Expert Panel: Climate - Risk & Opportunities across Asset Classes
Michael Corelli, CFA
Vice President –Senior Credit Officer, Corporate Finance Group, Moody's
Michael Corelli is a Vice President –Senior Credit Officer in the basic industries sector of Moody’s Corporate Finance Group and his portfolio includes steel distributors, specialty steel producers and engineering & construction companies. He is also a member of Moody’s ESG Working Group. Prior to joining Moody’s, Michael was a partner and a fixed income and equity research analyst for 16 years at an independent research firm. He was also a registered representative with Prospera Financial Services and held Series 7, 63, 86 and 87 licenses. Michael is a CFA charterholder and a member of the New York Society of Security Analysts. He holds a BA from Johns Hopkins University and an MBA in finance from Fordham University.
Jodi Neuman, CFA
Investment Manager, Trillium Asset Management
Jodi Neuman is an Investment Manager in Trillium’s California office. Prior to joining Trillium in 2014, she worked as an Analyst for Dougherty Funding, which offers a broad range of commercial finance solutions to developers and corporations nationwide. Jodi is s a Chartered Financial Analyst (CFA) charterholder and earned an M.B.A. from the HEC School of Management in Paris specializing in Finance. While attending HEC, she worked with a rural microfinance firm based in Puno, Peru and consulted with a solar start-up in Tanzania. Jodi also holds a B.B.A. in Business Economics from the University of Wisconsin – Eau Claire. She is a member of Women Investing in a Sustainable Economy (WISE) and sits on the Board of the Pesticide Action Network North America.
Trillium Asset Management is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing, managing equity and fixed income portfolios for individuals, foundations, endowments, and religious institutions since 1982. A leader in shareholder advocacy and public policy work, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance.
Managing Director, North Sky Capital
Mike is a senior investment professional responsible for sourcing, analyzing, executing and monitoring North Sky Capital’s investments. He is also part of North Sky Capital’s senior management team and is actively involved in strategic planning, fund development and staffing decisions. He is a member of the firm’s Investment Committee. Prior to joining the team, Mike was an officer in Piper Jaffray's investment banking group, where he focused on mergers and acquisitions. Previously, Mike worked with TerraVest Income Fund, a private equity firm focused on acquiring companies in Canada. Mike also was vice president and co-founder of the Small Cap Portfolio Group at Deephaven Capital Management, a multi-strategy hedge fund.
Mike earned a BS in actuarial science and an MBA from the Carlson School of Management at the University of Minnesota.
Emily E. Robare
Head of ESG Research & Senior VP of Municipal Credit Research Team, Gurtin Municipal Bond Management
Emily E. Robare is head of environmental, social, and governance (ESG) Research and a senior vice president on the municipal credit research team at Gurtin Municipal Bond Management, a PIMCO company. Ms. Robare leads the firm's sustainability research efforts, including integration of ESG factors into credit analysis for all municipal bond holdings, conducting in-depth research on ESG topics including climate change, and coordinating development of the firm’s climate risk metrics. Prior to joining Gurtin in 2012, Ms. Robare worked as a local government ratings analyst at Moody’s Investors Service, as well as holding several positions within state and local government in the workforce and economic development fields. She holds a master’s degree in public policy and management from Carnegie Mellon University and a bachelor’s degree in biology from Grinnell College.
Expert Panel: Who's Who in ESG and Impact: Important Organizations and What They Do
Senior ESG Investment Strategist, Wells Fargo Asset Management
Christopher (Chris) McKnett is a senior environmental, social, and governance (ESG) investment strategist for the Wells Fargo Asset Management (WFAM) Strategic Business Segments team. Prior to joining WFAM, Chris served as head ESG strategist for State Street Global Advisors and was a member of the firm's senior leadership team. Earlier roles include index product and business development for KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG investment, and as a team resource specialist for American Century Investments, where he began his investment industry career. Chris earned a bachelor's degree in business administration with a focus in management from the University of Connecticut, Storrs, and a master's degree in business administration from Daniels College of Business at the University of Denver. He holds a Series 7 license, is a First Movers Fellow of the Aspen Institute Business & Society Program, and is a lifetime member of Net Impact.
Columbia Threadneedle Investments
Mac Ryerse is Lead Analyst (US), Responsible Investment (RI), and Senior Portfolio Manager at Columbia Threadneedle Investments, where he leads and coordinates the delivery of CTI’s RI capability and activities out of the US. He also serves as a co-manager on the U.S. Social Bond Fund, adding responsible investment expertise and ESG capabilities to the strategy.
Prior to assuming his current roles, Mr. Ryerse was Director of Responsible Investment at CTI in the US for two years and Senior Corporate Governance Analyst for five years. Prior to joining CTI, he was corporate secretary and chief governance officer at Potlatch Corporation, with additional responsibility for corporate strategic planning and stakeholder relations.
Mr. Ryerse is currently a member of the PRI Fixed Income Advisory Committee, the Sustainability Accounting Standards Board (SASB®) Standards Advisory Group and holds the SASB® FSA Level I certification.
He holds an MBA from Bethel University, a Master’s degree in Organizational Development from Gonzaga University, and a Bachelor’s degree in Communications from Gustavus Adolphus College. Mr. Ryerse has served on the graduate school faculty at Bethel University where he taught corporate finance.
Education Programs, US SIF
Michael runs the education programming at US SIF. He is responsible for their Fundamentals of Sustainable and Impact Investment online course and in-person training, creating educational materials for the US SIF Foundation, and creating new materials that will help advance our field. To that end, US SIF partnered with the College for Financial Planning in 2018 to create the first professional designation for sustainable investment.
Before joining US SIF, Michael spent 16 years working in exchange-traded funds, mutual funds, separately managed accounts, closed-end funds. Over his career, his responsibilities have included product development, relationship management with sub-advisory asset management firms, institutional sales, portfolio construction consulting, national accounts management, and advisor education. During his time at AdvisorShares, Michael helped launch the first actively managed fossil fuel free ETF. Prior to joining AdvisorShares, he spent nine years with ING Investment Management and, before that, the Private Client Group at Merrill Lynch. Michael earned a bachelor’s degree from UC Davis.
Expert Panel: Clarity from the Chaos?: Identifying the Economic Roles of ESG Integration and Impact Investing in the Investment Process
Eric White, CAIA,
Partner, Cogent Consulting
Eric White, CAIA, Partner: Collaborative fund design, $25 million Minnesota Impact Investing Initiative; impact investing education, portfolio design, and direct investment and fund due diligence for Cogent Consulting. Research Lead, Responsible Investing for Slocum (now Mercer), placed over $300 million in impact investments across 20 religious, foundation, and corporate clients; designed financial-return-focused private investment portfolios for 33 clients; reviewed more than 2,000 fund offering materials; conducted 1,600 investor meetings, and placed $2 billion in commitments. Metropolitan State University graduate.
Matt Sheldon, CFA
Senior Portfolio Manager at KBI Global Investors
Matt is a senior portfolio manager on the Natural Resource equity team and is responsible for the development of investment strategy as well as the day-to-day management of the Water strategy. Matt joined the team in April 2011. He has extensive specialist knowledge and experience in investing in the water sector, including both global public listed equities and private equity. Prior to joining the firm, Matt worked at Water Asset Management where he was an Investment Analyst and at Wedge Capital Management where he was an Equity Analyst. Matt graduated summa cum laude from Tufts University with a BS in Chemical Engineering, holds an MBA in Finance from Columbia Business School & is a CFA charterholder.
James Spidle, CFA
Senior Vice President, Consultant Relations, Breckinridge Capital Advisors
James, senior vice president, is a consultant relations manager at Breckinridge. He is a member of the firm’s Risk Committee. In his role, James assists in setting overall consultant relations and business development strategy and manages many of the firm’s institutional relationships. He joined the firm in 2010 and has over 19 years of investment industry experience. Prior to Breckinridge, he spent over 8 years at Gannett Welsh & Kotler LLC. where his primary responsibilities included business development and relationship management within the firm’s Sales and Client Service group. He started his career in the mutual funds department at Loomis Sayles & Company, first as an associate in the sales and marketing group, then as a quantitative/performance analyst in the fund administration group. James is a member of the CFA Society Boston, Inc. James received a B.A. in psychology from Colby College. He holds a Series 65 license and is a CFA® charterholder.
Expert Panel: Demystifying ESG Data, Ratings and Research
ESG Analyst, Responsible Investment (RI), Columbia Threadneedle Investments
Chris Eckhardt is ESG Analyst, Responsible Investment (RI) at Columbia Threadneedle Investments and collaborates closely with the CTI Data Science and Quantitative Research teams in support of the Global RI ratings system and tools. He also produces ESG research and works with the fixed income analysts and portfolio managers.
Prior to this role Mr. Eckhardt served as Senior Analyst on the CTI Global Proxy Voting team, and previously worked in an Ameriprise financial advisory practice for two years focused on investment research and analysis for clients.
He holds a Bachelor’s degree in Management from Auburn University and has passed all three CFA exams.
President and Founder, Boston Common Asset Management
Geeta Aiyer combines over 30 years of experience in finance, with passion for environmental and social justice. Under her leadership, Boston Common has built a strong investment record, and meaningfully improved the policies and practices of portfolio companies through impactful, proactive Shareowner Engagement. The firm is a “Best for the World” honoree within the global B Corp community.
In 2016, Geeta was honored by Investment News, as an Innovator whose new ideas and tools have propelled the industry forward. The 2017 UN Global Compact Report on Business Impact on the Sustainable Development Goals (SDGs) featured Geeta as a leader in the financial sector. Geeta is the recipient of the Joan Bavaria Award at the CERES conference in 2015 for Building Sustainability into the Capital Markets and the SRI Service Award (2013), recognizing leadership and innovation in SRI (Sustainable, Responsible, Impact) investing.
Before Boston Common, Geeta was President of Walden Asset Management, and has worked at US Trust Company (Boston) and Cambridge Associates. She received her MBA from Harvard Business School; BA (Hons) and MA degrees from the University of Delhi, India. She is a Chartered Financial Analyst.
Geeta serves on the Board of the Sierra Club Foundation. From 2015-2017, she was on the Board of UN PRI, where she was the first US asset manager elected representative. She is co-founder and board chair of DAWN Worldwide, an NGO addressing gender-based violence.
Trevor David, CFA
As a Manager on Sustainalytics’ Client Relations team, Trevor leads client relationships, supporting asset managers and asset owners to integrate Sustainalytics’ ESG research into their investment strategies. Trevor has led various projects to support investors in developing sustainable investment approaches and the creation of sustainable fund products. He has contributed to thought leadership at Sustainalytics, notably through co-authoring the report, ‘How Investors Integrate ESG: A Typology of Approaches’ (2017). Prior to joining Sustainalytics, Trevor held sustainability-focused roles in the public and private sector. Trevor is a CFA Charterholder, and is a recipient of Canada’s Clean 50 – 2019 Emerging Leader award.
Jennifer Sireklove, CFA
Managing Director, Investment Strategy, Parametric
Ms. Sireklove leads the Investment Strategy team at Parametric, which is responsible for all aspects of Parametric’s equity-based investment strategies. In addition, she has direct investment responsibility for Parametric’s emerging market and international equity strategies, and chairs Parametric’s Stewardship Committee. Previously, she helped build Parametric’s active ownership and custom ESG portfolio construction practices. Prior to joining Parametric in 2013, she worked in in equity research, primarily covering the energy, utility and industrial sectors at firms including D.A. Davidson and McAdams Wright Ragen. Jennifer earned an MBA in Finance and Accounting from the University of Chicago, and a B.A. in Economics from Reed College, has been a CFA® charterholder since 2006 and is a current member of the CFA Society of Seattle.