2025 Annual Forum Speakers

Kent Devereaux

President, Goucher College

Kent Devereaux is the 12th President of Goucher College. Prior to moving to Maryland to assume the presidency of Goucher in July 2019, Kent served as President of the New Hampshire Institute of Art (NHIA).

Kent has served as Professor and Chair of the Music Department at Cornish College of the Arts and Artistic Director for the college's presenting series, Cornish Presents. Prior academic affiliations include appointments as a Visiting Artist at the School of the Art Institute of Chicago (SAIC) and as the Andrew W. Mellon Visiting Professor in Criticism at the California Institute of the Arts (CalArts).

In addition to his experience leading non-profit higher education institutions, Kent spent over a decade working in technology and online education sectors including stints at Encyclopaedia Britannica and Kaplan University.

Michael Azlen

CEO & Founder, Carbon-Cap

Michael Azlen is a senior investment professional with 25 years of industry experience, including the founding, growth, and sale of a regulated investment management business to a public company.

Since the beginning of 2018, he has been researching climate change and environmental investment and has focused his research on carbon pricing and Emissions Trading Systems (ETS).

Michael has completed several executive education courses on climate change, including the highly acclaimed program at the LSE's Grantham Research Institute. He holds a Sloan Masters Degree in Leadership and Strategy from London Business School and is both a Chartered Alternative Investment Analyst (CAIA) and a Certified Financial Planner (CFP).

Dan Chu

Executive Director, Sierra Club Foundation

Dan has been the Executive Director of the Sierra Club Foundation since 2016. SCF funds efforts to address the climate crisis, protect land, waters and wildlife, get people outdoors in nature and advance environmental justice as the primary fiscal sponsor for the Sierra Club's charitable programs. SCF also provides impact investments to advance climate solutions and social justice ventures as part of its aspiration to help accelerate the shift of trillions from an extractive economy to an economy that is sustainable and just for all.

Dan joined the Sierra Club in 2013 as the National Director of the Sierra Club's Our Wild America campaign, from his previous role as the Vice President for regional and affiliate programs at the National Wildlife Federation. Dan started his environmental advocacy career as a door-to-door canvasser in Colorado. He is a returned Peace Corps Panama agroforestry volunteer and holds a Master's of Science from the University of Colorado and a Bachelor's of Science from Michigan State University. Dan resides in the East Bay area in Northern California.

Alex Hokanson

Head of Infrastructure and Energy Transition, AlTi Tiedemann Global

Alex serves as a senior member of AlTi Global's Investment Group, with responsibility for manager selection, risk management and portfolio construction. Alex manages the firm's research process for infrastructure and energy transition strategies with a significant focus on climate technology investments in the private markets.

Prior to the formation of AlTi, Alex was a Managing Director at Tiedemann Advisors, where he focused on risk management, portfolio construction and manager selection. Alex joined Tiedemann when the firm merged with Threshold Group. Prior to joining Threshold, Alex spent ten years at SEI Investments in a variety of roles, most recently leading investment research and due diligence with the Alternative Investments team.

Alex earned a Bachelor of Science degree from Villanova University and a Master of Science degree in Financial Engineering from Temple University. He is a Chartered Financial Analyst and a Certified Financial Risk Manager (FRM®).

David Helgerson

Head of Impact Investments, Hamilton Lane

David is a Managing Director on the Direct Equity Investment team and leads the Impact and Targeted Investing activities. He is a member of the Investment Committee and Responsible Investment Committee. David focuses on both direct equity and direct credit investments within a variety of sectors and strategic areas across Hamilton Lane's investment products. In fulfilling these duties, he has served as Board Member, Board Observer, and Advisory Board representative for multiple direct company and fund investments across the firm's products and client base. His experience includes fund management and oversight, as well as sourcing, structuring and underwriting of debt and equity investments with financial sponsors and corporations on behalf of institutional clients.

Prior to joining Hamilton Lane in 2004, David was a corporate investment banker in the Financial Institutions Group of Morgan Stanley in New York, focusing on advising and executing mergers and acquisitions and corporate finance transactions. Previously, David worked in the Mergers & Acquisitions Group of Credit Suisse First Boston in New York. David also served as a Lieutenant in the U.S. Navy.

David received an M.B.A. from the Fuqua School of Business at Duke University and a B.A. in Political Science from Swarthmore College.

Scott Hobart

Co-Founder and CIO, Mercator Partners

As CIO of Mercator Partners, Scott is responsible for overall investment strategy, portfolio construction, and risk management.

Scott brings a history of identifying and capitalizing on structural change in basic industries, together with an appreciation for the attributes of developing a differentiated and repeatable investment process. He has 20+ years of experience in asset management across public equity and venture investing, commodity derivative and physical commodity trading. His previous experience spans across Australia, Europe, and Asia, and includes positions as Equity Analyst at Goldman Sachs JBWere, Head of Research at RK Capital Management, and CIO of HFZ Capital Management.

Scott holds a CFA charter and joint Commerce and Arts degrees from the University of Melbourne.

Maria Lettini

CEO, US SIF

Maria joined the US SIF as Chief Executive Officer in May 2023. She is an innovative leader within the field of sustainability and finance and is recognized for building meaningful partnerships across the value chain of global institutional investors, corporates, policymakers, multi-national organizations, and other related stakeholders to address some of the world's most critical, and financially material, environmental and social challenges.

Prior to US SIF, Maria led the FAIRR Initiative, a global investor network driving the narrative around the risks and opportunities in the global protein supply chain with the aim of directing capital towards a more sustainable and equitable food system. Under her tenure, the FAIRR investor network grew to over $70 trillion in combined assets and FAIRR's expert research on climate, biodiversity, anti-microbial resistance, and other risks, reframed the narrative on animal agriculture and sustainable protein.

Maria also worked for the UN-supported Principles for Responsible Investment (PRI) where she cultivated and expanded the global investor network, managing the PRI's Signatory Relations strategy and raising awareness of financially material sustainability issues with institutional investors.

Maria started her career in global finance and capital markets, working at both J.P. Morgan and Deutsche Bank. She has served on the Sustainability Accounting Standard Board Standards Advisory Group. She is also a member of the Intentional Endowment Network's (IEN) Steering Committee.

Maria is based in Washington DC but has lived and worked in San Francisco, New York, Madrid and London. She holds a MA (Distinction) in Environment, Politics and Globalization from King's College London and a BA in International Business, Latin American Studies and Spanish from San Diego State University.

Anna Raginskaya

Vice President, Financial Advisor, Blue Rider Group

Anna is a partner of the Blue Rider Group, focusing on the team's engagement with the art and impact investing communities and strategic planning for non-profit clients. As an Investing with Impact Director, Anna works closely with Morgan Stanley's Institute for Sustainable Investing.

She writes and speaks frequently on the topic of values-aligned investing for arts organizations and has moderated panels at Confluence Philanthropy, Grantmakers in the Arts and at the American Alliance of Museums Conference.

Anna earned her BA in History of Art and Architecture from Harvard College and MBA from Harvard Business School. She serves on multiple boards including the Lower Manhattan Cultural Council (LMCC) and Professional Advisors to the International Art Market (PAIAM).

Bari Wiley

Managing Director, Business Development, HarbourView Equity Partners

Bari Wiley is a Managing Director and Head of Business Development at HarbourView Equity Partners. With over 15 years of investment sales and marketing experience, Bari joined HarbourView from TAG Associates, an $8 Billion RIA based in New York City.

At TAG, Bari focused on new business opportunities, firm branding, and client relationship management. Prior to TAG, Bari spent 5+ years in Institutional Sales roles at both Cantor Fitzgerald and Telsey Advisory Group, predominantly focused on Hedge Funds and Asset Managers globally.

Bari received a Bachelor of Science in Finance from Lehigh University and a Masters in Business Administration from New York University's Stern School of Business.

Rick Scott

Trustee, Jerome Foundation

Rick Scott retired in 2019 as the Vice President of Finance and Compliance, and Secretary of The McKnight Foundation, where he focused on foundation governance, compliance, financial operations, and investment management.

Previously, Rick spent 5 years as CFO of The Guthrie Theater following 5 years as CFO of a human service agency in the Twin Cities area and thirteen years in financial management in the tech industry.

Community service has included boards of The Jerome Foundation, Proteus Fund, Door County Land Trust, MN Museum of American Art, MN Council on Foundations, and many others. His studies were in international economics, supplemented with language studies in Spanish, Russian, German, Italian and French.

Hallie Label

Founder and CEO, Expect Equity

Hallie has extensive experience as both an allocator and an operator. From 2014 until 2021, she was Chief Operating Officer of Rock Springs Capital, a healthcare-focused hedge fund that grew substantially during her tenure.

Prior to Rock Springs, she was a Principal at Makena Capital where she had responsibility for the $3.5B global equities portfolio including investments in long-only funds, long-short equity funds, and public-private hybrid funds.

Earlier in her career she selected equity managers at Hall Capital Partners and has also been an analyst at a hedge fund and a junior equity associate at a mutual fund company. She has an A.B. in Economics from Princeton University and an MBA from Stanford Graduate School of Business.

Marisa Grant

Treasurer Inatai Foundation

Marisa, who comes to Inatai with prior 501(c)(4) board experience, was formerly the Chief Investment Officer at Pugh Capital Management—a majority Black and woman-owned investment firm managing $11 billion in assets. She has more than 28 years of investment experience. She holds a BA in economics from Yale University along with an MBA from Columbia Business School, and resides in Seattle with her two teenagers.

David Sand

Co-Chief Impact Strategist, Community Capital Management

As co-chief impact strategist, David leads the advancement of the firm's impact analysis, including the development of metrics, outcomes, and reporting. A recognized subject matter expert in impact investing, he collaborates with clients and contributes to the creation of innovative strategies.

As a pioneer and early advocate of impact investing, David has been instrumental in shaping the industry. A sought-after speaker, he represents the firm in client meetings, media requests, and as a guest lecturer on college campuses nationwide.

David has over 40 years of investment management experience and is a trailblazer in the impact investing field. In 1994, he co-founded Access Capital Strategies, serving as its president and chief investment officer until 2010, pioneering market-rate, fixed income impact investments for institutional investors.

Keith Johnson

CEO, Global Investor Collaboration Services

Keith Johnson is a leading expert in sustainable finance and fiduciary duty, with extensive experience in guiding institutional investors through the integration of environmental and social factors in their investment processes.

As CEO of Global Investor Collaboration Services, Keith works with endowments, foundations, and pension funds to develop comprehensive approaches to responsible investing that align with their fiduciary obligations.

Keith has been instrumental in advancing the understanding of how environmental, social, and governance factors can be material to long-term investment performance and risk management.

Lane Jost

Managing Director, Head of ESG Advisory, Edelman Smithfield

Lane leads the ESG Advisory Practice for Edelman Smithfield.

He is a seasoned ESG and sustainability executive having held corporate leadership roles over the last 16 years in the facilities management, financial services and consulting industries.

Prior to joining Edelman Smithfield in 2021, he had senior roles on PwC's national Responsible Business Leadership team helping the firm and its clients drive ESG strategy from creation to performance. Lane was part of the team that developed the firm's global net zero strategy. In addition to his time at PwC and the PwC Charitable Foundation, Lane has been the Director of Philanthropy and CSR at Santander US, where he led the Bank's $10M annual grants portfolio, and helped develop the first sustainability strategy at Sodexo USA, across the food service and facilities management firm's North American footprint.

He has designed ESG and sustainability strategies and produced reports for a wide range of clients, including global firms across service and industry segments, including financial services, healthcare, technology, media and manufacturing. Lane is active in impact investing, serving as an advisor and mentor to early-stage enterprises.

He has a Master's in International Development Economics from the School of Global Policy and Strategy at the University of California, San Diego, and a Bachelor's in International Studies from Kenyon College. In 2023, Lane was named to the Ethics and Compliance Initiative's Blue-Ribbon Commission on the Future of ESG.

Chris Ito

CEO, FFI Solutions

Chris Ito is Chief Executive Officer of FFI Solutions. Chris has over 30 years of leadership roles in the consulting and investment management industries. Prior to joining FFI in 2015, Chris served as a Senior Managing Director and Head of Portfolio Management at UBP Asset Management, a $16bn fund of hedge funds. Chris also served as the lead portfolio manager on the UBP's Multi-Strategy product and was a member of both the Fund Board of Directors and the firm's Investment Committee. Prior to UBP, Chris was a principal at Deloitte Consulting where he spent 15 years and was the founder and national leader of the firm's Institutional Investment Advisory Practice delivering advice on liability-driven investing and manager selection to institutional investors. Chris has a BS in accounting from The Ohio State University and is a Chartered Financial Analyst (CFA). Chris is the former chair of the Board of Directors of The Ohio State University Alumni Association and currently co-chairs the Advisory Board for the Byrd Polar and Climate Research Center at OSU.

Andrew Collier

Director, Freedom to Invest

Andrew Collier is the Director for Ceres Freedom to Invest initiative. He leads the organization's internal and external coordination of the initiative, including stakeholder engagement and collaboration with a variety of groups.

Andrew comes to Ceres from the National Public Pension Coalition, having worked for almost seven years in a variety of roles protecting the pensions of public employees across the country. He has worked to pass legislation that benefits working and retired employees, while also defeating various harmful bills to retirement security.

Prior to NPPC, Andrew has worked for candidates, national campaigns, and non-profits helping to advance their organizational goals and candidacies. Andrew has his masters degree in public administration from Fairfield University, and he and his family live outside of Albany, New York.

Siddharth Jha

Portfolio Manager, Impax Asset Management

Siddharth is a co-Portfolio Manager of the Impax Leaders and US Environmental Leaders strategies, focusing predominantly on North American industrials and utilities firms. He has been with Impax since 2014.

Prior to joining Impax in his current role, Siddharth completed an internship with the firm in 2012 where he worked with our listed equities team. He also has experience as a clean technology consultant, working in India.

Siddharth earned a bachelor's cum laude in History and Political Science from Macalester College and an MBA from the London Business School.

Rick Alexander

CEO, The Shareholder Commons

Rick practiced law for 30 years at Morris, Nichols, Arsht & Tunnell in Wilmington, Delaware, including four years as managing partner. During that time, he was selected as one of the ten most highly regarded corporate governance lawyers worldwide and as one of the 500 leading lawyers in the United States. In 2015, Rick became Head of Legal Policy at B Lab, where he worked to create sustainable corporate governance structures around the globe. He left that position in 2019 for a fellowship that led to the creation of The Shareholder Commons.

Rick serves as Director and Treasurer of the American College of Governance Counsel, and is a member of the Advisory Board of Beren Pharmaceuticals, P.B.C., the Council of Institutional Investors Markets Advisory Council, and the Commonwealth Climate and Law Initiative Advisory Board. He is also a member of the Delaware Corporation Law Council, the body responsible for maintaining the premier corporate statute in the United States, where he previously served as Vice-Chair and Chair and drafted legislation, including provisions prohibiting mandatory arbitration, enabling proxy access, implementing majority voting and authorizing benefit corporations.

Rick has testified before the Congressional Joint Economic Committee, the Office of the Comptroller of the Currency, the Securities and Exchange Commission, and the Delaware General Assembly; he also served as consultant to the United States Department of Justice in Purdue Pharma bankruptcy matter. He is the author of Benefit Corporation Law and Governance: Pursuing Profit with Purpose (Berrett Koehler 2017).

Jeff Mindlin

CIO, ASU Enterprise Partners

Jeff Mindlin serves as the inaugural Chief Investment Officer at ASU Enterprise Partners. In this capacity, Mindlin is responsible for managing about $2 billion of Arizona State University Foundation and ASU Enterprise Partners' investment capital including the endowment, operating pool and balance sheet investments. He provides critical support of the Investment Committee and Board of Directors as well as oversight of consultants. He helps with the investment activities of other affiliates engaged in direct real estate and corporate venture capital. During his tenure, Mindlin has been tasked with aligning the investment strategy with ASU's leadership in sustainability.

Mindlin serves on the boards of the university's education technology accelerator (ASU ScaleU) and angel investor network (InvestU). He acts as a trustee to the retirement plan and advises on the investment management of ASU's operating funds. To support ASU's emphasis on experiential learning and sustainability, Mindlin is active with multiple student managed funds and finance-related clubs. In addition, Mindlin chairs the TIAA-Nuveen Investment Council and serves on the Intentional Endowment Network's Executive Committee and Net Zero Working Group.

He previously served as Tower Square Investment Management's executive director and co-chief investment officer, overseeing the portfolio management team's portfolio selection, trading, proprietary money management and product development. He co-chaired the investment committee, which oversaw more than $5 billion in client assets.

He obtained bachelor's degrees in economics and finance from the W. P. Carey School of Business at ASU, where he also received the prestigious Moeur Award. He earned the Chartered Financial Analyst® (CFA) designation.

Jonathan Goldberg

Executive Director of Investments, Crewcial Partners

Jonathan Goldberg, CFA®, is the Chair of Crewcial Partners' Investment Committee and the Executive Director of Investments. Jonathan has been with Crewcial for over 15 years and has over 20 years of investment experience. He leads the firm's manager due diligence and is integral to the development and implementation of Crewcial's investment strategy. Additionally, he works directly with a diverse group of non-profit clients, providing guidance on asset allocation, manager selection, and performance evaluation/attribution. Prior to joining Crewcial, Jonathan worked for Bank of America, where he focused on performance reporting for institutional clients. Jonathan earned a BS in Business Management from Binghamton University and an MBA from New York University.

Emma Harper

Vice President, Institutional Research & Client Relations, Sage Advisory

Emma serves as Vice President, Institutional Research and Client Relations at Sage. She began her career in 2013 in Retail Management and Product Administration followed by work in Private Wealth Management. She received her MBA in Finance as a Forte Fellow from the Cox School of Business at Southern Methodist University, and she received her B.S. degree from the University of Texas at Austin. Emma is a Certified Investment Management Analyst® professional, Fundamentals of Sustainability Accounting (FSA) Credential holder, and a Sustainable Investing Certificate designee from the CFA Institute.

Mike Kubzansky

CEO, Omidyar Network

Mike Kubzansky serves as CEO of Omidyar Network, a role he has held since 2018. He leads the organization and its key strategic priorities, including partnerships with other philanthropies and investors. He engages regularly with diverse actors, from venture capitalists to policymakers to researchers, to apply intentional societal guardrails to the digital revolution.

He brings a deep economic lens to the work, focusing on incentives, workers, investments, capital markets, and other critical economic drivers of the digital age. Prior to Omidyar Network, his experience spanned the public, private, and nonprofit sectors as a strategist, investor, start-up participant, policy advocate, analyst, and leading thinker. Mike has worked on many aspects of the digital revolution since the mid-1990s: from Web 1.0 and telecom deregulation to digital public infrastructure, generative AI, and present-day concerns.

Mike also serves as a board member of the Norrsken Foundation (Sweden) and the US Impact Investing Alliance.

Lamisa Hossain

Associate, Whistle Stop Capital

Lamisa Hossain is a Research Intern at Whistle Stop Capital. She is a senior at Bryn Mawr College, pursuing a B.A. in International Studies with minors in Economics and Political Science. Lamisa is passionate about impact-driven finance and consulting.

She previously worked as an Investment Analyst Intern at Align Impact and Alterra Capital Partners, conducting due diligence and financial analysis. She serves as Co-President and Lead Project Consultant for 180 Degrees Consulting, where she leads pro bono strategy projects for nonprofits. She is also a member of the Portfolio Committee at Owl Investment Club. In her free time, Lamisa enjoys strength training, watching movies, and listening to podcasts.

Gaurab Bansal

Executive Director, Responsible Innovation Labs

Bio coming soon.

Heather Myers

Partner, Aon

Heather is a partner and the non-profit solutions leader for Aon investments. In this role, she is responsible for ensuring that the firm’s clients and prospects remain informed of key issues impacting the market and have access to innovative solutions to help meet their objectives. Heather serves advisory and OCIO relationships. She is the chair of Aon’s U.S. Investment Committee.

Prior to joining Aon in 2016, Heather served at Russell Investments. Initially, she worked for Russell’s Japanese consulting business. Her experience at Russell includes manager research, investment management, and consulting. She spent a decade researching fixed income and currency managers, including in London as head of multi‑currency fixed income research. She also served as senior consultant for large, sophisticated foundation, endowment and retirement funds and finally managing director as a leader for the nonprofit practice. During this period, Heather also researched Private Equity and Hedge Fund of Funds for the firm’s clients. Heather has served on several boards and investment committees, including Whitman College’s Investment Committee for 12 years and a healthcare investment committee. Heather is currently a member of the John T. Gorman Foundation Investment Committee and the Claremont McKenna College Investment Committee and serves as the Treasurer of the Sakonnet Yacht Club Inc.

Heather’s expertise includes working with a variety of non-profit clients and other institutional asset pools. She is knowledgeable across the investment spectrum from public to private assets and other types of alternatives and has spent many years engaged in Responsible Investing initiatives. Education to Boards and Investment Committees is one of Heather’s passions and strengths. Heather received the P&I Influential Women in Institutional Investing Award in 2023.

Mike Young

Current Chair, Investment Committee, The Walters Art Museum

With over 40 years of experience as a Certified Public Accountant, Mike offers a depth of understanding and knowledge that proves invaluable to his clients. He has served businesses in a diverse set of industries, including real estate, retail, distribution, manufacturing, construction, not-for-profit and professional services.

Mike is the former managing director of SC&H Group's Audit practice, which provides tailored, objective assurance services to privately-held businesses, non-profit organizations, and government agencies.

In addition to performing traditional audit and business advisory services, Mike performed business valuation and litigation support engagements, including calculation of economic damages and fraud investigations, and served as an expert witness in fraud, bankruptcy and other litigation matters.

He takes an active role in the community and is a board member of The Walters Art Museum and a board member and chairman of the board of trustees of John Carroll School.

Mike is a magna cum laude graduate of Towson University. He is an Accredited Business Valuator and Certified Public Accountant.