Bloomberg’s Sustainable Business Summit NYC will take place on October 12th from 1:00 PM to 6:00 PM and October 13th from 9:00 AM to 1:00 PM at Bloomberg LP, 731 Lexington Ave., New York, NY.
Bloomberg’s 3rd annual Sustainable Business Summit takes a forward-oriented look at how companies are innovating in their sustainable business models and adopting practices that prioritize sustainable value.
Uniquely positioned at the intersection of sustainable business and sustainable investing, the Summit brings together top executives and government leaders to discuss challenges and opportunities in sustainability, including:
- How Investors are Assessing Sustainable Investments
- How to Break It to Investors That You’re Sustainable
- Evaluating Green and Social Bonds
- Invest As If There’s a Future
- Climate Change and Clean Energy Investments
- New Guidance for a New Era
- Cities Are the Perfect Agents of Sustainable Change
- The UN Delivers Goals. Business Delivers Success
- Sustainability Starts at Home
- Meet the Dynamic Duo: A Case Study of a Successful CFO/CSO Partnership
- Cleaning up the Company’s Energy Supply
- Driving Value through Diversity
- Sustainability in the Trump Era
AGENDA Day 1: Sustainable Finance
How Investors are Assessing Sustainable Investments
Financial advisors are seeing everyone from large institutional investors to millennials prioritize sustainable practices over high returns. How are advisory firms creating sustainable investing options that can be customized to a client’s preferences about ESG and bent toward either an active or passive strategy? Are ESG considerations shifting the allocation of capital at a meaningful enough rate to bring about real change?
How to Break It to Investors That You’re Sustainable
While investors have become increasingly comfortable with sustainability, many companies still struggle to clearly articulate their priorities and performance in this area to their investors. How can companies better align their investor relations and sustainability departments for everyone’s benefit? The CSO and VP of Investor Relations for Campbell Soup Company sit down for a candid discussion on developing a common language and understanding of performance and expectations.
Evaluating Green Bonds
As more green bonds are issued by a wider variety of institutions, investors are starting to track exactly how green those bonds are. Investors discuss how they are evaluating green bonds and assessing what and how are the right objectives to be reached by these bonds.
The boom in green bonds has led to the next advancement in the world of sustainable investing—social bonds. How are the lessons learned from green bonds being applied to the issuance of social bonds?
Invest As If There’s a Future
Complexities of modern life require analysis on time frames longer than quarterly returns or biannual elections. Businesses, consequently, are rethinking their strategies. In this environment, some prominent investors are advocating a long-term approach to value creation. Leading investors discuss how they are considering both the macro- and micro-approach to considering sustainability factors in their investing decisions.
Climate Change and Clean Energy Investments
Bloomberg New Energy Finance revisits the “Mapping the Gap: The Road from Paris,” report on financing the commitments made in the Paris Agreement. BNEF analysts break down how recent changes in technology and politics have impacted the reports’ findings and what that means for the clean energy market.
New Guidance for a New Era
Following the recent launch of the Task Force on Climate Related Financial Disclosures’ final recommendations report, speakers overview the scenario analysis approach and share a firsthand perspective on applying it at a company.
Day 2: Sustainable Business
Cities Are the Perfect Agents of Sustainable Change
Two-thirds of the U.S. population now lives in cities, with projections showing that number will continue to grow. Cities are the laboratories where new technologies can tackle their first real-world tests. Changes in vehicle design and energy use, and public transit networks are transforming the way people and products get around. Innovations in connectivity, materials and construction are giving rise to ultra-modern buildings and urban infrastructure. City officials and urban experts will reveal how cities are deciding which technologies to invest in and how to partner with the private sector for the benefit of all.
The UN Delivers Goals. Business Delivers Success.
In 2015 the United Nations adopted the most ambitious set of goals in its history. The Sustainable Development Goals (SDGs) are an aspirational operating system for humanity—17 high-level missions for governments, business and civil-society groups to complete by 2030. Companies face two top-tier challenges: to thrive financially and to enable these dramatic changes to happen. How should work on the SDGs be reflected in a company’s corporate governance? How can companies embed this global mission into their corporate strategy in ways that make a unique contribution to the achievement of these goals?
Integrating Sustainability across the Supply Chain
A business is only as sustainable as its supply chain—downstream, upstream and post-consumer. Heads of supply chains from leading businesses discuss how they enforce supplier requirements to assess the lifecycle of products and commit to downstream recycling and, if necessary, non-impactful disposal. They also discuss how they are managing the transition to more sustainable practices and the impact these changes have on the communities and economies that supported their previous practices.
Meet the Dynamic Duo: A Case Study of a Successful CFO/CSO Partnership
Chief Sustainability Officers have critical allies in their Chief Financial Officers. A CSO/CFO pair from a company with a strong commitment to sustainable business strategies sits down to discuss their collaboration and how they influence internal and external stakeholders alike.
Cleaning up the Company’s Energy Supply
More and more companies are committing to renewable energy; about 90 of the world’s largest multinational companies have committed to go 100 percent renewable. Silicon Valley tech companies are leading the charge, investing heavily in solar and wind energy with the aim of meeting their renewable goals sooner rather than later. As these big companies increase demand for and delivery of renewable energy, smaller companies are now also finding it possible to ride the momentum. How are tech companies developing replicable business models that incorporate investment in renewable energy? What lessons can they offer companies starting their renewable journey?
Driving Value through Diversity
Environmental, social, economic wellbeing initiatives aren’t just good corporate policy, they’re good for business. Sustainability and corporate social responsibility leaders from top companies discuss how they are using initiatives around diversity and sustainability to open up new markets, lower costs and drive value across their firms. How can the incorporation of sustainability make companies more competitive, both in their business and in attracting top talent? What impact does the placement of the sustainability team within an organization have on the company’s incorporation of these principals and its innovation around them?
Sustainability in the Trump Era
President Trump has rolled back many of President Obama’s climate regulatory initiatives and prioritized fidelity to polluting industries over greenhouse gas reduction or environmental progress. How should business leaders react to Washington’s reshuffled priorities on climate change and the environment? Will companies begin to shy away from sustainable practices? How should they communicate their sustainable goals and priorities in a political environment that seems to belittle them?
PETER BAKKER, PRESIDENT, WORLD BUSINESS COUNCIL FOR SUSTAINABLE DEVELOPMENT
Peter Bakker is a distinguished business leader who until June 2011 was the CEO of TNT NV the Netherlands based holding company of TNT Express and Royal TNT Post (formerly TPG Post). At end of May 2011 TNT NV was split in two separately listed companies: TNT Express NV and PostNL NV. He led the demerger of TNT and, after its completion has stepped down and left the TNT group per June 1, 2011.
Under leadership of Mr. Bakker, TNT became a leader in Corporate Responsibility with a ground-breaking partnership with the UN World Food Program, ambitious CO2 reduction targets from its Planet Me initiative and multiple year leading positions in the Dow Jones Sustainability Index.
He joined Royal TPG Post in 1991 and was appointed financial director of its parcels business unit in 1993. He was appointed financial control director of TPG Post in 1996 and became a member of the Board of Management of TPGPost in 1997. Since the split of TPG N.V. from Koninklijke PTT Nederland N.V. until his appointment as CEO in 2001, he was chief financial officer and a member of the TPG Board of Management. Mr. Bakker is a respected leader in Corporate Responsibility. He is the recipient of Clinton Global Citizen Award in 2009; SAM Sustainability Leadership Award in 2010; and the UN’s WFP Ambassador Against Hunger in 2011. In addition he is the Chairman of War Child Netherlands.
Mr. Bakker holds a masters degree in Business Economics from the Erasmus University Rotterdam and a Bachelor Degree in Business Administration from the HTS Alkmaar.
AUDREY CHOI, CHIEF MARKETING OFFICER AND CHIEF SUSTAINABILITY OFFICER, MORGAN STANLEY
Audrey Choi is Chief Marketing Officer and Chief Sustainability Officer of Morgan Stanley. As Chief Marketing Officer, Audrey is responsible for stewarding the brand to reflect the firm’s core values of leading with integrity and exceptional ideas across its businesses and geographies. As Chief Sustainability Officer, Audrey oversees the firm’s efforts to promote global sustainability through the capital markets.
In a career spanning the public, private and nonprofit sectors, Audrey has become a thought leader on how finance can be harnessed to address community concerns and global challenges. Prior to joining Morgan Stanley, Audrey held senior policy positions in the Clinton Administration, including serving as Chief of Staff of the Council of Economic Advisers, and Domestic Policy Advisor to the Vice President. Previously, Audrey was a foreign correspondent and bureau chief at The Wall Street Journal. She serves on the boards of several national nonprofits focused on sustainability, community development and social justice. Audrey is a graduate of Harvard College and Harvard Business School.
INGRID DYOTT, MANAGING DIRECTOR, NEUBERGER BERMAN
For the past twenty years, Ingrid has been an integral part of Neuberger Berman’s socially responsive group. She is a Managing Director and Portfolio Manager on the Socially Responsive Investing (SRI) Team. Ingrid is responsible for financial, social and environmental analysis for the SRI portfolio.
Before joining the firm in 1997, she was a research analyst at the Council on Economic Priorities; a non profit research organization focusing on corporate social and environmental responsibilities. Ingrid received a B.A. from Bowdoin College and an M.B.A. from Columbia University. Ingrid is actively involved in the SRI community through various functions and speaking engagements. Ingrid serves on the Board of Directors of Arbor Brothers, a nonprofit focused on finding and funding social entrepreneurs targeting the root causes of poverty.
GREGORY ELDERS, SENIOR ESG ANALYST, BLOOMBERG INTELLIGENCE
Gregory Elders, Bloomberg Intelligence Senior ESG Analyst, has fifteen years’ experience valuing environmental, social and governance risks and opportunities. He has consistently earned a top analyst ranking in the Extel/SRI-Connect Independent Research in Responsible Investment (IRRI) survey.
He leads Bloomberg’s investment research on ESG, and has spear-headed development of its ESG valuation and analytic tools. His research efforts include financial impacts and opportunities of a low-carbon transition; analysis of company and country governance and corruption control; extractive industries safety and performance link; water scarcity impacts on business operations; activist investor targets and defenses.
He has held the roles of Fixed Income Research Analyst at Merrill Lynch in New York and Head of Research at Trucost in London. Gregory has an MSc in Environmental Policy from the London School of Economics and a BA in Economics from Cornell University.
ROBERT FERNANDEZ, VICE PRESIDENT AND DIRECTOR OF ESG RESEARCH, BRECKINRIDGE CAPITAL ADVISORS
Rob, vice president, is Breckinridge’s director of environmental, social and governance (ESG) research. In his role, Rob leads Breckinridge’s ongoing ESG integration efforts, regularly contributes thought leadership and performs corporate credit analysis. Rob has been with the firm since 2010 and has over 18 years of research experience. Prior to Breckinridge, Rob was a senior research analyst at Opus Investment Management. Rob began his career in credit research at State Street Bank & Trust Co. as a participant in its commercial loan officer development program. He has also held commercial credit analyst positions at Cambridge Savings Bank and Eastern Bank. Rob serves as treasurer and board member of the CFA Society Boston, Inc., as a member of the Investment Committee for the United Way of Massachusetts Bay and as a member of the advisory board for the CECP Strategic Investor Initiative. He holds a BS from Boston College and an MBA from the Boston University School of Management. He is a member of the CFA Institute and is an FSA Credential holder.
ANDREAS FIBIG, CHAIRMAN AND CEO, INTERNATIONAL FLAVORS & FRAGRANCES (IFF)
Andreas Fibig is the Chairman and CEO of New York-based International Flavors & Fragrances (IFF), a leading innovator of unique products that consumers taste, smell, or feel in fine fragrances and cosmetics, detergents and household goods, and foods and beverages. He is a global business leader with more than 25 years of international experience including executive responsibilities in Europe, North America, South America, Africa and Asia.
Prior to joining IFF, Mr. Fibig was President and Chair of the Board of Management of Bayer Healthcare Pharmaceuticals (BHP). During his tenure at BHP, the company launched multiple new medicines to help patients with serious unmet medical needs, while controlling costs, enhancing business development and marketing capabilities, and accelerating growth to industry leading rates. Previously, he was Senior Vice President/General Manager, responsible for Pfizer’s central nervous system, neurology and pain management operations in the United States.
A believer in the role of business in leading and driving sustainable practices, Mr. Fibig was elected to the Executive Committee of the WBCSD in October 2016. He is proud of the passion with which the people of IFF have embraced their opportunities to make a difference with several industry firsts: first Green Circle certified Zero Waste to Landfill facility; first Cradle to Cradle CertifiedTM fragrance; and the first on-site wind turbine, among many others.
Mr. Fibig was appointed to the board of Bunge Limited in 2016 and the board of the German American Chamber of Commerce in 2017. He holds a degree in Marketing and Business Management from Berlin’s University of Economics.
PATRICK FLYNN, SENIOR DIRECTOR OF SUSTAINABILITY, SALESFORCE
Patrick Flynn is the Senior Director of Sustainability for Salesforce, the world’s leading CRM provider and the fastest growing top 10 software company in the world. Prior to Salesforce, Patrick worked for IO, a leading global colocation data center provider, where he led sustainability strategy and also built and led a San Francisco-based R&D team. He has experience working as a building engineer (he has a P.E. in HVAC) and as an investor in a cleantech venture capital firm, where he focused on green building technologies and software- driven energy efficiency. Patrick holds an MBA from the MIT Sloan School of Management as well as a BS in Mechanical Engineering from Stanford University. He received the Thomas R. Peterson Achievement Award and two Peer Recognition Awards for his contributions to the MIT Sloan community.
STEPHEN FREEDMAN, PH.D., CFA, HEAD OF SUSTAINABLE INVESTING SOLUTIONS, WEALTH MANAGEMENT AMERICAS, UBS
Upon joining UBS in 1998, Stephen served as an economist and public policy analyst out of the Swiss headquarters. In 2007, Stephen transferred to the US as a Global Investment Strategist and was responsible for Asset Allocation until recently. In recent years, he was responsible for thematic investment research, analyzing topical and long-term trends, and making them investable to UBS clients. He also lead Sustainable Investing research in the US and was in particular the lead author and editor of the firm’s Sustainable Investing whitepaper series and a frequent speaker on the topic. Today, as head of Sustainable Investing Solutions for UBS Wealth Management Americas, he is responsible for strategically developing the Sustainable Investing Products and services platform, while promoting Sustainable Investing concepts and solutions to Financial Advisors and clients through engagement and education.
KEN GOSNELL, VP FINANCE STRATEGY & INVESTOR RELATIONS, CAMPBELL SOUP COMPANY
Ken Gosnell has more than 25 years of finance experience. He joined Campbell in 2003 as Vice President, Finance at Pepperidge Farm. Prior to coming to Campbell, he worked at Compaq Computer Corporation for five years and was one of the executives that worked on the merger team with Hewlett-Packard during that acquisition in 2002. He also has previous experience in food industry finance, having worked at PepsiCo in both domestic and international financial assignments. Ken has a bachelor’s degree in Finance from the University of Central Florida, and an MBA from The Wharton School of the University of Pennsylvania.
JAY GOULD, PRESIDENT AND CEO, INTERFACE, INC.
Jay Gould is President and CEO of Interface, Inc. He was promoted to the CEO position in March 2017, becoming only the third CEO in the company’s 43-year history.
Jay has set Interface’s path forward with a new strategic vision to lead the organization into its next phase of growth, building upon his expertise in transforming business through purpose. Through his leadership, Jay is driving Interface and its talented, passionate team to become the world’s most valuable interior products and services company, delivering superior value for its key stakeholders: customers, shareowners, employees, and the environment.
Jay spent the prior two years as COO leading Interface’s global operations, marketing, and organizational development. He was also a key driver of the company’s first global category expansion in more than 10 years into modular resilient flooring with its debut luxury vinyl tile offering.
Prior to joining Interface, Jay served as CEO of American Standard Brands, where he re-energized the 138-year-old brand and led a financial turnaround including top-line growth, cost-cutting, and innovation leadership.
Jay has worked internationally for more than 20 years and spent several years living in Japan. He helped to globalize brands such as Minute Maid, Dasani, Graco and Rubbermaid. He successfully built new business platforms in Europe and Asia, which included key acquisitions in Germany, Japan and China. While at Newell Rubbermaid, he managed international businesses that penetrated over 100 countries and generated revenues exceeding $500 million. He also led innovation at Coca-Cola, where he built a global innovation system that included development centers on all six major continents.
Jay graduated from the University of Dayton, summa cum laude, and holds an MBA from Harvard Business School. He has three children and resides with his wife in Atlanta, GA.
JANINE GUILLOT, DIRECTOR OF CAPITAL MARKETS POLICY AND OUTREACH, SASB
Janine Guillot is the Director of Capital Markets Policy and Outreach at SASB, where she works with investors to support demand for standardized disclosure of material sustainability factors. Ms. Guillot has more than 25 years of experience in operating, strategy, risk management and finance roles in financial services, most recently as Chief Operating Officer of Incapture LP, an early stage enterprise technology and asset management business. Prior to joining Incapture, Janine served as Chief Operating Investment Officer for the California Public Employee’s Retirement System (CalPERS). She was responsible for CalPERS investment office business and operational management, CalPERS Affiliate funds, and CalPERS defined contribution plans. Ms. Guillot also oversaw the CalPERS corporate governance program, including integration of sustainability and governance factors into investment decision-making. Janine has also held senior leadership positions at Barclays Global Investors and Bank of America, including serving as Chief Operating Officer for BGI’s European and Global Fixed Income businesses.
Janine holds a bachelor’s degree in Business Administration with a concentration in accounting from Southern Methodist University. She serves as Chair of the Board of Directors of the Marin Agricultural Land Trust, and she is a member of the board of Directors of Equilibrium Capital and Community Initiatives and serves on the FDIC’s Systemic Resolution Advisory Committee.
CLIFF HENSON, SR. VICE PRESIDENT, ENTERPRISE GROUP GLOBAL SUPPLY CHAIN, HEWLETT PACKARD ENTERPRISE
Cliff Henson is Senior Vice President of HPE’s Enterprise Group Global Supply Chain. This function is responsible for driving best in class supply chain performance and customer experience for the Enterprise Group’s $24B business segment.
Prior to this assignment, Cliff was Vice President of EG Global Business Units Supply Chains for Server, Storage, Networking and Software. Previously he was Vice President of HP’s Worldwide Storage and Software Supply Chains and Vice President of Americas and EMEA Supply Chain and Logistics Operations. Since joining HPE in 1993, he has held leadership positions in strategy, business operations, new products, engineering, e-commerce and customer experience roles primarily in the Enterprise Group.
Prior to joining HPE, Cliff worked at ITT holding management positions in supply chain, engineering and product development in the Controls and Instrumentation Division in Texas and California.
Cliff has a BS in Mechanical Engineering from Texas Tech University and a MBA in Finance from the University of St. Thomas. Cliff serves on the Texas Tech University Engineering Advisory board and has served as board member on the Houston Minority Business Council and the Greater Houston Partnership Economic Development Council.
KERYN JAMES, GROUP CHIEF EXECUTIVE, ERM
Keryn is the Group Chief Executive of ERM. She commenced this role in April 2017, having previously been the Global Director of Operations and the Regional CEO for Asia Pacific. Keryn joined ERM in 1993 and has worked with clients across a range of geographies including Asia, Africa, Europe, North America and Latin America. She has over 25 years’ experience in sustainability and Environment, Health and Safety (EHS) consulting across a broad range of sectors including oil and gas, mining, chemicals, infrastructure and power. She has supported clients in the development of sustainability and EHS strategy, evaluation of mergers, acquisitions and divestments, as well as project development and implementation and operational performance management, working at corporate and site level. Her specific technical expertise including social and environmental impact assessment, due diligence and management.
RAY LONG, VICE PRESIDENT, NATIONAL STATE AND FEDERAL GOVERNMENT AFFAIRS, NRG ENERGY
Raymond G. Long is the Vice President for National State and Federal Government Affairs for NRG Energy. Mr. Long has over 25 years of experience managing corporate external campaigns and initiatives and has been with NRG since 2003. He is responsible for managing the external activities for NRG’s portfolio of conventional generation, retail and renewable development throughout the United States. Prior to joining NRG, Mr. Long served as Director of External Affairs for over three years at Mirant, where he worked on state and federal issues in the United States and Eastern Canada. Before joining Mirant, Mr. Long spent eight years representing corporate clients on public affairs and strategic communications issues in the New England States. Mr. Long has extensive experience working on corporate and political campaigns. Mr. Long holds a Juris Doctor from Suffolk University Law School and a Bachelor of Science in Public Policy and Administration from Suffolk University.
An avid lover of the outdoors, Mr. Long is a long-time hiker, runner and triathlete. He has completed three Ironman distance triathlons and over 20 triathlons in all, along with 17 marathons and five ultra-distance running races. He has hiked extensively in the New Hampshire White Mountains, including the Presidential Traverse, and completed the Grand Canyon Rim-to-Rim run.
Mr. Long serves on the board of directors of the New York League of Conservation Voters Education Fund, and the boards of directors for the Public Affairs Council and the New England Council. Additionally, Mr. Long has served on the Delaware Energy and Environmental Taskforce, the Connecticut Clean Energy Taskforce, and the New York City Mayor’s Energy Taskforce.
KATHLEEN MCLAUGHLIN, SENIOR VICE PRESIDENT AND CHIEF SUSTAINABILITY OFFICER; PRESIDENT, WALMART FOUNDATION
Kathleen McLaughlin is Senior Vice President, Chief Sustainability Officer for Wal-Mart Stores, Inc., and the President of the Walmart Foundation. In these roles, Kathleen is responsible for that focus on using Walmart’s strengths to create economic opportunity for individuals and foster inclusive economic development; enhance the sustainability of food, apparel, and general merchandise supply chains; and strengthen the resilience of local communities. Last year, in addition to business initiatives investing in people and businesses in supply chains, the company surpassed over $1.4 billion in giving worldwide, including $1 billion of food donations. McLaughlin joined Walmart in 2013. Before that, she spent over 20 years with the global consulting firm McKinsey & Company. McLaughlin earned a bachelor’s degree from Boston University, and she also earned a master’s degree from Oxford University, where she was a Rhodes Scholar.
JAMES MURPHY, EXECUTIVE VICE PRESIDENT, WORLDWIDE SALES & MARKETING, SEAGATE TECHNOLOGY, LTD.
Jim Murphy has been a leader in the HDD industry for more than 25 years. He joined Seagate in 2017 as Executive Vice President, Worldwide Sales & Marketing, where he leads the company’s global go-tomarket strategies, teams, and sales activities. Prior to joining Seagate, Mr. Murphy served in a variety of executive leadership roles at Western Digital Corporation, including as President of Western Digital Corporation, Executive Vice President of Worldwide Sales & Sales Operations, and Vice President of Asia Pacific sales. Mr. Murphy began his career with IBM in the sales organization, where he held a number of sales roles with increasing responsibility over a seven year period. Mr. Murphy earned a Bachelor’s degree in finance from Santa Clara University, Santa Clara, Calif.
AMY O’BRIEN, MANAGING DIRECTOR AND HEAD OF RESPONSIBLE INVESTMENT, TIAA INVESTMENTS
Amy Muska O’Brien is a managing director and the head of Responsible Investment at TIAA Investments, an affiliate of Nuveen. She provides overall strategic leadership on the implementation of the firm’s responsible investment commitments and environmental, social and governance (ESG) approaches, including ESG-focused funds, ESG integration frameworks across asset classes, and the firm’s community and impact investing portfolios.
Having joined the firm as a director in 2005, Ms. O’Brien has worked on a wide range of ESG and community investing initiatives across TIAA. Ms. O’Brien has 20 years of professional experience in the field of socially responsible investing. Prior to joining TIAA in 2005, Ms. O’Brien served as Director of Corporate Social Responsibility at the Pension Boards – United Church of Christ, where she developed and implemented socially responsible investment strategies. Previously, she was Research Manager at the Council on Economic Priorities, the non-profit research firm that pioneered the field of corporate social and environmental responsibility ratings for investors and consumers.
Ms. O’Brien earned a B.S. in Biology from Boston College and an M.S. in Environmental Management and Policy from Rensselaer Polytechnic Institute.
From 2006-2011 she served on the Board of Directors of the Social Investment Forum (SIF), a national nonprofit membership association dedicated to advancing investment practices that consider environmental, social and corporate governance criteria. In 2008, Ms. O’Brien joined the board of directors of The Investor Responsibility Research Center Institute for Corporate Responsibility (IRRCi), whose mission is to act as a catalyst for thought leaders, and to sponsor research on corporate governance and corporate responsibility. In 2011 she was appointed to the Steering Committee of the Global Initiative for Sustainability Ratings. Ms. O’Brien became a member of the Financial Women’s Association of New York in 2012 and in 2014 she was named to the Principles for Responsible Investment (PRI) Initiative’s Reporting and Assessment Steering Committee
As a longtime leader in the field of responsible investment, Ms. O’Brien is a frequent speaker on responsible investment trends, challenges and opportunities, including presentations at the Milken Institute Global Conference and the U.S. Department of Labor. Her insights have been covered by numerous media outlets, including the Associated Press, Barron’s, Institutional Investor, The New York Times and The Wall Street Journal.
CHRISSA PAGITSAS, DIRECTOR, GREEN INITIATIVE, FANNIE MAE
Chrissa Pagitsas leads Fannie Mae’s Multifamily Green Initiative. In this role, Ms. Pagitsas leads the team to transform the US’s multifamily housing stock through Green Financing for energy and water efficiency improvements and green buildings.
Under her leadership, the Fannie Mae Multifamily Mortgage Business has originated over $140M in Green Mortgage Backed Securities (MBS). Financial innovations included integrating energy and water efficiency considerations into standard underwriting processes and creating the Green MBS. Her prior experience includes serving as a project manager and consultant to commercial real estate owners on environmental sustainability strategies, advising clients on energy management investment strategies in emerging markets, and implementing large scale utility data and financial management solutions for utility companies in the U.S. and Europe.
Ms. Pagitsas holds an MBA from the Darden School of Business, University of Virginia and a BA from Johns Hopkins University.
CURTIS RAVENEL, HEAD, SUSTAINABLE BUSINESS AND FINANCE, 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. Curtis has worked for Bloomberg in multiple roles. He was the Financial Controller for Asia managing accounting, tax, treasury and audit services for 23 legal entities with combined annual revenues exceeding $1 billion USD. This was preceded by various roles in the Capital Planning and Financial Analysis Groups.
He currently serves as a board member at US SIF, The Forum for Sustainable and Responsible Investment, and at the Sustainability Accounting Standards Board (SASB). He serves as an advisor to the Global Initiative for Sustainability Ratings (GISR) and the USA Advisory Board to the G8 Social Impact Investment Taskforce. Curtis was awarded a David Rockefeller Fellowship with the Partnership for New York City in 2011. He earned an MBA from Columbia Business School and a BA in History from Davidson College.
ASHLEY SCHULTEN, HEAD OF RESPONSIBLE INVESTING FOR GLOBAL FIXED INCOME, BLACKROCK
Ashley Schulten, is the Head of Responsible Investing for Global Fixed Income. Ms. Schulten is a portfolio manager on global green and socially responsible mandates and leads the coordination of the BlackRock firm wide Green Bond effort. She partners with BlackRock’s Global Fixed Income team to bring ESG and climate risk integration tools and strategies to the investment process. Prior to this role, she spent several years in the Global Rates Trading team. Previous to BlackRock, Ms. Schulten’s work included 20 years as a sell side interest rate and options trader. Ms. Schulten earned a BA in Political Science from Vanderbilt University in 1992. She serves on the Executive Committee of Green Bond Principles and Cicero’s Climate Finance Board. She has contributed to publications on green finance including “Investor Expectations of the Green Bond Market” through Ceres and “Categorizing Climate Risk for Investors” through the Cicero Center for International Climate Research. In her personal capacity, she sits on the Board of the Mianus River Gorge, the first Nature Conservancy land project.
DAVE STANGIS, VICE PRESIDENT-CORPORATE RESPONSIBILITY AND CHIEF SUSTAINABILITY OFFICER, CAMPBELL SOUP COMPANY
Dave Stangis was named Vice President-Corporate Responsibility and Chief Sustainability Officer in March 2016. He reports to Denise Morrison, President and Chief Executive Officer.
Dave designs Campbell’s corporate social responsibility (CSR) and sustainability strategies, goals, policies, and programs. He leads the Company’s strategies and external engagement related to CSR Strategy, Responsible Sourcing, Sustainable Agriculture, and Operational Sustainability. Working closely with other senior leaders, he is advancing Campbell’s operational and communication strategies in these areas.
Dave has helped the company achieve its place on the Dow Jones Sustainability Indexes, the 100 Best Corporate Citizens List, and recognition as one of the World’s Most Ethical Companies.
Dave joined Campbell as Vice President-CSR and Sustainability in September 2008. In 2011, his role was expanded to include oversight of Community Affairs and the Campbell Soup Foundation. From 2011 to 2016, he served as Vice President – Public Affairs and Corporate Responsibility and President of the Campbell Soup Foundation.
Dave is also an Entrepreneur in Residence at Babson College. Previously, Dave worked for 12 years at Intel, where he created and led the corporate responsibility function.
In 2008 and 2013, Dave was named one of the 100 Most Influential People in Business Ethics by Ethisphere Magazine. Trust Across America named Dave one of the Top 100 Thought Leaders in Trustworthy Business Behavior for 4 years in a row. He serves/has served on the boards of Graham Sustainability Institute at the University of Michigan, Net Impact, The University of Detroit Mercy College of Business, Sustainable Brands, and the United Way of Greater Philadelphia and Southern New Jersey.
Dave earned his B.S. degree from the University of Detroit, his M.S. degree in occupational and environmental health from Wayne State University, and his M.B.A. degree from the University of Michigan.
JOHN STREUR, PRESIDENT AND CEO, CALVERT RESEARCH AND MANAGEMENT
John Streur is President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Calvert serves all types of investors through its family of mutual funds and separate accounts. Mr. Streur is also President and a Trustee/Director of the Calvert Funds and a Director of Calvert Foundation and member of its Risk Oversight Committee.
Since joining Calvert as CEO in 2015, Mr. Streur has restructured Calvert with focus on investment research and emphasis on environmental, social and governance factors integrated with investment decisions. He has guided the creation of the Calvert Principles for Responsible Investing and the Calvert Research System, as well as the development of the Calvert Responsible Investment Index Funds.
Mr. Streur began to focus his energy exclusively on responsible and sustainable investing in 2012, as President, Director and Principal of Portfolio 21, a boutique investment management firm specializing in global environmental investing. Previously, he spent 20 years at Managers Investment Group LLC (and its predecessor), a firm he co-founded and where he served as President, CEO and Chair of the Investment Committee. He was also President and Trustee of the firm’s fund family, Managers Funds and Managers AMG Funds. Managers Investment Group LLC grew to over $30 billion in assets under management and offered investment strategies across global equity, debt and derivative markets.
Mr. Streur has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991. Mr. Streur is a founding member of the Investor Advisory Group for the Sustainable Accounting Standards Board (SASB), a group of leading asset owners and asset managers committed to improving the quality and comparability of sustainability related disclosure by corporations for use by investors. He is currently a Director on the Board of the Environmental Media Association, whose mission is to motivate the entertainment industry to educate the public about environmental issues and sustainability through all forms of media. He is a graduate of the University of Wisconsin; Bachelor of Science, College of Agriculture and Life Sciences.
CARRIE VAROQUIERS, VP OF GLOBAL IMPACT, WORKDAY FOUNDATION
Carrie Varoquiers is vice president, global impact at Workday and president of the Workday Foundation. She is responsible for philanthropic grant making, employee community involvement programs, environmental sustainability efforts, and corporate citizenship reporting.
Prior to joining Workday, Carrie was president of the McKesson Foundation and vice president of corporate citizenship at McKesson Corp. Carrie developed the McKesson Foundation’s “Mobilizing for Health” grant initiative, which encourages the use of mobile technologies in chronic care, and founded Giving Comfort, a not-for- profit program supporting low-income chemotherapy patients. Prior to joining McKesson, Carrie was founder and president of Cause Partners, a cause marketing consulting firm based in San Francisco. Carrie has also held various positions at Levi Strauss & Co., including program director responsible for cause marketing programs for all of Levi’s brands.
Carrie holds a Master of Business Administration degree from Golden Gate University, a Master of Public Health degree from Johns Hopkins University and a bachelor’s degree from University of California, Berkeley. She serves on the boards of the Association of Corporate Contributions Professionals and Family House.
DAN WALL, PRESIDENT, GLOBAL PRODUCTS, EXPEDITORS
Like many at Expeditors, Dan started his career as a messenger responsible for clients’ customs documents at the Seattle office in 1987. Dan became District Manager of Denver in 1992, and with a clear focus on delivering the highest quality of customer service his branch won Quality Branch of the Year in 1995. In 1996, he became a Project Manager in Detroit and managed the Central Process Center.
A year later Dan was named District Manager of the Seattle branch, which also went on to win Quality Branch of the Year in 1999 and Overall Branch of the Year in 2000. With a passion for exceptional customer service and a focus on developing those around him, Dan continued to hone his own leadership skills. From March of 2002 to December 2004, Dan was Global Director of Account Management. In this position, he was responsible for the development and retention of the top global accounts.
He was elected Vice President – Order Management in January 2004 and Senior Vice President – Ocean Services in September 2004. Dan was promoted to President, Global Products in June 2015. Dan has obtained a Customs Brokers License, IATA/FIATA Certificate, and an Executive MBA from Seattle University.
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