participants in sasb s industry working groups for the ...€¦ · participants in sasb’s...

Participants in SASB’s Industry Working Groups for the Financials Sector The Financials industry working groups were held in February-March 2013. Organization name is listed for affiliation purposes only,

no organizational support or endorsement is implied.

First Name Last Name Title Organization Name Stakeholder Type

Jay Bruns VP Public Policy The Hartford Group Corporations

Marisa Buchanan Vice President Marisa Buchanan Corporations

Ashwani Chowdary Vice President Bank of America Corporations

Tyler Daluz VP, Sustainability Communications

Citigroup Corporations

David Devos Global Director of Sustainability

Prudential Corporations

Ted Grant Global Director of Research & Development

AccountAbility Corporations

Betsy Graseck Managing Director Morgan Stanley Corporations

Michelle Greene Head of Corporate Responsibility at NYSE Euronext

NYSE Euronext Corporations

Rachel Guthrie Manager, Corporate Responsibility

TD Bank Group Corporations

Amy Hall Manager, Corporate Responsibility Report

RBC Corporations

Evan Harvey Director of Corporate Sustainability

NASDAQ Corporations

Tammy Haygood VP Investment UBS Securities Corporations

Jeffrey Howell VP, Commercial Sales Chicago Title Company Corporations

Natasha Kohne Managing Partner Akin Gump Strauss Hauer & Feld, LLP

Corporations

Alex Kramm Senior Equity Research Analyst

UBS Securities Corporations

Thomas Laurent Project Manager Thomas Laurent Corporations

Carin Lavery Manager of Reporting and Communities

ANZ Corporations

Jonathan Lee President Neighborly Energy Corporations

Susan Levitt Head of Issuer Relations Susan Levitt Corporations

Fernando Gracia

Martino CSR CECA- Confederacion Espanola de Cajas de Ahorros

Corporations

Anne-Marie McGonnigal VP, Global Sustainable Finance

Morgan Stanley Corporations

Dominik Mjartan Senior Vice President Southern Bancorp Corporations

Neill Mooney Managing Director AlphaWatt Limited Corporations

Trang Nguyen Business Analyst Visa Corporations

Kevin O'Shea SVP HSBC Private Bank Corporations

Diane Priestes Sr Sustainability Analyst Erie Insurance Corporations

Don Reed Managing Director PricewaterhouseCoopers Corporations

Celine Ruben-Salama

Corporate Sustainability Consultant

CBRE Group Corporations

Raimund Schwendner apl. Prof., Dr. Raimund Schwendner Corporations

Camilla Seth Executive Director Camilla Seth Corporations

Muhammad Junaid

Shekha Chief Internal Auditor Muhammad Junaid Shekha Corporations

Steve Sherman Chief Operating Officer Greenchoice Bank Corporations

Michele Skupic VP, Regional Sales Chicago Title Company Corporations

Sunserae Smith Consultant Sunserae Smith Corporations

Monica Sood TD Environment TD Bank Group Corporations

Jo Spaulding Regulatory Compliance Manager

MetLife Bank Corporations

Amy Springsteel Director of Corporate Responsibility

ING U.S. Corporations

Kat Taylor CEO One PacificCoast Bank Corporations

Vibeke Tegneby Sustainability Manager DNB Corporations

Marc van Weede EVP, Global Head of

Sustainability Aegon Corporations

James Vanreusel CFO SPBD Microfinance Corporations

Rebecca Wilkinson Asst. Vice President State Street Corporation Corporations

Stephen Young Global Executive Director Caux Round Table Corporations

Mary Abad Investment Specialist/Banker

Citigroup Market Participant (Investors, Research Analysts, Exchanges)

Bruno Bastit Senior SRI and Sustainability Analyst

Hermes Fund Manager Market Participant (Investors, Research Analysts, Exchanges)

Nicholas Bernhardt Managing Director EcoBizCheck Market Participant (Investors, Research Analysts, Exchanges)

Bruno Bertocci Head of Sustainable Equities

UBS Securities Market Participant (Investors, Research Analysts, Exchanges)

Derek Bingham VP GS Sustain Goldman Sachs Market Participant (Investors, Research Analysts, Exchanges)

Herbert Blank Senior Consultant S-Network LLC Market Participant (Investors, Research Analysts, Exchanges)

Dragomir Boyadzhiev Managing Partner Copula Capital Advisors Market Participant (Investors, Research Analysts, Exchanges)

John Buckley Head of CSR BNY Mellon Market Participant (Investors, Research Analysts, Exchanges)

Michael Bykhovsky CEO Michael Bykhovsky Market Participant (Investors, Research Analysts, Exchanges)

Karla Canavan Commercial Director West Bunge Market Participant (Investors, Research Analysts, Exchanges)

Paul Capuzziello President Capuzziello Wealth

Management Group Market Participant (Investors, Research Analysts, Exchanges)

Hudson Cashdan Partner Glenwood Capital LLC Market Participant (Investors, Research Analysts, Exchanges)

Gaston Ceron Equity Analyst Morningstar Market Participant (Investors, Research Analysts, Exchanges)

Jeffrey Cherry CEO/Managing Partner The Porter Group, LLC Market Participant (Investors, Research Analysts, Exchanges)

Gregory Chiampou Principal Telegraph Hill Advisory Market Participant (Investors, Research Analysts, Exchanges)

Moses Choi VP - CTS Head of Sustainability

Moses Choi Market Participant (Investors, Research Analysts, Exchanges)

Milla Craig Principal Millani Perspectives Market Participant (Investors, Research Analysts, Exchanges)

Rob Daggett CDO Portfolio Administrator USBank Market Participant (Investors, Research Analysts, Exchanges)

Stu Dalheim Vice President, Shareholder Advocacy

Calvert Investments Market Participant (Investors, Research Analysts, Exchanges)

Jean-Philippe Desmartin Head of ESG Research Oddo Securities Market Participant (Investors, Research Analysts, Exchanges)

Suzanne Duncan SVP, Global Head of Research

Suzanne Duncan Market Participant (Investors, Research Analysts, Exchanges)

Nicholas Elfner Director of Corporate Bond Research

Breckinridge Capital Advisors Market Participant (Investors, Research Analysts, Exchanges)

Paul Ellis Owner Paul Ellis Market Participant (Investors, Research Analysts, Exchanges)

Ralf Frank Secretary General DVFA Market Participant (Investors, Research Analysts, Exchanges)

Amberjae Freeman ESG Analyst RBC Market Participant (Investors,

Research Analysts, Exchanges)

Seth Freeman CEO and Chief Investment Officer

EM Capital Management Market Participant (Investors, Research Analysts, Exchanges)

Gunnar Friede Director/Senior Portfolio Manager

Deutsche Bank Market Participant (Investors, Research Analysts, Exchanges)

Shin Furuya VP, Responsible Investment Research

Domini Social Investments, LLC

Market Participant (Investors, Research Analysts, Exchanges)

Diane Glossman Diane Glossman Market Participant (Investors, Research Analysts, Exchanges)

Wayne Gordon Strategist Wayne Gordon Market Participant (Investors, Research Analysts, Exchanges)

Michael Grossman Director New Island Capital Management


Matthew Haigh Dr. University of London Market Participant (Investors, Research Analysts, Exchanges)

Lakhbir Hayre Lakhbir Hayre Market Participant (Investors, Research Analysts, Exchanges)

R. Paul Herman CEO / Founder HIP Investor Market Participant (Investors, Research Analysts, Exchanges)

Gerrit Heyns Partner Osmosis Investment Management


Marc Iarchy Partner Phoenix Corporate Finance Partners


Nicolas Jacob Senior Analyst Oddo Securities Market Participant (Investors, Research Analysts, Exchanges)

Adam Kanzer Managing Director and General Counsel

Domini Social Investments, LLC


John Katovich Founder and President John Katovich Market Participant (Investors,


David Katz COO Compass North Advisors Market Participant (Investors, Research Analysts, Exchanges)

Tanya Khotin Portfolio Manager Hugo Neu Market Participant (Investors, Research Analysts, Exchanges)

Christoph Klein Managing Director DB Advisors Market Participant (Investors, Research Analysts, Exchanges)

John Knox Managing Director John Knox Market Participant (Investors, Research Analysts, Exchanges)

Reginald-Michel

Koizumi SRI Analyst Sustainalytics Market Participant (Investors, Research Analysts, Exchanges)

Gwen Le Berre Vice President Gwen Le Berre Market Participant (Investors, Research Analysts, Exchanges)

Leland Lehrman Partner Leland Lehrman Market Participant (Investors, Research Analysts, Exchanges)

stephanie leighton Portfolio Manager Trillium Asset Management, LLC


Anson Liu VP Heng Long International Co. Ltd.


Steve Loren Chair, Sustainable Investing Committee

NYSSA Market Participant (Investors, Research Analysts, Exchanges)

Michael Lucente Managing Member self-employed Market Participant (Investors, Research Analysts, Exchanges)

Tim MacDonald Principal Partnership Architect

Stonebridge Partners Market Participant (Investors, Research Analysts, Exchanges)

Rebecca Maclean Senior Research Analyst Trucost Market Participant (Investors, Research Analysts, Exchanges)

Seth Magaziner Investment Analyst Trillium Asset Management,

LLC Market Participant (Investors, Research Analysts, Exchanges)

Divya Mankikar Vice President Trucost PLC Market Participant (Investors, Research Analysts, Exchanges)

Andy Mason SRI Analyst Standard Life Investments Market Participant (Investors, Research Analysts, Exchanges)

Mary Jane McQuillen Managing Director & Portfolio Manager

ClearBridge Investments Market Participant (Investors, Research Analysts, Exchanges)

David Meyers Principal Green Ant Advisors Market Participant (Investors, Research Analysts, Exchanges)

Mel Miller Chief Economist First Affirmative Financial Network


Andrew Mitchell Research Analyst Independent Market Participant (Investors, Research Analysts, Exchanges)

Doug Morrow VP, Research Corporate Knights Market Participant (Investors, Research Analysts, Exchanges)

Matt Moscardi Senior Analyst MSCI Market Participant (Investors, Research Analysts, Exchanges)

Pierre-Henri Moulard Director Ennesys Market Participant (Investors, Research Analysts, Exchanges)

Dennak Murphy Director SEIU Capital Stewardship Market Participant (Investors, Research Analysts, Exchanges)

Michael Muyot President CRD Analytics Market Participant (Investors, Research Analysts, Exchanges)

Nnena Nkongho Director Lache Management Services Market Participant (Investors, Research Analysts, Exchanges)

Patricia Nwobodo Executive Savannah Bank PLC Market Participant (Investors, Research Analysts, Exchanges)

Shirley Peoples Senior Sustainability Analyst Calvert Investments Market Participant (Investors,


Maclovio Pina Analyst Morningstar Market Participant (Investors, Research Analysts, Exchanges)

Alfonso Ponce Senior Manager Deloitte Market Participant (Investors, Research Analysts, Exchanges)

Andrea Psoras Analyst NYSSA Market Participant (Investors, Research Analysts, Exchanges)

Saima Qadir Consultant Saima Qadir Market Participant (Investors, Research Analysts, Exchanges)

Keren Raz Associate Keren Raz Market Participant (Investors, Research Analysts, Exchanges)

Tames Rietdijk CEO Bright Exchange Market Participant (Investors, Research Analysts, Exchanges)

Max Rutten Managing Partner Max Rutten Market Participant (Investors, Research Analysts, Exchanges)

Melissa Sage Package Underwriting Specialist

SJA Agency Market Participant (Investors, Research Analysts, Exchanges)

Nidhi Shandilya Assistant Vice President State Street Corporation Market Participant (Investors, Research Analysts, Exchanges)

Juan Pablo Sierra Capital Markets Specialist Juan Pablo Sierra Market Participant (Investors, Research Analysts, Exchanges)

James Sinegal Director Morningstar Market Participant (Investors, Research Analysts, Exchanges)

Kate Starr Vice President, Capital Deployment

F.B. Heron Foundation Market Participant (Investors, Research Analysts, Exchanges)

Mirjam Staub-Bisang Dr. Independent Capital Management AG


Hideki Suzuki ESG Analyst Bloomberg LP Market Participant (Investors,


Lisa Tamayo-Kennedy

President investorMetrix Market Participant (Investors, Research Analysts, Exchanges)

Michael Van Patten Founder & President Mission Markets Market Participant (Investors, Research Analysts, Exchanges)

Shelina Virani Principal YRisk Lending Academy Market Participant (Investors, Research Analysts, Exchanges)

Dale Wannen Portfolio Manager/Investment Advisor

Harrington Investments Market Participant (Investors, Research Analysts, Exchanges)

Steve Waygood Chief Responsible Investment Officer

Aviva Investors Market Participant (Investors, Research Analysts, Exchanges)

Daniel Werner Equity Analyst Morningstar Market Participant (Investors, Research Analysts, Exchanges)

Alison Williams Analyst Alison Williams Market Participant (Investors, Research Analysts, Exchanges)

Seth Wilson Chief Risk Officer NASDAQ Market Participant (Investors, Research Analysts, Exchanges)

Michael Wong Equity Analyst Morningstar Market Participant (Investors, Research Analysts, Exchanges)

Yuki Yasui Officer in Charge UNEP FI Market Participant (Investors, Research Analysts, Exchanges)

Alan Zimmermann Analyst Macquarie Market Participant (Investors, Research Analysts, Exchanges)

Simon Abrams Senior Manager Ernst & Young Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Francisco Acuna CEO InTrust Global Investments Public Interest & Intermediaries

(Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Gregg Anderson Director Crowe Horwath LLP Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Eduardo Atehortua Senior Consultant Deloitte Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Sonay Aykan Research Associate New Jersey Institute of Technology

Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Brian Benn Principal Environmental Financial Solutions, LLC


Susan Blesener Founder and Managing Partner

The Art of Value Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Jon Bosco Partner eDelta Consulting Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Barbara Brown Principal BrownFlynn Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Eileen Brown Financial Advisor Water Tower Financial Partners


Pål Brun Director Ernst & Young Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Benedict Buckley Research Analyst World Resources Institute Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Catherine Chong PhD Student University of Bath Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Ben Collins Research and Policy Campaigner

Rainforest Action Network Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Steven Crane Core Faculty Presidio Graduate School Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Mary Beth Farrell Principal Mary Beth Farrell Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

John Finisdore Principal Sustainable Flows Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Gil Friend CEO Natural Logic Public Interest & Intermediaries


Yoshihiro Fujii Visiting Scholar for Center on Japanese Economy and Business in Columbia Business School

Sophia University Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Louise Gardiner Owner First Principles Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Charles Gates Managing Director eDelta Consulting Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Ann Goodman President Telesys Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Julia Gordon Director, Housing Finance and Policy

American Progress Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

James Hawley Professor St. Mary's College Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Estella He MBA Candidate Thunderbird School of Global Management


Philip Henderson Senior Financial Policy

Specialist NRDC Public Interest & Intermediaries


Nicolas Hennebert Partner Nicolas Hennebert Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Axel Hesse Dr SD-M GmbH Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Aram Hong Senior Ernst & Young Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Myra Jefferson Managing Principal Lion-S Financial Group, LLC Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

James Jones Director - Katie School of Insurance

Illinois State University Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Sayer Jones Lead Accountant Meyer Memorial Trust Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Cary Krosinsky Founding Director Carbon Tracker Initiative Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Rina Kupferschmid CEO ESG Analytics Ltd Public Interest & Intermediaries


Katherine Lampen Senior Manager Deloitte Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Andrew Logan Director, Oil Industry Program

CERES Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Linda Lowson CEO, Esq CSR Insight, LLC Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Phillip Ludvigsen Director, Carbon Advisory KPMG Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Marc Marano Investment Banker Canaccord Genuity Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

John Matthews Assistant Professor Villanova University Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Mark Mellen Manager Mark Mellen Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Devika Modak Sr. Consultant, Financial

Services Navigant Consulting LLC Public Interest & Intermediaries


Bonny Moellenbrock Executive Director Investors' Circle Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Andrea Moffat Vice President, Corporate CERES Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Karl-Heinz Morrow Consultant Carlisle & Gallagher Consulting Group


Igor Oliveira Consultant Dinamus Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Sara Olsen President and CEO SVT Group Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Julia Philpott Senior Manager, Global Solutions

Julia Philpott Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Joy Poland President Building Bridges 2012 Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Veena Ramani Director, Corporate Program CERES Public Interest & Intermediaries


Christine Rhodes Manager - Climate Change and Sustainability

Ernst & Young Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Christine Robinson Senior Manager Christine Robinson Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Stefan Ruegg Senior Manager AccountAbility Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Michael Sadowski Vice President SustainAbility Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Roberto Salazar-Cordova

President S2M Foundation Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Thomas Scheiwiller Director AccountAbility Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Michael Schoenberger Enterprise Risk Management

Fannie Mae Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Mark Serwinowski President and Founder MetaVu Public Interest & Intermediaries


Gregg Sgambati President New Jersey Captive Insurance Association


Edward Soule Associate Professor Georgetown University Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Coro Strandberg Principal Strandberg Consulting Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

John Sundy Compliance Manager ValuAmerica Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Gabriel Thoumi Senior Fellow Integra LLC Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Mark van Clieaf Managing Director MVC International Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Cornis Van Der Lugt Senior Fellow Stellenbosch University Business School


Andrew Whitmean Director Manomet Center for

Conservation Sciences Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

Joanie Zysk Cost Accountant Joanie Zysk Public Interest & Intermediaries (Gov't, NGOs, Academics, Accountants, Auditors, Consultants)

participants in sasb s industry working groups for the ...€¦ · participants in sasb’s...

Documents