2017 Speakers

Subject to Change


Sean Barr
Senior Account Executive
EcoVadis

Sean's career has spanned numerous industries at the intersection of sustainability and technology. In his present role at EcoVadis, he is responsible for enterprise sustainability ratings solutions for strategic sectors in the US.

Prior at EnerNOC (ENOC), Sean worked on the global energy intelligence software team helping the world's largest commercial and industrial energy users to unlock the value of energy management. Before joining EnerNOC, Sean founded Independent Solar, a firm dedicated to enabling solar PV projects throughout the Northeast US through a set of vertically integrated services. Prior to Independent Solar, Sean co-founded GreenFunnel, a consumer facing home energy management technology company that empowers homeowners with appliance level energy consumption analytics. Sean's professional career began in the semiconductor industry with Intersil (ISIL), a high performance analog and power management company, where he served in roles including Field Applications Engineer and District Sales Manager. Sean has served as an expert technology witness in a dispute involving wireless lighting control and smart-grid systems, and also provides high tech market analysis to technology and investment firms.

Sean holds an M.B.A. with specialization in venture capital, entrepreneurship, and social impact and innovation from the NYU Stern School of Business, a B.S. in Electrical Engineering from Penn State, and was a member of the first Engineering Entrepreneurship Minor class at Penn State.


Hendrik Bartel
Co-Founder & CEO
TruValue Labs, Inc.

Hendrik Bartel is the CEO and co-founder of TruValue Labs, the first company to leverage artificial intelligence (AI) to glean timely, objective, and actionable ESG insights for investment decision-making. With a mission to solve the problems of ESG and Intangible Risk data with a technology-first approach, its SaaS and API products offer high scalability, flexibility, and transparency.

With Hendrik’s entrepreneurial background in turning complicated technologies into user-friendly products, he has led product development initiatives at companies including Amazon, Pure Digital Technologies acquired by Cisco, and Cyra Inc. acquired by Leica.

Hendrik earned an Engineering Degree from the Hochschule Hannover (University of Applied Sciences in Hannover, Germany) and an MBA in Global Business Management and Social Entrepreneurship from St. Mary’s College of California.


Matias Bendersky
Unit Chief
Partnership and Resource Mobilization
IDB

Matias Bendersky is the Unit Chief of the Partnership and Resource Mobilization unit at the Inter-American Development Bank (IDB), where he is responsible for identifying, developing, and expanding IDB Group’s strategic alliances with public and private sector partners. He supervises the work of a team of professionals that deal with co-financing and resource mobilization of sovereign and non sovereign partners of the IDB.

Prior to joining the IDB in 2007, Mr. Bendersky worked for the World Bank in various sovereign guaranteed operations including countries in South East Asia and Latin America. Previously, Mr. Bendersky worked for 6 years as a corporate and transactional attorney in both, Buenos Aires and Washington D.C.

Mr. Bendersky holds a JD from the University of Buenos Aires and a Joint Degree Masters from Northwestern University’s Kellogg Graduate School of Management and Law School, Chicago.


Libby Bernick
Global Head of Corporate Business
Trucost

Libby is the Global Head of Corporate Business for Trucost, part of S&P Dow Jones Indices. Trucost assesses and prices risks relating to climate change, natural resource constraints and broader ESG factors, enabling companies and financial institutions to understand exposure to ESG factors, inform resilience and identify the transformative solutions of tomorrow.

Libby is responsible for global product development, research and sales activities for Trucost corporate programs, including impact analysis of bonds and company ESG disclosure to investors. She has worked for over 25 years integrating sustainability data and information into business decision-making, and has led the development and implementation of numerous decision-support tools and programs.

Libby holds a M.A.S. in Civil (Environmental) Engineering and a B.A. in Chemistry and Biology from the University of Delaware, and is a licensed Professional Engineer and LEED AP accredited by the U.S. Green Building Council.


Bruno Bertocci
Managing Director
UBS Global Asset Management

Bruno is the Head of the Sustainable Equity Investors Team and the lead Portfolio Manager of the Global Equity Sustainable strategy and the Long Term Theme strategy. The team is responsible for managing strategies that fully integrate material sustainability factors. Bruno is also a member of the UBS Sustainability Council and represents UBS on the Climate Risk Disclosure Task Force of the FSB and the Institutional Advisory Group for Sustainability Accounting Standards Board.

Prior to joining UBS Global Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham and was a Principal at Rockefeller & Co.


Miguel Ferreyra de Bone
Head of US Operations and Business Development
Acrux Partners

Miguel Ferreyra de Bone is the Head of Business Development at Acrux Partners, an ESG and impact investing advisory firm focused on South America. His past work experience includes an Associate position at Banco Galicia, one of the largest private banks in Argentina, and a Commodities Analyst position at Cargill and Ledesma, two of the largest commodities conglomerates in the country. Miguel writes for Ámbito Financiero, the leading financial newspaper in Argentina, and works as an economics researcher at El Salvador University in Buenos Aires where he also has worked as an Assistant Professor of Macroeconomics. He holds a bachelor's degree in Commerce from Universidad del Salvador and studied International Economics at The University of Vermont in the United States.



Yovanka Bylander
Global Head of Client ESG Success
ISS

Yovanka Bylander is the Global Head of Client ESG Success at ISS. Yovanka joined ISS in November, 2011 and has since served in various roles including Head of ISS’ QuickScore product line and Head of ISS’ Securities Class Action Services business.

Before joining ISS, Yovanka was Acting CEO of Hawkstone Capital LLC, a $200 million Europe long/short fund. Prior to Hawkstone, she was an equity analyst, covering Latin American and European bank stocks at Fox-Pitt, Kelton and Morgan Stanley. While at Morgan Stanley, she contributed to a $2 billion Brazilian bank equity placement – one of the largest such transactions at the time.


Flavio Carrillo
Faculty Director, Capital Markets Lab
Florida International University

Flavio Carrillo is a faculty administrator in the College of Business at Florida International University. As a finance instructor, Flavio teaches financial management, commercial banking and serves as faculty advisor to the college’s Student Managed Investment Fund (SMIF). As director of the Capital Markets Lab and senior director of the SunTrust FIU Financial Literacy Clinic, Flavio is involved in the development and implementation of the lab’s financial literacy curriculum. The son of Cuban exiles, he was born in Los Angeles, California and raised in Miami, Florida.



Lynn Connolly
Natural Capital Markets
Lykke Corporation

Lynn specializes in identifying companies and projects which may provide ecosystem sustainability, climate and/or social and environmental impact benefits for potential listings on the Lykke Exchange, a global marketplace on the blockchain. She works with clients to structure products for listing; including equity, debt, and derivatives; and will coordinate issuance services and post-listing monitoring.

Lynn also designs financial products, models and strategies related to climate change risks and impact investing. Prior to Lykke Corporation, Lynn founded Harbor Peak LLC, providing valuation and risk advisory services for environmental impact investing. She works with one of her clients, Fossil Free Indexes, as Director of Coal Research and continues to provide expertise in the structuring of indexes and strategies.

Prior to founding Harbor Peak, Lynn had over 20 years of extensive experience in both industry and advisory services working with some of the largest global financial institutions, asset managers, and funds.

Lynn authored a paper for the Natural Capital Finance Alliance on defining a water risk factor for use in investment portfolio analysis, served as a participant on the UNEP Finance Initiative and Greenhouse Gas Protocol Technical Working Group, and has published articles on risk management and valuation.

Lynn holds a B.S. in Economics from The Wharton School, University of Pennsylvania.



Christina Copeland
Senior Manager, Water
North America
CDP

Christina Copeland manages CDP’s water program in North America. Prior to joining the water team, she led the organization's corporate climate change and water disclosure work for Materials companies and executed CDP’s water membership program in the US and Canada. She was named to the GreenBiz 2016 “30 under 30” list and serves on the Board of Advisors for the Yale University Dwight Hall Socially Responsible Investment Fund. Before coming to CDP, Christina worked in Mumbai, India doing corporate sustainability consulting for Tata Consultancy Services.



Hernando Cortina
Senior Analyst
JUST Capital

Hernando Cortina is a Senior Analyst with JUST Capital, focused on developing JUST Capital’s ranking methodology and investable indices. He also researches the financial and market implications of just corporate behavior. Prior to joining JUST Capital, Hernando was a portfolio manager with Morgan Stanley Wealth Management, a macro analyst with Lyncean Capital, and a global strategist and equity index trader with Morgan Stanley. He started his career in Latin America equity research at Goldman Sachs.

Hernando earned Bachelor of Science degrees in Electrical Engineering and Economics from MIT and an M.A. in Mathematical Finance from Columbia University. He was also awarded the Chartered Financial Analyst designation.



William Davis
Managing Director
Stance Capital

Mr. Davis is Founder and Managing Director of Stance Capital, a company he formed in 2016 to bring to market public equity portfolios that mitigate material environmental, social, and governance risks and generate excess returns while at the same time allowing investors to align their portfolios with their belief systems.

Prior to forming Stance, Bill was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014. Prior to co-¬‐founding Empirical, he was the founder and CEO of Ze-¬‐gen, a venture and private equity backed renewable energy company he founded in 2004, focused on converting certain biomass waste materials into renewable syngas.

Mr. Davis received a B.A. from Connecticut College, and his career in business has included serving as CEO or founder of numerous companies including: Database Marketing Corporation in 1986, Holland Mark in 1997, and Cambridge Brand Analytics in 2002. He has served on both public and private company boards, and currently serves on the Boards of Mafic S.A., HoneyDrop Beverages, and Commonwealth Corporation. He chairs the Advisory Board of Drake Partners, and Seven Hills Global Outreach.

Bill is a founding member of the President’s Council of Ceres and has taught Environmental Entrepreneurship at Columbia University Center for Environmental Research and Conservation, and guest lectured at Harvard College, Harvard Business School, MIT, MIT/Sloan, and Boston University.



Patsy Doerr
Global Head of
Corporate Responsibility & Inclusion
Thomson Reuters

Patsy Doerr is the Global Head of Corporate Responsibility and Inclusion for Thomson Reuters. This role spans Thomson Reuters’ commitment to being a responsible business as it applies to their people, their markets and world, including diversity and inclusion, corporate social responsibility and sustainability efforts.

Patsy has more than 20 years experience in talent, learning, organizational development, diversity and inclusion, employee recognition and customer engagement. She started her career in sales and marketing. Patsy’s experience is primarily in investment banking, having held a number of global leadership roles at JPMorgan, Deutsche Bank and Credit Suisse, in New York, London and most recently, Hong Kong. Before joining Thomson Reuters, Patsy was responsible for talent and learning, employee recognition, alumni relations and the global centers of excellence development effort at Credit Suisse in Asia Pacific. She was based in Hong Kong, but her responsibilities spanned 14 countries in globally and in the region.

Patsy has extensive experience with panel moderation, facilitation, communications and presentation. She was the key interviewer for CSTV in APAC and in that role, had the opportunity to work with Roger Federer and Tony Fernandes, CEO of Air Asia, to name a few celebrities. She enjoys speaking at other organizations, universities and schools, and is certified in a number of personality profiling and team building tools. She is passionate about supporting a diverse, global environment to support business goals.

Patsy sits on the Board of Trustees for Dominican High School and Marymount School for Girls, where she is also the President of the Alumni Association. Both are schools in New York City dedicated to developing strong women leaders. Patsy has a BS in Biology (pre-medicine) from Washington and Lee University in Lexington, VA and a Master of Science (summa cum laude) in Adult Learning and Organizational Development from Fordham University in New York, NY. Patsy is an avid runner, focusing on half marathons and marathons all over the world, including Cambodia, Australia, Hong Kong, Macau, New York City, and most recently, London.



Eve Ellis
Financial Advisor, Portfolio Manager
Morgan Stanley Wealth Management

A financial professional committed to using capital to make change, Eve Ellis is senior and founding partner of The Matterhorn Group at Morgan Stanley, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses and nonprofit institutions. Eve is the co-manager of 2 Matterhorn proprietary portfolios for investors seeking financial and social returns: The Parity Portfolio Strategy, a gender lens portfolio, and The Diversity & Inclusion Strategy, a diversity issues portfolio.

Eve is a Yale graduate, a Certified Financial Planner™, a Certified Investment Manager Analyst®, an Accredited Investment Fiduciary, and a Chartered Advisor in Philanthropy. She is a member of the Forum for Sustainable and Responsible Investment (US SIF).

Eve is a prominent national spokesperson in news media such as the Wall Street Journal, New York Times, Financial Times, Globe & Mail, Huffington Post, Bloomberg TV on the issue of gender lens investing and serves on the board of the Ms. Foundation for Women. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.



Olga Emelianova
Executive Director
ESG Research
MSCI

Olga Emelianova is the Head of MSCI ESG Ratings Research and a Lead for Asia Pacific ESG Research team. She has 15 years of experience in environmental, social and governance research, corporate social responsibility, and responsible investing. Until December 2009, she was a Director of Project Services at the International Center for Corporate Accountability, a not-for-profit group which evaluated corporate and industry-wide social responsibility initiatives and conducted ESG performance assessments for multinational companies, including Mattel Inc. and Freeport McMoRan Copper & Gold.

Ms. Emelianova holds an MBA degree from Zicklin School of Business, City University of New York. She has published her research on corporate and industry-wide ESG initiatives in a number of professional journals, co-authored one and contributed to two books on the topic of Corporate Responsibility: “Setting Global Standards” (2003), “Group Purchasing Organizations – an Undisclosed Scandal in the U.S. Healthcare Industry” (2009), and “Globalization and Self-Regulation” (2011).



Katie Schmitz Eulitt
Strategic Advisor
Stakeholder Outreach
SASB

Katie Schmitz Eulitt is a leader in the field of sustainability who has created business solutions to address environmental and social challenges and opportunities across a broad range of industries, including; oil & gas; independent power production; renewable energy; water purification and other clean technologies. Most recently, her work has focused on improving corporate transparency on how corporations are addressing environmental, social and governance (ESG) issues, and in particular, the provision of meaningful, true and balanced communication to investors on how companies are managing these factors. She holds a Bachelors degree in Japanese from the UC Berkeley, and earned her MBA at l’Institut Européen d’Administration des Affaires (INSEAD) in Fontainebleau, France.



Chris Fowle
Associate Director 
Americas
UN PRI

Chris joined the PRI in October 2016. He oversees outreach and signatory relations for PRI in North and South America.

Chris previously served as the Vice President of Investor Initiatives for CDP, the former Carbon Disclosure Project, in North America. At CDP, Chris managed relationships with signatories in the US and Canada. In addition, he served as the CDP representative for SASB’s Standards Council and for CBI's Climate Bond Standards Advisory Board. Chris has a background in finance, having worked at firms in New York and Tokyo including JPMorgan, Deutsche Bank and the former Lehman Brothers.

He holds an MBA from Columbia University and a BBA in Finance from the College of William and Mary in Virginia.



Alyson Genovese
Head of Corporate and Stakeholder Relations
United States & Canada
Global Reporting Initiative (GRI)

Alyson Genovese is GRI’s Head of Corporate and Stakeholder Relations for the United States and Canada. GRI is an international independent organization that helps businesses, governments and other organizations understand and communicate the impact of their operations on critical sustainability issues such as climate change, human rights, corruption and many others. With thousands of reporters in over 90 countries, GRI provides the world’s most trusted and widely used standards for sustainability reporting and disclosure.

Alyson leads engagement with GRI’s North American network of sustainability reporting organizations, nonprofits, academic institutions, and investment organizations. This includes management of GRI’s GOLD Community network and all GRI-led programming in North America. Ms. Genovese is also responsible for raising awareness about GRI’s work in the US and Canada.

Alyson is an accomplished professional in the corporate and nonprofit sectors with more than 20 years of experience in corporate social responsibility, public affairs, corporate citizenship, sustainability communications and stakeholder engagement. Alyson has worked as an internal executive, a freelance consultant and a trusted advisor.



Jeff Gitterman
Co-founding Partner
Gitterman Wealth Management

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of Sustainable, Impact, and ESG Investing. He is the creator of the firm’s SMART Investing and Portfolio Services (Sustainability Metrics Applied to Risk Tolerance)™, which offers clients and other financial advisors investment opportunities in the ESG (Environmental, Social, and Governance) arena.

Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary. Over the past several years, he has been featured in Money Magazine, CNN, The Wall Street Journal, Financial Advisor Magazine, London Glossy, New Jersey Business Journal, and Affluent Magazine, among others. In 2004, he was honored by Fortune Small Business magazine as “One of Our Nation’s Best Bosses.”

Jeff also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical and dedicates much of his free time to raising funds and awareness for the autism community.

Gitterman Wealth Management, LLC has offices in Edison, NJ, New York, NY and Hamilton, NJ. For more info please visit www.GittermanWealth.com.



Bernardo Guillamon
Manager
Office of Outreach and Partnerships
IDB

Bernardo Guillamon is the manager of the Inter-American Development Bank’s (IDB) Office of Outreach and Partnerships, where he leads the establishment and management of strategic alliances between the Bank and an extensive partnership network of governments, businesses, foundations, NGOs, universities, and more. He has worked at the IDB, in the area of private sector development, since 1992, initially focusing on microfinance and business development. In this time he has held various positions, which have brought him to lead the IDB’s Integration and Trade Sector operational program, serve as Principal Private Sector Specialist in the Private Sector Coordination Office, and lead private sector evaluation in the IDB’s independent Office of Evaluation and Oversight.

Mr. Guillamon began his career in agribusiness, working with both small and medium enterprises and multinational companies. He graduated as an Agricultural Engineer from Uruguay’s Universidad de la República, and he holds an MBA from Santa Clara University in California.



Evan Harvey
Global Head of Sustainability
Nasdaq

Evan Harvey is the Global Head of Sustainability for Nasdaq. He manages all corporate sustainability (environmental, social, and governance strategy), philanthropic, and volunteering efforts. This includes internal management of systems and disclosures as well as external engagement with issuers, investors, advocacy groups, and other stock exchanges. He chairs the World Federation of Exchanges (WFE) Sustainability Working Group, sits on the U.S. Network Board of the United Nations Global Compact, and is an Advisory Board Member for the Sustainability Accounting Standards Board (SASB). Evan has worked at Nasdaq since 2004, holds a B.A. and an M.A. from the University of Texas, and lives outside Washington DC.



John Howell
Editorial Director
3BL Media Group

John Howell is a co-founder of and the Editorial Director for 3BL Media LLC for which he oversees all original editorial content procurement and creation. He oversees reporting on the company’s several websites: Justmeans, Ethical Performance, SocialEarth, CSRwire, and 3BL Media, and co-ordinates coverage with subsidiaries Triple Pundit and the Corporate Responsibility Association. He is also the principal of Greenland Inc., which advises on media strategy and communications, new media, and branding and marketing for new campaigns, products, and multi-platform media initiatives; he has consulted for Calvin Klein, Polo/Ralph Lauren, The Body Shop, H.J. Heinz Company, and Linda McCartney Foods. He is currently a retail and communications consultant to the Delta Blues Museum in Clarksdale, MS.



Garvin Jabusch
Co-Founder & CIO
Green Alpha Advisors

Garvin Jabusch is cofounder and chief investment officer of Green Alpha®Advisors, LLC. He is co-manager of the Shelton Green Alpha Fund (NEXTX), of the Green Alpha Next Economy Index, the Green Alpha Growth and Income Portfolio and of the Sierra Club Green Alpha Portfolio. Prior to co-founding Green Alpha, Garvin was at Forward Funds, the finance division of the Getty Family Office, heading up Forward Sustainable Investments’ stock investing strategies. Garvin is a former archaeologist, and brings this scientific background and long-term perspective to Green Alpha’s investment thesis.



Bruce M. Kahn, Ph.D.
Portfolio Manager
Sustainable Insight Capital Management

Bruce has over 25 years of relevant academic, environmental and investment management experience.

From 2008–2012, Bruce was a Director at Deutsche Asset Management where he served as an investment strategist conducting analytical research on sustainable investing. Bruce also managed a Sustainable Investment portfolio at Citi Smith Barney (2004–2008), across a broad mix of sectors including sustainability leaders, agri-business, clean tech and renewable energy companies.

Bruce teaches finance at Columbia University’s Earth Institute in the Sustainability Management Program and holds a Ph.D. in Environmental Sciences from University of Wisconsin, Madison.



Georg Kell
Chairman
Arabesque Asset Management

Bruce has over 25 years of relevant academic, environmental and investment management experience.

Georg Kell is Vice Chairman of Arabesque Partners, an Anglo-German asset management firm. Arabesque is the world's first ESG quant fund, combining sustainability priorities with quantitative analysis.

He was the founding Executive Director of the United Nations Global Compact, the world’s largest voluntary corporate sustainability initiative with over 8,000 corporate signatories from more than 160 countries. Through his leadership, Kell helped to establish the Global Compact as the foremost platform for the development, implementation and disclosure of responsible and sustainable corporate policies and practices.

In a career of more than 25 years at the United Nations, Mr. Kell also oversaw the conception and launch of the Global Compact’s sister initiatives on investment, the Principles for Responsible Investment (PRI), and on education, the Principles for Responsible Management Education (PRME), together with the Sustainable Stock Exchanges (SSE) initiative.



Maureen Kline
Vice President
Public Affairs & Sustainability
Pirelli Tire North America

Maureen Kline is Vice President, Public Affairs and Sustainability for Pirelli Tire North America, responsible for the US, Canada and Mexico. She is based in New York.

She chairs the board of the Tire and Rubber Association of Canada, and is an advisory board member of the Corporate Responsibility Association, where she co-chairs a Thought Leadership Council on Brand and Reputation Management.

She writes a weekly column on sustainability for www.Inc.com.

Previously she managed Pirelli’s global public affairs and international communications from the company’s headquarters in Milan, Italy.

Prior to her public affairs and communications career, Maureen worked as a journalist. She was a Milan correspondent for the Wall Street Journal Europe and Business Week, among others.

Maureen Kline holds a Bachelor’s degree from Yale University and a Master’s degree from the London School of Economics.



Karida Niode
MSc Sustainability Management
The Earth Institute
Columbia University

Karida Niode has assisted sustainability projects in seven countries alongside government, for-profits and nonprofit entities in the energy, micro-banking and technology industry. She earned her Masters in Sustainability Management from Columbia University, where she conducted work on cities, including with the Bloomberg Associates’ research on streetlight modernization strategies for the municipality of Bogota.

Karida has assisted government delegates at the United Nations Framework Convention on Climate Change (UNFCCC) Conference of Parties (COP) in Copenhagen, Cancun, Lima, and Paris. For the past seven years, she has volunteered for The Climate Reality Project, founded by Al Gore to spread awareness of the climate crisis and working for solutions at grassroots level.


Kevin Parker
CEO
Sustainable Insight Capital Management

Kevin Parker is the CEO of SICM. He has over 30 years of investment experience. Prior to SICM, Kevin was a Member of the Management Board of Deutsche Bank for 10 years and the former Global Head of Deutsche Asset Management from 2004 - 2012.

Kevin is an outspoken advocate for a global shift towards sustainability, identifying climate change as a megatrend in 2004.

He is also the owner of Chateau Maris Cru, La Livieniere, an award-winning, certified organic and biodynamic winery in France.

Kevin holds a Bachelor of Science in Finance from New York University.



Scott Piper
Head of Investments, Latam Equities
Itaú Asset Management

Scott has been a Latin American Portfolio Manager for over 12 years, and prior to joining Itaú spent the past 8 years with Morgan Stanley Investment Management, where he was a member of the Emerging Markets Group and co-Portfolio Manager of USD 4 billion in Latin American dedicated assets. Prior to Morgan Stanley, Mr. Piper was a Portfolio Manager at Deltec Asset Management where he managed both Latin and Emerging Market portfolios.

Scott holds a bachelor´s degree in International Relations from Tulane University and has an MBA from IESE Business School (Barcelona, Spain).

 


Conor Platt
Co-founder, CEO & CIO
Etho Capital

Conor is a Co-Founder of Etho Capital, as well as its Chief Executive Officer and Chief Investment Officer. He is also the Founder and Chief Investment Officer of Confluence Capital Management, which has run a private investment partnership, Confluence Capital, LP since 2008. Previously, he worked at Brown Brothers Harriman on the Portfolio Strategy team upon earning his MBA from the Tepper School of Business at Carnegie Mellon University. He was an analyst at Morgan Stanley in New York after receiving his B.S. in Finance with honors at Carnegie Mellon University.

 


Jeffrey Potent
Adjunct Professor
Columbia University

Jeffrey Potent develops and teaches graduate courses in corporate sustainable development, systems theory, natural capital/ecosystem service valuation, and sustainable agriculture at the Columbia University School of International and Public Affairs and the Columbia University Earth Institute. At Columbia, Mr. Potent hosts an annual forum on sustainable agriculture and is an active contributor to the University Seminar Series on Sustainable Finance. He also consults and speaks publicly on corporate and agricultural sustainability and water quality.

Mr. Potent formerly led corporate partnerships for the US Environmental Protection Agency (EPA), Office of Water in Washington DC, advancing sustainable and market-based approaches to environmental protection. Before this position, he served as EPA/US Department of Agriculture (USDA) liaison, facilitating collaboration among Land Grant Universities, EPA, USDA, industry associations and other governmental agencies and academic institutions. In 2001 he established a regional component of the USDA National Integrated Water Quality Program, serving as regional coordinator and member of the program's national leadership team. Earlier in his career, Mr. Potent led an energy and environmental engineering consulting practice), managed pollution prevention programs for a large environmental agency, and planned satellite and cable infrastructure for a global telecommunications corporation.

 


Steven Schueth
President
First Affirmative

Steve Schueth is President of First Affirmative Financial Network, LLC, an investment advisory firm providing socially conscious, purpose-driven investors with Sustainable Investment Solutions. He understands that all spending, saving, and investing has impact and assists investors and investment professionals in paying attention and consciously embracing investment strategies that are positively impactful. Since 1989, Mr. Schueth has dedicated his professional life to helping direct the flow of investment capital to catalyze a shift to a truly sustainable future—a world that works for everyone. A nationally recognized authority, consultant, and resource to the responsible investment industry, he is the primary producer of The SRI Conference on Sustainable, Responsible, Impact Investing. The 28th annual SRI Conference will be November 1–3, 2017 at the Hotel del Coronado in San Diego.

 

Gregg Sgambati
Managing Director
Head of ESG Solutions
S-Network ESG Solutions

Gregg Sgambati is the Host of the 5th Annual CSR Investing Summit and Managing Director, Head of ESG Solutions at S-Network Global Indexes, a provider of ESG ratings and indexes. As Head of ESG Solutions, Gregg works to develop firm and industry focus on the integration of ESG analytics through ratings, indexes, and other emerging information tools which help investors make more valuable and impactful investment decisions.

His background gives these effort an ideal platform for championing concepts that overlap on Wall Street, Main Street and Town Hall. His Wall Street background comes as a Registered Investment Advisor at UBS and a licensed insurance agent at AXA. His Main Street and Town Hall background come through consulting on corporate social responsibility projects, teaching, and advocating for sustainable economics in his home state of New Jersey. He is the founder of the New Jersey Captive Insurance Association.

Gregg is an Adjunct Professor at Ramapo College and former Associate at Columbia University’s School of International and Public Affairs for the course in Strategic Corporate Social Responsibility. He writes continuously on relevant topics and is a frequent speaker at industry conferences. Gregg holds and is guided by his Master of Public Administration degree from Columbia University’s School of International and Public Affairs.

 


John Streur
President & CEO
Calvert Investments

John Streur is President and Chief Executive Officer of Calvert Investments, Inc., an investment management firm that specializes in responsible and sustainable investing across global capital markets. Calvert serves all types of investors through its family of mutual funds and separate accounts. He is also President and a Trustee of the Calvert Funds and a Director of Calvert Foundation and member of its Executive Committee.

Mr. Streur began to focus his energy exclusively on responsible and sustainable investing in 2012, as President, Director and Principal of Portfolio 21, a boutique investment management firm specializing in global environmental investing. Previously, John spent 20 years at Managers Investment Group LLC (and its predecessor), a firm he co-founded and where he served as President, CEO and Chair of the Investment Committee. John was also President and Trustee of the firm’s fund family, Managers Funds and Managers AMG Funds. Managers Investment Group LLC grew to over $30 billion in assets under management and offered investment strategies across global equity, debt and derivative markets. John has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991.

Mr. Streur is currently a Director on the Board of the Environmental Media Association, whose mission is to motivate the entertainment industry to educate the public about environmental issues and sustainability through all forms of media. Mr. Streur is a graduate of the University of Wisconsin (Bachelor of Science, College of Agriculture and Life Sciences), where he also competed nationally and internationally as a member of the University's Rowing Team and as a member of the United States National Rowing Team. He and his wife Mary have four adult children.

 


Kristen Sullivan
Partner
Deloitte Sustainability Services

Kristen Sullivan is a partner and leads Deloitte & Touche LLP and Deloitte Touche Tohmatsu Limited’s (DTTL) Sustainability Risk Advisory and Assurance services, working with clients to help address their sustainability disclosure needs. Kristen also serves as the DTTL Americas Region Sustainability Services Leader. Kristen brings extensive experience in sustainability risk assessment, reporting and assurance.

Kristen also leads Deloitte’s Supply Chain Social Compliance services with a particular focus on Conflict Minerals advisory and assurance and anti-human trafficking compliance. She brings specialized insights to these regulatory reporting requirements from her previous area of focus on Regulatory & Public Policy Matters for Deloitte, recognizing the broader policy as well as the compliance implications of environmental and social issues to corporate brand and reputation.

Kristen serves as a member of the Global Reporting Initiative (GRI) North America Advisory Council, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Global Initiative for Sustainability Ratings (GISR) Technical Advisory Committee, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as Chair of the AICPA Sustainability Task Force and member of the AICPA Conflict Minerals Task Force. She also served on the International Integrated Reporting Council (IIRC) Working Group. Kristen has authored a number of publications around the value of sustainability and non-financial disclosure and assurance, including conflict minerals and anti-human trafficking disclosure.

Kristen has over 20 years of experience with Deloitte. Kristen is a CPA, CGMA and is GRI certified. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters.

Kristen serves as a member of the Eureka College Board of Trustees, the Global Social Venture Competition Advisory Board of the UC Berkeley’s Haas School of Business, the Financial Women’s Association and the Junior League of Stamford-Norwalk.

 


Gabriel Thoumi
Director
Capital Markets
Climate Advisers

Gabriel Thoumi, CFA, FRM is Director Capital Markets at Climate Advisers where he manages teams assessing material financial and governance risk indicators related to hydrocarbon emissions and deforestation-linked supply chains. He also co-manages Chain Reaction Research.

He has 18 years of experience deploying frameworks to improve global capital markets sustainability through risk mitigation and return enhancement. Previously, for Calvert, he valued global equity, index, and fixed income portfolios and supported quantitative index construction and asset allocation strategies. His coverage universe included utilities, energy, materials, chemicals, and financial companies. He led initiatives to improve financial accounting of exchange-listed products and incorporated natural capital into financial tools. He co-wrote the winning Agriculture Supply Chain Adaptation Facility for the Global Innovation Lab for Climate Finance.

Formerly, for the U.S. Government, he led teams analyzing Latin American REDD+ economic readiness. At Morgan Stanley’s climate change mitigation company, he conducted due diligence on global carbon offset projects. At Wells Fargo, he was a financial institutions analyst managing trading, lending and regulatory risks for correspondent banks. He has an MBA and MSc from the University of Michigan.

 


Joan Trant
Managing Partner
TriLinc Global

Joan is a Managing Partner at TriLinc Global, a groundbreaking impact fund sponsor whose mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges, by launching investment strategies that pursue competitive returns and measurable impact. She is a member of the TriLinc Global Executive Management team, the Investment Committee, the Sustainability and Impact Committee, and the Marketing Council. Joan’s primary responsibilities include accelerating fund sales through specific channels, supporting investment activities, helping build the TriLinc brand, and leading the Company’s efforts to promote the continued development of the impact investing industry.

Prior to joining TriLinc, Joan launched and was Executive Director of the International Association of Microfinance Investors (IAMFI). IAMFI’s Limited Partner members’ commitments/investments totaled $780 million, and General Partner members managed an aggregate portfolio of $1.84 billion. Prior to IAMFI, Joan was Deputy Executive Director of The Resource Foundation, supporting community-building programs in 20 Latin American countries, benefiting annually 4.6 million underserved children, youths, women and men. Previously, Joan spent 15 years in the financial services industry, holding international sales, financial advisory and operations management positions at Bankers Trust and Citibank, with direct experience in the Spanish, Mexican, and Argentine markets. She oversaw a combined portfolio of $225 million in client assets.

Joan is a graduate of Columbia University’s Graduate School of Business Executive Level Nonprofit Management Certification Program. She graduated magna cum laude with a B.S. degree from Georgetown University. She is fluent in Spanish with working knowledge of Portuguese. Joan is based in Manhattan.

 


David Tulauskas
Sustainability Director
General Motors

David Tulauskas is GM’s director of sustainability responsible for developing the company’s sustainability strategy and ensuring alignment with its strategic business priorities. Key activities include working with various functions to embed sustainability into their processes; sustainability reporting and external rankings/surveys; and identifying key performance indicators and goals for the business.

Tulauskas joined GM in 1991 and has held a series of positions ranging from environmental and facilities engineering to public policy and government relations to product development leading the initial launch of Cadillac vehicles in China. Nearly half of his career has been spent in Asia.

Tulauskas earned a Bachelor of Science degree in mechanical engineering from the University of Michigan, a Master of Science degree in civil/environmental engineering from Wayne State University and an International Executive MBA from Rutgers State University. He participated in the 2012 Corporate Eco Forum sustainability leadership development program in the Amazon.

 


Glen Yelton
Vice President
ESG and Impact Research
SNW Investment

Glen Yelton serves as an ESG and Impact Research Analyst on the SNW Investment Team with analytical responsibilities for the Impact strategies. He served in a similar capacity at SNW Asset Management, which was acquired by OFI Global* in 2017. Prior to joining the SNW in 2015, Glen managed the ESG research program at a noted ESG data firm. Before that, he oversaw ESG data collection at American Values Investments. Additionally, he has provided competitive intelligence research for a variety of Fortune 100 clients across several industries and served as an interrogator for the U.S. Army. Glen holds a B.S. from East Tennessee State University.

*OFI Global Institutional, Inc. is a subsidiary of OppenheimerFunds, Inc