Impact Investing in Public Markets Panel Discussion with Bill Page, Jack Robinson, and David Wood
Registration
Details
Panelists:
Bill Page, Senior Vice President, Essex Management and Portfolio Manager, Global Environmental Opportunities Strategy
Jack Robinson, Vice-Chair and Portfolio Manager, Trillium Asset Management
David Wood, Adjunct Lecturer in Public Policy and Director Harvard's Initiative for Responsible Investing
Where
E62-276
100 Main Street, Cambridge, MA 02139, United States
Speakers
Jack Robinson
Vice-Chair and Portfolio Manager
Trillium Asset Management
Jack Robinson joined Trillium in 2015 as Vice Chair. He has over three decades of experience working in the field of sustainable and responsible investing.
In 1983, Jack founded Winslow Management with the mission of providing green investment services to individual and institutional clients. Winslow began to focus exclusively on green investing in 1991. Under JackÔÇÖs leadership, the firm developed a unique growth investing style and became widely recognized as a leader in the green investing field.
In March 2009, Winslow merged with Brown Advisory, where Jack served as Partner, Portfolio Manager, and Head of Sustainability Strategies before joining Trillium.
Jack serves on the Board of Atlantica Yield (NASDAQ: ABY) and as a Trustee of Suffield Academy, where he chairs the Investment Committee. He also serves on the advisory boards of Bambeco LLC, E|F|W (Energy, Food & Water) LLP, as well as for the American Council for Renewable Energy (ACORE), Rhode Island Governor Gina RaimondoÔÇÖs Sustainability Working Group, and the Brown University Library.
Previously, Jack served on the board of directors of Spartech Corporation (NYSE:SEH) where he founded and chaired the sustainability committee, Jupiter Global Green Investment Trust and the Jupiter European Opportunities Trust. HeÔÇÖs participated on the environmental advisory boards for the University of Massachusetts and the University of Michigan.
Jack and his wife Sarah divide their time between Boston and Rhode Island, where they have built a carbon-neutral home featuring energy efficiencies, geothermal, thin-film solar, and a program for native habitat restoration and organic gardening.
Bill Page
Portfolio Manager, Global Environmental Opportunities Strategy
Essex Management Company
Bill is a Portfolio Manager on the Essex Global Environmental Opportunities Strategy (GEOS). Bill directs environmental investment policy and research for Essex, and is on the Investment and Proxy Voting Committees. Prior to joining Essex in 2009, he spent eleven years at State Street Global Advisors (SSgA), most recently as Lead Portfolio Manager for GEOS and Head of the Environmental, Social and Governance (ESG) investment team. Bill developed GEOS over a four year period at SSgA, and was a member of the Global Fundamental Strategies group. Prior to SSgA, Bill worked in product management for Wellington Management Company, LLC. Before Wellington, he worked for Fidelity Investments in asset allocation. Bill has lectured extensively on environmental investing at global investment conferences and academic institutions. During business school, Bill worked on socially responsible investment research at KLD Research & Analytics. Bill is on the Advisory Board of the Journal of Environmental Investment, a peer-reviewed, open-access journal that publishes original research at the intersection of the environment and investing. He earned a Bachelors degree in Economics from Boston University and an MBA from the F.W. Olin School of Business at Babson College.
David Wood
Adjunct Professor & Director, Initiative for Responsible Investing
Harvard Kennedy School
David Wood is an Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment (IRI) at the Hauser Center for Nonprofit Organizations. Current projects range from work with pension fund trustees on responsible investment policies, mission investment by foundation endowments, research on the changing nature of the supply for and capacity to receive capital for community investment in the US, and a global survey of the relationship between public policy and impact investment. Recent work has included the publication of theHandbook on Responsible Investment Across Asset Classes(Boston College, 2007); the development of a Responsible Property Investing Center; field definition in sustainable emerging market SME investment; and research into the investor use of corporate reporting on non-financial information. He was elected in 2008 to the Board of the Social Investment Forum. Before he came to the IRI, he taught the history of ethics, including the history of economic thought at Boston University. He received his Ph.D. in History from the Johns Hopkins University.
Hosted By
Co-hosted with: Investment Management Club