education committee of US SIF. Post-pandemic she resides in her home state of Vermont.

Caroline Draxl

Senior Scientist, NREL

Caroline Draxl works to advance the current state-of-the-art in mesoscale modeling as it specifically pertains to wind energy. Caroline uses mesoscale models to research wind resources in various countries and participates in on- and offshore boundary layer research and in the coupling of the mesoscale flow features (kilometer scale) to the microscale (tens of meters). Further areas of interest include solar energy, large eddy simulations, and data assimilation for renewable energies. She is the technical lead for NWTC’s Atmospheric Science and Resource Assessment portfolio.  View Caroline Draxl’s full credentials here.

Kate Finn

Executive Director, First Peoples Worldwide

Kate Finn’s expertise concerns articulating how the impacts of development in Indigenous communities must be addressed at all levels of business and investment in order to build healthy Native economies and communities for generations. Among several papers, she co-authored Social Cost and Material Loss: The Dakota Access Pipeline, Harnessing Private Equity for Indigenous Peoples and Responsible Resource Development and Prevention of Sex Trafficking: Safeguarding Native Women and Children on the Fort Berthold Reservation. Her article “Recalibrating Risk Assessment for Indigenous Women” appeared in the March 2020 issue of Green Money Journal. Prior to her directorship, Kate served as Staff Attorney for First Peoples.

Kate Finn holds a J.D. and a Master’s 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 the First Nations Community Financial and Unified Solutions Tribal Community Development Group. Prior to her work with First Peoples, she served as a Program Coordinator with the Denver Victim Services Network, working on the local level to connect service agencies and advocated at the federal level for adequate protections for victims of crime. Kate Finn is an enrolled citizen of the Osage Nation.

Danielle Fugere

President & Chief Counsel, As You Sow

Danielle Fugere leads As You Sow’s program teams in creating lasting social and environmental change through shareholder advocacy and legal initiatives. She brings an in-depth knowledge of clean energy, sustainability, and team building to her work. Danielle previously served as Executive Director of the Environmental Law Foundation, focusing on environmental health and water protection; as Western Regional Program Director for national nonprofit Friends of the Earth, she spearheaded innovative climate change strategies and directed campaigns to promote sustainable alternative energies and fuels.

Through her work, Danielle has been instrumental in securing industry conversions to environmentally sound technologies and securing compliance with environmental laws. She holds a J.D. from the University of California, Berkeley School of Law and a B.A. in Political Economics from the University of California, Berkeley.

George R. Gay

George Gay

Chief Executive Officer, First Affirmative Financial Network

George Gay 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, Gay 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 Gay 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 Gay is well versed in analysis and portfolio rating assessment, emerging trends, wealth management and how ESG/SRI investing can make the future better.

George Gay 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, Impax Asset Management, LLC

Julie Gorte oversees environmental, social and governance-related research on prospective and current investments as well as the firm’s shareholder engagement and public policy advocacy. She is also a member of the Impax Gender Analytics team.

Prior to joining the firm, Julie Gorte served as Vice President and Chief Social Investment Strategist at Calvert. Her experience before she joined the investment world in 1999 includes a various number of roles. Julie spent nearly 14 years as Senior Associate and Project Director at the Congressional Office of Technology Assessment. Additionally, she has held the roles of Vice President for Economic and Environmental Research at The Wilderness Society, and Program Manager for Technology Programs in the Environmental Protection Agency’s policy office and Senior Associate at the Northeast-Midwest Institute.

Julie Gorte serves on the boards of the Endangered Species Coalition, E4theFuture, Clean Production Action and is the board chair of the Sustainable Investments Institute.

Julie Gorte received a Ph.D. and Master of Science in resource economics from Michigan State University and a Bachelor of Science in forest management at Northern Arizona University.

Theresa Gusman, FSA

Theresa Gusman

Chief Investment Officer, First Affirmative Financial Network

Theresa Gusman, is on a mission to change the way companies, advisors and individuals see their investments. Theresa Gusman’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 AffirmativESG platform provides a unique, proprietary foundation for analysis, assessment and measurement. All of these factors combine to help Theresa Gusman in her work toward making sustainable, responsible, and impact investing accessible to all.

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

Carrie Hanson

Director of Development for Colorado Enterprise Fund

Carrie Hanson joined Colorado Enterprise Fund (CEF) in 2017 as Director of Development.  She raises lending and operating capital and creates strategic partnerships and program initiatives that drive the organization’s impact growth and serve Colorado’s diverse small business market.

Since joining CEF, Carrie Hanson has secured $10M in grants and nearly $40M in investment loan capital through increased investment from existing institutional investors including national and community banks, corporations, state and local governments and investment funds.  Fund growth is also due to diversifying CEF’s capital stack of investors to now include multiple local foundations and donor advised funds.  Increased existing and new investment partners were critical to CEF’s ability to meet the demands of COVID-19, where the organization served 10X clients and deployed 5X capital (YOY).  CEF’s asset size has increased 275% since Carrie Hanson joined the team.

Carrie Hanson’s career has focused on investor engagement to develop community to its fullest potential.  Prior to CEF, she worked as the Vice President of Development at Junior Achievement-Rocky Mountain Inc. raising money and volunteers to help youth access financial literacy and entrepreneurial programs.  She started her career as a commercial real estate lender and asset manager, investing capital to build business and community.

Carrie Hanson earned a Bachelor of Finance from the University of Northern Iowa and a Nonprofit Executive Management certificate from Penn State University.

Bruce Herbert

Chief Executive, Newground Social Investment

Trained on Wall Street but informed by community values, Bruce Herbert grew up on a Virginia farm that’s known five generations of his family.

He founded Newground, the 1st Social Purpose Corporation and one of the oldest sustainable-impact RIAs, which provides money management, financial planning, and philanthropic consultation to interesting people and visionary institutions dedicated to the common good.

Under Bruce Herbert, Newground and sister firm Investor Voice have led hundreds of shareholder engagements.

Success highlights include: DuPont: saved the Okefenokee NWR from a 50-year-long strip-mining operation; McDonald’s: brought about global reductions in pesticide use; Costco: caused adoption of land-procurement policies that now protect culturally & environmentally sensitive areas worldwide; Champion International: protected an important Tennessee river from significant pulp & paper pollution, and caused the mill to become a worker-owned cooperative.

Along the way, Bruce Herbert has served in leadership roles with ICCR, the Northwest Coalition for Responsible Investment, and the NW Board of US|SIF; and received a Migration and Refugee Services humanitarian award from USCC, served as a human rights observer in Northern Ireland, and been a consultant to public pension funds, ESG mutual funds, and the successful student divestment campaign at Seattle University.

Laura Isanuk

Investment Advisor, Sustainable Advisors Alliance

Laura Isanuk has earned her Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS®) designations. As if life was not busy enough during these past few months, Laura Isanuk recently co-founded Sustainable Advisors Alliance with other industry experts to continue and grow the impact investing industry. Laura works directly with clients- both individuals and businesses, to plan for their financial future while investing in line with their personal values. Previously she has held positions with Standard & Poor’s, UBS Wealth Management, Jackson National, and First Affirmative Financial Network. 

Laura Isanuk serves on the board of B Corp Colorado and is a Young Professional Board Member of the Nature Conservancy.  Laura Isanuk holds a B.A. in Economics and Environmental Studies from Colgate University and a certificate in Corporate Social Responsibility (CSR) from the University of Colorado Boulder. Laura Isnauk resides in Denver where she takes full advantage of Colorado’s sunshine with her dog, Zion, be it by backcountry skiing, gardening, or relaxing outside with a good book.

Garvin Jabusch

Chief Investment Officer, Green Alpha Advisors

Garvin Jabusch leads investment research; conducts macroeconomic, scientific, and technological analysis; and develops and communicates the Next Economy investment approach.

Prior to co-founding Green Alpha with Jeremy Deems in 2007, Garvin Jabusch had realized that traditional investment methods constrained the opportunity to have impact and achieve long-term competitive returns. How could he invest in the leaders of tomorrow’s sustainable economy if they were limited to an index of the carbon economy’s winners? Together with Jeremy, Garvin Jabusch decided to throw out the rule book, found Green Alpha, and begin investing in the Next Economy—a method that aims to invest only in innovative solutions to system-level risks like climate change, never in their causes.

Garvin Jabusch previously worked at Forward Management, LLC where he managed the Sierra Club Stock Fund and the Sierra Club Equity Income Fund.

Garvin Jabusch holds an MBA in international management and finance from the American Graduate School of International Management (Thunderbird). His mix of business and science-intensive backgrounds brings knowledge of long-term systemic risk and societal collapse to portfolio management.

Ivy Jack

Head of Equity Research, NorthStar Asset Management

Ivy Jack joined NorthStar in 2015 as our Head of Equity Research to synthesize and expand NorthStar’s investment research process and enhance the work of the portfolio management team. Ivy Jack works with our investment advisors on incorporating NorthStar’s vision of socially responsible investing (SRI) into investment ideas and leads the investment team in fundamental financial and SRI analysis of current and potential portfolio companies.

Earlier in her career, Ivy Jack worked on Wall Street where she was a vice president in the equity research department at Barclays Capital (formerly Lehman Brothers) where she covered the food and drug retail industry. She was awarded honorable mention in the Institutional Investor Survey, and worked on a team that was consistently ranked #1 for its research coverage.

Ivy Jack currently sits on the Board of Governors for the Harvard Business School Association of Boston and the Harvard Business School African American Alumni Association. She is a member of the finance committee of YW Boston and serves on the Board of Directors for Brookview House, Inc.

Ivy Jack graduated summa cum laude from Spelman College with a B.A. in Economics and was inducted into Phi Beta Kappa academic honor society. She received an M.B.A from Harvard Business School where she was a Robert F. Toigo Fellow, and an M.P.A. from the Kennedy School of Government at Harvard University, where she was a Fellow for the Institute for International Public Policy. She enjoys reading and has traveled extensively, having lived and studied on three different continents. She is a native of Baton Rouge, Louisiana.

Pooja Khosla, Ph.D.

Executive Vice President Client Development at Entelligent

Dr. Pooja Khosla is an economist, econometrician, mathematician and a thought leader in the sustainability and climate finance space. Pooja Khosla has deep knowledge to build sustainable investing solutions. She has extensive experience in predictive modeling, Microfinance and designing impact investment tools. Pooja Khosla has been working on impact solutions since 2003 both nationally and internationally. Pooja Khosla has been working with Entelligent since 2016 developing Entelligent’s Smart Climate technology and business, Smart Climate Indices as well as additional climate risk related products with partners such as Societe Generale and UBS. She is one of the inventors of patented Smart Climate technology. Pooja Khosla has several publications in economics, impact investing and microfinance. Her publications footprint include lead journals such as FT and P&I.

Besides designing sustainability products Pooja Khosla has a teaching career training student in economic applications and data science. Pooja Khosla holds a Ph.D in economics, and master degrees/diploma in four disciplines including economics, statistics, climate finance and public relations.

Klaassen, Johann headshot 180x180

Johann A. Klaassen

Executive Vice President and Chief Investment Officer, Horizons Sustainable Financial Services

Johann Klaassen develops asset allocation strategies and oversees investment policy for Horizons’ individual and institutional clients.

He is a CFP® designee and was among the first in the nation to embrace the AIF® designation holding certificate #70. He earned a B.A. from St. John’s College, Annapolis/Santa Fe, and Master and PhD degrees from the Philosophy Department of Washington University, St. Louis, where he specialized in Ethics and Social Philosophy.

Johann Klaassen continues to write and publish, for both academic and popular press outlets. He is a frequent guest lecturer in philosophy departments and business schools at colleges and universities, and at business and social justice conferences.

David Krantz

David Krantz is completing his PhD in sustainability at Arizona State University, focusing on solar energy and faith-based environmentalism. Drawn by a religious impulse to integrate scholarship and social action, David Krantz was a member of the ASU team which won the Intentional Endowment Network’s 2021 Corporate Engagement Competition; he will present the team’s remarkable work on BlackRock at the Conference. David earned master’s degrees in public administration and Judaic studies from New York University, a master’s degree in journalism from UC Berkeley, and a degree in journalism and Hebraic studies from Rutgers University.

Kroll, Katherine Headshot 180X180

Katherine Kroll

Investment Specialist, Brown Advisory

Katherine Kroll is a member of the equity research team serving as an investment specialist for our Large-Cap Sustainable Growth strategy. She also assists with leading the firm’s engagement efforts with companies, issuers, and municipalities to promote deeper adoption of ESG. Prior to this, Katherine Kroll was a senior institutional sustainable investing specialist working primarily to assist the building of the institutional business’s approach to sustainable investing. In 2019, Katherine Kroll was named to the SRI Conference’s list of “30 Under 30” sustainable investing professionals. She is currently an MBA candidate at the University of Texas and was previously a Chapter Leader of WISE (Women Investing for a Sustainable Economy) in Boston, MA. Prior to joining Brown Advisory, Katherine Kroll helped lead the shareholder advocacy efforts for Green Century Capital Management, engaging with fortune 500 companies and serving on two advisory boards for the UN PRI.

Katherine Kroll earned her BA from the University of Vermont. She is active in the community and currently serves as the Diversity, Equity and Inclusion Chair at The University of Texas, McCombs School of Business Government Business Council.  She also dedicates time to the Intentional Endowments Network, SASB’s Standards Advisory Group and SAFE (stop abuse for everyone).

Justina Lai

Chief Impact Officer and Shareholder at Wetherby Asset Management

Justina Lai leads the firm’s impact investing strategy and impact integration across investment management, client service, and operations.

Justina Lai has over a dozen years of experience in the impact investing industry at organizations such as Sonen Capital, the Rockefeller Foundation and Rwanda Ventures. Prior to her career in impact investing, she worked across the US and Europe in investment banking and private equity.

Justina Lai serves on the Board and IC for the San Francisco Foundation, the Board and IC of ICA, and the Board of Turning Green.

Lukomnik, Jon Headshot 180X180

Jon Lukomnik

Author, Moving Beyond Modern Portfolio Theory: Investing That Matters

Forbes calls long-time institutional investor Jon Lukomnik one of the pioneers of modern corporate governance.

Jon Lukomnik’s new book, “Moving Beyond Modern Portfolio Theory: Investing That Matters” (www.BeyondMPT.com) is co-authored with Jim Hawley. Their work focuses on MPT’s inability to deal with systematic risk, and how investors can and do mitigate risks such as climate change, income inequality, lack of diversity, and anti-microbial resistance. In the process, they are redefining what it means to “invest”.

The managing partner of Sinclair Capital LLC, a strategic consultancy to institutional investors, Jon Lukomnik served for more than a decade as the executive director of the IRRC Institute and is a former Pembroke Visiting Professor at the Judge Business School at Cambridge. He co-founded the International Corporate Governance Network (ICGN) and GovernanceMetrics International (now part of MSCI). He has been the investment advisor or a trustee for more than $100 billion (including New York City’s pension funds) and has consulted to institutional investors with aggregate assets of $1 trillion dollars. He is a member of the Deloitte Audit Quality Advisory Committee and a trustee on the Van Eck mutual funds, insurance trusts and UCITs.  He is a former Senior Fellow for the High Meadows Institute and was a member of the Standing Advisory Group of the Public Company Accounting Oversight Board.

Jon Lukomnik is also the co-author of two previous books, What They Do with Your Money and “The New Capitalists (Financial Times pick of the year).  He has been honored by the ICGN, Council of Institutional Investors, Ethisphere, the National Association of Corporate Directors, Transparency Task Force, and Global Proxy Watch, among other

Malaika Maphalala, CPWA®

Partner and Wealth Advisor at Natural Investments

Natural Investments is a nationwide SEC registered investment advisory firm that has specialized in exclusively socially responsible and impact investing for over 30 years.

Malaika Maphalala provides portfolio management and financial planning for a small group of high-net-worth individuals, families, and institutions across the country that want to use their wealth as a tool to transform society and economic systems using humane, restorative, and ecological principles as the guide. Malaika Maphalala specializes in Regenerative Investing, which is investment that directly supports the regenerative capacity of communities and ecosystems. As a Partner, Malaika Maphalala leads the firms substantial focus on private impact investment opportunities.

Konda Mason

Found and President, Jubilee Justice, Inc.

Konda Mason is a social entrepreneur, earth and social justice activist and spiritual teacher. She is the President of Jubilee Justice, Inc a nonprofit working to bring economic equity to BIPOC farmers and ecological sustainability by introducing an innovative way of growing rice, while convening deeply transformational journeys exploring the intersection of Land, Race, Money & Spirit. She is the Co-Founder and founding CEO of Impact Hub Oakland, and the Strategic Director of RUNWAY, a financial activist organization dedicated to closing the racial wealth gap for African American entrepreneurs. Additionally, Konda Mason is the co-founder of the annual COCAP conference in Oakland, focused on “Building the We Economy” and a Just Transition.

Conor McFarland

Development Manager at Local Enterprise Assistance Fund (LEAF)

Conor McFarland joins LEAF after working for the Resident-Owned Communities-New Hampshire (ROC-NH) program of the New Hampshire Community Loan Fund, a CDFI located in Concord, NH. At ROC-NH, he consulted new and existing manufactured housing park cooperatives and supported the Credit/Portfolio Analyst in monitoring the manufactured housing park portfolio. Conor McFarland earned a Bachelor of Science in Economics and Minor in Spanish at the University of New Hampshire.

Monica Miller, CAIA®

Portfolio Manager for High Impact Funds I at Impact Investors, Inc.

High Impact Fund I at Impact Investors Inc. is a leading RIA providing Qualified Clients with cutting edge investment opportunities that go beyond ESG to make a real impact.

Monica Miller is focused on both private debt and equity strategies, responsible for identifying new investment opportunities, managing the due diligence process, and leading the fund investment committee to tactfully place capital into pure play social and environmental enterprises.

Previously, Monica Miller served as Director of Research with Ambata Capital Partners and Hedge Fund Director at Golden Gate Financial Group and was an industry consultant for niche alternative assets and impact investing projects. Monica Miller co-founded and was an executive with the San Francisco Chapter of CAIA® from 2007-2019, and served on the CAIA Gender Equity Committee from 2017-2019 creating guidelines to pave the way for more women in finance.

Victor Orozco, CSRIC™

Managing Partner, Bair Financial Planning

Victor Orozco’s zeal for solving puzzles and creating relationships give him the fundamental tools to fulfill Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions.”  It is with this same zeal that Victor Orozco and the Bair team help clients align their wealth with their values through sustainable investing and, to be allies to the LGBTQ+ community.

Victor Orozco sits on The Wealth Consulting Group’s Investment Strategy Committee (ISC), with a focus on the High Impact Portfolios (HIP). The HIP Portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating options.

You can find Victor Orozco, his wife, Bethel, and their daughters in their neighborhood of Little Italy (San Diego). Need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood? They are your people. They enjoy taking their daughters to the beach and the park. When it comes to their sports teams the couple do not always see eye to eye. Bethel cheers on all teams Boston. Victor Orozco roots on the Los Angeles Dodgers, New Orleans Saints, and of course his San Diego State Aztecs!

Sylvia Panek, AIF®

Investment Advisor and Financial Planner at Natural Investments

Sylvia Panek has worked in socially responsible investing for over 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 Panek serves on the board of 350 Chicago, a climate change group advocating for divestment from fossil fuel companies by institutions and individuals. She also participates on the board for Envest Microfinance, a domestic fund extending microfinance credit in developing countries.

Sylvia Panek attended Illinois State University, graduating with honors to achieve a dual bachelor’s degree in International Business and Marketing in 2004. She completed a Sustainability MBA at Marylhurst University in 2014.

Susan Ozawa Perez

Senior Portfolio Manager, Impact Investors, Inc.

Susan Hilary Ozawa Perez is an economist specialized in finance and economic development with two decades of research, consulting and professional portfolio management experience, who is passionate about financial vehicles for social impact and solutions to scale corporate sustainability.

Previously, Susan Ozawa Perez was a Portfolio Manager at Harrington Investments, a well-respected industry pioneer in the Socially Responsible Investment field. With a lifelong community service practice, Susan Ozawa Perez has served non-profits and in policy advocacy on issues ranging from human, women’s, immigrant and workers’ rights, to environmental justice, economic development and financial regulation.

She currently sits on the Board of Secure Justice, a non-profit addressing human and civil rights issues related to governmental operations and contracting. Susan Ozawa Perez has a Ph.D. in Economics and M.A. in Global Political Economy and Finance from the New School for Social Research, in New York City. She received her B.A. in Women’s Studies and Community Studies from UC Santa Cruz and is a licensed Uniformed Investment Advisor (Series 65, FINRA).

Ebony Perkins

Director of Investor Relations at Self-Help Credit Union

Ebony Perkins manages a team that helps groups and individuals invest funds in a socially responsible financial institution that supports communities that are underserved by conventional lenders.

She previously served as the Donor Relations Manager at Central Carolina Community Foundation. Ebony Perkins holds a Master of Public Administration degree from the University of North Carolina at Chapel Hill and a Bachelor of Science in Marketing degree from Claflin University. She also has an Executive Certificate in Financial Planning from Duke University.  Ebony Perkins was recognized on the SRI Conference’s inaugural 30 Under 30 List.

Rex Raimond

Director at Transformational Investing in Food Systems Initiative

Rex Raimond has more than 20 years of experience developing strategy and building effective partnerships for sustainable and equitable food systems. He applies his partnership-building skills to help build a movement among concessional, impact and commercial investors, companies, civil society organizations, and other stakeholders to increase investing in principles-aligned food system businesses that are economically viable and deliver sustainable impact.

Rex Raimond has worked on many aspects of food and agricultural systems transformation, including sustainable finance, crop insurance and agricultural policy, market incentives for soil health practices, sustainable supply chains, food safety, science and emerging technologies, sustainable landscape planning, and climate change. Rex Raimond is a multi-lingual, international environmental lawyer. Prior to joining the TIFS Initiative, he built partnerships at Meridian Institute, practiced environmental and land-use law in the Netherlands, and supported rural development projects in Zimbabwe. He lives in Colorado, USA with his wife and three children. He has lived in the Netherlands, South Africa, the United Kingdom, the United States, and Zimbabwe.

Mark Regier

Vice President of Stewardship Investing, Praxis Mutual Funds® and Everence Financial®

For nearly 25 years, Mark Regier had developed and overseen Everence’s work in ESG, socially responsible, and impact investing (including investment screening, proxy voting, corporate engagement and community investing). In addition, as Director of Sales for Praxis Mutual Funds, Mark Regier provides leadership for and management of the Praxis sales team. In this role, his primary focus is identifying and pursuing strategic opportunities for growth within the advisor community.

Mark Regier has been a member of the Board of Directors of US SIF: The Forum for Sustainable and Responsible Investment. He has also served as governing board chair for the Interfaith Center on Corporate Responsibility, the Isaiah Funds (disaster recovery investments) and as an executive committee member for Partners for the Common Good (faith-based community investments).  Mark Regier was also the founding chair for the International SRI Working Group (US SIF).  In his home community, Mark Regier provides board leadership for The Center for Healing and Hope, a nonprofit provider of healthcare to the uninsured.

In 2006, Mark Regier received the SRI Service Award, the U.S. social investment industry’s highest honor. With nearly 30 years of service to church institutions and a background in ethics and theological studies, Mark Regier is often a resource for national and international organizations and media on faith-based and impact investing issues.

Gabe Rissman

Co-Founder and President, YourStake.org

YourStake.org provides explainable ESG analysis and reporting tools to financial advisors. Gabe Rissman studied computational astrophysics and philosophy at Yale, while leading Yale’s fossil fuel divestment movement and student-managed Socially Responsible Investing fund. He has published academic papers on ESG investing, and has worked for Rockefeller & Co and the Connecticut Green Bank. Gabe Rissman 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.

Vanessa Roanhorse

CEO and Portfolio Lead, Roanhorse Consulting

Vanessa Roanhorse provides leadership and oversight over the entire portfolio of work as well as leads key strategies focused on ecosystem building, access to capital and community-led economic development activities. Vanessa Roanhorse got her management chops working for 7 years at a Chicago-based nonprofit, the Delta Institute, focused throughout the Great Lakes region to build a resilient environment and economy through creative, sustainable, market-driven solutions.

Vanessa Roanhorse oversaw many of Delta’s on-the-ground energy efficiency, green infrastructure, community engagement programs, and workforce development training. Vanessa Roanhorse is a 2020 Conscious Company Media’s World Changing Women in Sustainable Business award and is a 2020 Boston Impact Initiative Fund-Building fellow. She is a retired member of the ABQ Living Cities leadership table, is a founding member of the Zebras Unite cooperative, and an advisor to Angels of Impact Fund. She sits on the boards of Native Community Capital, Zebras Unite, Delta Institute, and the New Mexico Association of Grantmakers. Vanessa is one of 8 co-founders of Native Women Lead, an organization dedicated to growing Native women into positions of leadership and business. Vanessa Roanhorse is Diné (Navajo) citizen and resides in Tiwa Territory (Albuquerque, NM).

Caitlin Rosser

Senior Officer, Impact & Communications at Calvert Impact Capital

Caitlin Rosser leads Calvert Impact Capital’s impact measurement and management (IMM) efforts, including managing how we define and measure impact and report to internal and external audiences. As part of this work, she co-led the development of Calvert Impact Capital’s IMM strategy to focus on three key stakeholder groups: our investors, our borrowers, and the communities in which our borrowers work. Caitlin Rosser also supports Calvert Impact Capital’s thought leadership and growth goals and contributes to strategy, communications, and marketing efforts. She brings a dynamic experience of working in both the public and nonprofit sectors in a variety of roles.

ESG for Impact! Pioneers - Innovators - Disrupters

Matthew Segura

Director of Institutional Portfolio Management

Matthew Segura is the Director of Institutional Portfolio Management. He is a member of the Investment Strategy Team and is also a securities analyst. Matthew Segura joined SKBA in 2007 as a member of our research internship program and rejoined SKBA in 2011. Previously Matthew Segura worked at Charles Schwab & Co performing several roles: A Cash Management team member in the Treasury, and a Manager in Financial Planning and Analysis for Schwab’s largest retail divisions. Matthew Segura also served five years Active Duty in the United States Marine Corps. Matthew Segura received a BS in business administration from Haas School of Business at UC Berkeley and is a member of the CFA Society of San Francisco and the CFA Institute.

Liz Sessler

Managing Director Product and Partnership, CapShift

Liz Sessler oversees the development and refinement of CapShift’s product, including marketing and technology development, along with leading the Community Foundation business line. Prior to CapShift she co-founded and was a senior vice president at ImpactUs Marketplace LLC where she was responsible for client experience, business development, and marketing. Liz Sessler helped develop ImpactUs as the director of innovation at Enterprise Community Partners. Earlier in her tenure at Enterprise she oversaw the launch of Enterprise’s first retail investment product. Liz Sessler began her career at Calvert Impact Capital. She has also worked internationally connecting small and growing businesses with capital and technical assistance services. Liz Sessler has a BA in Public Policy Analysis from the University of North Carolina at Chapel Hill.

Brenna Simmons-St. Onge

Executive Director, The Alliance Center

Brenna Simmons-St. Onge works to create a regenerative future. She began her career developing and implementing sustainability programs for some of the world’s leading hotel brands, building 10+ years of Corporate Social Responsibility experience. After overseeing acquisitions and mergers as the task force General Manager for several properties, Brenna Simmons-St. Onge yearned to work on sustainability at the systems-level.  As she transitioned into the nonprofit sector, The Alliance Center was the ideal organization for her to harness her passion for sustainability. She has the honor of leading the organization to drive systems-level change towards a regenerative society.

Bill Stoddart

President/Founder of NorthFork Financial

NorthFork Financial is a fiduciary planning and advisory firm that integrates wealth and purpose and that manages ~$90mm in client assets and 45North Partners, a private wealth advisory firm with ~$30mm in assets that focuses on helping clients make direct impact investments. He is also co-founder and president of HomeStake Venture Partners, an investment firm which promotes community resilience by localizing wealth opportunities in direct collaboration with its portfolio companies.

Bill Stoddart was part of the inaugural cohort of the RSF Integrated Capital Institute, where he worked with fellow financial activists from across the country as they designed a variety of initiatives to further social justice and environmental sustainability. He has served on the Montana Wilderness School and Headwaters Economics Boards for the past three years and recently joined the Yellowstone Ecological Research Center’s board as well. He also serves on the Board of Cibus Biotechnologies, a HomeStake portfolio company, and is active with several national impact investing groups, including Confluence Philanthropy, Social Venture Institute and Social Venture Circle.

Brian Svendahl

Co-Head of U.S. Fixed Income, RBC Global Asset Management (U.S.) Inc.

Brian Svendahl co-leads the fixed income research, trading, and portfolio management team at RBC GAM U.S. In addition to shaping investment strategy, he has been lead portfolio manager for the firm’s Impact Investing strategies since 2006 along with many government and mortgage strategies. Brian Svendahl joined RBC GAM in 2005 and has been Co-Head in the U.S. since 2012. He 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.

CFA (2006); FRM (2002); MBA (1995), BBA (Finance) (1993), BSc (Economics) (1993), University of Minnesota, U.S.

Amy Thacker

Amy Thacker

Chief Operating Officer, First Affirmative Financial Network

Combining both of her passions, financial well-being and clean, sustainable, living conditions for all, Amy Thacker has become a voice for women in the financial industry. These idealistic visions are what brought First Affirmative Financial Network’s Chief Operating Officer into the sustainable investing industry. Amy Thacker’s leadership role with First Affirmative has allowed the firm to make substantial strides in their organizational and operational model, all to serve those focused on sustainable investing.

Amy Thacker has a depth of knowledge of industry best practices and operational efficiency, in a growing industry where female leadership has long been missing. Her financial expertise and business sense drive First Affirmative’s focus on sustainable practices. Her leadership has led First Affirmative to adopt and develop emerging technologies, customer-friendly service approaches and profitable business systems.

Verbeck, Casey Headshot

Casey Verbeck

Partner & Managing Director of Marketing & Business Development at Veris Wealth Partners, LLC

Casey Verbeck leads all marketing, strategy and business development for the firm across the country and is a member of the Firms Executive Committee. Casey Verbeck has extensive experience in impact investing and has helped many families, individuals and foundations align their wealth with their values.

Over the past 22 years, Casey Verbeck built and managed three firms focused on strategic advisory and business management. He worked with leading artists, non-profits and Fortune 500 corporations around the globe to accelerate their growth. Among his most rewarding engagements were The Nature Conservancy, Feeding America, the UN Foundation and National Geographic. He also created and launched the [i4c] campaign and venture fund in partnership with Sarah McLachlan and ABC television to support the growth of impact entrepreneurs in the U.S. Casey Verbeck serves on the Advisory Board for MIT SOLVE and is a founding member of the UN SDG Private Capital Council.  Previously, served on the Board of Directors at the the University of Colorado Deming Center for Entrepreneurship, [i4c] LLC, Colorado B Lab Impact Committee and Accion.

Mark Watson

Senior Investment Strategist, Fair Food Network

Mark Watson supports the Fair Food Fund, Fair Food Network’s impact investing arm, which provides catalytic capital and business assistance grounded in Fair Food Network’s national network and program expertise. Mark Watson brings 30 years’ experience in finance alongside pioneering leadership in impact investing. He joins Fair Food Network from Boston Impact Initiative (BII), where he built a national reputation for its innovative work marrying financial rigor with a social impact mission supporting entrepreneurs of color in Eastern Massachusetts. He is also the founder of Keel Asset Management LLC, a financial advisory firm that provides socially responsible financial planning and investment advisory services to nonprofits and public and corporation pension plans. Mark Watson has also been a critical partner in the development of the Fair Food Fund, where he has served on its investment committee since 2014.
.

For additional information, please contact:

Jennifer Waterman
jenniferwaterman@firstaffirmative.com
Office Phone: 719-478-7056