Members of the Thirty Percent Coalition

For the first time, public and private companies, professional services firms, institutional investors, government officials and many major advocacy groups are working together to increase gender diversity in the corporate boardroom.
Our national and international members represent $7 trillion in assets under management.
There is no other organization of this kind in the US. We are the coalition for U.S. board diversity®.

Thirty Percent Coalition members represent a unique collaboration in the U.S. between corporations, investors and advocacy groups. Members work together to achieve diversity in senior leadership and the corporate boardroom.

  • Much of the Coalition’s work is done through several committees such as the institutional investors, private equity, and public policy. These groups meet on a regular basis to review, refine and implement strategies.
  • In addition, representatives come together for the mid-year meeting in the spring and for the fall annual Summit.
  • Coalition membership also provides networking and best practice sharing.

Board of Directors

divsearchJulie Kanak serves as a Managing Director with Diversified Search Group in the firm’s Chicago office, where she contributes expertise in global business, banking, and natural resources. She is active in the Industrial, Life Sciences, Consumer and Retail, and Natural Resources practices, as well as being a key member of the Board, CEO and CFO practices.

Sun CapitalSusan Clark, Managing Director, joined Sun Capital in 2021. Prior to joining Sun Capital, Susan was General Partner of Portfolio Operations at TCV, a technology growth investment firm. Susan was responsible for standing up the firm’s advisory and operating organization to drive value across the portfolio. Prior to joining TCV, she was Chief of Staff / VP Operations at Vista Equity Partners.

OPERSPatti Gazda joined the Ohio Public Employees Retirement System in 2003 and is the Corporate Governance Officer with overall responsibility for compliance, communication, and education for OPERS public employers.

IntelRepresented by Dawn Jones, Chief Diversity and Inclusion Officer & Vice President of Social Impact, Intel. Her work focuses on Intel’s commitment and progress on accelerating diversity and inclusion at Intel and across the technology industry. She leads a team focused on collaborating with external partners to provide opportunities that positively impact retention and progression for women and underrepresented minorities. Her policy work centers around engaging federal stakeholders to impact legislative issues in the Diversity and Inclusion sphere.

With a vision to build a strong coalition of corporate leaders and institutional investors to address the lack of gender diversity in the corporate boardroom, Charlotte co-founded the Thirty Percent Coalition in 2011. Charlotte’s leadership has drawn on years of stakeholder relationships and strategy execution for a Fortune 500 company. Based in France, she led Investor Relations and Capital Market strategies for Alcatel, which became Alcatel Lucent at the end of 2006. Since 2007, Charlotte has advised public and private companies on capital raising, investor relations, diversity initiatives, and disclosure practices.

  • Esther Aguilera – CEO, Latino Corporate Directors Association
  • Susan Angele – Senior Advisor, Board Governance, at KPMG's Board Leadership Center
  • Karlie Ilaria –Head of Diversity & Inclusion, Paul Hastings
  • Renaye Manley – Deputy Director, Service Employees International Union
  • Gianna McCarthy – Director of Corporate Governance, New York State Retirement Fund
  • Holly McMullan – Head of Business Development - North America, Apollo Global Management
  • Anna Mok – Co-Founder, President & Chairman Of The Board, Ascend
  • Marybeth Schmitz – Managing Director, Global Head of Administration & HR, Vista Equity Partners
  • Christine Shaw – Assistant Treasurer for Policy State of Connecticut Office of the Treasurer


Coalition Members

  • Apax Partners logoRepresented by Seth Brody, a partner and Global Head of the Operational Excellence Practice. He has been with Apax since 2008 based in the New York office. He serves as the Chairperson of Apax’s Sustainability Committee, a member of the firm’s Inclusion and Diversity Working Group, and leads the firm’s efforts with regards to increasing gender diversity among appointed directors at Apax portfolio companies.
    Prior to joining Apax, he held several executive operating positions in digitally focused enterprises including roles as Executive Vice President and General Manager at Razorgator Interactive Group, Group Vice President and General Manager at Orbitz Worldwide, Director of Marketing at priceline.com, and Product Manager at Netmarket Group, Inc. During his time at Apax, Seth has served in numerous interim management positions across the Apax portfolio, driving operational best practices and digital transformation throughout those enterprises.
    Seth was previously a director at Aptos, Inc and Bankrate, Inc. (NYSE:RATE). He also has served as an investor, director and advisor to numerous high-growth companies in the digital space. He received his B.A. from Yale University and his M.B.A. from Harvard Business School.
  • Represented by Ellen de Kreij who is responsible for the implementation of the Apax Partners Sustainability Program and is a member of the Apax Operational Excellence team. Ellen joined Apax Partners in 2002 as Director of Deal Generation and became a Director in the Investor Relations team in early 2010 with a particular focus on European investors.
    Prior to joining Apax Partners, Ellen worked as an investment banker in the Mergers & Acquisitions teams at Merrill Lynch and Broadview International, where she specialized in advising transactions in the Technology sector. Ellen holds an MA in Dutch Civil Law and an MBA from Harvard Business School.

Apollo Global Management logoRepresented by Holly McMullan who is a Partner and the Head of Business Development for The Americas for Apollo Global Management where she is responsible for overseeing fundraising efforts for Apollo’s private equity, credit and real estate businesses. Prior to joining Apollo in 2008, Ms. McMullan was a Senior Vice President for Pequot Capital Management where she was responsible for US sales coverage of institutions and consultants. Prior to Pequot, Ms. McMullan was a Vice President of Client Service and Marketing at Guggenheim Partners. Prior to business school, Ms. McMullan held marketing and client service roles at Bear Stearns and Robertson Opportunity Capital. Ms. McMullan holds a Masters of Business Administration with a concentration in Finance from the McCombs School of Business at the University of Texas at Austin and a BA (honors) in International Business from Sheffield Hallam University, Sheffield, UK. 

  • Berkshire Partners Represented by Samantha Adams, Managing Director, Talent Management. Sam joined Berkshire Partners in 2012 and became Managing Director in 2016.  Prior to Berkshire, Sam was the Senior Vice President of Enterprise Brand Strategy for Bank of America.  Previously, she worked in marketing roles for Hill Holliday Advertising and the Discovery Health Channel and, earlier in her career, worked for Bain & Co. Sam has an MBA from Harvard Business School.
  • Represented by Sharlyn Heslam, General Counsel and Managing Director. Prior to Berkshire, Shar was a Corporate Partner of Weil, Gotshal & Manges LLP where she represented private equity firms in a wide variety of transactions. Shar holds a JD from Harvard Law School

  • Blackstone Represented by Courtney della Cava, a Senior Managing Director and Global Head of Portfolio Talent & Leadership. She is involved with improving organizational and leadership effectiveness across the portfolio, including building and enhancing executive leadership teams and boards through C-suite assessment, recruitment, coaching and development, and high-impact organization and culture initiatives.
  • Represented by evin Glenn Managing Director, Global Head of DE&I. She is responsible for continuing to implement policies and initiatives that help Blackstone achieve a more diverse and inclusive workplace at Blackstone and its portfolio companies. Glenn joined from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity, and Inclusion.

The Carlyle Group logoRepresented by Kara Helander who is the Managing Director and Chief Inclusion and Diversity Officer. Prior to joining Carlyle, Ms. Helander was a Managing Director at BlackRock where she led the firm’s global inclusion and diversity, and philanthropy initiatives.Harvard Business School profiled those efforts she directed in the case study, “BlackRock: Diversity as a Driver of Success”. More recently, Ms. Helander consulted with organizations to develop corporate social responsibility and diversity strategies. She founded the Science of Diversity and Inclusion (SODI), a coalition of top companies and behavioral scientists working to design and test new approaches to accelerate diversity and inclusivity in the workplace.Ms. Helander also led CSR at Barclay’s Global Investors (BGI). Prior to BGI, she launched and led the Western Region for Catalyst in Silicon Valley. Ms. Helander received her M.B.A. from The Wharton School and her B.A. from Vanderbilt University.

Francisco Partners Logo
  • Represented by Grace Kim, the Director of Talent for Francisco Partners, where she leads the firm’s internal talent efforts. Prior to joining FP, Grace was Head of the West Coast Office for Henkel Search Partners, a boutique executive search firm. Previously, she spent almost ten years at Morgan Stanley, where she was most recently an Executive Director in the Investment Banking Division and served as the Global Head of the Analyst and Associate programs. Grace started her career at Morgan Stanley in Global Capital Markets and also spent time in the Institutional Equities and Human Resources Divisions.  Grace holds a BS in Management Science from MIT and an MBA from The Wharton School.
  • Represented by Garry Fielding, an Operating Advisor for Francisco Partners Consulting focused on Human Capital Operations.  Prior to joining Francisco Partners Consulting, Garry was Vice President of Global HR Services and Talent Acquisition at Mitel Networks.  Garry started his career as a management consultant for Deloitte Consulting and has spent over 18 years developing his global HR expertise.  He has worked across a broad spectrum of industries for all types of companies including start-ups, Fortune 500 corporations, and consulting firms.  Garry holds a BS in Computer Science from Morehouse College and is currently pursuing his MBA at Georgia Tech.

GI Partners LogoRepresented by Sean Turner, Director, Portfolio Operations at GI Partners. Mr. Turner currently serves on the boards of Aras, Insurity, Daxko, and Doxim. Prior to joining GI Partners, he was the Vice President of Strategic Programs for Greenway Health, a Vista Equity Partners’ portfolio company. Prior to Greenway, he worked at Vista implementing best practice operating principles and continuous improvement programs across their portfolio of companies. Earlier in his career, he worked as an investment banker focused on various industry sectors at Deutsche Morgan Grenfell, Credit Suisse, and Barclays.

Insight PartnersRepresented by Caitlin DiPasquale who joined Insight in 2019 as a Vice President. Prior to Insight, she was a member of the Client & Partner Group at KKR and its spin-out, Prisma Capital Partners, where she was actively involved in the firm’s investor relations and capital raising efforts for their liquid alternatives platform. She began her career at Five Mile Capital Partners. Caitlin received a BA in Economics and Philosophy Honors from Boston College.

KohlbergKravisRoberts
  • Represented by Suzanne O. Donohoe, Member & Head of Client and Partner Group. Ms. Donohoe joined KKR in 2009 and is the global head of KKR’s Client and Partner Group and a Member of KKR. She also serves on the firm's Investment Management & Distribution Committee and its Inclusion and Diversity Council. Ms. Donohoe is President and the Chairperson of the Board of KKR’s Income Opportunities Fund, a closed end fund which trades on the NYSE. She serves as a board member of PAAMCO Prisma, in which KKR is a strategic partner. Prior to joining KKR, she was with the Goldman Sachs Group, serving as a partner and head of Goldman Sachs Asset Management International. Ms. Donohoe also led Goldman Sachs Asset Management's client businesses in North America and co-headed GSAM's EMEA business previously. Ms. Donohoe holds a B.A., magna cum laude, from Georgetown University and an M.B.A from the Wharton School of the University of Pennsylvania. Ms. Donohoe also serves on the New York Board of The Nature Conservancy, is a member of the Board of Directors of Georgetown University and a Co-Chair of Georgetown University's Wall Street Alliance.

Longitude Capital logoRepresented by Juliet Tammenoms Bakker a Managing Director and Founder of Longitude Capital. Prior to Longitude Capital, Ms. Tammenoms Bakker was a Managing Director of Pequot Ventures where she founded the life sciences investment practice. Ms. Tammenoms Bakker began her career as an investment banker in the corporate finance department at PaineWebber. She currently serves on the boards of Ceribell, DyaMX, Nalu, and RxSight.
Ms. Tammenoms Bakker holds an M.P.A. from the Harvard Kennedy School and a B.Sc. from the College of Agriculture and Life Sciences at Cornell University (“CALS”), where she is a member of the CALS Advisory Council.

Neuberger Berman logo
  • Represented by Heather P. Zuckerman, Managing Director, joined Neuberger Berman in 2001. Heather is the firm’s Chief of Staff, which also includes oversight for Legal and Compliance, Human Capital, Corporate Social Responsibility and Corporate Services. Prior to Neuberger Berman becoming an independent firm, Heather was the Chief Operating Officer of Lehman Brothers Absolute Return Strategies, and prior to that she spent three years in Investment Banking as CAO for the Financial Institutions and Consumer/Retail groups. Previously, Heather was the general counsel of The Equavant Group, an online marketplace for primary issuance and secondary trading of syndicated bank loans. Heather began her career as an associate with Shearman & Sterling, specializing in Mergers & Acquisitions. Heather is a co-founder of A BroaderWay Foundation, which utilizes the arts to empower inner city girls and she served as a 2015 David Rockefeller Fellow with the Partnership for New York. She earned both her BA (with a major in Urban Studies) and JD from New York University.
  • Represented by Meg Gattuso, Managing Director, joined the firm in 1993. Meg is Global head of Human Capital, reporting to Heather Zuckerman, Head of Legal, Compliance and Human Capital. Since joining Neuberger Berman, Meg has assumed generalist/employee relations, compensation and strategy roles within Human Resources. She contributed to the development of the firm through the IPO, served on the IPO project team, and assumed the HR lead role on the NB/LB acquisition.  After the merger, Meg took on the IMD HR Operations and Strategy role before returning to Neuberger Berman in 2006 to oversee Human Resources for Neuberger Berman.  Meg has over 15 years of Human Resources experience. Meg graduated magna cum laude from University of Scranton with a BS in International Studies and a minor in Business and earned an MBA from the Fordham University School of Business.

Sun Capital logo
  • Represented by Susan Clark,Managing Director, who joined Sun Capital in 2021. Prior to joining Sun Capital, Susan was General Partner of Portfolio Operations at TCV, a technology growth investment firm. Susan was responsible for standing up the firm’s advisory and operating organization to drive value across the portfolio. Prior to joining TCV, she was Chief of Staff / VP Operations at Vista Equity Partners. Previously Susan held various strategic planning and business process improvement roles across Forcepoint, Dell, IBM and DXC Technology (formerly EDS). Susan received her BS MIS from Kettering University where she had both NASA and GM as co-op sponsors, and received her MBA from Oakland University.
  • Represented by Angela Geffre, who joined Sun Capital in July 2020, and has over 16 years of experience in leadership positions at Fortune 500 companies, focusing on talent management, recruiting, assessment, talent analytics, and leadership development. Prior to joining Sun Capital, Dr. Geffre served as Global Head of Talent at JLL in Chicago, IL. Prior to JLL, Dr. Geffre held various Human Resources positions in the United States and Europe at the Kellogg Company and Procter & Gamble. Dr. Geffre received a Bachelor of Arts in Psychology from Kalamazoo College and a Master’s of Arts and Ph.D. in Industrial-Organizational Psychology from Wayne State University.

Palladium Equity Logo
  • Represented by Daniel Ilundain who joined Palladium in 2005 and serves as a Managing Director. Previously, he was an investment manager in the private equity division of BBVA. Mr. Ilundain serves on the Board of Directors of Palladium portfolio companies Del Real Foods, QMax and TransForce, and has served on the Board of Directors of Palladium portfolio companies Aconcagua, Capital Contractors, Castro Cheese, GoodWest, Jordan Health Services, Taco Bueno and Teasdale. Mr. Ilundain serves on the Board of Directors of the Spain-US Chamber of Commerce. He is a Chartered Financial Analyst (“CFA”) and earned a B.S. in Industrial and Mechanical Engineering from Universidad Pública de Navarra (Spain), a B.S. in Engineering from Staffordshire University (UK), a Leadership Development diploma from Harvard Business School, a Management Development Program (PDD) diploma from IESE Business School (Spain) and a Master in Finance from BBVA Escuela de Finanzas (Spain).
  • Represented by Dale Pescatore who joined Palladium in 2015 and serves as a Vice President. Previously, she worked as a Risk Analyst at J.P. Morgan. Before joining J.P. Morgan, she was a Valuation and Business Modeling Analyst in the Transaction Advisory Services group at EY. Ms. Pescatore graduated from Cornell University with a B.A. in Economics.

  • The Sterling GroupRepresented by Claudine Lussier who joined Sterling in 2017 to lead Human Capital. She is responsible for developing and implementing people and talent management strategies at Sterling, as well as working across the firm’s portfolio to help drive growth through comprehensive people strategies and the identification and acquisition of talent.
  • Represented by Franny Jones who joined Sterling in 2010 to lead the firm’s fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible for fundraising, asset allocation, manager selection and investor relations for family offices and foundations.

tcvRepresented by Bek Chee who joined TCV in 2020 as Chief People Officer—bringing more than 20 years of human resources experience. She is responsible for global talent acquisition and growth, employee experience, performance, rewards, leadership development, organizational effectiveness, and diversity, equity, and inclusion. Bek was previously head of talent at Atlassian, where she oversaw all talent functions as well as diversity and belonging for more than 4,000 people. Prior to that she led Atlassian’s global HR business partner function.

tpgRepresented by Anna Edwin, a Senior Director at TPG based in San Francisco. In her role as Global Head of Talent Development, Anna leads the strategy for the performance management, talent management and diversity and inclusion efforts. Prior to joining TPG, Anna worked at BlackRock where she served as the Head of Leadership Development, and she also spent ten years at Goldman Sachs in Human Capital Management. Anna earned a BA in Political Science from the University of Pennsylvania, and she currently serves on the Board of Trustees for Deerfield Academy, an independent boarding school in MA.

logo vistaRepresented by Marybeth Schmitz who joined Vista Equity Partners in 2016. Ms. Schmitz oversees the human resources function for Vista Equity Partners, as well as all firm facilities, and the executive assistant program. Prior to joining Vista, Ms. Schmitz was the Chief Operating Officer at The Boon Group. Before that, she ran human resources at the law firm of Kessler, Topaz, Meltzer & Check in Philadelphia. Ms. Schmitz also ran divisional human resources programs at Morgan Stanley and Bear Stearns in New York City. Ms. Schmitz began her career in recruiting and human resources consulting roles.

WCAS LogoRepresented by Eric J. Lee, General Partner & Head of Diversity and Inclusion and a member of the Management Committee, having joined Welsh, Carson, Anderson & Stowe (“WCAS”) in 1999. Before joining WCAS, he worked at Goldman Sachs & Co. in the Mergers & Acquisitions and High Technology investment banking groups.

Alvarez and MarsalRepresented by Julianne Pressman, a Managing Director with Alvarez & Marsal Private Equity Services and who serves as Co-head of its Relationship Management program. She has over two decades of experience in the professional services industry, serving in roles in business development, account management and marketing. In her position at A&M, she co-leads the account management program for the firm’s private equity clientele.

Centene CorporationRepresented by Erika McConduit, Vice President of Diversity & Inclusion. Prior to moving to St. Louis for the role, she served as President and CEO of the Urban League of Louisiana, where she led the expansion of what was then the Urban League of Greater New Orleans to a statewide organization. Erika is a lawyer by trade and has an extensive background in corporate communications and public affairs. Erika has served as an adjunct professor at Dillard University and Monroe College in New York. She graduated summa cum laude with a BA in communication from Howard University, and cum laude with her Juris Doctorate from Loyola University School of Law in New Orleans.

First Women’s Bank
  • Represented by Marianne Markowitz, Chief Executive Officer of the Bank, and a member of the boards of directors. Marianne served as Acting Administrator for the Small Business Administration . While at the SBA, Marianne served as an interim member of President Barack Obama’s Cabinet and was appointed by former Chicago mayor Rahm Emanuel to serve on the City of Chicago’s Small Business Advisory Council. Most recently, Ms. Markowitz was a Managing Director at CIBC Bank USA, where she implemented a national SBA and vertical industry strategy for the CIBC Small Business Banking business line.
  • Represented by Melissa Widen, Chief Administrative Officer and a director of the Company. Melissa is an attorney, entrepreneur and executive with over 25 years of business and legal experience. She was a founder and Managing Partner of Goldman Ismail Tomaselli Brennan & Baum LLP, a trial and litigation boutique law firm based in Chicago. Functioning as the CEO for seven years, Melissa led the firm from a six-partner start-up to a top tier, nationally recognized law firm with 25 professionals and a roster of Fortune 500 clients.

Grant & Eisenhofer Represented by Barbara Hart, a director at Grant & Eisenhofer, who serves on the firm’s Executive Committee. Ms. Hart has nearly three decades of experience as a leader in plaintiffs’ litigation. She has represented institutional investors, including many public pension funds, in securities and antitrust litigation and served as lead counsel in 4 of the top 100 securities class action settlements. Ms. Hart has also achieved substantive antitrust and False Claims Act/Qui Tam settlements on behalf of her clients.

IntelRepresented by Dawn Jones, Chief Diversity Officer for Intel. Her work focuses on Intel’s commitment and progress on accelerating diversity and inclusion at Intel and across the technology industry. She leads a team focused on collaborating with external partners to provide opportunities that positively impact retention and progression for women and underrepresented minorities. Her policy work centers around engaging federal stakeholders to impact legislative issues in the Diversity and Inclusion sphere. Dawn holds a BS in Broadcast Journalism from Arizona State University and a MS in Communications Management from Syracuse University.

KPMG
  • Represented by Susan Angele, a Senior Advisor at KPMG’s Board Leadership Center, which provides a powerful combination of resources and insight to help boards deepen their engagement on the critical issues shaping boardroom agendas and discussions. She is a frequent writer and speaker on board governance topics, including strategy, risk, culture, the corporation’s role in society, and board composition and effectiveness. Susan is a lawyer and former Fortune 500 executive, with 25+ years in the consumer products industry, including roles as Vice President, Global Deputy General Counsel, and Chief Governance Officer at The Hershey Company, and Chief Counsel, US Snacks at Mondelez (then a $5 billion division of Kraft/Nabisco), where she provided strategic advice through a legal lens and led initiatives that protected value and enabled sustainable, global growth of some of the world’s most famous and best-loved brands.
  • Represented by Annalisa Barrett, a Senior Advisor with the KPMG Board Leadership Center, where she plays a key role in the development of research and thought leadership and advises directors on emerging trends in corporate governance. She has been quoted in the New York Times, Bloomberg, and the Financial Times, and her research has been featured in the Wall Street Journal Prior to joining KPMG, Barrett was CEO of Board Governance Research LLC. Barrett was also a Senior Advisor for ValueEdge Advisors, and Vice President and Senior Research Associate at The Corporate Library (now MSCI ESG Research). She previously was a Research Consultant in the Executive Compensation practice at Towers Perrin (now Willis Towers Watson) and a Tax Consultant in the Family Wealth Planning practice of Arthur Andersen.

paulhasting
  • Represented by Karlie Ilaria who is Manager, Global Diversity and Inclusion with Paul Hastings LLP. In this role, Karlie heads the strategy and execution of the firm’s diversity and inclusion program, which focuses on the advancement, retention and development of women, LGBT and diverse people, and which fosters an inclusive culture that values diversity of ideas, values and backgrounds across all parts of the organization. Karlie began her diversity career in 2008 with MasterCard Worldwide as director, Global Diversity & Inclusion, and previously worked in marketing and communications management. Karlie has more than 20 years of professional experience, working at organizations ranging from Fortune 500 corporations to technology start-ups to large global law firms.
  • Represented by Tara Giunta, who is Partner - Co-Chair of Thirty Percent Coalition's Public Policy and Outreach Committee. Tara is a Vice Chair of the Investigations and White Collar Defense Practice and Chair of the firm’s Women’s Initiative. She advises clients and their officers and directors in high risk, regulated industries, on global compliance focusing on anti-corruption, data privacy and national security. Ms. Giunta performs risk assessments for global enterprises, develops comprehensive compliance programs, conducts internal investigations, and represents clients before U.S. enforcement agencies. She was recognized by Global Investigations Review (GIR) in its Women in Investigations list, which recognized 100 women across the globe who are “achieving great things in a competitive and notoriously tough area of law.” She is also Editor of the Breaking the Glass Ceiling: Women in the Boardroom. Ms. Giunta received her J.D. from Columbus School of Law, Catholic University, and her B.A., cum laude, from Tufts University.

segal marco Represented by Maureen O’Brien who is Vice President and Corporate Governance Director at Segal Marco Advisors. She joined the firm in September 2011. At Segal Marco, she engages companies on corporate governance issues and oversee the proxy voting service. Ms. O’Brien serves on the Advisory Council to the Council of Institutional Investors. Ms. O’Brien’s work in shareholder advocacy began in 2003 as a Research Analyst for the Investor Responsibility Research Center. Ms. O’Brien previously served as Head of Engagement at Conflict Risk Network, where she held dialogues with companies operating in Sudan and other conflict zones. In a previous role, she was Research Director at the Center for Political Accountability, a non-profit, non-partisan organization, where she promoted transparency in corporate political spending.

The HQ Companies The HQ Companies, represented by Kathy Graham, the Founder and Principal, is a group of four firms focused on strategies for corporate, board, and career growth in this digital age. Many of her recent consulting engagements have involved identifying and recommending practical solutions for managing changing corporate cultural, people, or position aspects in this digital age.

segal marcoRepresented by Angela D. Harrell, senior vice president, Chief Diversity and Corporate Responsibility Officer and President of Voya Foundation. Voya’s corporate responsibility (CR) strategy is based on its work across the enterprise in four pillars: Empowering Our Employees, Serving Our Clients, Investing in Communities and Protecting the Environment. Angela leads these CR efforts and the Foundation’s mission to improve the quality of life in communities where Voya Financial operates and its employees and customers live.

Institutional Investors

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Coalition Investors section

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AsYouSowLogoRepresented by Andrew Behar , CEO. Founded in 1992, As You Sow is the nation’s leading non-profit practitioner of shareholder advocacy and engagement. Shareholders are a strong, powerful force for creating positive, lasting change in corporate behavior. As You Sow uses that power, to change corporations for good — engaging corporations; educating individual and institutional investors about proxy power; and promoting alignment of investments with values. He is on the board of the US Forum for Sustainable and Responsible Investing (US-SIF).

ArielInvestmentsRepresented by John T. Oxtoby, Vice President, Director of Impact Investing at Ariel Investments. John leads Ariel's efforts to integrate best-in-class environmental, social, and governance-related policies into their investment process.  As ESG analyst for the domestic research team, he proactively works with portfolio companies to adopt and strengthen their social impact and governance practices. John also oversees Ariel's public policy and civic engagement strategies. Prior to joining Ariel, he worked in the White House with Senior Advisor Valerie Jarrett and Chairman of the Council of Economic Advisors, Austan Goolsbee, on public-private partnerships, including the CEO-led President's Job Council. He graduated with a BA in economics from Harvard College and earned an MBA from Harvard Business School.

BMO Global Asset ManagementRepresented by Rosa van den Beemt a corporate engagement practitioner with over 6 years’ experience in the responsible investment industry. Rosa joined the Responsible Investment team in 2020. Prior to joining BMO Global Asset Management Rosa was Senior ESG Manager at NEI Investments, the asset management arm of Canadian wealth firm Aviso Wealth, where she led the proxy voting program as well as various corporate engagement initiatives on ESG topics. Rosa has extensive experience in North American corporate governance, engaging management and board members on ESG. At BMO GAM Rosa focuses on engagement and voting of the Canadian market, including the oil and gas sector, and serves on the Steering Committee for the Investor Alliance for Human Rights aimed at education on, and integration of, the investor responsibility to respect human rights. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.

Boston Common Asset ManagementRepresented by Lauren Compere, head of Boston Common's shareholder engagement program. She has worked in the responsible investment industry for almost 30 years and has 18 years of experience in global responsible investing. She is a frequent speaker at industry conferences in the US, Europe, and Asia and a guest contributor to the Huffington Post. Ms. Compere sits on the Governing Board of the Interfaith Center on Corporate Responsibility (ICCR) and previously served as Treasurer. She also serves on the Business Ethics and Systemic Risk Committee for the International Corporate Governance Network (ICGN). Additionally, she sits on the board of Access to Nutrition Foundation and serves as the Chair of the Audit Committee. Ms. Compere was Co-Chair of the Emerging Markets Disclosure Project (EMDP) and co-lead for the EMDP Korean team (2009-2012).

Walden Asset manRepresented by Tim Smith who serves as the Director of ESG Shareowner Engagement and Co-Chair of the Thirty Percent Coalition's Institutional Investor Committee. As of June 30, 2019, Boston Trust Walden manages approximately $9.4 billion in assets for individual and institutional clients. Mr. Smith joined Boston Trust Walden in 2000 to lead Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. One of Boston Trust Walden’s priority issues is Board diversity pursued through letters, company dialogues, shareholder resolution and proxy voting. Previously, Mr. Smith served as executive director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years.

CalvertRepresented by Stu Dalheim, Vice President, who leads Calvert's shareholder advocacy program, which seeks to improve corporate environmental, social and governance performance through direct dialogue, standard-setting exercises and partnerships, and public policy. Mr. Dalheim has focused on corporate governance, transparency and environmental issues and works with policy makers and regulators to advance the interests of sustainable and responsible investors. He serves on the board of Bethesda Green, the UNEP FI Investment Commission Board and is a member of the Corporate Governance Advisory Council of the Council of Institutional Investors. Mr. Dalheim earned a BA in philosophy from Wesleyan University and is a LEED accredited professional.

cartica color2Represented by Kate Ahern, who leads ESG and sustainability efforts for Cartica Management, a majority women-owned concentrated active owner of small- and mid-cap companies in emerging markets. Prior to joining Cartica, Kate was the Director of ESG and Communications at Bain Capital where she oversaw ESG management, citizenship, communications and philanthropy. While at Bain, Kate was responsible for implementing ESG across all asset classes within the investment portfolio (including public and private equity, fixed income, real estate and impact investing) during both the due diligence phase and ownership period. Kate also helped launch the Bain Capital Double Impact Fund, which focused on investing in for-profit companies with a social mission, including both monitoring and measuring impact. Prior to her time at Bain Capital, she served as VP of Social Innovation at the Case Foundation where she concentrated on impact investing and corporate responsibility. She has also managed international development, supply chain, employee engagement, and corporate responsibility programs for Fortune 100 companies, USAID, IFC, and other partners in emerging markets worldwide. Kate has a BA in International Affairs from John Cabot University in Rome, Italy and an MA in International Development and Conflict Resolution from American University in Washington, DC.

DominiLogoRepresented by Shin Furuya who serves as the Impact Investment Strategist. Mr. Furuya joined Domini in August 2006 and is a member of the Domini Funds Investment Committee, which is responsible for the review and approval of potential investments. He also contributes in setting the standards and policies as a member of Domini’s Standards Committee, providing guidance regarding overall ESG issues. He helps advise and coordinate the overall research process. He also actively engages with companies, civil society organizations and governments on wide-range of thematic and sector-specific issues. In addition, he monitors and oversees Domini’s proxy voting practices as well as contributing to the proxy voting guidelines. Prior to joining Domini, Mr. Furuya was a research analyst for the Investor Responsibility Research Center, and a lead researcher for Institutional Shareholder Services. He also worked as national coordinator for the Economic Relations and Human Rights Program and the Refugee Program at Amnesty International Japan, where he managed two national programs. Mr. Furuya holds a B.A. in political science and international studies from the University of Oregon, an M.A. in international relations with a focus on global markets and politics, and a certificate of advanced studies in environmental dispute resolution from the Maxwell School of Citizenship & Public Affairs, Syracuse University.

Oak Family AdvisorsRepresented by Frances E. Tuite, Chief Investment Officer of Oak Family Advisors, LLC. Ms. Tuite joined Oak Family Advisors, LLC on July 1, 2021. Prior to joining Oak Family Advisors, LLC, she was part of the Investment Team at Fairpointe Capital LLC, serving as co-portfolio Manager and responsible for investment research for the Mid-Cap and ESG Equity Strategies, and also managed the 1837 LP long/short equity fund, which she founded in 2000. She managed the 1837 Fund at RMB Capital and at Talon Asset Management (under the name Talon Opportunity Partners).

GlobeFlex
  • Represented by Marina Marrelli, CEO and Co-Founder of GlobeFlex Capital, an employee-owned Certified Women Business Enterprise. Marina oversees the business operations of the firm and ensures that the firm’s founding commitment to client service remains as important as its investment effort. Her efforts as CEO have given shape to GlobeFlex as a practical, insightful, and responsive resource for its select group of primarily institutional clients, providing ready access to the firm’s vast leading-edge research. She is a member of the GlobeFlex Responsible Investment Group, which was established to evaluate ESG-related risks and opportunities while prioritizing and promoting policies and actions consistent with GlobeFlex’s objectives of building and supporting long-term relationships with clients.
  • Represented by Melissa McGrane, CFA, Portfolio Manager/Research Analyst, who joined GlobeFlex in January 2020 bringing her 20+ years of investment experience to the team. As a portfolio manager, Melissa shares responsibility for all of the GlobeFlex strategies including the GlobeFlex Women’s Empowerment Fund, created specifically to positively impact female equity in corporate boardrooms and C-suites and to further pay parity. She leads the GlobeFlex Responsible Investment Group, focusing on ESG research and integration, and is a member of the GlobeFlex Active Equity Ownership Team, influencing positive change for women in corporate America.

IMPAX logo Full Represented by Heather Smith who is Lead Sustainability Research Analyst at Impax Asset Management LLC/Pax World Funds. As such, she researches and evaluates the environmental, social and governance (ESG) performance of companies for inclusion in Pax World’s portfolios. She is also a member of the Pax World Gender Analytics team and a Portfolio Manager of the Pax Ellevate Global Women’s Index Fund. Heather is involved in overseeing Pax World’s proxy voting and coordinating its gender related shareholder engagements. She previously served as a member of the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee. Prior to joining Pax World, Heather was a Legislative Aide for the New Hampshire State Senate. She received a bachelor’s degree in Political Science and an MBA from the University of New Hampshire.

Nia Impact CapitalRepresented by Kristin Hull, Founder, CEO & CIO. Kristin is a conscious investor empowering individuals, families and organizations to invest in alignment with their values, for the world they want to see. Kristin launched Nia Global Solutions in 2013 to bring activism and impact investing into the public markets. In doing so, she developed Nia’s six solutions-focused investment themes, weaving a gender-lens throughout the investment thesis.

NorthStartAssets Represented by Mari Schwartzer Director of Shareholder Activism and Engagement. With over a decade of experience in shareholder activism, Mari helps NorthStar create positive social change using our clients’ investments in publicly traded companies. Mari engages directly with company leadership on a wide range of issues that affect communities, employees, and the environment by targeting issues that fall into our firm’s five core focus areas: race & gender, economic inequality, human rights, environmental justice, and corporate governance. In recent years, engagement topics have included LGBTQ rights, board and senior management diversity, the human right to water, corporate political contributions, and prison labor. As she performs in-depth research on issues of interest to NorthStar and their clients, Mari also contributes to the investment team’s discussions of social and environmental issues in public equity market. She has a bachelor’s degree from the University of Central Florida, as well as a master’s degree from Simmons College.

Miller HowardRepresented by Luan Jenifer, President, who joined Miller/Howard Investments in 2002. Luan oversees the firm’s operations, trading, technology, and performance analytics departments. She manages the firm's Environmental, Social and Governance (ESG) activities including screening and research, company engagements, shareholder advocacy, and proxy voting. Ms. Jenifer served for many years as Director of Operations and Shareholder Advocacy, responsible for operations, trading, and ESG activities. She continues to work closely with investors, companies, and colleagues through Miller/Howard’s shareholder advocacy program. Ms. Jenifer is involved in volunteer work for several community organizations in the Woodstock area. She holds a BS in Organizational Leadership from Marist College.

Mirova
  • Represented by Hervé Guez who has been Global Head of Research & Equity & Fixed Income CIO since July 2017. He has been part of Mirova/Ostrum AM since 2007. Hervé began his career in 1997 in CCF's Credit Department as a Credit Analyst. He subsequently worked as a Credit Analyst (sell side) in the HSBC bond market units in 2000, then with Calyon in 2001 and Exane in 2005. He joined Ostrum AM in April 2007 as Senior Credit Analyst, before being appointed Head of ESG Research in June 2008.
  • Represented by Jens Peers, CEO and CIO of Mirova US. He has been part of Mirova/Ostrum AM since 2013. Previously Head of Environmental Equities at Kleinwort Benson, Jens is a thematic investment expert with 15 years of experience (mainly in water, agribusiness, clean tech) and has an excellent track record. Jens has considerable international experience and has extensive knowledge of consultants’ and clients’ needs.

Penn CapitalRepresented by Gwen Le Berre, Director of Responsible Investing. Gwen leads the Responsible Investing Team, with a focus on active ownership and ESG portfolio construction. Prior to joining Parametric in 2019, Gwen was the director of investment stewardship at Charles Schwab Investment Management, where she spearheaded corporate governance initiatives. She also spent over a decade as the vice president for corporate governance and responsible investment at BlackRock. She’s a member of the Council of Institutional Investors, where she served as chair of the Corporate Governance Advisory Council in 2018. Gwen also serves as a Mentorship Committee member for the San Francisco chapter of Women in ETFs, and she is a member of the Stanford Institutional Investor Forum.

Penn CapitalRepresented by Kirsten Hocker who joined Penn Capital in July 2002 in the Marketing and Client Services area. During March of 2008, Kirsten assumed corporate and operational responsibilities as the Director of Human Resources and Operations. Kirsten's specific areas of responsibilities include human resources, business operations, and corporate governance. In addition, Kirsten serves as the head of Penn Capital’s Philanthropic Committee, dedicated to giving back to the local community through various organizations and partnerships. She also serves as President of the Ethel Mae Hocker Foundation.

praxis mutual fundsRepresented by Chris Meyer, Manager of Stewardship Investing Research and Advocacy for Praxis Mutual Funds® and Everence® Financial, a leading provider of faith-based financial products in the United States and a ministry of Mennonite Church USA. Chris has been involved in the field of ethical and socially responsible investing at Everence for more than 10 years. He leads the company’s work in corporate engagement and supports its investment screening and proxy voting functions. Chris implements shareholder advocacy as a core part of the Everence commitment to a philosophy of Stewardship Investing. Growing out of a responsibility of shareholder-owners of corporations, the objective is to improve the social and environmental policies of corporations to the benefit of all stakeholders. He has led shareholder dialogues on many pertinent issues such as climate change, toxic chemicals, child slave labor, and predatory credit card practices with multinational companies.

SkyHarbourRepresented by Hannah Strasser Managing Director of SKY Harbor Capital Management, a women-founded and led high yield asset manager. She oversees all aspects of business and investment strategy at the firm as well as leads the Sustainable Themes and ESG Integration Working Group which directs sustainability initiatives and policy. Before creating SKY Harbor she was Head of US Fixed Income at AXA Investment Managers. Her 37-year career includes co-founding another women-led asset manager, Cardinal Capital Management, in 1995 and investment management and analyst roles at Deltec Asset Management, Kidder Peabody and Donaldson, Lufkin & Jenrette. She has managed high yield portfolios since 1988. Ms. Strasser holds a BA in Geology from Amherst College and is a Chartered Financial Analyst. She also serves on the Greenwich (CT) Hospital Board of Trustees.

SumitomoMitsuiTrust Represented by Seiji Kawazoe who joined Sumitomo Mitsui Trust Asset Management in 1987. He has worked in the bank’s asset management and investment section, and he gained professional experience as a Fund Manager and as a Senior Fund Manager for Global Equities for institutional accounts. He has been based in various locations (Tokyo, New York, London, and Luxembourg) where he gained deeper insights into the global financial industry, particularly in the field of equity investments, including corporate disclosure issues and regulatory frameworks. Currently he is in charge of environmental, social, and governance (ESG) guidelines and polices at the bank

SustainabilityGroupRepresented by Larisa Ruoff, Director of Shareholder Advovacy, who joined the Sustainability Group in May 2013 and is responsible for expanding the firm’s shareholder advocacy and corporate engagement strategy. She was previously the Director of Shareholder Advocacy for Green Century Capital Management, the investment advisor to the environmentally-focused Green Century Funds where she built the advocacy program into one of the most active and successful of its peers. Previously, Ms. Ruoff was the Research Director for Corporate Accountability International where her research and analysis was used to expose and curb corporate abuses that harmed human health and the environment. She has a Masters of International Law and Diplomacy from The Fletcher School at Tufts University.

Trillium Asset manRepresented by Susan Baker who is a Vice President and member of Trillium’s Shareholder Advocacy team overseeing engagement with corporate leadership on numerous environmental, social, and governance issues. She has over 20 years of experience in the investment industry having started her career at Harvard Management Company and later moving to Trillium where she held investment management and equity research positions under the leadership of Joan Bavaria. In 2000, Susan left Trillium to become the religious education director of a faith-based organization, and rejoined the firm and its advocacy department in 2006. Susan holds a Master’s Degree from Harvard Graduate School of Education and a B.A. from Middlebury College.

westpathRepresented by Jake Barnett who joined Wespath in January 2020. As the director of Sustainable Investment Stewardship (SIS) for Wespath and its subsidiaries’ investment programs, Jake leads Wespath’s shareholder advocacy and engagement efforts. Specifically, the SIS team focuses on engagement efforts that align with the values of The United Methodist Church and support the transition to a sustainable global economy. Previously Jake was an institutional consultant at Morgan Stanley’s Graystone Consulting where he focused on engagement with faith-based and impact-oriented institutional investors. Jake co-chairs the Catholic Impact Investing Collaborative, serves on the Climate Crisis Leadership Group for the Interfaith Center on Corporate Responsibility (ICCR) and serves on the UN Principles for Responsible Investment (PRI) Stewardship Advisory Committee. Jake received his bachelor’s degree in Economics, International Studies and Political Science from Ohio Wesleyan University. He also holds the Certified Investment Management Analyst (CIMA) designation.

weatherby asset man Represented by Justina Lai who joined Wetherby Asset Management in 2015 where she leads the firm's impact investment strategy. Prior to Wetherby, she was a Director and Senior Investment Analyst focused on global impact investment strategies in the private markets at Sonen Capital. Previously, Justina helped manage the Rockefeller Foundation’s Program Related Investments portfolio comprised of domestic and international impact investments in private equity and private debt. She was also a core member of the Impact Investing team where she advanced and shaped the initiative strategy focused on building the field of impact investing.

Bon Secours Mercy HealthRepresented by Lydia Kuykendal who joined Mercy Investment Services as director of shareholder advocacy in 2019. She has spent the last 14 years in health advocacy leading issue campaigns, managing coalitions, acting as a media spokesperson, cultivating strategic partnerships and lobbying elected officials. Lydia previously worked for Louisiana State University and The American Cancer Society’s Cancer Action Network. Before coming to Mercy Investments, she served as Engagement Director at Giffords, a national gun violence prevention organization. There she worked to develop and implement engagement strategies and campaigns to reduce gun violence at the national, state, and local levels. A native of North Carolina, she is a 2004 graduate of North Carolina State University with a bachelor’s degree in biomedical engineering and earned her Masters of Public Health from Tulane University in 2006.

calstr3 Represented by Mary Hartman Morris, Investment Officer,  and Co-Chair of Thirty Percent Coalition's Institutional Investor Committee. Mary has 14 years of investment experience and 15 years of technical accounting knowledge as a Certified Public Accountant and Certified Internal Auditor. Prior to joining CalSTRS in January 2016, she was an Investment Officer at CalPERS, with previous work experience as an accountant, auditor and internal auditor. Ms. Morris has a Bachelor of Science degree in Business - Accounting from San Diego State University.

ConnecticutPensionsRet Connecticut Retirement Plans and Trust Funds (CRPTF) represented by Shawn T. Wooden, who was elected State Treasurer on November 6, 2018, following a successful 21-year career as an investment attorney specializing in public pension plans. He was sworn-in as Connecticut’s 83rd State Treasurer on January 9, 2019. Most recently, Treasurer Wooden was a Partner in a major law firm where he led its public pension plan investment practice and was a member of the Investment Section of the National Association of Public Pension Attorneys. Early in his legal career, he worked in the AFL-CIO's Office of Investment in Washington, D.C. From 2011 to 2015, Treasurer Wooden served as President of the Hartford City Council. He also was a member of the Connecticut Citizen’s Ethics Advisory Board, which interprets and enforces the state’s ethics laws and oversees the Connecticut Office of State Ethics.

PhiladelphiaPensionsRetRepresented by Dominique A. Cherry who began her carreer with the City of Philadelphia Board of Pensions and Retirement in 2008 as an Investment Associate, and currently serves as the Head of Public and Private Markets. Her investment responsibilities include assisting the CIO in the oversight of all asset classes in the $5B Pension Fund and combined $1.5B assets in the Municipal Employee 457 and 401A Plans. Ms. Cherry also serves in a supervisory and training role to Investment Staff. Dominique pilots the Board’s Diversity and Emerging Manager program, the City Employee Retirement Education and Outreach program, and is involved in Invest in Girls, Inc., ILPA, and NASP.
Dominique has 19 years of investment experience. Prior roles include NYLIFE Corporate Agent, and Client Relationship Manager with Vanguard. Ms. Cherry holds Bachelor of Science in Finance from The Pennsylvania State University.

RhodesIslandEmployeeRetirementSystem Employees' Retirement System of Rhode Island, represented by Seth Magaziner, Treasurer of Rhode Island. Seth was born and raised in Bristol, Rhode Island, and began his career as a public elementary school teacher in rural Louisiana during the aftermath of Hurricane Katrina. After returning home to Rhode Island, Seth worked as a vice president at Trillium Asset Management, a socially responsible investment firm with more than $1 billion of assets under management. In his first months in office, Seth successfully championed legislation establishing new green infrastructure programs at the Rhode Island Infrastructure Bank. These programs are putting tradesmen and women to work on energy efficiency and renewable energy projects across the state, helping Rhode Islanders save on energy costs while reducing our state’s carbon footprint.

GPIF

Government Pension Investment Fund of Japan

  • Represented by Hiroshi Komori. He joined GPIF in December 2015 and has been leading its Stewardship activities at Stewardship & ESG Division which was newly established in October 2016. He holds MA in International Relations (Economics) from The International University of Japan.

New Jersey Division of InvestmentRepresented by Jeffrey Warshauer, the Corporate Governance Officer at the New Jersey Division of Investment. He oversees ESG integration across the Fund. The Division of Investment, under the supervision of the State Investment Council, is one of the largest pension fund managers in the United States, responsible for the investment management of the seven pension funds that comprise the New Jersey Pension Fund and the State of New Jersey Cash Management Fund. As of the end of Fiscal Year 2019, the Pension Fund was valued at $80 billion.

office of the new york state comptroller squarelogo 1424435194214 Represented by Gianna McCarthy, Director of Corporate Governance of the $178.6 billion New York State Common Retirement Fund. She serves on the Fund’s Internal Investment Committee and coordinates the Sustainable Investment Program. Gianna is responsible for the oversight of proxy voting for the Fund’s over 3000 domestic portfolio companies. Prior to working for New York State, she had over 10 years experience in promoting shareholders’ interests, litigating cases on behalf of and advised shareholders and served as Director of Corporate Governance of the New York City Pension Funds. From 2011-2016 she served on the Board of Directors of the Council of Institutional Investors. She received a B.A. in History from Rutgers University and her J.D. from Benjamin N. Cardozo School of Law.

ucalRepresented by Wendy Pulling, Director of ESG Integration, University of California, Office of the Chief Investment Officer. Wendy works to integrate environmental sustainability, social responsibility and corporate governance factors into the investment process for the University of California’s $125 billion investment portfolio. She joined the UC Office of the Chief Investment Officer in January, 2019 bringing extensive experience in - and broad perspective on - environmental law and policy and corporate sustainability strategy and reporting. As Director of Conservation Programs for The Nature Conservancy in California from 2011-2016, Wendy led the statewide team responsible for developing and implementing conservation strategies across California’s forestry, energy, farming, ranching and water sectors.  Wendy is a member of the California Bar and received her J.D. from Stanford Law School in 1990.  She majored in History at Princeton University, graduating summa cum laude.

MainePERSSRepresented by Sandy Matheson who has served as the Executive Director of the Maine Public Employees Retirement System since 2009. MainePERS administers 6 retirement plans with over 100,000 members and retirees, an aggregate funding ratio of 83%, and a $15B trust fund. She previously served as the Director of the Washington State Department of Retirement Systems from 2005 to 2009 and as a member of the Washington State Investment Board. She currently serves as Past President of the National Association of State Retirement Systems, as the chair of GFOA’s Committee on Retirement and Benefits Administration, and as a member of the Public Employees Board of the International Foundation of Employee Benefit Programs. Prior to joining MainePERS, Ms. Matheson also was a member of the International Centre for Pension Management and served on the boards of the Employee Benefits Research Institute and the Washington State Society of CPAs.

Maryland SRPSRepresented by Nancy Kopp. Elected in February 2002, and re-elected to full four-year terms in 2003, 2007, 2011 and 2015, Nancy K. Kopp is the 23rd Maryland State Treasurer since the adoption of the Constitution of 1851.  She is the second woman ever to serve as Maryland's State Treasurer and is the only woman serving Maryland in a Constitutional Office. In addition to her responsibilities for managing the Office of State Treasurer, as a Constitutional Officer and a representative of the General Assembly, the Treasurer serves on a number of key State Boards and financial planning committees. Treasurer Kopp chairs both the Capital Debt Affordability Committee and the Commission on State Debt, and is a member of Maryland's Board of Revenue Estimates.  She is the chief representative of the State dealing with financial rating agencies and investment banking firms.  The Treasurer also serves as Chair of the Board of Trustees of the Maryland State Retirement and Pension Systems, as Chair of the College Savings Plans of Maryland and as a member of the Maryland Supplemental Retirement Board,  the Maryland Health and Higher Education Financing Authority, the Maryland Agricultural Land Preservation Foundation Board, the Small Business Development Financing Authority and the Hall of Records Commission.

Mercy Investment ServicesRepresented by Lydia Kuykendal who joined Mercy Investment Services as director of shareholder advocacy in 2019. She has spent the last 14 years in health advocacy leading issue campaigns, managing coalitions, acting as a media spokesperson, cultivating strategic partnerships and lobbying elected officials. Lydia previously worked for Louisiana State University and The American Cancer Society’s Cancer Action Network. Before coming to Mercy Investments, she served as Engagement Director at Giffords, a national gun violence prevention organization. There she worked to develop and implement engagement strategies and campaigns to reduce gun violence at the national, state, and local levels. A native of North Carolina, she is a 2004 graduate of North Carolina State University with a bachelor’s degree in biomedical engineering and earned her Masters of Public Health from Tulane University in 2006.

Minnesota MSBIThe Minnesota State Board of Investment is represented by Mansco Perry, Executive Director and Chief Investment Officer. Prior to his appointment at the MSBI, Mansco served as the Chief Investment Officer of Macalester College, Chief Investment Officer of the Maryland State Retirement and Pension System, Assistant Executive Director and Deputy Chief Investment Officer of the Minnesota State Board of Investment. He has held various financial management positions at Cargill, Inc., Dayton Hudson Corporation, Target Stores, the Federal Reserve Bank of Minneapolis and the Minnesota Department of Revenue. Mansco has a BA from Carleton College, an MBA from the University of Chicago and a J.D. from the William Mitchell School of Law. He was awarded the Chartered Financial Analyst, the Chartered Alternative Investment Analyst, and the Certificate in Investment Performance Measurement designations. Mansco was admitted to practice law in the State and Federal District courts of Minnesota.

NatahanCummingsRepresented by Laura Campos who has nearly two decades of experience engaging public corporations on topics with implications for climate change and inequality. As Director of the Nathan Cummings Foundation’s Corporate and Political Accountability program, Laura employs both grantmaking and active ownership strategies to address the ways in which corporations can both advance and hinder progress on climate change and inequality. In her prior role as the Director of Shareholder Activities at NCF, Laura successfully engaged public corporations on topics including corporate political expenditures, renewable energy commitments, diversity and executive compensation. Before joining NCF, Laura served as a Financial Advisor Associate at Sanford C. Bernstein & Co. She has also worked on projects for the Arcus Foundation, the Aga Khan Foundation and Christian Aid.

OPERSRepresented by Patti Gazda who joined the Ohio Public Employees Retirement System in 2003 and is the Corporate Governance Officer with overall responsibility for compliance, communication, and education for OPERS public employers. Prior to joining OPERS, her past positions included work in the airlines, life insurance, health insurance and manufacturing industries. She holds a B.S. degree from the University of Pittsburgh and a Master’s degree from the University of Phoenix. Gazda also holds a certificate as a registered Corporate Coach from the Worldwide Association of Business Coaches.

Saint Paul & Minnesota FoudationRepresented by Ellen Brownell, Director of Investments. Ellen brings over 20 years’ experience to the investment team across all aspects of asset allocation, manager diligence, and risk management and participates in the strategic management of the Foundation. Prior to joining SPMF, Ellen served as Senior Investment Advisor at Pohlad Investment Management in Minneapolis, and prior to that she was the Managing Director, Asset Allocation, Risk Management and Innovative Solutions at San Francisco Employees’ Retirement System.

SFERS logo 549 transparentRepresented by Andrew Collins, Director of ESG Investing for the San Francisco Employees’ Retirement System. Previously, Andrew was an ESG Investment Strategist with State Street Global Advisors, and prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB). He has also held roles in environmental auditing and consulting and worked internationally as a corporate sustainability manager. He graduated from Yale University with a B.S. in Environmental Engineering

SEIURepresented by Renaye Manley, Deputy Director of the Service Employees International Union, working in the Capital Stewardship Department. Prior to this position, Manley worked for Interfaith Worker Justice, a community/labor collaboration, coordinating work with unions and denominations on issues of workplace justice. She served as a Midwest field representative for the AFL-CIO for a number of years, working on strategic union initiatives. She serves on the board of several worker justice groups. Manley is a graduate of Indiana University.

Stardust
  • Represented by Molly Gochman, Founder & President. Molly is an award-winning artist and activist who aims to bring together the collective experiences of many for greater understanding. She believes that connection and thoughtful participation can catalyze powerful change. Molly’s desire to leverage her influence as an investor, as an activist, and as an artist led her to found Stardust, with the hopes of contributing to a more just and equitable world. Molly is a board member of The Freedom Fund, Children’s Rights, and Creative Time and was named one of New York’s New Abolitionists by the New York State Anti-Trafficking Coalition. She holds a BFA in Sculpture from Guilford College. Molly is based in New York.
  • Represented by Helena Hasselmann, Managing Director of Stardust Equity. Helena oversees all investment activities within Stardust Equity and is also responsible for working with external managers on ESG integration across asset classes. Prior to Stardust, Helena was an investment manager at LGT Impact, a global impact investor focusing on private equity investments in developing and emerging countries. Previously, Helena worked at Goldman Sachs as a member of the Distressed Investing team in London. She started her career as an analyst in the Investment Banking Division in New York. She holds a MBA with Distinction from Harvard Business School, and a BCom in Finance and International Business from McGill University. Helena is based in New York.

WashingtonStateInvestmentRepresented by Theresa J. Whitmarsh who is the Executive Director of the Washington State Investment Board, one of the United States’ leading institutional investors, managing over $103 billion of state pension, insurance, and other assets. WSIB is a leader in private asset investing, with private equity, real estate, and tangible assets comprising 40 percent of its retirement portfolio.  Theresa joined the WSIB in 2003 with 20 years’ experience in business, government and media.  She has a Master’s in Business Administration, Pacific Lutheran University, and Bachelor of Arts, English Literature, Seattle Pacific University. She is Chair of the Pacific Pension & Investment Institute, and serves as co-Chair on the Council of Institutional Investors, and is immediate past director with the International Centre for Pension Management.  She also serves on the Millstein Center for Corporate Governance Advisory Board and the World Economic Forum’s Global Agenda Council on the Future of Investing.  She is a member of ABP’s Investment Committee.

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Fiona Ma - Treasurer

Fiona Ma is California’s 34th State Treasurer. She was elected on November 6, 2018 with more votes (7,825,587) than any other candidate for treasurer in the state's history. She is the first woman of color and the first woman Certified Public Accountant (CPA) elected to the position. The State Treasurer’s Office was created in the California Constitution in 1849. It provides financing for schools, roads, housing, recycling and waste management, hospitals, public facilities, and other crucial infrastructure projects that better the lives of residents. California is the world’s fifth-largest economy and Treasurer Ma is the state’s primary banker. Her office processes more than $2 trillion in transactions within a typical year. She provides transparency and oversight for the government’s investment portfolio and accounts, as well as for the state’s surplus funds. Treasurer Ma oversees an investment portfolio of about $99 billion, more than $31.4 billion of which are local government funds. She serves as agent of sale for all State bonds, and is trustee on outstanding debt of $94 billion.

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Dave Young - Treasurer

A native Coloradan, Dave Young is honored, humbled, and excited to serve as Colorado State Treasurer. Appointed to the Colorado legislature from House District 50 in 2011, Dave was then elected to that position in 2012. He was re-elected twice more. Throughout his career, Dave has seen first-hand how pivotal education and training are for opening opportunities for people. That’s why he was pleased to be appointed to serve on the following committees: House Public Health Care and Human Services; Education; Health, Insurance and Environment; Transportation; and Appropriations. In November 2014, Dave was appointed to the Joint Budget Committee and as the Chair of the House Appropriations Committee.

Connecticut

Shawn T. Wooden – Treasurer

Shawn T. Wooden was elected State Treasurer on November 6, 2018, following a successful 21-year career as an investment attorney specializing in public pension plans. He was sworn-in as Connecticut’s 83rd State Treasurer on January 9, 2019. Most recently, Treasurer Wooden was a Partner in a major law firm where he led its public pension plan investment practice and was a member of the Investment Section of the National Association of Public Pension Attorneys. Early in his legal career, he worked in the AFL-CIO's Office of Investment in Washington, D.C. From 2011 to 2015, Treasurer Wooden served as President of the Hartford City Council. He also was a member of the Connecticut Citizen’s Ethics Advisory Board, which interprets and enforces the state’s ethics laws and oversees the Connecticut Office of State Ethics.

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Michael Frerichs – Treasurer

  • Michael Frerichs was elected Illinois State Treasurer in November 2014. In Illinois, the Treasurer’s office predates the state’s incorporation in 1818. Voters in 1848 chose to make it an elected office. Frerichs is the 74th person to serve in this role. In Illinois, the Treasurer is the state’s Chief Investment Officer and Frerichs is a Certified Public Finance Officer. The office invests money on behalf of the state and local units of government. Mike also believes in providing individuals with the tools so that they can invest in themselves.
  • Represented by Rodrigo Garcia who serves as the Chief Investment Officer and Chief Financial Officer for the Illinois State Treasury. In this pivotal executive post, Garcia directs the treasury’s combined $25 billion fixed income, equity, and venture capital portfolios, all investment and financial professionals, multiple asset classes and $300 billion in related banking and financial services in order to maximize portfolio returns and bolster the  Illinois macro and micro economy. He holds two post-graduate degrees, one in finance from the University of Illinois and one in public policy from Northwestern University and recently completed a senior executives program at Harvard’s Kennedy School of Government.

Maryland

Nancy Kopp – Treasurer

Elected in February 2002, and re-elected to full four-year terms in 2003, 2007, 2011 and 2015, Nancy K. Kopp is the 23rd Maryland State Treasurer since the adoption of the Constitution of 1851.  She is the second woman ever to serve as Maryland's State Treasurer and is the only woman serving Maryland in a Constitutional Office. In addition to her responsibilities for managing the Office of State Treasurer, as a Constitutional Officer and a representative of the General Assembly, the Treasurer serves on a number of key State Boards and financial planning committees. Treasurer Kopp chairs both the Capital Debt Affordability Committee and the Commission on State Debt, and is a member of Maryland's Board of Revenue Estimates.  She is the chief representative of the State dealing with financial rating agencies and investment banking firms.  The Treasurer also serves as Chair of the Board of Trustees of the Maryland State Retirement and Pension Systems, as Chair of the College Savings Plans of Maryland and as a member of the Maryland Supplemental Retirement Board,  the Maryland Health and Higher Education Financing Authority, the Maryland Agricultural Land Preservation Foundation Board, the Small Business Development Financing Authority and the Hall of Records Commission.

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Deb Goldberg – Treasurer

Deborah B. Goldberg is the Massachusetts State Treasurer and Receiver General. In that role she is responsible for the state’s cash and debt management, unclaimed property, and chairs state boards and commissions, including the Massachusetts School Building Authority, the Pension Reserves Investment Management Board, the State Board of Retirement, Massachusetts State Lottery Commission, and the Massachusetts Clean Water Trust.  In 2015, she established the new Office of Economic Empowerment, the first of its kind in the country, and chairs its Economic Empowerment Trust Fund. Treasurer Goldberg also was elected to serve as Secretary-Treasurer of the National Association of State Treasurers. 

Scott Stringer – Comptroller

  • NewYorkCityComptrollerNew York City Comptroller Scott M. Stringer has spent his career in public service fighting to ensure that every New Yorker has an equal opportunity to make it in our City. Over the last two decades, Mr. Stringer has been a champion for policies like a $15 minimum wage, has advocated for affordable housing, worked to strengthen the City’s fiscal health, and promoted open, transparent government. Born and raised in Washington Heights, Mr. Stringer was elected to the New York State Assembly in 1992, where he represented Manhattan’s West Side for 13 years. In 2006 he became Manhattan Borough President, and was elected Comptroller in 2013.
  • Represented by Michael Garland who is the Assistant Comptroller for Corporate Governance and Responsible Investment for New York City. The Comptroller serves as investment advisor, custodian and a trustee to the New York City Pension Funds, which have more than $170 billion in assets and a long history of active ownership on issues of corporate governance and sustainability. Michael and his team are responsible for developing and implementing the Funds’ active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices,  and advocating for regulatory reforms to protect investors and strengthen shareowner rights. Recent initiatives include spearheading the Boardroom Accountability Project launched in fall 2014, which has helped to establish proxy access as a fundamental right at hundreds of U.S. companies.

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Thomas P. DiNapoli – Comptroller

  • A life-long Long Islander, Tom was raised in a middle-class, union household and saw the value of hard work and stretching every dollar in the example set by his parents. In 1972, Tom won his first election and served as a trustee on the Mineola Board of Education, becoming the first 18-year-old in New York State to hold public office. He attended Hofstra University, earning a bachelor’s degree in history and graduated magna cum laude in 1976. He worked in the telecommunications industry for 10 years, and went to night classes and earned a master’s degree from The New School University’s Graduate School of Management and Urban Professions. In 1986, he ran for the New York State Assembly and was elected to represent the 16th District in northwestern Nassau County for the next 20 years. Tom was elected State Comptroller on Feb. 7, 2007 by a bipartisan majority of the State Legislature. He was elected Comptroller by New York’s voters in 2010 and re-elected in 2014.  Tom is known for his integrity, independence and even-keeled leadership.
  • Represented by Gianna McCarthy, Director of Corporate Governance

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Tobias Read – Treasurer

  • Tobias Read understands that financial empowerment, wise investments, and sound management are foundational to the quality of life and economic opportunities for Oregonians, and key for the long-term vitality of our state. Elected Oregon’s 29th State Treasurer in 2016, Tobias is a collaborative problem solver who draws upon his management, political and finance policy experience to serve Oregonians as Treasurer. He worked in the U.S. Treasury and as a liaison between designers, engineers and manufacturing units for Nike Inc. In 2006, he was elected to the Oregon House of Representatives, where he served a decade and championed legislation to invest in public education, improve state financial management, finance critical infrastructure improvements, and to help Oregonians save for a more secure future.
  • Represented by Jennifer J. Peet who is the Director of Legal Affairs for the Oregon State Treasury. She provides advice and counsel regarding investment and compliance matters for OPERF and other investment fund clients including the Oregon 529 Network and Oregon Retirement Savings Plan, and the investment funds available to local governments. She directs the securities litigation and corporate governance programs. She represents Treasury in organizations such as the Council of Institutional Investors, and the 30 Percent Coalition.

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Represented by Lloyd Ebright who brings a unique understanding of big data and technology to his various roles within Pennsylvania Treasury. Lloyd currently oversees several of Treasury’s alternative investments – including investments in energy efficiency and small business lending. Lloyd has contributed to Treasury’s shareholder advocacy activities such as proxy voting, corporate engagement on ESG issues, and ensuring Pennsylvania's compliance with Iran/Sudan divestment legislation. Lloyd also brings a successful track record in procurement – saving the department and Pennsylvania taxpayers millions of dollars in government contracts. His contributions in procuring a prepaid debit card program that included the nation’s first integrated ATM  locator website and mobile applications led to recognition for Treasury from leading consumer advocacy groups. He earned his B.A. and M.A. in Economics from the University of Toledo.

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Seth Magaziner – Treasurer

  • Seth was born and raised in Bristol, Rhode Island, and began his career as a public elementary school teacher in rural Louisiana during the aftermath of Hurricane Katrina. After returning home to Rhode Island, Seth worked as a vice president at Trillium Asset Management, a socially responsible investment firm with more than $1 billion of assets under management. In his first months in office, Seth successfully championed legislation establishing new green infrastructure programs at the Rhode Island Infrastructure Bank. These programs are putting tradesmen and women to work on energy efficiency and renewable energy projects across the state, helping Rhode Islanders save on energy costs while reducing our state’s carbon footprint.
  • Represented by Randy Rice who is Deputy Communications Director and Shareholder Engagement at the Office of Rhode Island General Treasurer Seth Magaziner. Prior to joining Rhode Island Treasury in May 2016, Randy was Communications Director at Trillium Asset Management in Boston, MA. While at Trillium, Randy collaborated with the Croatan Institute, Thirty Percent Coalition, Root Capital, and Global Fund for Women to publish a white paper: Investing for Positive Impact on Women - Integrating Gender into Total Portfolio Activation. The paper was published in November 2015.

Seal of the Washington State Treasurer

Duane A. Davidson – Treasurer

Duane Davidson was elected as Washington’s 23rd State Treasurer in 2016. Prior to that, Duane was elected to four terms as Benton County Treasurer, serving from 2003 – 2014. He is an actively licensed certified public accountant (CPA). Duane was born and raised in Carnation, Washington where he graduated from Tolt High School. He started his undergraduate education at Bellevue Community College and transferred to Central Washington University in Ellensburg where he earned a Bachelor of Science in Accounting

  • ACE LLC – Michele Ashby, President & CEO
  • Ascend – Janet Wong, Managing Director - Pinnacle
  • Boardbound by Women's Leadership Foundation - Barbara T. Bauer, Executive Director
  • Carlow Consulting - Carol Drake, CEO
  • Catalyst – Lorraine Hariton, President & CEO
  • Direct Women – Shawn Kaminski, Executive Director
  • Forte Foundation – Elissa Sangster, Executive Director
  • Healthcare Businesswomen's Association – Nikki Jones, Head of DE&I
  • Hispanic Association on Corporate Responsibility – Cid Wilson, CEO
  • Impact Shares – Ethan Powell, Founder and President
  • Latino Corporate Directors Association – Esther Aguilera, CEO
  • Stanford Center for Corporate Governance – Amanda  K. Packel,  Managing Director
  • The Boston Club – Toni G. Wolfman
  • The Board Challenge - Sheryl Tucker, Executive Director
  • Vision 2020 – Lynn H. Yeakel, Founder and President
  • Women Business Leaders of the U.S. Health Care Industry Foundation (WBL) – Lynn Shapiro Snyder, President
  • Women in Fund Finance - Dee Dee Sklar, Co-Chair
  • Women in the Boardroom – Sheila Ronning, Founder & CEO
  • YWCA Metropolitan Chicago – Dorri McWhorter, CEO
  • YWCA USA - Alejandra Y. Castillo, CEO
  • 50/50 Women on Boards – Betsy Berkhemer-Credaire, CEO

  • Holly Bohart – Educational Foundation of America
  • Cindy Burrell – Diversity in Boardrooms
  • Solange Charas – President, Charas Consulting, Inc.
  • Doug Conant – CEO, Conant Leadership
  • Eve Ellis – PM, Gender Parity and Matterhorn/Refinitiv Diversity & Inclusion Strategies, William Blair
  • Robert Jackson, Jr. – Professor of Law, NYU School of Law
  • Jared Landaw – Barington Capital Group
  • Dianne McKeever – Chief Investment Officer, Ides Capital Management, LP

 

 

 

 

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