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Speakers


	The Honorable Bill Lockyer California State Treasurer 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 Baron Product Strategist, Lehman Brothers 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 Berge President, Underdog Ventures 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 Deputy Director, The Philanthropy Workshop West 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 Special Advisor for Jobs and Economic Growth Office of Governor Arnold Schwarzenegger 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.

	Russ Hall Managing Partner, Legacy Venture Russ Hall founded Legacy Venture in 1999 with Jim Anderson, and is a managing director of Legacy. Prior to Legacy, he served as the senior vice president at R. Eliot King and Associates, a money management firm. Earlier in his career, he was vice president of marketing for Logic Modeling, director sales and marketing manager at Silicon Solutions, and an associate at Merrill Pickard. He was also a consultant at the Boston Consulting Group and a captain in the Army Corps of Engineers. Russ is an alumnus of the Philanthropic Workshop West, and currently serves on the management advisory committee. He also attended Stanford’s High Impact Philanthropy Program. He is also active in non-profits and his church. Russ is on the board of TimeOut and on the advisory board for Full Circle Fund, Good Capital and the Global Philanthropy Forum. Russ holds and MBA from Stanford Graduate School of Business where he graduated as an Arjay Miller Scholar, an MS from the University of California at Berkeley, and a BS from the United States Military Academy. He and his wife, Debbie, have one daughter.

	Stephen DeBerry Chief Investment Officer, Kapor Enterprises As Chief Investment Officer at Kapor Enterprises, Inc. (KEI), Stephen manages a broad portfolio of investments spanning early stage technology to global equities, with a focus on driving social impact. As Head of Strategy & Innovation, Stephen is responsible for setting direction and building collaboration between a host of organizations in the KEI network, including: Kapor Enterprises, the Mitchell Kapor Foundation, The Level Playing Field Institute and several portfolio entitites. Previously, Stephen was investment director at Omidyar Network, a $400 million mission-based investment firm. Some of his investments include: ClrcleLending (acquired by Virgin), InnoCentive and Prosper. Before Omidyar, Stephen was a senior manager of business development at Interval Research, the research lab established by Microsoft co-founder, Paul Allen. He currently serves on the boards of Friends of New Orleans and The Association of Marshall Scholars. Stephen earned a bachelor’s degree in anthropology with highest honors from UCLA, and holds a master’s degree in social anthropology, as well as an MBA from Oxford University. he is a British Marshall Scholar and a Crown Fellow of the Aspen Institute.

	Richard Fahey Chief Operating Officer, The Skoll Foundation 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.

	Alois Flatz Managing Partner, Zouk Ventures Limited 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 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 (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 (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) (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 (www.sic-processing.com), Germany and of Forma Futura (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.
	Katherine Fulton President, Monitor 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.


	Supervisor John Gioia Supervisor-District One Trustee Contra Costa Employees’ Retirement Association Contra Costa County-Board of Supervisors 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

	Steven Godeke, Godeke Consulting & Co-Author Philanthropy’s New Passing Gear: Mission Related Investing by Rockefeller Philanthropy Advisors Steven Godeke is an independent financial advisor who works with foundations, corporations, and non-profit organizations to integrate their investment and philanthropic goals. He advises organizations and individuals on the creation and execution of mission-related investment strategies across asset classes and program areas. His clients include The Rockefeller Foundation, The Robin Hood Foundation, The Conference Board, The F.B. Heron Foundation, The World Economic Forum and corporate clients in the financial services and pharmaceutical industries. Steven is also an adjunct professor at New York University where he currently teaches a course in Microfinance and Social Entrepreneurship. Prior to establishing his own firm, Steven worked for twelve years in corporate and project finance with Deutsche Bank. He attended Purdue University where he received a B.S. in management and a B.A. in German. He studied as a Fulbright Scholar in Cologne and has an M.P.A from Harvard University.

	John Goldstein Managing Director, Imprint Capital Advisors 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.

	Janice Hester-Amey Portfolio Manager, Corporate Governance California State Teachers’ Retirement System (CalSTRS) Janice Hester Amey is a portfolio manager in the Corporate Governance group at the California State Teachers’ Retirement System (CalSTRS). CalSTRS is a public pension fund established for the benefit of the California public school teachers over 90 years ago, in 1913. CalSTRS serves over 800,000 members, retirees and beneficiaries. CalSTRS is a defined benefit plan. As of December 31, 2007, the fund had approximately $175 billion in assets; Canadian, domestic and international equities represent about $103 billion of these assets. The remainder is allocated to fixed income, real estate, and alternative investments. Janice is responsible for the day-to-day management and the development of policies and guidelines relative to the relational investment managers and corporate governance. There are six full time professionals and one administrative position assigned to the Corporate Governance Asset Group at CalSTRS. The group is responsible for the execution of proxy votes and other corporate actions on the entire US portfolio and the UK, Australian, and Canadian equities in the CalSTRS portfolio. The remaining markets are outsourced to the external investment managers responsible for the securities. The asset class is responsible for the management of $3.4 billion (US) in the relational investment style including internally managed co-investment portfolios. The fund recently completed a search for additional relational investment managers in both US and non-US markets. Janice is a graduate of Trinity College in Hartford, attended Albany Law School and has done extensive coursework in the Masters in Economics program at Trinity. Janice has over 20 years experience in the investment area, almost equally split between the public and private sectors. CalSTRS’ Corporate Governance guidelines and most recent fiscal year domestic proxy votes can be found on the fund’s website at www.calstrs.com. Janice was previously a personal trust portfolio manager at the Hartford National Bank from 1977 to 1985.

	Jackie Khor Managing Director, Imprint Capital Advisors 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.

	Charly Kleissner Founder, KL Felicitas Foundation Dr. Charly Kleissner is a philanthropic entrepreneur utilizing his high technology background in his venture philanthropy. Together with his wife Lisa he co-founded KL Felicitas Foundation (www.KLFelicitasFoundation.org) which focuses on enabling social entrepreneurs, empowering rural communities, and advocating a sustainability, mission, and social investment strategy. Charly is also co-founder of the Social-Impact initiative (www.social-impact.org) helping social entrepreneurs worldwide to accelerate and increase their social impact. Charly serves on the Advisory Board of multiple not-for-profit companies like Acumen Fund, Global Social Benefit Incubator at Santa Clara University, and Global Philanthropy Forum. Charly is supporting multiple social venture and micro financing funds committed to double and triple bottom line returns. He is on the Advisory Council of MicroVest and Acumen Capital Market I. Charly has over twenty years of experience as a senior technology executive in Silicon Valley. He held executive and senior engineering management positions at Ariba Inc., RightPoint, NeXT Software Inc., Digital Equipment Corp. and Hewlett-Packard Company. Charly is now focusing on breaking down the barrier between the for-profit sector and the not-for-profit sector by creating social enterprises as hybrid business structures, insisting that both vehicles can be effective for achieving social change. Charly is taking an entrepreneurial approach towards philanthropy by adhering to the following three strategic imperatives: First, a leveraged and holistic investment strategy including sustainability, mission, and social investments. Second, a venture based strategic portfolio approach focused on results and metrics by investing not only financial resources, but also time, know-how and access to networks. Third, an innovative and high risk approach focused on cross-sector partnerships, hybrid business models, and early stage opportunities. Charly is teaching workshops and seminars about social entrepreneurship, entrepreneurial leadership, social enterprises, and hybrid business models and financing structures. Charly earned his M.S. and Ph.D. in computer science specializing in distributed databases from the University of Technology, Vienna. He authored two software patents and published numerous articles. In 2004, Charly received the ‘Distinguished Alumnus’ award from the University of Technology, Vienna.

	Lisa Kleissner Co-Founder, KL Felicitas Foundation Lisa Kleissner is the president of the KL Felicitas Foundation, a family foundation she co-founded with her husband, Charly, in 2000. The Foundation is dedicated to supporting programs that: * empower rural communities and families through sustainable economic and social change * enable social entrepreneurs worldwide to develop and grow economically sustainable, scalable enterprises with high measurable social impact, and * advocate their Foundation’s sustainability, mission, and social investment strategy with foundations and socially minded individual investors. Lisa provides pro-bono architectural, project and construction management services for non-profits both locally and internationally with a focus on culturally appropriate and sustainable design. Additionally, Lisa has led fund raising efforts for a variety of both local and international non-profits focusing on capital and endowment campaigns. Lisa was raised in Hawaii, attended the Kamehameha Schools and the University of Hawaii at Manoa graduating with a BArch in environmental design. She was the vice president of an architectural firm in Hawaii doing work in Hong Kong, Singapore, Sri Lanka and Malaysia. Most recently she was the president of The Kleissner Group, an architectural and project management firm in Silicon Valley. For more information on their Foundation’s investment strategy, check out www.klfelicitasfoundation.org.

	Susan Leal Former Head, San Francisco Public Utilities Company and Former Treasurer, San Francisco City and County 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.

	Tom Lockard Managing Director, Stone and Youngberg Tom Lockard joined Stone & Youngberg as an investment banker in 1984 and is a member of the firm’s Executive Committee. Mr. Lockard has successfully structured more than 400 separate new issue municipal bond transactions representing over $4.5 billion of California local government debt. Mr. Lockard earned a AB from Stanford and an MBA from Wharton.

	Mindy Lubber President, Ceres 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.

	Elise Lufkin The Calvert Giving Fund Elise Lufkin works with The Calvert Giving Fund to offer mission-aligned investments to donor advised fund holders. Prior to her work with CGF, Elise operated an independent consulting company. She worked in the non-profit field as both executive staff and board, and started and ran two companies. She holds a Masters in Management from Antioch University and a BA from Yale University.

	Alix Marduel, M.D. Director, Alta Partners 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.
	Christopher C. McKnett Principal & Product Engineer, Environmental, Social & Governance Strategies, State Street Global Advisors 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 President, Gray Matters Capital Sam Moss is part of a team that has developed Gray Matters Capital, an operating foundation that researches and collaboratively creates programs around microfinance, affordable education for the poor and social investment. Part of the foundation’s financial corpus is invested in enterprises with demonstrable social impact. Sam particularly focuses on creating a network of “developers,” skilled, seasons professionals serving part time as investment and program underwriters on various initiatives in the GMC portfolio. Sam spent 25 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 chair of the International Association of Microfinance Investors (IAMFI), serves on the Gray Ghost Microfinance Fund Investment Committee, the Coucli of Microfinance Equity Funds and the Atlanta Arts Loan Fund.

	Craig Muska Managing Director, IW Financial Craig Muska serves as managing director at IW Financial and directs the company’s efforts with foundations, asset managers and family offices to develop integrated mission-based and socially responsible investment strategies. Prior to IW Financial, Craig developed and implemented a leading wealth management platform. Craig also performed equity and fixed income research for several global asset management firms. He has a BS in finance from Northern Illinois University and MPA from the University of Illinois at Chicago.

	Carl Palmer Principal, Beartooth Capital Carl co-founded Beartooth Capital Partners, a private equity fund that invests in ranchland to generate strong risk-adjusted financial returns and real conservation results. Carl earned a B.A. from Brown University and an M.B.A from the Stanford University Graduate School of Business where he was president of the Public Management Program.

	Matt Patsky Partner and Portfolio Manager, Winslow Management Matt has over 20 years of investment research and investment management experience. Prior to joining Winslow in 2002, Matt served as Director of Equity Research for Boston-based Adams Harkness, Inc., where he supervised 21 research analysts focused on emerging growth technology, healthcare and consumer companies. Prior to joining Adams Harkness, Inc., in 1995, Matt was a vice president at Robertson Stephens & Co. He began his career with Lehman Brothers in 1984, joining as a sell-side analyst after graduating from Rensselaer Polytechnic Institute. Matt is widely considered to be a green investing expert. As a sell-side analyst he authored over ten industry reports on the topic, including the first report ever published by an investment bank on socially responsible investing in 1994. At Adams Harkness, Inc., he continued studying how health-conscious and aging consumers are adopting natural products over time. He is currently a frequent speaker and media source on a range of green investing topics, including renewable energy, climate change, and organic products. Matt is a CFA charterholder. He serves on the board of Root Capital, a non-profit investment firm focused on lending to low-income communities in Latin America, Asia and Africa whose business activities foster environmental conservation.

	Preston Pinkett III Vice President and Head of Social Investment Program Prudential Financial Preston D. Pinkett III is vice president and head of Prudential’s Social Investment Program, which has a willingness to take informed risks in socially responsible investments that help create healthy, sustainable communities. Prudential’s Social Investment Program has a portfolio of $300 million and has invested more than $1 billion throughout the U.S. Prior to joining Prudential in 2007, Pinkett was the senior vice president for the New Jersey Economic Development Authority where he managed funding and development programs to spur economic development in New Jersey. He also has served as senior vice president with PNC Bank, where he founded and managed the PNC Development Bank and community development investment and lending activities; and senior vice president at Chemical Bank, New Jersey, responsible for community and economic development, government banking, government relations and regulatory compliance. Pinkett is an officer of the Geraldine R. Dodge Foundation, Montclair State University and University Ventures; and is a board member of Newark Museum, New Jersey School Development Authority, Council of NJ Grant Makers and CityWorks. Pinkett has a BS degree in economics from Cornell University and an MBA degree from the Wharton School at the University of Pennsylvania.

	Raúl Pomares Portfolio Manager, Guggenheim Wealth Management Raúl Pomares serves as a portfolio manager for clients of Guggenheim Wealth Management. In addition, Raúl specializes in global Social, Mission & Sustainability Investment (SMSI) programs for foundations and clients seeking social impact from their portfolio. Prior to joining Guggenheim, Raúl was co-founder and director of client services for a boutique wealth management firm that specialized in comprehensive estate planning and investment advisory services for private family offices and individuals. Prior to that, he was a financial planner and investment advisor with AXA Advisors. Earlier in his career, Raúl gained experience as an international private banker for Bank of America and completed various international consulting projects for private investors. He received his degree in international business management from the University of San Francisco.

	Alexandra Readey Private Equity Specialist, Cambridge Associates 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.

	Diego Recalde Principal, GreenSpace Developments Diego Recalde is a specialist in start-ups in the financial sector with over 20 years of experience in M&A, structured finance, and fund management at Kidder Peabody, JPMorgan and Credit Suisse. He helped create and manage a risk arbitrage fund and various investment banking groups. He is currently raising a $200 million mixed-use real estate fund (GreenSpace Developments) to create affordable nonprofit space. His combination of real estate and creative financing expertise has been fundamental to making nonprofit projects financially feasible. Mr. Recalde is also a leader in developing creative strategies for philanthropy in communities of color. He spearheaded the creation of a philanthropic Private Equity Fund. He helped create and fund the SEO Community Assistance Fund, in collaboration with the Kellogg Foundation. He also served as Chairman of the New America Alliance Institute which promotes strategic philanthropy in the Latino community. He has appeared in numerous media outlets, such as CNN, Bloomberg, The New York Times, Wall Street Journal, Latino Leaders, Emerging Market Investor, among others. He has a degree in physics from Wesleyan University and an electrical engineering degree from Columbia University.

	Lisa Richter Principal, GPS Capital Lisa Richter co-founded GPS Capital Partners, LLC to assist foundations and other institutional investors to design and implement investment strategy that enhances mission and public purpose goals. Consultancies range from family foundations to a number of the nation’s largest foundations. Lisa brings 20 years of development finance leadership from ShoreBank Corporation. She holds a BA and MBA from the University of Chicago.
	Vincent Robinson Managing Partner, 360 Group 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 Searing, CPA Shareholder, Clark Nuber 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.

	Don Shaffer President and CEO, RSF Social Finance Don Shaffer is President and CEO of RSF Social Finance, a non profit financial services organization inspired by the work of Rudolf Steiner. RSF has made over $145 million in loans and over $65 million in grants since 1984 to organizations in the areas of Food and Agriculture, Education and the Arts, and Ecological Stewardship.

	Morgan Simon Executive Director, Responsible Endowments Coalition In 2002, as an undergraduate at Swarthmore College, Morgan led the filing of the first student-led shareholder resolution since the apartheid era, successfully convincing Lockheed Martin to add sexual orientation to its non-discrimination policy and give domestic partner benefits. She has also led similarly successful efforts at FedEx, Dover and Masco. Her work has been followed by FoxNews, The Wall Street Journal, Washington Post, and other media, and she has led trainings on responsible investing for students across the country. Morgan has extensive experience in international and community development. She was the co-founder of Girls Action Initiative, a 501(c)3 non-profit organization in Philadelphia that provided mentorship for middle-school girls. Working with the United Nations Development Project in Honduras, and local organizations in Mexico and Sierra Leone, she has contributed to HIV/AIDS and environmental research and outreach. She has also worked in corporate reform from two very different angles: at Women’s Initiative for Self Employment, helping low-income women start small businesses, and also as part of ForestEthics’ Corporate Action Program, which works to improve the environmental policies of large corporations.
	Beth Sirull Director, Pacific Community Ventures 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.

	Marjorie Torres Managing Principal, GreenSpace Developments Marjorie Torres is currently raising a $200 million mixed-use real estate fund (GreenSpace Developments) to create affordable nonprofit space. She is also the founder of Concrete Stories, a full-service commercial real estate firm which provides strategic advice, brokerage, and real estate development. She is a serial entrepreneur and her investors include Credit Suisse, Columbia University, Wesleyan University, among other institutions. She has originated, managed and delivered real estate projects as well as successfully executed turn-around of distressed assets for over 15 years. Ms Torres has an industrial engineer degree from Columbia University and a Certificate in Corporate Governance from the Harvard Business School. Her board service includes Columbia University’s School of Engineering, the Women’s Venture Fund, and the New America Alliance. Ms. Torres has been featured in the New York Times, Time Warner publications, Univision, Latino Leaders, Hispanic Business, and as a real estate expert in Donald Trump’s book “The Best Real Estate Advice I Ever Received”. Columbia University recognized her as one of their “Top 40 Alumni under Forty” and she has received the 2005 Latina Excellence Business Award by HISPANIC Magazine.

	Barry Uphoff Managing Principal, Capricorn Investment Group 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 Varnum CFAO, Lemelson Foundation 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.

	Christa Velasquez Director of Social Investments, Annie E. Casey Foundation Christa Velasquez is director of Social investments at the Annie E. Casey Foundation. The Foundation is a private charitable organization whose principal mission is to help build better futures for disadvantaged children and families. Ms. Velasquez is responsible for developing, coordinating, and managing the Foundation’s $100 million social investment fund. She develops and implements the Foundation’s evolving social investment strategy, designs social investment policies and procedures, and educates staff about Social Investments (SIs) and how to identify potential investments. Ms. Velasquez also manages the due-diligence process and is responsible for deal structuring, portfolio monitoring, creating SI training tools and developing a technical assistance plan for grantees and partners. Prior to joining the Foundation, Ms. Velasquez spent six years at Brody, Weiser, Burns (BWB), a consulting firm based in Connecticut, the last two years as an associate partner. At BWB, she specialized in social investing, community development financing, business planning for social ventures, program evaluation, and management of minority cultural institutions. She has worked extensively to develop new SI programs, evaluate and redesign existing programs, underwrite and structure investments, and monitor the performance of borrowers and investees. Her current and former board experience includes TRF Urban Growth Partners, the American Visionary Art Museum, Catholic Charities of the Archdiocese of Baltimore, Goodwill Industries of the Chesapeake, and the Yale University School of Management Internship Fund. Ms. Velasquez has an undergraduate degree in Latin American Studies from the University of Chicago, and an M.B.A. from the Yale School of Management.

	Georgette Wong President, Correlation Consulting Over the last fifteen years, Ms. Wong has advised investors on public and private investments, grown and funded early stage companies, and developed organizations focused on more effective philanthropy and partnerships between the business and social sectors. Prior to founding her firm in 2006, Ms. Wong was the Director of Investor Relations for Sterling Stamos Capital Management LLC, a $2.5B integrated investment firm. She managed some of the firm’s top relationships with Fortune 100 companies and high net worth families and provided guidance for the firm’s first year of philanthropy. Ms. Wong has served on the Boards of The Full Circle Fund, The Foundation Incubator, and Chinese for Affirmative Action. Earlier in her career, Ms. Wong raised $1M each year for the Asian Law Caucus, the nation’s oldest legal and civil rights organization for Asian Pacific Americans. Ms. Wong 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.