2012 Take Action! SPEAKERS

2012 Take Action! Archives

Judy Patrick

 

Women’s Foundation of California

Judy Patrick is President and CEO of the Women’s Foundation of California. Prior to her appointment in 2008, Judy held the post of Executive Vice President of Programs for nine years. In that role, Judy led the Foundation’s advocacy and policy change work, including the development of the groundbreaking Women’s Policy Institute. She also worked to develop programs to strengthen grant partners’ organizational capacity and to evaluate the impact of their work.

Prior to coming to the Foundation, Judy directed the work of several nonprofits. She was executive director of the San Francisco-based Women’s Philharmonic and director of Girls Count, a Colorado initiative to change systems that impact girls’ educational achievement and career planning. She also led Mi Casa Resource Center for Women, a Denver organization that advances self-sufficiency primarily for low-income Latinas and youth. She has served on the faculty of the University of Colorado at Denver and Regis University, where she taught program development and evaluation. Judy has worked as a researcher and program evaluator in both the public and private sectors. She serves on numerous boards of directors.

 

Lauryn Agnew

Seal Cove Financial

With nearly three decades of experience in developing and implementing strategies in the institutional investment industry, Lauryn Agnew serves 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 through her company Seal Cove Financial (www.sealcovefinancial.com) .

Currently, Lauryn is a trustee on the Board of the San Mateo County Employees’ Retirement Association (SamCERA), a defined benefit plan with $2.5 billion in assets.  She is the 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.


Patrick Gleeson

Patrick Gleeson is the CEO of Meyer Family Enterprises (MFE) based in Napa, California, a position he has held for eight years.

 

As CEO, Patrick oversees the management of the numerous partner interests for MFE,  manages MFE’s investment portfolios, facilitates the philanthropic vision of the Meyer Family Fund, supports the family’s trusts, works with the Meyer children on various projects, and serves as the business advisor to the family’s winery – Meyer Family Cellars.  He feels fortunate to work for a company that embraces the values of love, joy, respect, excellence, humility, cooperation, and integrity.

 

Prior to joining MFE, Patrick worked for nearly ten years as the Executive Director of the American Vineyard Foundation (AVF).  The AVF is a non-profit organization that serves as the research arm of the California wine and grape industry.  He also worked for six years at Silver Oak Cellars where he was the Northwest Sales Manager and the Marketing Manager.  Patrick is active in the community and serves on the Board of the Napa Valley Community Foundation and the Board of Sureharvest.

 

Patrick grew up in the Napa Valley where he now lives with his wife Pamela, and their two sons Cole and Liam.  He loves to spend time outdoors with his family, running, biking, and skiing.  Patrick loves coaching Little League Baseball and loves working with kids.  Humor is a critical component to Patrick’s daily life – laugh early and often until you get it right – repeat as needed.  Patrick holds a Marketing Degree from California State University, Sacramento.

 

Steve Eichenlaub

Steve Eichenlaub, Managing Director

Platform Technologies, Cleantech, and Healthcare Sector

Intel Capital

 

Steve has been with Intel and Intel Capital since1998.  He is a member of investment committees for Platform Technologies, Cleantech, and Healthcare investments.  Steve leads a worldwide team of investment managers driving equity and technology licensing with companies at all stages of growth, to accelerate the frontiers of technology related to Intel’s long-term strategic interests while driving positive financial return.  Prior to Intel, Steve worked at publically-traded Adobe Systems and Mentor Graphics, and at start-ups Silicon Compiler Systems and GammaMetrics, across a variety of roles spanning venture investing, M&A, business development, strategic and product marketing, sales, and investor relations.  He holds a BS in Electrical and Nuclear Engineering from UC Berkeley, and an MBA from Harvard Business School.

 

Filipe Arango

Felipe Arango, Partner, BSD Consulting and Managing Director, trippplus

 

For more than ten years, Felipe’s energy and attention have been focused on advancing sustainable development as a consultant, a social entrepreneur, a blogger, a speaker, a teacher and an impact investor.

Felipe is a partner at BSD Consulting (business. sustainability. development.), an international network of consultancy firms providing knowledge and solutions for sustainable development.
(http://www.bsd-net.com)

Felipe is managing director at Trippplus Capital, an impact investment firm that scales disruptive innovation. (http://trippplus.tumblr.com)

In the impact investment arena, Felipe has supported financial institutions in the implementation of the Principles for Responsible Investment (PRI), the Equator Principles, the Global Compact and the Global Reporting Initiative (GRI) Financial Sector Supplement. Once an investment banking analyst on Wall Street, he designs systems and develops capacities for the integration of impact and ESG issues in investment decisions, due diligence and monitoring processes. Currently, he leads research with the United Nations Environment Programme Finance Initiative (UNEP FI) on the integration of sustainability in the financial sector in Latin America. He has also worked with social entrepreneurs, impact investors and public agencies in advancing the creation of an ecosystem for an ‘impact economy.’

 

Fran Seegull

Fran Seegull is Managing Director of Investments at ImpactAssets—a non-profit investment firm seeking to increase the flow of capital to impact investing. She oversees product development and manages a suite of products including the Global Sustainable Agriculture and Microfinance Plus notes. Seegull heads investment management for The Giving Fund—a $70 million impact investing donor advised fund.

 

Previously, Seegull was Managing Director and COO of Funk Ventures, a venture capital firm investing in clean technology, sustainability and medical technologies.

 

Seegull has consulted to a range of purpose-driven companies including National Geographic, NPR and many family foundations.  She served as VP of Business Development at Novica, a venture-backed social enterprise offering artisanal products from Asia, Africa and Latin America.

 

Seegull has a BS in Economics from Barnard/Columbia and an MBA from Harvard.  Seegull is board director of the Barbara Lee Family Foundation and is Senior Fellow at the Society & Business Lab at USC’s Marshall School of Business.

 

Rachel Payne

Rachel Payne is Principal, Global Strategic Alliances, at Google, where she worked with the executive team and with senior executives across all product areas to develop strategy and engagement models for Google’s most important partners globally.

Prior to this, Rachel was Head of Industry for Technology, running cross-platform media sales teams servicing Google’s largest technology partners. She was also on the Google Africa management team, helping establish their sub-Saharan Africa business operations as Country Manager for Google Uganda. Rachel joined Google as the first employee hired on the founding team of Google.org, and was a senior program officer on the Global Development team from its inception.

Rachel is an entrepreneur at heart and has been on the founding or early teams of several successful ventures in Silicon Valley including: Hotwire (acquired by IAC), Billpoint (acquired by eBay) and inDplay (acquired by Discovery Media Group), where she was Co-Founder and board member; investors included Eric Schmidt, William Randolph Hearst III and Shai Agassi.

Prior to Google, Rachel worked for a few Silicon Valley technology companies, including IDG, Razorfish and as a consultant to HP. Rachel serves on the Global Advisory Board for BRAC USA and is on the Board of Directors for LinkTV and Working Assets (Credo).

Rachel earned an MBA in Global Management and Public Management from Stanford University and a B.A. with distinction from Smith College. She resides in California.

 

Leisel Pritzker Simmons

Liesel Pritzker Simmons is the Vice President and Director of Program Development for the IDP Foundation, Inc., a private foundation with a mission to mobilize resources and strategic support to increase educational opportunities. Established in 2008, the IDP Foundation has supported and developed a wide range of programs in the education sectors most notably the innovative IDP Rising Schools Program in Ghana, which leverages microfinance networks to empower low cost private schools with trainings and financial services. Liesel is a co-founder of Opportunity International’s Young Ambassadors for Opportunity (YAO), a global network of young professionals who are passionate about microfinance. Liesel attended Columbia University, where she studied African History. She has volunteered at schools and microfinance institutions in India and Tanzania, but unfortunately has forgotten most of her Swahili. She lives in New York City with her husband, Ian Simmons.

 

Lance Fors

Lance Fors received his BA from UC-Berkeley and his PhD from the CaliforniaInstitute of Technology.   Lance was then Founder and CEO ofThird Wave Technologies.  Since sellingThird Wave, Lance has focused on social change and entrepreneurship.   In socialchange, Lance focuses on empowering our best socialentrepreneurs and field building.   He works with dozens of leadingorganizations per year as a thought partner or board leader on disruptive innovationof their funding, talent and program models, which can transform their impact and help build new models for the field.    He is currently board chair of SV2, SVPI,Reading Partners and New Teacher Center. Insocialentrepreneurship, Lance is the Founder and CEO of a provider of housing forindividuals with disabilities.   Lance isalso lead director and co-owner of Lance Construction Supplies, an inventor ondozens of patents, and an Ernst and Young entrepreneur of the year awardrecipient.

Tracy Barba

Tracy has over 15 years experience leading communication strategies and fundraising initiatives for private equity funds, investors, think tanks and foundations. She is the Communications Director for Bamboo Finance.

She is responsible for designing and managing the Bamboo Finance thought leadership platform in addition to marketing programs for the funds and investor relations.

She is also the Executive Director for Golden Seeds, a 250 member angel investor network and $26M fund investing in women-led companies.

Previously she was a consultant to Blackbox VC, an accelerator for international entrepreneurs; Hub Ventures, a seed fund and accelerator for social enterprises; and Take Action Impact Investing Conference Series, a convening of asset managers and investors focused on impact investing. She launched and directed communications for the VantagePoint Venture Partners CleanTech Practice; a $1B venture capital fund representing investments in Tesla, Project Better Place, BrightSource Energy among others.

She directed marketing at InterWest Venture Partners, a $2.8B fund investing in early-stage Life Science and Information Technology companies, and Gabriel Venture Partners, a $300M fund investing in disruptive models and capital efficient companies. She built and led the training practice for Duarte, the firm behind the presentation for “An Inconvenient Truth” and “slideology: The Art and Science of Great Presentations.”

She has been a mentor to leading fellows programs including the Global Social Business Incubator, Pipeline Fellowship, PopTech Social Innovation Fellows, Unreasonable Institute, Echoing Green, and Rainer Arnhold Fellows. She currently serves on the board of ISIS and the Taproot Foundation.

Diane Schmidt

Diane Schmidt

Chief Financial Officer, blue moon fund

Diane Schmidt joined the blue moon fund as Chief Financial Officer in January 2003 after 15 years with a Charlottesville public accounting firm. She received her BS in Business Administration from Mary Washington College (now the University of Mary Washington) and a MBA from James Madison University. She is currently licensed in the Commonwealth of Virginia as a Certified Public Accountant and holds memberships in the Virginia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Born and raised in central Virginia, she enjoys spending time with her family, gardening and knitting.

 

Jason Green

Jason Green is the Chief Investment Officer of blue moon fund. Prior to joining blue moon, Jason was with Moore Capital Management from 2000 to 2012 in various investment management positions, most recently as Portfolio Manager of a U.S. equity long/short strategy. Prior to joining Moore Capital, Jason was an Associate in the Principal Investment Area of Goldman Sachs. Jason received his MBA from The Wharton School of Business and his BA from the University of Virginia. Jason is a Managing Member of Cavoleph Partners, LLC and a member of the Board of Directors of Leblon, LLC.

Crisafulli, Dan

Dan Crisafulli

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.

Sawyer, David

David Sawyer

President, CONTEXT

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.

Phinney Silver, Susan

Susan Phinney Silver

Program-Related Investment (PRI) Officer

Susan Phinney Silver joined the Packard Foundation in 2008 as its first Program-Related Investment (PRI) Officer, where she manages the Foundation’s $180 million mission investing portfolio. Before joining Packard, Susan consulted with the Macarthur and California Community Foundations on their PRI programs. For 15 years at The Development Fund in San Francisco, she created innovative community financing programs that generated over $600 million in private investment nationally for affordable housing, community development, and environmental clean-up. Susan worked as an overseas auditor for Catholic Relief Services in Africa, and as a consultant with McKinsey & Company in New York. She has degrees from Princeton and Yale School of Management. She enjoys exploring nature with her family, including hiking, camping, and kayaking. 

Choi, Audrey

Audrey Choi

Audrey Choi is Managing Director and Head of Morgan Stanley Global Sustainable Finance.  The Global Sustainable Finance group harnesses the power and discipline of the capital markets to expand economic opportunity, promote community development, advance impact investing and enhance environmental sustainability.  Prior to joining Morgan Stanley, Audrey served in the Clinton-Gore Administration in senior policy positions at the White House, the Commerce Department and the Federal Communications Commission.  In the White House, she was Chief of Staff of the Council of Economic Advisers, and Domestic Policy Advisor to the Vice President.  Prior to her government service, Audrey was a bureau chief and foreign correspondent for The Wall Street Journal.  Audrey serves on the boards of the Local Initiatives Support Corporation, The Wildlife Conservation Society, StoryCorps, Living Cities, and the Morgan Stanley Foundation.  She also serves on the National Leadership Council of Communities In Schools, and as Ambassador-at-Large for One Laptop Per Child.  She is a graduate of Harvard College and Harvard Business School.

O’Connor, Bill

Bill O’Connor

Founder, Autodesk’s Innovation Genome Project

Bill O’Connor works on the Corporate Strategy + Engagement team at Autodesk, where he co-manages the company’s thought leadership platform, edits the publication Autodesk POV, works on the Autodesk vision team, and serves as the primary speechwriter for Autodesk’s CEO and CTO.

His role at the company is to take the big ideas that are important to Autodesk and make them more valuable inside and outside the company. This involves tracking and analyzing trends in design, technology, business, and society, and applying those trends to Autodesk and its customers.

Bill also runs The Innovation Genome Project, where he and his team are in the process of researching the top 1,000 innovations in world history, looking for practical patterns and insights that people can apply to their day-to-day work. Bill has presented findings from this project to internal Autodesk teams, Autodesk customers, international trade delegations, and business schools such as the Haas Business School at UC Berkeley and the Hult Business School in San Francisco.

Bill has 25 years of experience working on projects at the intersection of content, business, technology, design, and culture, and has lived and worked in New York, London, Boston, and San Francisco.

After earning a degree in literature from Franklin & Marshall College, Bill worked in publishing at Houghton Mifflin Company, then became Creative Director at a leading Boston multimedia firm called Interactive Factory. Moving to San Francisco, he worked as Marketing Producer and Columnist at CNET’s News.Com (where he accepted a Webby Award for the team), Managing Editor at Ninth House Network (a VC-backed online business learning network), and Executive Director at the San Francisco EpiCenter (a short-lived but very exciting dotcom incubator).

Bill has written and presented widely on all things Internet, including a piece called “Create or Be Created: The Internet Renaissance” on the peer-reviewed journal First Monday.Org, as well as appearances on CNN and at Yale University. He currently serves on the advisory boards of two Bay Area technology startups. He is a long-time student of creativity and innovation, and has been a guitarist, singer, and songwriter since he was 15.

Bill can be reached at bill.oconnor@autodesk.com.

Ashla, Berit

Berit Ashla

Philanthropic Director, Foundation Source

Berit Ashla is the Philanthropic Director of Foundation Source. She brings two decades of experience in the nonprofit world. Before joining Foundation Source she worked for numerous foundations, including the San Francisco-based Tides Foundation, the United Nations Environment Program, the Marin Community Foundation, and recently for Mal Warwick and Associates and the Abundance Foundation. Recently Berit joined the Foundation Source Philanthropic Advisors Company.  A graduate of Amherst College, she has served on the board of the Schott Foundation for Public Education (2000-2005) and is a featured speaker at many national grants making conferences. 

Young, Caprice

Caprice Young

Vice President for Education

Caprice is a nationally respected education innovator. She has held top leadership positions in technology, education, government, and business, including serving as the Assistant Deputy Mayor of the City of Los Angeles; a Manager in IBM’s eBusiness consulting practice; founding CEO/President of the California Charter Schools Association; CEO/President of KC Distance Learning, an instructional technology company serving over 170,000 students; and, most recently, as CEO of the Inner City Education Foundation Public Schools and CEO/President of EnCorps, a non-profit organization recruiting and training new STEM teachers.

Caprice has served on numerous boards, including the Board of Education of the Los Angeles Unified School District, on which she presided as President, as well as the Governor’s Advisory Committee on Education Excellence (California), the Fordham Foundation, and the National Alliance for Public Charter Schools, and Apple Academy Charter Public Schools, among others. She is a recipient of the Coro Foundation Crystal Eagle Award for Achievement in Public Service.
Caprice holds a bachelor’s degree from Yale University, a Master of Public Administration from the University of Southern California, and a Doctorate of Education from the University of California, Los Angeles.

Hull, Kristin

Kristin Hull

Director, Nia Community Fund
Kristin Hull is an educator, activist, entrepreneur and conscious investor.  She began her career as a bilingual elementary school teacher, and then co-founded a Charter school in Oakland (North Oakland Community Charter School) and served on the founding board of George Mark Children’s House, the first free-standing children’s hospice in the United States. 

Interested in innovative solutions to leverage resources for social change, Kristin entered the space of impact investing while serving as a board member for various not-for-profit organizations and foundations. She serves on the board of  directors for the Mosaic Project, the Nicholson Foundation, Playworks and CAFWA.

Later, when her family sold their investing business, and started a foundation, she helped move the foundation assets to being 100% mission aligned. Since then, Kristin started the Nia Community Fund concentrating on conscious investing in Oakland. She is also a co-founder of Hub Oakland and serves as a peer coach urging friends and colleagues to investigate their holdings to ensure their investments are aligned with their personal and organizational values.

Kristin attended Tufts University where she earned her BA and teaching credentials. She holds an MA in Research in Bilingual Education from Stanford University and a PhD in Urban Education from UC Berkeley. She lives in Piedmont with her 2 boys and 4 chickens.

Belluomini, John

John Belluomini

Founder and CEO, Center for the Greater Good

John Belluomini is the Founder and CEO of Center for the Greater Good (CGG). After 18 successful years in finance & technology, John envisioned creating a stable environment for the working poor and those suffering from the effects of poverty in the U.S.   To achieve this goal John created CGG to innovate new ways to fund community development while creating a platform of stability for individuals and families.

Bridging the gaps between funding and the services provided in low-income communities, Center for the Greater Good has revolutionized funding community development by providing a measurable positive impact on society. Socially responsible, financially viable and able to break the binds of poverty in our communities; our funding speaks to our nation’s need to build stronger communities, by working with the people who live in them and funding the services necessary for personal growth. 

Liu, Hanmin

Hanmin Liu

Co-Founder and President/CEO, Wildflowers Institute

Hanmin Liu is the Co-Founder and President/CEO of Wildflowers Institute. After he founded Wildflowers Institute in 1997, Hanmin began researching how communities work. He looked for the inner strength of communities, what he terms “informal capital,” and how communities tap this informal capital to make things really happen and to address and solve their problems. He has discovered the importance of unofficial leaders who quietly make change in their community. These individuals and their social and cultural activities form the fabric of community. Liu believes that leveraging the power of unofficial leaders is one of the most effective strategies for community building. Through his research, he developed a unique methodology to identify these often invisible assets and enable outsiders to help strengthen communities.

In 2006, the U.S. Patent Office awarded Liu a patent on the breakthrough technology invention known as the Wildflowers Model-building process. The Wildflowers Model-building process invites individuals and groups to construct three-dimensional models of their community, which in turn uncover their universe, relationships, and what is important to them. He has used this methodology in communities around the world. In addition to fifteen communities in the San Francisco Bay Area, Stockton, Los Angeles, Olympia, Albuquerque, and Boston, Liu and his staff have conducted training at the Governor’s Office of Ningbo in the People’s Republic of China, the Salzburg Global Seminar, the San Francisco Office of Civic Engagement & Immigrant Affairs, The San Francisco Foundation, The Russell Family Foundation, the W. K. Kellogg Foundation, and the W. K. Kellogg Institute for Food and Nutrition Research.

Liu offers new tools to help people strengthen the infrastructures of their community. One tool is the making of an illustrated map that shows the social and cultural order. These maps identify activities that develop values and maintain the culture of community. Another tool is a social investment fund that deploy resources simply and effectively. The fund leverages informal capital and invests in sustainable community solutions. Initially, the fund provides low-interest loans to support the vertical integration of food providers, from farmers to restaurant owners. Over half of the profits from the fund will be reinvested to strengthen the social fabric of the community. A third tool is a leadership program in partnership with the Aspen Institute to help individuals from different communities uncover their internal compass of values to guide them in leading their own community and an external compass to know what is good for society.

Liu was elected to the board of trustees of the W. K. Kellogg Foundation in 1996 and continues to serve on the board today. He was its chairman from 2003 to 2005. His experiences at the Kellogg Foundation have exposed him to communities around the world and have helped him think more deeply about change theories, tools for philanthropy, and social impact.

Liu is a 2009 Distinguished Scholar in Residence at the Clinton School of Public Service, Center on Community Philanthropy, University of Arkansas; a 2006 Purpose Prize Fellow; and a Gerbode Fellow. He has given presentations about informal capital at The Atlantic Philanthropies; the Clinton School Speakers Series: Inspiring Ideas and Action, at the University of Arkansas; the Craigslist Foundation Bootcamp; the Loeb Fellows at Harvard University; the Kalliopeia Conference; and the Sierra Health Foundation.
 

Collins, Katherine

Katherine Collins

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, Katherine 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 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 (currently serving on the board of the Alumnae Association). Katherine is Co-Chair of the board of Common Impact, a nonprofit that facilitates collaborations between global companies and local nonprofits, and serves as an advisor to Ethical Markets Media. She is an alumna of Wellesley College, holds a CFA designation, and has recently completed an MTS degree at Harvard Divinity School. 

Murtie, Jennifer

Jennifer Murtie

Director of Client Services, Federal Street Advisors

Jennifer Murtie is the Director of Client Services at Federal Street Advisors. Her primary role is to provide assistance, support, and service to clients interested in philanthropy, socially responsible investing and assist with family governance and next gen matters. Prior to joining Federal Street, Jen spent six years working at The Moriah Fund in Washington DC. She served as the foundation’s Administrative Director where she oversaw the day to day operations of the organization as well as worked with the program staff on grant making initiatives. In 2007 Jen took a six week sabbatical from Federal Street Advisors to work on a clean water project in Ghana. She is also the winner of the 2007 Silverman Business Plan Competition with her business proposal to create an ecotourism consulting company focused on sustainable economic development in Africa. Her past personal and work experiences give Jen the ability to understand the unique needs of foundations and their goals of aligning their investment decisions with their mission, as well as families’ desires to be strategic with their philanthropy and investments. 

Jen received her BA in sociology and international relations from Houghton College and obtained her MBA from the Simmons School of Management. She serves on the Advisory Council of The Haiti Fund, the Simmons College Entrepreneurship Advisory Board, the YAO Boston Chapter for Opportunity International, and previously served two years on the Professional Advisors Network for The Boston Foundation. Jen was born and raised in Kenya where her parents served as missionaries for 35 years. She now resides with her husband and son in Winchester, MA.

DeBerry, Stephen

Stephen DeBerry

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.

Mead, B. Kathlyn

B. Kathlyn Mead

COO, The California Endowment (2011 speaker)

B. Kathlyn Mead is the Executive VP and COO for The California Endowment. A veteran health care industry administrator, she was named in May 2007 to oversee the day-to-day operations and management of the private, statewide health foundation. Prior to joining The Endowment, Kathlyn was the CEO of the Council of Community Clinics in San Diego. 

An established leader within the health care industry, Kathlyn 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 she 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. She was also 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, Kathlyn 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. Kathlyn 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.

Chiu, David

The Hon. David Chiu

President, Board of Supervisors, City and County of San Francisco

The Hon. David Chiu was elected in November 2008 to represent San Francisco’s District 3. District 3 is home to many diverse and vibrant neighborhoods, including North Beach, Chinatown, Telegraph Hill, Russian Hill, Polk Street, Nob Hill, Union Square, Financial District, Barbary Coast and Fisherman’s Wharf. In January 2009, David was elected President of the Board of Supervisors. 

Before joining the Board, David was a Founder and Chief Operating Officer of Grassroots Enterprise, an online communications technology company. Prior to Grassroots, he worked as a Criminal Prosecutor at the San Francisco District Attorney’s Office and as a civil rights attorney at the Lawyers’ Committee for Civil Rights. In the mid-1990s, David served as Democratic Counsel to the U.S. Senate Constitution Subcommittee and as Senator Paul Simon’s aide to the Senate Budget Committee. The eldest child of immigrant parents, David grew up in Boston and received his Undergraduate Degree, Law Degree, and Master’s Degree in Public Policy from Harvard University.

David has lived in District 3 for over a dozen years, in the Russian Hill and Polk Street neighborhoods. Before taking office, David was a hands-on leader in San Francisco and in District 3, as a Small Business Commissioner, Chair of Lower Polk Neighbors, Board President of the Youth Leadership Institute, Board Chair of the Chinatown Community Development Center, Judge-Arbitrator for the Polk Street Community Court, and President of the Asian American Bar Association of the Greater Bay Area. David was previously elected to the San Francisco Democratic County Central Committee and chaired California’s 13th Assembly District Democratic Committee.

Nelund, Gloria

Gloria Nelund

Co-Founder and CEO, TriLinc Global, LLC

Gloria Nelund spent 30 years on Wall Street as one of the most successful and visible executives in the international investment management industry. After retiring from Deutsche Bank as CEO of their $50 billion North America Private Wealth Management division, she co-founded TriLinc Global, LLC, a private investment company dedicated to creating impact investment products that will attract significant private capital to help solve some of the world’s most critical issues. TriLinc is currently launching a $1.25 billion fund for U.S. retail investors to provide private debt capital to small and medium enterprises (SMEs) in emerging markets. 

Gloria’s background includes significant expertise in the creation, management and distribution of investment products for institutional, HNW and retail investors, including the support and development of an early Socially Responsible Investing (SRI) product for HNW investors at Scudder Investments and multiple programs for Deutsche Bank’s HNW investors to participate in the development of the microcredit industry.

Gloria currently serves as an independent trustee on the board of the RS Investments’ a $22 billion mutual fund complex, and on several not-for-profit boards and actively supports entrepreneurship research and education. She is an active speaker, and guest lecturer on Impact Investing at conferences and several top business schools, including Columbia, Wheaton, Kellogg and MIT.

Oelwang, Jean

Jean Oelwang

CEO, Virgin Unite

Jean Oelwang is the CEO of Virgin Unite, an entrepreneurial foundation of the worldwide Virgin Group. In her previous life Jean lived and worked on five continents helping to lead successful mobile phone start-ups in South Africa, Colombia, Bulgaria, Singapore, Hong Kong, Australia and the US. Jean has long explored the overlap of the business and social sectors and has been involved in both having worked for the Foundation for National Parks and Wildlife in Australia, and in numerous volunteer roles, including a stint as a VISTA volunteer where she worked with and learned from homeless teens in Chicago. 

In 2003 Jean was joint CEO of Virgin Mobile in Australia when she went to work with Richard Branson and the Virgin staff around the world to create Virgin Unite. The team works with Virgin’s two hundred businesses worldwide and other entrepreneurs to help put driving positive change at their core. Virgin Unite also works with partners to create new approaches to social and environmental issues such as a school of entrepreneurship for young people in Johannesburg and an entrepreneurial approach to rural health transport in Kenya.

Jean and Virgin Unite have also helped to incubate a number of global leadership initiatives such as the Elders, the Disease Control Hub in sub- Saharan Africa and the Carbon War Room. Jean sits on the Advisory Board of the Elders, the Board of the Carbon War Room and on the Board of the Bushbuckridge Health and Wellness Trust.

Weatherley-White, Matthew

Matthew Weatherley-White

Partner, The CAPROCK Group

Shortly after founding The CAPROCK Group, a West Coast-focused multi-family office, Matthew was given the opportunity to take a stand for the ethos of sustainability and ESG responsibility by convincing his initially reluctant (but now enthusiastically converted) partners into becoming a Founding B-Corporation. When not leading The CAPROCK Group in the Impact Investment space, Matthew can be found making first ascents and ski descents on mountains around the world, playing blues covers for his 11-month old daughter, competing in ultra-endurance events and generally embracing his existential nature as a Member in Good Standing of the Underbelly Society of the Financial World, a position he has held with pride for nearly two decades. Matthew graduated from Dartmouth, has served as a founding board member and current Chairman for the Lee Pesky Learning Center, and has represented the U.S. in international competition in five different sports.

Hester-Amey, Janice

Janice Hester-Amey

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.

Alfandary, Christina

Christina Alfandary

Senior Managing Director, Nikko Asset Management Americas, Inc.

Christina Alfandary has over twenty-one years experience in financial services, and is responsible for co-heading Nikko AM’s US operations, as well as overseeing relationships and business development efforts in North America. Established fifty-one years ago, Nikko AM is a leading Asia-based asset management firm, with assets under management of $126.5 billion (as of Dec. 31, 2010).

She began her investment career at Bankers Trust and worked within Morgan Stanley’s Fixed Income Division from 1990-1994 as a banker focused on debt underwriting. After graduating from business school in 1995, she returned to Morgan Stanley’s Institutional Fixed income Sales and Trading Division, working with several key relationships of the firm up until 2000.

Christina joined Gabelli Asset Management in 2001 as an institutional business developer. While at Gabelli, she was a Vice President, responsible for marketing equity strategies across the US and Canada. She joined Nikko AM in 2005, first as Director of Marketing. She holds a MBA from Columbia Business School where she graduated from in 1995. Her Bachelor’s degree is from Lewis & Clark College 1989.

Wong, Georgette

Georgette F. Wong

CEO, Correlation Consulting and Take Action! The Impact Investing Summit

Georgette Wong is a recognized leader in impact investing, with a focus on asset owners (high net worth families, foundations, pension plans, development finance institutions and corporations) interested in premium financial returns and moving beyond talk to action.  Over the past six years, she has helped catalyze at least $350 million in new commitments to impact investing.

Georgette is the author of Insights and Innovations:  A Global Study of Impact Investing + Institutional Investors, released at the U.S. Secretary of State’s Global Impact Economy Forum, April 26-27, 2012.  Previously, she published in Community Development Investment Review produced by the Federal Reserve Bank of San Francisco and was an advisor to Rockefeller Philanthropy Advisors’ Solutions for Impact Investors: From Strategy to Implementation.

Georgette has assisted the US State Department, the Board of Governors of the Federal Reserve System and the Federal Reserve Bank of San Francisco’s Center for Community Development Investments to catalyze impact investing across the government, private and public sectors. She has also advised families, corporations and foundations on building and strengthening their impact investing programs.

Over the last eighteen years, Georgette has: advised families, foundations and Fortune 100 businesses on public and private investments; developed and funded early stage companies; and created organizations focused on strategic philanthropy and partnerships between the business and social sectors. Before starting Correlation Consulting, she was a Director of Client Relationships for Sterling Stamos, a multi-billion dollar private investment firm.  Prior to that, she was a Financial Advisor at Piper Jaffray and the Development Director for the Asian Law Caucus, the nation’s oldest legal and civil rights organization for Asian Pacific Americans.

Georgette earned her MBA from the Anderson School of Management at the University of California, Los Angeles and her BA magna cum laude from Amherst College.

 

Stamm, Doug

Doug Stamm

Chief Executive Officer, Meyer Memorial Trust

Doug Stamm is the Chief Executive Officer of Meyer Memorial Trust. A native Oregonian, Doug has leadership, fiscal, and administrative responsibilities for the Trust, which has current assets of approximately $600 million and has over its lifetime awarded to organizations in Oregon and Southwest Washington over 6,000 grants and PRIs, with a total exceeding $500 million. In addition to its general purpose grantmaking, the Trust is engaged in three Strategic Action Initiatives: Restoration of the Willamette River Basin; Access to Affordable Housing; and High Quality K-12 Public Education. With Doug’s leadership, Meyer Trust has developed a robust Program and Mission Related Investment program, through which the Trust embraces novel investment opportunities to compliment its grant program and further its mission. Doug is a Co-chair of the national More for Mission Investing Campaign, Founding Director of Foundations for a Better Oregon, past President of Grantmakers of Oregon and Southwest Washington, and former Co-chair and current advisor to the national PRI Makers Network.

Prior to joining the Trust, Doug worked in private business, nonprofit management, and the law. He held positions as attorney in private practice and several executive positions at NIKE, including global director of public affairs, which included leading the NIKE Foundation.

Doug is a graduate of both Stanford University (BS) and Northwestern School of Law (JD) at Lewis and Clark College. He has served on a number of national and local boards of organizations primarily involved with community building and youth.

Schmidt, Diane

Diane Schmidt

Chief Financial Officer, blue moon fund

Diane Schmidt joined the blue moon fund as Chief Financial Officer in January 2003 after 15 years with a Charlottesville public accounting firm. She received her BS in Business Administration from Mary Washington College (now the University of Mary Washington) and a MBA from James Madison University. She is currently licensed in the Commonwealth of Virginia as a Certified Public Accountant and holds memberships in the Virginia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Born and raised in central Virginia, she enjoys spending time with her family, gardening and knitting.