Annie is an Associate at Draper Fisher Jurvetson where she focuses on clean tech, life sciences and emerging markets investments. She first joined in 2006 as part of the team that built the clean tech practice. Most recently, she worked with Mubadala Development Company on advancing initiatives in energy and technology development in Abu Dhabi. Prior to joining DFJ, she worked as an Investment Banking Analyst in Morgan Stanley’s Financial Sponsors Group in San Francisco where she focused on leveraged buyouts and initial public offerings. Previously, she conducted environmental field research in Zambia and taught English in parts of Southeast Asia. She is also a co-founder and chairperson of KnowledgeBeat, a non-profit organization dedicated to educating children in Zambia. She has lived and worked in Africa, Asia, and the Middle East and is passionate about the environment, technology, education, and the developing world.

Annie is a Magna Cum Laude graduate of Brown University where she received a Bachelor’s degree in Biotechnology and completed a Hughes Fellowship that evaluated the development of tissue engineering and stem cell technologies. Her work was published in the scientific journal Tissue Engineering. She received a Master’s degree in Environment and Resources from Stanford University where she focused on materials science and engineering for energy related technologies. She continues to serve as a mentor to the Stanford iGEM team. She has an MBA from the Stanford Graduate School of Business.

In his professional carrer, Alois Flatz has focused exclusively on the interface of investing and sustainable development including the establishment of private equity and financial advisory businesses.

Alois is a managing partner of zouk ventures http://www.zouk.com an independent London-based private equity firm focused on cleantechnology investing. Zouk manages over €200m in three funds.

He was a managing partner with BTS Investment Advisors, a specialised boutique focused on financial consultancy and private equity investments in India. The company currently advises assets in excess of U$3bn (http://www.btsadvisors.com). He now serves as a board member to BTS IA.

Before working in above mentioned positions he served as partner of SAM Group Ltd., an asset management company focused on sustainability investments (http://www.sam-group.com). As head of research, he was responsible for all research activities of the group – which was independently rated No #1 in the World – as well as for the product development and SAM Indexes.

Alois is the co-founder of the Dow Jones Sustainability Indexes (DJSI) (http://www.sustainability-indexes.com), the world’s first and most recognized financial sustainability index. He also developed the SAM Sustainable Water Fund with now more than € 1.2 bn under management.

Alois serves as a board member of SiC Processing AG a global leader in the management and recycling of used slurry from the solar and semiconductor wafer in-dustry (http://www.sic-processing.com), Germany and of Forma Futura (http://www.formafutura.com), an independent Zurich based asset management company taking a sustainability approach to financial investments focused on private clients.

Alois is a published author and speaker on sustainable investing and climate change. He has a PhD from University of St. Gallen, Switzerland. He also studied International Management at Haute École de Commerce (HEC), Paris and has an MBA from Vienna University of Economics.

On November 7, 2006 Californians elected Bill Lockyer as the 32nd State Treasurer. The State Treasurer’s Office will play a prominent role as California meets the challenge of building the future for a growing and increasingly diverse population. As State Treasurer, Lockyer is committed to using the tools of the Office to help provide residents what they need to create a stronger California – more jobs, superior education, improved transportation, quality health care, more affordable housing and a cleaner environment.

Lockyer’s priorities will be to wisely and prudently invest taxpayers’ money, to ensure the public gets the accountability and oversight it deserves on infrastructure projects funded by voter-approved bonds, and to work with the Governor and Legislature to put California back on sound fiscal footing. To achieve those goals, Lockyer will draw on leadership, management and policymaking skills developed over a public service career spanning more than three decades.

From 1999-2006, Lockyer served as California Attorney General and left a lasting legacy at the Department of Justice. In his eight years, he helped revolutionize crime fighting in California by creating and maintaining the nation’s most sophisticated DNA forensic crime laboratory. He also cracked down on Medi-Cal fraud, securing hundreds of millions of dollars in court-ordered restitution and penalties, established the Megan’s Law website to locate and identify registered sex offenders, and recovered billions of dollars for defrauded energy ratepayers, consumers and taxpayers.

Prior to his election as Attorney General in 1998, Lockyer served for 25 years in the California Legislature, culminating his Capitol career with a stint as Senate President pro Tempore. In that leadership position, Lockyer crafted agreements to balance the state budget and reform government programs to make them run more efficiently and effectively for taxpayers.

A graduate of the University of California, Berkeley, Lockyer earned his law degree from McGeorge School of Law in Sacramento while serving in the State Senate. He also received a teaching credential from California State University, Hayward. He is married to Nadia Maria Lockyer and has a daughter, Lisa, and son, Diego.

Jason is responsible for the development and marketing of all products relating to the US Community Investing Index. His focus is on delivering solutions by helping clients create actionable investment policy from their mission statements. He earned his MBA from Yale University where he studied endowment and non-profit management.

David is the chairman and founder of the Underdog Foundation, an innovator in community investing, social venture and leveraged philanthropy. David is also the managing member and founder of Underdog Ventures, LLC, a company which creates and manages customized community venture capital funds, integrating socially responsible investment, community development finance and philanthropic components. Through its last fund, each company receiving an investment by Underdog Foundation has donated part of its company for philanthropic purposes. Underdog Ventures was recognized as one of ten U.S. financial institutions providing especially strong benefits to the environment. Through his previous retainer-based consulting firm, David advised high net worth in individuals and social venture institutions, while providing one third of his work on a pro bono basis for community development organizations. Previously, David was the Director of Vermont National Bank’s Socially Responsible Banking Fund, which he grew from $38 million to $208 million U.S. in targeted deposits, creating flexible loans in the areas of sustainable agriculture, conservation and the environment, affordable housing, education, and socially responsible businesses. David also worked as the Senior Loan Officer at the Institute for Community Economics, a community loan fund providing financial and technical assistance to community land trusts, limited equity cooperatives and other grassroots organizations around the United States.

David speaks frequently around the United States and Canada on issues of social venture investing, unique deal structures, and community investment. His work has been highlighted on NPR’s Marketplace, CBS and NBC news, Entrepreneur Magazine, Nations Business, Fast Company, the book, “Aiming Higher”, by David Bolier and a book titled, “Making a Life, Making a Living”, by Mark Albion.

Originally from Austin, Minnesota, David currently resides in Warrens Gore, Vermont. David graduated with a B.A. from St. John’s University in Collegeville, Minnesota and an M.A. from the Humphrey Institute of Public Affairs in Minneapolis, Minnesota.

Christy Chin joined TPW West in October 2006 and leads the Alumni Network. The mission of the Network is to foster the philanthropic leadership, engagement and results of TPW West graduates, thereby creating a trusted community of thoughtful, strategic givers. Ms. Chin is actively involved with strategic planning, operations, and partnership opportunities.

Previously, Ms. Chin was a senior program officer at the Skoll Foundation. She joined the foundation in 2002 for what was then a very nascent effort. Over the years she helped significantly develop and evolve the foundation’s programs toward the goal of playing a preeminent role in the field of social entrepreneurship. Her portfolio of grantees included nonprofit and hybrid organizations focused on education, environment and philanthropy, nationally and internationally.

Ms. Chin has over ten years experience in venture capital. She was a principal with Bedrock Capital Partners, a $130 million venture capital firm, was director of business development for The Frontier Group, a health care firm, and an investment analyst with Norwest Venture Capital, based in Wellesley, Massachusetts. She also worked as a research associate at the Harvard Business School, in social entrepreneurship with Greg Dees and venture capital with Jeffrey A. Timmons. Ms. Chin earned a Bachelor of Arts Degree in history from Colgate University and a Master’s Degree in Business Administration from the Harvard Business School. She serves as an advisor to Citizen Schools’ California Chapter, is a judge for the Faculty Pioneer Award in Social Entrepreneurship, given by Ashoka and the Aspen Institute, and she reviews candidates for Echoing Green and Stanford’s BASE Business Plan Competition.

David Crane is Special Advisor to the Governor for Jobs and Economic Growth. Before joining the Schwarzenegger Administration, Crane was a partner for 25 years with Babcock & Brown, an investment/merchant bank that grew from one office with five employees when he joined in 1979 to a multi-national enterprise with hundreds of employees by the time he retired in 2003. Crane lives with his wife and two children in San Francisco.

Richard Fahey is the chief operating officer of the Skoll Foundation, located in Palo Alto, California. Prior to joining the Foundation in 2004, Fahey was with Hewlett-Packard in financial and operations management. He earned a BA in Economics and History from Georgetown University and an MBA from the University of Chicago.

Katherine Fulton is a partner in the global professional services firm, Monitor Group, and President of Monitor Institute, the firm’s unit focused on social change. Her work in recent years has focused on how private resources can be used more effectively to create public good, and she consults and speaks on the future of philanthropy and social investing.

John Gioia serves on the Contra Costa Board of Supervisors and the county’s pension board. He has a B.A. in Political Science and J.D. from U.C. Berkeley and previously practiced law. He is also on the Bay Conservation and Development Commission, and Bay Area Air Quality Management District and Association of Bay Area Governments Boards

Ms. Khor joined Imprint Capital Advisors in June 2008. Previously, Ms. Khor was an Associate Director at the Rockefeller Foundation where she co-led the Impact Investing program, a Foundation effort to extend loan guarantees and make program-related and private equity investments to attract private sector capital into underserved sectors and geographies that are aligned with the Foundation’s grant-making activities. Ms. Khor has led the evolving work in impact investing for the past ten years, which has included over $20 million in 15 investments across the Foundation’s primary grant-making sectors in the U.S. and east Africa. Ms. Khor has a B.S. in Business Administration from the University of California, Berkeley and a Master’s degree in Public and Private Management from the Yale School of Management.

Susan Leal, currently, runs an environmental and infrastructure consulting firm, Leal Advisors, LLC. Prior to April 2008, she was the General Manager of the San Francisco Public Utilities Commission (SFPUC), overseeing the regional utility that delivers reliable, high quality drinking water to more than 2.4 million Bay Area customers. From 1997 – 2004, Leal was elected to serve as Treasurer of the City and County of San Francisco, the City’s banker and chief investment officer. Leal currently serves on the Advisory Board of the Department of Civil and Environmental Engineering for UC Berkeley; and on the Board of the Family Violence Prevention fund. Leal earned a B.A. in Economics and a J.D. from the University of California, Berkeley. She is a member of the District of Columbia bar.

Mindy S. Lubber is the president of Ceres, the leading U.S. coalition of investors and environmental leaders working to improve corporate environmental, social and governance practices. She also directs the Investor Network on Climate Risk (INCR), an alliance that coordinates U.S. investor responses to the financial risks and opportunities posed by climate change. Ms. Lubber has held leadership positions in government as the regional administrator of the U.S. Environmental Protection Agency; in the financial services sector as founder, president and CEO of Green Century Capital Management; in the private sector as the president of an environmental law and policy consulting group; and in the not-for-profit sector for more than a decade leading environmental and public interest law organizations. Ms. Lubber received the prestigious Skoll Foundation Social Entrepreneur Award in 2006.

Since April 1997, Dr. Marduel has been a managing director of Alta Partners, a venture capital firm investing in information technology and life science companies. Prior to joining Alta Partners, she was a partner at Soffinnova, Inc., which she joined in 1990. Dr. Marduel has conducted post-doctoral research in immunology at the University of California at San Francisco and at Stanford University. Prior to moving to the United States in 1986, she was employed by ICI-Pharma, where she organized clinical trials in England and France. She holds a medical doctorate from the University of Paris.

Chris is a principal of State Street Global Advisors. He is a product engineer for Environmental, Social and Governance (ESG) Strategies and works across asset classes and investment teams to champion sustainable investment on behalf of SSgA and its clients. Chris is responsible for ESG vendor selection, integrating ESG issues and product development and product maintenance.

Prior to joining SSgA, Chris headed business development for KLD Indexes, a unit of KLD Research & Analytics, Inc., a leading ESG research and index provider. At KLD Chris was also the Product Manager for the KLD Global Climate 100 Index, focused on identifying leaders along the climate solutions value chain globally. Chris was hired into KLD as a research analyst covering the Financial Services sector. Before KLD, Chris was a Registered Representative for American Century Investments. Chris began working in the investment management industry in1999.

Chris received his BSBA from the University of Connecticut and his MBA from the Daniels College of Business at the University of Denver.

Sam Moss was most recently President, Gray Matters Capital, an operating foundation that researches and collaboratively creates programs in affordable education for the poor and social investment. Part of the foundation’s financial corpus is invested in early-stage enterprises with demonstrable social impact.

Sam spent twenty-five years in investment and commercial banking at Wachovia focused on relationship and business development in domestic and international markets. A graduate of Williams College, he is the former Chair of the International Association of Microfinance Investors (IAMFI), and serves on the advisory boards of ACE, a CDFI in Georgia, and Oglethorpe University. He has been a member of the Council of Microfinance Equity Funds and chaired the Atlanta Arts Loan Fund.

Alexandra is a private equity specialist at Cambridge Associates in Menlo Park, California. At Cambridge Associates, she focuses on private equity and venture capital funds investing in energy, renewable energy and technology, and other hard asset sectors: real estate, resources, and timber. Previously, Alexandra worked in equity research at Thomas Weisel Partners in New York where she covered healthcare information technology and services companies and at Bear Stearns Asset Management. She received her BA from the University of California Berkeley where she was a member of Phi Beta Kappa and her MBA from Harvard Business School.

Vincent Robinson founded The 360 Group to realize his commitment to excellence and impact in social sector organizations. Most recently, he served as Executive Director of Social Venture Partners Bay Area (SVP) and spearheaded its merger with Northern California Grantmakers. In addition, he has worked for a variety of private and social sector organizations, including Goldman Sachs, AT Kearney, Harder and Company Research, Planned Parenthood and the National AIDS Fund. A skilled facilitator, Vincent has worked with a range of groups — large and small — to drive to practicable conclusions.

Vincent currently sits on the Advisory Boards of REDF (formerly the Roberts Enterprise Development Fund), Institute for Nonprofit Management at the University of San Francisco, and the Organizing Committee of Common Sense California. He was a New York City Urban Fellow, and holds an honors AB in Political Science and American Studies, an MBA and certificate in nonprofit management, all from Stanford University. Reflecting his commitment to developing leadership, he is also on various selection committees, including those of Coro and the Association of Black Foundation Executives. Originally from Erie, Pennsylvania, Vincent is conversant in Spanish. He lives in San Francisco with his partner and their cat, Scotch.

Jane is a tax shareholder with Clark Nuber in Bellevue, Washington. She leads the firm’s public charity and private foundation tax practice. Jane chars the AICPA Exempt Organization Technical Resources Panel which addresses tax issues facing exempt organizations at a national level. She specializes in issues of public disclosure, income and excise tax planning for exempt organizations and their taxable subsidiaries, international financial transactions and compliance, as well as complex social venture structures and charitable giving strategies. She has extensive experience with IRS examinations, appeals, exemption applications, and ruling requests. She was listed in the April/May 2008 issue of CPA Magazine as one of the Top 50 2008 IRS Practitioners. Jane is a regular presenter with a wide variety of organizations including the Washington Not-For-Profit Conference, Philanthropy Northwest, Robert Wood Johnson Faith in Action, CCH, and the AICPA national Non-Profit Conference in Washington, D.C. Writing credits include Capital with a Conscience, published in the July 2008 issue of Journal of Accountancy, co-author and editor of The Practical Guide to Form 990 by Clark Nuber and A Guide to Estate Planning for Parents of Children with Special Needs, as well as various articles on tax issues surrounding tax exempt organizations, charitable gifts and estate planning. She is a graduate of the University of Washington and holds a Master’s Degree in Taxation from Golden Gate University.

Beth Sirull is director at Pacific Community Ventures. Beth founded PCV’s InSight consulting practice which provides information-and the tools to use-to investors and other stakeholders who influence the flow of capital to understand markets. InSight provides social due diligence, social return on investment evaluation and other customized services to double-bottom-line investors.

Barry Uphoff is a partner with Capricorn Investment Group, a Palo Alto-based investment firm with over $5 billion in total assets under management. At Capricorn, Barry leads the credit and distressed, private equity and bonds investment strategies. In addition, Barry serves on the firm’s investment committee and oversees a majority of the firm’s investment professionals.

Prior to joining Capricorn, Barry was a senior investment professional and senior management team member at Silver Point Capital, a Greenwich, Connecticut-based hedge fund with over $6 billion in equity capital and approximately $10 billion in total assets under management. Barry led Silver Point’s private-side healthcare investment activities and served on the firm’s deal review committee. Prior to Silver Point Barry worked in a variety of principal investing and management consulting positions.

Barry earned his BA from the Johns Hopkins University with highest honors, and Phi Beta Kappa distinction. Barry read for a Diploma in Law and an MSc in Medicine at Oxford University under the auspices of a Rhodes Scholarship. Barry also received an MBA from the University of Chicago, Graduate School of Business with highest honors.

Philip joined the Foundation in June 2007. Prior to joining the Lemelson Foundation, he was with Portland State University Foundation for nearly ten years where he was responsible for accounting, investment, human resources, real estate, and entrepreneurial functions. Philip earned an MBA degree from Loyla Marymount University in Los Angeles.

Controller John Chiang was elected in November 2006 to serve as California’s Chief Fiscal Officer.

The Controller is the Chair of the Franchise Tax Board, and serves on seventy-six boards and commissions including CalPERS and CalSTRS, the nation’s first and second largest public pension funds, and the State Lands Commission.

Controller Chiang has long championed financial literacy, and he is using his position to empower working families. Through seminars and free tax preparation assistance, Chiang educates low and middle-income Californians about taking advantage of tax credits and refunds they have earned.

As Controller, Chiang has moved swiftly to ensure California is on the road to prosperity while meeting its obligations to workers and retirees. Upon assuming office, Chiang immediately hired an independent actuary to determine – ahead of schedule – the costs of post-employment benefits as the first step in crafting California’s long-term plan to meet the State’s accounting and healthcare commitments.

Controller Chiang also understands the frustrations that local governments and school districts face when complying with mandated programs. As a result, he is creating an unprecedented assistance program to provide local officials with the tools, information and guidance they need to protect their funds while complying with State laws and restrictions.

Chiang is committed to safeguarding California’s vast and precious natural resources. Chiang has joined with institutional investors, managing $4 trillion in assets, to call on federal lawmakers to enact a national standard to address global warming. As a member of the State Lands Commission, he is committed to preserving the State’s 1,200 miles of coastline that stretch from Oregon to Mexico, and ensuring the public has access to safe, pristine parks and recreation areas.

The Controller brings extensive experience and fiscal leadership to the State Controller’s Office. Chiang was first elected to the Board of Equalization in 1998, where he served two terms, including three years as Chair. He began his career as a Tax Law Specialist with the Internal Revenue Service and previously served as an Attorney in the State Controller’s Office.

Chiang is the son of immigrant parents, and graduated with honors from the University of South Florida with a Degree in Finance. He received his Law Degree from the Georgetown University Law Center.

Chiang and his wife, Terry Chi, live in Torrance, California.

Supervisor 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.

Scott is the Managing Director of Innosight Ventures, a venture building and investing company with offices in Singapore, Mumbai, and Baltimore. He previously was the President of Innosight’s consulting arm, where he advised companies such as Procter & Gamble, Johnson & Johnson, Credit Suisse, Time Warner, Kraft, VF Corp, Cisco Systems, and General Electric on topics of growth and innovation.

Scott is a featured speaker on topics of growth and innovation. He is a judge in the Wall Street Journal’s 2009 Innovation Awards. He is a faculty member of the Leadership, Innovation, and Growth Program at GE Crotonville. Scott is also a member of the Board of Directors of Media General.

Scott has written three books on innovation: Seeing What’s Next with Harvard Professor Clayton Christensen (Harvard Business Press, 2004), The Innovator’s Guide to Growth with Mark Johnson, Joe Sinfield, and Elizabeth Altman (Harvard Business Press, 2008), and The Silver Lining: An Innovation Playbook for Uncertain Times(Harvard Business Press, June 2009). He has written articles in publications such as the Wall Street Journal, Harvard Business Review, BusinessWeek, Forbes, Sloan Management Review, Advertising Age, Marketing Management and Chief Executive, is a regular contributor to Harvard Business Online and serves as the editorial director of Strategy & Innovation.

Prior to joining Innosight, Scott was a senior researcher with Clayton Christensen, managing a group that worked to further Christensen’s research on innovation. Previously, he worked as a consultant for McKinsey & Co., a strategic planner for Aspen Technology ,and a product manager for WorldSpace Corporation. While at McKinsey, he co-authored a publicly released report on the United Kingdom’s economic prospects.

Scott received a BA in economics summa cum laude from Dartmouth College and an MBA with high distinction from Harvard Business School, where he was a Baker Scholar.

Lane Auten is the Managing Partner of Impact Capital Partners, a global impact investing placement agency. ICP is currently assisting placement mandates in Indian affordable housing, impact investing private equity fund-of-funds, and clean technology venture capital. Previous impact sector experience includes working with Unitus Investment Group, the World Bank, and Price Waterhouse International Privatization Group. Previous traditional private equity and investment banking experience includes HRJ Capital, UBS, and Banco Santander. Lane holds a Masters in Foreign Service from the Georgetown University School of Foreign Service.

Aaron Bernstein a Senior Research Fellow at the Labor and Worklife Program at Harvard Law School and the editor of Global Proxy Watch, a corporate governance newsletter for institutional investors. He left BusinessWeek magazine in 2006 after a 23-year career as an editor and senior writer covering workplace and social issues. Before joining BusinessWeek, he worked at Forbes and for United Press in London. He received a BA in Politics and Economics from the University of California at Santa Cruz and did graduate work for two years in Political and Legal Theory at Oxford University. He is the author of a book entitled Grounded: Frank Lorenzo and the Destruction of Eastern Airlines, and is the co-author of In the Company of Owners: The Truth About Stock Options.

Roger Berry is a Partner with C Change Investments, and is responsible for the development of the company’s investment funds, managing partnerships with investors and sourcing new transaction opportunities.

Roger was formerly the Head of Group Funds and Investor Relations for Climate Change Capital, a fund manager that had over $1.6 billion of assets under management. From 2000 to 2006, Roger was a Managing Partner and Co-Founder of Liberty Global Partners, an advisory and placement firm focused exclusively on emerging markets private equity. Liberty Global Partners helped to raise significant commitments from institutional investors and played a lead role in the creation of the Emerging Markets Private Equity Association. For over eighteen years, Roger has been immersed in the opportunities and challenges of transitional markets. He brings skills in negotiation, facilitation, and marketing, and has advised companies, investors, or governments in Africa, Asia, Eastern Europe, Latin America, and the Middle East.

Roger is a graduate of Harvard University (1990).

Cynthia Bryant serves as Deputy Chief of Staff and Director of the Governor’s Office of Planning and Research for Governor Arnold Schwarzenegger. She was recently named by Governor Schwarzenegger to head the California Recovery Task Force, which is charged with overseeing the estimated $85 billion in federal economic stimulus California expects over the next two years. Cynthia oversees the activities of the Task Force, composed of representatives from each of the nine main program areas, and serves as the liaison to the federal government.

As Director of the Governor’s Office of Planning and Research (OPR), she oversees the State Clearinghouse, the OPR Legislative and Policy and Research units, the Office of the Small Business Advocate and the Advisor for Military Affairs (AMA). In statute, OPR is the one state agency responsible for developing state land use policies, coordinating planning of all state agencies, and assisting and monitoring local and regional planning. She also advises the Governor on infrastructure, redistricting, political reform and gambling.

Cynthia is a member of the Commission on State Mandates, which determines reimbursements and adjudicates claims regarding state-mandated programs for local entities. She is also a nonvoting member of the Housing Finance Agency Board, which works to create affordable rental housing and assist first-time homebuyers in achieving the dream of homeownership. Cynthia sits on the Governor’s Prevention Advisory Council, the Environmental Justice Inter-Agency Working Group, and is chair of the Strategic Growth Council.

She previously served the Governor as Chief Deputy Legislative Affairs Secretary. In that role, she was responsible for moving the Governor’s legislative agenda, advising the Governor on all pending legislation and working with over 70 agencies and departments on legislative matters. She was one of the lead negotiators for the Governor on his landmark Workers Compensation reform.

Prior to joining the administration, Cynthia was the Policy Director for the Senate Republican Caucus. She managed the Senate Republican Policy staff, advised Republican senators on pending legislation and was Republican consultant for the Senate Elections and Reapportionment Committee. Prior to joining the Senate, Cynthia was legal counsel to the Assembly Republican Caucus, advising staff and Members on a wide-range of issues including employment, use of state resources and particularly the Political Reform Act.

Cynthia was legal counsel to the Assembly Rules Committee when Republicans held the Assembly majority in 1996.

Antony Bugg-Levine joined the Rockefeller Foundation in New York in January 2007.

Among other responsibilities, he leads the Foundation’s Initiative on Harnessing the Power of Impact Investing that seeks to help catalyze an efficient industry that can deploy investment capital to complement philanthropy in solving social challenges at scale.

Prior to joining Rockefeller, he served as the Country Director of the international NGO TechnoServe in Nairobi, Kenya where he helped to design and implement business solutions to rural poverty focused on smallholder farmer economic integration and consulting to medium-scale enterprises.

In Kenya he also worked with various capital providers –including micro-finance institutions, commercial banks and private equity managers — to develop profitable mechanisms to extend lending to rural businesses and smallholder farmers.

Earlier in his career, as a consultant with McKinsey, he focused in financial services and healthcare, managed the team that undertook a strategic review for the United Nations’ Global Compact and helped to develop new frameworks to incorporate social dynamics into corporate strategy.

A native of South Africa, he served in the late 1990s as the Communications Director at the South African Human Rights Commission and as a speechwriter and media strategist for the African National Congress’s 1999 election campaign.

He is an associate adjunct professor at the Columbia Business School where he teaches ‘Business Innovations in International Development.’

Antony is a graduate of Yale College and earned an MPA focused on Economic Development from Princeton’s Woodrow Wilson School.

Derek Casteel serves as Senior Vice President for Community Capital Management, Inc (“CCM”), a privately-held investment adviser specializing in the management of government-related bond portfolios emphasizing “non-index” securities (i.e., those representing subsectors typically excluded from widely used benchmark indices of U.S. bonds).

Derek is primarily involved in marketing this “non-traditional” approach to core fixed income management to tax-exempt institutions, with a specific emphasis on foundations and their consultants. Most recently, his efforts have focused on the evolving demand for Mission Related Investment strategies within the U.S. foundation community. Derek frequently serves as a panelist at industry conferences on the topic of market-rate community development bonds supportive of green building design features and environmentally sustainable activities.

Derek was most recently the Director of Marketing for Shay Asset Management. Prior to that, he was employed as an analyst dedicated to fixed income manager research for Chicago-based investment consulting firm Stratford Advisory Group. Derek is a graduate of Florida State University and holds the CFA designation. He is an active member of the CFA Society of Chicago.

Michael has over 15 years of consulting experience with Asset Consulting Group. As Chief Investment Officer, Michael oversees ACG’s research efforts and coordinates all research related activities. His responsibilities focus on both the quantitative and qualitative sides of research such as asset allocation optimization, insurance modeling, tax optimization and risk analysis. Mike has performed extensive research in alternative investments and has broad experience in modeling, designing and implementing traditional and non-traditional portfolios. As a Managing Director, he is one of the three members of ACG’s Executive Committee, which sets the course and direction of the firm. Mike is a member of Asset Consulting Group’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. He received degrees in Engineering Management and Applied Mathematics from Southern Methodist University, is a member of the St. Louis Society of Financial Analysts and a holder of the Chartered Financial Analyst designation.

Jed Emerson is a recognized international leader in the field of strategic philanthropy and impact investing. His work in performance measurement, nonprofit capital markets, foundation strategy, Social Return on Investment frameworks, sustainable business development and other areas of practice has been viewed as significant in its broad contribution to the field and efforts to support others engaged in the community and social application of business skills and practice. He has presented at numerous conferences and events both nationally and internationally—including the World Economic Forum in Davos, Switzerland; the Caisse de Depots in Paris, France; the London Business School and Oxford University, UK. Among U.S.-based academic institutions, he has presented his work at Harvard, Stanford, Yale, UNC, Northwestern, UCLA and numerous other academic institutions.

Jed is presently a Partner with Uhuru Capital Management, an investment firm pursuing full financial returns for investors together with global social/economic development impacts. Uhuru is an integrated firm which contributes one quarter of its firm profits to support the expansion of social entrepreneurship in emerging markets, domestic U.S. and around the world.

John started his own multi-family office practice in 2008 and officially organized Febert & Associates, LLC in January, 2009. John has over 20 years’ experience working with family offices. He began his career in 1986 with Price Waterhouse in Morristown, NJ. He left Price Waterhouse in 1989 to work for one of his primary clients who was forming a dedicated single family office. He served as a Vice-President at the Morristown-based dedicated single family office for the next eight years. Most of his time was spent dealing with income tax compliance and planning, estate planning, bill paying, accounting, philanthropy, real estate and private aviation.

In 1997, John moved to Pittsburgh, PA to establish and lead a dedicated single family office for a Pittsburgh based family with an operating real estate business, serving as President for the next eight years. In 2005, he joined a multi-family office based in King of Prussia, PA and was instrumental in the opening of a Pittsburgh office. John served as a relationship manager for multiple family engagements and also served the dual role of tax manager for two years. During this time, he was involved with not only the technical aspects of income tax and estate tax planning, accounting, bill paying and outsourced CFO services, but also guided many clients through issues dealing with family dynamics such as family governance, family meetings, educating the members of the second and third generations and the many issues involving philanthropic consulting.

John received his Bachelor of Science in Accounting from the Pennsylvania State University and his Master’s in Taxation from Fairleigh Dickinson University. He has served on the steering committee of the University of Pittsburgh’s Family Office Forum, and he served as chairman of the Family Business Roundtable, a Pittsburgh-based non-profit organization dedicated to the advancement of family businesses and the education of the family members and their business advisors. He is a regular presenter at the Family Business Roundtable’s annual tax symposium.

He lives in the north suburbs of Pittsburgh with his wife and two children.

Brad Fisher is the CEO of Springcreek Advisors, LLC, a family office investment advisory firm based in Marin County, California. Prior to joining Springcreek, Brad Fisher was a Vice President of Bernstein Global Wealth Management in New York, and he served as a General Partner and the Chief Operating Officer for Pemigewasset Capital, LLC, a Connecticut-based family office and hedge fund. During his early career, he was an entrepreneur, founding multiple ventures, including Aim 21, Inc., a software company that built enterprise multimedia database systems for advertising agencies and their clients. After selling Aim21 to Reuters in 1996, he founded Tailwind, Inc., an online resource center for entrepreneurs and small business owners. The American Towns Network acquired Tailwind in 2001. Brad received an MBA from Stanford University and a BS in Economics from the University of Minnesota.

John Goldstein is Co-Founder of Imprint Capital Advisors, LLC, which catalyzes capital for social impact by supporting foundations, individuals, and family offices and their trusted advisors. John is also a co-founder of and senior advisor to Medley Capital Management (MCM), a private investment firm that seeks corporate and asset-based financing opportunities globally and actively serves the development finance and social enterprise markets. Prior to forming MCM, John served as Senior Managing Director of Medley Global Advisors and was also co-founder and Executive Director of the Medley Institute, where he worked (and in many cases continues to work) as a board member, senior advisor or team member, including Global Giving, Distributed Capital, the International Interfaith Investment Group (3iG), Keystone/Access, the Sustainable Food Lab, Aquaya, TBLI (Triple Bottom Line Institute), the Global Exchange for Social Investment (GEXSI) and the United Nations Capital Development Fund. John also worked as a management consultant in the Strategy practice of Andersen Consulting (now Accenture). John was an honors graduate of Yale University where he was awarded the Richter Fellowship and the Townsend Prize.

Lisa A. Hagerman, Ph.D., is the Director of the More for Mission Campaign Resource Center at the Boston College Institute for Responsible Investment. She is also affiliated as a Research Fellow with the University of North Carolina at Chapel Hill, Center for Community Capital and the Oxford University Centre for the Environment. In July 2008 she completed her appointment as a Research Fellow at the Labor & Worklife Program, Harvard Law School, working on the Pension Funds & Urban Revitalization Initiative funded by the Rockefeller and Ford Foundations. Lisa was previously Vice President of Economic Innovation International, a Boston consulting firm that builds privately capitalized community equity funds. Prior to her consulting work, Lisa was with Wells Fargo Bank, San Francisco, as Assistant Vice President in the Government Relations group and also worked for Citibank, New York, for seven years in the Latin American Marketing Division. Lisa completed her Doctorate in Economic Geography at the University of Oxford. She received her BA from Bucknell University and her MA in Political Science from the University of North Carolina at Chapel Hill.

Al Hammond is Senior Entrepreneur with Ashoka’s Full Economic Citizenship program, where he is leading an effort to transform rural healthcare. He is also: a serial social entrepreneur, with five prior start-ups to his credit, now working on a health care enterprise that will pilot in rural India; an author who has published extensively in the scientific, policy research, and business literature and written or edited more than 12 books or book-length reports, including, most recently, principal author of The Next 4 Billion: Market Size and Business Strategy for the Base of the Pyramid; a consultant who has worked with numerous corporations, foundations, government agencies (including the White House science office), and international organizations; a former journalist who went on to found and edit several national publications, win several national magazine awards, broadcast a nationally-syndicated daily radio program for 5 years, and oversee the launch of a prominent blog, http://www.nextbillion.net.

Al holds degrees from Stanford University and Harvard University in Engineering and Applied Mathematics.

Jeffrey is an energy industry veteran with over 27 years of experience. He has wide-ranging domestic and international experience developing, implementing and leading successful corporate Merger & Acquisition strategies, asset management, operating plans and energy commodity trading platforms.

Jeffrey has worked with regulatory bodies and agencies in the US, UK and Australia to provide advice and guidance for re-regulating the gas and electric industries on local, state and national levels. He is a trusted advisor for developing renewable energy portfolio strategy, alternative generation options and assessments of cleantech and other advanced system applications.