CONSULTING


Correlation Consulting


Correlation Consulting provides strategic guidance, educational seminars, actionable research and customized solutions to investors seeking both premium investment returns and meaningful social and environmental impact. Our goal is to create win-win-win solutions – for investors, communities and the environment.

The Take Action! Impact Investing Conference Series, is the first in the United States to focus exclusively on impact investments that generate premium returns.

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.

 

Condon, Lee

Lee Condon

Event Producer

Lee Condon is the producer of the California Charter Schools Conference, an annual gathering of the state’s charter school movement. The mission of the conference is to inspire academic excellence, operational integrity and unity among charter schools throughout California. For six years Lee also directed and produced videos that recognized excellent teaching, achievement and leadership in charter schools. He was also a founding staff member at the California Charter Schools Association in 2004. The California charter school movement has grown since then from 475 to nearly 1,000 schools. Lee served as chief of staff to Caprice Young, president of the Los Angeles school board, managing a political strategy that led to major reforms at the Los Angeles Unified School District. Their student-focused political agenda inspired dramatic increases in elementary school test scores, the building of more than 100 new school campuses, increased funding for arts programs and the expansion of comprehensive after school programs. For 11 years, Lee was a staff general assignment newspaper reporter for major news organizations in Los Angeles, covering local and state politics, education, crime and environmental issues. He worked as staff writer at the Los Angeles Times, The Daily News of Los Angeles, City News Service of Los Angeles, the Glendale News-Press and the Los Angeles Independent. Lee graduated from the University of Connecticut in 1990. He lives in West Hollywood, CA.