Loyola Forum Speakers

 

Hank Paulson, Chairman, Paulson Institute 

Henry M. Paulson, Jr. is a businessman, China expert, conservationist and author. He is the founder and chairman of the Paulson Institute, and co-chairman of the Latin American Conservation Council of The Nature Conservancy and the Risky Business Project. Paulson served as the 74th Secretary of the Treasury under President George W. Bush, from July 2006 to January 2009. Prior to that, he had a thirty-two year career at Goldman Sachs, serving as chairman and chief executive officer beginning in 1999. Earlier in his career, he was a member of the White House Domestic Council as well as a staff assistant at the Pentagon. Read More...

 

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David Blood, Co-Founder, Senior Partner, Generation Investment Management

David Blood is co-founder and Senior Partner of Generation Investment Management.  Previously, he spent 18 years at Goldman Sachs including serving as co-CEO and CEO of Goldman Sachs Asset Management from 1999-2003.  David received a B.A. from Hamilton College and an M.B.A. from the Harvard Graduate School of Business.  He is on the Board of New Forests, Dialight, SHINE, The Nature Conservancy, Ashden, the World Resources Institute and Social Finance UK, as well as a Life Trustee of Hamilton College. Read More...

 

Jeremy Coller, Chairman, Jeremy Coller Foundation 

Jeremy Coller has been described as Personality of the Decade in Europe for his influence and innovation in pioneering and leading the private equity secondaries market. His firm, Coller Capital, has invested in approximately 16,000 private companies worldwide since its inception and has approximately $17bn of assets under management. He recently launched the Farm Animal Investment Risk & Return (FAIRR) Initiative, a collaborative network that shares research, fresh thinking and best practices to help investors understand and manage farm animal risks and opportunities. He is a member of the Advisory Council of The Elders. Read More...

 

Geeta Aiyer, CFA, President and Founder, Boston Common Asset Management

Geeta Aiyer combines training and experience in finance with passion for the environment and social justice. Under Geeta’s leadership, Boston Common, now over $2 billion in assets under management, has built a strong investment record and substantially improved the policies and practices of portfolio companies through shareowner engagement since the firm’s inception in 2003. Read More...

 

Matthew BreidertPartner and Senior Portfolio Manager, Ecofin

Matthew Breidert was named a Partner of Ecofin in May 2016. He is a Senior Portfolio Manager, overseeing sustainable, impact and ESG strategies, both long only and equity hedged, a position he has held since 2009. Before joining Ecofin in 2006 as a portfolio manager, Matt was an assistant portfolio manager at Millennium Partners from 2002, based in New York. Read More...

 

Timothy Carter, President, Second Nature

Dr. Carter received his Ph.D. in Ecology with distinction from the Odum School of Ecology at the University of Georgia (UGA) and completed his B.S. in Ecology and Evolutionary Biology from the University of Tennessee, Knoxville. As a post-doc and faculty member at UGA his work focused on the intersection between urbanization and environmental management through studies of designer ecosystems, sustainable development, environmental policy, and climate change impacts on coastal areas, including visualizing sea level rise on the Georgia coast. Read More...

 

John Chaimanis, Co-Founder and Managing Director, Kendall Sustainable Infrastructure

Mr. Chaimanis is the Co-Founder and Managing Director of Kendall Sustainable Infrastructure (KSI), a private equity firm that makes direct investments in clean-energy projects.  Through September 2016, his firm has raised over $60M of capital and has made investments into 20 distinct renewable energy projects. Read More...

 

Tim Coffin, Senior Vice President, Breckinridge Capital Advisors  

Tim is a consultant relations manager at Breckinridge. In his role, Tim focuses on developing the firm’s institutional relationships. In his time at the firm, Tim has helped lead the introduction of Breckinridge’s environmental, social and governance (ESG) capabilities to clients. He has been with the firm since 2012 and has over 20 years of fixed income experience. Read More...

  

David Dinerman, Trustee, Hampshire College

David Dinerman is a trustee at Hampshire College in Amherst, Massachusetts, where he is Vice Chair, and heads the Finance and Investment Committees. David is an attorney who has worked in financial services, software, manufacturing, and real estate, principally as the CFO of companies in which he has worked. Most of his work has been in lower middle market companies. Read More...

 

Alice DonnaSelva, Consultant,  Prime Buchholz

Alice joined Prime Buchholz in 2005 and has 15 years of industry experience. Prior to becoming a consultant, she served as a consulting analyst and an investment analyst for seven years. Alice serves as Chair of the Firm’s Mission Investing Committee and is a member of the Global Equity Committee. She provides advice, analysis, asset allocation modeling, and portfolio development support to endowments, foundations, and other types of clients. Read More...

 

John Goldstein, Managing Director, Goldman Sachs Asset Management

John joined Goldman Sachs in 2015 through the acquisition of Imprint Capital to help expand the firm’s Environmental, Social and Governance and impact investing capabilities. Previously, John co-founded Imprint Capital Advisors in 2007 to help foundations, families and financial institutions create and manage impact investing programs and portfolios. Imprint made and managed more than 120 investments with its clients across asset classes, geographies, and impact themes and worked with 11 of the 25 largest foundations in the United States. Read More...

 

Larry Grimstad, Founder, Decorah Solar Field

Larry Grimstad is retired from banking after being a community bank president for 25 years in Decorah, Iowa. He began a new career experimenting with sustainability projects. In 2000 he and his wife began a sustainable farming operation and built a net zero CO2 home using sustainable materials. His experimentation continued in 2008 when he joined a partner to construct a utility scale wind turbine in north central Iowa that provided power for a small community. Then in 2012 and 2015 he built solar arrays totaling 1.1 MW on the campus of Luther College in Decorah. Read More...

 

George Hanley, Trustee, University of Dayton

George Hanley is an entrepreneur, investor and philanthropist. Currently, he is the Founder of TFH Partners, a private investment firm. He is also a Partner of R2Core, a commercial real estate firm based in Chicago. Previously, George founded Hanley Group, a commodities and equities trading firm (acquired by INTL FC Stone) and was a member of the Chicago Board of Trade, Chicago Mercantile Exchange and NYMEX. Read More...

  

Nick Hylla, Executive Director, Midwest Renewable Energy Association (MREA)

As the Executive Director of the MREA, Nick Hylla leads the organization’s strategic planning, manages the budget and finances, and serves as the staff representative on the MREA Board of Directors.  He is currently the Priniciple Investigator on two US Dept. of Energy awards through the SunShot Initiative working to grow solar photovoltaic (PV) markets in the Midwestern US as part of the Grow Solar Partnership and the Solar University Network.  He has also led the MREA's regional instructor training efforts as part of the Solar Instructor Training Network. Read More...

 

Kirsty Jenkinson, Managing Director, Sustainable Investment Strategies, Wespath Investment Management

Having joined Wespath in May 2014, Kirsty leads Wespath’s sustainable investment strategy team, ensuring that environmental, social and governance (ESG) issues are integrated into Wespath’s investment selection and monitoring process. She also directs Wespath’s corporate engagement, portfolio screening and proxy voting activities. Read More...

  

Robert Johnson, President, Becker College

Robert E. Johnson, Ph.D., took office as the 10th president of Becker College in 2010 and has evolved Becker into an adaptive, nimble, and entrepreneurial institution that is a model for small private colleges in the United States. He believes higher education is a public good, and has dedicated his more-than- 25-year career to transforming the lives of young people. He challenges students to build upon the three pillars of global citizenship—academic excellence, social responsibility, and creative expression—to embrace the opportunities inherent in a complex and hyper-connected world. Read More...

 

Dr. Dinah A. Koehler, Equity Strategist and Director, UBS Asset Management 

Dr. Dinah A. Koehler joined UBS Asset Management in February 2015 and is a member of the Sustainable Equities team. Dinah supports the investment process and strategy communication for the team, along with publishing research papers. She has primary responsibility for the overall product positioning, new product development and database enhancements. She leads the team's impact measurement project. Read More...

 

Ken Locklin, Managing Director, Impax Asset Management

Mr. Locklin currently serves as the North American Managing Director for Impax Asset Management LLC. Impax manages $3.6 billion of public and private equity investments for major institutional clients around the world. With more than a decade of experience, it is the global investment leader in the FTSE-tracked environmental sector, investing in clean energy, resource recovery/waste management, and water processing/distribution. Read More...

 

Liz Michaels, Chief of Staff and Director of ESG/SRI, Aperio Group

Liz Michaels is Aperio Group's Chief of Staff and Director of ESG/SRI. Prior to joining Aperio, Liz was responsible for the $11 billion defined contribution managed accounts business at Ibbotson Associates, a wholly owned subsidiary of Morningstar, Inc. Earlier in her career, she was the Chief Operating Officer of Morningstar, Inc. and served on the company's executive committee. Read More...

 

Tom Mitchell, Managing Director, Cambridge Associates

Tom is a Managing Director of Cambridge Associates, based in Arlington, VA, where he advises institutions and families and builds investment portfolios designed to meet financial and impact objectives. He is a founding member of Cambridge's Mission-Related Investing (MRI) Group, a talented team that partners with clients to support our most collectively important priorities: our communities, our environment, and our social compact. Read More...

 

Ian Monroe, Founding President and Chief Sustainability Officer, Etho Capital and Lecturer, Stanford University

Ian Monroe is the founding President and Chief Sustainability Officer of Etho Capital, where he's pioneered the links between sustainability and financial outperformance with the ETHO ETF. Ian's approach to sustainable investing has come from his role as the Founder and CEO of Oroeco, the world's leading web and mobile personal sustainability tracking platform. Ian is also a Lecturer at Stanford University, where he created the first course focused on evaluating tradeoffs linked to climate change solutions. Read More...

 

Jamieson Odell, Co-Chief Investment Officer, Caravel Management

Jamieson Odell is the Co-CIO at Caravel Management, a specialist investment manager focused on Emerging and Frontier Markets equities. He is the Portfolio Manager for the firm's Emerging Markets Sustainability Fund (EMS Fund), which integrates environmental, social and governance factors into Caravel's proven, repeatable investment process. Read More...

 

Curtis Ravenel, Global Head, Sustainable Business and Finance Group, Bloomberg LP

As Global Head of Sustainable Business & Finance, Curtis Ravenel leads Bloomberg’s sustainability initiatives – a Chairman’s Office effort and the result of his 2006 Bloomberg Global Leadership Forum proposal. The program aggressively integrates sustainability considerations into all firm operations and leverages the Bloomberg Professional Service to evaluate sustainability-related investment risks and opportunities for its 315,000 customers. Read More...

 

Jack Robinson, Vice Chair, Trillium Asset Management

Jack Robinson joined Trillium Asset Management in 2015 as Vice Chair. He has over three decades of experience working in the field of sustainable and responsible investing. In 1983, Jack founded Winslow Management with the mission of providing green investment services to individual and institutional clients. Winslow began to focus exclusively on green investing in 1991. Under Jack’s leadership, the firm developed a unique growth investing style and became widely recognized as a leader in the green investing field. Read More...

 

Jo Ann Rooney, President, Loyola University Chicago

Jo Ann Rooney, JD, LLM, EdD, is the 24th president of Loyola University Chicago and the first lay president in the University's history. She joins Loyola with a diverse background that includes various positions in higher education, law, business, health care, and public service. Most recently, Dr. Rooney was managing director at Huron Consulting Group in Chicago with responsibility for developing strategies to advance Huron Healthcare's Federal Government Healthcare Sector consulting practice. Read More...

  

Tim Smith, Director of ESG Shareowner Engagement, Walden Asset Management, Boston Trust

Tim Smith serves as the Director of ESG Shareowner Engagement at Walden Asset Management, a division of Boston Trust & Investment Management Company. Walden has been a leader in sustainable and responsible investing (SRI) since 1975. As of June 30, 2015, Walden managed approximately $2.7 billion in assets for individual and institutional clients. Mr. Smith joined Walden in 2000 to lead Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. Read More...

 

Adam Strauss, CFA, Portfolio Manager, Appleseed Capital

Adam has been managing money for Pekin Singer Strauss Asset Management since joining the firm in 2004, and he is a portfolio manager of the Appleseed Capital strategies and a Co-CEO. Prior to joining the firm, Adam served on the management teams of EquipNet, a business services company, and Frontier Co-op, a natural products company. Adam began his career as a management consultant, working for Gemini Consulting and Andersen Consulting. Adam earned a BA and MBA from Stanford University. Read More...

 

Carl Vance, CIO, Lewis & Clark College

Carl Vance currently serves as Lewis & Clark College's Chief Investment Officer. Carl joined Lewis & Clark College on August 1, 2006 as Vice President of Business and Finance. Mr. Vance had been Linfield College’s vice president for finance and business since 1996. Prior to Linfield, Vance served for ten years as the vice president for business and finance at Occidental College, where he directed legal, administrative and financial operations. Read More...

 

Garrett Wilson, Investment Specialist, Hirtle Callaghan

Garrett Wilson is an Investment Specialist with Hirtle Callaghan, the pioneer of the outsourced CIO (OCIO) model for institutions and families, where he is focused on responsible investing.  Garrett works with Hirtle Callaghan clients in the integration of environmental, social and governance (ESG) factors and develops firm strategies and approaches for all aspects of responsible investing. Read More...