Subject to Change
Impact Investing Manager
RBC Global Asset Management
Catherine Banat, Institutional Portfolio Manager at RBC Global Asset Managment, advocates for Responsible Investing at RBC in the marketplace. Catherine focuses her expertise in Responsible Investing to build market awareness for the opportunity to generate alpha and mitigate risk. As a frequent speaker at industry events on sustainable investing, as well as crossing the country to meet with clients and prospects, Catherine helps investors understand the opportunity for mission alignment, responsible share ownership, and long-term return, when looking through an ESG or Impact Investing lens. Catherine works with consultants, foundations, high net worth individuals and public pension plans, as an ambassador for Responsible Investing and for RBC’s products.
Catherine brings insights gained from years of experience enhancing client relationships by providing customized solutions to a broad base of clients. Prior to joining RBC, Catherine worked for the New York City Retirement Systems where she worked on the Economically Targeted Investment Program, built a risk and compliance infrastructure, was a member of the asset allocation team, and led research for new strategies. She has also worked for Goldman Sachs, Lehman Brothers, Paloma Partners, and C3 Capital. She holds an MBA from Columbia University and a BSE from The Wharton School.
Resource Mobilization Division
Matias Bendersky is the Chief of the Resource Mobilization Division at the Inter-American Development Bank (IDB). In this role, he is responsible for developing and fostering the IDB Group’s strategic alliances with public and private sector partners, as well as pioneering innovative financial instruments to facilitate resource mobilization.
In line with the Sustainable Development Goals, these efforts are increasingly focused on harnessing corporate sustainability, private capital, and the resources of institutional investors to fund the region’s development, while maintaining and expanding ties with government donors from around the world.
Prior to joining the IDB in 2007, Mr. Bendersky worked for the World Bank in various sovereign guaranteed operations across South East Asia and Latin America. Previously, Mr. Bendersky worked 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 Pritzker School of Law.
Lead ESG Product Specialist
Nicole Bouquet is Lead ESG Product Specialist for ISS-Ethix, the responsible investment (RI) arm of Institutional Shareholder Services (ISS) Inc. In this role, Nicole is responsible for driving RI business development including through direct engagement with institutional investors to gauge their views on ESG matters and to solicit feedback on products and solutions to meet their ESG needs. She is instrumental in guiding institutional clients on how best to develop and integrate responsible investing policies and practices into their strategy and to execute upon these policies through the investment process and proxy voting. As Lead ESG Product Specialist, Nicole is well versed in the technology, research and data underlying ISS’ full suite of responsible investment and ESG solutions.
Nicole has been a fixture in the ESG industry for more than a decade, a tenure that began in 2007 with ISS. Between 2011 and the fall of 2017 when she rejoined ISS, Nicole was responsible for direct ESG sales at MSCI where she helped many of the largest, U.S.-based mutual funds and pension systems design and implement programs for integrating ESG into the investment process.
Nicole received her Bachelor of Science degree in Political Science, from The Towson University.
Arnaud Brohé, PhD, is CEO of CO2logic Inc. and an international expert in the field of climate strategies. At CO2logic, Arnaud has managed more than 50 consulting projects for prestigious public and private clients. Arnaud has authored many publications in academic and professional journals or reviews. His book ‘Carbon Markets’, for which Lord Nicholas Stern wrote the foreword, was winner of the Choice Outstanding Academic Titles award. His latest book, The Handbook of Carbon Accounting was released in 2017 by Routledge. Arnaud is a regular speaker on these issues. Arnaud holds degrees in environment (PhD/MSc), finance (MSc/BSc) and international relations (MA) from the Free University of Brussels (ULB). Next to his consulting career, Arnaud is an adjunct professor in carbon accounting in the MSc Climate Change, Management & Finance at Imperial College London.
Barbara O'Brien Brown
Principal & Co-founder
Barbara O’Brien Brown is principal and co-founder of BrownFlynn, a leading corporate sustainability and governance consulting firm. On March 1st, 2018 BrownFlynn was acquired by ERM, the world’s leading sustainability consultancy headquartered in London, England.
BrownFlynn and ERM share a common goal: to create a world where all companies operate in a manner that enables current and future generations to thrive.
Barb is a 25+ year veteran in the field of corporate responsibility and sustainability. As one of BrownFlynn’s co-founders she has guided the Firm’s evolution to respond to market trends, leading the development of service offerings to ensure clients have the tools they need to respond.
Director, Business Development
Mackenzie is leading the business development strategy and function at Work Capital. Prior to joining Work, Mackenzie had experience in business development, emerging markets, the asset management industry and non-profit sector. She was the Regional Director for ImpactAssets where she worked with wealth advisors and individuals to reach their impact investing and philanthropic goals. Prior to ImpactAssets, Mackenzie was a Nairobi, Kenya-based Portfolio Associate at the Acumen Fund, sourcing private debt and equity impact investments in the healthcare sector. She has also held roles at New York Life/MainStay Investments, and the Clinton Climate and Health Access Initiatives. Mackenzie serves on the Young Professionals Board of Amref Health Africa. She graduated cum laude from Skidmore College. Mackenzie holds a FINRA Series 63 registration.
Executive Vice President & Co-Founder
Governance & Accountability Institute
Louis focuses particularly on providing advice to corporate and investor clients related to environmental, social, and governance (ESG) sustainability strategy, disclosure/reporting, investment and performance. Lou directs the Institute's relationship with GRI including the activities around the Data Partner relationship, “Organizational Stakeholder” (OS) relationship, and several joint research publications.
Lou is the Chair of the Social Investment Forum's (SIF) - Company Calls Committee (CCC) which serves as a resource to companies by providing a point of contact into the sustainable investment analyst community. He is also an active New York Society of Securities Analyst (CFA Society of NY - NYSSA), Sustainable Investing Committee steering member.
Lou is frequently called on by the media, academics and industry to contribute to articles, speak on panels, and present his ideas on ESG and Sustainability related topics. He also coordinates the Institute’s various public research projects such as Sustainability - What Matters?, the annual S&P 500 reporting trends studies, and studies of sustainability reporting external assurance practices in collaboration with GRI, Bloomberg, and the big four accounting firms.
Louis serves on the Board of Directors for The Global Sourcing Council, a global non-profit focused on educating and inspiring sustainability in sourcing and supply chains. He also serves on the Skytop Strategies Board of Advisors and collaborates with the organization in developing conferences in such areas as ESG, CSR and sustainability investment management. Louis is also an adjunct professor at The Bard MBA in Sustainability NYC where he teaches courses on business pragmatics of sustainability focusing on disclosure standards and analysis of sustainability reports.
Lou is proud recipient of the "Top Thought Leaders in Trustworthy Business" recognition from the Trust Across America /Trust Around the World organization.
Global Head of
Corporate Responsibility & Inclusion
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.
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, The New York Times, Financial Times, Globe & Mail, Huffington Post, Bloomberg TV, Barron’s, The Washington Post, and CNBC.com 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.
Eve has recently been named the 2018 recipient of The Women’s Bond Club Betty Cook Award which recognizes exceptional dedication to the advancement of women.
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.
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.
Head of Sustainable Investing Solutions
UBS Wealth Management USA
Upon joining UBS in 1998, Stephen served as an economist and public policy analyst out of the Swiss headquarters. In 2007, Stephen transferred to the US and was responsible for Tactical Asset Allocation and thematic investment research with Wealth Management. Starting in 2014, he lead Sustainable Investing research in the US, was the lead author and editor of the firm's Sustainable Investing white paper series. Today, as head of Sustainable Investing Solutions for UBS Wealth Management USA, he is responsible for strategically developing the Sustainable Investing Products and Services platform, while promoting Sustainable Investing concepts and solutions to Financial Advisors and clients through engagement and education.
Stephen earned a Ph.D. in economics from the University of St. Gallen in Switzerland, following a master’s degree in economics and business administration from the same institution. He is a Board member of US SIF: The Forum for Sustainable and Responsible Investment, teaches Environmental Finance at NYU's Wagner school as an Adjunct faculty member and is founding co-chair of the Columbia University Seminar on Sustainable Finance.
Gitterman Wealth Management
Jeff Gitterman is a co-founding partner of Gitterman Wealth Management and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas.
Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, The New York Post, and Affluent Magazine, among many others.
Jeff deeply believes that the migration of investor capital towards more Sustainable Investment options is one of, if not the most effective ways to help realize the United Nations’ Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate the rapidly growing Sustainable, Impact, and ESG Investing landscape.
Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary. He 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.
Office of Outreach and Partnerships
Bernardo Guillamon, an Uruguayan national, is the IDB’s Manager to the Office of Outreach and Partnerships.
Mr. Guillamon has worked at the IDB in the area of private sector development since 1992. From 2007 until July 2008, he was in charge of the Bank's operational program in the Integration and Trade Sector (INT), developing and managing its portfolio of loans and technical assistance grants to expand trade and promote regional integration among all borrowing member countries. INT's portfolio includes innovative investment promotion projects and export development programs, as well as programs for trade facilitation, customs modernization, negotiation and implementation of trade agreements, and local access to global markets. INT projects aim to generate growth and improve employment opportunities throughout the region.
During 2006 and 2007, Mr. Guillamon was the Principal Private Sector Specialist in the Private Sector Coordination Office. In this capacity, he led the development of the IDB Group’s Integrated Business Plan for Private Sector Operations, and was actively involved in several initiatives to increase the Bank’s lending to new sectors and clients, as well as expand the participation of private companies and sub-national governments in the overall portfolio of the Bank.
Between 2001 and 2006, Mr. Guillamon led the private sector evaluation area of the IDB’s independent Office of Evaluation and Oversight (OVE). Before joining OVE, he was in charge of microfinance, microenterprise and small enterprise development projects for the Andean region, and in that capacity he co-authored the Bank’s Microenterprise Development Strategy. Among the innovations he introduced was the pioneering equity investment of the IDB’s Multilateral Investment Fund in microfinance institutions.
Prior to his career at the Bank, Mr. Guillamon worked in agribusiness with small, large 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. He has completed additional graduate courses in business valuation, e-commerce, international trade, and project finance at New York University, Johns Hopkins University, Harvard University and the University of California, Berkeley. He is a member of the Beta Gamma Sigma Honor Society.
Client Director, Thomson Reuters
Mike Harding is the Cisco Client Director, responsible for the relationship with Thomson Reuters worldwide. In this role, he oversees Cisco's relationship and success for the partnership between Thomson Reuters and Cisco.
During his 23 year career at Cisco Mike has held various sales leadership roles and managed the relationship of several of Cisco’s largest customers. Mike has lead several innovation projects while at Cisco, building industry partnerships and creating new product and service offers.
Harding joined Cisco in 1995. Prior to Cisco he managed the sales organization for Wang Labs for the state of Oregon.
Mike received a Bachelor of Science degree in Business from University of St Thomas in 1981.
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.
Bruce M. Kahn, Ph.D.
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.
Tropical Forests & Agriculture
National Wildlife Federation
As a Coordinator for the Tropical Forests and Agriculture Program, Kiryssa Kasprzyk supports projects in Latin America and Southeast Asia focused on eliminating the loss and degradation of tropical forest ecosystems associated with the production of key agricultural commodities (beef, leather, soy and palm oil). She manages project activities to foster and implement zero-deforestation supply chains in Peru and Colombia, facilitates collaboration between key international partners, organizes capacity-building workshops, supports strengthening of global public-private partnerships, and assists the National Wildlife Federation’s work in international climate negotiations. Prior to joining NWF, Kiryssa worked at the Environmental Protection Agency and served as a Peace Corps Volunteer in Peru. Kiryssa has a dual Masters in Environmental Science and Public Affairs from Indiana University and a dual BS/BA from Stetson University in Deland, FL.
Director of Environmental, Social and Governance Research
Courteney Keatinge oversees Glass Lewis’ research and vote recommendations for shareholder proposals and covers research on major environmental and social issues in all major markets. She has written reports for Glass Lewis including the 2011-2015 editions of Greening the Green: Linking Executive Compensation to Sustainability and Mind the Gap: Board Gender Diversity. Before joining Glass Lewis, Courteney worked on corporate governance and corporate social responsibility issues at the California Public Employees’ Retirement System and the Colorado Public Employees’ Retirement Association. She has also filled roles including social media manager and scribe and as a featured author in the Yearbook for the International Corporate Governance Network. Courteney holds a bachelor’s degree in business administration and a master’s degree in business administration, with a concentration in corporate social responsibility from Daniels College of Business at the University of Denver.
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 sits on the boards of the US Tire Manufacturers Association and the Tire and Rubber Association of Canada.
She co-chairs a thought leadership council on communications for the Corporate Responsibility Association and writes a column on sustainability for www.Inc.com. She is a frequent speaker on various topics relating to sustainability.
Previously she was based in Pirelli’s headquarters in Milan, Italy, where she coordinated government affairs for the company’s foreign subsidiaries, and before that was responsible for Pirelli’s international media relations.
Prior to her public affairs and communications career, Maureen worked as a journalist over a 15-year period. She was Milan correspondent for the Wall Street Journal Europe, Breaking Views, and Business Week, among others. She edited a blog on the topic of meritocracy, hosted by Italian daily newspaper Corriere della Sera. She wrote and co-hosted a TV talk show in Italy on business and finance, broadcast on the local channel Telelombardia.
Maureen Kline holds a Bachelor’s degree from Yale University and a Master’s degree from the London School of Economics. She lived in Italy for over 20 years, working in the communications, public affairs and legal fields, and holds dual US-Italian citizenship.
Associate Professor of Marketing
Daniel Korschun is a Fulbright Scholar, Stephen Cozen Research Scholar in Marketing and an Associate Professor of Marketing. He is a fellow of both the Institute for Strategic Leadership and the Center for Corporate Governance at LeBow.
Dr. Korschun’s latest research examines employee and consumer reactions to companies that take controversial political stands. His research on stakeholder responses to corporate social responsibility is published in top journals such as the Journal of Marketing, Academy of Management Review, MIT-Sloan Management Review, Journal of the Academy of Marketing Science, Journal of Public Policy & Marketing, Journal of Business Research, and the Journal of Business Ethics.
His book, We Are Market Basket (co-authored with Grant Welker, AMACOM), tells the true story of a grassroots movement to reinstate a beloved CEO and save a $4.5 billion supermarket chain. The book was named a top 15 business book of 2015 in Forbes and was also recognized as the Best General Business Book of 2015 by influential distributor 800-CEO-READ.
In the popular press his work appears in the Harvard Business Review, Washington Post, McKinsey Quarterly, Knowledge@Wharton, Salon, and other publications. He has offered expert commentary to The New York Times, The Boston Globe, NPR-Marketplace, LA Times, USA Today, Bloomberg, and many others. He appears periodically as a guest on Wharton Business Radio (Sirius 111).
On the teaching front, Dr. Korschun teaches PhD, executive MBA’s, Master’s, and undergraduates. He is a recipient of the prestigious Rothwarf Award for Teaching Excellence, the highest teaching award given to tenure-track faculty at Drexel University.
President & Chief Investment Officer
Hennion & Walsh Asset Management
Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management, Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the portfolio creation and portfolio supervision of the various portfolio strategies within the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds. These mutual funds were target-risk oriented "mutual funds of ETFs" designed to track the Lipper Optimal Indices.
Mr. Mahn is the author of the quarterly “ETF and CEF Insights” and "Market Outlook" newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is a member of the Forbes Investor team and a frequent contributor to the Forbes Intelligent Investing blog and the Seeking Alpha website.
Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank, during his eleven year tenure with the Firm.
Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business. In 2015, Mr. Mahn received the "50 Under 50" award, which recognizes the College's top alumni business leaders under the age of 50, from the Silberman College of Business at Fairleigh Dickinson University.
Mr. Mahn currently serves as Co-Chair of the NICSA UIT Industry Committee and won the 2014 NICSA MVP Award for his accomplishments in this role as well as the Rising Stars of Mutual Funds Award from Institutional Investor in 2009.
Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in/on CBS News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, New York Times, Financial Times, USA Today, Bloomberg, Business Week, Reuters, Wall Street Week, CNNMoney.com, SmartMoney, Investment News, The Street.com and MarketWatch.
Founder & CEO
Four Twenty Seven
Emilie Mazzacurati is the founder and CEO of Four Twenty Seven (427mt.com), the leading provider of market intelligence on the impacts of climate change for financial markets. Four Twenty Seven provides portfolio risk screening and climate scoring for listed securities and real assets to help financial institutions and Fortune 500 corporations mitigate risks and build resilience.
Emilie has published extensively on the impacts of climate change on equity and US muni bonds markets, on climate risks disclosure (TCFD), and on adaptation finance opportunities. She was the lead author on the 2015 United Nations Caring for Climate report The Business Case for Responsible Corporate Adaptation and served as a member of California’s Technical Advisory Group for the implementation of Governor Brown’s Executive Order on climate change (EO B-30-15). She has received multiple awards for her work as a thought-leader and social entrepreneur.
Previously, Emilie was Head of Research at Thomson Reuters Point Carbon, where she directed research and modeling on carbon pricing. She also served as a policy advisor to the Mayor of Paris on environmental policy. Emilie holds a Master’s of Political Science from the Institut d'Etudes Politiques de Paris and a Master’s of Public Policy from UC Berkeley.
Tim Mohin is the Chief Executive of Global Reporting Initiative (GRI), developer of the world’s most widely used sustainability reporting standards. A veteran in the field of corporate sustainability reporting, Tim is responsible for driving GRI's mission to empower decisions that create social, environmental and economic benefits for everyone.
Prior to his appointment as Chief Executive, Tim was Senior Director of Corporate Responsibility for Advanced Micro Devices (AMD). He is also a former Chairman of the Board for the Electronic Industry Citizenship Coalition (EICC) and former member of the Conflict Free Sourcing Initiative’s steering committee.
Previously, Tim founded and led Apple’s Supplier Responsibility program. He also led Intel’s environmental and sustainability functions. Tim started his career with the US government. With the Environmental Protection Agency, he led the development of the toxics provisions of the Clean Air Act Amendments. Later, Tim was senior legislative staff for the Chairman of Senate Committee on Environment and Public Works.
Senior Vice President
Natixis Investment Managers
Jim Roach is Senior Vice President of Retirement Strategies for Natixis Investment Managers. In this role, he represents Natixis Sustainable Future FundsSM, the first and only open-ended mutual fund target date offerings that are broadly ESG in the marketplace. Mr. Roach has over 15 years of investment industry experience and has spent the majority of his career in sales leadership roles. He served most recently as Head of Sales for Natixis Canada and previously as Sales Desk Manager at Natixis US headquarters in Boston, Massachusetts. Mr. Roach holds an undergraduate degree in accounting from the University of Connecticut.
Chief Investment Officer
Ms. Sacristán, a national of Spain, is currently IIC's Chief Investment Officer. She joined the Inter-American Development Bank in December 2008 as an investment officer in the Structured Corporate Financing Department, where she subsequently became chief of the Financial Markets Division. Previous to this, she held several leadership positions in commercial and investment banks in Madrid, London and New York, such as Director of the Export and Agency Finance Unit for the Americas at BBVA New York and Vice President and Product Manager for Global Trade Finance at Banco Santander in New York.
She holds degrees in Economics and Business Administration from the Universidad Autónoma in Madrid, as well as a Master’s degree in International Trade and Business from the Universidad Complutense in Madrid and a Master’s degree in Sustainability Leadership from Cambridge University, in UK.
Head of ESG Solutions
S-Network ESG Solutions
Gregg Sgambati is the Host of the 6th 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.
Deloitte & Touche LLP
Kristen B. 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 Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as Chair of the AICPA Sustainability Task Force and member of the AICPA Materiality 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 (CT, MO), 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 Stamford 2030 Advisory Board, and the Financial Women’s Association.
Linnea Texin is a Director at Corporate Citizenship, where she specializes in working with companies to develop and advance their responsibility strategies. She has spent over nine years helping organizations to develop strategic plans that position them for long-term success.
At Corporate Citizenship, Linnea partners with clients to understand their unique operating landscape, develop strategies and goals, and engage stakeholders to advance their responsibility objectives. She holds a BBA from the University of Michigan with an emphasis in strategy.
Gabriel leads Climate Advisers’ capital markets team where he focuses on demonstrating that deforestation risk, as related to climate change, is a material financial risk to mainstream investors and lenders. He also leads the development of innovative governance risk analytics and frequently engages with law enforcement. He has 13+ years’ experience as an ESG research manager in debt and equity portfolio management, consulting, and commercial banking. His coverage universe includes financials, raw materials, energy, utilities, agriculture, and consumer staples’ sectors.
Director, North America
World Business Council for Sustainable Development
Since October 2014, Chris has served at the World Business Council for Sustainable Development as the Director, North America based in New York City. As part of his role, he manages the organization’s relationship with approximately 47 Fortune 500 companies with headquarters in North America and leads the WBCSD’s Engaging Capital Markets program which assists WBCSD member engagement on ESG issues with the Financial sector such as Aligning Retirement Assets of corporates with their values.
He has worked in a variety of roles over the last 15 years on climate and sustainability. Most recently he was a member of Ernst & Young LLP’s Americas Climate Change and Sustainability Services practice. He previously was the Executive Officer of the Carbon Trust, LLC, the US affiliate of the UK’s Carbon Trust. He has served on the National Academy of Science’s, congressionally mandated study “America’s Climate Choices” (July 2010) and as Executive Director for North America for The Climate Group and as Head of Swiss Re's Sustainability Business Development. At Swiss Re, he ran a unit responsible for developing commercial applications to Swiss Re Sustainability as well as government affairs liaison on climate change/GHG emissions issues.
Prior to Swiss Re, he litigated environmental law. He is a graduate with a BA and JD from St. John's University and attended the Institute on Comparative Political and Economic Systems at Georgetown.
Assistant Professor and Program Director
Accounting, Economics and Finance
Central State University
Stephen T. Washington is Assistant Professor and Program Director Accounting, Economics and Finance Central State University Wilberforce, OH. Mr. Washington previously taught Finance at the University of Akron and Cleveland State University. With close to 30 years of experience in the areas of equity research, trading and marketing of equity securities and managed investment products. Mr. Washington has developed and successfully marketed several managed investment products focused on women and minority investors including The American Diversity Growth Trust, the Victory Lakefront Fund and the African American Consumer Growth Index. Mr. Washington has worked in the area of institutional marketing for leading regional money management and brokerage firms including Key Asset Management and Roulston & Co. Mr. Washington received his B.A. in Economics from Central State University and his MBA from Atlanta University.
ESG and Impact Research
OFI Global, OppenheimerFunds
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