Andrew Behar is CEO of shareholder advocacy organization As You Sow and has 30 years of experience as a senior executive and strategist in the cleantech, communications, and life science sectors. Prior to joining As You Sow, Andrew founded and was CEO of a cleantech start-up developing innovative fuel cell technologies. He served as COO for a social media agency focused in the sustainability space and has been a strategic consultant in the nonprofit sector. He has founded and run start-ups in the medical device and communications areas and serves on the boards of several high-tech innovation companies.
Shelley Alpern joined Clean Yield Asset Management as director of social research and advocacy in the fall of 2012. A shareholder advocate for nearly two decades, Shelley has led and participated in a wide range of advocacy campaigns, leading to numerous negotiated agreements with leading corporations. She has worked on a broad number of issues, including greenhouse gas emissions, corporate political spending, palm oil, and LGBT workplace policies.
For her efforts in promoting inclusive nondiscrimination policies, she was recognized by the Gay Financial Network and Fortune magazine as one of the 25 most powerful lesbians and gay men in business and by The Advocate magazine as “one of our best and brightest activists.” Her work to press a leading cosmetics manufacturer to remove phthalates as a product ingredient was recognized by the Silent Spring Institute in 2005 with their first Rachel Carson Award. In 2005 she was voted by her industry peers to receive the SRI Service Award.
Mary Babic is senior communications officer of the US Regional Office of Oxfam America. She has authored many works for Oxfam and other nonprofit organizations, most recently the report on poultry workers in the US, Lives on the Line: The Human Cost of Cheap Chicken.
Shanna Cleveland is a Senior Manager at Ceres where she directs Ceres’ work on the Carbon Asset Risk (CAR) Initiative. The CAR Initiative supports investor engagement with fossil fuel companies to better assess and manage the risks that significant capital expenditures may be stranded as the world shifts to a low carbon economy. Recent studies have confirmed that achieving the international goal of limiting global average temperature rise to “well below 2 degrees Celsius” will require leaving significant quantities of fossil fuel reserves in the ground.
Prior to joining Ceres, Shanna led clean energy initiatives as a Senior Attorney at Conservation Law Foundation. Shanna’s work included reaching a landmark settlement agreement with a developer of a proposed natural gas power plant to limit and phase out greenhouse gas emissions from the facility, a first-of-its-kind decision from the Federal Energy Regulatory Commission regarding compensation for reliability through capacity payments, and a nationally recognized analysis of the impacts of and policy options for reducing fugitive emissions from the natural gas distribution system.
Shanna earned her law degree at the University of Virginia where she served as an Executive Editor of the Virginia Law Review, an LL.M. in Environmental Law from Vermont Law School, magna cum laude, and her undergraduate degree from Harvard University, magna cum laude.
Marian Currinder is the Center for Political Accountability’s associate director and is responsible for working with shareholder partners, engaging the corporate community, and overseeing research projects. She has studied, taught, and written about money in politics for more than 10 years. Her publications include the books Money in the House and Congress in Context, as well as numerous book chapters and articles on campaign finance. Prior to joining the Center, Marian was a Senior Fellow at Georgetown University’s Government Affairs Institute, where she focused on congressional politics, policy, and procedure. She earned her B.A. from the Pennsylvania State University and her M.A. and Ph.D. in political science from the University of Florida.
Stu Dalheim has led Calvert’s shareholder advocacy program, which includes direct dialogue, standard-setting exercises and partnerships as well as shareholder resolutions, since 2005. 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 UNEP FI Investment Commission Board and is a member of the Corporate Governance Advisory Council of the Council of Institutional Investors. He earned a BA in philosophy from Wesleyan University and is a LEED accredited professional.
Find Mr. Dalheim on Twitter: @StuDalheim
Patrick Doherty is Director of Corporate Governance in the Office of the New York State Comptroller, where he helps develop and administer corporate responsibility initiatives for the $184bn New York State Common Retirement Fund. Prior to coming to the State Comptroller’s Office in 2010, Pat was Director of Corporate Social Responsibility in the New York City Comptroller’s Office. He has had a long history of managing corporate engagements, helping to negotiate scores of agreements with State and City portfolio corporations on a wide range of CSR issues. Pat holds BA and JD degrees from Hofstra University and a MIA from the Columbia University’s School of International and Public Affairs. He has been a member of the New York State Bar since 1985.
Georges Dyer, Principal, Intentional Endowments Network, has been engaged in solutions-based, whole-system approaches to sustainability for over 15 years. He leads the Intentional Endowments Network, supporting senior leadership in higher education to advance sustainable investing strategies that enhance endowment performance while aligning investments with mission, values, and sustainability goals. From 2006-2013, Georges served in various roles, including Vice President, at Second Nature to develop the American College & University Presidents’ Climate Commitment (ACUPCC) network – comprised of more than 670 institutions committed to climate neutrality and integrating climate and sustainability into education, research, and community engagement activities. Previously, Georges was the Head of Market Intelligence at LaBranche Financial Services, where he was an NASD Series 86/87 licensed analyst. He is a graduate of The Mountain School, Phillips Exeter Academy, and Dartmouth College. He holds an MSc in Strategic Leadership towards Sustainability from the Blekinge Institute of Technology in Karlskrona, Sweden.
Danielle Fugere is President and Chief Counsel at As You Sow. She brings a wealth of experience in achieving broad and lasting change and in-depth knowledge of clean energy, conservation policy, toxic enforcement, and team building. Danielle served most recently as Executive Director of the Environmental Law Foundation. Prior, she was Legal Director and Regional Program Director for national nonprofit Friends of the Earth, where she spearheaded innovative legal strategies to reduce global warming pollution and directed campaigns to reduce pollution and promote sustainable alternative energies and fuels. Through her work, Danielle has been instrumental in securing compliance with environmental laws and industry conversions to environmentally sound technologies, including a settlement with the City and County of Los Angeles resulting in a $2.1 billion sewer system upgrade. Danielle was recognized with the WaterKeeper’s Environmental Achievement Award in 2000 for her outstanding achievements protecting California waters from pollution and compelling polluters to assume the costs of environmental degradation. She holds a JD from the University of California, Berkeley School of Law and a BA in Political Economics from the University of California, Berkeley.
Richard C. Ferlauto sits on the governing board of the 50/50 Climate Project, an advocacy network of large investors that encourages boards of energy companies to respond more aggressively to the challenges of climate change. Contact him email@example.com.
Bruce Freed is president of the Center for Political Accountability, a Washington, D.C. based NGO whose mission is to bring transparency and accountability to corporate political spending. It has pioneered the examination of corporate political spending and the risk it poses to companies and shareholders and produces the CPA-Zicklin Index that benchmarks companies on their political disclosure and accountability policies and practices. As a result of CPA’s efforts, political disclosure has been adopted by 130 large companies and is becoming a mainstream corporate practice. In his work with CPA, which he founded in 2003, he has drawn on his three decades of experience in journalism, Congress, and strategic public affairs. Mr. Freed speaks widely and co-authored The Conference Board’s Handbook on Corporate Political Activity. He has appeared in the Washington Post, Financial Times, Reuters, US News & World Report, the Sacramento Bee, the International Corporate Governance Network 2013 Yearbook, and The Conference Board Review.
Michael Garland is Assistant Comptroller for Corporate Governance and Responsible Investment for New York City Comptroller Scott M. Stringer. The Comptroller serves as investment advisor, custodian and a trustee to the New York City Pension Funds, which have more than $160 billion in assets and a long history of active ownership on issues of corporate governance and sustainability. Mr. Garland 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 shareholder rights. He also co-chairs the Activism Committee of the Council of Institutional Investors and serves as Comptroller Stringer’s designated representative to the CERES board of directors.
Keith L. Johnson chairs the Institutional Investor Services Group at Reinhart Boerner Van Deuren s.c. He represents pension funds, foundations and other institutional investors globally on fiduciary, investment, governance and litigation matters. He is a member of the International Corporate Governance Network’s Shareholder Responsibilities Committee, holds a Level I Fundamentals of Sustainability Accounting Certificate from the Sustainability Accounting Standards Board and is a Fellow in the American College of Investment Counsel.
Before joining Reinhart, Mr. Johnson served as Chief Legal Officer of the State of Wisconsin Investment Board (SWIB), the ninth largest public pension fund in the United States. At SWIB, he headed investment legal services and was a member of the Risk Committee. He served on the Executive Board of the National Association of Public Pension Attorneys (NAPPA) and was President of the organization. Mr. Johnson was also Program Director of the University of Wisconsin Law School’s International Corporate Governance Initiative, Co-Chair of the Council of Institutional Investors’ International Governance Committee and a member of the Stanford Institutional Investors’ Forum Committee on Fund Governance. He is currently co-editor of the Cambridge University Handbook of Institutional Investment and Fiduciary Duty and Chair of the Intentional Endowments Network Fiduciary Duty Working Group.
Michelle Katz is Policy and Campaign Advisor with Oxfam America’s Private Sector Department. Michelle leads investor engagement work across Oxfam campaigns and programs, with a current focus on the Behind the Brands campaign, extractive industries, Oxfam’s campaign for the rights of US poultry workers, and the community-based human rights impact assessment initiative.
John Keenan is the Corporate Governance Analyst for the American Federation of State, County and Municipal Employees (AFSCME). John has been working on corporate governance research, pension fund activism, and pension defense since November 2003. In May 2012, he became co-chair of the Activism Committee of the Council of Institutional Investors. In 2008, John was named one of the “Rising Stars of Corporate Governance” by the Yale Millstein Center. From 2001 through October 2003, he served as Senior Policy Analyst for Proxy Voter Services, a division of Institutional Shareholder Services (ISS) serving the Taft-Hartley community. His responsibilities included proxy voting analysis, corporate research, proxy voting according to AFL-CIO guidelines, policy research, and serving as lead analyst in proxy contests. From 1995 to 2000, John worked as a paralegal at the law firm of Williams & Connolly. Casework included anti-trust, lease-backed securitizations, the Lanham Act, and discrimination. He is a graduate of Brown University, 1994, with a BA in Political Science.
Jonas Kron is a senior vice president and Trillium’s Director of Shareholder Advocacy. With over fifteen years of experience in shareholder advocacy, Jonas is responsible for leading and coordinating Trillium’s extensive advocacy program, which works to engage companies on their environmental and social performance. His advocacy work includes direct communications with company leadership, investor education and awareness, shareholder proposals, and public policy advocacy at the municipal, state and federal levels. Jonas is a member of US SIF’s Policy Committee. As a recognized legal expert in the field and a leader in shareholder advocacy, Jonas regularly represents Trillium in the media, at public events, and with clients. Prior to joining Trillium, Jonas was an environmental attorney and public defender as well as outside counsel to many socially responsible investment organizations. Jonas holds J.D. and master’s degrees from Vermont Law School.
Kevin Liu joined Glass Lewis in 2011, analyzing executive compensation and corporate governance issues at UK companies. In 2013, Kevin was named manager of the North American executive compensation research team and in 2015 became its director. The team analyzes compensation practices of more than 3,500 U.S. and Canadian companies. Kevin also directs analysis of all equity-based compensation plans for North American companies. He is the final editor/lead analyst for a broad selection of publicly traded U.S. companies, and leads compensation-related engagements with hundreds of public company issuers, discussing Glass Lewis’ compensation policy and approach to analyzing compensation, as well as general executive compensation practices and trends. Kevin holds a bachelor’s degree in political economy of industrial societies from the University of California, Berkeley.
Conrad MacKerron has more than a decade of experience managing corporate dialogues and shareholder advocacy initiatives on cutting-edge social and environmental issues. Conrad founded the As You Sow Corporate Social Responsibility Program in 1997. He is former senior social researcher at Piper Jaffray Philanthropic & Social Investment Consulting, and Social Research Director at Progressive Asset Management (both social investment firms). He also served as Senior Analyst, Energy and Environment, at the Investor Responsibility Research Center (now part of RiskMetrics Group). Formerly a journalist, he was Washington Bureau Chief for Chemical Week and a writer for BNA’s Environment Reporter. He is author of Business in the Rainforests: Corporations, Deforestation and Sustainability (IRRC, 1993) and Unlocking the Power of the Proxy (2004). Conrad served on the board of the Social Investment Forum (SIF), and was chair of the steering committee for its Advocacy and Public Policy Program. He also served on the As You Sow Board of Directors from 1993 until 2005. In 2007, he received the SRI Service Award from SIF for “outstanding contributions to the SRI community.” He holds a Masters Degree in Journalism and Public Affairs from The American University.
Kathy Mulvey is the climate accountability campaign manager and advocate at the Union of Concerned Scientists (UCS). In her role, she leads strategic development of UCS’s climate corporate accountability campaign, guides corporate engagement, builds national and international coalitions, and mobilizes experts and supporters.
Kathy also serves on the Socially Responsible Investing Committee of the Unitarian Universalist Association. She has designed and led various corporate accountability initiatives, programs, and campaigns since 1989. Prior to joining UCS, Kathy was executive director of EIRIS Conflict Risk Network. She worked with public pension funds, university endowments, asset management firms, foundations, faith-based and socially responsible investors calling on companies to support peace and stability in areas affected by genocide and mass atrocities. Before that, Kathy worked with Corporate Accountability International for two decades, serving as both executive director and international policy director. She was a leader in advocating for the World Health Organization’s groundbreaking global tobacco treaty.
Kendis Paris is the executive director and co-founder of Truckers Against Trafficking, a 501(c)3 organization that exists to educate, equip, empower and mobilize members of the trucking and travel plaza industry to combat domestic sex trafficking. Co-winner of the Norma Hotaling Award for demand reduction, Kendis is also a fellow with Ashoka, a global organization that identifies and invests in leading social entrepreneurs. You can contact her at firstname.lastname@example.org.
Michael Passoff is the founder and CEO of Proxy Impact, a shareholder advocacy and proxy voting service for sustainable and responsible investors (SRIs). Michael has over 20 years of experience in corporate social responsibility, shareholder advocacy, and philanthropy. For more than a decade Michael served as the Senior Program Director for the As You Sow Foundation’s Corporate Social Responsibility Program. In 2005 he founded the Proxy Preview to alert foundations, SRIs, pension funds, labor, and faith-based communities to upcoming shareholder resolutions that are relevant to their mission. Michael has led and participated in more than 300 shareholder dialogues and resolutions on environmental, social and governance issues. His shareholder advocacy work led him to be named as one of 2009’s “100 Most Influential People in Business Ethics” by Ethisphere Magazine and he also received the Climate Change Business Journal award for a shareholder campaign that prompted greenhouse gas emission reductions and renewable energy development at public utilities.
Matthew Prescott is senior food policy director for The Humane Society of the United States. For over a decade, he’s worked with leading agricultural stakeholders to create a more humane and sustainable food supply. His work includes helping major food retailers implement better purchasing policies, moving major meat processors away from inhumane factory farming practices, and leading major financial institutions to address these issues from investment and governance perspectives. On the web at MatthewPrescott.com.
Brandon Rees is the Deputy Director of the Office of Investment for the American Federation of Labor and Congress of Industrial Organizations (AFL-CIO). The AFL-CIO is a federation of 56 labor unions who represent 12.5 million members. Union sponsored and Taft-Hartley pension and employee benefit plans hold approximately $587 billion in assets. The AFL-CIO Office of Investment promotes the interests of workers’ funds in the capital markets by leading corporate governance shareholder initiatives and advocating for legislative and regulatory reform. Brandon Rees serves as a member of the Public Company Accounting Oversight Board’s standing advisory group. He received his B.A. in Economics and J.D. from U.C. Berkeley.
Tim Smith serves as the Director of ESG Shareowner Engagement at Walden Asset Management, a division of Boston Trust & Investment Management Company. Walden has been a leader in sustainable and responsible investing (SRI) since 1975. As of June 30, 2015, Walden managed approximately $2.7 billion in assets for individual and institutional clients.
Mr. Smith joined Walden in 2000 to lead Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. One of 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.
Luan Steinhilber, Director of Operations and Shareholder Advocacy, joined Miller/Howard Investments in 2002. Luan has worked in the operations department since joining the firm. During her tenure she was promoted to Head Trader and then to Director of Operations and Shareholder Advocacy. Prior to joining the firm, her work experience included managing a local TV station, customer service, inventory control and data management for various businesses and non-profit organizations. She continues volunteer work for several community organizations in the Woodstock area. She received her Associate of Science degree from the State University of New York at Ulster in 1993.
Stephen Viederman retired in 2000 from the presidency of the Jessie Smith Noyes Foundation where, in the early 90s, he developed and guided the effort to harmonize asset management with grant making, including some of the first ‘impact investments’ in ‘responsible growth companies.’ Mr. Viederman holds the following positions: President, Network for Sustainable Financial Markets; Chair, Finance Committee, Christopher Reynolds Foundation; Advisory Committee, Inflection Point Capital Management; Fellow, Governance and Accountability Institute; Advisory Board, Ethical Marketplace; and serves on the Steering Committee, Intentional Endowments Network. His most recent publication, co-authored by Keith Johnson, is The Philanthropic Fiduciary.
Mr. Viederman’s primary vocation is Grandparenting, doing all that he can to leave options open for his grandchildren and all children. Stephen stays incredibly active in the fields of investing and fiduciary duty; philanthropy and democracy; limits of corporate responsibility; economic and environmental justice and community governance; changing individual and institutional behavior around “sustainability’.
Meg Voorhes is Director of Research of US SIF, the membership association for US firms and organizations engaged in sustainable and responsible investing, and of the US SIF Foundation. She is the author or co-author of several US SIF Foundation publications, including its biennial Report on US, Sustainable, Responsible and Impact Investing Trends. Before joining US SIF in 2008, Meg directed environmental, social and governance research for RiskMetrics Group’s Financial Research and Analysis division. Meg spent much of her career at the Investor Responsibility Research Center. From 1996 through 2005, she headed IRRC’s Social Issues Service, where she directed research for institutional investor and corporate clientele on the environmental, human rights and other social issues raised by shareholders at US companies. Previously, Meg specialized in issues related to multinational investment and corporate responsibility in South Africa. From 1990 through 1996, she directed IRRC’s Southern Africa Service.
Rosanna Landis Weaver has been working in the governance and compensation fields since 1992. She began her work in governance with a position in the Corporate Affairs office at the International Brotherhood of Teamsters, supervising research on corporate governance and management practices. She joined the Investor Responsibility Research Center (IRRC) in 1999 and served as an expert on labor shareholder activism, writing reports on labor fund activism, executive compensation shareholder proposals and golden parachutes. At Institutional Shareholder Services (ISS), she worked on the executive compensation team as a senior analyst until 2010, with a particular focus on change of control packages, and analyzed “say on pay” resolutions. From 2010 to 2012 she was governance initiatives coordinator at Change to Win. Ms. Weaver holds a BA in English from Goshen College and a Masters in American Studies from the University of Notre Dame.
Austin Wilson is the Environmental Health Program Manager at As You Sow, where he employs shareholder advocacy to promote corporate responsibility related to environmental health, particularly in the food and agriculture sectors. Prior to joining As You Sow, Austin served as Research Associate and Network Coordinator at the Responsible Hospitality Institute in Santa Cruz, CA. Austin graduated magna cum laude from UC Santa Cruz with undergraduate degrees in Combined Mathematics/Economics and Politics.
Lisa Woll is the CEO of US SIF, where she has led strategic planning, the development of a robust policy presence, the expansion and diversification of funding, the launch the US SIF conference and the creation of the Center for Sustainable Investment Education. Before US SIF, Woll was executive director of the International Women’s Media Foundation, an organization focused on press freedom and expansion of women’s role in the media. She was the director of the first international study to look at the impact of the Convention on the Rights of the Child and directed the Washington, DC office of Save the Children. She is a member of the Advisory Council of the Children’s Rights Division of Human Rights Watch, the founder of Suited for Change, a Washington, DC-based nonprofit organization serving low income women, and the founder, with her teenage son, of Advantage Ethiopia: Kids’ Tennis and Education Initiative.
Pat Zerega joined Mercy Investment Services as director of shareholder advocacy in 2011 and became senior director of shareholder advocacy in 2013. Pat has more than 10 years of experience in corporate social responsibility, both with the Evangelical Lutheran Church in America and as an independent consultant. She previously served as director of the AIDS Interfaith Care Teams in Pittsburgh and as director of the Christian service department of the Archdiocese of Detroit. She serves on the board of directors of the Interfaith Center on Corporate Responsibility, Goodweave USA and Residential Care Services. Pat holds a bachelor’s degree in psychology and a master’s degree in rehabilitation counseling from West Virginia University as well as a certificate in Organizational Development from the Gestalt Institute of Cleveland.
Josh Zinner came to ICCR as Chief Executive Officer in January 2016, with 25 years’ experience as a non-profit leader, coalition-builder and policy advocate. For the past eight years Josh co-directed the New Economy Project, an organization that works with community groups on economic justice issues, and is at the forefront in the fight against discriminatory financial practices. Josh is a long-time public interest lawyer who has spent his career working to promote social and economic justice and corporate accountability. Among earlier roles, Josh founded and ran the Foreclosure Prevention Project at South Brooklyn Legal Services for a decade. He helped to build and lead an influential statewide coalition, New Yorkers for Responsible Lending, which fielded successful campaigns to achieve groundbreaking legislation and regulation to curb financial abuses. Previously, he worked with Oxfam America on private sector campaigns; as a housing lawyer with low-income seniors; and as a social worker with adjudicated youth, street children, and homeless adults. He is currently on the Community Advisory Board of the Consumer Financial Protection Bureau.