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2013 Speakers
FEATURED SPEAKERS
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Thomas Kostigen
Thomas Kostigen is editor at large for Private Wealth and Financial Advisor magazines. He is a longtime journalist and a New York Times bestselling author. He has written numerous environmentally centric nonfiction books and several works of fiction. He has reported from five continents, from the world's natural wonders to war zones. Kostigen speaks widely on the environment, social and governance topics and believes it takes both community and capital to make the planet safer and more secure.
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Philippe Cousteau, Jr.
Explorer, social entrepreneur and environmental advocate, Philippe Cousteau is the 33-year-old member of the legendary family. He is the President of EarthEcho International www.earthecho.org, a leading non-profit organization whose goal is to engage and empower youth to take action for a brighter future. His tools are simple—education, balanced advocacy and a commitment to action.
In addition to his work with EarthEcho International, Philippe is co-founder of Azure Worldwide www.azureworldwide.com, a strategic environmental design, development and marketing company.
Most recently, Philippe announced a partnership with AdvisorShares Investments to leverage Wall Street to “do good” by launching the Global Echo Fund on the New York Stock Exchange (NYSE: GIVE) in May 2012. The first multi-manager exchange traded fund with a sustainable investment mandate where a portion of the management fee is funding a new Foundation aimed at philanthropically supporting solutions to many of the challenges facing the world community from social issues impacting women and children to environmental conservation, as well as supporting micro enterprise.
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SPEAKERS
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Christina Black
VP, Business Director, Christie's Fine Arts Storage Services
Christina Black is the Business Director for Christie's Fine Arts Storage Services (CFASS), a wholly owned and independent subsidiary of Christie's. She is responsible for the strategic and operational aspects of the organization, and works closely with Client Services to continue to develop and manage client relationships. Previously, Christina spent several years as a management consultant with an expertise in mergers & acquisitions, turnaround and distressed asset advisory and investment advisory. Earlier in her career, Christina worked at Deloitte and Ernst & Young. She has experience across a variety of industries in the United States, Europe, Continental Africa, South Africa and Asia. She holds an M.B.A from Columbia Business School and a BSBA from the University of Pittsburgh.
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Justin Conway
Senior Director of Investment Partnerships at Calvert Foundation
Justin is Director of Investment Partnerships at Calvert Foundation, a national nonprofit managing over $400 million in community development, microfinance, and social enterprise investments. He is responsible for business and industry development, manages the firm’s financial services and distribution relationships, and works closely with the investors and financial advisors that are at the forefront of using investment capital for social impact. Prior to Calvert Foundation, Justin managed the Community Investment Program of the Social Investment Forum and Green America, where he was instrumental in growing the overall demand for impact investing among financial professionals. Justin serves on numerous boards and committees related to sustainable investing, and prior to the last 10 years in financial services, worked on human rights issues in Asia and Central America.
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Ron D. Cordes
Co-Chairman of Genworth Financial Wealth Management
Ron D. Cordes has enjoyed a 30-plus year career in the investment industry, having co-founded and then sold AssetMark Investment Services to Genworth Financial in 2006. He is currently co-chairman of Genworth Financial Wealth Management, which is responsible for over $25 billion in assets under management for individual and institutional clients.
He is co-author of "The Art of Investing & Portfolio Management," published in 2004 by McGraw Hill, and was recognized as an Ernst & Young Entrepreneur of the Year in 2005. He holds a Bachelor of Science in business administration from the University of California, Berkeley.
Ron speaks and writes extensively on the field of impact investing, including authoring a series of articles for Financial Planning magazine and presenting at Social Capital Markets (SOCAP), Clinton Global Initiative, TakeAction! and the Global Philanthropy Forum.
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Megan L. Fielding, CIMA
MicroPlace, Inc.
Megan is Head of Investments and Business Development at MicroPlace, Inc., an SEC registered broker-dealer of impact investments and a PayPal/eBay company. Megan manages all issuer relationships for MicroPlace and is also responsible for the sourcing of new issuers and investment opportunities. Previously, Megan served as Vice President of Investor Relations for HRJ Capital. Prior to HRJ, she held senior marketing and investment consulting roles at banking institutions and asset management companies in San Francisco and New York City. She received her M.A. in International Studies from the University of San Francisco and her B.A. in Economics from Wheaton College (MA).
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James Malone
James Malone is Director of Investment Platforms at Community Capital Management, Inc. primarily responsible for business development with research platforms including broker-dealers, retirement plans, consultants, banks and bank trust platforms. James previously worked at Franklin Templeton Distributors as Vice President of the Investment Platform Division and was also responsible for business development with research platforms across multiple distribution channels. Prior to Franklin Templeton, he was a senior product manager at Putnam Investments. James began his career as a Certified Public Accountant at PricewaterhouseCoopers.
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Gloria Nelund
Chairman & Chief Executive Officer, Trilinc Global Impact Fund
Gloria Nelund is the CEO of TriLinc Global Impact Fund and previously served as Head of the U.S. Private Wealth Management Division at Deutsche Bank where she held fiduciary responsibility for more than $50 billion in investment assets including more than $20 billion in emerging markets and credit instruments. Prior to her tenure at Deutsche Bank, Ms. Nelund spent sixteen years as an executive at Bank of America / Security Pacific Bank, most notably as President and CEO of B of A Capital Management, Inc., an investment management subsidiary managing $35 billion in assets for both retail and institutional investors. Ms. Nelund has been a pioneer in the development of Social Impact products for institutional and high net worth investors and has over 30 years of experience in executive management of financial institutions.
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Robert Fenwick-Smith
Founder and Senior Managing Director of Aravaipa Ventures
Robert founded Aravaipa in early 2008 with 20 years of global experience acquiring, founding, building, merging and selling companies. Robert’s previous fund managing experience was at Robannic n.v., a Private Equity Fund, from 1988 to 2002. As co-Founder and CEO of Robannic’s ROMACO Group, for 12 years, Robert lead the growth of this roll-up in the pharmaceutical packaging and processing machinery sector from its inception to $200 million in sales and successful exit.
In Aravaipa, Robert has built a micro-fund with a sharp focus on Colorado-based Efficiency-Tech companies that all aim to improve the way we use our precious and limited resources. He currently serves as Chairman of AXIT AG (Germany), a leading Cloud Supply Chain Management company where he led a turn-around to current high profitability.
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Liz Sessler
Sr. Investment Marketing Manager, Enterprise Community Loan Fund
Liz Sessler is the Sr. Investment Marketing Manager at Enterprise Community Loan Fund’s where she manages the Enterprise Community Impact Note. She works to promote impact investing in all of Enterprise’s markets and communicate Loan Fund’s vision and social impact. Prior to joining Enterprise Liz served as the Director of Business Development for Agora Partnerships. While at Agora she oversaw the organization’s fundraising and marketing efforts and spoke internationally on the role of small businesses in community development. Liz began her work in the impact investing space at Calvert Social Investment Foundation.
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David Smith
Co-Founder and Group Publisher
Financial Advisor and Private Wealth magazines
David Smith is a founding partner of Charter Financial Publishing Network (CFPN), a publisher, marketer and distributor of information for the financial services industry. He is co-founder and publisher of Financial Advisor and Private Wealth magazines and other CFPN publications.
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