`Aha Ho`opuka Pono
Hawai`i Double-Bottom Line Investment Summit
Participants - SRI Experts and Practitioners
Geoffrey Ashton has worked in the Social Responsible Investing field since 1987. He is very active in this arena and lectures on the subject to numerous universities and colleges. He makes his home in the San Francisco Bay Area, and represents the Calvert Group, the largest manager of socially responsible assets in the country. Prior to joining Calvert, Geoffrey was VP of Marketing for Textainer Capital a large container leasing company, involved in international trade. He has many years of overseas experience in South East Asia and Australia working in the capacity of environmental engineering. Geoffrey has a degree in Marine Engineering from Liverpool University in the UK. He has been working in the Socially Responsible financial field for 13 years focusing on Sales and Marketing.
Shari Berenbach, Executive Director of the Calvert Social Investment Foundation, has over 20 years experience with microcredit and innovative approaches to finance. Prior to joining the Calvert Foundation, Ms. Berenbach worked with the International Finance Corporation, served as Director of Programs for Partnership for Productivity, and worked at the National Cooperative Bank. She has held positions in the private sector and has consulted on various projects for USAID and the World Bank. Ms. Berenbach has an MBA in finance from Columbia Business School and an M.A. in Latin American studies from UCLA.
Peter Camejo is Chair and CEO of Progressive Asset Management, Inc. (PAM), America's first socially responsible broker-dealer. Mr. Camejo has 14 years experience as an investment consultant. Before co-founding PAM in 1987, he was an investment broker at Merrill Lynch and Prudential Bache. He is a trustee of the Contra Costa County Employee Retirement Association - a $3 billion retirement fund. Camejo has taken a leading role nationwide in the inclusion of social and environmental factors within the context of fiduciary responsibility with union and public pension funds. PAM is convening the "Bottom Line 2001: The Future of Fiduciary Responsibility" conference in April, bringing together the social investing community and fiduciaries from pension funds, foundations, universities, religious organizations, and family trust offices. Mr. Camejo has also served as the Chair of the Council for Responsible Public Investment and a member of the Board of Directors of EarthShare - a federation of the 41 largest environmental organizations. He was co-host, with Stephen Viederman, of a weekly radio spot on social investment on KBZS-Business Radio, San Francisco. Mr. Camejo also helped co-found the Environmental Justice Fund, which brought together the major environmental organizations of people of color. Mr. Camejo visited Hawaii in December to meet with labor leaders and other community groups in preparation for the Aha Ho`opuka Pono investment summit.
Dr. Chris Elisara is the founder and director of the Global Stewardship Study Program (GSSP). He is a New Zealand citizen who grew up in Auckland before traveling to the United States for graduate study. He is also half Western Samoan and has immediate family living in both New Zealand and Western Samoa. Dr. Elisara holds a BA in Anthropology and Education from the University of Auckland. He also earned an M.B.A. in Two Thirds World Economic Development from Eastern College, PA, and a Ph.D. in Intercultural Education from Biola University, CA. Dr. Elisara and his family live in Julian, California.
Robert Helliesen is a Principal with Dorn, Helliesen & Cottle. He began his career in 1969 as a security analyst with Mutual Benefit Life in Newark, N.J. He joined Crocker Bank, San Francisco in 1971 as a security analyst and moved to Crocker Investment Management Co. when that firm was founded. In 1978, he became manager for both portfolio theory applications and security research computer development. In 1983, Helliesen joined a large U.S. investment consulting firm as Vice President and Manager of Consulting Support, where he was responsible for asset allocation analysis and analysis of investment managers' investment processes. Helliesen, a frequent speaker at industry conferences, is a member of the San Francisco Society of Security Analysts where he is on the Audit Committee. He is also a member of the Association for Investment Management and Research (AIMR), is on the Education Committee of the State Association of Retirement Systems (SACRS) and is a member of the Western Pension Conference. Helliesen is a graduate of Colgate University with a BA in Economics, and holds an MBA from Golden Gate University in San Francisco. He passed the examination for the CPA and is a Chartered Financial Analyst (CFA). He is a Board Member of Pacific School of Religion, where he is Co-chair of the Finance Cluster.
Diane Keefe, portfolio manager of the new Pax World High Yield Fund, has specialized in high-yield bonds since 1989. She was a senior vice president in the Taxable Fixed-Income department of Dillon Read & Co. As an institutional salesperson, she made buy and sell recommendations to portfolio managers of mutual funds, pension funds, and insurance companies dealing with hundreds of millions of investment dollars annually. After the takeover of Dillon Read by SBC Warburg, Keefe expanded her work to include bonds of companies headquartered in Europe and the emerging markets as a director in the Global Rates department at SBC Warburg. Prior to 1989, Keefe also worked in the asset-backed and mortgage-backed securities markets and as a municipal investment banker. Her career on the trading floor spanned twelve years, from 1986 to 1998. She has an MBA in finance from Columbia University Graduate School of Business and was granted the CFA (Chartered Financial Analyst) designation in 1992. She is a member of the New York Society of Securities Analysts and the Association of Investment Management and Research. Keefe's history as an activist includes the South African divestment movement, as well as involvement in the anti-nuclear, human rights, feminist, and peace movements. She has served on the Co-op America Board of Directors for over 10 years and has served as its chairperson for the last three years. Keefe visited Hawaii earlier this year and met Hawaiian leaders as well as Lt. Governor Mazie Hirano.
Michael Psaros is a founding and Managing Principal of KPS Special Situations Fund, L.P. and KPS Supplemental Fund, L.P. The KPS Funds are private equity funds with over $210 million of committed capital focused on constructive investing in restructurings, turnarounds, and other special situations. A core component of the KPS investment strategy is to partner with employees by providing significant sharing of ownership through employee stock ownership plans or similar vehicles. This approach stands in sharp contrast to the confrontational approach often relied upon by other investors in distressed or Special Situations.Mr. Psaros is also a Managing Principal of Keilin & Co. LLC, a leading investment banking firm specializing in providing financial advisory services in connection with mergers, acquisitions, restructurings, employee buyouts (ESOP) and turnaround transactions, often on behalf of employee groups. Keilin & Co. completed the largest employee-led buyouts in the United States (United Airlines: NYSE - "UAL"), Canada (Algoma Steel: TSE - "ALG"), and Europe (Ireland - Telecom Eirann).
Kirsten Snow Spalding is a labor policy specialist at The Center for Labor Research and Education, Institute of Industrial Relations, UC Berkeley. In this position, she teaches and organizes labor policy seminars for undergraduates, graduate students and labor leaders. Ms. Spalding does training and curriculum development for labor leaders and researches labor policy questions. Her research work includes legal analysis of fiduciary responsibility under ERISA, studies of multi-employer pension trustee practices and attitudes, studies of high performance workplaces and union-management partnerships and research into welfare "reform", and labor's response to new welfare legislation. Before coming to the University in 1996, Ms. Spalding practiced union-side labor law and ERISA law in northern California. Her primary clients included twenty Teamster locals, the American Guild of Musical Artists, California Teachers Association, IATSE and Teamster multi-employer benefits trusts. She has written extensively on comparative labor policy issues and acts as an consultant to COSATU, the Congress of South African Trade Unions and the South African Government's Department of Labor.
Stephen Viederman is a consultant, writer and lecturer on issues of philanthropy, mission-related investing, corporate social responsibility, and sustainability. He served as President of the Jessie Smith Noyes Foundation for the past 14 years, retiring in March, 2000. The foundation supports organizing and advocacy in the environment, reproductive rights, community and social justice. It is also one of the few foundations to use its investment portfolio as part of its mission-driven strategy. Initially seeking to reduce the dissonance between asset management and grant-making, the foundation has discovered that its investments can be an important means of implementing social objectives. The foundation screens its portfolios, undertakes shareholder activism in support of its grantees and, through mission-related venture capital, invests in for-profit solutions to the same problems it addresses through grantmaking. Mr. Viederman serves on the boards of the Council for Responsible Public Investment, the Loka Institute, the Consortium for Sustainable Agriculture Research and Education, and the Vellore Medical College of India. He also serves on the advisory board of the Foundation Partnership on Corporate Responsibility. He is a trustee of a newly established billion dollar group of ethical mutual funds from Friends, Ivory & Sime, Inc., and a member of the Council on Foreign Relations. He was co-host, with Peter Camejo, of a weekly radio spot on social investment on KBZS-Business Radio, San Francisco.
David Wieder is a Managing Principal and Chief Executive Officer of Domini Social Investments LLC, a leading socially responsible investment firm and sponsor of the Domini Social Equity Fund, the first socially and environmentally screened index fund in the U.S. David is a member of the Board of Advisors to Kinder, Lydenberg, Domini & Co, the premier provider of corporate accountability research. Mr. Wieder is also a member of the board of advisors of B2P Commerce Corp. and a member of the Executive Committee of the Making a Profit While Making A Difference Conference. Mr. Wieder has worked extensively in mutual fund management and financial service product development. He is a frequent speaker on the mutual fund industry and socially responsible investing. Prior to joining Domini Social Investments, Mr. Wieder founded and was President of FSSI, a mutual fund transfer agent/consulting firm. Mr. Wieder has a degree in Economics from Cornell University.
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