Responsible Investment Forum West 2024

Christina Anzel joined Generation Investment Management in 2023 and is a member of the Client Team. Previously, Christina was a Director of Investor Relations & ESG at True Green Capital Management; a Managing Director, Head of Investor Relations and Product Head at Ares Management; and a Vice President of Investor Relations and Marketing at Energy Investors Funds.

Jesse Audet (New York) joined KKR in 2020 as a member of the Public Affairs team to help implement the firm’s environmental, social, and governance (ESG) work across its investment portfolio, including supporting diligence and portfolio management, particularly for its energy and infrastructure portfolio, engagement with KKR portfolio companies, and investor engagement and communications. Prior to joining KKR, he was a senior manager of sustainability and corporate affairs at Barrick Gold Corporation where he was responsible for company-wide sustainability-related policies, systems, and processes, as well as strategic engagement with external stakeholders on ESG issues. He holds an M.A. in Geography and International Relations from the University of Toronto and a B.A. with honors from Carleton University.

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKRs website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.

Simone Balch is Sonen Capital’s Chief Growth Officer and is responsible for developing and driving the firm’s growth strategies. Simone serves as a member of the management team and contributes to the overall direction and strategy of the firm.

Simone brings more than 25 years of investment and private wealth management experience across public and private asset classes. Prior to joining Sonen Capital, she was the Regional Director of private clients at Cambridge Associates, and played key roles in expanding markets and growing businesses at Matthews Asia, Diamond Dragon Advisors, Developing World Markets, and Goldman Sachs.

Simone is passionate about helping investors add alpha and align their capital to invest in a world that can be more sustainable, equitable, and just. Outside of work, Simone serves on the Board of Directors of the San Francisco General Hospital Foundation. Simone has lived and worked on four continents and traveled to more than 50 countries.

Sonen Capital is an independent impact investment advisory firm that works with families, foundations, endowments and institutions to create bespoke investment solutions that deliver competitive financial returns alongside meaningful and measurable social and environmental impact. With decades of impact investment experience, we partner with clients to develop and manage comprehensive and customized portfolios across all investment areas and asset classes. Sonen was built on the conviction that investing to generate financial returns and lasting impact are not only compatible but also mutually reinforcing objectives.

Headquartered in San Francisco, Sonen is majority employee-owned and a certified B Corp with a 149.6 B Impact Score. Founded in 2011, Sonen Capital has been a trusted partner for investors seeking unbiased and tailored investment solutions to the world’s most pressing challenges. For more information, please visit www.sonencapital.com

Lara Banks, a Managing Director, is co-head of Makena’s Private Equity team, responsible for day-to-day portfolio management and manager selection across private equity and venture investments. Lara is also a member of Makena's Investment Committee. In addition to managing the private equity portfolio, Lara leads the firm's sustainability efforts as they relate to investment diligence and oversight in her role leading the ESG Committee. Prior to joining Makena, Lara worked at GE Energy Financial Services, a financial division investing across the capital structure of energy assets. At GE, Lara worked on investments in across the energy sector. Prior to GE, Lara was a power markets analyst at DC Energy, a proprietary energy trading firm. Lara earned an M.B.A. from Harvard Business School and a B.A. in Economics and Government, magna cum laude, from Cornell University.

Makena Capital Management, LLC was formed in 2005 by senior executives from the Stanford Management Company along with other leading practitioners from elite North American endowments and foundations. They offer investment expertise, scale and access to a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions focused on preserving and growing multigenerational capital. Makena's approach is based on investment disciplines pioneered by the leading North American university endowments and foundations. Makena began investing capital on April 1, 2006.

Akshai Baskaran is the VP of Energy and Decarbonization at Gravity, a carbon and energy management platform that enables PE firms and their portfolio companies to align sustainability programs with evergreen business priorities. With automated data collection, carbon reporting features, and project management tools to identify and execute cost-effective energy efficiency projects, Gravity helps companies meet disclosure requirements, lower operating costs, and win new business.
Prior to joining Gravity, Akshai worked as a consultant at Bain & Company in the San Francisco office, conducting diligences in the Private Equity Group and leading strategy projects for technology, healthcare, and utility clients. After consulting he led manufacturing, product, and long-term strategy for Impossible Foods as they scaled to become the leader in the plant-based meat category. Later, as Senior Director, Strategy, Finance and Business Development at Brimstone, Akshai led the commercialization of their novel low-carbon cement technology and managed business operations

Amy Bevilacqua is the Managing Partner of Green Street Impact Partners, a growth equity fund making impact investments in the future of education. Amy’s career straddles both investing and operating experience, with over 30 years leading education companies.

Her operating experience includes running a portfolio company for the private equity firm KKR and shepherding its sale to a strategic buyer. She was also the Chief Marketing Officer for a portfolio company of Sterling Partners leading to its sale to a strategic buyer.

Most recently, Amy was the Chief Innovation Officer for American Public Education, Inc. (NASDAQ: APEI) running strategy and investments.

Amy founded ElleCap.org, the only network of women investors in education, with over 225 members across the globe working in venture, growth and buyout firms. She is the immediate past President of the Alumni Council at Carleton College, and co-founded YaleWomen, an independent 501c3 and global network of over 35,000 female alums across the university.

Green Street is growth equity for EdTech:
• As operators, we’ve previously scaled and driven EdTech companies to exit.
• As investors, we’ve previously deployed capital and have a track record of success in EdTech investments.
• As EdTech experts, we’re highly attuned to market dynamics driving the transformation of education.

Investment strategy:
• Concentrating on the K-12, higher education, and workforce learning sectors
• Seeking control investments achieved through direct, syndicate, or co-investment approach
• Structuring investments typically in the form of preferred equity
• Focusing on companies with minimum revenue of $5 million who are profitable or within 18 months of being so
• Writing checks between $5 million and $10 million, including follow-on growth capital
• Targeting a gross MOIC of 3x and a gross IRR of 25% within 5 years

Jill brings 13 years of industry experience to the Firm and is Chair of the Firm’s Environmental, Social and Governance (ESG) Committee. As Chief Impact Officer, she oversees the measurement, management, reporting and enhancement of the Firm’s ESG initiatives. Key areas of focus include climate risk and resiliency, carbon emissions reduction and human health and wellness. She is also a Co-chair of the Firm’s Diversity, Equity & Inclusion Committee.

Jill began in the environmental arena as a resident student associate where she was tasked with designing a closed gas system for a particle detector in order to eliminate the emissions of over four tons of Freon into the atmosphere every year. Her first job post-college was as an associate scientist studying inertial confinement fusion. Fusion, while far from commercially viable, could potentially become a clean energy source. There she worked in the department of material science’s cryogenics division and used holographic interferometry to determine how heavy hydrogen targets reacted to extremely low temperatures. This research led to improved alternative energy experimental results.

While at Harrison Street, she worked on the Galvin Electricity Initiative, which was a campaign to transform the United States power system into one that was reliable, efficient and clean. She was involved in ensuring this effort, which later became the Performance Excellence in Electricity Renewal (PEER) program was able to scale via acquisition from the U.S. Green Building Council.

Before joining the industry, Jill held positions at Motorola, Argonne National Laboratory and KMS Fusion, Inc. Jill holds several patents and publications, and was awarded Best Presentation at the annual MOOT CORP® Global Business Plan competition. She is a certified Six Sigma Master Black Belt.

Jill has a BS in Physics from the University of Illinois, an MSEE from The Ohio State University, and an MBA from Northwestern University.

Charles Buck is President and CEO of United Church Funds (UCF), a provider of endowment and investment management services for faith-based non-profit organizations. Charles is an ordained minister of the United Church Christ, having served as a pastor and conference minister in Northern California, Hawai`i and New Hampshire prior to joining UCF in 2019. He has extensive administrative, organizational, governance and investment experience from over thirty years of work as a church senior minister, judicatory executive, and member of numerous boards of directors and investment, finance and audit committees. He is a graduate of the University of California, Berkeley, earned his Masters of Divinity from San Francisco Theological Seminary, and holds a Ph.D. in historical musicology from Stanford University.

United Church Funds (ucfunds.org), established in 1909, is a leading provider of investment and endowment management services to United Church of Christ (UCC) churches and ministries, as well as all faith-based organizations. Managing over $1 billion in assets, UCF offers sustainable and responsible investment options that align with the values of its clients and provide strong, competitive returns. Working collaboratively with other investors and managers, especially through networks such as the Interfaith Center for Corporate Responsibility and Climate Action 100+, UCF actively engages companies on a variety of issues such as climate action, environmental stewardship, racial justice, human and worker rights, and health and reproductive care.

Pat joined Amadeus in 2006 and is a Partner focusing primarily on growth-stage technology companies in Latin America, the US, and Europe. He is based in San Francisco. His portfolio includes Creditas, Descomplica, Transmode (STO:TRMO) and Tobii (STO:TOBII), among others. Pat’s sector expertise includes ClimateTech, FinTech, and EdTech. He is a Kauffman Fellow (Class 11).

Prior to becoming a VC, Pat spent five years at Bain ＆ Co. He subsequently worked as a consultant or C-level executive in the hydrogen, carbon, materials, telematics, and health care industries.

Pat holds a BA from Dartmouth College and a Masters from the Yale School of the Environment, where he focused on energy systems and climate change. From 2006-2008 he was a Research Associate at Imperial College’s Energy Futures Lab in London, with a focus on Carbon Capture ＆ Sequestration. Pat is an American citizen, speaks Spanish and Portuguese, and has travelled extensively.

Andy has worked at Frazier since 2016. After serving as a consultant on several successful investments, he joined the Frazier Growth Buyout team as a Center of Excellence Partner, where he has helped build our Human Capital and ESG programs. In 2022, Andy took on a broader mandate as the Chief Operating Officer of the Center of Excellence team. In this role, his responsibilities include the recruitment, management, and deployment of the firm’s Center of Excellence Team across our portfolio companies. He continues to shape our Environmental, Social, and Governance (ESG) program as well as other firm-level initiatives.

Founded in 1991, Frazier Healthcare Partners is a leading private equity firm focused exclusively on the healthcare sector. With over $7.1 billion in total capital raised, Frazier has invested in more than 200 companies with transaction types ranging from buyouts of profitable healthcare services companies to venture capital and company creation. Frazier has a philosophy of partnering with strong management teams while leveraging its internal operating resources and network to build exceptional companies. Frazier has offices in Seattle, WA, and Menlo Park, CA, and invests broadly across the U.S., Canada, and Europe. For more information about Frazier Healthcare Partners, visit www.frazierhealthcare.com.

Amanda is a Senior Associate on Kohlberg’s ESG team where she focuses on portfolio company ESG strategy, operations, and value creation. Prior to joining Kohlberg, Amanda worked at the International Water Management Institute, an agricultural research organization focused on sustainable use of water and land resources in developing countries.

Amanda holds a M.Sc. in Sustainability Management from Columbia University and a B.A. in Biology from Princeton University.

Kohlberg is a leading U.S. middle market private equity firm based in Mount Kisco, New York. Over the firm’s 37-year history, the firm has organized 11 private equity vehicles totaling in aggregate over $14 billion. The firm invests in leading middle market businesses that are identified through its rigorous thematic research and the firm’s White Paper Program in its six core practice areas. For more information, please visit www.kohlberg.com

Shaun is a Principal on the Investment team at the Westly Group.

He handles the initial screening on new deals coming to the Westly Group and takes lead on the financial due diligence. In addition to investments, he leads the firm's ESG strategy and has published four annual reports. He also serves on the steering committee of VentureESG and Diversity VC and has co-authored two term sheet clauses: Environmental Term Sheet & DEI Term Sheet Clause.

Prior to joining the Westly Group, Shaun worked on Apple’s iPhone data analytics team and led the global iPhone forecasts. Shaun holds a BA degree in Economics and Gender Studies from Harvard University. He remains active with the university serving on a climate working group to support their newly formed Salata Institute for Climate and Sustainability.

The Westly Group, founded in 2007, is a climate focused venture firm that invests in leading startups focused on the digitization and sustainability of energy, mobility, buildings, industrial technology, and cybersecurity. They have raised four funds and have had nine companies go public including Tesla Motors, Sentinel One, Procore, and Luminar.

Verity Chegar was appointed to the International Sustainability Standards Board (ISSB) in June 2022. Prior to the ISSB, Ms Chegar held a variety of ESG investment leadership positions. Most recently, she led the California State Teachers’ Retirement System’s (CalSTRS) policy on sustainable investment and stewardship issues and managed the pension fund’s work to reach its net zero ambition. Previously, Ms Chegar worked at BlackRock, where she oversaw ESG integration into the investment process across the firm’s global portfolio management group of public and private investment teams and advanced the consideration of material environmental and social issues for engagement and proxy voting teams. Ms Chegar was appointed as an inaugural member of the SASB Standards Board from 2017 and served as Co-Vice Chair from 2018 to 2022. She holds a Bachelor’s degree from Mount Holyoke College.

Jeff Cohen has management responsibility for the incorporation of environmental, social and governance (ESG) matters within the firm’s investment processes as well as other sustainability initiatives at Oak Hill Advisors (OHA). Mr. Cohen is a member of OHA’s ESG committee, risk committee and a member of OHA’s Diversity, Equity & Inclusion Council. He is also Chair of the Executive Committee of the ESG Integrated Disclosure Project and member of the PRI’s Private Debt Advisory Committee. Prior to joining OHA, he was the Director of Capital Markets Integration and Head of Private Investments Initiatives at the Sustainability Accounting Standards Board Foundation (SASB). In this capacity, Mr. Cohen advised alternative investors on the development and integration of ESG factors into various phases of the investment process. He started his career in the Global Markets division at Deutsche Bank. Mr. Cohen earned an M.B.A. from the Georgetown University McDonough School of Business and a B.B.A from the University of Michigan’s Ross School of Business. Additionally, he has earned the Chartered Alternative Investment Analyst designation and is a Fundamentals of Sustainability Accounting Credential holder.

Oak Hill Advisors is a leading alternatives investment firm specializing in private credit, distressed credit, structured credit, real assets, special situations, leveraged loans and high yield bonds. OHA manages $63 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates.

Elizabeth is a Vice President at Angeles Operations Group. She is responsible for the evaluation and due diligence of new investment opportunities, driving post-close transformation, and providing oversight across portfolio investments.
Prior to joining Angeles Operations Group in 2023, Elizabeth was a Project Leader at Boston Consulting Group, where she focused on due diligence of private equity investments and growth strategy projects for a broad range of companies. Elizabeth began her career in the securities division of Goldman Sachs in the Mortgage-Backed Securities / Securitized Product Group. Elizabeth earned a B.A. in Economics from Columbia University and a M.B.A. from Harvard Business School.

Angeles Equity Partners, LLC is a specialist lower middle-market private equity investment firm with a consistent approach that seeks to transform underperforming industrial businesses. The Angeles skill set drives the firm's investment philosophy and, in its view, can help businesses reach their full potential.

Kunal Doshi is currently the Chief Investment Officer at Accelerate. He focuses on investing in fund managers and entrepreneurs scaling technological innovations combating climate change.

Formerly he worked at Capricorn Investment Group conducting diligence, evaluating investments, and providing assistance to existing portfolio companies. He acted as a Board Observer for select technology-impact venture and growth investments currently valued at ~$3.5 billion. Some of Capricorn's past and current investments include Form Energy, Got It, Joby Aviation (NYSE: JOBY), Pagatech, Planet (NYSE: PL), Saildrone, SpaceX, Tesla Motors (NASDAQ: TSLA) and QuantumScape (NYSE:QS).

Prior to Capricorn, Kunal was an Associate at Greentech Capital Advisors, an Investment Bank acquired by Nomura, where he focused on projects in the energy and sustainability sector. He began his career as an Investment Banking Analyst within Citigroup’s Mergers & Acquisitions team. During his tenure at Greentech and Citigroup, he successfully raised over $1 billion in capital for companies and funds.

Kunal earned his Master's Degree at the Stanford Graduate School of Business and his Bachelor’s Degree from the McIntire School of Commerce at The University of Virginia.

Accelerate Investment Group is a sustainable asset manager with offices in London and Palo Alto. Accelerate’s investment approach is based on our conviction that sustainability risks and opportunities directly affect long-term business profitability. We believe in a future where all investing is sustainable investing. As a community of independent investors and thinkers who share a commitment for excellence we strive to deliver superior risk-adjusted returns by accelerating the global transition to a sustainable future.

Nitesh is a global strategy and master designer of ESG/Sustainability projects and programmes in Public-Private-Philanthropic Partnerships. He is the CEO/Founder of 2POD Ventures, a boutique firm that implements sustainable and regenerative solutions in climate risk mitigation/adaptation, supply chain, business continuity and corporate governance across agriculture, finance, mining, automotive and technology sectors.

As a sustainability practitioner and former trade diplomat Nitesh has 25+ years of experience working in South Africa, China, and the US. He has been driving global strategy, risk management, market access, change management and business integration. He previously served as a Partner with ERM (Environmental Resources Management), and worked with clients on materiality assessments, global reporting and ESG rating & ranking projects.

Nitesh has also worked in finance (Real Estate Investment Trusts – REITS) and SBA loans, food and beverage, and water/water-reuse stewardship. Nitesh is passionate about social impact, has an MBA from Henley Business School, University of Reading (UK), MA (International Relations) (South Africa), BA (Public Management) (South Africa) and speaks Mandarin Chinese.

2POD Ventures is a boutique firm that implements sustainable and regenerative solutions in climate risk mitigation/adaptation, supply chain, business continuity and corporate governance across agriculture, finance, mining, automotive and technology sectors. We partner with organizations and individuals to map their sustainability journey to achieve their purpose, people, planet and profit objectives. Our mission is to empower and guide public and private organisations in implementing their Environmental, Social and Governance (ESG) ambitions with the UN Sustainable Development Goals (SDGs) and other leading frameworks.

Some current projects include aligning corporate strategy with corporates sustainability strategy, supply chain mapping between farmers and retailers, and climate finance initaitives. Other projects include:
• ESG & UN SDGs Evaluation, Orientation and Implementation - Focus on corprate and sustainability alignment
• Business with Purpose and Values - Focus on materiality and double materiality
• Mapping the UN SDGs to susiness strategy - Focus on ESG rating & ranking gap assessments
• Developing an ESG/SDG plan and roadmap - Focus on understanding regulatory and compliance commitments
• Developing/implementing a sustainability integration and communication culture
• Developing/implementing sustainability in your supply chain - Focus on transparency and collaboration

Peter Dunbar is a member of the Responsible Investing team at StepStone, focusing on ESG integration across asset classes and investment strategies.

Prior to joining StepStone, he was Head of Private Equity at the UN-supported Principles for Responsible Investment (PRI), where he led the PRI’s work on private equity and venture capital.

Previously, he was a Senior Manager at Capital Group, working in its emerging markets private equity business, focusing on ESG and investor relations.

Peter received a BSc in Human and Physical Geography from the University of Reading.
StepStone Group
StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory, data and administrative services to its clients. As of June 30, 2023, StepStone was responsible for approximately $640 billion of total capital, including $143 billion of assets under management. StepStone’s clients include some of the world's largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private market portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

Shomik Dutta is the Co-Founder and Managing Partner of Overture Climate VC. He leverages 20 years of diverse experience across venture capital, climate, and the Obama White House.

Prior to co-founding Overture, Shomik founded and ran Higher Ground Labs, an accelerator and venture fund that modernized the technology stack of the Democratic Party. Shomik began his career as a longtime aide to President Obama, serving as Mid-Atlantic Finance Director to Obama for America '08 and later as a Special Assistant in the West Wing of the White House. He later served as an Advisor to the Chairman of the Federal Communication Commission. Shomik later shifted his work to climate, overseeing the development, planning, and financing of 500MW utility-scale solar projects across Asia and Sub-Saharan Africa.

He earned his MBA from Wharton Business School and his BA from Williams College. Shomik has served as a Technology Fellow at the Harvard Kennedy School and at the University of Chicago's Institute of Politics.

Karl Eidem is Head of Buyout at the Sixth Swedish National Pension Fund (AP6), where he is responsible for fund commitments and co-investments. Karl is a member of AP6’s management team and fund committee. He has spent his entire career in the investment universe, beginning at Goldman Sachs in 2000. He holds an MBA with distinction in finance from Northwestern University (Kellogg Graduate School of Management) and a Master’s Degree in Psychology from Stockholm University.

AP6 is a closed-end fund, part of the Swedish national pension system and invests solely in unlisted assets. The long-term strategic focus includes allocating towards buyout, venture/growth and secondary where sustainability has been integrated throughout the investment process and ownership phase.
AP6 managed SEK 70.7 billion as of year-end 2023.
https://www.ap6.se/en/

Saleh ElHattab is the Founder and CEO of Gravity, a carbon and energy management platform that enables PE firms and their portfolio companies to align sustainability programs with evergreen business priorities. With automated data collection and carbon reporting features and project management tools to identify and execute cost-effective energy efficiency projects, Gravity helps companies meet disclosure requirements, lower operating costs, and win new business.

Prior to founding Gravity, Saleh began creating software for the physical world at Salesforce (NYSE: CRM) as Head of Solution Architecture for Salesforce IoT, where he scaled the global pre- and post-sale technical services organization. Later, as a Director of Product at Samsara (NYSE: IOT), Saleh scaled their Fleet Safety product to a flagship offering and developed their Connected Sites product to expand into facilities and warehouses.

Gravity is an all-in-one carbon and energy management platform that aligns sustainability and business impact. Built with private equity in mind and a member of the EDCI, Gravity empowers PE firms to automate emissions reporting and implement energy efficiency projects that reduce costs across their portfolio. Portfolio companies benefit from the ease of use, ability to report to GPs and customers, and lowered emissions and energy costs. See why PE firms like MiddleGround Capital and New Mountain Capital are switching to Gravity to accelerate their carbon reporting and execute energy efficiency projects that increase returns at: www.gravityclimate.com/

Katie is an associate portfolio manager within the Sustainable Investment and Stewardship Strategies division of the California State Teachers’ Retirement System, the largest educator-only pension fund in the world. Katie is responsible for helping lead the sustainable private market portfolio to further CalSTRS’ mission of securing the financial future and sustaining the trust of California’s public school educators. She focuses through CalSTRS’ multi-asset class sustainable private mandate on climate solutions with demonstrable positive outcomes. CalSTRS has a strong commitment to long-term sustainability principles, as detailed in their annual Sustainability Report.

Prior to CalSTRS, Katie served as an investment principal at Walton Enterprises, the family office for the descendants of Sam and Helen Walton, where she was responsible for multi-asset class investment strategies in thematic areas of interest to the family, including climate and diversity, equity and inclusion. Prior to Walton Enterprises, she was senior manager of social investment and alternative finance at Pact and part of Morgan Stanley’s investment banking transportation group. She also spent four years working in West Africa with the United Nations World Food Programme and the European Union.

Katie earned a Bachelor of Arts in languages and linguistics from Georgetown University and a Master of Business Administration and Master of Arts in international studies from the Wharton School and Lauder Institute at the University of Pennsylvania.

The California State Teachers’ Retirement System is the largest educator-only public pension fund in the world with assets totaling approximately $336.2 billion as of March 31, 2024. As a global financial services institution and California state agency, CalSTRS’ organizational culture emphasizes customer service, leadership and respect. CalSTRS provides retirement, disability and survivor benefits to California’s more than 1 million public school educators and their beneficiaries.

Alison Fenton-Willock joined KKR in 2021 and is a Director on the Public Affairs team, where she helps implement the firm’s environmental, social, and governance (ESG) work across its investment portfolio, particularly in Private Equity, and with respect to workforce and board governance matters across asset classes. Prior to joining KKR, she was a senior vice president and global head of ESG at Blackstone where she led the firm’s overall approach to ESG across its businesses. Ms. Fenton-Willock spent her career in alternative investments in audit, compliance and legal roles before focusing on sustainability. She earned a J.D. from NYU School of Law where she was a Staff Editor of the NYU Journal of Law and Business, and a B.B.A. magna cum laude from Baruch College.

Zomo Fisher joined H&F as Head of Sustainability in 2022. He leads H&F’s strategy on ESG and sustainability and is passionate about helping companies do business better while delivering value. Zomo has over 17 years’ experience advising corporates on sustainability across various sectors including energy, consumer goods, technology, and finance. He also really loves travelling to far away places, making cocktails, cooking, and swimming. He recently relocated to San Francisco with his family.

Hellman & Friedman is a leading private equity firm with a distinctive investment philosophy and focused approach targeting large-scale equity investments in companies in select sectors. Hellman & Friedman leverages its deep sector expertise to help companies realize their growth potential. Founded in 1984, the firm is headquartered in San Francisco with offices in New York and London.

Jennifer Flood, Sustainability Vice President. Jennifer joined Investindustrial’s Investor Relations team in 2014 and has been managing all ESG issues at both the Firm and portfolio company level since 2016. Jennifer majored in Business and has an MBA from INSEAD. In 2021 she obtained a Sustainability Certificate from NYU Stern School of Business.

Investindustrial is a leading European group of independently managed investment, holding and advisory companies with €11 billion of raised fund capital. With ESG principles deeply embedded into the Firm’s core approach, Investindustrial has more than 30-year history of providing mid-market companies capital, industrial expertise, operational focus and global platforms to accelerate sustainable value creation and international expansion.

Investindustrial

Investindustrial is a leading European investment group with €13 billion of raised fund capital. For more than 30 years, it has been providing mid-market companies with capital, industrial expertise, operational focus and global platforms to accelerate sustainable value creation and international expansion. With long-term sustainability deeply embedded into the Firm’s core approach, its mission is to actively contribute to the development of the companies in which it invests, by creating growth opportunities and offering global support through its offices in London, Lugano, Luxembourg, Madrid, New York, Paris and Shanghai. Investindustrial has been a B Corp certified company since 2020, carbon neutral as a firm since 2009 and for its shareholding in its portfolio companies since 2015. In its 2022 Annual Review & Sustainability Report, Investindustrial published its 2030 Sustainability Strategy.

Anna Follér is Head of Sustainability at the Sixth Swedish National Pension Fund (AP6). She joined AP6 in 2014.
Anna is responsible for leading and developing the sustainability programme of AP6. She heads the sustainability team which supports the organisation in integrating ESG factors into the investment and ownership process. Anna is a member of AP6’s management team and fund committee. She is also chair of the PRI Private Equity Advisory Committee.
Prior to joining AP6, Anna spent nine years with responsible investment consultancy Ethix SRI Advisors, today part of ISS ESG, where she held several roles including senior analyst, client manager and chief operating officer. Anna holds an E.MA. in Human Rights and Democratisation from the EIUC and a Master’s degree in Political Science from Uppsala University.

The Sixth Swedish National Pension Fund (AP6)

AP6 is a closed-end fund, part of the Swedish national pension system and invests solely in unlisted assets. The long-term strategic focus includes allocating towards Private Equity through buyout, venture, growth and secondary investments where sustainability has been fully integrated throughout the investment process and ownership phase. Buyout allocations are a combination of fund commitments and co-investments. Venture, growth and secondary allocations are made through fund commitments. As at year-end 2021 the Fund’s net assets amounted to SEK 67 billion. https://www.ap6.se/en/

Amy is co-founder and Managing General Partner of Buoyant Ventures, a female-owned venture fund in Chicago with $81M AUM that invests in digital climate. Amy previously founded and led Energize Ventures, and she co-founded and served as CEO of technology accelerator Evergreen Climate Innovations (formerly Clean Energy Trust,) which has invested in over 45 early-stage clean energy companies across the Midwestern US.

In 2020 Crain’s recognized her for the third time as one of Chicago’s Top 50 Technology Leaders. Amy is a regular lecturer at Northwestern University and the University of Chicago. She has a BA from Stanford University.

Buoyant Ventures is an $81M AUM female-led venture fund founded by Amy Francetic and Allison Myers that invests in digital climate solutions. Buoyant invests in seed and series A startups leveraging software and simple hardware across a variety of industries including energy, mobility, food and agriculture, built environment and the circular economy. The firm is headquartered in Chicago. Some of the notable investors include Microsoft, Bank of America, Xcel Energy, NiSource, and the State of Illinois.

Lindsay leads ESG for Permira in the US. She is responsible for integrating ESG strategy and approach in the US, working with investment teams and engaging with Permira’s portfolio companies. Prior to joining Permira, Lindsay worked for Blackstone, helping to establish their ESG policy, strategy, and program. Prior to that she was with Domini Impact Investments, a listed equities investor, in their research team.

Permira is a global investment firm that backs successful businesses with growth ambitions. Founded in 1985, the firm advises funds with total committed capital of €80bn+ and makes long-term majority and minority investments across two core asset classes, private equity and credit. The Permira private equity funds have made approximately 300 private equity investments in four key sectors: Technology, Consumer, Healthcare and Services. Permira employs over 500 people in 15 offices across Europe, the United States and Asia.

Bill Glenn is Crenshaw’s Executive Chairman. He is active in guiding the firm’s long-term vision for growth and serving as a mentor to the firm’s most senior clients, sharing knowledge gained as a CEO, President, and public Director. Bill is particularly engaged with CEOs, CHROs, and Directors on matters that involve the intersection of talent, corporate strategy, and execution.

Prior to Crenshaw, Bill was the CEO of American Express’ $2B Global Business Travel unit, the world’s largest corporate travel management company operating in 140 countries around the globe. Bill led the development of the investment thesis and the $2B spin-off as a stand-alone, PE-owned entity.

Before, Bill was President of the $5B Commercial Services business and an Executive Officer at Amex. He identified operating synergies between the Global Corporate Payments and Global Business Travel divisions and created a disruptive new business model that capitalized on rapidly evolving technology trends in business travel.

Earlier, Bill served as President of American Express’ $3.7B Global Merchant Services division, where he created an information and predictive analytics function during the nascent stages of big data. His work there led to innovative new data products that contributed to improved operating margins and penetration into new markets. Before that, Bill spent several years as a President and in operations, and marketing leadership roles at PepsiCo. He started his career in Sales at Procter & Gamble

For over 40 years, Crenshaw has focused on leadership excellence for Boards, senior executives, and their teams across industries in Fortune 500 and PE portfolio companies. Our processes address the volume, velocity, and complexity of challenges that require executives to lead with agility, resilience, and authenticity. Our engagements are led by advisors who are former operating executives themselves and are thus keenly aware of current organizational, people, and business challenges. We incorporate data into our insights and emphasize scaling leadership for accelerated performance and outpaced business results.

Mark Green serves as a Senior Responsible Investment Manager for the Principles for Responsible Investment, working with PRI signatories and other stakeholders in the responsible investment ecosystem in the Western Region of the U.S. His primary responsibility is helping asset owners, investment managers, and service providers incorporate responsible investment into investment decisions and capital allocation in the financial markets.

Prior to PRI, Mark spent a 30-year career in the investment management industry serving in various roles as analyst, portfolio manager and Chief Investment Officer. He has been involved in responsible investment since the 1990s. Mark is a CFA Charterholder.

Jacob Haar co-founded Community Investment Management and serves as its Managing Partner and Chief Investment Officer. Mr. Haar is based out of San Francisco and focuses on leading the firm's investment activities and setting its strategic direction. He currently serves on the Executive Board of the Responsible Business Lending Coalition and on the Board of Directors for Impact Capital Managers. Previously, he co-founded Minlam Asset Management, an investment advisor which launched and managed Minlam Microfinance Fund, the first global investment fund focused on providing local currency debt investment to micro, small, and medium enterprise lenders in emerging markets, which was acquired in 2012). Mr. Haar oversaw Minlam's transition to the MicroVest GMG platform and served as a Partner of the acquirer, GMG Investment Advisors, until founding CIM to focus on the United States small business market in 2013. He began his career in global financial inclusion working in Azerbaijan for Save the Children USA's microfinance institution. Mr. Haar graduated Phi Beta Kappa with a B.A. from the University of Chicago, is a Fulbright Scholar, and received a M.A. from the University of Chicago's Center for Middle Eastern Studies.

Community Investment Management (CIM) is an institutional impact investment manager that provides strategic debt capital to demonstrate and scale responsible innovation in lending for underserved communities. CIM's capital seeks to advance financial inclusion, promotes economic development, and drives widespread adoption of such responsible innovation by the financial mainstream.

Bruce Hao is a Managing Director for Builders Asset Management, the asset management team of Builders Vision. He leads strategic initiatives and investments spanning the energy transition value chain — from clean tech innovation to grid modernization to renewable asset deployment at scale – and oversees Builders Asset Management’s portfolio analytics efforts. Bruce also collaborates closely with colleagues at Builders Vision and throughout the industry to identify strategies for advancing the energy transition and other climate initiatives beyond investing.
Previously, Bruce was a Senior Product Manager at Intuit’s Capital and Payments businesses and, as an early Capital team member, helped to rapidly scale the business unit. Prior to that, Bruce worked at Capricorn Investment Group, a large family office and leader in renewable energy and climate investing. He joined Capricorn as an Investment Associate and was later promoted to Senior Director of Analytics.
Bruce earned a bachelor’s degree in business administration from the Haas School of Business at the University of California, Berkeley, and a master’s degree in business administration as a Palmer Scholar from The Wharton School at the University of Pennsylvania.

Builders Vision is an impact platform founded by Lukas Walton, a third-generation Walmart heir, that is dedicated to supporting people and organizations that are building a more humane and healthy planet through philanthropy, investment, and advocacy.

The platform aims to shift markets and minds for good by offering a range of tools across the capital spectrum – including grants, direct investments, and fund investments – to help seed and scale sustainable solutions that support the climate transition in three interconnected sectors: Oceans, Food & Agriculture, and Energy. For more information, visit www.buildersvision.com.

David Hood is Senior Real Assets Strategist at Sonen Capital where he focuses on the firm’s private markets investment activities, with an emphasis on real assets portfolio strategies. He has over 40 years of private markets investment experience with a deep knowledge in creating and managing institutional real estate and real assets portfolios.

Prior to joining Sonen, Dave was a Managing Director at Stanford Management Company, where he oversaw the overall investment portfolio for $9B in AUM in real estate, private equity and natural resources investments for the Stanford University endowment. The investments were global in scope and included investments in public and private funds, direct asset investments and operating companies and tactical overlays.

Before joining Stanford, Dave held senior partnership roles for a number of institutional real estate investment entities. Among those, Dave was one of the founding partners at Lone Star Opportunity Fund (and its predecessor, Brazos Fund, a Robert M Bass sponsored entity), where he held various responsibilities for over $4 billion in commercial mortgage and real estate asset portfolios. In addition, he was a senior partner at various real estate investment firms including Trammell Crow, Hillman Properties and Barker Interests, among others.

He holds a B.A. from Stanford University and an M.B.A. from Harvard Business School.

Sonen Capital is a dedicated impact investment management firm. Our name is derived from Social and Environmental investing, and reflects our values and our conviction that investing to generate financial returns and lasting social and environmental impact are not only compatible, but also mutually reinforcing objectives.

With over five decades of combined sustainable investing learning and experience, Sonen team members are field builders dedicated to helping mobilize financial assets to help meet large-scale global challenges. This deep experience serves not only to inform and improve our knowledge and understanding of this evolving area, but it also enhances our ability to deliver to our clients increasingly more sophisticated and holistic impact investing solutions.

Mary Beth Houlihan is an environmental, social, and governance (ESG) and impact partner in the New York office of Kirkland & Ellis LLP. Her practice focuses on advising clients with respect to complex and dynamic ESG issues, including legal and regulatory compliance considerations, investor demands, and voluntary reporting frameworks.

Mary Beth is the go-to ESG counsel for numerous asset managers, providing them with advice on their firm-wide ESG policies and programs, commitments and disclosures, fund-level ESG strategies and communications, investor negotiations, and ESG-regulatory compliance and enforcement. This includes both public and private asset managers, with a particular focus on energy, infrastructure and real-estate strategies.

Ms. Huang is a Principal in the Ares Environmental, Social and Governance Group. Prior to joining Ares in 2023, Ms. Huang was a Managing Director at BlackRock, where she was the Global Head of Sustainable and Transition Product Integrity. She was also formerly the Head of Americas Sustainable Investing Solutions and a founding member of the BlackRock Sustainable Investing Team. Previously, Ms. Huang was a Senior Product Manager at Invesco, where she covered the firm's emerging markets debt and high yield strategies. Ms. Huang holds a B.S.E. from the Massachusetts Institute of Technology in Mechanical Engineering. She is a CFA® charterholder and a member of the CFA Society of San Francisco.
Company profile (similar length)
Ares Management Corporation (NYSE:ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2023, Ares Management Corporation's global platform had approximately $419 billion of assets under management with approximately 2,850 employees operating across North America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

Michael Huerta is an energy entrepreneur and the CEO/co-founder of PearlX Infrastructure. With a deep background in infrastructure finance and development, he has made notable contributions to the industry.

Previously, Huerta pioneered the storage investing platform at Generate Capital. He has extensive experience managing investments and operations for multi-family offices. Huerta’s career began at Lehman Brothers after graduating from Johns Hopkins University with dual degrees in mathematical engineering and political science. Huerta believes financial innovation and infrastructure deployment serve as the cornerstone for future-proofing society.

Founded in 2019, PearlX invests capital in multi-family real estate energy rights and infrastructure to produce,store, and distribute electricity. With ownership from Antin Infrastructure Partners and Lombard Odier Investment Managers, our expertise spans Energy Capital, Multifamily Real Estate, Engineering & Development, and Asset Management. Our mission is to empower multifamily property owners to maximize their financial potential by providing comprehensive, end-to-end solutions for energy infrastructure development. We handle every aspect of transforming properties into more profitable assets through our innovative Capital for Energy™ solutions, ensuring seamless planning, financing, installation, and ongoing maintenance of solar energy systems. As trusted financial partners, we navigate regulatory complexities to unlock the full value of electrified properties, enabling property owners to increase profitability and long-term property value with non-diluted capital.

Cynthia Jaggi is a Partner at Climate Adaptive Infrastructure (CAI). Cynthia leads CAI’s Climate Screening and Responsible Investment Program. CAI pioneered this unique and market-tested approach to real assets investing by screening investments for climate impacts, while identifying potential risks and opportunities driven by the accelerating climate crisis. The system is based on CAI’s belief that infrastructure must be designed to withstand climate challenges, including extreme weather and resource scarcity.

CAI’s climate screening evaluates and scores the physical, policy and political risks (the “triple threat risks”) potentially impacting an asset. CAI then selects, finances, constructs and manages its investments using these climate screens and metrics with the objective of enhancing investment returns and reducing carbon emissions.

Cynthia’s role also includes collaborating with CAI's portfolio companies as they implement their low-carbon and sustainable water strategies and identifying investment opportunities in the transition to a low-carbon economy.

Established in 2019, Climate Adaptive Infrastructure (CAI) finances sustainable infrastructure projects designed to address the critical challenge of decarbonizing our energy, water, and urban infrastructure. The firm seeks investments across core infrastructure assets that improve the sustainability and quality of life for the world’s large and growing population. CAI selects, finances, constructs and manages its investments using climate screens and metrics designed to enhance investment returns and reduce carbon emissions. For more information, please visit: www.climateadaptiveinfra.com.

Angela leads Sustainability Integration for EQT's Private Capital business line. Her role is to drive sustainability value creation through the investment lifecycle by supporting ESG due diligence, elevating sustainability understanding at the management team and portfolio company level and working with the deal teams to drive adoption and measurable outcomes.

In her previous role, Angela was a member of Grant Thornton's ESG Leadership team where she played a key role in designing and standing up the advisory function which focused on ESG integration through implementation and sustainability strategy setting. Prior to Grant Thornton, Angela spent almost a decade at Accenture Strategy, supporting clients in realizing sustainability value through growth and efficiency levers. Her experience spans many industries including private equity, asset management, healthcare, software, technology, professional services, real estate, consumer goods and energy/infrastructure in both the UK and United States, as well as international bodies such as the World Economic Forum, World Bank and United Nations. Angela graduated from Columbia University, in the School of International Public Affairs for a Masters in Public Administration in New York City.

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT today has EUR 113 billion in fee-generating assets under management, within two business segments – Private Capital and Real Assets.

With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does.

The EQT AB Group comprises EQT AB (publ) and its direct and indirect subsidiaries, which include general partners and fund managers of EQT funds as well as entities advising EQT funds. EQT has offices in 24 countries across Europe, Asia and the Americas and has close to 1,800 employees.

As a Managing Director and Co-Head of North Sky's impact secondaries strategy, Tom’s responsibilities include sourcing and evaluating new investment opportunities, as well as monitoring and valuing the firm’s existing portfolio. He also assists in North Sky’s investor reporting, marketing, and market research activities. Previously, Tom served in a variety of positions at North Sky and Piper Sandler. Tom graduated Phi Beta Kappa with a bachelor’s degree in financial economics from Gustavus Adolphus College.

North Sky Capital is a pioneer in impact investing. Now in its 24th year, North Sky has deployed more than $1.4 billion across 140+ impact investments on behalf of its various impact funds. The firm has two flagship investment strategies: impact secondaries (private equity) and sustainable infrastructure. Both strategies support positive environmental and social impact while targeting market rate investment returns. North Sky has been an active impact investor since the beginning of the modern era of private markets impact investing in 2005. For more information, visit northskycapital.com. For more information, visit northskycapital.com.

Matt Kaczmarek, Managing Director, is Global Head of Sustainable Private Debt Investing and Head of the Los Angeles office at BlackRock. His team delivers innovative sustainable investing strategies, market-leading ESG integration, and tech-enabled ESG data and reporting to support $16 billion in sustainability-oriented private debt assets under management. Matt is also global chair of the firm’s Out & Allies LGBTQ+ employee network. Previously Matt held senior economic policy appointments in the Obama Administration at the White House and Departments of State and the Treasury. He received his BA from UCLA and MA from the Johns Hopkins University School of Advanced International Studies (SAIS), where he was editor-in-chief of the SAIS Review of International Affairs. He is a member of the Pacific Council on International Policy and the Council on Foreign Relations.

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

Chris Kauffman is a partner at General Catalyst, a venture capital firm that partners with founders from seed through growth stages and beyond to build companies that withstand the test of time. At GC, Chris focuses on investments in late(r)-stage enterprise and artificial intelligence companies, including Modular, Adept, Luma AI, and SonarSource . He is based in San Francisco.

Prior to joining GC, Chris was the Vice President of Finance at Ruggable LLC, where he focused on e-commerce. Previously, he was a Vice President in the Frontier Technologies sector at SoftBank Investment Advisers (SoftBank Vision Fund) and an Associate at Golden Gate Capital. He started his career with Bain & Company.

Chris received his BSc Business in finance and psychology from Indiana University, Kelley School of Business. Away from the office, Chris can be found outdoors - either cycling or mountaineering - and in the local music scene. As a former drummer and bassist, he also actively supports local musicians in advancing their careers.

General Catalyst is a venture capital firm that invests in powerful, positive change that endures — for our entrepreneurs, our investors, our people, and society. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond to build companies that withstand the test of time. With offices in San Francisco, New York City, London, Berlin and Boston, the firm has helped support the growth of businesses such as: Airbnb, Deliveroo, Guild, Gusto, Hubspot, Illumio, Lemonade, Livongo, Oscar, Samsara, Snap, Stripe, and Warby Parker. For more: www.generalcatalyst.com.

Daryl is a Vice President at IPI Partners where she leads IPI's external stakeholder engagement on ESG issues. Prior to joining IPI Partners, Daryl led sustainability strategy and investor relations at Piva Capital in San Francisco and previously served as the Sustainable and Responsible Investment Policy Adviser at The Investment Association in London, where she led significant policy developments in sustainable investment. Daryl brings her experience in sustainable finance, environmental science, and climate technology to the forefront of sustainable investment strategies. She holds a Bachelor of Science degree in Sustainable Development from the University of St. Andrews.

IPI Partners is a global investment platform focused on the essential infrastructure of the data economy. Supporting the world’s leading technology companies, IPI holds one of the world’s largest private digital infrastructure portfolios focused on the hyperscale and enterprise markets in North America, Europe and Asia. A joint venture of ICONIQ Capital and Iron Point Partners, IPI leverages the combined leadership, strategic experience, and visionary global network of its sponsoring firms.

Colin is the Director of the Investment Group at Temasek, based in San Francisco. He currently leads the U.S.-based team focusing on equity opportunities in the climate, energy, industrials, and mobility sectors. Colin also spearheaded the venture-building effort for Climate Impact X, a global marketplace and exchange for quality carbon credits. He initially joined Temasek's Singapore headquarters in 2016.

Prior to joining Temasek, Colin was an investment banker at J.P. Morgan in New York and Hong Kong for seven years. He started his career as a credit analyst at Goldman Sachs in Hong Kong.

Colin serves as a board observer for select Temasek portfolio companies, including Ascend Elements and Electric Hydrogen.

He earned a Bachelor of Business Administration from Seoul National University in Seoul, Korea.

Deborah La Franchi is the founder and CEO of SDS Capital Group — a national leader in impact investing with over $1 billion in assets under management. Each impact fund on SDS’s platform serves a different geography and employs a unique investment strategy, but they all generate positive impacts for low-income communities and people. Each fund either targets a risk-adjusted rate-of-return or provides capital at a below-market cost. The foundation supporting each fund is an expert team and proven strategies and systems that maximize SDS’s ability to protect and enhance the performance of investors’ capital. Ms. La Franchi leads the structuring of each fund’s investment strategy, spearheads fundraising, oversees the senior managers of each fund and division, and participates on each fund’s investment committee. Under her leadership, SDS has been listed for seven consecutive years on ImpactAssets 50 (IA 50) list, which recognizes the leading impact fund managers in the world.

Outside of her work with SDS, Ms. La Franchi is the founder and board chair of Sustainable Communities Fund, which provides capital for small and micro loans to low-income and diverse entrepreneurs. She co-authored the DBL (Double Bottom Line) Handbook sponsored by the Ford Foundation and speaks regularly at investment and impact conferences. Before founding SDS, she served as Los Angeles Mayor Richard Riordan’s Assistant Deputy Mayor for Economic Development; she then went on to serve as the first CEO of Genesis LA, which launched the Genesis Family of Funds. She is a former director for Big Brothers and Big Sisters of Greater L.A. and Secretary and Director of the National New Market Tax Credit Coalition. She also served as a member of Los Angeles Mayor Karen Bass’ transition team after she was elected to the office in 2022.

Ms. La Franchi earned a BA in Political Science and History from UCLA, an MBA from UCLA, and an MPP from Georgetown University. She also holds a Series 65 license.

Adrienne Lindgren joined LACI in January 2024 as the Senior Vice President of Unlocking Innovation. In this role, she is responsible for incubation and investment services, overseeing the development, delivery, and execution of LACI's founder-facing programs, in addition to the administration of LACI's in-house investments team. A dynamic professional with a mix of skills and expertise spanning policy analysis, project finance, partnerships, and go-to-market strategies, she brings demonstrable success in industries including zero-emissions transportation, sustainable aviation tech, consulting, banking, and municipal government. Adrienne's proven ability to plan and execute value creation strategies in the context of complex multi-disciplinary projects, while gaining consensus and alignment across diverse stakeholders, provides her with a unique ability to navigate the ambiguity of alternative financing strategies and emerging technologies. Prior to joining the team at LACI, she held key positions at Hyundai Motor Group, WSP USA, the City of Los Angeles, and Goldman Sachs. She is a graduate of London Business School (Ex. Ed. - Project Finance), the University of Southern California (M.A. - Urban Planning), and Scripps College (B.A. - Political Economy).

The Los Angeles Cleantech Incubator (LACI) was founded in 2011 and is the City of Los Angeles’ official cleantech business incubator established to accelerate the commercialization of clean technology and job creation in the Los Angeles region. Featuring a unique public-private partnership model, LACI is a collaboration between the City of Los Angeles, the Los Angeles Department of Water and Power (LADWP), and the private 501c(3) that LACI operates under. LACI’s mission is to create an inclusive green economy by unlocking innovation, transforming markets, and enhancing communities. LACI supports the cleantech ecosystem by providing market access to the rich landscape of both governmental and commercial opportunities in Southern California, leveraging its expansive network of partners, engaging pilot projects and in-market deployments, and delivering its core business support services through founder-facing programs and in-house investment vehicles. In addition to its Impact Funds (equity), which is available to LACI portcos, LACI maintains a first-of-its-kind revolving Loan Fund, the LACI Debt Fund, as well as a first-of-its-kind equity earnback framework. The LACI Capital Stack empowers underrepresented founders by providing essential funding, addressing disparities in venture capital, and promoting sustainable growth in climate solutions.

Michael Littenberg is a senior partner at Ropes & Gray, based in the New York office. Michael is the global head of the firm’s ESG, CSR and Business and Human Rights practice. He has more than 30 years of experience in these areas. Michael advises a significant number of leading companies, asset managers, asset owners and trade associations on ESG, CSR and business and human rights matters. He also publishes and speaks extensively on these topics and is included on numerous top practitioner lists.

Ropes & Gray is a leading global law firm with offices in New York, Boston, Chicago, San Francisco, Washington, D.C., Silicon Valley, Los Angeles, London, Dublin, Hong Kong, Shanghai, Tokyo and Seoul. We represent interests across a broad spectrum of industries and businesses and have market-leading positions in, among others, mergers & acquisitions, private equity, health care and life sciences, finance, special situations, retail and consumer brands, intellectual property, investment management, private investment funds, privacy & data security, litigation, government enforcement and tax.

Client by client, we have built a reputation for high-quality work, a pragmatic approach, and the highest standards of service and ethics.

Rhys Marsh is a Portfolio Manager of the LOIM Sustainable Private Credit Strategy focused on providing senior secured loans to climate solutions. Before joining LOIM, Rhys was Managing Director and head of origination for the Avenue Sustainable Solutions Fund. Rhys has extensive experience in developing sustainable private credit platforms and solutions-based origination, including leading the formation of a renewables and distributed generation project finance lending platform at CIT Group Inc. Previously, Rhys assisted in the investment activities of the credit desk at LibertyView Capital, a Lehman Brothers-owned hedge fund, and began his career at Citigroup focused on corporate lending in the tech, media & telecom sectors. Rhys earned a B.A. in Political Science, cum laude, from Duke University (2005).

Lombard Odier Asset Management

Lombard Odier Investment Managers (LOIM) is the asset management division of Lombard Odier Group, the 227-year-old independently owned Swiss private bank with offices across 18 countries. LOIM currently manages USD 66 billion (June 2022) in equity, fixed income, and alternative assets for institutions and private clients across the globe. In 2019, LOIM received a B-Corp certification from leading non-profit B-Lab, in recognition of its corporate sustainability practices.

Daniel Matross is Global Head of Research at CREO, where he leads a team developing market insights to catalyze capital into climate solutions. During the last seven years, Dan has built CREO’s research and deal platforms from the ground up, publishing over seventy papers and serving thousands of investors. With expertise in energy and climate, he brings 20+ years of experience that spans government, consulting, investment, and academic research environments. He has credibly advised stakeholders ranging from high net-worth families to elected officials to CEOs across North America and Europe and written on topics ranging from climate finance, private equity deals, and hard technology. Equally comfortable with scientific literature and financial analysis, Dan is talented at making highly technical concepts accessible to a broad cross-section of audiences.

Dan holds a Ph.D. in atmospheric science from Harvard University, and a B.S. in chemistry from Stanford University.

Daniel McCann, founder, and CEO of Precision AI is passionate about shaping the future of global food security. He provides a unique perspective on how technology impacts our world. Mr. McCann is a three-time start-up founder and dynamic speaker with over 25 years of experience across diverse industries such as artificial intelligence, fintech, security, fast food, and agriculture. He holds 11 patents, is a 2024 Clean50 honoree, and a previous venture earned recognition in Peter Thiel's acclaimed book "Zero to One," an acknowledgment of his significant contributions to the tech landscape.

Precision AI is on a mission to accelerate artificial intelligence-based farming practices, creating healthier, happier, and more profitable farms. By leveraging custom-built AI technology in autonomous aerial systems, Precision AI refines crop production decisions from the whole field down to the individual plant level. Transforming an industry long dependent on bulkier technology, their solutions achieve greater precision and yield, ultimately bringing fresh, nutritious food to tables everywhere. With headquarters in North America, Precision AI is scaling rapidly with an elite team dedicated to solving agricultural challenges for farms around the world.

Val Miftakhov, ZeroAvia Founder and CEO, is a serial cleantech entrepreneur who knows how to scale technology for use by existing transportation industries. Under Val's leadership, ZeroAvia is helping to deliver a future of truly clean, guilt-free flight, with the company completing two world-first breakthrough flight demonstration programmes of its hydrogen-electric, zero-emission technology.

Val’s previous venture, eMotorWerks, developed smart vehicle-grid integration hardware and software, and was acquired in 2017. eMotorWerks’' JuiceBox Smart EV charging station is the best selling product in its category in the United States for the last 5 years.

Before eMotorWerks, Val held executive business strategy & operations positions at Google, McKinsey & Company, and Nielsen. He also launched and managed three startup companies, in all of which he held the CTO positions. Prior to his industry experience, Val was a high energy physics researcher at Stanford Linear Accelerator, a Department of Energy facility.

Val received his PhD in Physics from Princeton University and his MS in Physics from Moscow Institute of Physics and Technology. He was a two-time winner of the Nationwide Russian Physics Competitions. In whatever spare time he gets, Val tries to get good use out of his airplane and helicopter pilot licenses.

Shannon Miller co-founded Mainspring in 2010 and has led the company as CEO from inception through commercial launch. The company is now scaling, with products operating across the U.S. and strong partnerships with leading energy companies and utilities. A former National Science Foundation Fellow, Shannon collaborated with her co-founders at Stanford University to design and develop the early prototype that served as the foundation for Mainspring's linear generator technology. Shannon holds a B.S., M.S., and Ph.D. in mechanical engineering from Stanford. She was awarded the U.S. Department of Energy C3E Award 2022 in the Entrepreneurship category and named Energy Central “Champion in Innovation” in 2023 in recognition for her clean energy leadership.

Jennie Morawetz is the strategy and operations partner for Kirkland’s ESG & Impact practice, responsible for overseeing the day-to-day management of the practice to ensure it delivers on its promise of integrating cutting-edge legal counseling on ESG & impact into Kirkland’s top-tier transactional and litigation practices. Her responsibilities include tracking ESG market, legal, and regulatory trends (including leveraging data generated by Kirkland’s transactional practice), training, substantive client outreach on emerging legal and compliance issues, and development of innovative legal service offerings. Jennie also provides legal advice to clients on complex ESG and climate issues at all stages of the investment and operational life cycles. Clients value Jennie for her attention to detail, thoroughness, and ability to understand and clearly explain complex issues in a “big picture” way, while offering practical solutions that align with their business goals.

Prior to assuming her current role, Jennie was a partner in Kirkland’s Environmental practice, where she counseled clients in all areas of environmental law across a range of industries. She has provided environmental counseling to private equity and public company clients in hundreds of corporate transactions, worked with clients to identify and evaluate pending and proposed environmental regulatory changes that could impact their business decisions, helped clients assess and address potential environmental liability, including in connection with crisis events, and negotiated a number of complex environmental insurance policies. She has also developed approaches for integrating evaluation of climate change risk into the environmental due diligence process, particularly for transactions focused on energy and infrastructure assets, and is a thought leader on this topic as well as other ESG and environmental topics.

Kirkland & Ellis

For more than a century, Kirkland has been a steadfast partner to clients around the world in their most complex corporate, litigation, tax, intellectual property and restructuring matters. With each of our core practice groups ranked at the top of its industry, Kirkland is uniquely positioned to provide the highest-quality legal advice across disciplines — delivering tailored, seamless service and exceptional results to our clients and helping their businesses succeed. Kirkland’s Investment Funds Group addresses the legal, regulatory, tax and commercial challenges facing a diverse group of investment fund clients, ranging from some of the world’s largest alternative-asset managers and financial institutions to independent boutiques and first-time fund sponsors. As the largest, most active investment funds practice of any law firm in the world, we are uniquely positioned to provide sophisticated market intelligence and cutting-edge solutions to investment funds and their general partner sponsors in today’s market. We offer a deep regulatory bench with a wealth of global experience. Several of our attorneys have held senior, policy-making and enforcement positions in the key regulatory agencies governing the industry. This on-the-ground experience allows us to help clients implement customized, practical strategies. We also offer clients the security of a highly stable team with an extraordinarily low rate of turnover among our partners. This longevity of tenure allows us to create long-term partnerships with clients that endure throughout the life cycle of their fund.

Johan is an Operating Partner at Altamont Capital in California, a middle-market PE firm. He works with portfolio companies to create value and improve ESG. Prior to Altamont he worked in PE operations, helping improve portfolio companies. He has a background in management consulting and worked at the leadership team at Brooks Brothers, as well as industry roles at Procter & Gamble and Unilever. He is a Chemical Engineer.

Peter Nulsen is a managing director at Generate Capital in New York City and is responsible for its distributed generation investments. Peter joined Generate in 2015 and has led investments in fuel cells, microgrids, stationary energy storage and clean transportation assets. At Generate he has transacted on >$1.25 billion of sustainable infrastructure assets. Prior to Generate Peter worked in General Electric’s Energy business holding commercial finance roles in both the United States and the U.K. as well as in its Energy Finance Services group where he was investing in solar and energy storage assets. Prior to GE Peter worked for a solar energy developer where he supported project finance, project development and solar panel procurement while based in Shanghai, China. Peter has a BA in political economy from Georgetown University where he was recognized as a Baker Scholar.

Generate is a sustainable infrastructure investment and operating company. We finance, build, own and operate affordable and resilient resources to de-risk and accelerate the infrastructure transition. We provide flexible capital solutions and integrated services to the innovative technology providers and project developers who deploy the energy, waste, transportation, water, agriculture and smart cities solutions required to fight climate change. Generate and its technology partners offer infrastructure-as-a-service solutions to meet the decarbonization needs of businesses, schools, cities, and communities in Europe and North America. As a Public Benefit Corporation, we have a dual fiduciary obligation to our shareholders and to the communities we serve.

Ashim is Head of Sustainable Investing at Triton, a European mid-market buyout investor. Ashim and the ESG team focus on embedding sustainability across the full investment cycle - investor relations, sourcing investments catalysed by environmental and social themes, transitioning companies during ownership, and ultimately realising higher multiples at exit by bringing to market future-aligned, operationally de-risked businesses.

Before joining, Ashim was a Managing Director and Global Co-Head of ESG at HSBC Global Research, with a focus on climate and energy transition. Ashim also held related roles at Newton Investment Management, PIRC and Magnetar Capital, supplemented by early-career experience from government and an NGO.

Emily is the Chief Global Policy Officer & Associate General Counsel. She joined Persefoni from the U.S. SEC, where she served as Assistant Director in the Office of International Affairs. In this capacity, she worked with regulators around the world and advised the Commission on a variety of cross-border regulatory policy issues, including climate and sustainability disclosure. Prior to that, Pierce was in private practice at the law firm Debevoise & Plimpton LLP. She earned her J.D. from Yale Law School and received her undergraduate degree from the School of Public and International Affairs at Princeton University.

A respected investor, advisor and entrepreneur at the intersection of technology and sustainability, Brook Porter brings decades of energy, transportation and agriculture expertise as a founding partner of G2 Venture Partners. He has been on the boards of or managed G2 portfolio companies Proterra (PTRA), Shift (SFT), Luminar (LAZR), Scoop, Pivot Bio, Trove and Sheertex.

Previous to founding G2VP, Brook was a partner at Kleiner Perkins, where he led investments within their $1B Green Growth Fund. Brook invested in Turo, Farmers Edge (shares acquired), Uber (UBER), and DJI (shares acquired). He sat on additional boards and worked closely with numerous other portfolio companies as well while at Kleiner Perkins.

A serial entrepreneur, Brook co-founded two sustainable transportation companies prior to joining Kleiner Perkins: Intelligent Energy, a fuel cell technology company and Primafuel, a low-carbon fuels company. Brook’s roles in both companies ranged from R&D to leading engineering and operations to driving multiple financings for the company.

Brook holds a B.S. degree in chemical engineering from the University of California, Berkeley, with an emphasis in environmental technology. He is named on multiple U.S. and international patents in the field of renewable energy, and transportation.

Abbey Raish is a partner in the Los Angeles office of Kirkland & Ellis LLP and provides legal advice on ESG to public and private companies, financial institutions and private equity firms in connection with a variety of corporate and transactional matters. Her practice focuses specifically on ESG disclosures in SEC filings, corporate governance, ESG transactional diligence, voluntary ESG reporting, and human capital. Abbey’s practice builds on nearly a decade of experience providing capital markets and governance counseling to public and private companies, investment banks and private equity firms in connection with a multitude of legal matters, including leveraged buyouts, debt and equity offerings, initial public offerings, mergers and cross-border transactions, securities law issues and stock exchange requirements.

For more than a century, Kirkland has been a steadfast partner to clients around the world in their most complex corporate, litigation, tax, intellectual property and restructuring matters. With each of our core practice groups ranked at the top of its industry, Kirkland is uniquely positioned to provide the highest-quality legal advice across disciplines — delivering tailored, seamless service and exceptional results to our clients and helping their businesses succeed.

With environmental, social and governance (ESG) considerations increasingly influencing the flow of capital in the global marketplace, Kirkland’s ESG & Impact Group provides clients with sophisticated, multidisciplinary advice and state-of-the-art market intelligence as they navigate the opportunities and challenges related to ESG and impact investing across the investment and operational life cycles. Our ESG & Impact Group advises some of the world’s most sophisticated private equity firms, corporations, and project sponsors and lenders on complex and evolving legal issues relating to environmental, social and governance (ESG) and climate-related regulatory requirements, investor demands, strategic opportunities, and voluntary reporting frameworks and coalitions.

Dr. Mohammad Rasouli is a thought leader in AI and technology for investment. He is Stanford AI researcher, former Microsoft engineer, and ex-McKinsey consultant from the Bay Area and the New York offices. He is the author of "AI for Investment: A Platform Disruption". Mohammad is passionate about automating investment, as the new Turing test for AI. He is in the process of building a best of breed AI platform for investment funds with his team and in conversation with fund managers.

Mohammad has managed AI activation of top-20 private equities and many other funds to automate the fund investment processes and their portfolio companies as a consultant. As an AI researcher, his papers on AI for markets in top AI conferences and journals have 450+ citations. Also, as an educator, he has co-taught a course at Stanford Graduate School of Business for "Empirics of Online Markets". He has PhD in Electrical and Computer Engineering, working with Nobel prize winners, and MSc in Economics.

Mohammad leads the AI for Investment team, publishes and speaks at investment venues, and runs the AI for Investment webinars.

Mandira Reddy serves as a Director and Head of Impact at Capricorn Investment Group. In this capacity, she acts as the operating partner for several of Capricorn's portfolio companies and provides firmwide leadership to enhance impact outcomes across private and marketable portfolios. During her decade-long tenure at Capricorn, Mandira has had roles across operations, investments, and client services. Prior to Capricorn, she was a Portfolio Manager at Intel Capital, where her responsibilities included managing portfolio M&A and constructing division P&L. Mandira holds a Master's degree in Finance from the University of Illinois at Urbana-Champaign and is a CFA charter holder.

Danielle is Managing Director on the Builders Initiative Investment Team at Builders Vision. She is involved in strategy development, investing, and portfolio management for various investment pools.

Throughout her career, Danielle has worked across a broad range of asset classes and impact themes including climate, education, financial inclusion, and equity & access. Previously she was the Head of ESG and Impact Investing for Jordan Park, a multifamily office based in San Francisco, where she created impact investment portfolios, implemented impact measurement and management practices, and led ESG integration across the platform. Before that she was a member of the Sustainability & Impact team at Cambridge Associates and worked with a broad set of impact-oriented institutions and families to develop mission-related programs and portfolios. Danielle also held ESG and impact roles at Imprint Capital (acquired by Goldman Sachs in 2015). She started her career in investment research at Hall Capital Partners.

Danielle earned her bachelor’s degree from Cornell University and a master’s degree in business administration from the University of California Berkeley’s Haas School of Business.

Builders Vision is an impact platform founded by Lukas Walton, a third-generation Walmart heir, that is dedicated to supporting people and organizations that are building a more humane and healthy planet through philanthropy, investment, and advocacy.

The platform aims to shift markets and minds for good by offering a range of tools across the capital spectrum – including grants, direct investments, and fund investments – to help seed and scale sustainable solutions that support the climate transition in three interconnected sectors: Oceans, Food & Agriculture, and Energy. For more information, visit www.buildersvision.com.

Dr. Erica Rivera is Crenshaw’s Managing Partner. She has a long track record of advising C-suite leaders, boards, and teams when the stakes are high. She has depth of experience in executive assessment and overall C-suite advisory. Over the years, she has consulted in companies across various industries, including consumer products, technology, media, energy, healthcare, and pharma. She focuses on systemic human capital consulting, helping companies scale leadership capability, link talent planning, and development to strategy, and develop realistic diversity & inclusion initiatives while evaluating and driving intentional company cultures, ultimately accelerating business performance.

Before joining Crenshaw Associates, Erica was a Global Director in the Private Equity practice of YSC/Accenture, where she brought direct experience from having been Managing Director of Human Capital for a private equity software investor. Previously, she held Partner and Senior Principal roles in the leadership consulting firms RHR International and ghSMART, where she delivered executive, team, and board director assessments, development solutions, succession processes, and c-suite advisory programs for global mergers and acquisitions, setting up quicker post-close transitions and minimizing operational setbacks.

Erica holds a doctorate in Psychology from Long Island University, a master’s degree in psychology from Pacifica Graduate Institute, and a bachelor’s degree in international business from American University. She serves on the board of La Escuelita, a New York City language immersion preschool. Additionally, Erica holds an organizational design and governance role on the Board of Shared Harvest Fund|myCovidMD, a non-profit working to improve social equity in education and healthcare for the underserved.

For over 40 years, Crenshaw has focused on leadership excellence for Boards, senior executives, and their teams across industries in Fortune 500 and PE portfolio companies. Our processes address the volume, velocity, and complexity of challenges that require executives to lead with agility, resilience, and authenticity. Our engagements are led by advisors who are former operating executives themselves and are thus keenly aware of current organizational, people, and business challenges. We incorporate data into our insights and emphasize scaling leadership for accelerated performance and outpaced business results.

David runs Frontier Group, a family office which he co-founded with Frank Carlucci, Chairman Emeritus of The Carlyle Group and former U.S. Secretary of Defense. During his investment career, David has been the lead investor or co-founder of 4 unicorns (Embraer $6B, J2 Global $6B, Megaupload $5B, Landmark/Piedmont Aviation $2B). Prior to founding Frontier, David was a principal investor with Carlyle Group and part of the early team that helped grow the firm from $150 million to over $100 billion in equity under management.
Since 2016, David has helped two partners battle the seemingly intractable problem of mental healthcare and housing for at-risk populations in California and currently serves on the board of Ever Well Health. In 2024 Ever Well became the second largest provider of housing for the mentally ill in California.

Frontier Group is focusing on using generative AI to enhance investigative journalism and for an active independent media that reports facts honestly and independently without agendas. In addition, David’s family office is backing a technology for early detection of cancer and other diseases.

David has appeared in the Wall Street Journal, Forbes, Los Angeles Times, NY Times, LA Business Journal, Washington Business Journal, Chicago Tribune, Miami Herald, St Louis Post-Dispatch and on ABC News, Fox News, and CNN.
David received an M.B.A. from Harvard Business School and a B.A. Magna Cum Laude from Yale University.

Isela Rosales, CAIA, serves as a Managing Director, Global Head of Sustainability & Responsibility at Bridge Investment Group, a leading alternative investment manager, diversified across specialized asset classes. Ms. Rosales leads the firm’s Sustainability & Responsibility Steering Committee to oversee the development, implementation, and refinement of firm wide environmental, social and governance initiatives, programs, and practices, driving sustainable investments and operations. She also launched and leads Bridge’s Climate Change Task Force to increase awareness of climate risks and opportunities at all levels of the organization. She is an active industry speaker and panel moderator on real estate, ESG, sustainability, decarbonization, and diversity and inclusion.

In her prior role as Managing Director in the Client Solutions Group, she focused on expanding Bridge’s relationships across consultant and institutional investors, including pension plans, foundations, Community Re-Investment Act (CRA) banks, family offices, and impact-oriented clients. She is also a Founding Member of Bridge’s Diversity, Equity, and Inclusion Committee, Co-Chair of Unidos @ Bridge, a Steering Committee member of the Bridge Women’s Network (BWN) and launched the BWN Female Analyst and Associate Mentoring Program.

Prior to joining Bridge, Ms. Rosales worked at Brevan Howard in Investor Relations, managing corporate and public pension, endowment, foundation, private wealth, and investment consultant relationships. Previously, she was Head of Client Services for Lyxor Asset Management, Inc. and Director of Marketing & Investor Relations for Coast Asset Management in their New York offices, cultivating institutional level client relationships for each multi-billion dollar firm’s hedge fund and multi-manager products. She began her career at Cambridge Associates, serving on consultant teams for the firm’s endowment, foundation, and family office clients, covering traditional and hedge fund asset classes.

Stephanie Linden Seale is an outreach and partnerships advisor for the Office of the High Commissioner for Human Rights. At UN Human Rights she manages the tech company Community of Practice for the B-Tech Project, as well as the investor workstream, and oversees the project on urgent reporting and hate speech for human rights defenders for the Tech and Human Rights program. Prior to UN Human Rights, she managed development opportunities and strategic relationships as the Strategic Partnerships Managerfor Benetech’s Human Rights Program and ran program development for Inveneo, a nonprofit focused on computing (hardware, software, power, connectivity) for organizations in underserved locations throughout the developing world. She has also consulted to many foundations including Ford, MacArthur, and Open Society Foundations, and helped launch Geekcorps, a pioneering nonprofit in the tech-for-good sector. She holds a BA from Williams College and a Masters in Development Economics from the Fletcher School at Tufts University.

The Office of the High Commissioner for Human Rights (UN Human Rights) is the leading UN entity on human rights. We represent the world's commitment to the promotion and protection of the full range of human rights and freedoms set out in the Universal Declaration of Human Rights. The B-Tech Project sits within the Office's Business & Human Rights Unit and provides authoritative guidance and resources for implementing the United Nations Guiding Principles on Business and Human rights (UNGPs) in the technology space. In 2019, UN Human Rights launched the project after consultations with civil society, business, States, and other experts about the scope of the B-Tech Project.

Chase is on the Advaita Capital investment team. He is responsible for the first level of due diligence and deal management in Advaita Capital. Chase is also responsible for assisting in investor relations, fund operations, fund media management, fund event management and works directly with the General Partner. Previously he was the founder and President of a Detroit-based non-profit. He worked on various research projects at Wharton School including ones on Climate Change & Decarbonization, Prospect Theory, and Astrophysics. He is also the head of LA LGBT+ VC non-profit. Chase serves on the Junior Committee for the Princess Grace Kelly-USA Foundation. He also is an official nominator for The Earthshot Prize, working with Prince William Foundation to grow climate solutions globally. Chase is Los Angeles-based and works closely in building the west coast Advaita Capital venture community towards innovation and science.

Chase graduated from Wharton School with a degree in Economics and was on the Dean’s List. He was awarded the Penn Alumni Merit Award for leadership, service, and academic excellence.

Snehal Shah is a reporter for New Private Markets, PEI Media’s sustainability-focused publication. She covers ESG, sustainability and impact investments including investors’ allocations and policies; managers’ investment strategies and ESG and diversity credentials; new regulatory measures; and ways to measure, report and compare sustainability issues and initiatives.

Snehal joined PEI in March 2021 and is based in PEI's London office. Snehal has written a book, Unhealthy Boundaries (out later this year), exploring the stories of UK residents shunning the NHS in favour of alternative medicine. She previously worked in social care for University of Bristol students. Snehal volunteers with a children’s charity providing weekly social and cultural activities and language classes. She is also interested in history and archaeology.

Katherine Short joined OMERS in November 2021 as Associate Director, Sustainable Investing. In this role, she supports OMERS ongoing efforts to evolve its sustainable investing practices. Since January 2024, Katherine has been leading sustainable investing for OMERS Private Equity buyout portfolio.

Prior to joining OMERS, Katherine served as a Director and Portfolio Manager at RBC. At RBC, Katherine served as the RBC InvestEase Investment Committee Co-chair. She was also instrumental in launching a suite of ESG-integrated ETFs in partnership with Blackrock. Prior to joining RBC, she held positions at Vanguard.

Katherine holds a Bachelor of Commerce from York University as well as an MBA from the London Business School in the United Kingdom. She is a CFA® Charterholder and holds a certificate from the CFA Institute in ESG Investing.

I am a long-time investor in the impact sector. I was born & raised in East LA County & Pomona, California to two of the state’s most well-respected Latino Civil Rights leaders. My father was Assemblyman Phil Soto, the first Latino elected to the state legislature in 1962. My late mother was Nell Soto, she too served the last ten years of her life as a member and leader in the California State Senate.

I live in the most incredible, abundant and dynamic time in the history of humanity. I have owned four PE funds, and our family investment office, Latimer Partners, LLC with my husband of 19 years, Todd Soto. I’ve stood at the dovetail of energy, climate tech, carbon monetization, renewable energy, and over many Fourth Industrial Revolution driven platforms where technology contributes to improving the human condition using AI, fintech, and blockchain, all well challenging LP’s and tech platforms to embrace diversity, equity and inclusion and a carbon free future. Between contributing to climate change initiatives; Clean Air Act Standards and forcing the removal of diesel from municipal procurement processes across the country and the need to decarbonize our economy, this all to promote a political process and regulatory framework needed to establish a clean economy driving the planet into a future of prosperity and abundance.

Nicole Systrom has spent her entire career partnering with investors, entrepreneurs, and philanthropists to accelerate high-impact climate and clean technology solutions. As Chief Impact Officer at Galvanize Climate Solutions, Nicole leads an interdisciplinary team focused on the measurement and acceleration of impact across Galvanize’s investment strategies.

Prior to Galvanize, Nicole founded Sutro Energy Group to counsel impact investors, philanthropists, and nonprofits on how to direct mission-oriented resources toward innovative clean technologies. With an extensive background in environmental science and a passion for helping entrepreneurs scale breakthrough technologies, Nicole was frequently tapped by nonprofits, foundations and family offices for her counsel on their climate-positive programs. She is a published thought leader on climate innovation, on topics ranging from identifying gaps in the clean tech ecosystem, to building philanthropic tools for investing in climate solutions, to enabling better state energy policy.

Nicole holds a BS in Earth Systems from Stanford University and an MBA/MS in Environment and Resources from the Stanford Graduate School of Business. She serves on multiple climate related governing boards and advisory groups, and lives in the San Francisco Bay Area with her family.

Galvanize Climate Solutions (“Galvanize”) is a global investment firm focused on creating long-term value through investments in the climate transition. Founded by Katie Hall and Tom Steyer, Galvanize invests across asset classes including venture capital and growth equity, public equities, and real estate. The learnings from these strategies, combined with analysis produced by the firm’s impact measurement, science, technology, and policy specialists, generate investment intelligence that enhances the firm’s ability to drive material climate impact and achieve outperformance for its investors.

Wajiha Tahir is an Account Manager at BloombergNEF responsible for Corporations Business across Western US & Canada and is based in San Francisco, California. She leads the BNEF initiatives across tech companies, utilities, oil and gas and many other companies on the west coast, showcasing how we're able partner with a range of corporations meet their decarbonization goals. Wajiha holds a Bachelor's degree in Marketing from University of the Pacific.

BloombergNEF (BNEF) is a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Our expert coverage assesses pathways for the power, transport, industry, buildings and agriculture sectors to adapt to the energy transition. We help commodity trading, corporate strategy, finance and policy professionals navigate change and generate opportunities.

Brian Wayne is Managing Partner and Co-Founder of CurvePoint Capital. He leverages nearly two decades of diverse experience across alternative investments, climate finance and corporate strategy. Prior to co-founding CurvePoint, Brian spent seven years at Aegon Asset Management where he most recently co-founded the Aegon Climate Capital strategy. During his tenure at Aegon, he focused on aligning and developing many of the firm’s investment capabilities on impact and sustainability.

Before Aegon, Brian spent a decade at Congress Asset Management as a member of the private capital investment committee, which deployed in excess of $1 billion in capital and was also head of product strategy. In addition to founding CurvePoint, Brian also is the co-founder of The Water Genome, a 501(c)3 non-profit impact studio that focuses on identifying and catalyzing water technologies to solve health and climate resilience issues. Brian is a member of The Milken Institute’s Young Leaders Circle, an expert advisor at AltaSea at the Port of Los Angeles, and a startup mentor and advisor to several sustainability programs.

CurvePoint Capital is a private investment firm dedicated to advancing climate-focused innovation. Founded in 2024, CurvePoint is committed to generating attractive returns for our investors while simultaneously fostering a sustainable and prosperous economic future. CurvePoint focuses on themes across the Built Environment, Renewable Energy, Resource Efficiency, and Industrial Technology and seeks balances risk and reward uniquely by filling an investment gap in the capital stack, driving significant environmental and economic progress.

Teresa Yu is Novata’s ESG Metrics and Regulations Lead, where she supports private market participants in understanding, reporting, and collecting ESG metrics to comply with regulations and manage their environmental and social impacts. At Novata, she leads an internal team of subject matter experts in interpreting and translating global ESG standards into comparable and accessible metrics to drive ESG data convergence. She is passionate about integrating impact measurement methods and decision-useful data to improve organizational and industry performance. Her topics of interest include ethical and responsible AI, institutionalizing diversity, equity, and inclusion, and climate policy from her home state of California. Before joining Novata, Teresa led UC Berkeley’s The Green Initiative Fund, overseeing the allocation and assessment of grant funds toward innovative sustainability projects. She’s especially interested in the nexus of climate tech and building products for a sustainably just future, having worked in both private and public sectors and early-stage startups. Teresa received her Bachelor’s of Science in Environmental Economics and Policy at UC Berkeley, with concentrations in Public Policy and Global Poverty and Practice.