Sustainability Investment Leadership Conference

New York

May 14th, 2020

Business Strategy and Risk in the Pandemic Era

Please contact Dr. Michael Kraten (mailto:[email protected]savethebluefrog.com) for information

Success and Risk Management Strategies for the Pandemic Era

Marc L. Rinaldi

Marc Rinaldi is the Partner-in-Charge of PKF O’Connor Davies, LLP Financial Services; Director of Family Office Investments; and CEO of O’Connor Davies Administration, LLC. He is also Senior Managing Director of PKF Funds and Family Office, which includes PKF member firms in London, Scotland and Dublin. He has over 30 years of industry experience and is a leader in the fields of sustainable investing, alternative investment accounting, reporting and valuation, due diligence and investment and portfolio performance and risk reporting. His clients include family offices, private foundations, endowments, and private equity, hedge, venture capital, infrastructure and real estate funds; and broker-dealers. Marc creatively combines alternative investment, private fund and family office global technology and accounting and reporting solutions and systems to help streamline operations and improve timely and accurate reporting.

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Michael Kraten

Michael Kraten, PhD, CPA specializes in the analysis of business opportunities and risks with complex factors and highly uncertain outcomes.
His academic and practitioner qualifications are necessary because complex business challenges often require the implementation of advanced planning, modeling, and testing functions. Dr. Kraten selects and customizes the paradigms, frameworks, and processes that are developed in academic institutions, and applies them in practical settings.

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Michael R. Littenberg

Michael R. Littenberg has more than 30 years of experience representing U.S. and foreign public and private companies, investment banks, private equity funds and other managers in transactional matters, including securities offerings and mergers and acquisitions, and ongoing compliance. His clients range from large well-known institutions to growing companies across every major industry.

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Paul Sobel

Paul J. Sobel, CIA, CRMA, QIAL, is Vice President/Chief Audit Executive for Georgia-Pacific, LLC, a privately-owned forest and consumer products company based in Atlanta, GA. He previously served as the CAE for three public companies: Mirant Corporation, an energy company based in Atlanta, GA.; Aquila, Inc., an energy company based in Kansas City, MO.; and Harcourt General’s publishing operations based in Orlando, FL.

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Sustainability Investing in the Pandemic Era: Capital Allocation Issues

Erika Karp

Erika Karp is Founder and CEO of Cornerstone Capital Inc. Cornerstone was created to catalyze the flow of capital toward a more regenerative and inclusive global economy. The firm seeks to optimize investment performance together with social impact through rigorous research that systematically integrates Environmental, Social and Governance (ESG) factors into portfolio design. In seeking positive societal impact at scale, Cornerstone offers investment advisory and capital markets advisory services, underpinned by rigorous research.

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Michael Kraten

Michael Kraten, PhD, CPA specializes in the analysis of business opportunities and risks with complex factors and highly uncertain outcomes.
His academic and practitioner qualifications are necessary because complex business challenges often require the implementation of advanced planning, modeling, and testing functions. Dr. Kraten selects and customizes the paradigms, frameworks, and processes that are developed in academic institutions, and applies them in practical settings.

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How To Maintain A Healthy Portfolio During Covid

Martin Whittaker

Martin Whittaker is the founding CEO of JUST Capital. JUST is a nonprofit dedicated to equipping the market with the data, tools, and insights to deliver on the promise of stakeholder capitalism and an economy that works for all Americans.

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Valerie Grant

Valerie Grant is a Senior Vice President and Senior Portfolio Manager at AllianceBernstein, where she co-manages Responsible US Equities, a large-cap US equities portfolio that invests in companies that are performing well or improving in the dimension of corporate social responsibility while generating attractive risk-adjusted returns.

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