Erik has led the Integrated Reporting Framework Panel since 2016, after being a Council Member of the IIRC from 2013-2016, and has the ambition to (re) connect the power of (institutional) capital with the beneficiaries’ non-financial values through a realistic business-driven approach.
Managing Director, Infinsus
Erik has led the Integrated Reporting Framework Panel since 2016, after being a Council Member of the IIRC from 2013-2016, and has the ambition to (re) connect the power of (institutional) capital with the beneficiaries’ non-financial values through a realistic business-driven approach. He has 24 years’ experience in asset management, especially in integrating finance and sustainability. He has been at the forefront of global developments in corporate governance, responsible investment, stewardship and sustainability and impact investing. He has international experience as board member in developing and challenging strategy, in promoting effective risk oversight and in fostering open board cultures. He founded Infinsus, which is dedicated to integrating finance and sustainability, where he is currently Managing Director.
Erik started his career at Robeco in 1996 and held various positions as Fund Manager at the investment department. Erik initiated and founded Robeco’s voting and engagement activities in 2004, was directly involved in the acquisition of SAM. He was the architect behind Robeco’s Responsible Investment strategy, and provided strategic advice to a breadth of Robeco’s institutional clients on deploying and embedding responsible investing.
Erik joined Triodos Investment Management in 2014 as Manager SRI. Erik developed a more integrated investment strategy for Triodos IM’s equities and bond funds, resulting in insourcing asset management. Erik has built a solid and experienced team of portfolio managers and analysts, implemented the technical infrastructure and embedded legal requirements into the new department’s processes. More integrated investment analysis and engagement enabled more positive impact through investing in listed equities and bonds. Erik founded and chaired Triodos IM’s Investment Policy Committee. Under Erik’s leadership the assets under management in the SRI funds almost tripled.
Erik is an experienced board member, both nationally and internationally. He is a former Governor of the International Corporate Governance Network (ICGN) in 2011 and became Chair of the Board of Governors in 2014 until reaching the statutory maximum board tenure of six year in 2017. He was Treasurer and a member of the Executive Board of Eumedion from 2011-2017.
Erik holds a Master of Econometrics from the University of Groningen, earned an EFFAS CFA and has been registered with the Dutch Securities Institute from 2001. Erik has given several guest lectures at Nyenrode University and previously at Erasmus University and RSM. He contributed to various books and articles and is a member of the Nyenrode Corporate Governance Institute. Erik was acknowledged in 2011 as recipient of the Rising Stars of Corporate Governance Award, Millstein Center for Corporate Governance and Performance at the Yale School of Management.
Members of the Board
Chief Executive Officer, Malaysian Institute of Accountants (MIA)
Dr. Nurmazilah Dato’ Mahzan is the Chief Executive Officer of the Malaysian Institute of Accountants. She was previously the MIA Deputy Chief Executive Officer.
Prior to leading the MIA, Dr. Nurmazilah was the Director of University Malaya Graduate School of Business. She started her career with Arthur Andersen in 1993, and later joined KUB Malaysia Berhad as Group Accounts Manager. Her corporate experience covers various industries including property development and construction, banking, unit trusts, trading and manufacturing.
Dr. Nurmazilah was a MIA Council member from 1 August 2012 until 31 July 2014, a Member of the Malaysian Accounting Standards Board (MASB), elected member of Board of Governors for the Institute of Internal Auditors Malaysia (IIA Malaysia), Council member of The Malaysian Institute of Certified Public Accountants (MICPA) and the Honorary Treasurer with Persatuan Ekonomi Malaysia. Dr. Nurmazilah also served in various committees of MIA and MICPA.
An accountancy graduate of the International Islamic University of Malaysia, Dr. Nurmazilah is a member of MIA, MICPA, an ASEAN CPA and a CGMA fellow. She is also a Certified Internal Auditor (CIA) and holds the Certified Risk Management and Assurance (CRMA) qualification. Dr. Nurmazilah has a deep interest in applied research, especially in digital and technological issues affecting the profession. She holds a PhD in accounting from the University of Birmingham, United Kingdom, and conducted various research projects in the areas of auditing, financial reporting and corporate governance throughout her academic career.
Project Manager, Transformation Accounting and Taxes, EnBW AG
Michael Gebbert is the Project Manager of Transformation Accounting and Taxes at EnBW AG.
As well as the transformation of the accounting and tax department, Michael is responsible for the development and the implementation of non-financial reporting. In this function he supports together with the sustainability department the CFO of EnbW, who is a board member of the Task Force on Climate Related Financial Disclosure, and member of the Technical Expert Group on Sustainable Finance in the European Commission.
He is a CPA and tax consultant. After 12 years working with Ernst & Young he joined EnBW in 2005, where he was Head of Internal Audit, Head of Controlling for the Generating Units, and Head of the Group Accounting.
Technical Director, Japanese Institute of Certified Public Accountants (JICPA)
Yoichi Mori leads integrated reporting and assurance for non-financial information projects, as well as accounting and organizational governance of not-for-profit organization projects in JICPA. He has worked with multiple stakeholders in the corporate reporting field, including businesses, investors and regulators through research projects, framework development and policy development for almost a decade. He was a member of the IIRC Technical Taskforce and contributed development of the International Integrated Reporting Framework.
He currently supports several Japanese companies, including a financial group and a manufacturing company, on integrated reporting and strategy development as an independent consultant. He has put his efforts into the recovery of the North Eastern Region of Japan from the Tsunami disaster in 2011 through the development of a funding, reporting and monitoring scheme.
Before joining JICPA, he worked on financial audit, valuation, corporate governance and sustainability management in KPMG Azsa. Yoichi is a certified public accountant of Japan and majored Economics in Hitotsubashi University.
Global Lead Integrated Reporting, Novo Nordisk
Cora Olsen is responsible for the environmental, social and governance (ESG) data reported in the integrated annual report at Novo Nordisk. She drives the continuous development of the pre-financial reporting in the integrated annual report to ensure accountability of performance towards becoming a sustainable business. In addition, she is also responsible for setting up and embedding internal control processes that are aligned with financial reporting to ensure a high level of data quality. She is also responsible for the assurance process related to ESG information.
Cara is involved in the IIRC business network on integrated reporting, the Future-Fit Development Council and SASB’s Sector Advisory Group for Biotechnology & Pharmaceuticals. Furthermore she sits on the Advisory Board for the Center for Corporate Reporting based in Switzerland. Before joining Novo Nordisk in 2008, Cora worked for Ernst & Young as a consultant within the area of sustainability.
CEO, Integrated Reporting Committee of South Africa
Leigh has been deeply involved in the development of integrated reporting in South Africa. She is a founder of the Integrated Reporting Committee (IRC) of South Africa and is its Chief Executive Officer and Chairperson of the technical Working Group.
She was involved in the development of the International
Leigh has co-authored with Professor Mervyn King the book Integrate: Doing Business in the 21st Century (Juta) and The Healthy Company (Juta 2021) and has hosted TV series on integrated reporting and integrated thinking in South Africa. Leigh has presented on integrated reporting and integrated thinking in South Africa and internationally to boards, executives and practitioners. She has adjudicated for the CGISA Integrated Reporting Awards in South Africa. Leigh is a Chartered Accountant (SA).
Associate Director, Global Sustainability, JLL
Tom has worked in the field of sustainability for more than 15 years with a focus on strategy, policy and reporting. Tom is currently responsible for overseeing JLL’s sustainability reporting efforts, including production of the firm’s award-winning sustainability report, leading on Integrated Reporting efforts, submissions to indices such as CDP and DJSI, and supporting global business development activities. Tom has contributed to a number of thought leadership publications and round tables, particularly focusing on Integrated Reporting.
Prior to joining JLL, Tom worked for the Civil Service for 12 years in a number of roles including sustainable development policy advisor to the Cabinet Office and Prime Minister’s Office. In this role he was responsible for the formulation and delivery of sustainability strategy including target setting, delivery and forecasting. He lead on a number of projects during this time including climate change adaptation, carbon reduction planning, carbon offsetting, supply chain impact identification and the integration and mainstreaming of sustainability into business planning and policymaking.
Tom holds a degree in philosophy from the University of Reading.
Chairman, Corporate Reporting Projects, Institute of Chartered Accountants of Scotland (ICAS)
Hugh Shields is the Chairman of Corporate Reporting Projects, Institute of Chartered Accountants of Scotland (ICAS). He joined the IASB in 2014 as the Executive Technical Director and leads the IASB’s technical staff. He previously held senior positions both in banking and public accounting practice. He has extensive experience in the application of IFRS, having held senior technical accounting and financial reporting roles across Asia, Europe, Africa, the Middle East and the Americas. He has also served as a member of various advisory bodies to the Fédération des Experts-comptables Européens and the European Financial Reporting Advisory Group. Hugh qualified with the Institute of Chartered Accountants of Scotland in 1990 after graduating in Economics from the University of Cambridge. Hugh is also professionally qualified as a corporate treasurer and worked at Mobil Oil for four years in this capacity.
CEO, Active Investment Management (AIM) Consulting
Jason A. Voss, CFA is CEO of Active Investment Management (AIM) Consulting, LLC, a firm advising active investment managers on how to improve their cultures and performance. Prior, he served as global Content Director at CFA Institute. Previously Jason was co-Portfolio Manager of the Davis Appreciation & Income Fund. He is the author of multiple books, including Return of the Active Manager, The Intuitive Investor, and Valuation Techniques: Discounted Cash Flow, Earnings Quality, Measures of Value Added, and Real Options. Jason is a frequent writer and speaker about how active investment managers may improve their performance.
Voss has published research in multiple journals, including the Journal of Private Equity, the Journal of Behavioral Finance, and the Swiss accounting journal, IRZ. Research interests include: financial statement analysis; geopolitics; intuition; lie detection; and meditation. Jason earned his B.A. in Economics, and MBA in Finance and Accounting from the University of Colorado, and holds the Chartered Financial Analyst designation.
Zubair is a director at WithNova and lectures at the University of the Witwatersrand. He is a corporate reporting, governance and accounting specialist, having spent 18 years as a director at PricewaterHouseCoopers Inc in South Africa
Zubair also spends time working on corporate governance matters, which is best reflected in his involvement with the Corporate Governance Network (CGN) of the Institute of Directors (IODSA). He has previously served on various committees that provide technical input to standard setters and regulators in South Africa.
He is a past convenor of judges for the Integrated Report Awards which is hosted by the Chartered Secretaries Southern Africa and the JSE and is currently one of the judges for the aforementioned awards.
Charles T. Zlatkovich Centennial Professor of Accounting, University of Texas at Austin | Chair of the SASB Standards Board Sector Chair for Financials and Renewable Resources & Alternative Energy
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 Review, Journal of Accounting Research, Journal of Accounting and Economics, Review 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).
Member of the Sustainable Investment and Stewardship Strategies team at the California State Teachers’ Retirement System | Co-Vice Chair of the SASB Standards Board Sector Chair for Extractives & Minerals Processing
Verity Chegar is Vice Chair of the SASB Standards Board. Since 2011, her work has focused on sustainable investing. She is currently a member of the Sustainable Investment and Stewardship Strategies team at the California State Teachers’ Retirement System. 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.
Senior Managing Director, Protiviti Chairman Emeritus, Committee of Sponsoring Organizations of the Treadway Commission (COSO) | Co-Vice Chair of the SASB Standards Board Sector Chair for Technology & Communications
Bob Hirth served as COSO Chair from June 2013 to February 2018, his activities included leading COSO’s project on revising its Enterprise Risk Management Framework which was released in September 2017, issuing COSO’s Guide on Fraud Risk Management and actively promoting COSO’s 2013 Internal Control Integrated Framework around the world and through the Media. He has worked on assignments and made presentations in over 20 countries, serving more than 50 organizations and working closely with board members, C-level executives, University professors, finance and accounting personnel as well as public accounting firm partners and employees.
He is a Senior Managing Director of Protiviti, a global internal audit and business risk consulting firm that operates in 22 countries. Prior to that, he was Executive Vice President, global internal audit and a member of the Firm’s six-person executive management team for the first ten years of Protiviti’s development.
In 2012, Bob was appointed to serve a two year term on the Standing Advisory Group of the Public Company Accounting Oversight Board (PCAOB) and was re-appointed to serve a three-year term ending December 31, 2016.
Bob started his career in public accounting and became a global equity partner of Arthur Andersen in 1988. During his tenure there, he worked in the Dallas, Melbourne Australia, San Jose and San Francisco offices, serving as a partner in both the audit and advisory practices of the firm. For over 20 years, he practiced as a CPA in Texas and California and also qualified as a chartered accountant and registered company auditor while working in Australia.
In 2013, Bob was inducted into The American Hall of Distinguished Audit Practitioners. In 2014 and 2015, he served as the Chairman of the IIA’s IPPF re-look task force. Bob graduated from Southern Methodist University in Dallas, Texas, with a concentration in accounting.
Members of the Board
Retired Partner, Baker & McKenzie LLP Sector | Chair for Services
Daniel Goelzer is a Washington, DC-based retired partner in the law firm of Baker & McKenzie. He joined the Firm in 1990, after seven years as General Counsel of the Securities and Exchange Commission. In 2002, Mr. Goelzer was appointed by the SEC as a founding member of the Public Company Accounting Oversight Board, the body responsible for oversight and regulation of independent auditors of US public companies and securities broker-dealers. He served as Acting PCAOB Chairman from August 2009 through January 2011, leaving the Board upon conclusion of his term in 2012. He returned to Baker & McKenzie in late 2012 and retired as a partner at the end of 2015. Mr. Goelzer has authored numerous articles concerning federal securities law topics. He currently prepares a monthly newsletter, Audit Committee and Auditor Oversight Update.
Former CFO, UPS Sector | Chair for Transportation and Infrastructure
Kurt Kuehn, former United Parcel Service’s chief financial officer, was on the front lines of UPS’s transformation from a private U.S.-focused small package delivery company to one of the world’s largest publicly traded logistics companies with more than 398,000 employees. He was responsible for all activities related to accounting, finance, financial planning, taxes, and treasury. Prior to his appointment as CFO in 2008, he was senior vice president worldwide sales and marketing, leading the revamping of the sales organization to improve the customer experience around the globe. He was also UPS’s first vice president of investor relations, taking the company public in 1999 — the largest IPO in the 20th century.
Since he joined UPS as a driver in 1977, his UPS career has included leadership roles in sales and marketing, engineering, operations, and strategic planning. He also was one of the early internal supporters of UPS’s sustainability program, working on the very first sustainability report in 2002. He remained a member of the corporate sustainability steering committee.
Kuehn is on the board of NCR Corp and Henry Schein Inc. He also serves on the board of the Woodruff Arts Center and Atlanta Shakespeare Company. A native of South Bend, Ind., he attended Yale University and received a master’s degree in business administration from the University of Miami. He also is a graduate of the advanced management program of the Wharton School of Business.
Senior Portfolio Manager, Head of Social Impact Investing, Wells Fargo Private Bank | Sector Chair for Health Care
Lloyd Kurtz is a senior portfolio manager and Head of Social Impact Investing for Wells Fargo Private Bank in San Francisco, California. Prior to joining Wells Fargo, Mr. Kurtz was chief investment officer and co-head of the investment committee for Nelson Capital Management, an investment firm affiliated with Wells Fargo. Before joining Nelson Capital, Mr. Kurtz spent nine years as a research analyst and director of quantitative research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm. Before that he was senior research analyst at KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG (Environmental, Social, and Governance) investment.
At KLD, Mr. Kurtz participated in the development of the Domini Social Index, now known as the MSCI KLD 400, the first broad-based ESG benchmark in the U.S. In 1996 and 2011 he published, with Dan DiBartolomeo, studies of its performance in the Journal of Investing. Mr. Kurtz’s other writings include the book Looking Forward, Looking Back, a review of social and sustainable investment research for the University of Tilburg; and the social investment chapter of the Oxford Handbook of Corporate Social Responsibility. He has been in the financial industry for more than 30 years.
Mr. Kurtz is affiliated with Northwestern University’s Kellogg School of Management, where he serves as faculty co-chair of the Moskowitz Prize research competition, and as a member of the steering committee for the Impact & Sustainable Finance Faculty Consortium.
Mr. Kurtz holds an MBA from Babson College and a B.A. from Vassar College, and holds the Chartered Financial Analyst® designation.
Managing Director, Sustainable Investing, KKR Sector | Chair for Consumer Goods
Elizabeth Seeger joined KKR in 2009 to help oversee the consideration of environmental, social, and governance (ESG) issues throughout KKR’s investment process, including the management of KKR’s ESG-focused value creation programs for its portfolio companies. Ms. Seeger was previously a project manager in the corporate partnerships program of Environmental Defense Fund (EDF). Prior to EDF, she was a consultant with the Corporate Executive Board (CEB), where she advised companies from a broad range of industries in Europe and the United States. Before CEB, Ms. Seeger was an associate at the Environmental Law Institute, a non-profit organization focused on environmental law and policy research and education. She is a 2013 Aspen Institute First Movers Fellow and became a member of the Sustainability Accounting Standards Board in 2017. Ms. Seeger has close to 20 years of experience working on corporate environmental and social issues and earned a B.A. with honors from the University of Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania.
Partner, EY Sector Chair for Resource Transformation
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), hosted sector-specific Q&A webcasts for investors, developed podcasts on investor uses of tax disclosures and stock compensation, and hosted forums with auditors, preparers, securities regulators, securities attorneys, investors and audit committee members to kick off the Disclosure Framework project. 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).
Partner, Head of Sustainability, PwC Denmark
Susanne is a partner in PwC and leads the Sustainability Advisory and Assurance practice in Denmark. Before then, she was with the Danish-based global healthcare company, Novo Nordisk, for 20 years; since 2008 as Vice President of the Corporate Sustainability function. In this capacity she set direction for Novo Nordisk to be a leader with high and forward-looking standards for driving a sustainable business and documenting progress. 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. She has led sustainability-driven initiatives, trendspotting, issues management and stakeholder engagement, with particular focus on ESG investors and the community of sustainability professionals. She is member of, the Board of the International Corporate Governance Network (ICGN), member of the Board of Shift, 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 and was recently appointed Ambassador to the International Integrated Reporting Council (IIRC).Susanne is also adjunct professor at the Copenhagen Business School and visiting professor at UC Berkeley-Haas School of Business.
Senior Counsel, Benchling
Stephanie Tang is Senior Counsel at Benchling, where she advises on corporate and employment issues. She was previously Director and Senior Corporate Counsel, Securities and Corporate Governance at Autodesk, where she was responsible for SEC and corporate governance matters. Prior to joining Autodesk, Stephanie was Director of Legal at Stitch Fix, leading the company’s securities and governance function and advising on a range of areas including employment, compensation, and finance. Before Stitch Fix, she was Senior Corporate Counsel and Assistant Corporate Secretary at The Clorox Company, where she helped develop the company’s corporate governance stockholder outreach program, and an associate in the corporate group at Orrick, Herrington & Sutcliffe LLP. She also served as a fellow at the ACLU of San Diego and Imperial Counties, where she worked on immigration, capital punishment, education, and First Amendment issues. Prior to law school, Stephanie worked as a risk analyst at a hedge fund. She has a J.D. from Yale Law School and a B.A. in Economics from Yale University.
Partner, KPMG in the Netherlands
Mark Vaessen has been a partner in KPMG’s audit practice since 1999, and has an in-depth knowledge of capital markets, global standards and EU regulatory issues. At a global level, Mark chairs KPMG’s Better Business Reporting Network. As the former KPMG’s global IFRS leader, he led a network of IFRS specialists around the world, who together provide support to KPMG’s clients in implementing and applying IFRS. Mark serves on board of two European organizations, Accountancy Europe and EFRAG, and was a member of the International Accounting Standards Board’s (IASB’s) IFRS Advisory Council from 2009 to 2013. Recently he has been appointed to serve on the SASB Standards Board, starting 1 January 2021.
Former Vice Chairman; Global Assurance at PwC
Richard was Vice Chairman; Global Assurance at PwC.
Until 30 June 2018, Richard was a member of PricewaterhouseCooper’s Global Leadership Team with responsibility for Assurance including audit.
During his 38 years with PwC he held a variety of senior business leadership roles as well as working with many of the Network’s largest clients. He was a member of the Global Leadership Team from June 2013 to June 2018 and PwC UK’s Executive Board from June 2006 to June 2013, initially as UK Assurance Leader and then as Head of Reputation and Policy. He has lived and worked in New York and Hong Kong in addition to London, which is his home.
Richard is a Fellow of the Institute of Chartered Accountants in England and Wales. He graduated with honours as a Bachelor of Science in Mathematics and Operational Research from Southampton University in 1980. He is married with four adult children.
Chairman, Perella Weinberg Partners | The Value Reporting Foundation, Chair of the Board
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.
Chief Executive of ACCA
Helen Brand is chief executive of ACCA, the global body for professional accountants, a post she has held since 2008.
Ms. Brand has built her career within professional bodies and has considerable experience and knowledge of the 176 markets in which ACCA currently operates. She is a founding member of the International Integrated Reporting Council (IIRC) and now serves as a co-Vice-Chair of the Value Reporting Foundation Board. A member of the UK government’s Professional and Business Services Council, she was also appointed to the UK DIT’s Trade Advisory Group on Professional Advisory Services in August 2020.
One of the few women to lead a global professional body, Ms. Brand is a regular media commentator on the role ethics and the delivery of public value play in business and society. In 2011, ACCA became the first international professional body to publish an integrated report on its performance and Helen remains a strong advocate for the power of wider corporate reporting. She has also driven ACCA’s pioneering work in supporting the development of the profession across Asia, sub-Saharan Africa, Europe and the Middle East.
Ms. Brand holds a BA in Politics from the University of Exeter. She was awarded an OBE in the Queen’s Birthday Honours list in June 2011 for services to accountancy and received an honorary doctorate from the University of Exeter in December 2017.
Former Chairman, SEC | The Value Reporting Foundation, Vice Chair of the Board
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.
Members of the Board
Janine Guillot is Chief Executive Officer of the Value Reporting Foundation. As CEO, her priorities are to increase use of Integrated Thinking Principles, the Integrated Reporting Framework and the SASB Standards by companies and investors around the world and to advance progress towards a globally accepted comprehensive corporate reporting system. Ms. Guillot was CEO of SASB before becoming CEO of the Value Reporting Foundation.
Prior to joining SASB, Ms. Guillot served as Chief Operating Investment Officer for the California Public Employees’ Retirement System (CalPERS). She has held senior leadership positions at Barclays Global Investors and Bank of America. At Barclays Global Investors, she served as Chief Operating Officer for BGI’s European and Global Fixed Income businesses. At Bank of America, she served in Chief Financial Officer and Chief Administrative Officer roles for retail and commercial business units. A graduate of Southern Methodist University (SMU), she began her career as a technical accountant and auditor with Ernst & Young.
In recognition for her leadership at the intersection of sustainability, accounting and finance, Ms. Guillot was selected as a 2020 NACD Directorship 100 Honoree and named to the 2020 Business Insider’s 100 People Transforming Business list.
Senior Advisor, Value Reporting Foundation
Charles Tilley OBE served as 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 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 also instigated the joint venture with the American Institute of CPAs to create the Association of International Certified Professional Accountants.
The importance Charles places in integrated reporting stems from his time as Group Finance Director of two investment banks, Hambros and Granville Baird where he understood the importance of integrated thinking and decision-making that is grounded in robust and strategic data.
Charles is former chair of IFAC PAID Committee and former member of A4S Advisory Council and is a member of the UK Financial Reporting Council’s Stakeholder Advisory Panel.
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.
Senior Counsel, Cleary Gottlieb Steen & Hamilton
Alan L. Beller is a preeminent legal advisor and recognized thought leader regarding securities law, capital markets and corporate governance. He currently serves in leadership oversight roles for organizations dedicated to long-term quality and stability of capital markets and the best interests of investors and issuers. Mr. Beller is a member of the Board of Directors and the Audit and Risk Committees of The Travelers Companies, Inc., a Dow Jones company. He is also a Trustee of the IFRS Foundation, which is responsible for governance and oversight of the International Accounting Standards Board and International Financial Reporting Standards, the global system of accounting standards used in more than 130 countries.
Mr. Beller was the Director of the Division of Corporation Finance of the U.S. Securities and Exchange Commission and a Senior Counselor to the Commission from January 2002 until February 2006. During his four-year tenure, he led the Division in producing the most far-reaching corporate governance, financial disclosure and securities offering reforms in SEC history. Among his accomplishments were the implementation of the corporate provisions of the Sarbanes-Oxley Act of 2002, the adoption of the first general corporate governance standards for listed companies and the successful completion of comprehensive securities offering reforms.
During his more than 30 years of experience in private practice with Cleary Gottlieb, Mr. Beller has represented market-leading US and non-US companies, independent directors and audit committees in complex transactions, including privatizations, demutualizations and other initial public offerings, and corporate governance, securities, corporate, and accounting and auditing matters. He has lectured and written extensively on these and other topics.
Partner, Brunswick Group
Pru Bennett is a Partner of Brunswick Group assisting Australian and Asian corporate clients on issues such relating to corporate governance, ESG strategies and stakeholder management and communications. Ms. Bennett is a Senior Advisor to Sydney based Morrow Sodali.
Ms. Bennett is chairman of the National Foundation For Australia China Relations, a director of Global Compact Network Australia and the International Integrated Reporting Council Board, a member of the Council for the Asian Corporate Governance Association, Advisory Council for Hong Kong based investment management firm, Oasis Capital and the Deakin University Integrated Reporting Advisory Board.
Until January 2019, she was a Managing Director at BlackRock and Head of BlackRock’s Investment Stewardship Team for the APAC Region based in Hong Kong. In that role, she led a team that responsible for engagement and proxy voting activities concerning the companies in which BlackRock invests on behalf of clients.
Ms. Bennett is an active participant in the public debate on corporate governance, stewardship, and responsible investment and as such regularly speaks and writes on the importance of these issues for company performance and investment decisions. In 2018 she received the Asia Industry Leadership Award from 100 Women in Finance. In 2013, she was named as one of Australia’s top 10 Women of Influence in Corporate Governance.
She is a member of a number of industry and regulatory bodies including Public Shareholder Group of Hong Kong’s Securities and Futures Commission, the Monetary Authority of Singapore’s Corporate Governance Advisory Committee, a council member of the Asian Corporate Governance Association, director of the International Integrated Reporting Council and a member of the Deakin University Integrated Reporting Centre Advisory Board.
Ms. Bennett is a champion of diversity and inclusion of all kinds. She is a member of steering groups for the Australian and Hong Kong chapters of the 30% club, a market initiative to increase the number of women on boards and in senior management. She has published several papers on board diversity.
Before taking on her BlackRock role in August 2010, she was head of Corporate Governance at institutional advisor Regnan Governance and Research until 2010. From 1998 to 2009 she was a director of Australian proxy advisor Corporate Governance International, which was acquired by Glass Lewis & Co in 2006 and is now known as CGI Glass Lewis. Before working in the area of corporate governance, she was Investor Relations Manager for Qantas Airways Limited.
Ms. Bennett has a BCom from the University of New South Wales, is a member of the Institute of Chartered Accountants Australia and New Zealand, a member of the Singapore Institute of Directors, and a graduate and member of the AICD.
Chief Accounting Officer, Bank of America
Rudi Bless is the Chief Accounting Officer at Bank of America and leads the Global Financial Control organization. GFC is responsible for a variety of functions, including managing and executing legal entity reporting; interpreting and applying accounting policy and standards; overseeing financial controls and operational risk assessments; managing and maintaining financial data and systems; managing general ledger and sub-ledger accounting; and tax activities.
Mr. Bless joined Bank of America in November 2014. Previously he was with Credit Suisse AG (CS), where he held various roles over 12 years, most recently as deputy chief financial officer and chief accounting officer. While at CS he led a number of major initiatives, including managing the implementation of Basel 3 for capital and liquidity and a finance transformation with a focus on data, systems and off-shoring. In addition, he has broad experience in financial and regulatory accounting both from a policy and reporting standpoint. Prior to joining CS, Bless spent 20 years with PricewaterhouseCoopers in New York, Frankfurt and Zurich. He was a partner for eight years and focused on clients in the financial services area. Bless holds a bachelor’s degree in Accounting from the University of Delaware.
Executive Director and Chair of Prudential Supervision, De Nederlandsche Bank
Else Bos has 40 years of experience in asset management, financial regulation and banking. Ms. Bos currently serves as the executive director and chair of Prudential Supervision at De Nederlandsche Bank, the central bank of the Netherlands, a part of the European System of Central Banks (ESCB).
Ms. Bos joined De Nederlandsche Bank in July 2018 after serving, since 2013, as CEO of PGGM, the pension provider for PFZW, the second largest pension fund in the Netherlands. She also held various board positions at PGGM, such as Chief Institutional Business (2010-2013), Chief Executive Officer Investments (2005-2009) and COO Investments (2002-2005). Prior to this, she worked for NIB Capital Asset Management and ABN AMRO.
Ms. Bos also serves on several boards, including those of the International Centre for Pension Management (ICPM) and the Supervisory Board of NOB (National Opera and Ballet). Since 2017, she has been a Trustee of the IFRS Foundation. Ms. Bos is also a strategy advisor to the board of FCLT Global, a non-profit organization working to encourage sustainable practices in business and investment decision-making, where she was a board member until the end of 2018. In addition, she has served on other boards, including those of the United Nations PRI, and the board of the Pacific Pension & Investment Institute (PPI). She was also a member of the Dutch Monitoring Committee for Corporate Governance.
Senior Independent Director Kingfisher plc.
Catherine Bradley has held a number of senior finance roles for 33 years in investment banking and risk management, in the US, then the UK and finally Asia, starting with Merrill Lynch for 10 years. She returned to Europe in 2014 to start her governance career. She was appointed by HM Treasury to the Board of the FCA, the financial sector regulator in the UK until August 2020, also as Chair of its Audit Committee. She was a Board member with Atkins Plc, FTSE 250.
Ms. Bradley was until January 2021 a Board member with Peugeot Citroen in France and Chair of its Audit Committee, where she oversaw the group’s merger with Fiat Chrysler. She is currently the Senior Independent Director with Kingfisher plc, FTSE100. She is also a Board member of easyJet plc and Chair of its Finance Committee; and a Board member of Johnson Electric, listed in Hong Kong. She chairs the Investment Committee of the Athenaeum Club in London. She graduated from HEC Paris with a major in Finance and International Economics. She was awarded a CBE in 2019 for public service.
Ms. Bradley contributed to the inception of the FICC Markets Standards Board and remained a Board member until September 2020. The FMSB is the voluntary and industry-led body that sets standards and good practice for the fixed income, currencies and commodities markets, with the commendation from the Bank of England and UK as well as international regulators.
Group CFO of Itaú Unibanco S.A.
Alexsandro Broedel Lopes is Group CFO of Itau Unibanco and a Trustee of the IFRS Foundation.
In addition to his background as a corporate executive, Alexsandro has experience as a regulator, standard-setter and academic. A former member of the Accounting Standards Advisory Forum (ASAF), the IFRS Advisory Council, the Board of the International Integrated Reporting Committee (IIRC) and the Brazilian Accounting Standards Board (CPC) he has been heavily involved in the international corporate financial reporting debate. From 2010 to 2012, he was a Commissioner of the Securities and Exchange Commission of Brazil when he worked on the adoption of IFRS for Brazilian listed companies.
As an academic, Alexsandro held positions at the London School of Economics, Alliance Manchester Business School, Arizona State University and University of São Paulo. He has been a guest speaker at conferences in Latin America, Europe and North America and his papers were published in journals like the British Accounting Review, International Journal of Accounting, Journal of International Accounting Research and Emerging Markets Review, among others.
A chartered management accountant (FCMA, CGMA) and a Brazilian certified accountant, he has a PhD in Accounting and Finance from the University of Manchester and undergraduate degrees in Accounting and Law from the University of São Paulo
Chief Sustainability Officer, Chief Marketing Officer, and CEO, Institute for Sustainable Investing, Morgan Stanley
Audrey Choi is Morgan Stanley’s Chief Sustainability Officer, Chief Marketing Officer and a member of the Firm’s Management Committee. As Chief Sustainability Officer, she oversees the firm’s efforts to promote global sustainability through the capital markets. As Chief Marketing Officer, Ms. Choi is responsible for stewarding the brand to reflect the firm’s core values of leading with integrity and exceptional ideas across its businesses and geographies.
In a career spanning the public, private and nonprofit sectors, Ms. Choi has become a thought leader on how finance can be harnessed to address community concerns and global challenges. Prior to joining Morgan Stanley, she held senior policy positions in the Clinton Administration, including serving as Chief of Staff of the Council of Economic Advisers, and Domestic Policy Advisor to the Vice President.
Previously, Ms. Choi was a foreign correspondent and bureau chief at The Wall Street Journal. She serves on the boards of several national nonprofits focused on sustainability, community development and social justice. Ms. Choi is a graduate of Harvard College and Harvard Business School.
Audit & Assurance Partner, Deloitte & Touche LLP
Michelle has more than 30 years of professional experience serving many of Deloitte’s largest global automotive and manufacturing clients. Michelle has experience working with global companies during periods of significant growth and change, including mergers and acquisitions, divestitures, and SEC registrations. She is a trusted service provider to many clients and their respective service teams. In addition to her client service roles, Michelle has held a number of firm leadership positions. She is currently a member Deloitte’s US Board of directors and serves as the chair of the finance and audit committee and she is a member of the governance committee, she is the Audit & Assurance ideation leader, and member of the US automotive sector leadership team.
President and Chief Executive Officer of Business for Social Responsibility
Aron is recognized globally as a preeminent authority on corporate responsibility and sustainability strategy by business, NGOs, and the public sector.
Under his leadership, BSR has doubled its staff and expanded its global presence, which currently includes offices in Copenhagen, Guangzhou, Hong Kong, New York, Paris, San Francisco, Shanghai, and Tokyo. On a day-to-day basis, Aron advises senior executives at more than 250 member companies and other global businesses and is regularly featured as a speaker at major events and in a range of top-tier media outlets. Aron is co-author of the book Sustainable Excellence: The Future of Business in a Fast-Changing World, which spotlights some of the sustainability strategies that drive business success.
Aron joined BSR in 1995 as the founding director of its business and human rights program and opened BSR’s Paris office in 2002, where he worked until assuming his current role as President and CEO in 2004.
Previously Aron practiced law in San Francisco and worked as a journalist at ABC News in New York.
CEO, Corporate Leadership Center
Deb DeHaas is the CEO of Corporate Leadership Center (CLC), a leadership development organization designed to cultivate dynamic business leaders within leading Fortune 500 and other high performing companies. Combining real-world experiences with new perspectives and insights, CLC builds participants’ leadership skills so they can propel their companies-and their careers- to the next level. In February 2021, she was elected as an independent member of the Board of Directors of Dover Corporation, a Fortune 500 diversified global manufacturer and solutions provider with annual revenue of approximately $7 billion.
Prior to joining CLC, Ms. DeHaas served as a Vice Chairman at Deloitte until her retirement in September 2020. She also served as a member of Deloitte’s US Executive Committee, as a member of the Deloitte US Board of Directors, and as the US Firms representative on the Deloitte Canada board. She also served as Deloitte’s Chief Inclusion Officer, as the National Managing Partner of the Deloitte Center for Board Effectiveness and as the Midwest, Central Region and Chicago Office Managing Partner.
Ms. DeHaas was named to Accounting Today’s “Top 100 Most Influential” list in 2013 and 2014, the CPA Practice Advisor 2014 Most Powerful Women in Public Accounting list, and to the 2015-2020 NACD Directorship 100, which recognizes influential leaders in corporate governance. She is an NACD Fellow and frequently speaks and writes on key topics impacting corporate governance and boards. Deb is also involved as a board member for a number of Chicago and national not-for-profit and Higher Ed institutions, including as a trustee of Northwestern University and the University of Denver, as a member of the Civic Committee of the Commercial Club of Chicago, and as the Board Chair of the Civic Consulting Alliance. Deb has also been a Henry Crown Fellow at the Aspen Institute.
International Company Director
Jane Diplock AO, is a professional international company director. She has chaired and been a member of many boards and committees in the public, private and not-for-profit sectors.
She currently Chairs the Abu Dhabi Global Market Regulatory Committee, is a non Executive Director of Singapore Exchange Limited and a Director of Singapore Regulation Pty Ltd. She is an Ambassador for the World Benchmarking Alliance and a Member of the Public interest Oversight Board. Jane is also a Director of Australian Financial Services Group and sits on the Advisory Board of the Malaysian Alliance of Company Directors.
Previously she was Chair of the Executive Committee of the International Organisation of Securities Commissions (IOSCO) for seven years, and chairman of the new Zealand Securities Commission for nine years, following an executive career in banking and public service.
She was awarded the Honour of Officer of the Order of Australia in 2003.
Chairman, World Benchmarking Alliance
A passionate global leader in capital market reform – from corporate governance to reporting & measurement; to sustainability.
Mr. Druckman is well known and respected in business, regulation and in the accounting profession worldwide. Following an entrepreneurial career in the accountancy software industry, Mr. Druckman has operated as a non‐executive chairman and director for companies in a variety of sectors.
He is Chairman of the World Benchmarking Alliance which is building a movement to measure and incentivise business impact towards a sustainable future that works for everyone through free and transparent benchmarks and rankings
In the accounting profession Mr. Druckman’s highlights include being President of the Institute of Chartered Accountants in England & Wales; being on the City Takeover Panel; and as a Board member of the UK regulator, the Financial Reporting Council. The FRC non-executive role was over 2 separate terms, including the post Enron era and then again until 2019. He also chaired the FRC’s Corporate Reporting Council which sets UK accounting standards and currently is chairing a major FRC project on the Future of Corporate Reporting.
In the field of sustainability, a highlight was chairing HRH The Prince of Wales Accounting for Sustainability Project (A4S) Executive Board for many years, whilst his last full-time role was at the International Integrated Reporting Council where he helped create and then led the team as CEO for five years from inception.
He has a variety of other roles currently – from chairing Clear Insurance; to being a Board member of the Shift Project, which brings respect for human rights to business via the UN Guiding Principles.
Mr. Druckman is an Ambassador for A4S and an Honorary Professor at Durham Business School.
Mr. Goldman is the current President of Hillspire, a Family Office, responsible for financial and administrative functions, along with real estate, aviation and maritime activities.
Mr. Goldman is the former chief financial officer of Yahoo!. Mr. Goldman joined Yahoo! in 2012 and throughout his five year tenure was responsible for Yahoo!’s global finance functions including financial planning and analysis, controllership, tax, treasury and investor relations. Prior to joining Yahoo! Mr. Goldman served as senior vice president, finance and administration, and chief financial officer at Fortinet, Inc, a provider of unified threat management solutions, from 2007 to 2012. Mr. Goldman also served as senior vice president, finance and administration, and chief financial officer of Siebel Systems, Inc. During a professional career spanning over forty years, Mr. Goldman has served as CFO of multiple public and private companies and as CFO has helped take three companies public.
Mr. Goldman was a member of the Board of Trustees of Cornell University from 2005 to 2013 and was subsequently designated as Emeritus Trustee; and is currently on the Harvard Business School California Research Center Advisory Board. Mr. Goldman was appointed in January 2015 to a three-year term to the Public Company Accounting Oversight Board’s (PCAOB’s) Standing Advisory Group (SAG), an organization that provides advice on the need to formulate new accounting standards or change existing standards. He was a member of the Treasury Advisory Committee on the Auditing Profession over the years 2007-2008, a public committee that made recommendations to encourage a more sustainable auditing profession.
Mr. Goldman holds a B.S. in Electrical Engineering from Cornell University and an M.B.A. from the Harvard Business School. In his spare time, he enjoys skiing, windsurfing and kiteboarding and golf and resides in Atherton, Ca with his wife and has three children who reside locally.
Partner, Deloitte & Touche LLP – Retired | Value Reporting Foundation, Treasurer of the Board
Steven Gunders is a retired partner of the Management Consulting Practice of Deloitte. He joined Touche Ross & Co in New York in 1969 and proceeded to work in both the Accounting and Management Consulting functions of the firm. He became a partner in 1977 and managed several geographic consulting practices as well as the Strategy & Operations Practice for Deloitte across both the US and Europe. He has focused his career in the Financial, M&A & Strategy areas working on major global corporate clients, private equity investment firms and large private companies. His career has provided him with a broad based understanding of a number of industries including Manufacturing, Aviation & Leisure, Chemicals, as well as a number of Service Businesses. He has worked all over the world and has lived and worked out of London, UK for seven years. This experience has provided him with a broad based understanding of business enterprises in the US, Europe and Asia.
After his retirement, Mr. Gunders has served on several corporate boards as well as a number of non-profit organizations in New York, San Francisco and London.
Mr. Gunders received his MBA from the University of Chicago, Booth Graduate School of Business and his BA from the City College of New York.
Former Chairman, FASB
Robert H. Herz is a member of the boards of directors and various board committees of Morgan Stanley, Fannie Mae, Workiva Inc., and Paxos. He chairs the audit committees of Fannie Mae and Morgan Stanley. He also serves on the advisory boards of several other companies and regulatory bodies and was formerly a trustee and vice chair of the Kessler Foundation. He is also an executive in residence at the Columbia Business School. Previously, Mr. Herz was Chairman of the Financial Accounting Standards Board (FASB) from 2002-2010, a member of the International Accounting Standards Board, and was for many years a partner at PwC, including serving on its global board.
Chief Executive Officer, Sustainalytics
Michael Jantzi is the CEO of Sustainalytics, a Morningstar Company. He was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Michael is a thought leader on sustainable investment and corporate social responsibility issues and is the co-author of The 50 Best Ethical Stocks for Canadians: High Value Investing, published by MacMillan Canada. In 2012 and 2020, Michael was named one of Canada’s “Clean50” leaders, and in 2020 he was also awarded the prestigious Canada “Clean16” award for his significant contributions to the causes of sustainability and clean capitalism in Canada. Under Michael’s leadership, Sustainalytics recently won several Environmental Finance and Climate Bonds awards for its work with green bonds. For more than a decade, Michael has served as a member of the Finance and Investment Committee of MakeWay, and he was appointed to the Board of Directors in 2018. Michael also serves on the Board of Directors of the PRI (Principles for Responsible Investment). Michael holds degrees from the University of Western Ontario and Dalhousie University.
Senior Adviser and former Senior Partner at Mckinsey & Company
Conor Kehoe is Senior Adviser and former Senior Partner at Mckinsey & Company. He founded Mckinsey’s Private Equity/Investor Industry Practice and served investors on a range of topics. He helped found and lead Mckinsey Solutions, a Venture Capital activity that invests in analytical tools for decision support/implementation, and, originally a software engineer, has led to Mckinsey’s Tech and Telecom Practice in Europe. He was a member of Mckinsey’s Global Risk Committee and is also adjunt lecturer at Tsinghua University in Beijing. Recently, he has refreshed his software engineering skills – completing Stanford’s Machine Learning Course in May 2018.
Conor joined Mckinsey from the then FTSE 100 Granada Group where he was a member of the Board Executive Committee and a Divisional Chairman.
He has a First-class Honours degree in electronic engineering from Trinity College Dublin, where he was a Foundation Scholar, and an MBA (with Distinction) from INSEAD.
Vice Chair of the Keizai Doyukai
Izumi Kobayashi was appointed a Vice Chair of the Keizai Doyukai (Japan Association of Corporate Executives) in April 2015. She is currently an external director of Ana Holdings Inc., Mitsui & Co. Ltd and Mizuho Financial Group.
Between November 2008 and June 2013 she was CEO and Executive Vice President of the Multilateral Investment Guarantee Agency (‘MIGA’) in the World Bank Group. Prior to joining MIGA, she was President and Representative Director of Merrill Lynch Japan. She held a number of high-level global leadership roles with Merrill Lynch after joining in 1985. She is a former director of the Osaka Securities Exchange Co., Ltd. She started her career with Mitsubishi Chemical Industries Ltd (currently Mitsubishi Chemical Corporation) in 1981.
She is active in promoting opportunities for women and young professionals in the workplace and is Co-Chair of Women Corporate Directors, Japan Chapter.
Assurance Partner and Leader of Governance Insights Center, PricewaterhouseCoopers
Paula Loop is an assurance partner and the leader of PwC’s Governance Insights Center, which strives to strengthen the connection between directors, executive teams and investors by helping them navigate the evolving governance landscape.
With more than 25 years of experience at PwC, Paula brings extensive knowledge of governance, technical accounting, and SEC and financial reporting matters to organizations.
Paula is a well known speaker on a variety of governance topics. She has also been quoted in publications such as the Wall Street Journal, Financial Times, Forbes and CNBC. Paula has been named to Directorship Magazine’s list of the 100 most influential people in US corporate governance for three years in a row.
She also serves on PwC’s US Board of Partners.
Previously, she was the New York Metro Regional Assurance Leader leading one of the Firm’s largest assurance practices responsible for over 3,000 staff and 300 partners. And from 2010 to 2012 she was PwC’s Global Talent Leader.
Paula is a Certified Public Accountant (licensed in New York) and is a graduate of the University of California at Berkeley with a B.S. in Business Administration. She lives in New Canaan, Connecticut with her husband and has three children.
Former Washington State Treasurer
James McIntire has 40 years of experience in government policy and finance. He was elected as Washington’s 22nd State Treasurer in 2008 in the midst of the financial crisis, and re-elected in 2012. As the state’s Chief Financial Officer, he was responsible for managing $400 billion of transactions per year, financing a $21 billion debt portfolio (AA+/Aa1), investment of $18 billion of assets, public deposits of $6 billion, and served three terms as Chair of the $112 billion Washington State Investment Board. He is a recent past President of the National Association of State Treasurers and is currently a Senior Advisor for Star Mountain Capital in New York.
Mr. McIntire began his career working in the U.S. Senate for Hubert Humphrey, and served as a policy advisor to congressional committee chairmen and Washington governors. He is the former Director of the Fiscal Policy Center at the University of Washington, and served on the faculty of the University’s School of Public Policy and Governance for 25 years. He represented north Seattle in the Washington State House of Representatives for 10 of those years, where he provided leadership on several fiscal committees. During his time in the Legislature, he maintained an extensive national consulting practice with Navigant Consulting, Inc., estimating product, mass tort, class action and other legal liabilities for corporations, investors and creditors.
Mr. McIntire holds a BA in Urban and Regional Affairs from Macalester College, a MA in Public Policy from the University of Michigan, and a Ph.D. in Economics from the University of Washington.
CEO of the Association of International Certified Professional Accountants
Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 667,000 + members and students. Formed in 2017, it combines the strengths of The Chartered Institute of Management Accountants (CIMA) and the American Institute of CPAs (AICPA), which Melancon also leads as President & CEO.
In 2016, Melancon led a process for members of the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA) to combine. The effort was supported by more than 85% of the members voting. The combined entity has 33 offices in 23 countries and more than 1200 staff, all under Melancon’s direction.
Melancon joined the AICPA in 1995 when he was 37 years old, and is now the longest serving CEO in the organization’s 131-year history. Under his tenure, the AICPA has grown to become the largest membership body of CPAs in the world and has spearheaded a number of initiatives to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs.
Under Melancon’s leadership in 2011, the AICPA formed a joint venture with CIMA to elevate management accounting globally. They created the Chartered Global Management Accountant (CGMA) designation for those professionals who meet the highest benchmark of rigor and quality. Today, approximately 150,000 professionals hold the CGMA designation worldwide. In its combined state, its mission is to drive a dynamic accounting profession around the world that powers trust, opportunity and prosperity. Melancon was named the Association’s first CEO.
Chief Executive of The Elders
David Nussbaum is Chief Executive of The Elders, a group of independent global leaders working to promote peace and human rights, founded by Nelson Mandela. David is also the Senior Independent Director of Drax Group plc, a Board member of the International Budget Partnership, and a member of the Ethical Investment Advisory Group of the Church of England.
From 2007 to 2016, David was Chief Executive of WWF-UK, where he also chaired the international WWF Global Climate and Energy Initiative. Prior to that, he was Chief Executive of Transparency International, the leading global anti-corruption organisation, based in Berlin.
David originally qualified as an accountant with Price Waterhouse, and moved into venture capital with 3i. He then worked in manufacturing industry, latterly as Finance Director of Field Group plc through its management buyout and subsequent successful flotation, before joining Oxfam in 1997 as Finance Director and a Deputy Chief Executive. In 2000 he was seconded for six months to head up Oxfam’s operations in India.
Between 1991 and 2006, David was a non-executive director, and later Chair, of Traidcraft plc, and subsequently a non-executive director of Low Carbon Accelerator and Vice Chair of the fair trade organisation Shared Interest Society until 2014. He served on the Marks & Spencer Executive Advisory Board on Sustainability from 2011 to 2017; and was also (non-executive) Chair of Transparency International UK until 2017.
David holds degrees in theology from Cambridge and Edinburgh universities, an MSc in Finance from London Business School and an honorary doctorate from Newcastle University.
Former Chairman of Securities and Exchange Board of India
U.K. Sinha is a former Chairman of Securities and Exchange Board of India.
Prior to being Chairman at SEBI, he was Chairman and Managing Director of UTI Asset Management Company Limited and Chairman of the Association of Mutual Funds in India. He has actively contributed to the financial sector reforms in the country and is credited with starting the micro pension movement in India. He was Chairman of the Asia Pacific Regional Committee of the International Organization of Securities Commissions from April 2011 to May 2013.
Formerly with the Indian Administrative Service, he has held several responsible government positions in India, including as Joint Secretary (Banking) and Joint Secretary (Capital Markets) in the Ministry of Finance; Chairman of the Working Group on Foreign Investment in India; and a member of Committees set up by the government including those on Liquidity Management, Foreign Institutional Investors, Corporate Bond Market and Investor Protection.
He was conferred the Economic Times ‘Business Reformer of the Year’ Award 2014 and is also the recipient of the 10th CNBCTV18 India Business Leader Award 2014 for “outstanding contribution to the cause of Indian Business.”
Director of Mission Investments, Ford Foundation
Roy Swan is the Ford Foundation’s Director of Mission Investments, responsible for the foundation’s $1.35 billion commitment to impact investments and grants globally. Before joining the Ford Foundation in January 2018, Roy was with Morgan Stanley, where he was a Managing Director and held roles including co-head of Global Sustainable Finance, which committed over $13 billion of the firm’s capital to impact investments; President & COO of Morgan Stanley Trust, a bank subsidiary; and founding CEO of Morgan Stanley Impact SBIC, a U.S. SBA-licensed investment fund where he continues to serve as Investment Committee member. Before Morgan Stanley, Roy was with Carver Bank (NASDAQ Ticker: CARV), the largest Black American-managed bank in the U.S. at that time, where he was CFO and Corporate Secretary. Over the course of his career, Roy has also worked in corporate law, investment banking, media, and as founding Chief Investment Officer of the Upper Manhattan Empowerment Zone.
Roy is a graduate of Princeton University and Stanford Law School. Roy has served on numerous nonprofit boards and impact investment fund advisory committees, including The Dalton School, Brick Church School, Bridges U.S. Sustainable Growth Fund, and Core Innovation Capital. Currently, Roy is an advisor to impact investment funds HCAP Partners and Impact America Fund, and sits on boards including Aequi Acquisition Corp. (NASDAQ Ticker: ARBG), Enterprise Community Partners, LIIF, and the Partnership for After School Education.
Director, Institute for Business and Social Impact – Berkeley Haas School of Business
Laura D. Tyson is a Distinguished Professor of the Graduate School and Faculty Director of the Institute for Business & Social Impact at the Haas School of Business, University of California, Berkeley. She chairs the Blum Center for Developing Economies Board of Trustees at UC Berkeley. From July 2018 to December 2018, she served as Interim Dean of Berkeley Haas. Previously, she was the Dean of London Business School (2002-2006) and the Dean of the Berkeley Haas (1998-2001). Tyson was a member of the US Department of State Foreign Affairs Policy Board and a member of President Obama’s Council on Jobs and Competitiveness and the President’s Economic Recovery Advisory Board. She served in the Clinton Administration as the Chair of the Council of Economic Advisers (1993-1995) and as Director of the National Economic Council (1995 – 1996). She is a member of the Board of Directors of AT&T, CBRE Group Inc., Lexmark International Inc., and Apex Swiss Holdings SARL. She is the co-author of Leave No One Behind, a report for the United Nation’s High-Level Panel on Women’s Economic Empowerment.
Chief Executive Officer of FCLT Global
Sarah Williamson is the Chief Executive Officer of FCLT Global, a not-for-profit organization dedicated to encouraging long-term behaviours in business and investment decision-making. FCLT Global conducts research, convenes business leaders, develops actionable tools and generates a broad awareness of ways in which a longer-term focus can increase innovation, economic growth and future savings.
Prior to assuming her current role in in July 2016, Williamson spent over 21 years at Wellington Management Company LLP, where she was most recently a Partner and Director of Alternative Investments. Over that time period, Williamson led the development of alternative investments and client solutions, was the chair of the Wellington Trust Company, opened the San Francisco office, and served in numerous firm leadership roles globally.
Prior to joining Wellington, Williamson spent over five years with Mckinsey and Company Inc. (1989 – 1994). She was also employed by the US Department of State (1986-1987), and was a mergers and acquisitions investment banker in New York and London for Goldman, Sachs and Co (1984-1986).
She earned her MBA, with distinction, from Harvard Business School and her BA in Economics, with honors, from Williams College. She sits on the board of Directors for Evercore inc. Additionally, she holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations. She is a US Citizen and is married with three grown children.
Chief Investment Officer, The Investment Fund For Foundations
Jay Willoughby joined TIFF in 2015 and serves as Chief Investment Officer, presiding over the full range of TIFF’s investment activities and programs. Prior to joining TIFF, Mr. Willoughby spent four years as CIO of the State of Alaska’s roughly $50 billion sovereign wealth fund, the Alaska Permanent Fund. Previously, he was Co-Managing Partner at Ironbound Capital Management and spent nine years with Merrill Lynch Investment Managers LP as CIO, Private Investors Group; Head of Research for Equity Funds; and Senior Portfolio Manager, Merrill Lynch Real Estate Fund. He received a BA in biology from Pomona College and an MBA from Columbia University, and is a CFA charterholder. Mr. Willoughby serves on the board of American Homes 4 Rent.
Philanthropist, Co-Founder of Bloomberg LP
Charles Zegar is one of the original four founding partners of Bloomberg Financial Markets. He was the technical computer expert for this partnership. He designed, programmed and managed development of the Bloomberg terminal system. Prior to Bloomberg, Mr. Zegar was a Vice President at Salomon Brothers (planning and choosing data processing equipment).
Mr. Zegar has a BS in chemistry from Long Island University (1971). He also has two master degrees from New York University in Computer Science (1977) and Biology (2005). Presently, he is involved in functional genomics research at New York University and serves as Trustee and Chief Financial Officer of his family foundation, the Zegar Family Foundation. The Zegar Family Foundation donates to numerous, diverse causes, including: science and medicine, environment, justice and human rights, human services and economic opportunity, nutrition and health, education, and arts, culture and heritage. Mr. Zegar also serves as a trustee of NYU and of Long Island University.
Charles Zegar, who prefers to be called “Chuck”, splits his time along with his wife Merryl living in both New York City and Santa Barbara.