If you are interested in contributing to the Sustainable Investment Forum North America 2020 agenda as a speaker or panellist, get in touch with us at email@example.com
Managing Director, Global Head of Sustainable Finance
Andrew has over 30 years of experience as a global risk and finance specialist and was recently appointed to lead a new cross sector global team to develop and expand Fitch’s analysis of ESG and sustainable finance. Andrew is responsible for developing Fitch’s sustainable finance strategy, both within the ratings business and across the broader Fitch group, by determining investor and banker needs, and driving the development of new teams to provide products and services for this rapidly growing area. Initially the sustainable finance team is based in London, New York and Beijing, but will expand in size, scope and location dependent on identified constituent needs.
Andrew has held several senior management roles within Fitch over the last 14 years. In Europe from 2004 to 2010 he ran the energy, utilities, project finance and regulated transportation analytical groups. From 2010 to 2017 he was based in Singapore and led the development of Fitch’s Asia Pacific Corporate Ratings Group. Then on his return to Europe in 2017 he was regional head of Fitch’s EMEA Corporate Ratings Group, and also successfully ran a global executive project to transform and improve Fitch’s overseas office network.
From 2000 to 2004, Andrew was head of ABN Amro’s structured industry finance, power and utilities group for Europe, the Middle East, and Africa. He also previously worked for Edison Capital Europe as a private equity investment director in infrastructure, for the energy company PowerGen plc (now EON) as a senior project finance manager, and in the banking sector as a mezzanine, leveraged buy-out and cross-border M&A lender and advisor.
From 2006-2010 Andrew actively assisted the United Nation’s Economic Council for Europe advising on energy and risk issues, and was a member of the UNECE Ad Hoc Group of Experts on Sustainable Energy Developments. Andrew speaks regularly at conferences and forums on a wide range of risk based issues. He is currently a trustee of the Great Ormand Street Hospital based children’s charity CLEFT.
Andrew graduated with a BSc Hons in Psychology from Bristol University in 1989, and has a postgraduate diploma from INSEAD business school (CGEM 2016).
General Secretary and Chief Executive Officer
Wespath Benefits and Investments
Barbara has served as the chief executive officer of Wespath Benefits and Investments since 1994. As general secretary, she oversees all fiduciary services and administrative operations.
Before joining Wespath Benefits and Investments, Barbara spent 11 years with Towers Perrin (now Willis Towers Watson). Prior to that, Barbara held positions with Dart Industries in the group insurance benefits function and with KPMG Peat Marwick tax practice. Barbara received her bachelor’s degree from Trinity University and completed graduate coursework at the University of Chicago and UCLA.
Barbara is active in a number of professional associations. She also serves as a standing director of the Church Benefits Association and is a standing Steering Committee member of the Church Alliance. Barbara chaired the Church Alliance from 2012 through 2018.
Sustainable Investment Forum
Dr Ben Caldecott is the founding Director of the Oxford Sustainable Finance Programme. He is an Associate Professor and Senior Research Fellow at the University of Oxford Smith School of Enterprise and the Environment, a Supernumerary Fellow at Oriel College, Oxford, and a Visiting Scholar at Stanford University. Ben is also the COP26 Strategy Advisor for Finance based out of the UK Cabinet Office.
Ben specialises in environment, energy, and sustainability issues and works at the intersection between finance, public policy, and academe, having held senior roles in each domain. Ben has authored and edited a substantial number of publications related to sustainability and is an experienced media commentator and public speaker. He is also a regular peer reviewer and has a number of board and advisory panel appointments, including with the University of Oxford Socially Responsible Investment Review Committee, The Prince of Wales’s Accounting for Sustainability Project, ATLAS Infrastructure Partners Ltd, Impact Lens Ltd, the British Standards Institution (BSI), and the Green Alliance.
Ben currently serves on the US Commodity Futures Trading Commission’s Climate-Related Market Risk Subcommittee and the UK Department for International Trade’s Export Guarantees Advisory Council. In his capacity as a Member of the UK Green Finance Taskforce, he chaired its Workstream on Task Force on Climate-related Disclosures (TCFD) Implementation. He also chaired the International Green Finance Coordination Group on behalf of the UK Green Finance Institute and the UK Government.
French Development Agency
Bertrand Walckenaer is Deputy CEO of the Agence française de développement (French Development Agency) since February 2019. He was previously chief of staff of the State Secretary to the Minister for Economy and Finance. He worked for ten years for the French Treasury (between 2005 and 2017) where he occupied several positions with responsibilities in the field of corporate restructuring, export finance in the aeronautics sector, and foreign investment control. He has also been a board member of Bpifrance, La Poste and CNP Assurances in 2016 and 2017. During this period he moved for two years to the Ministry for Foreign Affairs, where he was deputy chief of staff of the State Secretary for foreign trade to the Minister for Foreign Affairs. And finally, Bertrand Walckenaer was technical director of the hospital of Pouma in Cameroun in 2010. He holds a degree in agronomy from AgroParisTech and a degree in international business from Paris-Dauphine University.
Chief Operating Officer
American Council on Renewable Energy (ACORE)
Bill Parsons is the Chief Operating Officer of the American Council on Renewable Energy (ACORE), a national nonprofit organization that unites finance, policy and technology to accelerate the transition to a renewable energy economy. In that capacity, he oversees ACORE’s day-to-day operations, including policy, communications and programs.
Prior to joining ACORE, Bill served as Chief of Staff and Legislative Director to Congressman Chris Van Hollen, where his portfolio included climate, energy, finance and the environment. Bill ran the House Renewable Energy and Energy Efficiency Caucus for eight years and was also a founding Board Member of the Montgomery County Green Bank. He graduated Cum Laude from Harvard University.
President and Chief Executive Officer
Caisse de dépôt et placement du Québec (CDPQ)
President and Chief Executive Officer, Charles Emond is responsible for the strategic direction of Caisse de dépôt et placement du Québec (CDPQ) and the global growth of the organization.
Prior to this, he held the position of Executive Vice-President, Québec, Private Equity and Strategic Planning at CDPQ, which he joined in February 2019. In that role he was responsible for managing the Québec and Private Equity (Québec and International) portfolios, as well as CDPQ’s global strategic planning, in collaboration with the Executive Committee.
Previously, Mr. Emond worked for nearly 20 years at Scotia Bank and Scotia Capital, where he held the positions of Executive Vice-President, Financial Affairs, Head of Canadian Corporate Banking and Global Head, Investment Banking and Capital Markets. In these roles, he oversaw a wide variety of teams located in Canada, the United States, Europe, Asia and Latin America. During this time he also led Scotia Capital’s Québec activities.
Mr. Emond is a graduate of HEC Montréal and holds the CPA, CA and Chartered Business Valuator (CBV) designations.
Head of Americas
GRESB (Global Real Estate Sustainability Benchmark)
Dan is responsible for increasing GRESB’s international scope and impact by engaging institutional investors throughout the Americas; expanding GRESB participation among REITs, private equity firms and multi-national lenders; establishing industry partnerships; and driving capital market demand for ESG data.
Since 2014, Americas revenue expanded over 800% to represent approximately 40% of total GRESB revenues. Regional membership exceeds 260 accounts including leading US and Canadian pension plans, private equity firms, listed property companies, industry associations, data and technology partners, and industry media outlets. During his tenure, Americas’ participation in the GRESB Real Estate assessment is up over 200% accomplished by leveraging peer competitiveness alongside LP investor pressure.
As the sole representative of GRESB in the Americas region, he covers multiple roles including accelerating market adoption for ESG data; acquiring new GRESB investor members; promoting increased GRESB participation; maintaining existing GRESB member accounts; fulfilling North American speaking engagements; and developing new capital market / product opportunities. He previously served the U.S. Green Building Council as Senior Fellow for Business Strategy and Finance by providing leadership on a range of topics including green bond underwriting guidelines, asset valuation, and related business topics. Additional professional experience includes tenures at Russell Real Estate and CBRE, and participation in several start-up technology companies.
Chief Climate Policy Advisor & OneNYC Director
New York City Office of the Mayor
Daniel Zarrilli is New York City’s Chief Climate Policy Advisor and OneNYC Director. Under Daniel’s leadership, New York City released its newest strategic plan, OneNYC 2050, a Green New Deal to confront our climate crisis, achieve equity, and strengthen our democracy.
In the past six years, he has positioned New York City as a global climate and resilience leader among cities. Successes include aligning the city’s greenhouse gas reductions with the Paris Agreement, launching a comprehensive $20 billion climate adaptation program, and committing to divest the City’s pension funds from fossil fuel reserve owners.
Previously, he served on NOAA’s advisory committee for the Sustained National Climate Assessment and FEMA’s National Advisory Council, and he advised Louisiana on its 2017 coastal master plan.
Executive Vice President and Chief Program Officer
Dawn M. Martin serves as the Executive Vice President and Chief Program Officer for Ceres. In this capacity, she oversees the leadership and management of Ceres’ campaigns and initiatives, innovation and evaluation department, as well as the Company, Investor, and Policy Networks. Dawn joined Ceres as its Chief Operating Officer in 2015. In that role, she led Ceres’ programs and communication teams, while also overseeing the development of the organization’s five-year Strategic Plan focused on integration, alignment, and collaboration to enhance organizational performance and impact during a period of rapid growth.
With 30 years of experience working for social change, Dawn has led numerous initiatives within government, boardrooms and non-profits that have leveraged the market’s influence to create strong corporate policies and practices on environmental, social, human rights and governance issues. She also brings extensive expertise in strategic communications, behavioral sciences and non-profit management to bear on her work with Ceres.
Prior to joining Ceres, Dawn was the President & CEO of SeaWeb, a strategic communications non-profit focused on ocean conservation; the COO for Oceana, the largest international advocacy organization focused solely on ocean conservation; and the political director for American Oceans Campaign, founded by actor and environmentalist Ted Danson.
Dawn held several leadership positions within the U.S. Environmental Protection Agency during the Clinton-Gore Administration, most recently serving as Associate Deputy Administrator. During her tenure she was recognized with numerous awards for outstanding accomplishment and extraordinary dedication and teamwork, including efforts to develop and coordinate implementation of the Administration’s Clean Water Action Plan to improve the quality of our nation’s waterways; restructuring of the Agencies work on climate change; implementation of the Administration’s Plan for the environmentally sound dredging of US harbors; and an innovative, multi-stakeholder settlement agreement resolving technically and politically complex challenges to regulatory permitting and enforcement issues.
Dawn is a member of the Board of Directors for The Ocean Foundation and SeaWeb, is an Emeritus Trustee for the National Marine Sanctuary Foundation, and serves on several other advisory and editorial boards. She received her law degree with an emphasis on international human rights and humanitarian law from Loyola Law School, Los Angeles and a BA in Political Science and Business Administration from Loyola Marymount University. She has also earned certificates from the Institute of International and Comparative Law, the International Institute of Human Rights in Strasbourg, France, as well as the Henri Dunant Institute in Geneva, Switzerland.
Senior Research Scientist
Centre for Global Change Science, MIT
Dr. C. Adam Schlosser is currently a Senior Research Scientist in the Center for Global Change Science, and also serves as the Deputy Director for the Joint Program at MIT. Prior to his appointment at MIT, Dr. Schlosser was an Associate Research Scientist at the NASA Goddard Space Flight Center (2001-2003), a Research Scientist at the Center for Ocean Land Atmosphere Studies (1997-2001). He conducted his postdoctoral work (1995-1997) at NOAA’s Geophysical Fluid Dynamics Laboratory (GFDL) in Princeton. His primary interests are the modeling and prediction of global hydrologic, ecologic, and biogeochemical change using the MIT’s Integrated Global Systems Model (IGSM) that includes model development of its terrestrial component – the Global Land System (GLS). His other research endeavors work to improve our observational capabilities for monitoring, understanding and predicting the Earth’s global water and energy cycles, and currently serves as a member of the NASA Energy and Water Cycle Study (NEWS) Science Integration Team. Dr. Schlosser has also undertaken numerical experimentation and observational studies of land hydrologic processes and their role in coupled hydroclimatological variability, and the predictability and prediction of the Earth’s climate system. In doing so, he has worked with a wide range of numerical models, ranging from point-scale models of land biogeophysical processes to general circulation models; and point to global-scale observational data for evaluation and complementary analyses. He also has participated in and led international experiments aimed to assess the performance of land and climate model simulations and predictions (e.g. GSWP 2, PILPS, IPCC, AMIP 2, DSP, SNOWMIP). His current collaborative research activities also include the study of extreme precipitation events and associating their potential changes to shifts in climate regimes, the fate of the arctic permafrost under potential climate warming and subsequent impacts on its biogeochemistry and trace-gas emissions, and climate-water issues on adaptation.
Senior Lecturer in Finance
Gita R. Rao is a Senior Lecturer in Finance, and Associate Faculty Director of the Master of Finance program at the MIT Sloan School of Management. She has over two decades of experience in global investing, asset allocation, risk management, and client service. In addition, she has managed socially responsible portfolios and teaches a course on social impact investing at MIT Sloan. Dr. Rao is the founder and president of Aspari Capital, a consultancy focused on quantitative research and portfolio strategies for institutional investors. Her previous roles include: portfolio manager at MFS Investment Management, managing global long-short portfolios and co-director of quantitative equity research; associate partner and director of quantitative equity research at Wellington Management Company, managing over $4 billion in global equity portfolios on a team responsible for $15 billion in client assets; senior vice president at Liberty Financial Companies, managing over $1 billion in global and international equity/balanced mutual funds and serving on the firm’s investment policy committee; senior research analyst at Fidelity Management & Research Company and vice president at Kidder, Peabody & Co. in New York. Dr. Rao has served as a president of the Society of Quantitative Analysts, on the editorial board of the Financial Analysts Journal, on the board of trustees of the Research Foundation of the CFA Institute, and as Assistant Professor at the University of Illinois at Urbana-Champaign. She holds a Ph.D. in Finance and Accounting from the University of Rochester, an MBA from the Indian Institute of Management, Ahmedabad, and a BA in Economics from Delhi University’s St. Stephen’s College in India.
Chief Executive Officer
Responsible Investment Association (RIA)
Dustyn Lanz is Chief Executive Officer of the Responsible Investment Association (RIA) – a Canadian organization that promotes the incorporation of environmental, social and governance (ESG) factors into investment decisions. Dustyn is regularly quoted in the national media as an expert on responsible investing by CBC News, the Globe and Mail, BNN Bloomberg, and other Canadian media outlets.
Dustyn is also a Columnist for Investment Executive and a Contributor to the Globe and Mail, where he writes about topics related to responsible investment and sustainable finance. He is a frequent public speaker at some of Canada’s leading investment conferences and business schools, and he is a member of Canada’s 30% Club, a network of executives that aims to achieve a gender balance in corporate leadership.
In 2014, Dustyn helped to launch Canada’s first financial designations for financial advisors with expertise in responsible investing. In 2016, he received a Clean50 Emerging Leader Award for his contributions to sustainable development in Canada, and in 2018 he was appointed to Wealth Professional Magazine’s “Hot List” of 50 influencers in Canada’s investment industry.
Prior to joining the RIA in 2013, Dustyn worked for the Centre for International Governance Innovation, where he conducted research to strengthen the governance of the global financial system. His written work has been published by leading think tanks and academic journals in Canada and internationally. He holds a bachelor’s degree from York University and a master’s degree from the University of Waterloo.
Assistant Secretary-General for Economic Development and Chief Economist
Mr. Elliott Harris is the Assistant Secretary-General for Economic Development in the Department of Economic and Social Affairs, and Chief Economist of the United Nations. He served previously as Assistant Secretary-General and Head of the Office in New York of the United Nations Environment Programme, from 2013-2018. Prior to joining the United Nations, Mr. Harris spent 25 years as an economist at the International Monetary Fund IMF), working in the African and Fiscal Affairs Departments, including as IMF Mission Chief in Togo, Chad and Guinea. He served from 2008-2012 as the IMF Special Representative to the United Nations, in parallel to his role as Assistant Director of the Strategy Policy and Review Department.
Global Director, Capital Markets
Emily Kreps is CDP’s Global Director for Capital Markets. She is experienced in defining and leading sustainable and responsible businesses, including a period as head of corporate development for a renewable and alternative energy company, as well as various start-up CFO positions. In her previous career, Emily spent over a decade as an investment banker and an equity salesperson for Goldman Sachs and Credit Suisse. She received her degree from the School of Foreign Service at Georgetown University.
Eric Usher currently heads the UN Environment Programme Finance Initiative, UNEP FI, a global partnership bringing together the UN with 230 banks, insurers and asset managers working to develop the sustainable finance and responsible investment agendas. Eric oversees governance, strategy and day-to-day management of UNEP FI’s work programme and global network development. Over the years UNEP FI has established some of the most important sustainability oriented frameworks within the finance industry, including the Principles for Responsible Investment (2006), the Principles for Sustainable Insurance (2012) and work now underway on the establishment of Principles for Responsible Banking. Since joining in 2015, Mr. Usher has focused on accelerating the deep integration of sustainability risks into financial practice, including addressing climate change, natural capital loss and human rights abuses, as well as building out the frameworks for positive impact finance needed to achieve the UN Sustainable Development Goals. Eric sits on several industry bodies including as UN representative on the Board of the Principles for Responsible Investment, as a member of the Evaluation Council of the French sovereign green bond, as Director for the impact fund REPP Africa and founder of the Seed Capital Assistance Facility.
Prior to leading UNEP FI, Mr. Usher has over twenty years of experience in the low carbon sectors, spanning technology commercialisation in Canada, solar rural electrification in Morocco and financial sector development across emerging markets. During 2011, Mr. Usher worked on the establishment of the Green Climate Fund and led efforts to create its Private Sector Facility. Eric has been an editor of the Global Trends in Renewable Energy Investment report published annually with Bloomberg and was lead author for finance of the IPCC Special Report on Renewable Energy Sources. Before joining the UN, Eric was General Manager of a solar rural electrification company based in Morocco.
Chair, UN-convened Net Zero Asset Owner Alliance, Member of the Board of Management of Allianz SE
Guenther Thallinger joined Allianz Group in May 2009.
He has been a Member of the Board of Management of Allianz SE since January 2017, responsible for Investment Management and the Center of Competence Life & Health. In January 2018 he additionally assumed responsibility for steering ESG topics within Allianz.
Until his appointment to the Board of Management, Guenther Thallinger acted as CEO, and before CFO, of Allianz Investment Management SE and was Chairman of the Allianz Investment Management Board.
Before joining Allianz, he was principal at McKinsey&Company.
Guenther Thallinger, born in Austria, graduated with a BSc from the Technical University Graz and a MSc from the Technical University Vienna in technical mathematics. He holds a PhD in applied mathematics from the Technical University Vienna.
Head of Investor Relations and Sustainable Finance
The World Bank Treasury
Heike Reichelt is Head of Investor Relations and Sustainable Finance at the World Bank Treasury. The World Bank Treasury manages the funding programs for the World Bank (International Bank for Reconstruction and Development, IBRD), the International Development Association (IDA), and the International Finance Facility for Immunisation (IFFIm). Her team is responsible for managing relationships with bond investors, rating agencies and the financial media, and developing new bond products. These include products to raise awareness for the Sustainable Development Goals (SDGs) and climate change mitigation and adaptation – like World Bank Green Bonds and World Bank Sustainable Development Bonds. Heike also manages outreach to the sustainable and impact investing community and works with other issuers and market participants to encourage the growth of sustainable capital markets focused on making a long-term positive social and environmental impact through integration of environmental, social and governance criteria (ESG) in investment decisions. She has 20+ years of experience in finance – including as an engagement manager for the World Bank Treasury’s Reserves Advisory Management Program for central banks and in the areas of export finance and capital markets, during her career at KfW, the largest German development bank. Heike was recognized for her role in building sustainable capital markets as the 2017 recipient of the prestigious Joan Bavaria Award.
Director of Impact Policy, Amalgamated Bank & Member of Partnership for Carbon Accounting Financials (PCAF)
Ivan Frishberg is the Director of Impact Policy for Amalgamated Bank. Ivan leads Amalgamated Bank’s impact including Amalgamated Bank’s carbon and climate commitments, innovative approaches to measurement of the bank’s social and environmental impact, and engagement initiatives on behalf of shareholders and Amalgamated Bank’s clients. Ivan is the Chair of the PCAF North America, serves on the Global Steering Committee for PCAF Global, and is the Co-Chair of a UNEP FI working group on target setting for the Collective Commitment for Climate Action.
Ivan has more than 25 years of public interest advocacy, organizing and policy experience. Previously he was Senior Advisor and Climate Change Campaign Manager for Organizing For Action, a senior advisor to the Climate Action Campaign. He serves on the board of directors for DC Water, the public water and sewer utility for Washington, D.C.
Climate Safe Lending Network
James is a strategist and systems thinker with a background in sustainable finance. James has over 20 years of senior management experience in sustainable banking and investment and acts as a Special Advisor to Triodos Bank. He has advised on share offers and bond issues for leading charities and businesses, managed equity investments, and has been a non-executive director for a wide range of environmental and social businesses. James is also a member of United Kingdom, European, and international sustainable finance advisory groups and is the other of several papers on sustainable finance and impact investing.
Gitterman Wealth Management
Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the Sustainable, ESG and Impact Investing field. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas.
Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. He also speaks frequently about Sustainable, Impact, and ESG Investing at conferences throughout the US, including Morningstar, Fidelity, Barron’s, Financial Advisor Magazine, Bloomberg, and many others. In 2018, he was named RIA “Thought Leader of the Year” by WealthManagement.com.
Over the past several years, Gitterman Wealth Management has also hosted several large sustainable investing conferences for financial advisors in New York City, with the 2019 and 2018 conferences, as well as the 2019 Family Office Impact Summit taking place at the United Nations Headquarters. Jeff deeply believes that the migration of investor capital towards Sustainable, ESG, and Impact investing is one of, if not the most effective way to help realize the United Nations supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape.
Jeff is also the co-host of TheIMPACT TV show, which airs on Bloomberg TV, the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary. He also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical and dedicates much of his free time to raising funds and awareness for the autism community.
Professional Risk Managers' International Association (PRMIA)
Ken Radigan is the CEO of Professional Risk Managers’ International Association (PRMIA). The non-profit organization is represented by 46 chapters around the world. Ken also served as a Board Member, Treasurer, Chairs of the Finance and Ethics Committees, and Director of the New York Chapter for PRMIA.
Ken has more than a decade of professional experience in risk management. His prior roles include serving as Chief Risk Officer for the US and Bermuda Operations of Aspen. Prior to this, Ken was the CRO for the Casualty and Global Risk Solutions Divisions of AIG. He has diverse insurance experience from over 25 years at AIG as: CRO Casualty and Global Risk Solutions; Director of corporate catastrophe modeling; Product line manager for the Environmental Protection Programs; Product line manager for the Cleanup Cost Cap programs; and Actuarial analyst for the corporate actuarial department.
Ken was the inventor of two US Patents on Nuclear Decommissioning Insurance. In addition, he has designed customized insurance programs for mine reclamation, Superfund cleanup, and landfill closure, and supported innovative product development for alternative and renewable energy technologies.
Ken holds certifications for Associate in Risk Management, Professional Risk Manager, Associate in Surplus Lines, and Chartered Property Casualty Underwriter. He earned his B.A. in Mathematics from the University of Dayton.
Managing Director & Global Head of ESG
Trucost, part of S&P Global
Lauren is Managing Director, Global Head of ESG Commercial at Trucost, part of S&P Global. A leader in carbon and environmental risk analysis, Trucost assesses risks relating to climate change, natural resource constraints and broader ESG factors, enabling companies and financial institutions to understand their ESG exposure to these factors, inform resilience and identify transformative solutions for a more sustainable global economy.
Lauren is an expert in sustainable finance and, over the last decade, has advised leading fund managers, pension funds, banks and DFIs globally on how to integrate climate change and natural capital analysis into their investment decision making.
Prior to joining Trucost, Lauren was a Senior Investment Associate in Global Equity Research at Putnam Investments specialising in Pharmaceuticals, Chemicals and Aerospace & Defence. She was also a consultant at DFID (UK Department for International Development), working on the Millennium Development Goals for Girls’ Education.
Lauren holds a BA (Hons) and MA from Cambridge University in Archaeology and Anthropology and an MSc in Anthropology and International Development from the London School of Economics. Lauren is a member of the Decision Maker Panel of the Bank of England and is also a regular speaker and respected commentator on environmental finance issues.
Founder, President, Chief Executive Officer
V-Square Quantitative Management
Mamadou is the Founder and Chief Executive Officer of
V-Square Quantitative Management, a Valor Equity Partners subsidiary. Mamadou founded V-Square Quantitative Management in 2020 after an accomplished career in asset management whilst working for global financial services company across the U.S., Europe, Middle East and Africa.
His investment firm specializes in financial engineering, development and management of quantitative portfolios and processing of sustainability big data.
Industry leader in the field of sustainable investing and financial innovation, Mamadou’s previous role was global head of product development and sustainable investing at Northern Trust Asset Management in Chicago, where he was responsible for driving innovation and product development across asset classes. Mamadou spearheaded, developed and led one largest sustainable investing platform in the industry.
Interim Global Conservation Director
Margaret is currently serving as the Interim Global Conservation Director for WWF, International. This role is critical in driving the organization’s strategies, developing and implementing key initiatives, and ensuring conservation impact globally. Prior to this she led WWF’s Finance Practice, providing strategic direction and leadership to WWF’s global engagement with the finance sector. Before joining WWF, Margaret was Vice President of Investment Policy at the Overseas Private Investment Corporation and was a member of the team that established and implemented the U.S. Government’s Millennium Challenge Corporation. She has broad sectoral experience in sustainable investment, project finance, and grant making. Margaret is based in Washington DC.
ESG Investment Strategist
State Street Global Advisors
Nathalie Wallace, ESG Investment Strategist at State Street Global Advisors covering the North America and Asia-Pacific regions. Ms. Wallace works closely with clients to develop ESG and climate strategies that are aligned with their mandates and investment considerations. She also works with ESG research and development, investment research and investment management teams at SSGA to design ESG investment solutions tailored to clients’ needs.
Prior to joining State Street Global Advisors, Ms. Wallace worked with institutional asset owners to design and implement ESG principle statements, integration strategies as well as engagement platforms such as Climate Actions 100+ at Ceres. She also has considerable experience in asset allocation, hedge fund, private and public equity portfolio management in international and emerging markets working at Battermarch Financial Management, Delta Partners, Wellington Management Company, and Barings.
Ms. Wallace holds a BBA from Institut Supérieur de Gestion, Paris and is a Certified International Investment Analyst. She is a trade advisor to the French Government, nominated by the French prime minister, and is a member of the Columbia Sustainable Finance Professionals Network and other key global organizations on climate finance, such as One Planet Fund. Ms. Wallace is also a climate leader in her community and is a member of the Cambridge (MA) Protection Action Committee.
Chairwoman of the Investment Committee
David Rockefeller Fund
Nili Gilbert is Co-Founder and Portfolio Manager of Matarin Capital, managing equity strategies for institutional clients. Matarin has been recognized as a performance leader and as a thought leader, with its research cited in such publications as The Wall Street Journal and Barron’s. Nili is a regular contributor on CNBC and Bloomberg television, as well.
Nili is a Board Member and Chairwoman of the Investment Committees of the David Rockefeller Fund and the Synergos Institute. She is both a life member of the Council on Foreign Relations, and a member of the Economic Club of New York.
Nili has been honored as a World Economic Forum Young Global Leader, as a LinkedIn TopVoice for 2019, on Bloomberg BusinessWeek’s list of 20 people who are “Ones to Watch” for 2019, as Entrepreneur of the Year by the National Association of Securities Professionals, with the Toigo Foundation’s Bridge to Business Award, and by 100 Women in Hedge Funds as a Chartered Alternative Investment Analyst Scholar.
Nili received her BA from Harvard University, graduating magna cum laude in a Special Concentration in Economics and Social Studies, and her MBA in Finance from Columbia Business School, where she was a Toigo Fellow. She is both a CFA and CAIA Charterholder.
Prior to founding Matarin, she was Senior Director and Senior Research Analyst at Invesco, working in both New York City and Frankfurt, Germany, with responsibility for development of the firm’s global multi-asset models.
A native New Yorker, Nili speaks, reads, and writes both German and French with great proficiency, and enjoys travel and fitness.
Executive Director, ESG Research
Olga Emelianova spent ten years supporting and then leading MSCI ESG Rating Research, MSCI’s flagship solution for ESG integration in investment strategies. Most recently, Olga has taken up a task of overseeing and enhancing MSCI’s Screening and Impact Research to support value-based investment strategies, impact investing frameworks, and sustainable finance polices alignment.
Prior to joining MSCI in 2009, Ms. Emelianova was a Director of Project Services at the International Center for Corporate Accountability, a not-for-profit group which evaluated corporate and industry-wide social responsibility initiatives and conducted ESG performance assessments for multinational companies. Ms. Emelianova holds an MBA degree from Zicklin School of Business, City University of New York. She has published her research on corporate and industry-wide ESG initiatives in a number of professional journals, co-authored one and contributed to two books on the topic of Corporate Responsibility: “Setting Global Standards” (2003), “Group Purchasing Organizations – an Undisclosed Scandal in the U.S. Healthcare Industry” (2009), and “Globalization and Self-Regulation” (2011).
Representative of the Secretary-General
UN Joint Staff Pension Fund
Pedro Guazo is the Representative of the Secretary-General for the investment of the assets of the UNJSPF since April 2020 managing a globally diversified portfolio of more than US$70 billion. Before this, Mr. Guazo was the Director of the Finance Division and Deputy Controller in the United Nations Secretariat in New York, since 2012. He served in a similar capacity as the Director of Finance and Treasury at the United Nations World Food Programme (WFP) in Rome (2010-2012).
With over 10 years of experience in high-level management positions in the United Nations system, together with more than 17 years of experience in the private and public sectors, Mr. Guazo brings a balance of deep knowledge of the United Nations system and expertise in national, regional and global practices for financial and pension fund systems.
During a 15-year banking career, he contributed to the modernization of the Mexican Financial System, while serving as its regulator and supervisor. As Chief Financial Officer and Treasurer at the Federal Mortgage Bank of Mexico (2008-2010), he negotiated and managed loans from the World Bank and the Inter-American Development Bank. He championed financial inclusion among people with low and middle incomes as CFO and Treasurer of the National Savings and Financial Services Bank of Mexico (2001-2008). His government service included posts at the Ministry of Finance (1999-2001) and at the National Banking and Securities Commission (1996-1999), as a member of its Financial Sector Supervisory Body. He started his professional career in 1993 at PricewaterhouseCoopers.
A former professor of Finance at the Instituto Tecnológico Autónomo de México (ITAM), Mr. Guazo received an International Executive MBA from the Instituto de Empresa Business School in Madrid. He earned a master’s degree in Economics from Instituto Tecnológico y de Estudios Superiores de Monterrey and graduated from ITAM in 1996 with a bachelor’s degree in Accounting. “
Vice President, Head of Open:FactSet Content Strategy
Mr. Peter Davaney-Graham is the Vice President, Head of Open:FactSet Content Strategy at FactSet. In this role, his focus is on off-platform data integration and analysis solutions geared towards fundamental and quantitative investors. He and his colleagues aim to reduce the burden associated with evaluating and integrating new content sets by solving for common challenges such as symbology reconciliation and accelerating the discovery process by exposing detailed analysis and sample code. Mr. Davaney-Graham earned a BA in Political Science from Colgate University and is a CFA charterholder.
Senior Program Director, InvestorNetwork
With members of the Ceres Investor Network, Kirsten leads Ceres’ investment practices initiatives and represents Ceres on the West Coast for all investor programs. She is part of Ceres’ new California office.
Prior to joining Ceres, she served as Chief Deputy Treasurer under California Treasurer Phil Angelides and Director of the Treasurer’s environmental financing authorities. Prior to her government service, Kirsten worked in the labor movement as Chief of Staff for the California Labor Federation, AFL-CIO. With the California Sierra Club and the Ella Baker Center, Kirsten co-founded the California Apollo Alliance. For six years, she chaired the Center for Labor Research and Education at University of California, Berkeley and taught at Boalt Hall School of Law. As a lawyer with the firm of Beeson, Tayer and Bodine she represented unions and their pension plans.
In her early career she worked as a community and cultural organizer in Durban, South Africa. Kirsten holds a BA from Yale College in music, a JD from Hastings College of Law and an M.Div. from Church Divinity School of the Pacific. She is an Episcopal priest, wife and mother of two teenage sons.
Program Director and Senior Researcher for Multi-Faculty Sustainability and Impact Investing
Harvard Business School
Rob is the Program Director and Senior Researcher for Multi-Faculty Sustainability and Impact Investing Special Projects, including The Impact-Weighted Accounts Project, the Social Impact Collaboratory, and the Project on Impact Investments at Harvard Business School. Previously, Rob was a Vice President at Goldman Sachs where he had roles in Investment Product Innovation, Strategy & Development, Alternative Investment Strategies, and Private Wealth Management. Rob has consulted with the National MS Society and the World Wildlife Fund and was a 2019 Three Cairns Climate Fellow focused on mitigating the environmental effects of charcoal use in Mozambique. Rob received his MBA from Columbia Business School in the Executive Program where he concentrated on Social Enterprise and Impact Investing, graduating Deans Honors with Distinction (top 10%). He was featured in Poets and Quants annual 100 Best & Brightest Executive MBAs list. Rob is the 2019 recipient of the Carson Family Changemaker Award which recognizes commitment to the field of social enterprise. Rob earned his Bachelor’s Degree in Economics from Georgetown University where he graduated Magna Cum Laude.
Vice President, Responsible Investment Analyst
BMO Global Asset Management
Rosa is a corporate engagement practitioner with over 7 years’ experience in the responsible investment industry and joined BMO GAM’s Responsible Investment team in early 2020. Prior to that Rosa was Senior ESG Manager at NEI Investments, the asset management arm of Canadian wealth firm Aviso Wealth, where she lead the proxy voting program as well as various corporate engagement initiatives on ESG topics. Rosa has extensive experience in North American corporate governance, engaging management and board members on ESG. At BMO GAM Rosa focuses on engagement and voting of the North American market. She also serves on the Steering Committee for the Investor Alliance for Human Rights aimed at integration of the investor responsibility to respect human rights through the investment process. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.
Director of Climate Change
PRI & COP26 High-level Champion - Financial Lead
The Principles for Responsible Investment (PRI) has over 3,000 signatories representing over US$90 trillion in assets under management. Sagarika leads the PRI’s global climate change programme, enabling investors to assess climate-related risks and capture opportunities. This includes co-heading the secretariat of the UN-convened Net Zero Asset Owner Alliance and part-time secondment to the COP26 High Level Climate Action Champion, focusing on finance.
Sagarika joined the PRI in 2013 in an investment practices role. In 2015, Sagarika worked with PRI signatories on the Montreal Carbon Pledge, a global investor initiative towards the Paris Agreement. In 2016, she was seconded to Aviva Investors to support development of the TCFD recommendations. Sagarika has also developed the PRI’s green finance collaboration with China, building on PRI input to the 2016 G20 Green Finance Study Group.
Prior to PRI, Sagarika worked at F&C Asset Management and at European retailer Kingfisher. Sagarika has served an investment committee member and a charity trustee for over five years. She has an MSc in Development Studies from University of London and a BA in Social and Political Sciences from the University of Cambridge. Sagarika is bilingual in English and Bengali.
Stephane Germain is the Founder and Chief Executive Officer of GHGSat whose technology provides actionable greenhouse gas emissions data and insights to various industries. Stéphane founded GHGSat in 2011 to answer a market need for consistent, high quality measurements of greenhouse gas emissions from industrial facilities worldwide. Mr. Germain has been passionate about applying space technology for the good of the Earth for over 25 years.
Prior to founding GHGSat, he held senior management positions in SMEs and large Canadian aerospace corporations. He started his career as an engineer and project manager at Spar Aerospace, and had then the opportunity to work for several years as a consultant at Bain & Company, a leading international strategy consulting firm, working for Fortune 500 companies in industries ranging from forestry to aerospace.
Mr. Germain holds a bachelor’s degree in Engineering Physics from Queen’s University in Canada and an MBA from INSEAD in France.
Sunil (Sunny) A. Misser is the Chief Executive Officer of AccountAbility – a global consulting and standards firm that works with businesses, investors, governments, and MLO’s to advance responsible business practices and transform their long-term performance
Mr. Misser is a strategic business advisor to CEO’s, Boards, and Senior Executives at Fortune 500 companies. Prior to AccountAbility he was Global Managing Partner of the Sustainability Advisory Business at PricewaterhouseCoopers (PwC), Global Strategy Leader for PwC’s Assurance and Business Advisory Services (the firm’s accounting, risk management, and consulting operation), Partner, Global Strategy (Firmwide) at Price Waterhouse, and worked in Operations and Advanced Manufacturing at Mars, Inc. and Honeywell.
Chief Financial Officer
World Gold Council
Terry Heymann is CFO at the World Gold Council and has broad experience across the gold supply chain. In addition to his role as CFO, Terry also oversees the World Gold Council’s work on standard-setting for the industry, including development of the Responsible Gold Mining Principles, the Conflict-Free Gold Standard and the Guidance Note on All-In costs, all of which support increased transparency and integrity in the gold industry.
Prior to joining the World Gold Council, Terry was a Principal at Marakon Associates, a leading strategy consultancy, where he helped clients in a number of industries on strategic issues and new product development.
Managing Director, Global Head of Research and Communications
Tom joined AIMA as research manager in October 2008 and heads up all research and communications globally for the association. In this role Tom is responsible for creating and executing the association’s strategies to develop and maintain strong external stakeholder relationships. In doing so, he constructs the association’s narrative through original research and thought leadership as well as design, implement and promote the association’s communications and brand. In this capacity, he has authored over fifty research and through leadership pieces, which have been mentioned widely across the trade and business press as well as commented on radio and television.
He has been involved with hedge funds for 15 years. Prior to joining AIMA in October 2008, Tom spent four years working in hedge fund research and due diligence with BNP Paribas in New York and Dublin.
Tom holds a Masters in Finance from the National College of Ireland, a graduate certificate in Investment Management from Dublin City University and is a Chartered Alternative Investment Analyst member (CAIA).
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