Barbara is an attorney and adjunct lecturer with over twenty years of compliance experience. Barbara currently serves as a Product Marketing Director, at Aravo Solutions, Inc. and teaches “Compliance Practice Skills” at both Suffolk University Law School and Boston University Law School. Barbara formerly served as the Director of Programming and Education at Compliance Week, Securities SME at Wolters Kluwer Financial Services, Global Chief Compliance officer for Arete Research, a limited-purpose, FINRA-registered broker/dealer specializing in equity research. Barbara has also held compliance roles at Fidelity Investments, JP Morgan Invest, Standish Mellon Asset Management, and Babson Capital Management. Barbara holds a BA from Suffolk University, a JD from Suffolk University Law School, and an LL.M. from Boston University School of Law.

John Bree is Chief Evangelist & Chief Risk Officer with Supply Wisdom, the industry-leading patented solution for Real-Time and Continuous Risk Intelligence & Monitoring of Third Parties and Locations. Prior to joining Supply Wisdom, John held senior positions in New York, Tokyo, Singapore and London for Citi and Deutsche Bank covering corporate, investment, commercial and consumer banking internal and vendor operations. John is a member of the Shared Assessments US and UK Steering Committees and Co-Chair of the Financial Industry Vertical Strategy Group. He has authored numerous articles and blogs on Third-Party Risk Management and Governance in the Digital era.

MaryKate Bullen leads Forest Investment Associate’s (FIA’s) sustainability and ESG programs, working across the business to identify opportunities to preserve and create value for FIA and throughout its clients’ sustainable forestry portfolios. As a Registered Investment Adviser and environmental steward, FIA has helped clients across the world invest in sustainable forestland since 1986. Throughout her career, MaryKate has focused on development and implementation of innovative approaches to sustainable investment in forestry, carbon markets, and conservation across North America, Australasia, Southeast Asia, and South America. MaryKate is an active participant in industry developments for responsible investment in forestry and natural climate solutions, including serving on working groups and advisory roles related to carbon accounting, impact measurement, and private markets responsible investment. She is a current member of the advisory councils of the Women’s Forest Congress and the Social License Platform.

Michael Cook is an experienced ESG leader that has worked with leading brands to innovate within their businesses, engage investors and regulators, launch new environmental products and services, improve governance and risk management, and build trust with stakeholders.

Michael is currently the Director of ESG and Sustainability at American Express where he helps develop and execute the company’s Environmental, Social and Governance (ESG) strategy. Prior to his work at American Express, Michael guided ESG and sustainability programs as a consultant for companies including Citibank, FedEx, JetBlue, MetLife, Mattel, Medtronic and more.

As Vice President of Sustainability at JPMorgan Chase & Co., Hal Corin oversees development and operations of sustainability, energy efficiency, renewable development and procurement, water conservation, and physical decarbonization ambitions of the firm’s Global Real Estate division.  Hal’s focus is on achieving the firm’s public commitments including a 40% Scope 1 and Scope 2 emissions reduction by 2030, 70% electricity sourcing of on-site or grid procured renewables by 2025, a 20% reduction in global water consumption by 2030, among others.

Hal holds a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master in Business Administration from Elon University.

Cristina Dolan is the co-author of recently published, ‘Transparency in ESG and the Sustainable Economy, Capturing Opportunities through Data’. She currently heads up Global Strategic Alliances at RSA NetWitness and has been an advisor to several cyber risk, FIDO and cybersecurity organizations. In addition to being an MIT Media Lab alumna, engineer and Internet pioneer, she has over two decades of experience building transformational businesses and products form FinTech, InsurTech, Media, Telecom and Healthtech. The European value based healthcare company she co-founded, Additum, has won several awards. She was a co-founder of OneMain.com, which grew to be the 10th largest ISP after a successful IPO (Acquired by Earthlink). Formerly, Ms. Dolan held executive roles at Disney, Hearst, IBM and Oracle. She is a member of Forbes Technology Council and the former Chair of the MIT Enterprise Forum in New York. The award-winning student competition she founded, Dream it. Code it. Win it., was the subject of her TEDx Talk, Just Solve It. She earned a Master’s Degree from the MIT Media Lab and holds a Master of Computer Science and Bachelors of Electrical Engineering with concentrations in Computer Science, Data Communications and Business

Mark is the Chief Technology Officer of Crux, overseeing Platform Engineering, Data Engineering, Operations, and Information Technology initiatives. Mark started his career at Logica, a UK software house, and later worked at J.P. Morgan, where he built major systems across the firm as well as headed their distributed computing group globally. Joining Goldman Sachs in the mid 2000’s, Mark led their infrastructure group in EMEA prior to leading the Application Systems Infrastructure group that established virtualization within the firm and led to the development of the Goldman private cloud. Leaving the firm in 2015 to help bring a trading spin-off to market, Mark joined Thomson Reuters through acquisition in 2017. Prior to joining Crux, he was the Global Head of Trading Technology at Refinitiv. Mark lives in New York with his wife Louise, has three children, and loves travel and skiing.

Alessia Falsarone, SASB FSA, is a Managing Director with PineBridge Investments in New York, a global asset manager focused on high-conviction investing. She is responsible for the alignment of portfolio strategy and investment risk across the developed markets credit platform, including as head of sustainable investing. Prior to PineBridge, she held senior investment roles at AIG, Citigroup and Credit Suisse. Ms. Falsarone is a mentor in the Stanford IGNITE accelerator program and a Member of the Board of 1787fp, a digital platform focused on consumer finance. Ms. Falsarone is an alumna of Stanford University and the Massachusetts Institute of Technology.

Adam Fleck is the director of equity research, ESG for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He leads Morningstar’s environmental, social, and governance equity research efforts, including collaboration with Sustainalytics, along with a team of analysts in Chicago and Amsterdam. Before assuming his current role, Fleck was Morningstar’s regional director of equity research in Australia and New Zealand and director of North American consumer equity research. He joined Morningstar in 2006. Fleck holds a bachelor’s degree in business administration from the University of Notre Dame, where he graduated cum laude. He also holds the Chartered Financial Analyst® designation.

Ivan Frishberg is the Chief Sustainability Officer at Amalgamated Bank where he leads impact and shareholder engagement programs. As a commercial banker, Ivan has been instrumental in rallying bank sector commitments to combat climate change, including growing the Partnership for Carbon Accounting Financials (PCAF). Under Ivan’s leadership, Amalgamated has taken a l leadership role within (UNEP FI) in helping to develop guidance for how banks set targets to reduce financed emissions. Ivan is on the Steering Group of the NZBA and a member of and on the Advisory Panel for the Glasgow Finance Alliance for Net Zero.

Ivan also steered the way to make Amalgamated Bank the first U.S. bank to commit to the Science Based Targets Initiative (SBTi) and the first bank to set portfolio wide targets under the United Nations guidelines for target setting.

Jennifer Grzech is a director and member of the responsible investing (RI) team at Nuveen, the investment management arm of TIAA. Nuveen’s responsible investing team oversees the firm’s holistic RI vision and unified framework across Nuveen and TIAA.

Jennifer’s responsibilities include developing Nuveen’s strategy of engagement with companies, policy-makers, regulators and industry organizations around important ESG issues and standards.

Jennifer received her M.A. in International Relations from the University of Chicago, and graduated with her B.A. in Anthropology from the University of Kentucky.

Frederick W. Isleib III, CFA, is Director, Environmental, Social and Governance (ESG) Research and Integration at Manulife Investment Management. He collaborates directly with US-based portfolio managers and investment analysts responsible for some of the firm’s largest equities and fixed income strategies (by AUM) to integrate ESG risks and opportunities into the investment decision-making and risk monitoring process.  In his role, Fred leads ESG engagements with high profile Fortune 500 companies, as well as the broader US investment universe, to foster improved ESG management standards among some of the firm’s most significant holdings. He is also responsible for the generation of the thematic and top down research related to emerging ESG investment issues.

Prior to joining Manulife, Frederick was director of research of clean energy markets at Nexant Inc., where he focused on the US renewable energy markets and the development of distributed energy generation.

Previously, Frederick spent 17 years at Putnam Investments, including seven years as a global fundamental equity research analyst following the financials, technology and industrials sectors. He is a CFA charterholder and a member of the CFA Society Boston.

Education: Bentley University, BS in Accounting, 1993; Babson College, MBA, 2001

Bruce is responsible for delivering technical advice to investors on MSCI’s Climate Solutions tools and data sets for investment decision making, risk management, reporting and engagement. His previous work experience includes Climate Change Investment Research, Institutional Portfolio Management and Wealth Management, as well as E&S Risk assessments at firms such as Citibank, Deutsche Bank, Macquarie and SICM. His work has covered various themes including clean tech, real estate, water, and agricultural-based investment strategies as well as ESG/SRI strategies. He also serves as a Trustee and Chair of the Finance Committee of the Robert and Patricia Switzer Foundation, and previously was a Member of the Board of the US SIF, Board Member and Treasurer of Confluence Philanthropy, and as a trustee and member of the finance committee of the Jesse Smith Noyes Foundation. Bruce earned a PhD in Land Resources from University of Wisconsin, Madison, an MS in Fisheries and Allied Aquacultures from Auburn University, and a BA in Ecology and Evolutionary Biology from the University of Connecticut.

Eivind Lorgen is the former CEO & President of Nordea Asset Management (NAM) and the former Head of the Manager Selection. He is a founding member of the Sustainability Accounting Standards Board (SASB) Investor Advisory Group (IAG) and the current Chair for SASB’s IAG.  Board Chair, Board Member and senior expert advisor to corporate issuers, investment management funds and firms, non-profit organizations including leading business schools.

Prior to joining Nordea, he was an Executive Managing Director at Zurich Insurance Group.

Eivind is on the Reiman School of Finance Advisory Board for the Daniels College of Business at the University of Denver. He holds a BSBA from the University of Denver. His Master’s Diploma is issued by the Norwegian School of Economics. His Executive Management education is from IMD, Switzerland and The London Business School. Eivind is also an Adjunct Professor and has lectured at Daniels College of Business and Columbia Business School.

Eivind served 16 months in the Norwegian Royal Air Force and played varsity soccer for University of Denver. He lives in Harlem, Manhattan with his family

Amit Madaan, CFA, FRM, is head of modeling and research for sustainable investing within Aladdin Sustainability Lab. He is responsible for building BlackRock analytical capabilities in climate change risk on financial instruments.

Prior to this role, Mr. Madaan was co-head of commercial credit modeling and research. Mr. Madaan was responsible for the design, estimation and monitoring of models for US CRE debt and CMBS.

Mr. Madaan has published extensively including co-authoring “Commercial Mortgage-Backed Securities”, which was published in 2021. Mr. Madaan also co-authored a chapter in the “World Scientific Encyclopedia of Climate Change: Case Studies of Climate Risk, Action, and Opportunity”, which was published in 2021.

Mr. Madaan co-authored BII publication “Getting Physical: Scenario analysis for assessing climate-related risks” paper and has published research articles to Commercial Real Estate Finance World and Pension Real Estate Association magazines.

Mr. Madaan holds B.Tech. in Mechanical Engineering from Indian Institute of Technology, Madras and MBA from Emory University.

Naresh is a director at Societe Generale (SG) focused on capital markets and investment management activities, and an Adjunct Professor in Finance and Risk Engineering program at NYU. Prior to joining SG, Naresh served as US lead director of traded risk at KPMG. Previously, Naresh worked at Diamond Notch Asset Management, a hedge fund, as a portfolio manager and head of European Credit Trading. In prior roles, he served as head of credit exotics at Commerzbank (London), and as a senior credit derivatives trader at UBS and Merrill Lynch in New York. Naresh has a Ph.D. in Engineering from the University of Illinois (Urbana-Champaign, IL), and a BS in Aerospace Engineering from IIT-Kanpur (India). The academic preparation was followed by a research faculty position in Engineering & Applied Math at Caltech (Pasadena, CA).

Sally Michalski, CFA, Director, is Head of ESG Strategy & Engagement for BlackRock Alternative Investors (BAI). Most recently, Ms. Michalski was Chief of Staff to the Global Head of BAI. She joined BlackRock in 2013 as a member of the Global Institutional Marketing team. Prior to BlackRock, Ms. Michalski worked at PwC as a consultant, advising banking and capital markets clients on risk and regulatory matters. Ms. Michalski earned a BSFS degree in International Economics from Georgetown University.

Colleen is the Senior Vice President of Third-Party Risk Software Products at Shared Assessments, where she leads the TPRM software team in the development of the software products/tools for third party risk assurance.

Colleen has over 20 years of experience within the financial services industry and consulting. She has led programs associated with risk management, procurement/contract negotiation, mergers and acquisitions, and business process reengineering. She has regulatory and global experience executing portfolios to meet the corporate strategy.

Recently, Colleen managed the Third-Party Security Risk Assurance team for a bank where she reported to the CSO and ensured all due diligence, continuous monitoring, and privacy requirements were met for the third-party inventory. She also was the Chair for the BITS Third Party Risk Committee with representation from multiple firms addressing the best practices and increased regulatory focus on fourth parties. She also managed the Cyber Delivery Management team executing the projects including third parties.

Dr. Lourenco Miranda is the Regional Head of Environmental & Social Risks and Model Risk at Société Générale Corporate Investment Bank. He joined the Bank in New York in February 2016 as Managing Director Head of Capital Planning, Assessment and Review (CCAR) in New York. Prior to that, within his 24 years of financial industry experience, Dr. Miranda has held multiple leadership roles in Risk Management and Finance at internationally active Financial Institutions in multipl regions and more than 70 countries and regulatory jurisdictions in 5 regions. On the academic world, for the past 25 years, Dr. Miranda has held faculty positions in multiple academic centers worldwide in the field of Risk Management and Financial Mathematics and has been in the board of international professional institutions and a regular speaker at major international risk conferences. Currently, he is Adjunct Professor of Risk Management, Stress Testing, Machine Learning and Data Science at Fordham University in NYC. Besides that, Lourenco is a published author of academic and professional articles in peer-reviewed journals. He is also a reviewer of professional and academic Journals in Risk and Finance. Lourenco holds a PhD in Statistical Physics and Quantitative Financial Risk Modeling.

Lakshmi Murthy is the Global lead for Climate Risk Strategy and ESG Analytics at Credit Suisse.

She is an experienced Financial Services leader with a passion for building scalable data-enabled products to solve business problems using advanced analytics.

Lakshmi has a Master’s degree in Computer Science from India, and an Master’s degree in Business Analytics from NYU Stern School of Business

As Head of Environmental and Social Risk Management (ESRM) team, I lead Wells Fargo’s efforts to understand customers’ E&S impact and performance, and manages E&S risks across the enterprise. ESRM team also engages with key external stakeholders to understand their perspectives about the industries Wells Fargo supports, and identify solutions to pressing and emerging E&S issues.
The ESRM function provides lines-of-business the clarity and tools they need to make informed decisions when growing relationships in sensitive industries. The ESRM approach also helps the corporation more effectively manage business and reputational risk to Wells Fargo, while at the same time allowing it to deeper understand customers’ operations and long-term viability, and protect people, communities and the environment.
Prior to joining Wells Fargo, I spent 14 years at the International Finance Corporation (IFC) conducting global E&S risk management, due diligence, supervision, and audit in the infrastructure, apparel, manufacturing, oil and gas, mining, and health and education sectors. At IFC, I worked in a number of regions, including Europe, Central Asia, Northern Africa, Middle East, Central and Southern Americas. I hold an MS in Environmental Science and Sustainability Management from Columbia University in New York; Masters of Law from Humboldt University in Berlin, Germany; and the equivalent of a JD from Belarusian State University in the Republic of Belarus. I am fluent in English, Russian, German, and Spanish. I am a certified yoga teacher and mindfulness practitioner. For fun I travel the world and practice circus arts.

Phil Redman serves as the ESG Director for OneTrust which simplifies the complex task of collecting and reporting on corporate ESG data. In his role, Redman is responsible for the product development and direction of the technology, leading the sales and product engineering team on OneTrust, and day-to-day delivery. He enjoys working with customers and providing features and benefits they now love but didn’t know they needed. Redman brings over 15 years of global, enterprise experience and has led teams on technology product development and strategy at Accenture, Citrix, and was VP and Distinguished Analyst at Gartner. He has a B.A. from Temple University and an M.S. from Boston University on Business Communications.

Felician (Felix) Stratmann is a Vice President in Morgan Stanley’s Fixed Income Research department, based in New York. He covers US corporate credit, with a focus on investment grade corporate bonds, credit derivatives, and ESG within the broader US credit markets. Felix joined Morgan Stanley in 2014 and worked in the firm’s Global Capital Markets division prior to joining Research. He holds a bachelor’s degree in Finance from the University of South Carolina.

Liesel van Ast is Deputy Head of the UN Environment Programme Finance Initiative. She is responsible for financial sector engagement and regional coordination and oversees industry, nature, pollution & circular economy, communications and training workstreams. She also supports the Head of the New York Office at UNEP and UN Assistant Secretary-General to help the UN leverage sustainable finance for the 2030 Agenda.

Before joining UNEP FI in 2016, Liesel was Programme Manager of the Natural Capital Declaration (now the Natural Capital Finance Alliance), a joint initiative of UNEP FI and Global Canopy Programme. She developed a technical work programme with financial institutions to strengthen integration of environmental issues into financial decision-making. From 2007- 2013, Liesel was Research Editor at Trucost, the environmental research provider (now S&P Global Trucost). From 2005-2007 she was a Writer and Online Editor for the leading environmental business journal The ENDS Report. She holds an MSc in Business Strategy, Politics and the Environment; and Certificates in Environmental Management, Investment Management, and Leadership.

Over the last 15 years, Karl Viertel has solved risk and regulatory challenges for some of the largest organisations in the world. After working in the technology and risk divisions of Accenture and Deloitte, in 2015, Karl co-founded one of the first RegTech companies, Alyne, which was acquired by legal and risk software leader Mitratech in 2021. Today, Karl is the Managing Director for Mitratech’s global GRC business unit.

Leah Wooldridge is a Principal Solution Engineer for ESG at Workiva. Prior to joining Workiva in October 2021, Leah was an ESG Consultant at MSCI, a global provider of ESG research. At MSCI, Leah worked closely with leading investors around ESG integration into their investment process. Prior to MSCI, Leah spent several years in asset management at Nuveen. Leah has a BSBA in Finance and resides in Michigan today.

Ken Wolckenhauer is the Head of Vendor Management at Nordea Bank’s New York branch. Leading up to this position, Ken was as a subject matter expert, trainer, solutions provider, and consultant for FIS, the world’s largest global provider dedicated to banking and payments technologies. With FIS, Ken specialized in financial industry regulatory risk and compliance, mostly in the area of anti-money laundering and watchlist compliance. Nordea Bank leveraged Ken’s risk and compliance knowledge to build out the vendor management program for the New York branch, developing a program that would properly manage risk as well as gaining acceptance to the US regulators. The success of the US program is now being used to advise Nordea’s European branches on enhancements to its TPRM program. Ken is a graduate of Bucknell University and is a Certified Anti-Money Laundering Specialist.