MFA ESG 2021 Speakers
Diversifying Alternatives Research Specialist, Mercer
Daniel is an Associate within the Diversifying Alternatives Boutique. The Diversifying Alternatives Boutique focuses on researching Hedge Funds and Multi Asset strategies, developing Intellectual Capital and working with clients on portfolio construction. Daniel also co-leads the boutique’s ESG initiatives, which works to standardize ESG ratings across the space and source new ESG-dedicated strategies. Prior to joining Mercer, Daniel was a Product Specialist at Salient Partners, L.P., a firm specializing in non-traditional assets, such as REITs, MLPs, real assets, quantitative strategies, and private equity. While at Salient, Daniel generated performance analytics, macroeconomic research and client commentary for the benefit of Salient’s institutional client relationships. Daniel received a BA in Theology and Classics at the University of Notre Dame in South Bend, Indiana and is a Chartered Financial Analyst (CFA) Charterholder.
Megan E. Bell
Partner, Morgan, Lewis & Bockius LLP
Megan Bell advises clients in the tax-exempt sector on a wide range of issues, including formation and restructuring; general tax compliance and corporate governance; fundraising; complex gifts and collaborative funding arrangements; internal and regulatory inquiries; domestic and international grantmaking and partnerships; investments (both generally and impact-focused); lobbying and political campaign activities; and the structuring and ongoing maintenance of multi-vehicle initiatives.
As part of this work, Megan advises clients in structuring complex asset contributions and grants, leveraging vehicles and structures to maximize philanthropic impact and manage compliance, and investing in, owning and operating, and disposing of for-profit activities. She represents US and international tax-exempt organizations such as public charities, including donor-advised fund sponsoring organizations and supporting organizations; private foundations, including company foundations and private operating foundations; social welfare organizations; business leagues and trade associations; and agricultural organizations, among others. She also represents for-profit entities engaging in corporate philanthropy, volunteer programs, and joint ventures with tax-exempt organizations, and individuals planning and structuring their philanthropic activities.
Megan speaks at conferences for and about non-profit organizations on a range of topics. Most recently, she has spoken about donor-advised funds, structuring advocacy activities, collaborative funding and capital aggregation, Internal Revenue Service audits, and private foundation grantmaking.
Legal Expert, Responsible Business Conduct Centre, Directorate for Financial and Enterprise Affairs, OECD
Barbara leads the OECD’s work on responsible business conduct (RBC) for the financial sector, working with investors and banks to implement the recommendations of the OECD Guidelines for Multinational Enterprises. She also leads the OECD’s engagement on regulatory initiatives related to environmental and social due diligence. Prior to joining the OECD she worked on governance and private sector growth initiatives in Ethiopia, Cambodia and the Democratic Republic of the Congo. She holds a JD from Columbia Law School and a Bachelor’s Degree in Development Economics and International Development from McGill University.
Managing Director, Compliance and Sustainable Investing, Harvard Management Company
Michael Cappucci is a Managing Director for Compliance and Sustainable Investing at Harvard Management Company (HMC). He joined HMC in 2012.
Michael oversees HMC’s investment review process and helps to manage its sustainable investment program, where he focuses on integrating ESG factors in HMC’s private fund investments. His articles have been featured in the Journal of Applied Corporate Finance, NYU Journal of Law & Business, Virginia Law & Business Review, Responsible Investor, and the Harvard Law School Forum on Corporate Governance. He is a member of the SASB Investor Advisory Group, ILPA Legal Advisory Council, and Chair of the United Nations-sponsored Principles for Responsible Investment Private Equity Advisory Committee. He has extensive expertise in the structuring and implementation of various investment strategies, including hedge fund investments, separately managed accounts, complex derivatives, and marketable securities.
Prior to joining HMC, Michael served in the Fidelity Investments legal department, and as an associate at the law firm of Ropes & Gray LLP. He holds a J.D. from the University of Virginia School of Law and a B.A. in philosophy from Tufts University.
President, Ward Ferry Management
Daphne Chester, Partner & President, joined Ward Ferry Management in November 2013. Prior to joining Ward Ferry, Daphne was a Portfolio Specialist at Neuberger Berman working for the Quantitative Investment Group and the Greater China Equity Team from 2010 until 2011. Before that, Daphne was an Associate in the Alternatives Advisory & Placement Group at Neuberger Berman from 2009 until 2010. Previously, Daphne was an Analyst in the Client Development Team of the Absolute Return Strategies Group of the Lehman Brothers Investment Management Division from 2007 until 2009. Daphne began her career as Investor Relations at U.S. Shipping Partners from 2005 until 2007. She graduated with an A.B. from Princeton University and an M.B.A. from the Hong Kong University of Science & Technology.
Director of Capital Markets Integration, SASB
Jeff Cohen is the Head of Private Investment Initiatives and Director of Capital Markets Integration at SASB. In his role, Mr. Cohen partners with institutional investors and asset owners, facilitating integration of financially material ESG factors into investment decisions across asset classes. Prior to joining SASB, Mr. Cohen was Head of Business Development at Sonen Capital, an ESG & Impact dedicated OCIO and fund manager. Prior to Sonen, he was a Director of Investment Opportunities at Venovate where he led due diligence on alternative investment strategies ranging from timber, real estate, hedge funds, and secondary strategies. Mr. Cohen has spent his career working with sophisticated investors at organizations such as Deutsche Bank, Merrill Lynch, and Gerson Lehrman Group. He holds an MBA from Georgetown University and a BBA from the University of Michigan. Mr. Cohen is a CAIA Charterholder and Fundamentals of Sustainability Accounting Credential Holder
Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)
Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $30 billion Plan. He joined SFERS from State Street Global Advisors where he was an ESG Investment Strategist. Prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB) where he was the lead author and key architect of SASB’s 77 industry standards. He has also held roles in environmental auditing and consulting, and he began his career as a corporate sustainability manager for the Indian conglomerate Mahindra & Mahindra. Andrew holds a BS from Yale University and is a Fundamentals of Sustainability Accounting (FSA) credential holder.
Head of ESG, Markets, North America, Citi
Jayme Colosimo is the Head of ESG, North America, and also serves as part of Citi’s Business Advisory Services team, a thought leadership and global coverage strategic advisory group providing consulting, content, and insights to the C-Suite of Citi’s top 100 Global Markets clients on the innovation, regulatory, and technology trends impacting the investment management industry.
Prior to joining Citi in 2018, Jayme served as a Senior Economist and Strategic Advisor to White House and senior U.S. policy makers on global macroeconomic, geopolitical, and international banking issues. She managed intelligence analysts focused on national security issues, developing an expertise in alternative data and analytics, cybersecurity, and financial applications of emerging technologies. She was awarded a Presidential Daily Briefing Commendation and two Meritorious Unit Citations during her service. Earlier in her career, Jayme led a team of Relationship Officers in Zions Bank Private Services and separately served as the chief financial analyst to the CFO of Zions Bank.
Jayme holds a Professional Certificate in Data Science from the University of California, Berkeley and completed sponsored Executive Education at The John F. Kennedy School of Government at Harvard University. She holds a certification in Advanced Editing from the Poynter Institute School of Journalism and in 2020, graduated from a year-long certificate program in Data Visualization from Parsons School of Design. She holds an M.B.A. with an emphasis in Organizational Behavior and a Bachelor of Arts in International Business from Westminster College in Salt Lake City, Utah.
Jayme is an AA Certified Advanced Robotics Process Automation (RPA) Professional Developer, an American Marketing Association (AMA) Professional Certified Content Marketer, and holds Series 7 and Series 63 securities licenses.
Managing Principal, CarVal Investors
Mr. Detor is a managing principal and member of the Investment Committee for CarVal Investors, responsible for leading the firm’s investment strategy and management. He also leads the firm’s transportation investments and oversees capital formation, emerging markets and real estate investments for the firm. Mr. Detor joined CarVal from Morgan Stanley, where he most recently served as managing director and co-head of the global distressed and U.S. leveraged loan business. Mr. Detor has also served the U.S. government as a Special Agent with the United States Secret Service, as well as serving in the U.S. Army Reserves and New York National Guard. Mr. Detor received his M.B.A. from NYU’s Stern School of Business and his B.S. in accounting from SUNY Albany and is a Certified Public Accountant (inactive).
CarVal Investors is a leading global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, our experienced team has navigated through ever-changing credit market cycles, opportunistically investing $126 billion in 5,510 transactions across 82 countries. Today, CarVal Investors has approximately $10 billion in assets under management in both credit and real estate strategies.
Robert Downey Jr.
Actor, Activist, Founder, FootPrint Coalition
Managing Partner, CSR and Digital, Eurazeo
- Sophie Flak joined Eurazeo in 2013 as Director of CSR. In this role, she has implemented strategic CSR pillars and defined objectives for 2020 for Eurazeo and all its investments. Since 2015, Sophie Flak coordinates the digital transformation of the investments. Before that Sophie Flak was member of the Executive Committee overseeing the Group’s transformation and, specifically, Technologies, Organization, Innovation, and CSR. She was instrumental in positioning the Accor Group as a global sustainable development leader with the launch of the Planet 21 program. Prior to her work at Accor, Sophie Flak was a Partner of the consulting firm Accenture’s strategy division. A specialist in the coordination of major corporate transformation programs and innovation strategies, Sophie created Accenture France’s sustainable development consulting business.
Partner, US ESG Asset & Wealth Management Leader, PwC
Ryan is the US ESG Leader for PwC’s Asset & Wealth Management sector. He has over 20 years of experience serving a wide variety of public and private companies, as well as having served in the Firm’s National Office focusing on SEC Reporting. Ryan has extensive experience across a range of asset management clients including corporate managers, alternative firms, private equity funds, BDCs, and traditional funds. Ryan has worked with a cross section of clients with a focus on ESG education, policy creation, risk assessments, non-financial metric attestation reporting, insight on investor demands on the topic, and discussion surrounding the role of risk management in ESG. He has led ESG projects with various firms ranging from understanding the ESG profile of investments for alternative firms, developing an impact investing policy, training key staff in how to execute the new policy, and overseeing the creation of a firm’s inaugural sustainability report.
Director of the Americas, PRI
Chris joined the PRI in October 2016 as the Head of the Americas helping manage signatory relations in North America. He’s subsequently been promoted to Director of the Americas with additional responsibilities for relationships in Latin America. Prior to this, he was Head of Investor Initiatives for CDP, the former Carbon Disclosure Project, in North America. He served as the CDP representative for Sustainable Accounting Standard Board’s (SASB) Standards Council and for Climate Bond Initiative’s Climate Bond Standards Advisory Board. Previously, Chris worked in New York and Tokyo for JPMorgan, Deutsche Bank, Sanwa Bank and the former Lehman Brothers in fixed income. He holds an MBA from Columbia University and a BBA from the College of William and Mary in Virginia.
Partner, Seward & Kissel LLP
Debbie is a partner in the Investment Management group who focuses on providing practical and results-oriented legal and regulatory advice. She works with sponsors and managers of various private investment funds and other pooled investment vehicles, including hedge funds, private equity funds, funds of funds, commodity pools, co-investment vehicles and various “hybrid” funds. In particular, Debbie focuses on fund formation and structuring, the offering of interests by private investment funds, and the negotiation and documentation of such investments. Debbie has experience in organizing both domestic and offshore partnerships and other investment vehicles, including separately managed accounts established for institutional investors. She has significant experience advising clients regarding regulatory and compliance matters, including the availability of exemptions from registration for both U.S. and non-U.S. investment advisers, the development of compliance policies and procedures, the completion of regulatory filings, and assistance with regulatory examinations. Debbie also represents investment advisers in connection with seed-capital investments and side letters and represents funds of funds and other institutional investors in connection with their investments in private funds. She has also assisted clients with the completion of non-U.S. regulatory filings, including those required in connection with AIFMD.
Debbie was instrumental in the formation of the Firm’s ESG practice, spearheading a task force dedicated to staying at the forefront of the ESG issues affecting investment managers.
Debbie received a B.A. from Stockton University, summa cum laude, and her J.D. from American University, Washington College of Law, magna cum laude.
Deputy State Treasurer & Chief Investment Officer, Illinois State Treasurer
Rodrigo Garcia, CTP®, AIF® is the deputy state treasurer and chief investment officer for Illinois State Treasurer Michael W. Frerichs. He directs the Illinois treasury’s combined $38 billion investment portfolios, $275 billion in related banking operations and financial activities, and a $3.2 billion agency budget and financial reporting unit. He is a frequent speaker and contributor on topics such as financial innovation, investment stewardship, the financial markets, corporate governance, inclusive capitalism, sustainable finance/ESG, development finance, impact investing, public policy, leadership, and diversity & inclusion. He is an Adjunct Professor in Public Finance at Northwestern University, an Aspen Global Finance Fellow and a recent TEDx speaker. He also is a Certified Treasury Professional (CTP®), an Accredited Investment Fiduciary (AIF®), and holds SASB’s FSA credential.
Rodrigo was previously the director of the Illinois Department of Veterans’ Affairs and a member of the Illinois Cabinet, and has also worked for Morgan Stanley & Co., Inc. and the Federal Reserve Bank of Chicago. Rodrigo holds an undergraduate degree with a major in finance from Northeastern Illinois University, two post-graduate degrees, one with a focus in finance from the University of Illinois and one with a focus in public policy from Northwestern University and has also completed a senior executives program at Harvard’s Kennedy School of Government.
Rodrigo chairs the investment selection committee at Angeles Investors, chairs the investment committee for the endowment at Northeastern Illinois University, serves on the investment committee for the endowment at Youth Guidance/Becoming a Man, serves on the investment committee for the endowment at Leadership Greater Chicago, serves as the treasurer on the board of directors for the Thirty Percent Investor Coalition and is the chairman emeritus of Student Veterans of America. He also serves on the advisory councils for the Private Directors Association, the Milken Institute’s Global Capital Markets group and the Aspen Institute’s Latinos in Society program.
He is a dedicated public servant, an investment platform innovator, an angel investor, and an economic systems architect battling the many challenges afflicting our communities.
Founder & Chief Executive Officer, Kukua
Joshua received a First Class Honours degree in International Business from Nottingham Business School.
Joshua began his career in the UK Government at the Department for Business, Innovation and Skills (BIS) working on Responsible Capitalism initiatives. He subsequently spent time in the Department for International Development (DFID), the UK Governments department on international development, where he worked on private sector and sustainable capital market initiatives.
Following his time in the UK Government, Joshua recognised both the growing importance of ESG, Sustainability and Climate factors in the financial markets, as well as the positive role the industry could have on these areas. As a result, he founded Kukua.
Joshua has since led Kukua into becoming a leading practice, providing expert advisory and consulting to clients on how to integrate ESG, Sustainability and Climate considerations at both the investment and corporate level. Kukua are specialists in supporting alternative managers in this space, in particular.
Managing Director, Human Resources, Two Sigma Investments LP
Craig Hazenfield is a Managing Director in HR at Two Sigma. He leads HR business partnership for Two Sigma’s asset management business and corporate operations. In addition, Craig has responsibility for the firm’s learning & development and diversity, equity and inclusion efforts.
Prior to Two Sigma, Craig was an HR director at Google in Mountain View, CA. He supported Google’s Ads & Commerce business, which drove 90%+ of the company’s revenue, before becoming head of HR for Google Hardware. In this role, Craig worked with the newly-formed hardware leadership team to build Google’s strategy and capabilities for entering the global smartphone and home assistant markets. Craig also served as a member of Google’s HR leadership team and HR D&I Committee.
Before Google, Craig spent over seven years at Staples, Inc. outside of Boston, MA. He started as VP, Strategy for Staples’ U.S. retail business. A few years later he was asked to lead HR for the retail business as the company embarked upon a multi-year growth strategy. In this role, Craig worked on various strategic initiatives including integration of Staples.com to drive multi-channel capabilities, the launch of Apple products and building a new engagement program for the 40K+ store employees. Additionally, Craig co-founded Out at Work, Staples first employee resource group, and played a key role in the creation of the Staples Share Fund, a 501(c)3 that provides immediate financial support to Staples employees who experience catastrophic life events. It was in this role that Craig discovered his passion for HR.
Earlier in his career, Craig spent over nine years as a consultant at Deloitte where he worked with clients across several industries – from a Midwest hospital system to a truck manufacturer in Tatarstan, Russia. He also spent two years at Patriarch Partners, a private equity firm, working in interim management roles at two portfolio companies.
Craig graduated from Miami University in Oxford, OH, with a Bachelor of Science in Business and minor in Russian language; he received his MBA from The Wharton School and the University of Pennsylvania.
Alice C. Hill
David M. Rubenstein Senior Fellow for Energy and the Environment, Council on Foreign Relations
Alice Hill is the David M. Rubenstein Senior Fellow for Energy and the Environment at the Council on Foreign Relations. Her work at CFR focuses on the risks, consequences, and responses associated with climate change. Hill previously served as special assistant to President Barack Obama and senior director for resilience policy on the National Security Council staff where she led the development of national policy to build resilience to catastrophic risks, including climate change and biological threats. Prior to this, Hill served as senior counselor to the secretary of the U.S. Department of Homeland Security (DHS), in which she led the formulation of DHS’s first-ever climate adaptation plan and the development of strategic plans regarding catastrophic biological and chemical threats, including pandemics. Earlier in her career, she was a supervising judge on both the Los Angeles Municipal and Superior Courts as well as a federal prosecutor and chief of the white-collar crime unit at the United States Attorney’s Office in Los Angeles, California. Oxford University Press published her coauthored book, Building a Resilient Tomorrow, in 2019. She currently serves on the boards of the Environmental Defense Fund and Munich Re Group’s U.S.-based companies. In 2020, Yale University and the Op-Ed Project awarded her the Public Voices Fellowship on the Climate Crisis. Hill’s new book, The Fight For Climate After COVID-19, will be published in summer 2021.
Chief Diversity Officer, Goldman Sachs
Megan is chief diversity officer, responsible for the global diversity and inclusion strategy, driving inclusive culture initiatives and efforts related to the development, retention and advancement of diverse professionals. She serves as chief operating officer for the Global Inclusion and Diversity Committee and is a member of the One Million Black Women Steering Committee. Previously, Megan was head of diversity recruiting. She joined Goldman Sachs in 2014 as a vice president on the Diversity & Inclusion team and was named managing director in 2019. Prior to joining the firm, Megan worked as a litigation associate at Willkie Farr & Gallagher LLP covering white collar, insurance, and complex commercial cases and trials. During that period, she dedicated significant time to pro bono cases, primarily representing immigrants seeking asylum. During an externship, Megan spent six months working for MFY Legal Services
where she provided legal assistance to low-income New Yorkers to resolve issues in the areas of housing and foreclosure. Megan serves as a member of the Advisory Board for the Center on Race, Law & Justice at Fordham University School of Law and the Hispanic Scholarship Fund’s New York Advisory Council. Megan earned a BA in African-American Studies and Psychology from Yale University in 2003 and a JD from Fordham University School of Law in 2006.
Head of Sustainability Research, Bridgewater Associates
Daniel joined Bridgewater in 2011. He is in his tenth year as an Investment Researcher at Bridgewater. Since 2018, he has been Bridgewater’s Head of Sustainability Research, focused on building understanding at the intersection of financial markets and environmental / social sustainability, and how investors can build portfolios to achieve both investment and sustainability goals. Daniel is an alumnus of Dartmouth College, where he majored in History.
Taleah E. Jennings
Partner, Schulte Roth & Zabel LLP
Taleah has served as lead counsel on various complex commercial litigation matters, with a primary focus on fiduciary-related issues, including matters raised in trust and estates litigation, shareholder disputes and litigations involving employment-related matters. Her clients include financial services entities, such as investment managers, private equity firms, interdealer brokerage firms, multiemployer pension funds and commercial real estate firms, and fiduciaries of large trusts and estates. Taleah has litigated cases in various state and federal courts, as well as regulatory and arbitration forums, from the commencement of claims through trials and appeals.
Taleah has been recognized as a leading lawyer by The Legal 500 US, Benchmark Litigation: The Definitive Guide to America’s Leading Litigation Firms and Attorneys and by New York Super Lawyers. She received the Burton Award for Distinguished Legal Writing for the New York Law Journal article “Options When a Competitor Raids the Company,” was honored with the Excellence in Pro Bono Advocacy Award by Sanctuary for Families and was named among Savoy magazine’s Most Influential Black Lawyers and Crain’s Notable Women in Law. Taleah earned her J.D. from Rutgers Law School and her B.S. from University of Maryland.
Partner, Akin Gump Strauss Hauer & Feld LLP
Amy Kennedy structures leveraged financing arrangements for complex leveraged buyouts and other private equity transactions.
In addition to her leveraged finance experience, Amy has worked on a range of international and cross-border banking and restructuring transactions, with a particular focus on investment grade and corporate lending, and distressed and restructuring transactions.
Her clients include prominent private equity sponsors, banks and other financial institutions (including nonbank alternative capital providers) and corporates (including public limited companies (PLCs) and client portfolio companies).
Amy has experience with complex senior/mezzanine/second-lien structures, payment-in-kind (PIK) lending, high yield, unitranche/private placement and U.S. financings. Amy also represents both banks and corporations in Islamic/Shari’ah based lending, including co-conventional structures.
She has worked across a number of sectors including oil and gas, telecommunications, real estate and retail.
Prior to joining Akin Gump, Amy was a partner in the global finance and private equity practice groups in a leading global law firm. She has practiced in London, New York and Dubai.
In 2019, Amy was identified by The Lawyer as one of their “Hot 100” and named a “Rising Star in Finance” at the annual Euromoney Legal Media Group Europe Women in Business Law Awards. She is also included in Legal 500 UK 2020 for Real Estate – commercial property investment and Real Estate – property finance. She is also ranked as Highly Regarded in IFLR1000 2020 for Banking. Amy is listed by the Euromoney Legal Media Group’s inaugural Rising Stars Awards for the practice area category banking and finance and also as a Rising Star in the country category for the U.K.
Managing Director, FootPrint Coalition
Timothy W. Levin
Practice Group Leader and Partner, Morgan, Lewis & Bockius LLP
Timothy W. Levin, leader of the firm’s investment management practice, counsels investment advisers and other financial services firms on the design, development, and management of pooled investment vehicles and investment advisory programs. He also advises fund managers in connection with organization, registration, and ongoing regulatory compliance. Additionally, he represents managers and sponsors of unregistered pooled investment vehicles.
Timothy’s clients include many types of registered investment companies, such as mutual funds and registered funds of hedge funds, and funds focused on alternative investment strategies, including business development companies (BDCs). His unregistered pooled investment vehicle clients include private funds, bank collective investment trusts (CITs), and companies seeking exemption from investment company status.
Since 2008, Chambers USA: America’s Leading Lawyers for Business has recognized Timothy for his work.
He speaks frequently at conferences and moderates panels. He also co-chairs the annual Hedge Fund Conference. Timothy is the editor of Morgan Lewis Hedge Fund Deskbook: Legal and Practical Guide for a New Era and the Mutual Fund Regulation and Compliance Handbook.
Courtney E. K. Lewis
Chief Compliance Officer and General Counsel, Marshall Wace North America, LP.
Courtney is currently Chief Compliance Officer and General Counsel of Marshall Wace North America. Prior to joining the firm, Courtney was Chief Compliance Officer and General Counsel of Hound Partners, which was seeded by Tiger Management. She began her career at Systematic Financial Management, an affiliate of Affiliated Managers Group, as Compliance Officer and Counsel.
Courtney gained a Bachelor of Arts (2007) from New York University’s Gallatin School of Individualized Study and a Juris Doctorate with a Masters in International Political Economy and Development (2010) from Fordham University in New York. Courtney is an adjunct professor in Fordham Law School’s Masters of Compliance program, for which she also helped develop the online course curriculum in Investment Management Regulation. She also serves on the Executive Board of Literacy Partners, a large adult literacy non-profit organization focused on having a two-generation impact on education.
Author: Making Money Moral / Former Managing Director of The Rockefeller Foundation
Saadia Madsbjerg, coauthor of Making Money Moral, is a global leader in the field of sustainable and impact investing. She is a former Managing Director of The Rockefeller Foundation. She led the foundation’s efforts to seed-fund the development and launch of new financial instruments and partnerships designed to channel money from the capital markets toward sustainable development.
Before joining The Rockefeller Foundation, Saadia was the Senior Vice President for Strategic Planning at the New York City Economic Development Corporation (NYCEDC). There she led a portfolio of projects focused on transformative opportunities for creating a more equitable and resilient economy. Before joining NYCEDC, Saadia worked at Cisco Systems advising Fortune 500 companies and public sector institutions on how innovative technology could help create new business models and address critical challenges, such as social and economic challenges caused by an aging society. She was an Associate Principal at McKinsey & Company, where she advised multinational companies on corporate strategy.
She is a recognized thought leader who has served as an advisor on committees such as the Government of Canada’s Privy Council Office Impact Canada Initiative Advisory Committee and the World Economic Forum’s Global Future Council on Infrastructure. She has shared her learnings at influential conferences and through leading publications, including Harvard Business Review, Foreign Affairs, and The Financial Times.
She holds a Master of Science in Applied Economics and Finance and a Bachelor of Science in International Business from Copenhagen Business School.
Global Head of Sustainable and Impact Investment, GAM Investments
Stephanie Maier, Global Head of Sustainable and Impact Investment, is responsible for leading GAM’s sustainable and ESG (environmental, social and governance) strategy.
Stephanie joined GAM Investments in January 2021 from HSBC Global Asset Management, where she was Director for Responsible Investment. Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm.
Stephanie holds an MSc in Environmental Technology from Imperial College London, a BA in Biological Sciences from Oxford University and the Investment Management Certificate (IMC).
She is based in London.
Managing Director, Blackstone Alternative Asset Management (BAAM)
Rita Mangalick is a Managing Director of the Hedge Fund Solutions Group (BAAM), where she is Co-Chair of BAAM’s ESG Steering Committee and focuses on its Advisory Business. Prior to her current role, Ms. Mangalick was involved in performing operational due diligence of underlying hedge fund managers of BAAM from a business/financial perspective.
Before joining Blackstone in 2013, Ms. Mangalick was a Director at UBS Asset Management performing operational due diligence on hedge funds. Ms. Mangalick also previously worked at Union Bancaire Privee after starting her career in audit at KPMG.
Ms. Mangalick received her BA from The George Washington University, where she graduated magna cum laude.
Co-Head of Responsible Investment, Man Group plc
Jason Mitchell is Co-Head of Responsible Investment at Man Group and co-chairs Man Group’s Stewardship and Active Ownership Committee. He has held this position since July 2018.
Jason worked at Man GLG from 2004 to 2008 as a portfolio manager. Between 2008 to 2010, he advised the UK government on infrastructure development across Sub-Saharan Africa. He returned to Man GLG in 2010 as a portfolio manager, before becoming a sustainability strategist across Man Group in 2017. Prior to Man GLG, he was a Vice President at Andor Capital Management and an investment research analyst with Pequot Capital Management.
Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. Jason’s articles and comments on sustainable investing have been quoted in a number of top-tier publications, including Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has written widely on the European refugee migrant crisis. He also hosts the award-winning podcast series, A Sustainable Future.
Jason serves on the EFRAG (European Financial Reporting Advisory Group) Lab Steering Group, SASB (Sustainable Accounting Standards Board) Investor Advisory Group and the United Nations-supported Principles for Responsible Investment (PRI) Academic Advisory Committee. He chaired the PRI Hedge Funds Advisory Committee from 2014 to 2018. He is co-editor of PRI Perspectives academic journal. He is a contributing author to: CFA UK’s Certificate in ESG Investing Textbook (Ed. 2, 2020); Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018); Sustainable Investing: Revolutions in Theory and Practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012).
Jason holds a MSc in International Political Economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British-American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.
ESG Research Expert, Preqin
Matt leads ESG at Preqin, focused on delivering valuable solutions for customers in a growing area of importance for private markets. Before joining Preqin, Matt was a part of MSCI ESG Research for nearly ten years, developing the ESG Ratings model used by the largest institutional investors in the world. He chaired the MSCI ESG Research Editorial Committee, sat on the MSCI Research Editorial Board, co-created the MSCI ESG Now podcast, and wrote mare than 100 investor papers, industry reports, and profiles. Prior to that role, Matt development low-carbon investment programs and engaged directly with US pension funds and asset managers managing over USD 10 trillion in assets as a Manager at Ceres, a Bostonbased scarcity theme before joining Ceres. He is a graduate of Brown University with a concentration in Computers and Music.
Matt’s been quoted in the Wall Street Journal, Financial Times, NPR, Pensions and Investments, and other investor and business publications. He routinely lectures at business schools, including past discussions with students at Yale, Brown, University of Massachusetts, and others.
Researcher, Kepos Capital LP
Clayton Munnings is a Researcher at Kepos Capital LP. Previously, Clayton served as an Economist at the California Air Resources Board, where he conducted cost-benefit analyses and advised on the regulatory design of climate, energy, and transportation regulations. Before that, Clayton spent five years at Resources for the Future conducting ex-ante design evaluations and ex-post performance assessments of carbon pricing, carbon offset, and natural gas policies. He graduated cum laude from Cornell University in 2011 with a B.S. in environmental economics and a distinction in applied economics research. Clayton is currently pursuing his Ph.D. in Energy and Resources at UC Berkeley, where he focuses on environmental justice in climate policymaking, the environmental quality of carbon offsets, and the economic design and political economy of climate policies, including domestic clean energy standards and international carbon clubs.
Chief Compliance Officer and Managing Director of Sustainable Investing, Harvard Management Company
Kate Murtagh is the Managing Director for Sustainable Investing and the Chief Compliance Officer of Harvard Management Company, Inc. (HMC). Ms. Murtagh joined HMC in 2006.
As Managing Director for Sustainable Investing, Ms. Murtagh is responsible for designing and implementing HMC’s sustainable investing program across all asset classes. Ms. Murtagh developed HMC’s first sustainable investing policy and worked closely with Harvard University in its decision to become the first US endowment signatory to the United Nations-supported Principles for Responsible Investment, as well as its recent commitment for the endowment portfolio to achieve net-zero greenhouse gas emissions.
Ms. Murtagh was named a 2017 Leader in the Law by Massachusetts Lawyers Weekly for her innovative work in sustainable investing.
As Chief Compliance Officer, Ms. Murtagh is responsible for regulatory and legal matters relating to HMC’s investment activities. In this capacity, Ms. Murtagh has extensive expertise in the structuring and implementation of various investment strategies including co-mingled funds, separately managed accounts, joint ventures, private REITS, and direct asset ownership.
Prior to joining HMC, Ms. Murtagh was a partner in the Business Law Department of Goodwin Procter LLP, a national law firm based in Boston, MA.
Ms. Murtagh earned a B.S. in Management from Rensselaer Polytechnic Institute and a J.D. from Cornell Law School, where she served as Managing Editor of the Cornell Law Review.
Global Head of Business Applications, Data and Analytics Solutions, BNY Mellon
Corinne Neale is Global Head of Business Applications for BNY Mellon Data and Analytics Solutions. She is responsible for leading the development of next generation data and analytics capabilities for assets owners and asset managers, with a focus on currently unmet needs in an open cloud-enabled ecosystem powered by BNY Mellon state of the art technology.
Prior to joining BNY Mellon, Ms. Neale worked for BlackRock, Credit Suisse, Fitch-Algorithmics, Bankers Trust and was the President of Fintech company IQ Financial Systems Singapore that she sold to Standard & Poor’s.
Ms. Neale earned two Master degrees respectively of Finance and Business Administration from ESCL in France and University of Connecticut. She is a regular industry thought leadership contributor with more than 10 published articles and regular industry events speaking contributions.
Senior Portfolio Manager, EMSO Asset Management
Jens is a Senior Portfolio Manager at Emso Asset Management. Prior to joining Emso, Jens was a lead EM PM and head of sovereign research at Morgan Stanley Investment Management. He held senior PM, Strategist, and Economist positions at Moore Capital, GLG Partners, and the International Monetary Fund. Jens has a Ph.D. and a M.Sc. in Economics and International Finance from the Stockholm School of Economics.
Head of Investment Stewardship, Elliott Investment Management
Christine O’Brien is the Head of Investment Stewardship for Elliott Investment Management, a $42 billion investment management firm with offices around the globe. It is one of the oldest fund managers of its kind under continuous management.
Ms. O’Brien oversees stakeholder engagement activities and the integration of Environmental, Social and Governance (ESG) criteria into Elliott’s investment process. She works with portfolio managers and analysts across equities and private investment portfolios to both enhance existing strategies and identify opportunities.
As Head of Investment Stewardship, Ms. O’Brien strives to strengthen Elliott’s engagement with the institutional investor and corporate governance communities. Through the resulting dialogue, her goal is to help Elliott better understand how investors think about governance, firm strategy, and capital allocation, while also sharing Elliott’s views on these subjects.
Ms. O’Brien joined Elliott in 2011. Prior to assuming her present role in 2017, she worked as a Senior Research Analyst assisting in investment research, due diligence, and board searches with a focus on activist engagements. Ms. O’Brien came to Elliott from KPMG, where she worked as an auditor in the banking practice.
Ms. O’Brien earned a B.S. and M.S. in Accounting from Fordham University’s Gabelli School of Business. She is both a licensed Certified Public Accountant and a Certified Fraud Examiner in New York State.
Melonie D. Parker
Vice President & Chief Diversity Officer, Google
Parker is an HR executive committed to innovative, relevant, and contemporary HR leadership. She is an advocate for change and a passionate thought leader. Parker is responsible for advancing Google’s employee engagement strategy across Diversity, Equity & Inclusion. Additionally, Parker serves as a Minority in Energy Initiative Champion for the Department of Energy.
Prior to this role she served as the Vice President of Human Resources & Communications at Sandia National Laboratories. Parker was responsible for the leadership and Labs-wide management of human resources, health, benefits and employee services. She was also responsible for Sandia’s communication efforts, which include planning, strategy, executive communications, media relations, external branding, community affairs and internal communications.
Prior to joining Sandia as the VP of HR and Communications, Parker extends expertise from a career spanning over 17 years in a variety of Lockheed Martin business areas, locations, and progressive leadership roles. During her time at Lockheed Martin, she has held responsibility for employee relations, staffing, EEO/Affirmative Action, diversity programs, compensation, benefits, and K-12 outreach initiatives.
Parker received a B.A. in Mass Communications from Hampton University and an M.A. in Human Resources from Villanova University. She was named the 2016 HR Professional of the Year by the New Mexico Society of Human Resource Management. She was recognized with a Special Recognition Award at the 2014 Women of Color STEM Awards, and in 2012 graduated from Lockheed Martin’s Executive Assessment & Development Program.
Managing Director, AQR Capital Management
Lukasz Pomorski is the Head of ESG Research and a Managing Director at AQR Capital Management. He is responsible for the planning and oversight of the firm’s responsible investment research efforts across all asset classes. Lukasz frequently publishes on ESG topics, serves on industry committees and speaks at conferences globally. He is a member of the United Nations Principles for Responsible Investment Hedge Fund Advisory Committee and was previously the chair of UN PRI’s Equity Hedge Fund Working Group. Prior to AQR, Lukasz was an Assistant Director for Research at the Bank of Canada and an Assistant Professor of Finance at the University of Toronto. His research on ESG, alpha signals, and portfolio construction has been published in top academic and practitioner journals and won several best paper awards. Lukasz earned a B.A. and M.A. in economics at the Warsaw School of Economics, an M.A. in finance at Tilburg University, and a Ph.D. in finance at the University of Chicago.
Head of Responsible Investment Americas, APG Asset Management US Inc.
Anna Pot is Head of Responsible Investments Americas for APG Asset Management N.V. Ms. Pot started at APG in 2008 and currently works in the New York office where she has built a US responsible investment team and embed the ESG approach among APG’s Americas investment, legal, risk and operations teams. She works with investment teams on engaging U.S. companies and further integrating ESG considerations in the investment process.
Before joining APG, Ms. Pot coordinated the human rights and business sector program of Amnesty International Netherlands, and managed a sustainable investment fund at ING.
Ms. Pot has a Masters of Political Science, International Relations, Human Rights and International Law from the University of Amsterdam.
The Honorable Sarah Bloom Raskin
Former Deputy Secretary, United States Treasury, Former Governor, Federal Reserve Board
Sarah Bloom Raskin served as the former Deputy Secretary of the U.S. Department of the Treasury, a position for which she was confirmed by the United States Senate, from March of 2014 to January of 2017. As the second-in-command of the United States Treasury, Deputy Secretary Raskin oversaw the entire Treasury Department and its various agencies and departments. Deputy Secretary Raskin is known for her tireless pursuit of innovative solutions to enhance American’s shared prosperity, the resilience of our country’s critical financial infrastructure, and the defense of consumer safeguards in the financial marketplace.
Within the United States and throughout the international community, Deputy Secretary Raskin was a champion of cybersecurity in the financial sector, helping to elevate this critical issue to C-suites and boardrooms. Her efforts, including leading the development of the G-7 Fundamental Elements of Cybersecurity for the Financial Sector, contributed to a more secure and resilient financial sector in the face of increasingly frequent and sophisticated threats.
Immediately prior to her confirmation as Deputy Secretary, Ms. Raskin served as a Governor of the Federal Reserve Board where she helped conduct the nation’s monetary policy and promote financial stability. She was confirmed to the Federal Reserve by the United State Senate on September 30, 2010 and served until March 2014. Before joining the Federal Reserve Board, Ms. Raskin served as the Commissioner of Financial Regulation for the State of Maryland from 2007 to 2010. As Commissioner, she and her agency were responsible for regulating Maryland’s financial institutions, including all statechartered depository institutions, banks, credit unions, mortgage lenders, mortgage servicers, and trust companies, among others.
Throughout her career, Ms. Raskin has worked across public and private sectors in both legal and regulatory capacities. Her work has centered on financial institutions, financial market utilities, consumer protection issues, bolstered prudential standards, and resolution planning. Ms. Raskin’s private sector experience includes having served as Managing Director at the Promontory Financial Group, General Counsel of the WorldWide Retail Exchange, and General Counsel of Columbia Energy Services Corporation. Earlier in her career she served as Banking Counsel for the United States Senate Committee on Banking, Housing, and Urban Affairs.
She is currently a Visiting Professor of the Practice, Distinguished Fellow, Global Financial Markets Center, Senior Fellow, Duke Center on Risk: Science + Society Initiative at Duke University, Duke Law School. She was a Distinguished Visiting Professor at the University of Maryland. Governor Raskin is currently an on-air contributor to CNBC. She is on the board of directors of both for-profit firms in the investment space and non-profit institutions of higher education and culture.
Ms. Raskin has been recognized by several organizations for her public service and has engaged with the media and myriad audiences to discuss fiscal, economic and national security issues. She has spoken for organizations and events including the National Consumer Law Center, Women in Homeland Security, the New America Foundation, the Levy Economics Institute, the National Association of Business Economics, the Private Equity Growth Capital Council, the Ditchley Foundation, the Society of Government Economists, the Mid-Winter Housing Finance Conference, the National Community Reinvestment Coalition, NeighborWorks America, several community banking groups, and numerous institutions of higher learning, among many others.
Governor Raskin received her B.A. in economics from Amherst College, and she received her J.D. from Harvard Law School.
Managing Director and Global Head of Diversity and Inclusion, Morgan Stanley
Susan Reid is a Managing Director and Global Head of Diversity and Inclusion and the Institute for Inclusion at Morgan Stanley, and is a member of the firm’s Management Committee. Susan works closely with the Firm’s leaders in the design of the Firm’s diversity and inclusion strategy with emphasis on hiring, retention, development and advancement of key talent.
Susan has 25 years of human resource experience across a broad range of industries including financial services, telecommunications and higher education. Susan joined Morgan Stanley in 2008 as a Human Resource Business Partner supporting the Investment Management division. Prior to joining Morgan Stanley, Susan held a number of roles at various companies, including Human Resource Business Partner, and Head of Campus Recruiting and Diversity at Marsh and McLennan Companies, Head of Campus and Diversity Recruiting at Bell Atlantic, Head of Recruiting at RR Donnelley’s financial services division and Head of Employment at New York University. Prior to transitioning to Human Resources, Susan was an Assistant Director in Student Services at New York University where she developed and led programs to retain and advance academically gifted students of color.
Susan serves on the boards of the Morgan Stanley Foundation, Storefront Academy Charter Schools, iMentor New York City’s Advisory Board, and is a member of the Executive Leadership Council.
Susan has a degree in Economics and Political Science from New York University and lives in Harlem, New York.
Author: Making Money Moral / President Emerita, University of Pennsylvania / Former President, The Rockefeller Foundation
Judith Rodin, coauthor of Making Money Moral, is a pioneer, innovator, change-maker, and global thought-leader. For over two decades Rodin led and transformed two global institutions: The University of Pennsylvania and The Rockefeller Foundation. A ground-breaking academic and executive throughout her career, Dr. Rodin was the first woman named to lead an Ivy League Institution and was the first woman to serve as The Rockefeller Foundation’s president. Dr. Rodin’s leadership ushered The Rockefeller Foundation into a new era of strategic philanthropy that emphasized large-scale partnerships with business and government to address and solve for the complex challenges of the 21st century, and championed two new fields that are now at the forefront of current thinking: resilience and impact investing. At Penn, Dr. Rodin presided over an unprecedented decade of growth and progress that transformed the institution, its campus, and the community, taking the university from sixteenth to fourth in the U.S. News and World Report national rankings. Under her leadership, the University also led a comprehensive, internationally award-winning neighborhood revitalization program in West Philadelphia.
Rodin has served as a board member of leading public companies including Comcast, Citigroup, Aetna and AMR, as well as venture-capital backed startups, and many non-profits, including the Brookings Institution. She has been elected to leading academic societies, including the American Academy of Arts and Sciences, the American Philosophical Society, and the National Academy of Medicine. She has been the recipient of 19 honorary doctorate degrees, numerous prestigious honors, and is a sought-after speaker for influential global forums, including serving as co-chair for the World Economic Forum meeting in Davos in 2015, the Vatican Global Forum, and the United Nations General Assembly.
Dr. Rodin has authored more than 200 academic articles and chapters, and has written or co-written 15 books, including The Resilience Dividend: Being Strong in a World Where Things Go Wrong.
Head of Sustainability, Autonomy Capital
Dr. Mattia Romani joined Autonomy in January 2021 as the Head of Sustainability. Prior to joining Autonomy, Mattia worked at the European Bank for Reconstruction and Development (EBRD) from 2014‐2020 as a Managing Director for Economics, Policy and Governance. In this role, he led a team of over 100 professionals working on economic and policy engagements across the EBRD regions. He served as a member of the Bank’s Senior Leadership Team and Investment Committee where he was instrumental in significantly increasing the Bank’s sustainable investment, with more than 40% of the Bank’s annual investment now in this area. Prior to joining EBRD, Mattia was the Deputy Director General and Chief Economist of the Global Green Growth Institute (GGGI), an international organization based in South Korea dedicated to building sustainable growth and investment plans for emerging and developing countries globally. Before that, he worked at McKinsey and Company from 2009‐2013 as a Senior Expert in the Sustainability and Resource Productivity practice, where he contributed to multiple client engagements on resource productivity and carbon pricing. He served as Lord Nicholas Stern’s deputy on the UN Secretary General High‐Level Advisory Group on Climate Finance in 2010. Between 2007 and 2009, he worked as the lead economist on the Stern Review team for the UK Government. Prior to this, Mattia was at Royal Dutch Shell International, where he worked on energy modelling and long‐term scenarios – which triggered his passion for climate change. From 1999‐2003, he worked at the World Bank in Washington, D.C., Abidjan, and Antananarivo.
Mattia holds a Doctorate (D.Phil.) in Economics from the University of Oxford and a M.Sc. in Development Studies from the London School of Economics. Dr. Romani was also a Senior Visiting Fellow at the Grantham Research Institute at the London School of Economics.
Global Chief Compliance Officer, Värde Partners
Global Chief Compliance Officer
York Capital Management
Chief Compliance Officer
Schwab Capital Markets
Director of Anti-Money Laundering
US Trust Company
Director of Broker Dealer Compliance
New York Stock Exchange, Division of Enforcement
Bronx District Attorney’s Office
Assistant District Attorney
JD from Vanderbilt Law School
BA from Williams College
Elree Winnett Seelig
Managing Director, Global Head, ESG, Markets & Securities Services, Citi
Elree Winnett Seelig is a Managing Director and Head of Environmental, Social and Governance for Citi’s Markets and Securities Services business. Elree, who has worked at Citi for eight years, was previously Head of Strategy for Commodities at Citi. Prior to joining Citi, Elree was Head of Energy Client Management for Commodities at BNP Paribas, and also worked in Natural Resources Investment Banking at Lehman Brothers and Project Finance at NationsBank (now Bank of America). In the middle of her career, she spent 10 years working in conservation and community development in southern Africa and consulting for venture capital firms investing in renewable energy.
Head of Investment Funds and External Management, Caisse de dépôt et placement du Québec
Mario Therrien leads CDPQ’s investment funds activities. The teams he oversees invest in private investment funds and credit in private markets, as well as in venture capital in Québec and internationally. They are also responsible for external management in equity markets, as well as developing and managing strategic and institutional relationships. His mandate consists of adding value by building portfolios with the best external managers, while improving in-house management through the sharing of knowledge and expertise. He sits on the Investment-Risk Committee.
Prior to this role, Mr. Therrien was Senior Managing Director and Head of Strategic Partnerships, Developed Markets. He joined CDPQ in 1993 as an Analyst before taking on the role of Portfolio Manager in the group responsible for absolute return activities. Subsequently, he was mandated to develop external management activities in liquid-asset classes.
He holds a Bachelor’s degree in Economics and a Master’s degree in Finance from Université de Sherbrooke. He has also completed the Canadian Securities Course given by the Canadian Securities Institute, and is a CFA charter holder.
General Counsel, Lone Pine Capital LLC
Jeffrey H. Wechselblatt is the General Counsel of Lone Pine Capital LLC. Jeff joined Lone Pine in 2007. Lone Pine is an investment adviser that advises several long/short and long only private investment funds that invest primarily in publicly traded equities. Prior to joining Lone Pine, Jeff was an associate at Schulte Roth & Zabel LLP, Friedman Kaplan Seiler & Adelman LLP, and Simpson Thacher & Bartlett LLP. Jeff is a 1998 graduate of Columbia Law School.