Value Reporting Foundation

2020 Symposium

Recordings of the live and library sessions will be available within Swapcard to Symposium registrants until February 28, 2021. We hope to see you at the 2021 SASB Symposium.

2020 SASB Symposium Format

At the virtual SASB Symposium, join us for:

  • Half-day live program: During this half day live session, international speakers will discuss significant progress towards a unified global system for sustainability disclosure and a vision for the future.
  • Workshops: Three interactive workshops (one on the changing regulatory landscape, one on corporate implementation, and a corporate-investor dialogue) will feature presentations by guest speakers and smaller group breakout sessions. (Each workshop limited to the first 125 attendees)
  • Standard-Setting Deep Dive: These sessions will provide an overview of SASB’s standard-setting process and opportunities to provide feedback as the standards evolve, as well as answer audience questions.
  • On-demand content: The content library will feature digestible, engaging interviews with and presentations by experts in the field on topics including corporate implementation, investor use of ESG data, new research in the field, and SASB’s standard-setting projects. The content library will be available through the month of December.

Previous Year’s Agendas: 2019 / 2018 / 2017 / 2016

2020 SASB Symposium Agenda

Agenda for Main Session

December 1, 9:00am-1:00pm EST

9:00 – 9:02: Welcome from the Host

9:02 – 9:30: Opening Keynote: A Vision for Resilient & Sustainable Capital Markets

  • Brian Moynihan, CEO, Bank of America
  • Larry Fink, CEO, BlackRock
  • Moderator: Janine Guillot, CEO, SASB


9:45 – 10:30 International Summit: Toward a Global System for Non-Financial Disclosure

  • Alain Deckers, Head of Unit, European Commission, DG FISMA
  • Erkki Liikanen, IFRS Foundation Trustees Chair
  • Erik Thedéen, Chair of the Task Force on Sustainable Finance, IOSCO
  • Makoto Sonoda, Director for International Accounting and Director for International Capital Market Regulation, FSA Japan
  • Allison Lee, Commissioner, US Securities and Exchange Commission
  • Moderator: Mary Schapiro, Vice Chair for Global Public Policy, Bloomberg; Head of the TCFD Secretariat; Former Chair, US SEC


10:40 – 11:20: From Alphabet Soup to Unified System

Part I: 10:40-10:50

  • Janine Guillot, CEO, SASB
  • Charles Tilley, CEO, IIRC

Part II: 10:50-11:20

  • Janine Guillot, CEO, SASB
  • Charles Tilley, CEO, IIRC
  • Paul Simpson, CEO, CDP
  • Eric Hespenheide, Chairman of the Board of Directors, GRI
  • Mardi McBrien, Managing Director, CDSB
  • Moderator: Bob Eccles, Visiting Professor of Management Practice, Saïd Business School


11:30 – 12:15: Lightning Round: Spotlight on a Dynamic Ecosystem

  • Investor: Eivind Lorgen, CEO & President, North America, Nordea Asset Management
  • Investor: Mamadou-Abou Sarr, President, V-Square Quantitative Management
    Standard setter: Jeffrey Hales, Chair, SASB Standards Board
  • Company: Esther An, Chief Sustainability Officer, City Developments Limited
  • Company: Alexsandro Broedel, Group Finance Director, Itau-Unibanco
  • Company: Marissa Pagnani McGowan, Senior Vice President, Corporate Responsibility at PVH Corp
  • Audit firm: Maura Hodge, National Partner in Charge, Impact and ESG Assurance, KPMG
  • Data provider: Marija Kramer, Head of ISS ESG Business, ISS ESG
  • MC: Nicolai Lundy, Director of Market Outreach & Partnerships, SASB


12:30 – 1:00pm: Closing Keynote: Global Investor Momentum: Why ESG is no longer an optional-long-term strategy

  • Cyrus Taraporevala, President & Chief Executive Officer, State Street Global Advisors
  • Margaret Franklin, President & CEO, CFA Institute
  • Moderator: Robert Steel, Chairman, Perella Weinberg Partners

On-Demand Library Content

(Subject to change)

The Symposium content library will feature digestible, engaging videos from leading experts. Content in the library will be available for Symposium registrants to access between November 30-February 28.

Corporate Implementation Spotlight: TEPCO

  • Yuki Tomita, ESG Communication Group Manager

Corporate Implementation Spotlight: Walmart

  • Lauren Magnusson, Director, ESG, Trust and Transparency

Driving ESG Within a Company: Key Players in Action

  • Governance Officer: Board oversight of ESG
    • Keir Gumbs, Associate General Counsel, Global Corporate, M&A and Securities, Deputy Corporate Secretary, Uber Technologies
    • Darla Stuckey, President & CEO, Society for Corporate Governance
  • CFO: Breaking down the silos between finance and sustainability
    • Graeme Pitkethly, CFO, Unilever
    • Jessica Fries, Executive Chairman, A4S
  • IR OfficerHow IR can be a leader in a corporation’s ESG nexus
    • Ed Egl, Senior Director, Investor Relations, Waste Management
    • Gary LaBranche, President & CEO, NIRI
  • Sustainability Officer: Deciding what to report
    • Yafit Cohn, Vice President, Chief Sustainability Officer and Group General Counsel, The Travelers Companies, Inc.
    • Joel Makower, Chairman & Executive Editor, GreenBiz
  • Accounting OfficerGetting the data right
    • Chris Power, Senior Manager, Technical Accounting & SEC Reporting, Salesforce
    • Vrushali Gaud, Director, ESG & Sustainability Services, PwC

ESG Integration Spotlight: Temasek

  • Chin-Yee Png, Deputy Chief Financial Officer; Head, Financial Services, Temasek

ESG Integration Spotlight: Danske Bank

  • Antti Malava, Chief ESG Analyst, Danske Bank
  • Thomas Fabricius, Chief ESG Analyst & Senior Portfolio Manager, Danske Bank

ESG Integration Spotlight: Goldman Sachs Asset Management Tokyo

  • Chris Vilburn, Head of Asia Stewardship, Goldman Sachs Asset Management Tokyo

ESG Integration Spotlight: Generation

  • Lila Preston, Co-Head of the Growth Equity Strategy, Generation

ESG Integration Spotlight: Partners Group

  • Nicole Kenny, ESG & Sustainability Americas, Partners Group

How do Investors use ESG Data and Ratings?

  • John Hoeppner, Head of US Stewardship and Sustainable Investments, Legal & General Investment Management America
  • Bruno Bertocci, Managing Director, Head of Sustainable Equities, UBS

External Research Spotlight: Hakan Lucius

  • Hakan Lucius, Head of Corporate Responsibility and Civil Society Division, European Investment Bank

External Research Spotlight: Witold Henisz

  • Witold Henisz, Deloitte & Touche Professor of Management, The Wharton School, The University of Pennsylvania

External Research Spotlight: Costanza Consolandi

  • Costanza Consolandi, Associate Professor of Corporate Finance, University of Siena

External Research Spotlight: George Serafeim

  • George Serafeim, Charles M. Williams Professor of Business Administration, Harvard Business School

SASB Internationalization Advancement Project

  • Susanne Stormer, Chief Sustainability Advisor, Vice President, Novo Nordisk; incoming member of the SASB Standards Board
  • Anton Gorodniuk, Lead Analyst – Financials, SASB

SASB Climate Risk Research

  • David Parham, Director of Research – Projects, SASB

SASB Human Capital Research

  • Kelli Okuji Wilson, Analyst, Sector Lead – Health Care, SASB
  • David Parham, Director of Research – Projects, SASB


(Subject to change)

**125-person limit per workshop, registration is currently full, but a waiting list is available**

A Changing Landscape: International Movement on ESG Disclosure (EMEA time zone focus)
November 30: 4pm  5:30 pm CET

  • Janine Guillot, CEO, SASB
  • Charles Tilley, CEO, IIRC
  • Michael Zimonyi, Policy & External Affairs Director, CDSB
  • Pietro Bertazzi, Global Director, Policy Engagement, CDP
  • Eric Hespenheide, Chairman of the Board of Directors, GRI
  • Moderator: Clara Barby, Chief Executive, IMP

Corporate Implementation: Lessons Learned (APAC time zone focus)

December 1: 10:30am  12 pm JST, 12:30pm  2 pm AEST

  • Amar Gill, Head of Investment Stewardship for Asia Pacific, BlackRock
  • Victoria Tan, Head of Group Risk Management and Sustainability Unit, Ayala
  • Terence Jeyaretnam, Partner, Climate Change and Sustainability Services, EY
  • Fiona Wild, Vice President, Sustainability and Climate Change, BHP
  • Moderator: Neil Stewart, Director of Corporate Outreach, SASB

Corporate Investor Dialogue: Sharing Perspectives (Americas time zone focus)

December 1: 1pm-2:30pm PST, 4pm-5:30pm EST

  • Jay Eisenhardt, Investment Product Management – Sustainable Investing, Northern Trust Asset Management
  • Richard Manley, Managing Director, Head of Sustainable Investing | Active Equities, Canada Pension Plan Investment Board
  • Kirsty Jenkinson, Sustainable Investment and Stewardship Strategies Investment Director, CalSTRS
  • Drew Hambly, Executive Director, Corporate Governance, Morgan Stanley Investment Management
  • Moderator: Katie Schmitz Eulitt, Director of Investor Outreach, SASB

Standard-Setting Deep Dives

Learn more about SASB’s standard-setting process and how stakeholder feedback plays a vital role in the evolution of the standards. Each session includes a live Q+A.

  • EU time zone focus (November 30, 2:30 pm–3:30 pm CET)
    • Marvin Smith, Director of Stakeholder Outreach, SASB
    • Gail Glazerman, Analyst, Sector Lead – Resource Transformation and Renewable Resources, SASB
    • Marc Siegel, Partner, EY, Standards Board Member, SASB
    • Ulla Paajanen, SVP, Head of Investor Relations, Stora Enso
  • APAC time zone focus (December 1, 9am–10 am JST, 11am–12pm AEST)
    • Marvin Smith, Director of Stakeholder Outreach, SASB
    • Devon Bonney, Associate Analyst, SASB
    • Jeffrey Hales, Chair of the Standards Board, SASB
    • Tonya Lagastra, Senior Director, Corporate Social Responsibility, Loblaw Companies Limited
  • Americas time zone focus (December 1, 11am–12pm PST, 2 pm–3pm EST)
    • Marvin Smith, Director of Stakeholder Outreach, SASB
    • Greg Waters, Analyst, Sector Lead – Technology & Communications, SASB
    • Verity Chegar, Co-Vice Chair of the Standards Board, SASB
    • Deborah Koch, Senior Vice President, Northern Trust

2020 Speakers

Laurence D. Fink
Chairman and Chief Executive Officer
BlackRock, Inc.

Laurence D. Fink is Founder, Chairman and Chief Executive Officer of BlackRock, Inc. He and seven partners founded BlackRock in 1988, and under his leadership, the firm has grown into a global leader in investment and technology solutions to help investors build better financial futures. Today, BlackRock is trusted to manage more money than any other investment firm in the world. Mr. Fink has been named one of the “World’s Greatest Leaders” by Fortune, and Barron’s has named him one of the “World’s Best CEOs” for 14 consecutive years.

Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation.

He serves as a member of the Board of Trustees of New York University (NYU) and the World Economic Forum, and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. In addition, he serves on the boards of the Museum of Modern Art and the Council on Foreign Relations. He also serves on the Advisory Board of the Tsinghua University School of Economics and Management in Beijing and on the Executive Committee of the Partnership for New York City. Mr. Fink earned an MBA with a concentration in real estate from the University of California at Los Angeles (UCLA) in 1976 and a BA in political science from UCLA in 1974.

Margaret Franklin, CFA
President and CEO
CFA Institute

Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016. Prior to joining BNY Mellon, Margaret held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto.

She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

She is also a member of the Michael Garron Hospital Foundation Board. Margaret earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.

Janine Guillot
Chief Executive Officer

Janine Guillot is the Chief Executive Officer at SASB. As CEO, Ms. Guillot is a member of the SASB Foundation Board and is responsible for setting the overall enterprise strategy and the oversight of all staff, programs, and activities of SASB to achieve its mission and objectives. She is responsible for leading the pursuit of global business development opportunities, facilitating global adoption of the SASB standards, and maintaining collaborative relationships across the sustainability disclosure field.

Prior to joining SASB, Ms. Guillot had more than 25 years of experience in operating, strategy, risk management and finance roles in financial services. She served as Chief Operating Investment Officer for the California Public Employees’ Retirement System (CalPERS) and held senior leadership positions at Barclays Global Investors, Bank of America, and Incapture LP. At Barclays Global Investors, she served as Chief Operating Officer for BGI’s European and Global Fixed Income businesses. She began her career in public accounting.

Ms. Guillot holds a bachelor’s degree in Business Administration with a concentration in accounting from Southern Methodist University. She is a member of the Board of Directors of the Marin Agricultural Land Trust and Equilibrium Capital. She serves on the Senior Advisory Board at the Center for Responsible Business at UC Berkeley’s Haas School of Business and on the Advisory Board of Blockchain Coinvestors. She is a former member of the FDIC’s Systemic Resolution Advisory Committee.

Brian Moynihan
Chairman of the Board, Chief Executive Officer
Bank of America

Brian Moynihan leads a team of more than 200,000 employees dedicated to making financial lives better for people, companies of every size, and institutional investors across the United States and around the world.

Bank of America is recognized as a top employer by Working Mother magazine and Military Times. The company is also listed on Fortune magazine’s list of the Best Workplaces for Diversity and the Best Workplaces for Parents. It was also named one of the Best Places to Work for Disability Inclusion by the U.S. Business Leadership Network and the American Association of People with Disabilities. In 2018, Euromoney recognized Bank of America as the World’s Best Bank and the World’s Best Bank for Diversity and Inclusion, as part of their annual Global Awards for Excellence. Bank of America was also named the 2019 Catalyst Award winner, honored for supporting the continued development, empowerment and advancement of women in the company and around the world.

Moynihan participates in several organizations that focus on economic and market trends, including the World Economic Forum International Business Council, the Financial Services Forum, the Bank Policy Institute (chair), the Business Roundtable, and the American Heart Association CEO Roundtable (co-chair). He is also a member of the Federal Advisory Council of the Federal Reserve Board.

Moynihan leads the company’s Global Diversity and Inclusion Council and is a member of the museum council for the Smithsonian’s National Museum of African American History and Culture. Moynihan is also a member of the Brown University Corporation’s Board of Fellows and the Congressional Medal of Honor Foundation Board.

Cyrus Taporevala
President and Chief Executive Officer
State Street Global Advisors

Cyrus Taraporevala is the president and chief executive officer of State Street Global Advisors, the investment management arm of State Street Corporation. State Street Global Advisors provides disciplined investment solutions spanning both indexing and active strategies to many of the world’s largest and most sophisticated investors. Cyrus is also a member of State Street Corporation’s Management Committee, the company’s most senior strategy- and policy-making team.

Prior to this role, Cyrus was the head of the Global Institutional Group at State Street Global Advisors, where he was responsible for leading the global client-facing, product and marketing teams delivering State Street Global Advisors’ capabilities to institutional investors around the world.  Cyrus has more than 30 years of experience in asset management. Prior to joining State Street Global Advisors in 2016, he led Fidelity Investments’ Retail Managed Accounts and Life Insurance and Annuities businesses.

Cyrus received his bachelor’s degree from Sydenham College, University of Bombay and Master of Business Administration degree from Cornell University’s Johnson Graduate School of Management. In 2019, he joined the New York Stock Exchange Board Advisory Council as a founding member. The council proactively addresses the critical need for inclusive leadership by connecting diverse candidates with companies seeking new directors. He also serves as an ex-officio board member of The Trustees of Reservations, a Massachusetts-based non-profit conservation organization.

Robert Steel
Perella Weinberg Partners

Robert K. Steel is a Chairman of Perella Weinberg Partners. From June 2010 until December 2013, Mr. Steel served as Deputy Mayor for Economic Development for The City of New York in the administration of Mayor Michael R. Bloomberg, where he was responsible for the administration’s economic development strategy, job-creation efforts and major redevelopment projects, as well as its efforts to expand job training, strengthen small business assistance, promote new industries, diversify the economy, and advance the New Housing Marketplace Plan. Prior to his 2010 appointment as Deputy Mayor, Mr. Steel was the President and CEO of Wachovia. From 2006 to 2008, he was the Under Secretary for Domestic Finance at the U.S. Department of the Treasury. Prior to entering government service, he spent nearly 30 years at Goldman Sachs, ultimately rising to become co-head of the U.S. Equities Division and Vice Chairman of the firm.

Mr. Steel is a graduate of Duke University and The University of Chicago’s Booth School of Business, and has distinguished himself as Chairman of Duke’s Board of Trustees, Chairman of The Aspen lnstitute’s Board of Trustees, a Senior Fellow at the John F. Kennedy School of Government at Harvard University, a member of the FDIC Advisory Committee on Economic Inclusion, Chairman of The After-School Corporation, and Co-Founder of SeaChange Capital Partners, an organization dedicated to helping nonprofits grow. Mr. Steel serves on the Board of Trustees for the Hospital for Special Surgery, The Morgan Library & Museum and The Rockefeller University, and is a member of the Board of Directors of Lincoln Center for the Performing Arts.

Expert Speakers

Esther An
Chief Sustainability Officer
City Developments Limited (CDL)

An active advocate for green building and sustainability for over two decades, Esther has been instrumental in establishing CDL’s leadership in sustainability.  It is ranked top real estate company on the 2020 Global 100 Most Sustainable Corporations in the World and is also the only CDP A-List company for climate strategy and water security in SE Asia.  Key ESG initiatives she has spearheaded include publishing the first sustainability report in Singapore in 2008; issuing the first green bond by a Singaporean company in 2017 and pioneering an SDG Innovation Loan in Singapore in 2019.  A forerunner in embracing the UN SDGs, Esther was conferred 2018 SDG Pioneer for Green Infrastructure and A Low Carbon Economy by the UN Global Compact. She was also recently appointed Chairperson of Asia Pacific Real Estate Association’s Sustainability and ESG Committee and Co-Chair of Urban Land Institute Singapore’s Sustainability Product Council.

Clara Barby
Chief Executive

Clara is currently serving as Chief Executive of the Impact Management Project, a forum for building global consensus on how to measure and manage impact. Clara is on secondment from Bridges Fund Management, where she led the firm’s impact strategy throughout the investment cycle and across all fund types. In addition to growing impact through Bridges’ own funds, Clara led the firm’s research and development efforts to promote the growth of the wider sustainable and impact investment sector.

Prior to Bridges, Clara focused her career on investing in innovative high-impact businesses – most recently on the management team of an India-based healthcare chain and Acumen portfolio company. Clara previously worked for Acumen’s Capital Markets team in New York where she played a lead role in designing an innovative investment vehicle and later co-led the Acumen energy portfolio in India. Before Acumen, Clara worked in Colombia, promoting socially responsible investment.

Clara holds a BA (Hons) in Greats from Oxford University and an MBA from INSEAD.

Pietro Bertazzi
Global Director Director, Policy Engagement

Bio forthcoming.

Bruno Bertocci
Managing Director, Head of Sustainable Investors

Bruno is the Team Head of the Global Sustainable Equities team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio. He is a member of the UBS Sustainability Council and is based in Chicago.

Bruno has led the development of the team’s distinctive approach from a negative screening to positive screening process since December 2007, when he became lead Portfolio Manager of the Global Sustainable Equity portfolio.

Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham.

Previously, his positions included regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Before assuming these roles, Bruno was based in London, then Hong Kong, as manager of that firm’s foreign offices. Bruno began his career at T.Rowe Price Associates as a US equity analyst.

Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Institutional Advisory Group for SASB (Sustainability Accounting Standards Board) as well as the Task Force on Climate-related Financial Disclosures.

Devon Bonney
Associate Analyst

Devon Bonney is an Associate Analyst working on standards research across sectors. Previously, Ms. Bonney worked in environmental health for the Commonwealth of Massachusetts. Ms. Bonney holds an MBA from the University of North Carolina and a Master of Environmental Management from Duke University along with a Certificate in Sustainable Enterprise. Ms. Bonney also holds a B.A. in Politics from Bates College.

Alexsandro Broedel Lopes
Group Finance Director

Alexsandro Broedel is Executive Finance Director at Itau Unibanco in Brazil and Trustee of the IFRS Foundation. Before assuming his position at Itau in 2012 he was a Commissioner of the Brazilian Securities and Exchange Commission. Alexsandro is a Chartered Management Accountant (FCMA, CGMA) and has PhD in Accounting and Finance from the Manchester Business School.

Verity Chegar
Vice Chair
SASB Standards Board

Verity Chegar is Vice Chair of the SASB Standards Board. Since 2011, her work has focused on sustainable investing. At BlackRock, she integrated ESG into investment processes for public and private investment teams across equity and fixed income and alternative asset classes, and advanced the consideration of material environmental and social issues for engagement and proxy voting teams. At Allianz Global Investors, Ms. Chegar analyzed the sustainability performance and outlook of global technology and global healthcare companies for investment implications. Prior to 2011, she served in portfolio management roles for firms advising on public equity strategies for institutional and high net worth clients.

Yafit Cohn
Vice President, Chief Sustainability Officer and Group General Counsel

Yafit Cohn is Vice President, Chief Sustainability Officer and Group General Counsel at The Travelers Companies, Inc., where she is focused on developing the company’s environmental, social and governance (ESG) engagement and communications strategies, as well as implementing other “special projects” for senior management. Since joining Travelers in September 2017, Yafit has helped guide the company through the evolving ESG landscape and has led the company’s effort to produce its first comprehensive and integrated sustainability report. Yafit is a member of Travelers’ ESG and Disclosure Committees and serves as the first Chair of the Society for Corporate Governance’s Sustainability Practices Committee. In 2019, Yafit was named on the list of 2020 Insurance Executives to Watch by Risk & Insurance, and in both 2019 and 2020.=

Before joining Travelers, Yafit was Counsel in Simpson Thacher’s New York office and a member of the Public Company Advisory Practice, where she advised public companies, corporate management and boards of directors on a broad array of issues pertaining to securities law and corporate governance.

Yafit has a Juris Doctor degree from Columbia Law School, where she was a Harlan Fiske Stone scholar, and a Bachelor of Art degree in Political Science, summa cum laude, from Columbia College.

Costanza Consolandi
Associate Professor of Corporate Finance
University of Siena

Costanza Consolandi, PhD is Associate Professor of Corporate Finance at the University of Siena, where she teaches undergraduate courses in corporate finance and graduate courses in corporate valuation.

She is member of the Steering Committee of the MSc in Finance and member of the University Board of Directors.  She is external SDG expert for KKS Advisors since 2019 and consultant for the investment area of MAPFRE, the largest Spanish insurance group, since 2017. In the last years, her research has focused primarily on finance and sustainability.

Alain Deckers
Head of Unit
European Commission, DG FISMA

Alain Deckers has over 20 years of experience in public service at the European Commission. He has been responsible for policy reviews and policy development in areas including trade in goods, environmental policy, public procurement and financial services regulation.

He currently heads a team of responsible for corporate reporting, including both financial and non-financial reporting; audit; and credit rating agencies as part of DG Financial Stability, Financial Services and Capital Markets Union. He is also the Vice-Chairman of the European Lab @EFRAG Steering Group.

Alain graduated in physics and holds a masters in the economics of technical change, both from the University of Manchester (UK).

Bob Eccles
Visiting Professor of Management Practice
Said Business School, University of Oxford

Robert G. Eccles is a leading authority on corporate purpose and the integration of environmental, social, and governance (ESG) factors in resource allocation decisions by companies and investors. He is also the world’s foremost academic expert on integrated reporting.

Currently Eccles is a Visiting Professor of Management Practice at the Said Business School, University of Oxford where he is engaged in a number of research projects, including the “Enacting Purpose Initiative.” Eccles has been a Visiting Lecturer at the Massachusetts Institute of Technology, Sloan School of Management and was a Berkeley Social Impact Fellow at the Haas School of Business, University of California Berkeley. He was a Professor at Harvard Business School and received tenure in 1989.

Eccles is a Senior Advisor to the Boston Consulting Group and the non-profit Impact Management Project. He is a Co-Chair to “COVID-19 & Inequality: A Test of Corporate Purpose” Initiative. He was the founding Chairman of the Sustainability Accounting Standards Board, and was one of the founders of the International Integrated Reporting Council.

Dr. Eccles received an S.B. in Mathematics and an S.B. in Humanities and Science from the Massachusetts Institute of Technology and an A.M. and Ph.D. in Sociology from Harvard University.

Ed Egl
Senior Director, Investor Relations and Field Finance
Waste Management

Ed Egl is Senior Director of Investor Relations and Field Finance for Waste Management, Inc. He is the Company’s primary liaison for day-to-day inquiries from investors and stock analysts, communicating Waste Management’s business strategy and competitive position in the marketplace. Mr. Egl has been with Waste Management since July 1995, and has been in his current role since March 2011. During his career with the company, he worked his way up through the field operations’ finance and accounting ranks, spending several years in field financial positions, including region controller in the former Southern Group, where he oversaw five states totaling $680 million in annual revenue.

Prior to investor relations, Mr. Egl was the assistant treasurer and corporate director of financial analysis where he worked directly with senior management to provide accurate information on the company’s financial performance and developed reporting tools to manage the operations.

He holds a bachelor’s degree in accounting from Florida State University, an MBA from Tulane University, and is a Certified Public Accountant.

Jay Eisenhardt
Investment Product Management – Sustainable Investing
Northern Trust Asset Management

Bio forthcoming.

Jessica Fries
Executive Chairman
Accounting for Sustainability (A4S)

Jessica Fries is Executive Chairman of The Prince’s Accounting for Sustainability Project (A4S), established by His Royal Highness The Prince of Wales in 2004. She has led A4S since 2008, working with the finance community to catalyze a shift to a sustainable economy, with a focus on practical actions and targeted interventions capable of achieving global change. While at A4S, Jessica has been responsible for establishing the International Integrated Reporting Council (IIRC), as well as A4S’s CFO Leadership Network and capital markets programme.

Previously, Jessica held a number of roles at PwC advising a wide range of companies, governments, investors and not-for-profit organizations. Jessica has written extensively on ways to integrate sustainability into business and finance and has been a member of a number of International, European and UK Government Committees. She is currently a member of the IIRC Governance and Nominations Committee, the Smith School Global Sustainable Finance Advisory Council, the UN Global Assessment Report Advisory Council and the Global Reporting Initiative. Jessica is a chartered accountant, a fellow of the Royal Society of Arts, has an MSc in Economics from the London School of Economics and a BA in Economics from the University of Cambridge.

Thomas Fabricius
Chief ESG Analyst & Senior Portfolio Manager
Danske Bank

Thomas’ primary focus is on co-managing Danske Bank’s recently developed fundamental equity strategy, Global Sustainable Future, and co-developing their ESG Materiality Dashboard, mDASH®, applied by numerous investment teams across asset classes and countries within Danske Bank Asset Management.

Thomas has 5 years of experience in Danske Bank. Prior to this, he has worked in sell-side research at Jyske Bank focusing on global equities and equities trading, as well as in the Investor Relations department at Novo Nordisk. Thomas holds an MSc in Economics and Management from Aarhus University.

Vrushali Gaud
Director, ESG & Sustainability Services

Vrushali is a director with the Sustainability Services at PwC and helps client through ESG assessment, strategy and reporting. Fascinated by the concepts of interconnectivity – across business, nature, society and technology she is committed to helping businesses take impactful actions towards creating value for itself and society as a whole.

She has a 20 years of professional experience across the globe having worked with Fortune 500 companies, academic institutions, industry associations and government bodies. At PwC she helps clients create long term value through an integrated data driven approach to sustainability.

As an International Integrated Council (IIRC) advisor she was actively involved with incubation, adoption and advocacy of non-financial reporting and led training programs across South East Asia. She has represented the IIRC as a speaker and technical expert at conferences, roundtables and committees in Asia.

Vrushali has a M.Sc. in Industrial Engineering from University of Wisconsin, Madison and a M.B.A from Kelley University, USA. She is on the judging panel of Asian Sustainability Reporting awards and a mentor for the Lila Poonwalla Foundation supporting underprivileged women pursue advanced degrees in engineering and sciences.

Amar Gill
Head of Investment Stewardship for Asia Pacific

Amar Gill is Managing Director and Head of Investment Stewardship in APAC for BlackRock, joining the company in 2018. He worked for 22+ years with a leading regional securities company, CLSA, an industry leader for independent equities research. Gill was Head of Research for Malaysia, subsequently for Hong Kong, went on to be regional head for thematic research and thereafter was appointed Head of Asia Research. He had a stint in investment banking at CLSA-CITICS before leaving the group in September 2018.

Gill has been a pioneer in corporate governance research, writing nine regional reports over 2001 to 2014 for CLSA working in collaboration with the Asian Corporate Governance Association (ACGA). Representing CLSA, Gill has been a council member of ACGA over 2005-09.

After graduating with First Class Honours in Philosophy, Politics and Economics, Gill did a Masters course in Philosophy majoring in Ethics also at Oxford University, England. He worked earlier in foreign exchange with Chemical Bank in Singapore (subsequently acquired by Chase Manhattan) before starting his career in equities research. He is presently also on the Asia advisory council of the Young Investors Society.

Gail Glazerman
Analyst, Sector Lead – Resource Transformation and Renewable Resources

Ms. Glazerman is a Sector Analyst covering Resource Transformation and Renewable Resources. Previously, she was an equity analyst at Roe Equity Research and Executive Director in UBS’ Investment Research Department, where she frequently collaborated with the ESG research team. Prior to working in equities, she was a municipal bond analyst. Ms. Glazerman has global perspective and extensive industry knowledge. Ms. Glazerman is a CFA, and earned an MBA in finance from New York University’s Stern School of Business and a BA in economics from Haverford College. In 2015 she was ranked #1 overall US stock picker by Reuters StarMine. In 2012, the Financial Times included her in their list of the top 10 US stock pickers. Additionally, she has ranked in Institutional Investor’s All America and Global research teams multiple times over the span of her career.

Anton Gorodniuk, CFA
Analyst, Sector Lead – Financials

Anton Gorodniuk leads standards development for the Financials sector at SASB. His role is centered around research and engagement with corporate entities and investors to inform decision-usefulness and technical robustness of the standards’ content. Mr. Gorodniuk comes from finance and business management background, and has an MBA in Capital Markets from the University of Alaska, Fairbanks and a Bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia. He is a CFA Charterholder. Prior to joining SASB in 2013, Mr. Gorodniuk conducted equity research on selected financial services companies at Allianz Global Investors in San Francisco as well as quantitative analysis of hedge fund strategies at Crestline Investors, a fund of funds in Fort Worth, Texas.

Keir Gumbs
Associate General Counsel, Global Corporate, M&A and Securities, Deputy Corporate Secretary
Uber Technologies

Keir Gumbs is Associate General Counsel, Global Corporate, M&A and Securities, and Deputy Corporate Secretary at Uber Technologies, Inc.  Prior to joining Uber, he was a partner in the corporate and securities practice at Covington & Burling LLP. Keir started his career at the SEC, where he served for six years – first as a staff attorney, later as a Special Counsel in the Office of Chief Counsel in the SEC’s Division of Corporation Finance and finally as counsel to SEC Commissioner Roel Campos.

Keir is recognized as a leading authority on securities regulation and corporate governance who represents a cross-section of constituencies in securities and governance matters, including companies ranging in size from Fortune 50 companies to venture-backed firms, as well as public pension funds, hedge funds, faith-based investors and trade associations.

Jeff Hales
Chair of the SASB Standards Board

Jeffrey Hales teaches at the University of Texas at Austin, where he is the Charles T. Zlatkovich Centennial Professor of Accounting. He is a graduate of the accounting program at Brigham Young University and received his Ph.D. from Cornell University.

His research interests center on accounting standard setting and regulation, individual decision making, and behavioral finance, using techniques from applied game theory, experimental economics, and psychology. His research has appeared in The Accounting ReviewJournal of Accounting ResearchJournal of Accounting and EconomicsReview of Accounting Studies, and the Journal of Financial Economics, among other journals. He currently serves as an editor for Accounting Horizons and Contemporary Accounting Research. He also currently serves on the editorial boards of The Accounting Review and Accounting Organizations and Society. At Georgia Tech, he teaches financial accounting and Ph.D. seminars on behavioral accounting and finance, policy-oriented research in accounting, and the psychology of judgment and decision making.

During the 2009-10 academic year, Dr. Hales was a Research Fellow at the Financial Accounting Standards Board (FASB) in Norwalk, CT. In addition, he currently serves as a member of the FASB’s Financial Accounting Standards Advisory Council (FASAC) and previously chaired the Standards Council for the Sustainability Accounting Standards Board (SASB).

Drew Hambly
Executive Director, Corporate Governance
Morgan Stanley Investment Management

Drew joined Morgan Stanley Investment Management in 2011, where he is responsible for corporate governance policy, proxy voting practices and global stewardship. In this capacity he provides support to portfolio managers across multiple investment groups within MSIM. Drew is chair of the MSIM Proxy Review Committee and a member of the MSIM Sustainability Council. In addition, Drew is a member of the Investor Advisory Group at SASB.

Drew was Vice President of State Street Global Advisors with the SSgA Corporate Governance and Global Proxy Voting. His responsibilities included corporate governance research and analysis across domestic and global investment strategies. He was a member of the SSgA Proxy Review Committee. He was also responsible for corporate governance policy development and implementation along with case-by-case analysis and decisions on governance and shareholder issues.

Drew has worked in stewardship for the past 22 years. Prior to joining SSgA, he worked for the corporate governance group at Moody’s Investor Service and started his stewardship career at the Investor Responsibility Research Center.

Drew graduated with a BA in Economics from American University and earned his MBA from the Weatherhead School of Management at Case Western Reserve University.

Witold Henisz
Deloitte & Touche Professor of Management
The Wharton School, The University of Pennsylvania

Witold J. Henisz is the Deloitte & Touche Professor of Management at The Wharton School, The University of Pennsylvania. He is also Director of the Wharton Political Risk Lab and the founder of the Wharton ESG Analytics Lab. His research examines the impact of political hazards as well as environmental, social and governance factors more broadly on the strategy and valuation of global corporations. This work analyzes best practices in corporate diplomacy to win the hearts and minds of external stakeholders as well as the measurement thereof. It has been published in top-ranked journals in international business, management, international studies and sociology.

Witold is also the author of the book “Corporate Diplomacy: Building Reputations and Relationships with External Stakeholders”. He has won multiple teaching awards and teaches extensively on the topic of Corporate Diplomacy as well as ESG integration in executive education programs. He served as the academic co-Director for the KEROVKA stakeholder engagement in a crisis simulation. He has authored numerous teaching cases highlighting the importance of managing stakeholder risks together with their financial and operational counterparts and is developing a new suite of cases on ESG integration practices among asset managers. He is currently a principal in the consultancy PRIMA LLC whose clients span multinational firms, asset managers, intergovernmental organizations and non-governmental organizations.

Eric Hespenheide
Chair of the Board of Directors

Eric Hespenheide is currently the Chairman of the Global Reporting Initiative’s (GRI) Board of Directors.  He previously served as GRI’s Interim Chief Executive from July 2016 to January 2017 and was the inaugural Chairman of the Global Sustainability Standards Board from January 2015 to June 2016.

Eric served as one of the Global Leaders of Deloitte Touche Tohmatsu Limited (DTTL) member firms’ Sustainability group within Audit and Enterprise Risk Services. He represented DTTL in various forums such as the Liaison Delegate to the World Business Council for Sustainable Development, Deloitte’s Organizational Stakeholder representative for the GRI and served as a member of the Working Group of the International Integrated Reporting Council.  He is a frequent speaker and author on the topic of sustainability, particularly related to reporting and assurance matters.  Eric is a CPA and served numerous global companies during his 36-year career.

He previously chaired the American Institute of Certified Public Accountants (AICPA) Sustainability Assurance and Advisory Task Force and is currently a member of the Task Force. He was a key contributor to the development of the AICPA’s Attestation Engagements on Sustainability Information.  Eric currently serves on the International Auditing and Assurance Standards Board (IAASB) Project Advisory Panel for its EER Assurance Project.

Maura Hodge
National Partner in Charge, Impact and ESG Assurance

Maura is an audit partner in KPMG’s Boston Office. She has nearly 15 years of experience providing financial statement audit, audit of internal control, performance improvement advisory, and related assurance services to clients. In 2010, Maura supported the creation of KPMG’s Sustainability Services practice in the U.S. In that role, she developed the KPMG U.S. approach to sustainability assurance and has led the Firm’s largest ESG engagements, which include assurance of use of proceeds of green bonds, social impact of private equity funds, standalone greenhouse gas emissions reports, and full corporate responsibility reports. Through this work, Maura has focused on facilitating understanding and dialogue between accounting and finance professionals and ESG-focused professionals, which leads to more reliable and transparent reporting.

In addition, Maura serves as KPMG’s liaison to the SASB and regularly contributes to KPMG’s views on ESG reporting and assurance through the AICPA Sustainability Task Force and other international reporting bodies focused on better business reporting.

John Hoeppner
Head of US Stewardship and Sustainable Investments
Legal & General Investment Management America

John joined LGIMA in 2018 as Head of US Stewardship and Sustainable Investments. He is the US representative of the Corporate Governance team. John is charged with shaping the firm’s corporate engagements and driving demand for sustainable investing strategies in the US market.
He joined from Mission Measurement where he led the Impact Investing practice, and launched an ESG data and consulting business. Prior, John held multiple senior product positions in the asset management divisions of UBS and Northern Trust. John championed a range of corporate and product related sustainable investment efforts. He started his investment career at Cambridge Associates on the capital markets research team. John earned a Bachelor of Commerce from McGill University in Montreal, Canada.

Kirsty Jenkinson
Sustainable Investment and Stewardship Strategies Investment Director

Kirsty is the Investment Director, Sustainable Investment & Stewardship Strategies for the California State Teachers’ Retirement System (CalSTRS), the largest educator-only public pension fund in the world with over $240 billion of assets under management. She joined CalSTRS in January 2019 and is responsible for managing over $6 billion placed with sustainability and activist managers, overseeing the fund’s stewardship activities including corporate engagement and proxy voting, and outreach with the fund’s stakeholders.

Prior to joining CalSTRS, Kirsty spent four years at Wespath Benefits and Investments in Chicago and four years as the director of the Markets and Enterprise Program at the World Resources Institute (WRI), a Washington, D.C.-based global research organization focused on the environment and economic development. Before moving to the U.S., Kirsty was a Director of Governance and Sustainable Investment at F&C Asset Management (now BMO Global Asset Management) and an Executive Director in the Fixed Income division of Goldman Sachs in London.

Kirsty sits on the board of the Business and Human Rights Resource Centre and is a member of WRI’s Sustainable Investment Advisory Council. She received an M.A. degree in International History from the University of Edinburgh, Scotland.

Terence Jeyaretnam
Partner, Climate Change and Sustainability Services

Terence is an environmental engineer and Partner at EY in the Climate Change and Sustainability practice, based in Melbourne. He is EY’s national leader for indigenous reconciliation, as well as the Diversity & Inclusion leader for EY’s Melbourne office. He has been an integral part of EY’s cultural diversity efforts over the past two years.

Prior to joining EY, Terence founded Net Balance in 2006. Before it was acquired by EY in 2014, he succeeded in growing the firm to Australia’s largest standalone sustainability and climate change advisory service. Net Balance was twice rated by Business Review Weekly as one of the Fast 100 growth companies in Australia.

Terence is on the Boards of Knowledge Media, Food Frontier and Fairtrade Australia New Zealand, and is an Adjunct Professor at University of Southern Queensland. He is a fellow of the Institute of Engineers Australia.

Terence has worked closely with GRI, AccountAbility and IIRC over the years in various committees and governance roles, and has lead non-financial reporting thought leadership in Australia including authoring the Government’s first environmental reporting guidance in 1998.

Nicole Kenny
ESG & Sustainability
Partners Group

Nicole Kenny is a member of the ESG & Sustainability team, based in Denver. She is responsible for ESG integration across Partners Group’s investments in the Americas. Nicole has five years of industry experience focused on corporate sustainability and ethical supply chains. Prior to joining Partners Group, she worked in Corporate Social Responsibility in the apparel industry at PVH Corp. and Eileen Fisher. She holds a dual master’s degree in Business Administration and Public Administration from New York University.

Deborah Koch
Senior Vice President
Northern Trust

Deborah L. Koch is a Senior Vice President at The Northern Trust Company, Chicago. She is a Senior Research Analyst in the Equity Research division covering the Technology Sector, including software, hardware, internet and semiconductor industries.   Deborah was also the Senior Portfolio Co-Manager of the Technology Fund.

Deborah has been analyzing and investing in the Technology sector for over 30 years.  Prior to joining Northern Trust as a Vice President in May of 2003, Deborah was a Portfolio Manager/Senior Analyst specializing in technology at Strong Capital Management from 2000 to 2003; Managing Director of Scudder Kemper Investments from 1992 to 2000, where she was a Senior Technology Analyst and Co-Manager of The Kemper Technology Fund; and an Analyst at Stein, Roe & Farnham from 1985 to 1992.

Deborah received a B.S. degree in Finance from the University of Rhode Island and an M.B.A. degree from DePaul University. She is a CFA charter holder, and has co-chaired the Chicago CFA Research Challenge, an equity analysis competition, since 2013.  Deborah has been a member of the SASB Standards Advisory Group for the Technology and Communications sectors since 2019.

Marija Kramer
Head of ISS ESG Business

Marija Kramer is the Head of ISS’ ESG Business. She is responsible for the teams which enable investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through in-depth research, analytics and gold standard ESG data. Marija also oversees the dedicated climate team which provides data, analytics and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. She is responsible for new ESG product development, working closely with industry constituents and partners to advance ESG solutions for the benefit of institutional investors.  A member of ISS’ Leadership Team, Marija has been instrumental in identifying and securing external growth opportunities, globally, for the ISS ESG business.  Before joining ISS in 2003, Marija was with Thomson, where she was responsible for the design and implementation of Thomson’s flagship investment management and banking portals. She holds an M.B.A. from American University’s Kogod School of Business.

Gary LaBranche
President & CEO

Gary LaBranche, FASAE, CAE, is the President & CEO of the National Investor Relations Institute (NIRI). As CEO, LaBranche provides strategic executive leadership to advance the NIRI’s mission and goals. NIRI’s members represent 1,600 publicly traded companies with a combined market cap of $9 trillion. He represents NIRI to regulators, lawmakers, the media and other audiences. Since coming to NIRI in 2017, NIRI launched the “Investor and Issuer Invitational Forum,” the 40 Under 40 program, the IR Competency Suite of online courses, a legislative fly-in to Washington and a Think Tank on Artificial Intelligence and a podcast. In response to the COVID-19 pandemic, he led the NIRI staff to remote work and a pivot to virtual conferences. Under his leadership NIRI achieved a long-sought regulatory victory with the SEC’s ruling on proxy advisor reform.

Previously, he was CEO of the Association for Corporate Growth (ACG). An association professional for 39+ years, LaBranche has served as CEO for three other organizations and as a senior executive at the American Society of Association Executives (ASAE) and the U.S. Chamber of Commerce. Gary is a member of the U.S. Chamber of Commerce’s Association Committee of 100 and is past chairman of the Chamber’s Institute of Organization Management.

Allison Lee
US Securities and Exchange Commission

Allison Herren Lee was appointed by President Donald Trump to the U.S. Securities and Exchange Commission, unanimously confirmed by the U.S. Senate, and sworn into office on July 8, 2019.

Commissioner Lee brings to the SEC over two decades of experience as a securities law practitioner. Most recently, she has written, lectured, and taught courses internationally in Spain and Italy on financial regulation and corporate law. Commissioner Lee served for over a decade in various roles at the SEC, including as counsel to Commissioner Kara Stein, and as Senior Counsel in the Division of Enforcement’s Complex Financial Instruments Unit. In addition, she has served as a Special Assistant U.S. Attorney, was a member of the American Bar Association’s former Committee on Public Company Disclosure, and participated on a USAID project in Armenia, assisting in the drafting of periodic reporting and disclosure provisions for a comprehensive law of the Republic of Armenia on Securities Market Regulation.

Prior to government service, Commissioner Lee was a partner at Sherman & Howard LLC, focusing on securities, antitrust, and commercial litigation. A member of the Colorado bar, she holds a bachelor’s degree in Business from the University of Colorado and a JD from the University of Denver College of Law, where she was salutatorian, a Chancellor’s Scholar, and served on the Law Review.

Erkki Liikanen
Chair of the IFRS Foundation Trustees

Erkki Liikanen began an initial three-year term as chair of the IFRS Foundation Trustees in October 2018. He took up the position after having served two seven-year terms as governor of the Bank of Finland. Before joining the Finnish central bank, he served two terms as a commissioner at the European Commission, first for Budget and then for Enterprise and the Information Society.

Mr Liikanen has worked internationally for many years. From 2004 to 2018, he was a governor of the International Monetary Fund and a member of the Governing Council of the European Central Bank. In 2012, Mr Liikanen chaired a group of experts set up by the European Commission to consider EU banking sector reforms in the wake of the financial crisis.

His career began in 1972 when, at the age of 21, he was elected as the youngest-ever representative to the parliament of Finland. During his 18 years there, Mr Liikanen served as Finland’s minister of finance and as the head of the Finnish mission to the European Union at the ministry for foreign affairs.

Mr Liikanen has a master’s degree in political science (economics) from the University of Helsinki. He also holds an honorary doctoral degree from the Turku School of Economics in Finland.

Eivind Lorgen
CEO & President, North America
Nordea Asset Management

Eivind Lorgen is the CEO & President of Nordea Asset Management (NAM) in the US. NAM actively manages approximately $250 billion. He is a founding member of the Sustainability Accounting Standards Board (SASB) Investor Advisory Group (IAG) and the Chair for SASB’s IAG.  Prior to joining Nordea, he was an Executive 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 from 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 Denver. He lives in Harlem, Manhattan with his family.

Hakan Lucius
Head of Corporate Responsibility and Civil Society
European Investment Bank

Hakan Lucius is Head of Corporate Responsibility at the EIB, the European Union’s bank, covering the sustainability, non-financial reporting and stakeholder engagement dimensions of the institution.  Dr Lucius possesses more than 20 years of sustainability experience. In his career he has structured multiple billions of euros of investments, through both, loans and equity, and has led multinational teams and negotiated with governments, corporate and civil society organizations, alike.  Academically, he received a Ph.D. with distinctions in industrial economics, an MBA from INSEAD, France, and an MSc in Engineering from Vienna Technical University.

Mr Lucius is Professor of Finance in parallel to his professional career at the EIB, and specializes in sustainable finance. He has developed masters classes in sustainable corporate finance and strategy, which he teaches at SciencesPo in France, the Frankfurt School of Finance in Germany and the Welch College of Business as well as the University of Luxembourg.

Prof Dr Lucius is Board member of Luxflag, the Luxembourg Fund labelling agency, on the European Commission’s Ecolabel expert group for sustainable finance, as well as the European Financial Regulation Advisory Group (EFRAG) for non-financial disclosures, former President of the European Investment Bank’s Pension Board, TCFD contact person of the EIB, and jury member for the Local Governments for Sustainability (ICLEI) and of the Observatoire de la Finance.

Nicolai Lundy
Director of Partnerships and Market Outreach

Nicolai Lundy is the Director of Partnerships & Market Outreach, where he identifies opportunities for professionals in finance, investment analysis, and sustainability to benefit from SASB’s research on material ESG factors across 77 industries. In doing so, he oversees SASB’s membership, conference, and education programs as well as licensing and the SASB Navigator. Before joining SASB in 2013, Mr. Lundy had business development and operations roles in the private sector and higher education. He holds a BA from Emory University.

Lauren Magnusson
Director, Environmental, Social, Governance (ESG), Trust and Transparency

Lauren Magnusson is director of Environmental, Social and Governance (ESG), Trust and Transparency at Walmart. She is responsible for shaping Walmart’s ESG agenda, elevating Walmart’s ESG disclosures and practices, building institutional capabilities and helping to advance the field of ESG. She develops internal and external engagement approaches on enterprise-wide ESG practices and disclosures that demonstrate shared value and long-term financial performance. Since joining Walmart in 2015 Lauren has worked in finance functions across the business including merchandising, operations and international where she focused on providing decision support and analysis to business partners.

Prior to Walmart, Lauren worked in rural Taiwan on a Fulbright fellowship and spent time focused on poverty alleviation with Americorps. Lauren received her MBA from University of Chicago Booth School of Business and a BS in International Business and Marketing from University of South Carolina.

Joel Makower
Chairman and Executive Editor
GreenBiz Group, Inc.

Joel Makower is chairman and executive editor of GreenBiz Group, Inc., creator of along with research and events on sustainable business and clean technology. He hosts’s annual GreenBiz forums as well as the VERGE and Circularity conferences produced by his company, and is principal author of the annual “State of Green Business” report.

For 30 years, Joel has been a well-respected voice on business, sustainability and clean technology. As a writer, speaker, and entrepreneur on corporate sustainability practices, he has helped a wide range of companies align environmental goals with business strategy.

In 2012, Joel was awarded the Hutchens Medal by the American Society for Quality, which cited “his ability to tell compelling stories that both inform and inspire business leaders toward profitable action.” In 2014 he was inducted into the Hall of Fame of the International Institute of Sustainability Professionals.

Joel frequently keynotes corporate events, business associations, and regional business and economic development events, and is frequently quoted in major news media, including Fortune, Forbes, the Wall Street Journal, New York Times, USA Today, Time, and public radio’s “Marketplace.”

Joel advises several startups and chairs the board of the nonprofit youth entrepreneurship organization United Roots.

Antti Malava
Chief ESG Analyst
Danske Bank

Antti’s focus area is developing Danske Bank Asset Management’s ESG data platform and analytics toolkit as well as translating ESG research into investable ideas. Antti is co-developing Danske Bank Asset Management’s ESG Materiality Dashboard, mDASH®, with which they aim to take ownership and responsibility of holistic ESG evaluation of companies.

Antti has 15 years of experience in Danske Bank in various roles. He started his career in market risk management, moved into structured products trading and then to head commodity sales and advisory team in FICC, before taking the current role in Asset Management. Antti holds MSc in Systems and Operations Research from the Helsinki University of Technology and BSc in Management Sciences from the London School of Economics.

Richard Manley
Managing Director, Head of Sustainable Investing | Active Equities
Canada Pension Plan Investment Board

Richard is the Head of Sustainable Investing. His team is responsible for integrating consideration of environmental, social and governance and climate risk and opportunities across our investment programs to support our mandate of maximising returns without undue risk of loss.

Prior to joining CPP Investments in 2019, Richard had an 18 year career at Goldman Sachs where he was most recently Global Head of Thematic Equity and ESG Research and Co-Head of EMEA Equity Research. Previously he worked at Merrill Lynch, Donaldson, Lufkin and Jenrette and Paribas Capital Markets as an Integrated Oil & Gas equity analyst. Richard holds a Graduado Superior/BA (Hons) in European Business Administration from ICADE (Madrid).

Mardi McBrien
Managing Director

Mardi McBrien joined the Climate Disclosure Standards Board (CDSB) as Managing Director in 2011 following an eclectic career which has included roles such as President of an International Students Association, public-private partnership management, leading flagship environmental campaigns and projects including for the Campaign to Protect Rural England (and the author Bill Bryson), WWF-UK’s Earth Hour and carbon market policy for UK’s Department of Energy and Climate Change (DECC). Mardi is a member of the GRI Stakeholder Council, a trustee of the International Tree Foundation and a founding board member of WOCAN — Women Organising for Change in Agriculture and Natural Resource Management. Mardi holds a double degree in Forestry and Environmental Science from the University of Melbourne and a MSc in Agricultural Economics from SOAS, UCL. In 2013, Mardi was awarded environmental campaigner of the year by the Sheila McKechnie Foundation.

Kelli Okuji Wilson
Analyst, Sector Lead – Health Care

Kelli Okuji Wilson is an analyst on the Research team covering the healthcare sector. Mrs. Wilson works with companies, investors and subject matter experts to develop and drive the adoption of market standards for reporting financially-material, cost-effective, and decision-useful sustainability information. Prior to SASB, Mrs. Wilson was a lead analyst with Moody’s Investors Service on the Local Governments West team, covering ten different states and a variety of municipal entities, including hospital districts, public utilities, cities, and school districts. At Moody’s, Mrs. Wilson served as a member of the ESG Americas Taskforce and the US PFG ESG Taskforce, where she helped author Moody’s fundamental research piece on how ESG factors are integrated into Moody’s general obligation methodology. Mrs. Wilson also was a member of the Non-for-Profit Healthcare team, where she monitored speculative-grade and near-speculative grade credits for multi-million and multi-billion dollar healthcare system issuers. Mrs. Wilson received her MBA from Columbia Business School and a Master in International Affairs from Columbia University’s SIPA. She received her BA from Harvard University with a concentration in sociology.

Marissa Pagnani McGowan
Senior Vice President, Corporate Responsibility
PVH Corp

Marissa Pagnani McGowan serves as Senior Vice President of Corporate Responsibility at PVH Corp., one of the world’s largest apparel companies with a portfolio of iconic brands including Tommy Hilfiger and Calvin Klein. In this capacity, she leads a global team responsible for upholding the human rights of individuals across the supply chain and promoting environmental sustainability through efficient resource use and product stewardship.

Marissa started her career as a lawyer focused on international mergers and acquisitions, and corporate compliance. She received degrees from Georgetown University and Georgetown University Law Center, and studied at Georgetown University’s Villa Le Balze in Florence. She has been in fashion and apparel for the large majority of her career, having been drawn to the industry because of its humanity, creativity, and power to influence great change.

Marissa serves on the Steering Committee of the Global Fashion Agenda, and served on the Board of the Accord on Fire and Building Safety in Bangladesh, and the Fair Labor Association.

Ulla Paajanen
SVP, Head of Investor Relations
Stora Enso

Ulla Paajanen has been Senior Vice President, Head of Investor Relations at Stora Enso since 2009. Before her current position Ms Paajanen was responsible for Stora Enso’s financial communications and investor relations in the Nordic area.

Ms Paajanen was invited to join SASB’s (Sustainable Accounting Standard Board) Advisory Group (SAG) in spring 2019. Since joining SAG she has been contributing by sharing views of TCFD (Task Force for Climate-related Financial Disclosures) and Consultation on Plastics Risks and Opportunities in Pulp & Paper Products and Chemicals Industries Project for SASB.

Stora Enso has been awarded several recognitions for excelling in investor relations and financial communications. Ms Paajanen has been rated highest as IR professional in Paper sector at Thomson Reuters survey. Stora Enso was nominated by ISS-Ethix team as an example of notable investor engagement since 2012 in autumn 2017.

Earlier in her career Ms Paajanen has held various positions in investor relations and communication in listed companies. She has worked with ESG investors since 2002.

Ms Paajanen is a graduate of Samford University, Birmingham, Alabama, US, with a Masters of Business Administration degree. She also holds a Master of Arts degree from University of Turku, Finland.

Graeme Pitkethly

Graeme Pitkethly was appointed Chief Financial Officer of Unilever in 2015 and was appointed an Executive Director to the Boards of Unilever N.V. and Unilever PLC in 2016. Graeme joined Unilever in 2002 and was previously Executive Vice President and General Manager of the Unilever UK and Ireland business. Prior to this he held a number of senior financial and commercial roles within Unilever, including Senior Vice President of Finance for Global Markets, Global Head of M&A, Head of Treasury, Pensions and Tax and Chief Financial Officer of Unilever Indonesia.

Prior to joining Unilever, Graeme worked in the US, Bermuda and London with FLAG Telecom and before this with PWC in a variety of audit and corporate finance roles. Graeme is a Chartered Accountant and holds a bachelor’s degree in Applied Chemistry from Strathclyde University. Graeme is married with two children with whom he enjoys skiing and golf. With a passion for blues music, he is also an enthusiastic, but poor, guitarist. In a personal capacity, Graeme is Vice-Chair of the Financial Stability Board Task Force on Climate-related Financial Disclosures (“TCFD”).

Chris Power
Senior Manager, SEC Reporting and Technical Accounting

As a Senior Manager of Technical Accounting and SEC Reporting at Salesforce, Chris Power is responsible for determining the correct accounting treatment for non-standard transactions and ensuring the quality, accuracy and completeness of data included in SEC filings and other public documents released by Salesforce.

Chris has worked closely with executive members of the Legal, Investor Relations, Finance, Real Estate and Sustainability teams to expand Salesforce’s disclosures in SEC filings such as the Forms 10-K and10-Q to more accurately reflect the environmental, social, and governance (“ESG”) efforts of the company. In addition, Chris has worked with the corporate communications and public relations team to modify the annual Stakeholder Impact Report to include a section that highlights the policies, metrics and progress on key ESG programs.

Chris participates in the Sector Advisory Group for the Software and IT services industry of the Sustainability Accounting Standards Board (“SASB”). Prior to joining Salesforce Chris worked as an external auditor with PwC. He is a CPA,CA and holds a BA with Honors in Accounting and Business/Management from the Schulich School of Business in Toronto, Canada.

Chin Yee Png
Deputy Chief Financial Officer; Head, Financial Services

Chin Yee joined Temasek in July 2011 and is currently Deputy Chief Financial Officer and Head, Financial Services. Her prior roles in Temasek include Senior Managing Director, China and Senior Managing Director, Portfolio Strategy and Risk Group.

Prior to joining Temasek, Ms. Png was Managing Director with UBS AG where she was Joint Head of the Financial Institutions Group in the Investment Bank for Asia.

Ms. Png holds a Bachelor of Accountancy with 1st class honours from the Nanyang Technological University.

Mamadou-Abou Sarr
V-Square Quantitative Management

Mamadou is the Founder and President of V-Square Quantitative Management, a global investment firm headquartered in Chicago. Mamadou founded V-Square Quantitative Management in 2020 after an accomplished career in asset management whilst working for global investment managers across the U.S., Europe, Middle East and Africa. His investment firm specializes in financial engineering, development and management of quantitative portfolios and processing of sustainability big data. Industry leader in the field of sustainable investing and financial innovation, Mamadou’s previous role was global head of product development and sustainable investing at Northern Trust Asset Management in Chicago, where he was responsible for driving innovation and product development across asset classes. Mamadou spearheaded, developed and led one largest sustainable investing platform in the industry.

Mamadou received his bachelor’s in economics from the Université Paris-Saclay and holds a master’s in International project management from the European School of Management (ESCP), Paris. He is a fellow of Leadership Greater Chicago since 2019, a member of the Economic Club of Chicago and an Adjunct Professor at the Baumhart Center. He is a board member of the Nature Conservancy Illinois Chapter, a member of the US SIF Research Committee and various committee at the Principles for Responsible Investment (PRI). Mamadou is a French Foreign Trade Advisor, appointed by decree of the Prime Minister of France.

Lila Preston
Co-Head of the Growth Equity Strategy

Lila joined Generation in 2004 and is Co-Head of the Growth Equity Strategy. Prior to joining Generation, Lila was a Director in Development & Finance at VolunteerMatch. Before that she was a Fulbright Fellow in Southern Chile where she worked on community-based forestry and conservation projects. Lila currently serves as a Board Director at Nature’s Fynd, and a Board Observer at Toast and CiBO Technologies. She is a member of the Social Mission Board at Seventh Generation, is on the Board of Advisors at Columbia University’s Mailman School of Public Health, and is a Young Global Leader of the World Economic Forum. Lila received a BA in English Language and Literature from Stanford University and an MBA from London Business School.

Mary Schapiro
Vice Chair for Global Public Policy
Head of the TCFD Secretariat; Former Chair
United States Securities and Exchange Commission

Mary L. Schapiro is the Vice Chair for Global Public Policy of Bloomberg, the global financial technology company that was founded in 1981. She has been at Bloomberg since October 2018, and also serves as a Special Advisor to the Founder and Chairman. Ms. Schapiro, who has had a distinguished career as a financial services regulator under four U.S. presidents from both political parties, oversees Bloomberg’s public policy and regulatory priorities globally. Her service as the 29th Securities and Exchange Commission Chair culminated decades of regulatory leadership. She was the first woman to serve as SEC Chair, and the only person to have served as chair of both the SEC and the Commodity Futures Trading Commission. During her four years as SEC Chair, Ms. Schapiro presided over one of the busiest rulemaking agendas in the SEC’s history, during which the agency also executed a comprehensive restructuring program to improve protections for investors and pursued aggressive enforcement of the federal securities laws.

Ms. Schapiro also serves as an advisor to Bloomberg in multiple capacities, including as the Vice Chair for two groups chaired by Michael R. Bloomberg. The first group – the Financial Stability Board’s Task Force on Climate-Related Financial Disclosures – has developed and garnered wide spread support for a voluntary framework for corporate disclosure of climate-related risk information to help investors, lenders, underwriters and others make informed financial decisions. The second group – the Working Group on U.S. RMB Trading and Clearing – supports the internationalization of China’s currency in order to improve the competitiveness and efficiency of U.S. businesses by lowering trading costs and improving access to China’s markets.

Before becoming SEC Chair and working for Bloomberg, Ms. Schapiro served as chief executive officer of the Financial Industry Regulatory Authority, the largest nongovernmental regulator of securities firms. Earlier, she was Chair of the CFTC from 1994 to 1996, a commissioner of the SEC from 1988 to 1994, and general counsel of the Futures Industry Association. Ms. Schapiro has most recently been serving on the Promontory Advisory board. She serves on the boards of Morgan Stanley (NYSE: MS), and CVS Health (NYSE: CVS).  She is also a member of the governing board of the Center for Audit Quality and a member of the Council on Foreign Relations.

Katie Schmitz Eulitt
Director of Investor Outreach

Katie Schmitz Eulitt joined SASB at its inception and now serves on SASB’s Capital Markets Policy and Outreach team, cultivating awareness of SASB standards and tools among investors. She co-manages SASB’s Investor Advisory Group and also curates and edits ESG Integration Insights, an ongoing series of case studies examining the use of SASB tools by investors across asset classes, markets, and investment strategies.

Ms. Schmitz Eulitt’s career encompasses over 25 years of international sustainability experience across a broad range of industries, including; finance; oil & gas; renewable energy; water purification in developing markets, and; forestry and watershed management.

She holds a bachelor’s degree in Japanese from the University of California, Berkeley, an MBA from l’Institut Européen d’Administration des Affaires (INSEAD) in Fontainebleau, France, and an executive certificate in sustainability from the Presidio Graduate School in San Francisco. Ms. Schmitz Eulitt serves as a judge of the UC Berkeley’s Big Ideas at Berkeley annual competition.

George Serafeim
Charles M. Williams Professor of Business Administration, Chair of the Impact-Weighted Accounts Project
Harvard Business School

George Serafeim is the Charles M. Williams Professor of Business Administration and the Chair of the Impact-Weighted Accounts Project at Harvard Business School. He has taught courses in the MBA, executive education, and doctoral programs, and is currently teaching the elective course “Reimagining Capitalism: Business and Big Problems ” in the MBA curriculum, which received the Ideas Worth Teaching Award from the Aspen Institute and the Grand Page Prize. Professor Serafeim’s research focuses on measuring, driving and communicating corporate performance and social impact.

Professor Serafeim has held several positions of leadership. He is the co-founder of KKS Advisors, focusing on integrating material sustainability issues in business strategy and investment decisions, and an academic partner at State Street Associates developing practical solutions and thought leadership for market participants. He serves on the steering committee of the Athens Stock Exchange and as the Chairman of Greece’s Corporate Governance Council. He has served on several not-for-profit organizations including the board of directors of the High Meadows Institute, the working group of the Coalition for Inclusive Capitalism, and the Standards Council of the Sustainability Accounting Standards Board.

Professor Serafeim earned his doctorate in business administration at Harvard Business School. He received a master’s degree in accounting and finance from the London School of Economics and Political Science, where he was awarded the Emeritus Professors’ Prize for best academic performance.

Marc Siegel
SASB Standards Board Member

Marc Siegel, EY Partner in the Financial Accounting Advisory Services (FAAS) practice. He specializes in enhancing corporate reporting and investor communications in areas such as, disclosure effectiveness, sustainability reporting, and financial performance reporting. Prior to joining EY, Marc provided an investor perspective as a Financial Accounting Standards Board (FASB) Board Member from 2008 through 2018, where he finalized Accounting Standards Updates (such as revenue recognition, leases, current expected credit losses (CECL), hedging, etc), enhanced FASB communications (focusing on plain-English and investor audiences), and hosted sector-specific Q&A webcasts for investors. He has been a frequent speaker at conferences on financial reporting, worked with FASB investor liaison team to improve investor outreach, and participated as a FASB Observer on the Enhanced Disclosure Task Force of the Financial Stability Board, the International Integrated Reporting Council (IIRC) and the Corporate Reporting Dialogue (CRD).
Previously, Marc was director of research at a boutique sell-side research firm providing forensic financial statement analysis to mutual fund and hedge fund clients to support their investment decisions. Also, Marc worked closely with Institutional Shareholder Services (ISS) corporate governance and ESG research teams to identify synergies in research processes and findings. Marc has a B.S. in Economics from the Wharton School of Business and is a Certified Public Accountant (CPA-NY).

Paul Simpson

Paul Simpson is the CEO and co-founder of CDP, a global non-profit that drives companies, cities and governments to reduce their greenhouse gas emissions, safeguard water resources and protect forests.

Paul is a prominent thought leader on climate change, with a focus on natural resource protection and the actions governments, companies and investors must take to deliver the Paris Agreement and keep the world at no more than 1.5°C. He sits on the boards of We Mean Business, Science Based Targets, The Investor Agenda and CDSB.  He is a council member of the International Integrated Reporting Council (IIRC), the Global Stranded Assets Advisory Council for the Smith School of Enterprise and the Environment at the University of Oxford, Friends of Climate Action (FOCA).

Prior to CDP, Paul worked with Chesham Amalgamations & Investments Ltd, the International Society for Ecology & Culture and is a former director of the Social Venture Network. He was previously on the Board of EIRIS, a member of the Global Agenda Council on Measuring Sustainability at the World Economic Forum and a High Level Panel Member for the United Nations Framework Convention on Climate Change (UNFCCC) Clean Development Mechanism (CDM) Policy Dialogue.

Paul holds a BSc in Business and Finance from City University, London and an MSc in Responsibility and Business Practice at the University of Bath (with distinction).

Marvin Smith
Director of Stakeholder Outreach

In his role as Director of Stakeholder Outreach, Marvin Smith develops relationships and structures engagements with market participants for dialogues with the Research Team and SASB Standards Board regarding feedback on financially-material sustainability topics. This feedback ensures that the standards update process remains market informed. His work inclues managing the activities related to the SASB Standards Advisory Group (SAG), a standing committee of volunteer industry experts who provide feedback on the implementation and use of the SASB Standards. Prior to joining SASB, Mr. Smith served as a sustainability consultant where he was responsible for facilitating discourses and partnerships regarding sustainability issues between companies and NGOs. He helped companies understand trends and best practices in shareholder advocacy, transparency, and the dissemination of environmental, social and governance (ESG) information, including materiality assessment and CSR reporting.

Makato Sonoda
Director for International Accounting and Director for International Capital Market Regulation
FSA Japan

Mr. Sonoda has an extensive background in financial regulation, especially in financial reporting, auditing, and disclosures, and economic policies through various positions at the Financial Services Agency (FSA) and Ministry of Finance (MOF), Government of Japan.

Since his appointment to the current position in July 2018, he is covering international accounting, auditing and disclosure issues at the FSA, and has served an important role in global regulation field, including Chair of the Committee on Issuer Accounting, Audit and Disclosure (Committee 1) of the International Organization of Securities Commissions (IOSCO) since October 2018. He is also responsible for international capital market regulation issues at the FSA.

Before his appointment to the current position, Mr. Sonoda had worked in New York as Deputy Chief Representative of the MOF. Prior to that he had been in charge of accounting and auditing issues at the FSA, and also served as secretariat of the IFRS Foundation Monitoring Board.

Mr. Sonoda studied at Carnegie Mellon University in Pittsburgh and Columbia University in the City of New York, where he received Master degrees.

Susanne Stormer
Chief Sustainability Advisor, Vice President
Novo Nordisk

Susanne Stormer is newly-appointed member of the SASB Standards Board and a long-standing supporter of SASB’s mission.

Susanne is Chief Sustainability Advisor, Vice President at Novo Nordisk with a mandate to set direction for Novo Nordisk to be a leader with high and forward-looking standards for driving a sustainable business and documenting progress. This role involves external representation and stakeholder engagement on current and emerging sustainability issues, trendspotting and insights, strategic advice to the executive management team and support in embedding an ambitious sustainability agenda across the broader organisation.

Susanne joined the Novo Group in 2000 to ingrain the principle-based approach to business known as the Triple Bottom Line concept as the lens for better-informed decision-making. Since then she has led sustainability-driven initiatives, issues management and stakeholder engagement, with particular focus on ESG investors and the community of sustainability professionals.She is adjunct professor at the Copenhagen Business School, visiting professor at UC Berkeley-Haas School of Business, member of the International Integrated Reporting Council (IIRC), member of the Board of Access to Nutrition Foundation, member of the Future Fit Foundation’s Development Council, member of, the Board of the International Corporate Governance Network (ICGN) and member of the Project Task Force to provide technical expert advice on the evolution of mandatory non-financial reporting by request from the European Commission.

Neil Stewart
Director of Corporate Outreach

Neil Stewart joined SASB in 2020 as its New York-based Director of Corporate Outreach, bringing more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Mr. Stewart is well known for having led a global lineup of conferences and awards events. A board member of NIRI NY, the New York chapter of the National Investor Relations Institute, he has lived in Montreal, London and New York.

Darla Stuckey
President & CEO
Society for Corporate Governance

Darla Stuckey is President & CEO of the Society for Corporate Governance (formerly the Society of Corporate Secretaries and Governance Professionals), effective January 1, 2015. Darla joined the Society in September 2009 and has been responsible for legal, policy, advocacy, research and communication efforts on the Society’s behalf. In her position, she has testified before the Senate Banking Committee and the House Financial Services Committee on governance and proxy issues and is a frequent speaker at both Society and other events.

Prior to joining the Society, Darla was the Senior Assistant Secretary at American Express Company. She also served its Nominating and Governance and Public Responsibility Committees, and the boards of its two wholly owned subsidiary banks. Before joining American Express, Ms. Stuckey was the Corporate Secretary at the New York Stock Exchange, Inc. from 2002-2004 (and the Assistant Secretary from 2000-2002). Ms. Stuckey began her career at Weil, Gotshal & Manges, where she practiced in the Securities Litigation Department for 10 years.

Ms. Stuckey has a BS from Oklahoma Christian College, an MA from the University of Oklahoma and a JD from Brooklyn Law School.

Ma. Victoria Tan
Head of Group Risk Management and Sustainability Unit
Ayala Corporation

Ma. Victoria A. Tan, also known as “Vickie”, is the Group Head of the Enterprise Risk Management and Sustainability Unit of Ayala Corporation, one of the largest and time-honoured Philippine conglomerates with leadership positions in various industries.

She supports the Chief Risk and Sustainability Officer and implements various group-wide policies and programs that are all designed to increase the awareness on and strengthen the commitment to risk management and sustainability.  She further manages the group insurance optimization program, the annual Ayala Integrated Summit and the group-wide sustainability reporting. Her leadership has led Ayala to be the first local company to embark on Integrated Reporting, adopt multiple sustainability frameworks, and implement the integration of risk management, sustainability, and governance.

Vickie has been named as one of Eco-Business’ 2019 A-List of most influential corporate sustainability leaders in the Asia Pacific. Prior to joining Ayala, she worked with Smart Communications as its Chief Audit Executive. Vickie graduated Magna Cum Laude with a degree in Bachelor of Accountancy from the Polytechnic University of the Philippines.

Erik Thedéen
Chair of the Task Force on Sustainable Finance

Erik Thedéen has been Finansinspektionen’s Director General since 21 October 2015. He is also:

  • Chair of the Task Force on Sustainable Finance within the International Organisation of Securities Commissions (IOSCO).
  • Member of the Management Board of the European Securities and Markets Authority (ESMA).
  • Member of the Government’s Committee for Technological Innovation and Ethics (Komet).

Erik Thedéen has previously been CEO of KPA Pension, State Secretary at the Swedish Ministry of Finance, President of Nasdaq OMX Nordic Stockholm, a strategist at Brummer & Partners, Deputy Director General of the Swedish National Debt Office, an analyst at JP Bank, and a trader/analyst at Sveriges Riksbank (the Swedish central bank).

Erik Thedéen holds a Master’s degree in economics from the Stockholm School of Economics.

Charles Tilley, OBE

Charles Tilley OBE is Chief Executive Officer of the International Integrated Reporting Council, spearheading the drive towards a cohesive, holistic corporate reporting system and building awareness and adoption of integrated thinking and reporting globally.

Charles has been central to the IIRC and the development of integrated reporting since its inception, having chaired the IIRC’s Technical Task Force, the group responsible for the development of the International <IR> Framework.

Previously, Charles was CEO of the Chartered Institute of Management Accountants, where one of his key focus areas was introducing Global Management Accounting Principles that can improve decision-making in organizations through the provision of high-quality management information, in line with integrated reporting. Charles chaired the International Federation of Accountants’ (IFAC) Professional Accountants in Business Committee. Charles is a member of the UK Financial Reporting Council’s Stakeholder Advisory Panel and the Princes’ Accounting For Sustainability Advisory Council.

Charles started his career at KPMG, becoming a partner in 1986. He has also held non-executive positions at the Ipswich Building Society and Great Ormand Street Hospital.

Charles was awarded the OBE for services to the economy in 2016, a recognition of his achievements in promoting and advancing management accounting.

Yuki Tomita
ESG Communication Group Manager

Mr. Yuki Tomita, who joined TEPCO in 2006, had been working within the Environment Department and engaging in climate change. He led the project to perform the scenario analysis based on the TCFD recommendations in 2019. Since 2020, Mr. Tomita has been responsible for ESG Communication and integrated reporting in the ESG Office at TEPCO.

Chris Vilburn
Head of Asia Stewardship
Goldman Sachs Asset Management

Chris is Head of Asia Stewardship for Goldman Sachs Asset Management and leads the ESG engagement efforts in Japan. Previously, he was the lead GS SUSTAIN Japan analyst, co-head of Asia Tactical Research and a member of the Asia Investment Review Committee. Chris joined Goldman Sachs in 2007 and was named managing director in 2017. Prior to joining GS, he worked at Shinsei Bank with the chief investment officer team.

Chris earned a BA in Japanese from Brigham Young University. He earned a joint MBA/MA, with honors, from the Wharton School and Lauder Institute at the University of Pennsylvania, with concentrations in Operations and Information Management Decision Sciences and East Asia Studies. Chris is also a CFA charterholder.

Greg Waters
Analyst, Sector Lead – Technology & Communications

Greg Waters is an analyst at SASB focused on the Technology & Communications sector. In this role, he works with companies, investors, and subject matter experts to develop and drive the adoption of a market standard for reporting financially material sustainability information. Prior to SASB, Mr. Waters spent 7 years on the research team at proxy advisor Glass Lewis, where he led a team analyzing the corporate governance of North American companies. He holds an MBA in Finance from NYU Stern and a BA in Economics from Bates College.

Matthew Welch
President & COO

Matthew Welch has dedicated his career to leading mission-based organizations through the challenges of achieving growth, scale, and self-sufficiency. His work experience spans government, nonprofit, and for-profit sectors, and he has led teams in entering new markets, launching products and programs, and increasing the efficiency and effectiveness of operations.

As President and COO, Mr. Welch works with the CEO to develop the organization’s strategic objectives and then leads the staff in implementing them. He oversees the day-to-day operations that support the Sustainability Accounting Standards Board and the SASB Foundation and he works closely with the CEO on fundraising and commercial activities.

Mr. Welch has broad experience in strategy, operations, and product development, developed through senior roles at Kaplan Test Prep, Kaplan K12 Learning Services, Junyo, Teachscape, and The Rotary Foundation. Years of experience with education programs, software and data products, and research studies give Mr. Welch a good background for equipping the market with offerings that support education and use of the SASB standards.

Mr. Welch holds a BA from Grinnell College and an MPA in management and public policy from Columbia University. He is a member of the Grinnell College Board of Trustees, where he has served on the Finance, Development, and Academic Affairs Committees. He currently chairs the Audit Committee.

Fiona Wild
Vice President, Sustainability and Climate Change

Fiona has over 20 years’ experience in multinational oil and gas and resources companies. Born in Liverpool, UK, she holds a degree and PhD in Chemistry from the University of Edinburgh.

Fiona joined BHP in 2010 as Senior Manager, Environment and was appointed to the role of Vice President, Environment and Climate Change in February 2013. In April 2016, Fiona was appointed to a new role as Vice President, Sustainability and Climate Change. Fiona led the development of BHP’s Climate Change Portfolio Analysis report, an industry-leading analysis that describes the impact of both an orderly and rapid transition to a low carbon future on the valuation of the company’s portfolio. She advises the Board and senior management on emerging environmental and climate change trends and represents BHP in engagements with national and international stakeholders, including NGOs, academics, industry associations, governments and investors.

Fiona holds several Board positions, including Director of IETA, represented BHP at the International Council of Mining and Metals and is Deputy Chair of the Global Carbon Capture and Storage Institute. In December 2015, she was appointed to the Financial Stability Board’s Task Force on Climate-related Financial Disclosures, reporting to the G20.

Michael Zimonyi
Policy & External Affairs Director

Michael leads CDSB’s policy and external affairs work. He joined CDSB in 2012 and focuses on policy and corporate engagement and oversees external affairs. Prior to joining CDSB, Michael has worked at a global pharmaceutical corporation and at the sustainability think tank Forum for the Future. Michael has a degree in Chemistry with Environmental Science from the University of Birmingham, studied Sustainable Finance at the University of Oxford and is a member of the Royal Society of Chemistry. He is also a member of the UK Financial Reporting Council’s Stakeholder Advisory Panel and former member of the EFRAG European Lab Project Task Force on Climate-Related Reporting.

2020 Registration

  • Discount Rate (SASB Alliance Members and FSA Credential holders): $495
  • Regular Rate: $585

The 2020 SASB Symposium is now complete. Recordings of all live sessions and library content will be available within the Swapcard platform through February 28, 2021. If you wish to access the recordings, you may register here.

2020 Sponsors

Sponsoring the SASB Symposium offers the opportunity to reach 600+ professionals interested in the unique intersection between sustainability, finance, accounting, and law. Target attendees include corporate professionals (CSOs, CFOs, internal audit, general counsel), corporate advisors (consultants, software providers, auditors, and lawyers), investors (asset owners and asset managers), and investment partners (data providers, investment tools, and investible products). For more information, please email [email protected].


View our 2019 sponsors.

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