Sustainability Investment Leadership Conference

New York

May 9th, 2019

Speakers

Our speakers include investors, corporate executives, accountants, attorneys and sustainability professionals. Our collective goal is to create strategies within businesses that lead to positive and durable economic and organizational sustainability.

If you are interested in speaking or have a speaker recommendation, please email [email protected].

The 4th annual conference will be held at Wells Fargo - 150 E 42nd St, New York, NY

Patsy Doerr

Global Leader, Social Impact

Patsy Doerr is an experienced speaker, columnist, thought leader and award-winning expert in the field of Social Impact, with expertise in corporate social responsibility, diversity and inclusion and sustainability. Her work in these areas has been featured by a number of publications and conferences including Forbes, The Hill, The Muse, Milken Institute and Sustainable Brands. Since December 2011, Patsy has built and has been leading the corporate social responsibility, diversity and inclusion and sustainability functions at Thomson Reuters globally, which spanned more than 100 countries and 45,000 employees. In 2017, she successfully launched the ESG Institute, a cutting-edge resource and support center tasked with building awareness and understanding around Social Impact issues and metrics. Patsy’s impact and success is rooted in more than 25 years of experience building and leading functions for organizations including Credit Suisse, Deutsche Bank and JPMorgan Chase. Additionally, Patsy serves on several board and committees that align with both her business and personal passions, including All In Together, Samburu Girls Foundation, Women’s World Banking and Responsible Investment Association. Patsy holds a BS in Biology from Washington and Lee University as well as a Master of Science (summa cum laude) in Adult Learning and Organizational Development from Fordham University. She has two children and lives in Manhattan.

Michelle Edkins

Managing Director, BlackRock

I am Global Head of BlackRock's Investment Stewardship team of 31 specialists based in five key regions internationally. I am responsible for the team’s engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. This includes engaging companies on how well they manage the significant environmental and social impacts of their businesses. In addition, I am an active participant in the public corporate governance debate and regularly speak and write on the importance of good stewardship for company performance. I am a member of BlackRock's Global Operating, Human Capital and Government Relations Steering Committees. I am involved in a number of public and private initiatives in the field of corporate governance and stewardship.

Deborah Goldstein

Founder, DRIVEN Professionals

Deborah Goldstein is a recovering restaurateur who founded DRIVEN Professionals to assist motivated professionals in reaching their career goals without sacrificing the abundance life has to offer. DRIVEN’s programming is designed to address the pandemic of stress, to build cultures of workplace trust, to promote intentional productivity, and to empower human capital to leverage the kind of corporate emotional intelligence that will lead to an engaged workforce.   Deborah is an Enhanced Practitioner of Conversational Intelligence (C-IQ), and brings that body of work to individual coaching and group workshops. C-IQ gives us the power to influence our neurochemistry and the neurochemistry of those we converse with IN THE MOMENT. Resulting strengthened relationships.   Deborah is a member of the Forbes Coaches Council, and is a frequent contributor to Iris. She has been featured on Bloomberg Surveillance. She is also a GLG Council Member, sits on the Global Advisory Council of IMPACT Leadership 21, the NYC Leadership Council of BIAAG, and the Board of Directors at SEEK Safely.   Deborah rejuvenates her energy by dedicating herself to a robust exercise program and creating countless Fresh Market meals for friends and loved ones. She splits her time between NYC and Putnam Valley, NY, thriving in the stillness of her country home to contrast the intensity of NYC life. Balance is an aspiration, if not a perpetual reality for Deborah. She is grateful to manage a well-integrated life, often reminding folks that she is DRIVEN’s best student.

Michael Kraten

Professor of Accounting, Chair of the Division of Accounting, Finance, and Economics, and Director of Accreditation of Business School Programs, Houston Baptist University, and Deputy Chair of SILC Conference

Michael Kraten, PhD, CPA specializes in the development of business strategies that stimulate the generation of long term sustainable value. He maintains areas of expertise in communication techniques, corporate social responsibility, decision analysis, enterprise risk management, entrepreneurship, financial modeling, forensic analysis, sustainability, and valuation. Dr. Kraten began his career in the assurance, advisory, and management consulting practices of Deloitte, one of the “Big Four” global accounting firms. After serving as a Management Consulting Partner in the New York headquarters office of BDO, then the sixth largest global accounting firm, he co-founded the entrepreneurial consulting practice AQPQ. The acronym refers to the academic and practitioner qualifications of the firm. He is also a senior Professor at Houston Baptist University, where he designed and now teaches the graduate courses in entrepreneurial finance, advanced international accounting, and accounting theory, and the undergraduate course in advanced financial accounting. In addition, Dr. Kraten serves as the Director of Accreditation for all business school programs. Furthermore, he is the Founder and Director of the Faculty Learning Community on Sustainability, and the Founding Faculty Adviser to the Student Accounting, Finance, and Economics Initiative. Dr. Kraten previously served as an Associate Professor for eight years at Providence College in Rhode Island, where he designed and taught the graduate capstone course for public accounting students and the undergraduate interdisciplinary colloquium on sustainability. The colloquium was sponsored by the Western Civilization program; it integrated content from business and the natural sciences with content from theology, philosophy, history, and english. He previously taught at Suffolk University in Boston, Maastricht University in the Netherlands, the University of Massachusetts, Sacred Heart University, and the University of Connecticut. He has also presented his work at Dartmouth College, Harvard Law School, Johns Hopkins University, Yale University, and other institutions. Furthermore, Dr. Kraten founded and directed the Certified Sustainable Value Professional (CSVP) program of the Rhode Island Society of CPAs. He now develops and presents customized accounting, business planning, leadership, risk management, and sustainability seminars for the Business Learning Institute and IHRDC, a global human resources development firm in the energy industry. These activities have enabled Dr. Kraten to deliver consulting services, courses, keynote addresses, presentations, and workshops for a wide variety of organizations around the world. His client organizations and collaborative partners have included entrepreneurial start-ups, multinational corporations, government organizations, global charities, and international universities on six continents. Dr. Kraten has published in the Journal of Banking and Finance, the International Journal of Accounting, Research in Accounting Regulation, the CPA Journal, the Journal of Financial Planning, Accounting and the Public Interest, and other major outlets. His handbook Business Planning and Entrepreneurship: An Accounting Approach is published by Business Expert Press. In addition, Dr. Kraten serves on committees and task forces of the American Accounting Association, and is an officer of the Public Interest Section of the Association. He is on the Editorial Advisory Board of the CPA Journal, the Planning Committee of the Sustainability Investment Leadership Council, and the Advisory Board of the Center for Professional…

Robert Laux

North American Lead, International Integrated Reporting Council

Bob’s focus in this role is ensuring the promotion, adoption and support for Integrated Reporting <IR> in the North America region – and specifically as a priority, the USA – encompassing awareness-raising, advocacy, focused engagement and providing oversight and support on all IIRC region-specific activities. Bob previously led the Treasury Controller Group at Microsoft Corporation.  The Treasury Controller Group is responsible for the accounting and disclosure for Microsoft’s $100 billion Treasury Portfolio.  The Treasury Controller Group is also responsible for the accounting and disclosure for taxes, stock-based compensation, and acquisitions and divestitures.  Prior to joining Microsoft in 2000, Bob was an Industry Fellow at the Financial Accounting Standards Board (FASB) where he was responsible for coordinating the activities of the Emerging Issues Task Force.  Prior to joining the FASB, Bob spent eight years at General Motors.

Michael Littenberg

Partner, Ropes & Gray LLP

Michael R. Littenberg has more than 25 years of experience representing U.S. and foreign public and private companies, investment banks, private equity funds and other private investment funds in transactional matters, including securities offerings and mergers and acquisitions. His clients range from large well-known institutions to growing companies across every major industry. Michael’s transactional capital markets experience covers a wide range of products, including equity and equity-linked securities, investment grade and non-investment grade debt, and SPACs, BDCs and other permanent capital vehicles, through SEC registered, Regulation D, Rule 144A and Regulation S offerings (including registered direct offerings and PIPEs). Michael’s M&A experience includes representing strategic and financial buyers and sellers, special committees and financial advisors in connection with U.S. and cross-border transactions involving public and private companies. A significant part of Michael’s practice involves counselling U.S. public companies and foreign private issuers and their boards, board committees, special committees, executive officers and investors in connection with ongoing compliance under the U.S. securities laws, including Dodd-Frank, Sarbanes-Oxley and the JOBS Act, exchange requirements and governance and executive compensation matters. Michael also advises a significant number of leading companies on supply chain compliance (including the SEC's Conflict Minerals Rule), responsible sourcing and corporate social responsibility, and is widely viewed as a leading practitioner in this area. Michael is a frequent speaker at conferences and seminars, has authored numerous articles, and is frequently quoted as an expert in the business and specialty press, on topics pertaining to his areas of focus. He is listed in Who’s Who in Securities Law and, for multiple years, has been listed in New York Super Lawyers for securities and corporate finance and as one of the top 100 lawyers in the New York metro area.

Barry C. Melancon

CEO, Association of International Certified Professional Accountants; President & CEO at American Institute of CPAs

Barry C. Melancon is the President and Chief Executive Officer at the American Institute of CPAs (AICPA), the national professional association of CPAs, with more than 412,000 members worldwide. As head of the largest body of CPAs in the world, Melancon is called upon to represent the Institute with state, national and international organizations and is sought after by key opinion leaders for his expertise. Under Melancon, the Institute has spearheaded a number of initiatives designed to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs. Also under Barry’s leadership the AICPA and the Chartered Institute of Management Accountants (CIMA) developed a joint venture to establish the Chartered Global Management Accountant (CGMA) designation to elevate management accounting globally. More than 150,000 management accountants now hold the CGMA designation worldwide. Melancon also serves as the CEO and a board member of the Joint Venture, the Association of International Certified Professional Accountants, which oversees all CGMA activities internationally.

Kristen Sullivan

Partner, Deloitte & Touche LLP

Kristen Sullivan is a partner and leads Deloitte & Touche LLP and Deloitte Touche Tohmatsu Limited’s (DTTL) Sustainability Reporting, Assurance and Compliance 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 reporting and assurance, focused on social impact. Kristen leads Deloitte’s efforts around social impact measurement and reporting, specifically focused on Deloitte’s services in support of the Global Impact Investing Rating System (GIIRS). Kristen also leads Deloitte’s Conflict Minerals Advisory and Assurance Services. She brings specialized insights to this regulatory reporting requirement from her previous area of focus on Regulatory & Public Policy Matters for Deloitte, recognizing the broader policy as well as the compliance implications of this issue from a corporate brand and reputation standpoint. Kristen serves as a member of the Global Reporting Initiative (GRI) North America Advisory Council, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Global Initiative for Sustainability Ratings (GISR) Technical Review Committee, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as a member of the AICPA Conflict Minerals and Sustainability Task Forces. 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 disclosure and assurance. Kristen has over 19 years of experience with Deloitte. Kristen is a CPA, CGMA and is GRI certified. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters. Kristen serves as a member of the Eureka College Board of Trustees, the Global Social Venture Competition Advisory Board of the UC Berkeley’s Haas School of Business, the Financial Women’s Association and the Junior League of Stamford-Norwalk.

Marc L. Rinaldi

Partner-in-Charge of Financial Services and Director of Family Office Investments, PKF O’Connor Davies LLP

Marc Rinaldi is the Partner-in-Charge of PKF O’Connor Davies, LLP Financial Services and CEO of O’Connor Davies Administration, LLC. He has over 30 years of industry experience and is a leader in the fields of investment, entity, partnership and alternative investment accounting, ASU 820 valuation, risk management and international investment banking and proprietary trading. His clients include family offices, private foundations, endowments and private equity, hedge and venture capital funds. Marc also provides investment consulting to clients on investor due diligence, socially responsible investing, risk-based compliance management and performance reporting. Marc is a member of the Managed Funds Association and Global Association of Risk Professionals. He also serves on the New York State Society Investment Companies, Investment Management and Private Equity Committees. Marc recently presented on the impact of socially responsible investing on family office and private foundation investors at the firm’s annual Private Foundation Symposium and at a EY Global Hedge Fund Symposium in Amsterdam.

Sarah Tomolonius

Conference Chair, Co-founder, SILC

Sarah is the Conference Chair, Co-Founder, SILC.  Sarah serves as President on the Board of HeARTs Speak, on the Young Executive Board of iMentor, on the Executive Council of the Alumni Council at the School of International and Public Affairs (SIPA) at Columbia University and as Chair of the Sustainability Committee and on the Management Committee of the New York Alternative Investment Roundtable. Sarah received her BA in English from Vassar College and her MPA from SIPA at Columbia University, where she received a fellowship for International Finance and Policy.

Jeffrey Yin

President, SILC Club

Jeffrey Yin is the President of the SILC Club. Prior, Yin has served as General joined XO Group with nearly 20 years of experience advising a diverse portfolio of businesses ranging from emerging growth startups to large public companies. He has also served as General Counsel of The Alberleen Group and Chief Compliance Officer and General Counsel of Medallion Financial Corp. Yin’s law firm experience includes Orrick, Herrington & Sutcliffe LLP and Brobeck, Phleger & Harrison LLP, in the business and technology groups. Yin received a B.A. in Economics and Rhetoric from the University of California at Berkeley and a J.D. from the New York University School of Law.

Erin O’Brien

Senior Associate, Investments, ImpactAssets and Executive Officer, SILC Club Committee

Erin O’Brien serves as Vice President and Marketing Officer of the SILC Club. Erin works alongside Feona to drive the organization’s marketing and communications efforts and assists the Events Team in planning and executing the Club’s monthly programming. Erin is also an Associate at The Alberleen Group where she conducts due diligence and financial analysis for mergers and acquisitions, capital raises, and IPO engagements across a variety of sectors with a focus on impact investing. Erin graduated from the University of Connecticut with a Bachelor of Arts in Economics and minors in Business Fundamentals and English Literature.

Feona Castro

MBA Candidate, New York University and Executive Officer, SILC Club Committee

Feona Castro serves as an Executive Officer at the SILC Club. She is currently an MBA candidate at the New York University Stern School of Business, where she is specializing in the areas of Finance and Sustainable Business. Previously she served as Director of Communications at the Community Development Venture Capital Alliance (CDVCA), a 501 (c)(3) network of impact investing funds in the US. During her tenure in CDVCA, she spearheaded the organization’s marketing and communications efforts and conducted investment analysis and managed transactional activity on CDVCA’s Central Fund and New Markets Tax Credit investments. She has also played an active part in the development of the social enterprise sector in the Philippines. In 2014, she co-founded an internationally recognized social enterprise, which aims to revolutionize relief operations management in disaster-stricken areas. `Ms. Castro holds an undergraduate degree in Business Management from Ateneo de Manila University, Philippines.

Trysha Daskam

Director, Head of ESG Strategy at Silver Regulatory Associates LLC and Executive Officer, SILC Club Committee

Trysha Daskam is Head of ESG Strategy at Silver Regulatory Associates, a New York-based consulting firm that specializes in compliance for the investment industry.  Trysha develops and manages ESG strategy for Silver clients, including the development/implementation of sustainable ESG policies, procedures and internal reporting processes and conducting and overseeing ESG due diligence. Prior to joining Silver Regulatory Associates in 2018, Trysha was a Vice President for U.S. Compliance Consulting at Duff&Phelps. The development of Trysha’s current ESG practice began at Duff & Phelps, where she was a global point person addressing ESG issues and completing ESG projects for a wide base of clients in different sectors. Trysha was previously an associate at Universal Investments, L.P., where she was part of the team managing the firm’s business operations and involved in both mock and actual SEC exams. Trysha received a Bachelor of Science in Biological Sciences from the University of Denver and a Masters of Public Health from The George Washington University where she dually concentrated on international economics and global health policy.

June W. Choi

CEO and Founder, Serval Ventures

June W Choi is the CEO and Founder of Serval Ventures, an emerging tech venture builder, investor, and innovation partner in emerging tech. Serval focuses on applying emerging tech (AI, data, blockchain, mixed reality) to build and grow transformative tech products and startups globally. Serval’s work centers around our own venture building and investing with our proprietary Innovation Roadmap (idea to series A in 2 years) and coaching frameworks, and as an innovation partner with corporations and investors. Serval Ventures launched in 2015 based out of New York City, and had their first exit 2.5 years after launching a founder from idea. June is a master mentor, startup advisor, entrepreneurship teacher, investor, executive coach, super-connector, systems & innovation strategist consultant, experienced executive, speaker, and complex systems and 4D thinker. She is also a board director of Alpha'a, a crowd-curated arts for purpose platform connecting emerging artists with collectors. Before launching Serval, June ran a strategy consulting firm working on issues such as strategic planning, board development, financial and operational systems, and processes, cultural/diversity/inclusion issues, succession planning, fundraising, and investment planning. June also has broad experience in nonprofit and philanthropy, extensive speaking experience, and served on numerous panels, committees, and boards.

Sheena Allen

CEO and Founder, CapWay

Sheena Allen was born in Terry, MS and is a graduate of the University of Southern Mississippi where she received a dual degree in Psychology (B.S.) and Film (B.A.). In 2011, Sheena started her first company, Sheena Allen Apps, and bootstrapped the media tech company to millions of downloads. While visiting her hometown in Mississippi in late 2015, Sheena took notice of how people in her community were still very much into using predatory financial services, such as payday lenders. This led her to start her second startup, CapWay. CapWay is a neo-bank that also includes financial education and gamified micro-lending for those who do not fit into the traditional banking system. In late 2016, Sheena made her premiere in She Started It, a documentary film that follows five women around on their startup journey. In early 2017, she released her first print book, The Starting Guide, a three-part book that talks about her journey, a guide for those interested in app development but not sure where to start, and business 101 tips. The response from The Starting Guide led Sheena to start App It Out, an interactive workbook and curriculum around simplifying app ideas and app development. Sheena has traveled around the world and spoke on subjects such as owning a successful tech company as a non-technical founder and inclusion in tech. She has been featured in various publications, including Black Enterprise and EBONY Magazine. Sheena is a 2018 Business Insider Under 30 Innovator and part of the Forbes 30 Under 30 2019 class.

Sara Orr

Counsel, Latham & Watkins

Sara Orr, counsel in Latham & Watkins LLP’s Environment, Land & Natural Resources Department, advises clients on a range of environmental and sustainability issues. Ms. Orr works with financial institutions, private equity firms, and corporate clients to assess and manage environmental risks. She regularly advises clients on environmental issues in corporate and transactional matters in the oil & gas, power & renewable energy, petrochemical, metals & mining, manufacturing, and real estate sectors. She also represents both sponsors and lenders in connection with financing and developing major projects, and has particular experience with international environmental and social sustainability standards, including the Equator Principles.

Michael Mahoney

Vice President and Assistant General Counsel — Chief EHS Compliance Counsel, Pfizer Inc.

Michael Mahoney joined Pfizer in 1988. He is currently Vice President and Assistant General Counsel and Pfizer’s Chief Environment, Health, and Safety (EHS) Compliance Counsel.  Prior to this, from 2007 until 2014, Michael was the Chief EHS Counsel for the Company and led a group of five EHS attorneys.  In 2008 Michael successfully developed the business case for Pfizer’s Environmental Sustainability Program and led the program from 2009 until 2010.   In his current position, he is responsible for EHS compliance oversight and support to Pfizer operations globally. Michael is a member of Pfizer’s Environmental Sustainability Steering Council and, in that role, provides strategic advice on the program’s direction and objectives.   He was responsible for developing the business case and launching Pfizer’s Climate Change and Energy Program in 2000 and has continued to be involved in its development. Prior to joining Pfizer’s Legal Division, Michael worked as an environmental engineer in the company’s Global Engineering Group and led a number of important technical programs and projects.   He serves as Board member for the Environmental Law Institute and is the former Chair of the Environmental Law Committee of the NYC Bar Association. He also served two terms as chair of PhRMA’s Air Work Group and successfully led PhRMA’s legal challenge of USEPA’s rules for the control of hazardous air pollutants from pharmaceutical manufacturing operations. Michael earned his J.D. from Fordham University. He also has an M.S. in environmental engineering and a B.S. in biology, both from Manhattan College.

Ivana Estrada

VP, Institutional and Security Technology, Morgan Stanley

Robert Hogland

SVP and Chief Financial Officer, Con Edison

Mr. Hoglund is currently Senior Vice President and Chief Financial Officer. Mr. Hoglund joined Consolidated Edison in April 2004. He was previously employed from 1997 to 2004 at Citigroup and predecessor firms where he was a Managing Director in the mergers & acquisitions group and managed the firm’s investment banking coverage of North American utilities. Mr. Hoglund previously worked at Merrill Lynch, the former Barr Devlin, and at Morgan Stanley. He holds a Bachelor’s Degree in English, a Master’s Degree in Business Administration and a Juris Doctor, each from the University of Virginia. Mr. Hoglund is a Vice Chairman of the Board of Directors of The Chamber Music Society of Lincoln Center, and Chair of the Audit Committee of each of the Board of the Orchestra of St. Luke’s and the Citizens Budget Commission. He and his wife reside in Manhattan. They have three sons, two of which are in college.  

Amanda Pullinger

CEO, 100 Women in Finance

Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance (previously 100 Women in Hedge Funds). She leads a small staff team and manages over 500 volunteer practitioners globally, overseeing the operations of the organization, which now has over 15,000 members in 23 locations.   Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds.   Ms. Pullinger is a Non-Executive Director of FlyPlymouth, based in Plymouth, UK. She is currently on the Boards of the HALO Trust (USA), the American Friends of The National Portrait Gallery (London) Foundation and serves as a Director on the Oxford University Alumni Board. She is also Vice Chair of the Women’s Network Forum and Vice President of The Brasenose Society. Previously, she served as Chairman of the Board of The HALO Trust (www.halotrust.org) and on the Boards of SkillForce, NYU Cancer Institute and Girls’ Prep, and was on the founding Board of 100 Women in Finance, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts.   Ms. Pullinger graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.

Harvey Golub

Retired, Chairman & CEO, American Express

Mr. Harvey Golub is a Partner of GRS Partners. Mr. Golub served as the Chairman and Chief Executive Officer of American Express Company from 1993 to 2001 and possessed a tremendous amount of global experience in strategy and international operations management. He joined American Express Company in 1984 as the President and Chief Executive Officer of IDS Financial Services, now American Express Financial Advisors. Prior to joining IDS, Mr. Golub was a Senior Partner of McKinsey & Company, Inc. He was a Treasurer of Lincoln Center for the Performing Arts, Inc. He served as Senior Advisor of Lazard Frères & Co. LLC. He serves as Chairman of Hudsonfield LLC. He has been the Chairman of the Board of Advisors of Miller Buckfire & Co. LLC since October 2011 and serves as a Member of Board of Advisors since 2004. Mr. Golub serves as an Executive Chairman of Ripplewood Investments L.L.C. and Ripplewood Advisors L.L.C. He served as Chairman of Trusted Media Brands, Inc. from March 2007 to August 16, 2009. He served as Chairman of Airclic Inc. He served as the Chairman of TH Lee Putnam Ventures since September 19, 2001. He served as the Chairman of Sentient Jet, LLC. He served as Non-Executive Chairman of the Board of American International Group, Inc. (AIG) from August 10, 2009 to July 14, 2010. He served as the Chairman of the Board of Directors of American National Group Inc. He served as Non-Executive Chairman of The Reader’s Digest Association. He served as Chairman of Sitel Worldwide Corporation since September 19, 2001. He served as the Chairman of The Reader's Digest Association Inc., and Campbell Soup Company since November 19, 2004. He serves as Director of Hudsonfield LLC, Dynasty Financial Partners LLC and Powersite LLC. He serves as Director of Manhattan Institute for Policy Research and NewYork-Presbyterian Hospital. He serves as a Member of Advisory Board of Marblegate Asset Management LLC. He serves on the Boards of The American Enterprise Institute for Public Policy Research, Dow Jones & Co., the American Enterprise Institute, the New York City Partnership and Chamber of Commerce and the United Way of New York City. He serves as a Director Emeritus of Lincoln Center for the Performing Arts Inc., and served as its Director. He served as a Director of Dow Jones & Company Inc. since 1997 and American International Group, Inc. (AIG) from May 2009 to July 14, 2010. Mr. Golub served as a Member of International Advisory Council of CGI Group Inc. since February 13, 2004. He served as a Director of Warnaco Group Inc. and RHJI International. He served as a Non-Executive Director at The Reader's Digest Association Inc. He served as a Director of Hess Corporation from May 2013 to May 04, 2016. Mr. Golub served as a Director of Campbell Soup Company from 1996 to November 17, 2011. He served as a Director of Warnaco Group Inc., BHF Kleinwort Benson Group SA and RHJ International S.A since September 20, 2006. He served as a…

Lili Gil Valletta

CO-FOUNDER AND CEO, CULTURINTEL & CIEN+

Lili is a recognized cultural intelligence™ expert, World Economic Forum Young Global Leader and an award-winning entrepreneur. She came to the U.S. at the age of 17 without speaking English, leaving her entire family behind in Colombia, and managed to become a recognized corporate executive turned entrepreneur. After a successful corporate career including a 10-year tenure at Johnson & Johnson, where she pioneered various diversity strategies and co-founded the Hispanic business resource group “HOLA”, Lili co-founded CIEN+ and CulturIntel. Her firm, based in New York City with offices throughout the U.S. and Latin America, offers big-data analytics, business consulting and marketing strategies for companies to successfully turn cultural trends into innovation and profits. Her proprietary methodologies of Cultural Intelligence™ and ability to use big data, machine learning and A.I. tools to discover cultural insights globally, have been presented and featured by The United Nations, The World Economic Forum, Harvard University, among others.   She is a regular TV commentator seen on Fox News, Fox Business and CNN en Español, and has been featured by Forbes, CNN Money, The Huffington Post, The NY Daily News, MM&M, among others. She is also the recipient of many recognitions including being selected as the 2018 Hispanic Businessperson of the Year by the U.S. Hispanic Chamber of Commerce, Listed in the 2018 Power Women 100 as one of  the most powerful women in New York, 2018 Women of Excellence Award, Top 50 Healthcare Influencers by PRWeek, among others. Lili is an advocate to minority and women-owned businesses contributing to initiatives at The United Nations, The World Economic Forum, The White House and around the world. Lili serves as a board member of the Harvard Women's Leadership Board, National Board of Directors of the YMCA USA and mentor to the Stanford Latino Entrepreneur Leaders Program. In 2017 she was appointed by Governor Cuomo to join the New York State Council on Women and Girls and Mayor Bill de Blasio to join the NYCx Technology Leadership Council. Lili is also the creator of the entrepreneurship platform Dreamers Ventures designed to empower minorities and women in the U.S. and Latin America. She holds a degree in Business Administration from Southwestern Adventist University, completed foreign studies at Deakin University in Melbourne, Australia and holds an M.B.A. from the University of Colorado and an executive degree from the Harvard Kennedy School in Global Leadership and Public Policy. She lives in New York with her husband Chris Valletta and her two sons.   Twitter: twitter.com/Liligil Instagram: @liligilusa LinkedIn: http://www.linkedin.com/in/liligil Company: www.cien.plus www.culturintel.com Media Appearances: www.YouTube/liligil Personal Page: www.lilianagil.com

Christine Harada

President, i(x) investments

Christine is a seasoned executive, with significant experience in advisory and business operations. She has senior executive leadership experience with government agencies and professional services firms. Most recently, she served as the Chief Sustainability Officer of the United States for the Obama Administration. In this role, Christine provided oversight for all sustainability-related initiatives across the Federal government in energy, fleet, and acquisitions, overseeing game-changing improvements that added to our nation’s clean energy future. Previously, she served as the acting Chief of Staff for the U.S. General Services Administration; and also as the Associate Administrator for the Office of Government-wide Policy and Chief Acquisition Officer. In this role, she helped provide government-wide policies and guidance to enable the sustainable and efficient use of assets, effective acquisition leadership, and sound identity & information management. Prior to joining the government, she was a management consultant to Fortune 500 and public sector clients to tackle their most pressing challenges. Christine has extensive expertise in business strategy and translating that into operational excellence.

Rebecca A. Meyer

Consultant, Relative Solutions

Rebecca provides families and their trusted advisors with a thoughtful process to align their family enterprise governance, philanthropy and wealth structures with their values. Trained at the Bowen Center for the Study of the Family, she has more than 20 years’ experience as a respected investment professional. Through her work, she creates a collaboration that invites families to fulfill their highest purpose as she guides them to reinvigorate their governance and learning practices and re-evaluate their wealth structures. This approach infuses meaning into the family’s decision making so they can successfully navigate multigenerational transitions and create lasting social impact. Prior to joining Relative Solutions, Rebecca spent 15 years in the Family Office industry, most recently as a senior leader at Pitcairn. Rebecca recently completed a consulting engagement with the Center for High Impact Philanthropy at the University of Pennsylvania, researching and writing The XX Factor Guidebook: How to Align Financial Investments to Improve the Lives of Women & Girls. Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She is a 21/64 Certified Advisor with expertise in multigenerational issues.

Pam Fitzpatrick

Senior Director, Analyst, Gartner's Supply Chain Research Group

Pam Fitzpatrick is a Senior Director, Analyst with Gartner's Supply Chain Research group. Ms. Fitzpatrick's research coverage includes corporate social responsibility (CSR), sustainability and circular economy strategies in the traditional supply chain management functions of planning, sourcing, manufacturing and logistics. She tracks the impacts of ESG investing trends and social and environmental responsibility issues on supply chain management. Her research focuses on addressing these challenges through supply chain strategy, governance and performance measurement programs.

Deborah Enix-Ross

Chair, ABA Day in Washington Planning Committee, Vice President of The World Justice Project, Litigation Practice Group Manager, Debevoise & Plimpton LLP

Deborah is Senior Adviser to the International Dispute Resolution Group at Debevoise & Plimpton in New York City. She has been a member of the ABA House of Delegates since 2010; she served as a minority and women member-at-large; vice-chair of House Committee on Credentials and Admissions; and a member of the Commission on Governance. She has Chaired the Africa Law Initiative Council for Rule of Law Initiative. She chaired the ABA Center for Human Rights and the Center’s Business and Human Rights Project. She chaired the Section of International Law in 2006-07, and also served on the section council. She co-founded the International Law section’s Women’s Interest Network, and was instrumental in creating the Women’s Interest Group at the International Bar Association. She is past chair of the ABA Section Officers Conference (2007-09). She is a member of the New York Law School Alternative Dispute Resolution Skills Program Advisory Committee and is Vice President of the World Justice Project.

John Meyers

Board of Directors, Impact Capital Forum

John Meyers is Managing Principal, GSG Networks, a consulting group providing services to international NGOs, businesses, and development organizations in the areas of impact investing, blended finance and international development. Most he recently he supported the new Private Sector Strategy development for the UN International Fund for Agricultural Development (IFAD). Previously, John served for six years as Executive Director, Swisscontact North America, and Managing Director – North America for Swisscontact, a Swiss NGO supporting private sector development in 35 countries. Prior to that he was Director, Global Programs and Sector Innovation and Senior Advisor, Business Development/Social Investing at Aid to Artisans (ATA) In these positions, he secured financing for impact investing and access to finance projects in agricultural (Peru, quinoa; El Salvador, honey) and artisan/handcraft supply chains. Over the past year, John has spoken on panels at the UN High-Level Political Forum and UN Commission on Social Development Side Events on impact investing and fashion supply chains. He has also been a speaker at Opportunity Collaboration (Financing Smallholders), Concordia Annual Summit (Innovative Finance), and Kota Alliance (Impact Investing in Women). John is President, Board of Directors, Impact Capital Forum, among the largest individual member networks in the impact/microfinance sector in the US, and serves on the Boards of Creative Learning and the Community Foundation for St. Vincent and the Grenadines (Executive Committee). John received his B.A. in International Relations from The American University of Paris; MLS from Rutgers University School of Communication & Information; and M.A. in History from Columbia University.

Christopher Haasen

Principal, S&C Consultants North America

Christopher is a Principal at S&C North America, a management consulting firm focused on sustainability and ESG. He has offered support to clients across sectors on sustainability projects pertaining to goals & metrics, responsible procurement, and reporting. Most recently, he has worked with one of the world’s largest meatpackers to identify sustainability opportunities along the value chain, and develop a sustainability strategy. Before coming to New York, he spent more than five years in Germany with Schlange & Co, S&C's parent company, where he developed and piloted guidance on responsible sourcing for members of the chemical industry association. Previously, he worked at the DHL Innovation Center and DHL Consulting, the group's internal top management consultancy. He holds a M.Sc. in Environmental Policy (with distinction) from the University of Oxford, UK.

Kunjan Mehta

Partner, Grant Thornton

Financial Services partner with broad experience in all aspects of accounting, auditing and financial management. Direct experience with Hedge Funds, Broker Dealers and Private Equity Firms. Interested in learning more about the industry as well as becoming an expert on technical issues in International as well as US accounting. Specialties: Financial Services, Hedge Funds, Private Equity, Asset Management

Taylor Reed

Sector Analyst, Consumer Goods, SASB

Anton Gorodniuk

Sector Analyst, Financials, SASB

I am young and ambitious research analyst who believes that a company’s performance on environmental, social, and governance (ESG) issues can be measured and analyzed within a traditional framework of a fundamental analysis. At my current position with the Sustainability Accounting Standards Board (SASB) I lead research and standards development for the Financials sector. This involves keeping abreast of regulatory developments and emerging trends in the sector, as well as maintaining strong relationships with corporate issuers, investors, and other stakeholders that inform the content of SASB standards. I also contribute to standards development by spearheading various projects that involve quantitative data analysis. I joined SASB in 2013 after completing an internship as an equity analyst at Allianz Global Investors in San Francisco, where I conducted quantitative and fundamental research and valuation on selected financial services companies. I have an MBA in Capital Markets from the University of Alaska, Fairbanks and a Bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia. I have lived and studied in three countries and have traveled to several more. This experience taught me to look at things from different perspectives. My mission is to promote systemic thinking for sustainability within business and investment decision making. I would love to expand my professional network and especially meet people who share my views. Please reach out to me via email [email protected] or phone 907-978-0321.

Peter Gioello

Associate, Cahill Gordon & Reindel

Peter Gioello is an associate in the New York office of Cahill Gordon and Reindel LLP where he primarily focuses his practice on environmental law with an emphasis on matters relating to mergers and acquisitions, financing transactions, and debt and equity offerings. Peter regularly advises clients in a variety of areas including: EHS compliance and litigation matters, site investigation and clean-up, SEC disclosure, sustainability strategy and reporting, climate change regulation, government enforcement and administrative proceedings, worker health and safety matters, auditing, supply chain risk, real estate development projects, and due diligence with respect to financing, M&A and other corporate matters.  Peter’s experience includes the evaluation of risks and liabilities involving entities in a variety of industries including utilities, oil and gas, energy, manufacturing, pharmaceutical, chemicals, transportation, hospitality, food and agriculture. Peter is a recognized practitioner in the Environment: Mostly Transactional category by Chambers USA. He serves on Cahill’s Green and Wellness Committee and the Firm’s Diversity Committee. Peter is a council member of the American Bar Association’s Section of Environment, Energy and Resources (“ABA SEER”), serves as the liaison between ABA SEER and various LGBT organizations and serves on ABA SEER’s Diversity Committee.  Peter previously served as a Board Member of the New York City Chapter of the New York League of Conservation Voters and served a three year term as a member of the New York City Bar Association’s Environmental Law committee.

Jane Marie Petty

Director of Consulting Social Impact Investing, Wells Fargo

Petty is the director of Social Impact Investing (SII) consulting for Wells Fargo Private Bank. Ms. Petty oversees efforts to promote and educate audiences about Social Impact Investing (SII) strategies. Prior to joining the SII Team, Ms. Petty was the director of marketing for Galliard Capital Management*. Before Galliard, Ms. Petty held positions in investment marketing, product management, communications and sales support for traditional and alternative asset management firms in New York City including MetLife, Dreyfus Mutual Funds and Deutsche Bank Asset Management. Ms. Petty has been in the financial services industry since 1983. She holds the Chartered Financial Consultant (ChFC®) designation and has taken coursework regarding the Fundamentals of Sustainable and Impact Investing. She currently serves on the Board of Rebuilding Together Twin Cities in Minneapolis. Ms. Petty holds a Bachelor of Arts degree from Mount Holyoke College where she graduated magna cum laude and Phi Beta Kappa.

Dominic Swain

Research Fellow for Center for Positive Marketing, Fordham University and Executive Officer, SILC Club Committee

Dominic Swain is a 2019 MBA Candidate at Fordham University’s Gabelli School of Business with concentrations in both Marketing and Global Sustainability. Mr. Swain has extensive experience in digital marketing strategy, event planning, and human-capital program development with non-profit, social enterprise, and public sector organizations in Washington D.C. and New York City. Mr. Swain’s work with the SILC organization is driven largely by a goal to help make sustainable principles intuitive for every ambitious business leader.

Michelle Doran

Regional Director at Dorsey & Whitney LLP

Michelle Doran is a law firm executive and professional with over 20 years of experience leading organizations.  She is passionate about talent management and was awarded the 2018 Diversity and Inclusion Award for leading the staff within the Diversity Committee at Dorsey & Whitney, LLP.  While her strengths are in emotional intelligence, people management, operations, and profitability, she prides herself on the ability to continually grow as a human; trying to understand her biases and those of others.
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Global Leader, Social Impact

Patsy Doerr

Patsy Doerr is an experienced speaker, columnist, thought leader and award-winning expert in the field of Social Impact, with expertise in corporate social responsibility, diversity and inclusion and sustainability. Her work in these areas has been featured by a number of publications and conferences including Forbes, The Hill, The Muse, Milken Institute and Sustainable Brands.

Since December 2011, Patsy has built and has been leading the corporate social responsibility, diversity and inclusion and sustainability functions at Thomson Reuters globally, which spanned more than 100 countries and 45,000 employees. In 2017, she successfully launched the ESG Institute, a cutting-edge resource and support center tasked with building awareness and understanding around Social Impact issues and metrics. Patsy’s impact and success is rooted in more than 25 years of experience building and leading functions for organizations including Credit Suisse, Deutsche Bank and JPMorgan Chase.

Additionally, Patsy serves on several board and committees that align with both her business and personal passions, including All In Together, Samburu Girls Foundation, Women’s World Banking and Responsible Investment Association.

Patsy holds a BS in Biology from Washington and Lee University as well as a Master of Science (summa cum laude) in Adult Learning and Organizational Development from Fordham University. She has two children and lives in Manhattan.

Managing Director, BlackRock

Michelle Edkins

I am Global Head of BlackRock’s Investment Stewardship team of 31 specialists based in five key regions internationally. I am responsible for the team’s engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. This includes engaging companies on how well they manage the significant environmental and social impacts of their businesses. In addition, I am an active participant in the public corporate governance debate and regularly speak and write on the importance of good stewardship for company performance. I am a member of BlackRock’s Global Operating, Human Capital and Government Relations Steering Committees. I am involved in a number of public and private initiatives in the field of corporate governance and stewardship.

Founder, DRIVEN Professionals

Deborah Goldstein

Deborah Goldstein is a recovering restaurateur who founded DRIVEN Professionals to assist motivated professionals in reaching their career goals without sacrificing the abundance life has to offer. DRIVEN’s programming is designed to address the pandemic of stress, to build cultures of workplace trust, to promote intentional productivity, and to empower human capital to leverage the kind of corporate emotional intelligence that will lead to an engaged workforce.

 

Deborah is an Enhanced Practitioner of Conversational Intelligence (C-IQ), and brings that body of work to individual coaching and group workshops. C-IQ gives us the power to influence our neurochemistry and the neurochemistry of those we converse with IN THE MOMENT. Resulting strengthened relationships.

 

Deborah is a member of the Forbes Coaches Council, and is a frequent contributor to Iris. She has been featured on Bloomberg Surveillance. She is also a GLG Council Member, sits on the Global Advisory Council of IMPACT Leadership 21, the NYC Leadership Council of BIAAG, and the Board of Directors at SEEK Safely.

 

Deborah rejuvenates her energy by dedicating herself to a robust exercise program and creating countless Fresh Market meals for friends and loved ones. She splits her time between NYC and Putnam Valley, NY, thriving in the stillness of her country home to contrast the intensity of NYC life. Balance is an aspiration, if not a perpetual reality for Deborah. She is grateful to manage a well-integrated life, often reminding folks that she is DRIVEN’s best student.

Professor of Accounting, Chair of the Division of Accounting, Finance, and Economics, and Director of Accreditation of Business School Programs, Houston Baptist University, and Deputy Chair of SILC Conference

Michael Kraten

Michael Kraten, PhD, CPA specializes in the development of business strategies that stimulate the generation of long term sustainable value. He maintains areas of expertise in communication techniques, corporate social responsibility, decision analysis, enterprise risk management, entrepreneurship, financial modeling, forensic analysis, sustainability, and valuation.

Dr. Kraten began his career in the assurance, advisory, and management consulting practices of Deloitte, one of the “Big Four” global accounting firms. After serving as a Management Consulting Partner in the New York headquarters office of BDO, then the sixth largest global accounting firm, he co-founded the entrepreneurial consulting practice AQPQ. The acronym refers to the academic and practitioner qualifications of the firm.

He is also a senior Professor at Houston Baptist University, where he designed and now teaches the graduate courses in entrepreneurial finance, advanced international accounting, and accounting theory, and the undergraduate course in advanced financial accounting.

In addition, Dr. Kraten serves as the Director of Accreditation for all business school programs. Furthermore, he is the Founder and Director of the Faculty Learning Community on Sustainability, and the Founding Faculty Adviser to the Student Accounting, Finance, and Economics Initiative.

Dr. Kraten previously served as an Associate Professor for eight years at Providence College in Rhode Island, where he designed and taught the graduate capstone course for public accounting students and the undergraduate interdisciplinary colloquium on sustainability. The colloquium was sponsored by the Western Civilization program; it integrated content from business and the natural sciences with content from theology, philosophy, history, and english.

He previously taught at Suffolk University in Boston, Maastricht University in the Netherlands, the University of Massachusetts, Sacred Heart University, and the University of Connecticut. He has also presented his work at Dartmouth College, Harvard Law School, Johns Hopkins University, Yale University, and other institutions.

Furthermore, Dr. Kraten founded and directed the Certified Sustainable Value Professional (CSVP) program of the Rhode Island Society of CPAs. He now develops and presents customized accounting, business planning, leadership, risk management, and sustainability seminars for the Business Learning Institute and IHRDC, a global human resources development firm in the energy industry.

These activities have enabled Dr. Kraten to deliver consulting services, courses, keynote addresses, presentations, and workshops for a wide variety of organizations around the world. His client organizations and collaborative partners have included entrepreneurial start-ups, multinational corporations, government organizations, global charities, and international universities on six continents.

Dr. Kraten has published in the Journal of Banking and Finance, the International Journal of Accounting, Research in Accounting Regulation, the CPA Journal, the Journal of Financial Planning, Accounting and the Public Interest, and other major outlets. His handbook Business Planning and Entrepreneurship: An Accounting Approach is published by Business Expert Press.

In addition, Dr. Kraten serves on committees and task forces of the American Accounting Association, and is an officer of the Public Interest Section of the Association. He is on the Editorial Advisory Board of the CPA Journal, the Planning Committee of the Sustainability Investment Leadership Council, and the Advisory Board of the Center for Professional Accounting Practices at Fordham University in New York City.

Dr. Kraten has earned a PhD in Behavioral Accounting from the University of Connecticut and a MPPM in Public and Private Management from Yale University. Previously, he earned a BBA in Public Accounting from Baruch College of the City University of New York. He is licensed as a Certified Public Accountant in the state of Connecticut.

North American Lead, International Integrated Reporting Council

Robert Laux

Bob’s focus in this role is ensuring the promotion, adoption and support for Integrated Reporting <IR> in the North America region – and specifically as a priority, the USA – encompassing awareness-raising, advocacy, focused engagement and providing oversight and support on all IIRC region-specific activities.

Bob previously led the Treasury Controller Group at Microsoft Corporation.  The Treasury Controller Group is responsible for the accounting and disclosure for Microsoft’s $100 billion Treasury Portfolio.  The Treasury Controller Group is also responsible for the accounting and disclosure for taxes, stock-based compensation, and acquisitions and divestitures.  Prior to joining Microsoft in 2000, Bob was an Industry Fellow at the Financial Accounting Standards Board (FASB) where he was responsible for coordinating the activities of the Emerging Issues Task Force.  Prior to joining the FASB, Bob spent eight years at General Motors.

Partner, Ropes & Gray LLP

Michael Littenberg

Michael R. Littenberg has more than 25 years of experience representing U.S. and foreign public and private companies, investment banks, private equity funds and other private investment funds in transactional matters, including securities offerings and mergers and acquisitions. His clients range from large well-known institutions to growing companies across every major industry.

Michael’s transactional capital markets experience covers a wide range of products, including equity and equity-linked securities, investment grade and non-investment grade debt, and SPACs, BDCs and other permanent capital vehicles, through SEC registered, Regulation D, Rule 144A and Regulation S offerings (including registered direct offerings and PIPEs).

Michael’s M&A experience includes representing strategic and financial buyers and sellers, special committees and financial advisors in connection with U.S. and cross-border transactions involving public and private companies.

A significant part of Michael’s practice involves counselling U.S. public companies and foreign private issuers and their boards, board committees, special committees, executive officers and investors in connection with ongoing compliance under the U.S. securities laws, including Dodd-Frank, Sarbanes-Oxley and the JOBS Act, exchange requirements and governance and executive compensation matters.

Michael also advises a significant number of leading companies on supply chain compliance (including the SEC’s Conflict Minerals Rule), responsible sourcing and corporate social responsibility, and is widely viewed as a leading practitioner in this area.

Michael is a frequent speaker at conferences and seminars, has authored numerous articles, and is frequently quoted as an expert in the business and specialty press, on topics pertaining to his areas of focus. He is listed in Who’s Who in Securities Law and, for multiple years, has been listed in New York Super Lawyers for securities and corporate finance and as one of the top 100 lawyers in the New York metro area.

CEO, Association of International Certified Professional Accountants; President & CEO at American Institute of CPAs

Barry C. Melancon

Barry C. Melancon is the President and Chief Executive Officer at the American Institute of CPAs (AICPA), the national professional association of CPAs, with more than 412,000 members worldwide. As head of the largest body of CPAs in the world, Melancon is called upon to represent the Institute with state, national and international organizations and is sought after by key opinion leaders for his expertise. Under Melancon, the Institute has spearheaded a number of initiatives designed to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs. Also under Barry’s leadership the AICPA and the Chartered Institute of Management Accountants (CIMA) developed a joint venture to establish the Chartered Global Management Accountant (CGMA) designation to elevate management accounting globally. More than 150,000 management accountants now hold the CGMA designation worldwide. Melancon also serves as the CEO and a board member of the Joint Venture, the Association of International Certified Professional Accountants, which oversees all CGMA activities internationally.

Partner, Deloitte & Touche LLP

Kristen Sullivan

Kristen Sullivan is a partner and leads Deloitte & Touche LLP and Deloitte Touche Tohmatsu Limited’s (DTTL) Sustainability Reporting, Assurance and Compliance 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 reporting and assurance, focused on social impact. Kristen leads Deloitte’s efforts around social impact measurement and reporting, specifically focused on Deloitte’s services in support of the Global Impact Investing Rating System (GIIRS).
Kristen also leads Deloitte’s Conflict Minerals Advisory and Assurance Services. She brings specialized insights to this regulatory reporting requirement from her previous area of focus on Regulatory & Public Policy Matters for Deloitte, recognizing the broader policy as well as the compliance implications of this issue from a corporate brand and reputation standpoint.
Kristen serves as a member of the Global Reporting Initiative (GRI) North America Advisory Council, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Global Initiative for Sustainability Ratings (GISR) Technical Review Committee, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as a member of the AICPA Conflict Minerals and Sustainability Task Forces. 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 disclosure and assurance.
Kristen has over 19 years of experience with Deloitte. Kristen is a CPA, CGMA and is GRI certified. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters.
Kristen serves as a member of the Eureka College Board of Trustees, the Global Social Venture Competition Advisory Board of the UC Berkeley’s Haas School of Business, the Financial Women’s Association and the Junior League of Stamford-Norwalk.

Partner-in-Charge of Financial Services and Director of Family Office Investments, PKF O’Connor Davies LLP

Marc L. Rinaldi

Marc Rinaldi is the Partner-in-Charge of PKF O’Connor Davies, LLP Financial Services and CEO of O’Connor Davies Administration, LLC. He has over 30 years of industry experience and is a leader in the fields of investment, entity, partnership and alternative investment accounting, ASU 820 valuation, risk management and international investment banking and proprietary trading. His clients include family offices, private foundations, endowments and private equity, hedge and venture capital funds. Marc also provides investment consulting to clients on investor due diligence, socially responsible investing, risk-based compliance management and performance reporting. Marc is a member of the Managed Funds Association and Global Association of Risk Professionals. He also serves on the New York State Society Investment Companies, Investment Management and Private Equity Committees. Marc recently presented on the impact of socially responsible investing on family office and private foundation investors at the firm’s annual Private Foundation Symposium and at a EY Global Hedge Fund Symposium in Amsterdam.

Conference Chair, Co-founder, SILC

Vice President

Sarah Tomolonius

Sarah is the Conference Chair, Co-Founder, SILC.  Sarah serves as President on the Board of HeARTs Speak, on the Young Executive Board of iMentor, on the Executive Council of the Alumni Council at the School of International and Public Affairs (SIPA) at Columbia University and as Chair of the Sustainability Committee and on the Management Committee of the New York Alternative Investment Roundtable. Sarah received her BA in English from Vassar College and her MPA from SIPA at Columbia University, where she received a fellowship for International Finance and Policy.

President, SILC Club

Jeffrey Yin

Jeffrey Yin is the President of the SILC Club. Prior, Yin has served as General joined XO Group with nearly 20 years of experience advising a diverse portfolio of businesses ranging from emerging growth startups to large public companies. He has also served as General Counsel of The Alberleen Group and Chief Compliance Officer and General Counsel of Medallion Financial Corp. Yin’s law firm experience includes Orrick, Herrington & Sutcliffe LLP and Brobeck, Phleger & Harrison LLP, in the business and technology groups. Yin received a B.A. in Economics and Rhetoric from the University of California at Berkeley and a J.D. from the New York University School of Law.

Senior Associate, Investments, ImpactAssets and Executive Officer, SILC Club Committee

Erin O’Brien

Erin O’Brien serves as Vice President and Marketing Officer of the SILC Club.

Erin works alongside Feona to drive the organization’s marketing and communications efforts and assists the Events Team in planning and executing the Club’s monthly programming. Erin is also an Associate at The Alberleen Group where she conducts due diligence and financial analysis for mergers and acquisitions, capital raises, and IPO engagements across a variety of sectors with a focus on impact investing.

Erin graduated from the University of Connecticut with a Bachelor of Arts in Economics and minors in Business Fundamentals
and English Literature.

MBA Candidate, New York University and Executive Officer, SILC Club Committee

Feona Castro

Feona Castro serves as an Executive Officer at the SILC Club. She is currently an MBA candidate at the New York University Stern School of Business, where she is specializing in the areas of Finance and Sustainable Business.

Previously she served as Director of Communications at the Community Development Venture Capital Alliance (CDVCA), a 501 (c)(3) network of impact investing funds in the US. During her tenure in CDVCA, she spearheaded the organization’s marketing and communications efforts and conducted investment analysis and managed transactional activity on CDVCA’s Central Fund and New Markets Tax Credit investments.

She has also played an active part in the development of the social enterprise sector in the Philippines. In 2014, she co-founded an internationally recognized social enterprise, which aims to revolutionize relief operations management in disaster-stricken areas. `Ms. Castro holds an undergraduate degree in Business Management from Ateneo de Manila University, Philippines.

Director, Head of ESG Strategy at Silver Regulatory Associates LLC and Executive Officer, SILC Club Committee

Trysha Daskam

Trysha Daskam is Head of ESG Strategy at Silver Regulatory Associates, a New York-based consulting firm that specializes in compliance for the investment industry.  Trysha develops and manages ESG strategy for Silver clients, including the development/implementation of sustainable ESG policies, procedures and internal reporting processes and conducting and overseeing ESG due diligence. Prior to joining Silver Regulatory Associates in 2018, Trysha was a Vice President for U.S. Compliance Consulting at Duff&Phelps. The development of Trysha’s current ESG practice began at Duff & Phelps, where she was a global point person addressing ESG issues and completing ESG projects for a wide base of clients in different sectors. Trysha was previously an associate at Universal Investments, L.P., where she was part of the team managing the firm’s business operations and involved in both mock and actual SEC exams. Trysha received a Bachelor of Science in Biological Sciences from the University of Denver and a Masters of Public Health from The George Washington University where she dually concentrated on international economics and global health policy.

CEO and Founder, Serval Ventures

June W. Choi

June W Choi is the CEO and Founder of Serval Ventures, an emerging tech venture builder, investor, and innovation partner in emerging tech. Serval focuses on applying emerging tech (AI, data, blockchain, mixed reality) to build and grow transformative tech products and
startups globally. Serval’s work centers around our own venture building and investing with our proprietary Innovation Roadmap (idea to series A in 2 years) and coaching frameworks, and as an innovation partner with corporations and investors. Serval Ventures launched in 2015 based out of New York City, and had their first exit 2.5 years after launching a founder from idea. June is a master mentor, startup advisor, entrepreneurship teacher, investor, executive coach, super-connector, systems & innovation strategist consultant, experienced executive, speaker, and complex systems and 4D thinker. She is also a board director of Alpha’a, a crowd-curated arts for purpose platform connecting emerging artists with collectors.

Before launching Serval, June ran a strategy consulting firm working on issues such as strategic planning, board development, financial and operational systems, and processes, cultural/diversity/inclusion issues, succession planning, fundraising, and investment planning.
June also has broad experience in nonprofit and philanthropy, extensive speaking experience, and served on numerous panels, committees, and boards.

CEO and Founder, CapWay

Sheena Allen

Sheena Allen was born in Terry, MS and is a graduate of the University of Southern Mississippi where she received a dual degree in Psychology (B.S.) and Film (B.A.). In 2011, Sheena started her first company, Sheena Allen Apps, and bootstrapped the media tech company to millions of downloads. While visiting her hometown in Mississippi in late 2015, Sheena took notice of how people in her community were still very much into using predatory financial services, such as payday lenders. This led her to start her second startup, CapWay. CapWay is a neo-bank that also includes financial education and gamified micro-lending for those who do not fit into the traditional banking system.
In late 2016, Sheena made her premiere in She Started It, a documentary film that follows five women around on their startup journey. In early 2017, she released her first print book, The Starting Guide, a three-part book that talks about her journey, a guide for those interested in app development but not sure where to start, and business 101 tips. The response from The Starting Guide led Sheena to start App It Out, an interactive workbook and curriculum around simplifying app ideas and app development. Sheena has traveled around the world and spoke on subjects such as owning a successful tech company as a non-technical founder and inclusion in tech. She has been featured in various publications, including Black Enterprise and EBONY Magazine. Sheena is a 2018 Business Insider Under 30 Innovator and part of the Forbes 30 Under 30 2019 class.

Counsel, Latham & Watkins

Sara Orr

Sara Orr, counsel in Latham & Watkins LLP’s Environment, Land & Natural Resources Department, advises clients on a range of environmental and sustainability issues. Ms. Orr works with financial institutions, private equity firms, and corporate clients to assess and manage environmental risks. She regularly advises clients on environmental issues in corporate and transactional matters in the oil & gas, power & renewable energy, petrochemical, metals & mining, manufacturing, and real estate sectors. She also represents both sponsors and lenders in connection with financing and developing major projects, and has particular experience with international environmental and social sustainability standards, including the Equator Principles.

Vice President and Assistant General Counsel — Chief EHS Compliance Counsel, Pfizer Inc.

Michael Mahoney

Michael Mahoney joined Pfizer in 1988. He is currently Vice President and Assistant General Counsel and Pfizer’s Chief Environment, Health, and Safety (EHS) Compliance Counsel.  Prior to this, from 2007 until 2014, Michael was the Chief EHS Counsel for the Company and led a group of five EHS attorneys.  In 2008 Michael successfully developed the business case for Pfizer’s Environmental Sustainability Program and led the program from 2009 until 2010.   In his current position, he is responsible for EHS compliance oversight and support to Pfizer operations globally. Michael is a member of Pfizer’s Environmental Sustainability Steering Council and, in that role, provides strategic advice on the program’s direction and objectives.

 

He was responsible for developing the business case and launching Pfizer’s Climate Change and Energy Program in 2000 and has continued to be involved in its development. Prior to joining Pfizer’s Legal Division, Michael worked as an environmental engineer in the company’s Global Engineering Group and led a number of important technical programs and projects.

 

He serves as Board member for the Environmental Law Institute and is the former Chair of the Environmental Law Committee of the NYC Bar Association. He also served two terms as chair of PhRMA’s Air Work Group and successfully led PhRMA’s legal challenge of USEPA’s rules for the control of hazardous air pollutants from pharmaceutical manufacturing operations. Michael earned his J.D. from Fordham University. He also has an M.S. in environmental engineering and a B.S. in biology, both from Manhattan College.

VP, Institutional and Security Technology, Morgan Stanley

Ivana Estrada

SVP and Chief Financial Officer, Con Edison

Robert Hogland

Mr. Hoglund is currently Senior Vice President and Chief Financial Officer.

Mr. Hoglund joined Consolidated Edison in April 2004. He was previously employed from 1997 to 2004 at Citigroup and predecessor firms where he was a Managing Director in the mergers & acquisitions group and managed the firm’s investment banking coverage of North American utilities. Mr. Hoglund previously worked at Merrill Lynch, the former Barr Devlin, and at Morgan Stanley. He holds a Bachelor’s Degree in English, a Master’s Degree in Business Administration and a Juris Doctor, each from the University of Virginia.

Mr. Hoglund is a Vice Chairman of the Board of Directors of The Chamber Music Society of Lincoln Center, and Chair of the Audit Committee of each of the Board of the Orchestra of St. Luke’s and the Citizens Budget Commission.

He and his wife reside in Manhattan. They have three sons, two of which are in college.

 

CEO, 100 Women in Finance

Amanda Pullinger

Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance (previously 100 Women in Hedge Funds). She leads a small staff team and manages over 500 volunteer practitioners globally, overseeing the operations of the organization, which now has over 15,000 members in 23 locations.

 

Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds.

 

Ms. Pullinger is a Non-Executive Director of FlyPlymouth, based in Plymouth, UK. She is currently on the Boards of the HALO Trust (USA), the American Friends of The National Portrait Gallery (London) Foundation and serves as a Director on the Oxford University Alumni Board. She is also Vice Chair of the Women’s Network Forum and Vice President of The Brasenose Society. Previously, she served as Chairman of the Board of The HALO Trust (www.halotrust.org) and on the Boards of SkillForce, NYU Cancer Institute and Girls’ Prep, and was on the founding Board of 100 Women in Finance, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts.

 

Ms. Pullinger graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.

Retired, Chairman & CEO, American Express

Harvey Golub

Mr. Harvey Golub is a Partner of GRS Partners. Mr. Golub served as the Chairman and Chief Executive Officer of American Express Company from 1993 to 2001 and possessed a tremendous amount of global experience in strategy and international operations management.

He joined American Express Company in 1984 as the President and Chief Executive Officer of IDS Financial Services, now American Express Financial Advisors. Prior to joining IDS, Mr. Golub was a Senior Partner of McKinsey & Company, Inc. He was a Treasurer of Lincoln Center for the Performing Arts, Inc. He served as Senior Advisor of Lazard Frères & Co. LLC. He serves as Chairman of Hudsonfield LLC. He has been the Chairman of the Board of Advisors of Miller Buckfire & Co. LLC since October 2011 and serves as a Member of Board of Advisors since 2004. Mr. Golub serves as an Executive Chairman of Ripplewood Investments L.L.C. and Ripplewood Advisors L.L.C. He served as Chairman of Trusted Media Brands, Inc. from March 2007 to August 16, 2009. He served as Chairman of Airclic Inc.

He served as the Chairman of TH Lee Putnam Ventures since September 19, 2001. He served as the Chairman of Sentient Jet, LLC. He served as Non-Executive Chairman of the Board of American International Group, Inc. (AIG) from August 10, 2009 to July 14, 2010. He served as the Chairman of the Board of Directors of American National Group Inc. He served as Non-Executive Chairman of The Reader’s Digest Association. He served as Chairman of Sitel Worldwide Corporation since September 19, 2001. He served as the Chairman of The Reader’s Digest Association Inc., and Campbell Soup Company since November 19, 2004. He serves as Director of Hudsonfield LLC, Dynasty Financial Partners LLC and Powersite LLC. He serves as Director of Manhattan Institute for Policy Research and NewYork-Presbyterian Hospital. He serves as a Member of Advisory Board of Marblegate Asset Management LLC.

He serves on the Boards of The American Enterprise Institute for Public Policy Research, Dow Jones & Co., the American Enterprise Institute, the New York City Partnership and Chamber of Commerce and the United Way of New York City. He serves as a Director Emeritus of Lincoln Center for the Performing Arts Inc., and served as its Director. He served as a Director of Dow Jones & Company Inc. since 1997 and American International Group, Inc. (AIG) from May 2009 to July 14, 2010. Mr. Golub served as a Member of International Advisory Council of CGI Group Inc. since February 13, 2004. He served as a Director of Warnaco Group Inc. and RHJI International. He served as a Non-Executive Director at The Reader’s Digest Association Inc.

He served as a Director of Hess Corporation from May 2013 to May 04, 2016. Mr. Golub served as a Director of Campbell Soup Company from 1996 to November 17, 2011. He served as a Director of Warnaco Group Inc., BHF Kleinwort Benson Group SA and RHJ International S.A since September 20, 2006. He served as a Director of The New York and Presbyterian Hospital. He also serves on Jupiter Medical Center’s finance and planning committees and is chairman of the Maltz Jupiter Theatre endowment board. Mr. Golub attended Cornell University from 1956 to 1958 and received a B.S. degree from New York University in 1961.

CO-FOUNDER AND CEO, CULTURINTEL & CIEN+

Lili Gil Valletta

Lili is a recognized cultural intelligence™ expert, World Economic Forum Young Global Leader and an award-winning entrepreneur. She came to the U.S. at the age of 17 without speaking

English, leaving her entire family behind in Colombia, and managed to become a recognized corporate executive turned entrepreneur. After a successful corporate career including a 10-year tenure at Johnson & Johnson, where she pioneered various

diversity strategies and co-founded the Hispanic business resource group “HOLA”, Lili co-founded CIEN+ and CulturIntel. Her firm, based in New York City with offices throughout the U.S. and Latin America, offers big-data analytics, business consulting and marketing strategies for companies to successfully turn cultural trends into innovation and profits. Her proprietary methodologies of Cultural Intelligence™ and ability to use big data, machine learning and A.I. tools to discover cultural insights globally, have been presented and featured by The United Nations, The World Economic Forum, Harvard University, among others.

 

She is a regular TV commentator seen on Fox News, Fox Business and CNN en Español, and has been featured by Forbes, CNN Money, The Huffington Post, The NY Daily News, MM&M, among others. She is also the recipient of many recognitions including being selected as the 2018 Hispanic Businessperson of the Year by the U.S. Hispanic Chamber of Commerce, Listed in the 2018 Power Women 100 as one of  the most powerful women in New York, 2018 Women of Excellence Award, Top 50 Healthcare Influencers by PRWeek, among others. Lili is an advocate to minority and women-owned businesses contributing to initiatives at The United Nations, The World Economic Forum, The White House and around the world. Lili serves as a board member of the Harvard Women’s Leadership Board, National Board of Directors of the YMCA USA and mentor to the Stanford Latino Entrepreneur Leaders Program. In 2017 she was appointed by Governor Cuomo to join the New York State Council on Women and Girls and Mayor Bill de Blasio to join the NYCx Technology Leadership Council. Lili is also the creator of the entrepreneurship platform Dreamers Ventures designed to empower minorities and women in the U.S. and Latin America. She holds a degree in Business Administration from Southwestern Adventist University, completed foreign studies at Deakin University in Melbourne, Australia and holds an M.B.A. from the University of Colorado and an executive degree from the Harvard Kennedy School in Global Leadership and Public Policy. She lives in New York with her husband Chris Valletta and her two sons.

 

Twitter: twitter.com/Liligil

Instagram: @liligilusa

LinkedIn: http://www.linkedin.com/in/liligil

Company: www.cien.plus www.culturintel.com

Media Appearances: www.YouTube/liligil

Personal Page: www.lilianagil.com

President, i(x) investments

Christine Harada

Christine is a seasoned executive, with significant experience in advisory and business operations. She has senior executive leadership experience with government agencies and professional services firms.

Most recently, she served as the Chief Sustainability Officer of the United States for the Obama Administration. In this role, Christine provided oversight for all sustainability-related initiatives across the Federal government in energy, fleet, and acquisitions, overseeing game-changing improvements that added to our nation’s clean energy future.

Previously, she served as the acting Chief of Staff for the U.S. General Services Administration; and also as the Associate Administrator for the Office of Government-wide Policy and Chief Acquisition Officer. In this role, she helped provide government-wide policies and guidance to enable the sustainable and efficient use of assets, effective acquisition leadership, and sound identity & information management.

Prior to joining the government, she was a management consultant to Fortune 500 and public sector clients to tackle their most pressing challenges. Christine has extensive expertise in business strategy and translating that into operational excellence.

Consultant, Relative Solutions

Rebecca A. Meyer

Rebecca provides families and their trusted advisors with a thoughtful process to align their family enterprise governance, philanthropy and wealth structures with their values. Trained at the Bowen Center for the Study of the Family, she has more than 20 years’ experience as a respected investment professional.

Through her work, she creates a collaboration that invites families to fulfill their highest purpose as she guides them to reinvigorate their governance and learning practices and re-evaluate their wealth structures. This approach infuses meaning into the family’s decision making so they can successfully navigate multigenerational transitions and create lasting social impact.

Prior to joining Relative Solutions, Rebecca spent 15 years in the Family Office industry, most recently as a senior leader at Pitcairn. Rebecca recently completed a consulting engagement with the Center for High Impact Philanthropy at the University of Pennsylvania, researching and writing The XX Factor Guidebook: How to Align Financial Investments to Improve the Lives of Women & Girls.

Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She is a 21/64 Certified Advisor with expertise in multigenerational issues.

Senior Director, Analyst, Gartner's Supply Chain Research Group

Pam Fitzpatrick

Pam Fitzpatrick is a Senior Director, Analyst with Gartner’s Supply Chain Research group. Ms. Fitzpatrick’s research coverage includes corporate social responsibility (CSR), sustainability and circular economy strategies in the traditional supply chain management functions of planning, sourcing, manufacturing and logistics. She tracks the impacts of ESG investing trends and social and environmental responsibility issues on supply chain management. Her research focuses on addressing these challenges through supply chain strategy, governance and performance measurement programs.

Chair, ABA Day in Washington Planning Committee, Vice President of The World Justice Project, Litigation Practice Group Manager, Debevoise & Plimpton LLP

Deborah Enix-Ross

Deborah is Senior Adviser to the International Dispute Resolution Group at Debevoise & Plimpton in New York City. She has been a member of the ABA House of Delegates since 2010; she served as a minority and women member-at-large; vice-chair of House Committee on Credentials and Admissions; and a member of the Commission on Governance. She has Chaired the Africa Law Initiative Council for Rule of Law Initiative. She chaired the ABA Center for Human Rights and the Center’s Business and Human Rights Project. She chaired the Section of International Law in 2006-07, and also served on the section council.

She co-founded the International Law section’s Women’s Interest Network, and was instrumental in creating the Women’s Interest Group at the International Bar Association. She is past chair of the ABA Section Officers Conference (2007-09). She is a member of the New York Law School Alternative Dispute Resolution Skills Program Advisory Committee and is Vice President of the World Justice Project.

Board of Directors, Impact Capital Forum

John Meyers

John Meyers is Managing Principal, GSG Networks, a consulting group providing services to international NGOs, businesses, and development organizations in the areas of impact investing, blended finance and international development. Most he recently he supported the new Private Sector Strategy development for the UN International Fund for Agricultural Development (IFAD).

Previously, John served for six years as Executive Director, Swisscontact North America, and Managing Director – North America for Swisscontact, a Swiss NGO supporting private sector development in 35 countries. Prior to that he was Director, Global Programs and Sector Innovation and Senior Advisor, Business Development/Social Investing at Aid to Artisans (ATA) In these positions, he secured financing for impact investing and access to finance projects in agricultural (Peru, quinoa; El Salvador, honey) and artisan/handcraft supply chains.

Over the past year, John has spoken on panels at the UN High-Level Political Forum and UN Commission on Social Development Side Events on impact investing and fashion supply chains. He has also been a speaker at Opportunity Collaboration (Financing Smallholders), Concordia Annual Summit (Innovative Finance), and Kota Alliance (Impact Investing in Women).

John is President, Board of Directors, Impact Capital Forum, among the largest individual member networks in the impact/microfinance sector in the US, and serves on the Boards of Creative Learning and the Community Foundation for St. Vincent and the Grenadines (Executive Committee).

John received his B.A. in International Relations from The American University of Paris; MLS from Rutgers University School of Communication & Information; and M.A. in History from Columbia University.

Principal, S&C Consultants North America

Christopher Haasen

Christopher is a Principal at S&C North America, a management consulting firm focused on sustainability and ESG. He has offered support to clients across sectors on sustainability projects pertaining to goals & metrics, responsible procurement, and reporting. Most recently, he has worked with one of the world’s largest meatpackers to identify sustainability opportunities along the value chain, and develop a sustainability strategy. Before coming to New York, he spent more than five years in Germany with Schlange & Co, S&C’s parent company, where he developed and piloted guidance on responsible sourcing for members of the chemical industry association. Previously, he worked at the DHL Innovation Center and DHL Consulting, the group’s internal top management consultancy. He holds a M.Sc. in Environmental Policy (with distinction) from the University of Oxford, UK.

Partner, Grant Thornton

Kunjan Mehta

Financial Services partner with broad experience in all aspects of accounting, auditing and financial management. Direct experience with Hedge Funds, Broker Dealers and Private Equity Firms. Interested in learning more about the industry as well as becoming an expert on technical issues in International as well as US accounting.

Specialties: Financial Services, Hedge Funds, Private Equity, Asset Management

Sector Analyst, Consumer Goods, SASB

Taylor Reed

Sector Analyst, Financials, SASB

Anton Gorodniuk

I am young and ambitious research analyst who believes that a company’s performance on environmental, social, and governance (ESG) issues can be measured and analyzed within a traditional framework of a fundamental analysis. At my current position with the Sustainability Accounting Standards Board (SASB) I lead research and standards development for the Financials sector. This involves keeping abreast of regulatory developments and emerging trends in the sector, as well as maintaining strong relationships with corporate issuers, investors, and other stakeholders that inform the content of SASB standards. I also contribute to standards development by spearheading various projects that involve quantitative data analysis.

I joined SASB in 2013 after completing an internship as an equity analyst at Allianz Global Investors in San Francisco, where I conducted quantitative and fundamental research and valuation on selected financial services companies. I have an MBA in Capital Markets from the University of Alaska, Fairbanks and a Bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia.

I have lived and studied in three countries and have traveled to several more. This experience taught me to look at things from different perspectives. My mission is to promote systemic thinking for sustainability within business and investment decision making.

I would love to expand my professional network and especially meet people who share my views. Please reach out to me via email [email protected] or phone 907-978-0321.

Associate, Cahill Gordon & Reindel

Peter Gioello

Peter Gioello is an associate in the New York office of Cahill Gordon and Reindel LLP where he primarily focuses his practice on environmental law with an emphasis on matters relating to mergers and acquisitions, financing transactions, and debt and equity offerings.

Peter regularly advises clients in a variety of areas including: EHS compliance and litigation matters, site investigation and clean-up, SEC disclosure, sustainability strategy and reporting, climate change regulation, government enforcement and administrative proceedings, worker health and safety matters, auditing, supply chain risk, real estate development projects, and due diligence with respect to financing, M&A and other corporate matters.  Peter’s experience includes the evaluation of risks and liabilities involving entities in a variety of industries including utilities, oil and gas, energy, manufacturing, pharmaceutical, chemicals, transportation, hospitality, food and agriculture.

Peter is a recognized practitioner in the Environment: Mostly Transactional category by Chambers USA. He serves on Cahill’s Green and Wellness Committee and the Firm’s Diversity Committee.

Peter is a council member of the American Bar Association’s Section of Environment, Energy and Resources (“ABA SEER”), serves as the liaison between ABA SEER and various LGBT organizations and serves on ABA SEER’s Diversity Committee.  Peter previously served as a Board Member of the New York City Chapter of the New York League of Conservation Voters and served a three year term as a member of the New York City Bar Association’s Environmental Law committee.

Director of Consulting Social Impact Investing, Wells Fargo

Jane Marie Petty

Petty is the director of Social Impact Investing (SII) consulting for Wells Fargo Private Bank. Ms. Petty oversees efforts to promote and educate audiences about Social Impact Investing (SII) strategies. Prior to joining the SII Team, Ms. Petty was the director of marketing for Galliard Capital Management*. Before Galliard, Ms. Petty held positions in investment marketing, product management, communications and sales support for traditional and alternative asset management firms in New York City including MetLife, Dreyfus Mutual Funds and Deutsche Bank Asset Management. Ms. Petty has been in the financial services industry since 1983. She holds the Chartered Financial Consultant (ChFC®) designation and has taken coursework regarding the Fundamentals of Sustainable and Impact Investing. She currently serves on the Board of Rebuilding Together Twin Cities in Minneapolis.
Ms. Petty holds a Bachelor of Arts degree from Mount Holyoke College where she graduated magna cum laude and Phi Beta Kappa.

Research Fellow for Center for Positive Marketing, Fordham University and Executive Officer, SILC Club Committee

Dominic Swain

Dominic Swain is a 2019 MBA Candidate at Fordham University’s Gabelli School of Business with concentrations in both Marketing and Global Sustainability.

Mr. Swain has extensive experience in digital marketing strategy, event planning, and human-capital program development with non-profit, social enterprise, and public sector organizations in Washington D.C. and New York City.

Mr. Swain’s work with the SILC organization is driven largely by a goal to help make sustainable principles intuitive for every ambitious business leader.

Regional Director at Dorsey & Whitney LLP

Michelle Doran

Michelle Doran is a law firm executive and professional with over 20 years of experience leading organizations.  She is passionate about talent management and was awarded the 2018 Diversity and Inclusion Award for leading the staff within the Diversity Committee at Dorsey & Whitney, LLP.  While her strengths are in emotional intelligence, people management, operations, and profitability, she prides herself on the ability to continually grow as a human; trying to understand her biases and those of others.