President, Seal Cove Financial
With nearly three decades of experience in developing and implementing strategies in the institutional investment industry, Lauryn Agnew provides leadership and insight to public fund trustees, non-profit boards and committees and to investment consulting and advisory firms.
Lauryn serves not only as a resource to non-profit organizations for investment consulting services and provides fiduciary education and trustee training for public fund and non-profit board and committee members, she also offers strategic marketing analysis and recommendations to firms with specialized investment strategies.
Currently, Lauryn is a Trustee on the Board of the San Mateo County Employees’ Retirement Association (SamCERA), is Chair of both investment committees at the United Way of the Bay Area and the Girl Scouts of Northern California, and is a member of the finance committee of the Immaculate Conception Academy of San Francisco. Lauryn has a BA degree in Economics from Whitman College in Walla Walla, Washington and an MBA in Finance from the University of Oregon. She is a member of the CFA Society of San Francisco and the Financial Women’s Association of San Francisco.
Founder and CEO, Honeybee Capital
Katherine Collins is Founder and CEO of Honeybee Capital, an investment research firm focused on sustainable investment issues. Previously, she had a long career at Fidelity Management and Research Company, where she served in numerous capacities; as Head of US Equity Research, she led one of the largest buy-side research operations in the world. As Portfolio Manager, she was solely responsible for investment decisions for the multi-billion dollar Fidelity America funds while based in London, and for the entire range of Fidelity Mid-Cap Funds while based in Boston. Every fund that Katherine managed at Fidelity outperformed its relevant benchmark index during her tenure. As Analyst, she managed several different industry-specific funds and researched over a dozen different industries. Katherine also spent two years at the Fidelity Foundations, acting as Program Officer for these large philanthropic organizations.
She has traveled the world as an active volunteer for Habitat for Humanity, and has held numerous volunteer positions with Wellesley College and its Business Leadership Council. Katherine serves as Co-Chair of the Board of Common Impact, a nonprofit that facilitates collaborations between global companies and local nonprofits, and as a member of the Board of Overseers of the Brigham and Women’s Hospital. She is an alumna of Wellesley College, holds a CFA designation, and is currently pursuing graduate studies at the Harvard Divinity School.
Managing Director, Potrero Impact Advisors
Dan Crisafulli created Potrero Impact Advisors in October 2010, building on a long career as an early stage investor focused on emerging markets. Previously, he served as director of investments at the Skoll Foundation, which he joined in 2007. A leader in “new philanthropy” and social investing, the Skoll Foundation was created by eBay founding president Jeff Skoll with the goal of driving large-scale change through entrepreneurial approaches. Dan led Skoll’s work in impact investing, including direct and fund investments, and he played a key role in creating partnerships to advance the field of social entrepreneurship.
Chief Investment Officer, Bronze Investments
Stephen DeBerry makes angel and venture capital investments in companies that align strong financial returns with positive social impact. He is the Chief Investment Officer at Kapor Enterprises and the Founder of Bronze Investments. His fiduciary responsibilities exceed $4 billion.
Previously, Stephen was Investment Director at Omidyar Network, the mission-based investment firm started by eBay Founder Pierre Omidyar and his wife, Pam. Before that Stephen was a Senior Manager of Business Development at Interval Research, the research lab established by Microsoft Co-Founder, Paul Allen.
Stephen is a Trustee and Member of the Investment Committee at The California Endowment. He is the Chairman of Friends of New Orleans and also serves on the boards of The Association of Marshall Scholars and The Dalai Lama Foundation. Stephen earned a Bachelor’s Degree in Anthropology with highest honors from UCLA as well as a Master’s Degree in Social Anthropology and a Master of Business Administration Degree from Oxford University. He is a Marshall Scholar and a Crown Fellow at the Aspen Institute.
Portfolio Manager, Phocas Financial Corporation
Kevin is a Portfolio Manager at Phocas Financial Corporation. He has over twenty years of experience in the financial services industry, the bulk of which was in the institutional asset management arena.
Prior to joining Phocas Financial Corporation, Kevin was the Director of Research at Leading Edge Investment Advisors, a “manager of managers” for institutional investors, and was responsible for developing both traditional relative return as well as absolute return products for institutional investors. During that time, he also collaborated intensely with the California State Teachers’ Retirement System (CalSTRS), as well as the California Public Employees’ Retirement System (CalPERS), an undertaking that led to a series of surveys and conferences. That project examined attitudes to diversity in the investment management industry, and worked to quantify potential benefits, or costs, to pension plan members of diversity among investment managers.
Kevin was also a Generalist Investment Analyst at General Motors Asset Management, working as the sole investment analyst covering small cap growth stocks. While previously employed as a Multi-sector Investment Analyst at the then Dresdner Bank, and at Value Line Publishing, he analyzed, and authored research reports on, companies in such diverse industries as aerospace, capital equipment, commercial banking, computer services, cement and construction aggregates, defense, food, insurance, integrated oil, media, specialty chemicals, and tire and rubber. Kevin began his financial services career as a Mergers and Acquisitions Analyst at Lehman Brothers, and earned his BA in Economics from Yale University.
Portfolio Manager, Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
Janice is a Portfolio Manager in the Corporate Governance unit at the California State Teachers’ Retirement System (CalSTRS). CalSTRS is a public pension fund established for the benefit of the California public school teachers over 80 years ago. CalSTRS serves over 800,000 members, retirees and beneficiaries. CalSTRS is a defined benefit plan. As of December, 2010, the fund had approximately $149 billion in assets; Corporate Governance represents about $3 billion of these assets. The remainder is allocated to fixed income, global equities, real estate, and alternative investments. Janice is responsible for the day-to-day management and the development of policies and guidelines relative to the relational investment managers and corporate affairs.
Janice is a graduate of Trinity College in Hartford, attended Albany Law School and has done extensive coursework in the Masters in Economics program at Trinity. Janice has over twenty years of experience in the investments area, almost equally split between the public and private sectors. CalSTRS’ Corporate Governance guidelines and most recent fiscal year domestic proxy votes can be found on the fund’s web site at calstrs.com.
Author of ECO AMAZONS and Founder of EMERGE AMERICA
Dorka has been a leader in the women’s movement for the last two decades. She is a founder of EMERGE AMERICA (emergeamerica.org), the premier training program for Democratic women who plan to run for political office, with offices in nine states. She has been appointed three times and currently serves on the San Francisco Commission on the Status of Women, chairing the Justice & Courage Domestic Violence Project.
Dorka also works in the arts. Currently, she is completing ECO AMAZONS, the first illustrated book on American women environmentalists, with photographs by Colin Finlay, to be published in 2011. Dorka also produces and hosts the arts and culture radio and internet program, KEEHN ON ART (keehnonart.com.) In 2008, she finished The Language of the Birds, a solar powered permanent sculpture commissioned by the San Francisco Arts Commission, which was voted one of the best public artworks in the U.S. by Americans for the Arts. Also a filmmaker, she has produced several films for television including the two-time Emmy award-winning documentary, OF CIVIL WRONGS AND RIGHTS: The Fred Korematsu Story.
Co-Founder, KL Felicitas Foundation
Dr. Charly Kleissner is a philanthropic entrepreneur utilizing his high technology background in his venture philanthropy. Together with his wife, Lisa, he co-founded KL Felicitas Foundation (http://www.klfelicitasfoundation.org) which focuses on enabling social entrepreneurs, empowering rural communities, and advocating sustainability, mission, and social investment strategy. Charly is also Co-Founder of the Social-Impact Initiative (http://www.social-impact.org), helping social entrepreneurs worldwide to accelerate and increase their social impact. Charly serves on the Advisory Board of multiple not-for-profit companies such as Acumen Fund, Global Social Benefit Incubator at Santa Clara University, and Global Philanthropy Forum.
Charly is supporting multiple social venture and micro financing funds committed to double and triple bottom line returns. He is on the Advisory Council of MicroVest and Acumen Capital Market I.
Charly has over twenty years of experience as a senior technology executive in Silicon Valley. He held executive and senior engineering management positions at Ariba Inc., NeXT Software Inc., Digital Equipment Corp., and Hewlett-Packard Company.
Charly earned his MS and PhD in Computer Science from the University of Technology, Vienna. He authored two software patents and published numerous articles. Charly received the ‘Distinguished Alumnus’ award from the University of Technology, Vienna.
Co-Founder, KL Felicitas Foundation
Lisa Kleissner is the president of the KL Felicitas Foundation, a family foundation she co-founded with her husband, Charly, in 2000. The Foundation is dedicated to supporting programs that: Empower rural communities and families through sustainable economic and social change; enable social entrepreneurs worldwide to develop and grow economically sustainable, scalable enterprises with high measurable social impact; and advocate their Foundation’s sustainability, mission, and social investment strategy with foundations and socially minded individual investors.
Lisa provides pro-bono architectural, project and construction management services for non-profits both locally and internationally with a focus on culturally appropriate and sustainable design. Additionally, Lisa has led fund raising efforts for a variety of both local and international non-profits focusing on capital and endowment campaigns.
Lisa was raised in Hawaii, attended the Kamehameha Schools and the University of Hawaii at Manoa graduating with a BArch in Environmental Design. She was the Vice President of an architectural firm in Hawaii doing work in Hong Kong, Singapore, Sri Lanka and Malaysia. Most recently, she was the President of The Kleissner Group, an architectural and project management firm in Silicon Valley.
For more information on their Foundation’s investment strategy, check out http://www.klfelicitasfoundation.org.
B. Kathlyn Mead
Executive Vice President and Chief Operating Officer
B. Kathlyn Mead, a veteran health care industry administrator, was named executive vice president and chief operating officer for The California Endowment in May 2007, to oversee the day-to-day operations and management of the private, statewide health foundation. Prior to joining The Endowment, Mead was the CEO of the Council of Community Clinics in San Diego
An established leader within the health care industry, Mead has also served as vice president of the CalPERS sector for Blue Shield of California, and as CEO for Sharp Health Plan from 1996 to 2005. While at Sharp Health Plan, Mead developed and implemented the highly successful FOCUS program, a subsidized premium insurance product designed to expand access to affordable, quality health coverage for employees of small businesses. Mead also was vice president of Managed Care at Children’s Hospital San Diego, where she was responsible for the day-to-day management of contracting, marketing and physician relations. In addition, she has served as the director of Operations for MetLife Healthcare Network, and manager of Provider Networks for Blue Cross of California.
Her outstanding commitment to community service has been recognized by San Diego’s KGTV-10 News which awarded her the Organizational Leadership Award. Mead is also the recipient of the Twin Award from the YWCA of San Diego. She currently serves as a board member of the Insure the Uninsured Project (ITUP) and on the Board of Trustees for the Alliance Healthcare Foundation in San Diego.
Senior Managing Director, Sonen Capital, LLC
Raúl Pomares is a Senior Managing Director of Sonen Capital LLC, where he leads the firm’s overall investment and business activities, and maintains portfolio management responsibilities for select accounts. Prior to forming Sonen, Raúl served as a Managing Director at Springcreek Advisors, where he was in charge of the firm’s portfolio strategy. Previously, Raúl was a Portfolio Manager at Guggenheim Investment Advisors, where he developed integrated multi-manager portfolios for institutional and high net worth clients. In particular, Raúl applied his expertise across a broad range of impact investment themes to create an integrated manager research and portfolio construction methodology for investors. Earlier in his career, Raúl co-founded a boutique wealth management firm where he directed client services and portfolio management. He has also served as an investment advisor, international private banker and consultant on behalf of global financial institutions and private investors.
Raúl is the co-author of Solutions for Impact Investors: From Strategy to Implementation, published in 2009 by Rockefeller Philanthropy Advisors. He is supporting author to Promoting Sustainable Food Systems through Impact Investing, published by the Springcreek Foundation in June of 2011. He is an internationally recognized speaker and contributor to numerous publications on innovative investment solutions for return-oriented investors seeking measurable impact. Raúl serves as a Mentor for the “Global Social Benefit Incubator” (GSBI™), the signature program of Santa Clara University’s Center for Science, Technology and Society. In addition, he is an advisor to the Global Impact Investing Network (GIIN) Impact Base, an initiative to assemble a global comprehensive database of impact investments; and to EKO Asset Management Partner, an environmental market focused asset manager He received his B.S. in International Business Management from the University of San Francisco. He is fluent in Spanish.
David Sawyer is President of Context, a consulting firm with practice areas in strategy, leadership, and culture. Active across sectors, David has played key roles in a variety of fields: sustainable agriculture, education reform, national service, social entrepreneurship, venture philanthropy, and the emerging green economy.
For a decade David directed leadership and service-learning programs at Berea College, receiving the nation’s highest award for voluntary service from the White House and The Servant Leader Award from the National Youth Leadership Council. He was an advisor to Honda’s innovative Eagle Rock School, designed Save the Children’s Appalachian Teen Leadership Program, and traveled to India to meet with the Dalai Lama to help design a Tibetan refugee education program. David worked with the Clinton administration to help launch the nation’s AmeriCorps program, facilitated The New Generation Training Program and other national leadership programs, and in 1997 led a delegation to the Presidents’ Summit for America’s Future.
David spent four years working with energy company BP, coaching senior leaders, designing the cultural integration of the BP/ARCO merger, and facilitating a conference on global climate change in Washington. He helped develop the Denali Initiative, a national fellowship program for social entrepreneurs, and served as executive-in-residence for the Kauffman Foundation, promoting citizen engagement and civic innovation. David served as the first Executive Director of Social Venture Partners Portland and is Chief Culture Officer for gDiapers, the green business making the world’s first flushable/compostable diaper. He is a Senior Network Practitioner with the Monitor Institute and is based in Portland, Oregon.
Chief Executive Officer, Toniic
Morgan Simon is a serial social entrepreneur with particular expertise in impact investment and international development. In addition to leading the global expansion of the Toniic angel investor network as co-Founder and CEO, she is a Founding Partner of Innovación Investments, which is currently launching Texas’s first community development venture capital fund.
As the founding Executive Director of the Responsible Endowments Coalition, Morgan brought together one hundred colleges and universities from across the country, helping to move their $200 billion in endowment dollars towards impact investment. Morgan has also worked with grassroots organizations and the United Nations Development Program (UNDP) in Mexico, Honduras and Sierra Leone, and in domestic microfinance with Women’s Initiative for Self Employment.
She currently serves on the boards of the Social Venture Network, the SJF Institute (affiliated with SJF Ventures) and La Peña Cultural Center. She is also an advisor to Ashoka Youth Ventures and the Ayllu Institute. Her work has been featured in The Wall Street Journal, Washington Post, and other media, and she was profiled as one of Majora Carter’s “Eco-Hero’s” on the Sundance Channel. She received a B.A with High Honors in Economics and Political Science from Swarthmore College.
Senior Fellow, Initiative for Responsible Investment, Hauser Center, Harvard University
Christa Velasquez is a Senior Fellow with the Initiative for Responsible Investment (IRI) at the Hauser Center for Nonprofit Organizations at Harvard University. Her work at IRI includes the integration of industry networks More for Mission and the PRI Makers Network, impact investing advocacy and policy, and the development of social impact bonds.
For the past nine years Christa was the Director of Social Investments at the Annie E. Casey Foundation, a private charitable organization whose principal mission is to help build better futures for disadvantaged children and families in the US. She was responsible for managing the foundation’s $125 million social investment fund. Her work encompassed all aspects of social investing, including program design, developing investment strategies, underwriting and structuring investments and portfolio management. In addition to the investment portfolio, she helped develop the impact investing field and was a co- founder of the More for Mission Campaign and the PRI Makers Network.
Prior to joining the Foundation, Christa spent six years at the consulting firm Brody-Weiser-Burns, specializing in social investing, community development finance and business planning for social enterprises. She received a bachelor’s degree in Latin American studies from the University of Chicago and an M.B.A. from the Yale School of Management.