Global Group 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).
Chair (Climate Action 100+) & Managing Investment Director for Board Governance & Sustainability
California Public Employees' Retirement System
Anne is CalPERS’ Managing Investment Director for Board Governance & Sustainability, responsible for strategic initiatives across the total fund where she is a member of the Investment Management Committee and reports to the CEO. Anne leads CalPERS’ Sustainable Investment Strategy, which focuses on long term value creation through the effective management of three forms of capital: financial, human and natural.
Anne currently chairs the Steering Committee and Asia Advisory Group for Climate Action 100+, a global investor alliance of $54 trillion which CalPERS convened and co-founded. She is a member of the California Governor’s Climate Risk Disclosure Advisory Group and the Advisory Council of the Official Monetary and Financial Institutions Forum (OMFIF). Anne was recently appointed to the board of Ceres and is a Lecturer in Sustainable and Impact Finance at the University of California, Berkeley, Haas Business School.
Anne is the author of “The Financial Ecosystem: The Role of Finance in Achieving Sustainability” (Palgrave MacMillan) with Satyajit Bose and Dong Guo of Columbia University, “Fair Shares: The Future of Shareholder Power and Responsibility” with Jonathan Charkham (Oxford University Press) and “The Greening of Global Investment: How the Environment, Ethics, and Politics are Reshaping Strategies” (The Economist). She is an editorial board member of the journal Directors & Boards.
She sits on the strategy group for the UN Secretary General’s Global Investors for Sustainable Development, and steering committee for the UN Net Zero Asset Owner Alliance. Anne is a member of the Leadership Council at the Robert F. Kennedy Center for Justice and Human Rights.
Anne was recognized in 2019 by TIME Magazine as one of 15 women globally leading the fight on climate change and as one of the 100 Most Influential Women in US Finance by Barron’s in 2020. She is cited by the National Association of Corporate Directors as one of the 100 most influential leaders in the boardroom.
In roles prior to joining CalPERS, Anne served as the first Executive Director of the International Corporate Governance Network, and as the head of the World Bank-OECD Global Corporate Governance Forum. Previously she was Joint Managing Director of Pensions & Investment Research Consultants Ltd. Anne was formerly Senior Faculty Fellow and Lecturer at the Yale School of Management, where she taught with Ira Millstein on ‘The Role of the Corporation in Society’.
Anne read Philosophy, Politics and Economics at St Hilda’s College, Oxford University, where she was awarded a BA and MA, plus a Slater Fellowship at Wellesley College, Massachusetts.
President and CEO
Siemens Financial Services
Anthony Casciano is President and CEO of Siemens Financial Services, Inc., the U.S. financing arm of Siemens Financial Services (SFS). He is also CEO of SFS’s Project & Structured Finance Americas business unit, providing debt financing – including corporate lending, project finance, and structured finance solutions – to clients across the region.
In this role, he has implemented a regional environmental, social, governance (ESG) strategy, underscored by a corporate culture of sustainable investing, community giving, and employee well-being. This includes the launch of several initiatives, such as the expansion of energy-as-a-service and sustainability-linked lending products and employee fundraising and volunteer efforts offered throughout the year.
Previously, he served as CEO of the global Industry and Healthcare Finance business at SFS, overseeing the growth of SFS’s activities in the global healthcare and industrial markets in addition to managing the global leveraged finance business across all industries. Throughout his tenure, Casciano built a global equity business, namely with infrastructure finance expertise.
Casciano was also responsible for the strategy and creation of the global healthcare and leveraged finance business unit in 2011. In addition, he expanded the healthcare finance business, which provides debt and equity solutions to the healthcare industry, into Asia-Pacific.
Earlier, Casciano was senior vice president and general manager at SFS in North America. He established SFS’s Corporate Finance group, which specializes in leveraged lending to middle market and larger corporate clients. He led the team’s rapid growth and established Siemens as a key player in the leveraged finance business.
Prior to joining Siemens in 2008, Casciano held senior leadership positions in corporate finance at leading institutions including Deutsche Bank and General Electric.
Anthony holds a B.A. degree in economics from Drew University and an M.B.A. in marketing from Rutgers University’s School of Business. He is a certified Six Sigma black belt and has been nominated for and participated in several corporate-led executive leadership and strategic marketing courses. He sits on the U.S. Executive Management Council for Siemens and serves as a board member for various professional organizations.
Head of Department, Climate & Small Mutuals Division
Bank of England
Chris heads-up the Bank’s climate hub, which has responsibility for developing and implementing the institution’s strategic approach to climate change and he is a Bank representative in the NGFS. Chris has been particularly focused on the PRA’s supervisory statement on financial risks arising from climate change and the development of a system-wide climate change stress test.
Beyond climate, Chris has responsibilities spanning the authorisation, supervision and analysis of firms operating as investment banks in the UK.
Prior to working at the Bank, Chris held roles at HM Treasury and Ernst and Young, where he qualified as a Chartered Accountant.
CEO & Group Head
BMO Capital Markets
Dan Barclay is CEO of BMO Capital Markets, where he is responsible for all of BMO Financial Group’s interactions with corporate, government and institutional clients in global markets. Prior to that, he served as co-head of the firm’s Global Investment & Corporate Banking, including oversight of equity and debt underwriting, corporate lending and project financing, mergers and acquisitions advisory services and global trade and banking. He has over 29 years of investment banking experience in a broad range of industries. Mr. Barclay currently serves on BMO Financial Group’s Executive Committee. He also serves as Chairman of the Board of Directors of the Children’s Aid Foundation of Canada and was recognized as a Champion of Change by Women in Capital Markets. Mr. Barclay holds an MBA from the University of Calgary and a Bachelor of Science from the University of Alberta.
TCFD Program Lead
Leading Practitioner in Responsible Investment & Fellow
Judge Business School, Cambridge University
David was one of the early architects of responsible investment in the UK. He was co-founder and CEO of Hermes pioneering Focus Funds and Equity Ownership Service. He co-chaired the UN Environment Programme’s Finance Initiative in the run up to the Paris Climate Conference. He was senior non-executive at KPMG. He currently advises Ownership Capital, Sarasin and Aviva.
He was Pembroke Visiting Professor at the Judge Business School, Cambridge University, where he remains a Fellow. His books on responsible investment have been influential globally and translated into five languages.
Recently he has led the Climate Accounting Project for the Principles for Responsible Investment, focussing on ensuring that accounting standards reflect the challenge of global warming.
Dawn M. Martin
Executive Vice President & 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.
Director, Investor Network
Dazzle is the Director of Ceres’ Investor Network on Climate Risk and Sustainability. Ceres Investor Network consists of North America’s leading institutional investors with a collective AUM of $30 trillion. Dazzle is responsible for driving investor action on Climate Investments. He supports some of the largest North American pension funds and asset managers in designing and implementing Climate Investment strategies. He also leads Ceres’ efforts to engage and support investors for integrating climate risk and opportunities for Private Markets investments.
Dazzle serves as an Advisor to Columbia University’s Sustainable Finance Network, and is also an Advisor to Blue Ashva, an Impact Investing firm in Singapore. Prior to joining Ceres, he was a Director with UBS and brings extensive experience of advising institutional investors and high net-worth family offices on global asset allocation and sustainable investments. He has enjoyed an international career spanning across the US, Asia and Middle East.
Dazzle holds a Master of Science in Sustainability Management from Columbia University and is a recipient of the Earth Institute Sustainability Management Fellowship. He also holds an MBA from Gujarat University, India.
Director & Head of Responsible Investing
Ontario Teachers’ Pension Plan (OTPP)
Deborah Ng is a Director, Total Fund Management and Head of Responsible Investing at the Ontario Teachers’ Pension Plan. Deborah heads the Plan’s Responsible Investing team and develops and leads the Plan’s Responsible Investing Strategy and Climate Change initiatives. She is responsible for key deliverables across a number of pillars, including: ESG and climate change thought leadership and innovation, ESG integration frameworks and tools, and corporate engagement. Deborah and her team provide insights and subject matter expertise to the global direct investment teams.
Prior to this Deborah was part of the Strategy & Asset Mix team where she focused on the research, evaluation, and introduction of innovative asset allocation strategies that are designed to help meet the Plan’s long-term liability objectives. She also provided input and support for the annual strategic investment plan and medium-term risk management.
Deborah sits on the board of the GRESB, BV (the Global Real Estate Sustainability Benchmark), and past Chair of its Infrastructure Advisory Board. She actively participates in a number of global initiatives including: A4S, Bloomberg’s ESG advisory committee, and the SASB Investor Advisory Group.
Prior to joining Teachers’, Deborah founded Acuity Communications facilitating investment research communications for various financial institutions. Deborah was awarded with Director’s Award from the Rotman School of Management, University of Toronto where she obtained her Master of Finance. She is also a CFA charter holder.
Elizabeth Ann Lowery
Senior Advisor ESG and Sustainable Finance
Elizabeth Lowery is formerly the Managing Director of Sustainability and ESG at TPG. Beth joined TPG after a 20-year career with General Motors Company where she was a member of GM’s Senior Leadership Group as Corporate Vice President, Environment, Energy & Safety Policy and Secretary to the Public Policy Committee of the GM Board of Directors. She also served as General Counsel for GM—North America. Beth has held various executive positions, including Senior Knowledge Leader and a Principal of GreenOrder at LRN, where she was focused on working with global enterprises to develop sustainability strategies and initiatives. Beth was also a partner at Honigman Miller Schwartz and Cohn and a law clerk to Michigan Supreme Court Justice G. Mennen Williams. She has served on several non-profit boards including the World Environment Center, InForum Center for Leadership, Keystone Center and the Alliance for Automobile Manufacturers. Her primary responsibilities within TPG included leading the Sustainability and ESG program development, strategy and deployment across the Firm, engaging with portfolio companies to build sustainable businesses, and assisting deal teams on due diligence matters. Ms. Lowery was a member of the PRI Private Equity Advisory Committee and is currently a Board Member of Denali Water Solutions, a member of the Caesars Entertainment CSR External Advisory Board and on the Corporate Eco Forum Advisory Board.
Esther Pan Sloane
Head Partnerships, Policy, & Communications Unit
United Nations Capital Development Fund (UNCDF)
Esther Pan Sloane, a U.S. national, joined UNCDF as the Head of the Partnerships, Policy and Communications in October 2016.
Prior to joining UNCDF, Esther was a U.S. diplomat for 10 years. As Adviser at the Permanent Mission of the United States to the United Nations in New York, she was on the U.S. team that negotiated the 2030 Agenda and the Sustainable Development Goals. She also served on the Executive Boards of UNDP, UNICEF, UNOPS, and UNFPA, pushing the agencies to become more efficient, effective, and accountable for results.
Esther previously served as a U.S. diplomat in China and the United Kingdom, as well as at the State Department Operations Center in Washington.
Prior to joining the U.S. Foreign Service, Esther worked as a journalist in print, radio, and magazines. Esther graduated from Stanford University with a BA with honors in English and International Relations and earned an MA in Theater and Performance from the University of Cape Town, which she attended on a Fulbright Fellowship.
Senior Manager, TCFD Technical Capacity Building
Fiona joined CDSB in 2019 having previously spent 6 years working in corporate sustainability reporting and strategy. At CDSB she is focused on delivering TCFD training and capacity building activities to drive greater uptake of climate risk disclosure by companies. Prior to this, she worked in sustainability consultancy, advising corporate clients on ESG strategy and risk, as well as for the energy company Centrica. At Centrica, she managed sustainability data collection, non-financial assurance and responsible investor engagement. Fiona has a BSc in Geography from Durham University and is a Practitioner member of the Institute of Environmental Management and Assessment (PIEMA). She is currently completing an MSc in Carbon Management at the University of Edinburgh.
Long Term Infratsructure Investors Association
François Bergere, joined the Long-Term Infrastructure Investors Association as Executive Director in September 2018. He has a long and diversified professional experience in the fields of public management, project and infrastructure finance, having worked as a senior auditor at the French supreme audit institution, a manager of multinational Equity Investment funds in infrastructure; and in the French ministry of Finance to set-up and manage the PPP task force ( from 2005 to 2014), before joining the World Bank from 2014 as Program Manager for PPIAF (Public-Private Investment Advisory facility) , a trust-fund aimed at creating an investment-enabling environment for private sector participation in infrastructure.
Founded in 2014, LTIIA gathers around 40 institutional investors active globally and aims to proactively engage with public stakeholders & regulators in public advocacy for the investing community, develop financial performance benchmarks and share best ESG & Sustainable development practices so as to promote quality infrastructure as a full-fledged asset class.
Associate Director, Economic Policy
Center for American Progress
Gregg Gelzinis, is an associate director for Economic Policy at the Center for American Progress. Gelzinis focuses primarily on financial institutions, financial markets, and consumer finance policy. His analysis has been quoted in The New York Times, The Washington Post, The Wall Street Journal, and other publications, and he has testified before the U.S. Senate.
Before joining American Progress in 2016, Gelzinis completed a graduate school fellowship at the U.S. Department of the Treasury in the Office of Financial Institutions. During his undergraduate career, he held internships at Swiss Re, the Federal Home Loan Bank of Atlanta, and in the office of Sen. Jack Reed (D-RI). Gelzinis graduated summa cum laude from Georgetown University, where he received a bachelor’s degree in government and a master’s degree in American government, and was elected to the Phi Beta Kappa Society. He is a Massachusetts native and a die-hard Boston sports fan.
Director of Impact Policy
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.
Partner & Global Director Climate Change & Low Carbon Economy Transition (LCET)
James Stacey is Partner and Global Director Climate Change and Low Carbon Economy Transition (LCET) at ERM.
James previously led ERM’s London based Financial Services practice. A business focussed towards ESG, M&A transaction support, Climate-related financial risk, sustainable finance, value creation, impact investing.
He is a senior sustainability professional with 27+ years of private equity, banking and professional services experience, working in senior roles at the interface between environment/ sustainability; finance and investment; business strategy and performance.
James was previously a founding Principal Partner at Earth Capital, the US$1.4BN AUM clean tech and clean energy infrastructure asset manager. Earlier he was Global Head of Sustainable Business at Standard Chartered. In these roles James was either a member of or reported to ExCom and a member of Investment/ Approval Committees. He delivered both organisation’s ESG/ sustainability strategies, directed E&S risk and external relations, and contributed to investment research and strategy, including codeveloping & launching Standard Chartered’s US$10bn clean energy infrastructure business.
Earlier James led KPMG’s UK Sustainability consulting and global environment transaction services practices.
James co-authored the G20 Financial Stability Board (FSB, Chair Mark Carney) Task Force for Climate-related Financial Disclosures (TCFD, Chair Michael Bloomberg) Technical Guidance for Scenario Analysis, 2017; the now globally referenced approach to determining implications of climate change to future financial performance.
James is a Fellow at the University of Cambridge Institute for Sustainability Leadership, with whom he has delivered sustainability leadership development to senior and C-Suite executives for over 12 years.
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.
Jeremy Deaton is managing editor at Yale Environment 360, an online environmental magazine based at Yale University. He is also a regular contributor to The Washington Post. Jeremy has covered climate and energy for more than six years, with his work appearing in outlets such as Popular Science, Scientific American, Fast Company, Quartz, HuffPost, Teen Vogue, Bloomberg CityLab, The Nation, Mother Jones and NBC News.
Founder & CEO
Jonathan Ha is the founder and CEO of Seneca ESG, a business intelligence company delivering solutions for corporate sustainability assessment, reporting, and integration with financial services.
Mr. Ha is a seasoned entrepreneur and technology advisor, and has experience applying AI, machine learning, big data, and blockchain technologies to address real-world business problems. Jonathan studied computer engineering and economics at the University of Pennsylvania, and subsequently received an MBA from the UC Berkeley Haas School of Business. Mr. Ha is a CFA charterholder.
Vice President for Sustainable Development
The World Bank
Juergen Voegele Vice President for Sustainable Development Juergen Voegele, Ph.D., assumed the position of Vice President for Sustainable Development at the World Bank on April 1, 2020. In this role, he oversees the work of Global Practices and thematic groups that bring together the best expertise from across the World Bank Group and from partners, to help countries tackle their most complex challenges in the area of sustainable development. The practices and groups under his responsibility include Agriculture and Food; Climate Change; Environment, Natural Resources and Blue Economy; Environmental and Social Framework Implementation Unit; Social Development; Urban, Disaster Risk Management, Resilience and Land; and Water.
Prior to this appointment, Dr. Voegele was Global Director of the World Bank’s Climate Change Group and Senior Director of the World Bank’s Agriculture and Food Global Practice. Dr. Voegele is chair of the CGIAR System Council Board, which oversees agricultural research programs tackling poverty, food and nutrition security, and improved natural resource management around the world. Since 2016, Dr. Voegele has served as co-chair of the Global Future Councils of the World Economic Forum. He is also a member of the EAT Foundation Advisory Board since May 2017.
Since joining the World Bank in 1991, Dr. Voegele has held several assignments, chairing the Agriculture and Rural Development Sector Board as well as the Environment Sector Board, leading the Agriculture Unit in China, the Agriculture and Rural Development Unit of the Europe and Central Asia Region, and the Agriculture and Rural Development Department of the World Bank (later recast as the Agriculture and Environmental Services Department). Career highlights include his leadership of the acclaimed Loess Plateau watershed management project in China and managing a multi-sectoral team that disbursed more than $1 billion for 70 projects in response to the global Avian influenza crisis.
Those latter efforts were replicated during the 2008 global food crisis. Dr. Voegele holds a PhD in Agricultural Economics and a Master’s in Agricultural Engineering from the University of Hohenheim, in Germany.
Senior Vice President for Sustainable Investment
Julie Gorte is Senior Vice President for Sustainable Investing at Impax
Asset Management LLC, the North American division of Impax Asset
Management Group and investment adviser to Pax World Funds. She oversees environmental, social and governance-related research on prospective and current investments as well as the firm’s shareholder engagement and public policy advocacy. Julie is also a member of the Impax Gender Analytics team.
Prior to joining the firm, Julie served as Vice President and Chief Social Investment Strategist at Calvert. Her experience before she joined the investment world in 1999 includes a various number of roles. Julie spent nearly 14 years as Senior Associate and Project Director at the Congressional Office of Technology Assessment. Additionally, she has held the roles of Vice President for Economic and Environmental Research at The Wilderness Society, and Program Manager for Technology Programs in the Environmental Protection Agency’s policy office and Senior Associate at the Northeast-Midwest Institute.
Julie serves on the boards of the Endangered Species Coalition, E4theFuture, Clean Production Action and is the board chair of the Sustainable Investments Institute.
Julie received a Ph.D. and Master of Science in resource economics from Michigan State University and a Bachelor of Science in forest management at Northern Arizona University.
Global Lead, Sustainability
AWS - Data Exchange
Kelci Zile leads Sustainability for AWS Data Exchange. She is responsible for connecting AWS customers across industries with the data they need to drive sustainability-related research, innovation and decision making. She primarily focuses on Environmental, Social and Governance data applications within the Financial Services, Consulting and Insurance space. Her specializations include: portfolio screening, climate risk mitigate and exposure pricing, and emissions calculations. She has been at Amazon for 5+ years, previously running international marketing for Prime Video Direct, and driving discovery of emerging video content. Kelci is also the Co-Chair for Inside Sustainability on the Amazon Global Sustainability Ambassadors Board, and in her free time she enjoys upcycling clothing and home goods.
Co-founder and CEO
Kentaro Kawamori, the CEO and Co-founder of Persefoni, was the youngest Chief Digital Officer ever at a Fortune 500 energy company. His career has focused on the software space and includes time spent as a Cloud strategy consultant at Accenture and a Venture Partner focused on early-stage SaaS companies. In 2020, Kentaro was recognized by Forbes on its 30 Under 30 list.
Senior Program Director of the Ceres Investor Network
Kirsten leads the Ceres Investor Network and all investor initiatives. She also represents Ceres on the West Coast as Director of Ceres’ 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 college age sons.
Laura joined CDSB’s technical team in 2021 to develop technical material on natural capital, with a focus on biodiversity. This builds upon her multi-disciplined background, which spans research, consultancy, and environmental policy. Before joining CDSB, Laura worked as a Policy Officer at the British Ecological Society, involving the production of a policy-focused report on Nature-Based Solutions to Climate Change in the UK. As well as training as a chartered accountant and working as a Senior Economic Analyst at Ernst and Young, her professional experience includes providing innovative sustainability consulting services using a total capital accounting framework and volunteering with marine conservation NGOs in Mozambique. She holds a BA in Economics and an MSc in Conservation and Biodiversity.
Vice President of Programs and Content Strategy
Lesley Hunter oversees the design and implementation of ACORE’s programs, initiatives and work streams; aligns operations and supports the Chief Executive Officer in carrying out the organization’s mission. She has previous experience overseeing the creation of ACORE’s publications, managing the National Defense and Security Initiative and developing content for programs and events. Before joining ACORE, she held positions at the United Nations Foundation and the Global Energy Network Institute. She is a graduate of the University of California, San Diego, where she studied international relations, anthropology and history.
Magnus Billing is the CEO of Alecta. Alecta provides collectively agreed occupational pensions, and is owned by approximately 2.4 million private customers and 34,000 corporate clients. Alecta’s assets under management amount to approximately USD 90 billion.
In 2016 Mr. Billing was appointed to be member of the European Commissions’ “high-level expert group” on sustainable finance. In January 2018, the group delivered their final recommendations for “a comprehensive EU strategy on sustainable finance as part of the Capital Markets Union”, which informed the Commissions’ Action plan on Sustainable Finance launched in 2018.
Prior to joining Alecta, Mr. Billing was the CEO of Nasdaq Nordics, and Head of Fixed Income Nordic and Baltic Markets. Within Nasdaq he previously held the position as Chief Legal Counsel and Senior Vice President of Nasdaq Group, Inc.
Mr. Billing has served as director of Federation of European Securities Exchanges, Swedish House of Finance and as an alternate director of the Swedish Corporate Governance Code Board of Directors. He holds a degree in Law from Stockholm University.
Executive Vice-President & Head
As Executive Vice-President and Head of CDPQ Global, Mr. Blanchard is responsible for CDPQ’s three main regional operations outside of Canada: United States/Latin America, Europe and Asia Pacific. As such, he is responsible for CDPQ’s international offices, with the objective of diversifying the portfolio by taking a holistic view in approaching the various markets. In addition to representing CDPQ with key stakeholders in global organizations, his mandate includes ensuring visibility as a partner of choice in targeted geographies. He sits on the Executive and Investment-Risk Committees.
Mr. Blanchard has a solid track record as a lawyer, as well as in business and international affairs. Before joining CDPQ in September 2020, he was Ambassador and Permanent Representative of Canada to the United Nations in New York from 2016 to 2020. In that role, he demonstrated exceptional leadership in promoting better alignment of capital with sustainable development. From 2017 to 2020, he sat on Canada’s North American Free Trade Agreement Council. Prior to that, he was Chairman and Chief Executive Officer of McCarthy Tétrault, one of Canada’s leading law firms. In the 20 years he worked there, he also served as Managing Partner for Québec, litigator and strategic advisor for companies.
In addition to a Bachelor of Laws from Université de Montréal, Mr. Blanchard holds an LLM in Public International Law from the London School of Economics and Political Science. He also holds a Master’s in Public Administration and a Master’s in International Affairs, both from the School of International and Public Affairs at Columbia University. He was called to the Québec Bar in 1992.
Sustainable Investment Forum North America
Mark Barton is one of the best-known anchors in global business television news.
Mark was was one of five journalists who founded Bloomberg Television’s European operations in London in the mid-1990s. Over the next two decades played an integral role in establishing Bloomberg TV as a global financial and business news network, broadcast in almost half a billion homes in over 70 countries.
Mark anchored all of Bloomberg Television’s prime-time programs over a 23-year career, breaking and analysing the biggest global business, financial market and geopolitical events of the past two decades, including six UK general elections, six US elections, the global financial crisis and Brexit. He also conducted over 20,000 interviews with world leaders, finance ministers, central bankers and chief executives, including Bill Gates, Shimon Peres and Jean-Claude Trichet.
Mark left Bloomberg Television in August 2018 to embark on a new career as a moderator, media trainer and communications & public relations specialist.
He moderates panels on business, tech, financial markets, politics, sport & social issues, and gives coaching sessions to elevate presentation & broadcast interview skills.
V.P Sales & Marketing
As vice president of sales and marketing for EVBox Group North America, Mark Henderson is responsible for nurturing relationships with EVBox customers and partners in the United States and Canada. His portfolio includes aligning the needs of the growing North American electric vehicle marketplace with product and service solutions for EV charging.
Mark’s believes that the transition to a net-zero economy represents an unprecedented opportunity for investment in EVs and EV infrastructure. Throughout his career, he’s played an integral role in improving the corporate social responsibility of businesses. He’s worked with utilities, government agencies, and major corporations on finding cost-effective sustainability solutions to help them reduce their environmental impact.
With a vision to build a sustainable future where everyday transport is electric and emission-free, Mark’s focus is on providing flexible and scalable electric vehicle charging solutions across the continent.
Martina L. Cheung
President, S&P Global Market Intelligence, Head of Sustainable1
Martina L. Cheung is President of S&P Global Market Intelligence, one of the four divisions within S&P Global, Inc. (NYSE: SPGI). Ms. Cheung also serves as S&P Global’s Head of ESG, and in this capacity is responsible for driving the enterprise-wide growth strategy for ESG. Ms. Cheung is an elected member of the Economic Club of New York, and in 2019, was appointed to the U.S. Commodity Futures Trading Commission’s (CFTC) subcommittee on Climate-Related Market Risk.
Ms. Cheung joined S&P Global in 2010 as Vice President of Operations and went on to serve as S&P Global’s Chief Strategy Officer, where she was responsible for the execution and measurement of S&P Global’s continuing expansion of its global footprint. Most recently, she served as Head of Risk Services in S&P Global Market Intelligence, where she helped monetize and leverage S&P Global’s significant risk intellectual property to serve clients in managing complex risk challenges. Ms. Cheung also formally served on the Board of CRISIL.
Prior to joining S&P Global, she worked in the consulting industry, first in Accenture’s Financial Services Strategy group and later as a Partner at Mitchell Madison Consulting. She holds a bachelor’s degree in Commerce and a master’s degree in Business Studies from University College Galway.
Global Head of Impact
The Carlyle Group
Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm’s investment diligence and portfolio company engagement work on material ESG issues.
Prior to joining Carlyle, Ms. Starr was within Goldman Sachs’ Investment Management Division, where she helped build the ESG and impact investing business. Previously, Ms. Starr served in roles at The JPB Foundation, a $3.8B private family foundation based in New York City.
Ms. Starr received an M.B.A. and a Certificate in Public Management and Social Innovation from Stanford University’s Graduate School of Business, where she was an Arbuckle Leadership Fellow, and an A.B. in Environmental Science and Public Policy from Harvard College, where she graduated magna cum laude with highest honors in field of concentration.
Director of Policy & Utility Programs
As director of policy and utility programs at EVBox North America, Megha Lakhchaura is a passionate advocate for the critical role that policy must play to drive the electrification of transportation toward net zero. A part of EVBox Group, EVBox provides flexible and scalable electric vehicle charging solutions that ensure universal access to electric mobility..
Before joining EVBox, Megha directed policy at Sunrun Inc., leading the company’s market and regulatory policy in California. Earlier, she served the California Public Utilities Commission for more than seven years, working on wholesale electricity market issues, including power planning and procurement, resource adequacy, and renewable portfolio standards.
Building on her regulatory and policy background in California—the U.S. leader in EV adoption—Megha now heads policy efforts for EVBox, the global market leader in EV charging infrastructure. EVBox has an installed base of over 200,000 charging ports in over 70 countries, including the U.S. and Canada.
She holds a Masters of Public Policy degree from the University of California Los Angeles Luskin School of Public Affairs.
CFA, CAIA, Chairwoman of The Investment Committee
David Rockefeller Fund
Nili Gilbert, CFA and CAIA, is a board member and Chairwoman of the Investment Committees of both the
David Rockefeller Fund and the Synergos Institute as well as a Senior Advisor at BCG. She also serves on
the Social Mission Board of Seventh Generation, a wholly-owned subsidiary of Unilever. She is the Chair
of US Policy for the UN-Convened Asset Owner Alliance, and sits on the CEO Principals Group of the
Glasgow Financial Alliance for Net Zero in addition to the State of California’s Climate-Related Financial
Risk Advisory Group. Previously, she was Co-Founder and Portfolio Manager of Matarin Capital, which
became one of the largest women-owned asset managers in the US.
Nili is a recurring speaker for CNBC and Bloomberg television, among others. She has been honored as a
World Economic Forum Young Global Leader, LinkedIn TopVoice in Finance, Entrepreneur of the Year by
the National Association of Securities Professionals, and Bloomberg BusinessWeek “One to Watch.” She
is a permanent member of both the Council on Foreign Relations and the Economic Club of New York.
Nili received her BA, magna cum laude, from Harvard University, her MBA from Columbia Business School,
where she was a Toigo Fellow, and she has completed programs in leadership and sustainability at Oxford
and Stanford Universities.
Chief Investment Officer
Breckinridge Capital Advisors
Oggie is Breckinridge’s chief investment officer. As CIO he chairs the Investment Committee, which is responsible for managing the firm’s investment process. Oggie oversees the development of the investment strategy within the Investment Committee, and ensures the strategy’s implementation across trading, research, and portfolio management. He is also a member of the Executive Committee.
Prior to joining Breckinridge in 2021, Oggie was Retirement Income Solutions Investment Lead at Fidelity Investments. In this role, he led investment and product teams to develop innovative investment solutions for workplace and retail markets, incorporating lifetime income guarantees for people who are nearing and living in retirement. Before joining the retirement income cross-company initiative in 2020, Oggie led Fidelity’s Global Institutional Solutions (i.e. outsourced chief investment officer) team responsible for managing customized multi-asset and LDI mandates for institutional investors and intermediaries with primary focus on defined benefit plans, endowments, foundations and family offices. In this role, he provided investment leadership and oversight on $22 billion in client AUM invested across proprietary and third-party equity, fixed income and alternative strategies.
Oggie joined Fidelity’s institutional asset management unit in 2007 as a quantitative analyst, supporting a build-out of the firm’s target date funds along with its multi-asset risk management platform. In 2010, he was named a co-portfolio manager on strategies run by the newly established Global Institutional Solutions team, which he successfully led from 2014-2019. Oggie began his financial services career in 2005 as a quantitative analyst at State Street Global Markets where he conducted research and developed U.S. and Canadian long-short equity-market-neutral portfolios.
Oggie holds a bachelor and master of science degrees in mechanical engineering, as well as a master of science in management and master of business administration degrees, all from the University of Florida. He is currently pursuing a part-time master of information in data science and machine learning degree from University of California, Berkeley. He is also a Certified Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM) charter holder and held an adjunct faculty position at Bryant University from 2010-2012, teaching undergraduate finance and investment courses.
Patrick Wood Uribe
Before joining Util, Patrick was Head of Business Development and Academic Research at Kensho, the leading provider of AI to sophisticated financial institutions. In 2018, Kensho was acquired by S&P in the world’s largest AI acquisition to date.
Director, Inflation Sensitive
As the Director of the Inflation Sensitive asset class for the California State Teachers’ Retirement System (CalSTRS), Paul Shantic manages a team of 10 investment professionals responsible for the management and gathering of assets with a close linkage to inflation. Current commitments total $11.1 billion. Commodities, infrastructure, agriculture, timber and U.S. TIPS are part of that mandate. Total unit AUM is $11.0 billion.
Mr. Shantic has been with CalSTRS for just over 25 years. He has served as Acting Co-Director of Fixed Income and was also the Portfolio Manager for the $7.2 billion Investment Grade and High Yield portfolios along with a team of five trader/analysts. Mr. Shantic has also managed the System’s MBS and Liquidity Portfolios. He assisted with the start-up of the CalSTRS’ Credit Enhancement Program and has worked as a public funds manager for a number of public agencies throughout the State of California.
Mr. Shantic holds advanced degrees in Business, Portfolio Management, Public Administration, Conflict Resolution, and Government. He received a Bachelor of Arts in Political Science and Philosophy from the University of Redlands.
Notre Dame Alumni Professor of Accountancy and Academic Director, CARE
Mendoza College of Business, University of Notre Dame
Professor Easton’s expertise in accounting and valuation is widely recognized by the academic research community and by the legal community. Professor Easton has been qualified as an expert witness in the Delaware Chancery Court and he has consulted on valuation issues for investment firms and accounting firms in Australia, the UK, and the USA.
Professor Easton holds undergraduate degrees from the University of Adelaide and the University of South Australia. He holds a graduate degree from the University of New England and a PhD in Business Administration (majoring in accounting and finance) from the University of California, Berkeley.
Professor Easton’s research on corporate valuation has been published in the Journal of Accounting and Economics, Journal of Accounting Research, The Accounting Review, Contemporary Accounting Research, Review of Accounting Studies, and Journal of Business Finance and Accounting. Professor Easton has served as an Associate Editor for 11 leading accounting journals and is currently an Associate Editor for the Journal of Accounting Research, Contemporary Accounting Research, Journal of Business Finance and Accounting, and Journal of Accounting, Auditing, and Finance. He is an Editor of the Review of Accounting Studies.
Professor Easton has held appointments at the University of Chicago, the University of California at Berkeley, Ohio State University, Macquarie University, the Australian Graduate School of Management, the University of Melbourne, and Nyenrode University. He is a member of the Scientific Council of CentER, Tilburg University and is the recipient of numerous awards for excellence in teaching and in research. Professor Easton regularly teaches accounting analysis and security valuation to MBAs.
He, together with John Wilde, Mary Lea McAnally, and Robert Halsey, is author of “Financial Accounting for MBAs,” now in its sixth publication; “Financial & Managerial Accounting for MBAs,” authored with Robert Halsey, Mary Lea McAnally, Al Hartgraves and Wayne Morse is in its fourth edition; “Financial Statement Analysis and Valuation,” authored with Mary Lea McAnally, Patricia Fairfield, Xiao-Jun Zhang and Robert Halsey is currently in its third edition; and “Estimating the Cost of Capital Implied by Market Prices and Accounting Data,” was published in Foundations and Trends in Accounting in 2009.
Senior Advisor, Policy & Communications
Office of Rhode Island General Treasurer Seth Magaziner
Randy Rice has been working in ESG investing since 1995, beginning his career at Ceres, a nonprofit that engages with investors and companies to find solutions to sustainability challenges. While on staff, he participated in the 1997 summit to draft the initial sustainability report framework for the Global Report Initiative.
Randy subsequently spent 17 years with Trillium Asset Management, an investment firm which is exclusively focused on ESG investing. During his tenure, he managed the firm’s Community Impact investment portfolio prior to serving as Director of Communications.
Randy joined Rhode Island Treasurer Seth Magaziner’s office in 2016 and serves as Senior Advisor on Policy and Communications. He leads the office’s corporate engagement work, encouraging companies in the pension system’s investment portfolio to adopt sustainable business practices, with a goal of creating long term value for the members of the State’s pension system.
Chief of Standards & Innovation
Rick Walters is Chief of Standards and Innovation at GRESB and is an experienced sustainability professional with a diverse background covering more than 25 years’ experience in sustainability, investment, engineering and management. GRESB’s mission is to enhance and protect shareholder value by assessing and empowering sustainability practices in the real asset sector. Previous to joining GRESB, Walters was a founder of the Infrastructure Sustainability Council of Australia where he led the development of its sustainability rating scheme, the first of its kind in Australia.
Global Head of Sustainable Investment
Rodolphe Bocquet leads Qontigo’s expansion of indexing and analytics in the ESG space as Global Head of Sustainable Investment. A pioneer and innovator in ESG investing, Rodolphe most recently served as an independent sustainability consultant working with a range of clients, including the World Bank and the Inter-American Development Bank. In 2014, he co-founded and served as Chief Executive Officer of Beyond Ratings, a startup created to better integrate long-term sustainability drivers and their impact on investments. Beyond Ratings was acquired by the London Stock Exchange Group in May 2019.
Bocquet began his career in trading and risk management at Société Générale, but shifted his focus in 2001 to energy, climate and sustainability, holding positions with Carbone 4, AFTER, Agence Française de Développement, Conseil Régional d’Aquitaine, ADEME (Environment and Energy Management Agency), Eco-Carbone and other organizations.
Bocquet earned an MBA from HEC Paris, which included studies at the Stern Business School of New York University. He also holds a master’s degree in Environmental Engineering from Mines ParisTech ISIGE.
CEO & Founder
Dr. Ron Dembo is one the world’s leading authorities in risk management. He has had a distinguished teaching and research career at Yale University and as a visiting professor at MIT. He is also the Founder and CEO of several successful firms, including Algorithmics Incorporated, providing risk management solutions to 70% of the world’s top hundred banks, and Zerofootprint, providing innovative solutions for offsets and carbon reduction to over 250 large firms.
Dr. Dembo’s latest venture, Riskthinking.AI, leverages his expertise in risk management, algorithms and carbon to tackle one of the biggest hurdles facing companies today: measuring climate-related financial risk. Riskthinking.AI’s unique, algorithmically-generated, science-based, multi-factor scenarios, reveal the distribution of risks facing physical and investment assets, consistently across transition risk scenarios.
Dr. Dembo has published extensively in peer reviewed scientific publications and received many patents and awards for his research. In 2007, he was honored as a Distinguished Alumnus, Waterloo University, and as a Lifetime Fellow at The Fields Institute for Research in Mathematical Sciences.
Climate Bonds Initiative
Sean Kidney is CEO of the Climate Bonds Initiative, an international NGO, working to mobilize global capital for climate action. Projects include a green bond definitions and certification scheme with $34 trillion of assets represented on its Board; working with the Chinese central bank on how to grow green bonds in China; market development programs in Brazil, Mexico, ASEAN and Africa; and market tracking services for the green bonds industry. He is a member of the European Commission’s Platform on Sustainable Finance, and was a member of its predecessors, the 2017 EU High Level Expert Group on Sustainable Finance and the EU Technical Expert Group on Sustainable Finance. He is also a member of green finance committees in China, India, Mexico and Kazakhstan. Sean is also a Professor in Practice at SOAS University of London.
EVP & Chief Sustainability Officer
Tim Mohin is the chief sustainability officer for Persefoni AI. Formerly, Mohin served as chief executive of the Global Reporting Initiative; he has also held sustainability leadership roles with Intel, Apple, and AMD and worked on environmental policy within the U.S. Senate and EPA. He is the author of Changing Business From the Inside Out: A Treehugger’s Guide to Working in Corporations.
Harvard Business School
Vikram S. Gandhi is a senior lecturer at Harvard Business School, where he developed and teaches HBS’s first course on impact investing. He brings 23 years of experience in investment banking to influence and inform the ways that impact investing is shaping investors’ responses to global markets. He is the founder of Asha Impact, an impact investing platform set up by socially conscious individuals to leverage combined capital, networks and expertise to address critical development challenges facing India and other emerging economies. He is also a senior advisor to the Canada Pension Plan Investment Board (CPPIB).
During his previous 23-year career in investment banking at Credit Suisse and Morgan Stanley, Vikram focused on advising Boards of Directors and CEOs around the globe on strategic direction and the implementation of major mergers, acquisitions, and capital raising initiatives, and helped establish Morgan Stanley’s presence in India. He holds an MBA from the Harvard Business School, and a B.Com from the University of Mumbai. He is a member of the Young Presidents Organization (YPO) since 1997 and is a qualified Chartered Accountant.