Resources created and curated to support the growth of impact investing, for those new to the field and for experienced practitioners.
An Annual Showcase of Impact Investment Fund Managers
Donna Katzin – Executive Director More Info
From 1986 until July of 1994, she served as Director of South Africa and International Justice Programs for the Interfaith Center on Corporate Responsibility. In that capacity she worked with religious bodies, institutional investors and community organizations to exert economic pressure to end apartheid, promote responsible reinvestment after apartheid, and to advance social criteria for domestic and international lending. She holds a master’s degree in Community Organization and Planning, and a doctorate in Human Services Education and Development. She is a board member of the Thembani International Guarantee Fund in South Africa, and the Center for Community Change in the U.S.
Tim Smith – Board Chair More Info
Tim Smith is Director of Environmental, Social & Governance Shareowner Engagement at Walden Asset Management, a division of Boston Trust and Investment Management, and former President of the Social Investment Forum. He is the former Executive Director of the Interfaith Center on Corporate Responsibility. He also chairs the Advisory Committee of the Calvert Social Investment Fund and is a member of the Advisory Committees for Working Assets Common Holdings, Fidelity Bank Social Principles Fund, and Working Assets Long Distance.
Matt Patsky – Board Secretary More Info
Matt Patsky is Chief Executive Officer of Trillium Asset Management. Matt is widely considered as an expert in socially and environmentally responsible investing. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Matt was most recently at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee and portfolio manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.
John Woodburn – Finance Director More Info
John Woodburn previously served as Controller for nineteen years at Environmental Defense Inc. He was long active in the trade union movements, as an organizer for The Oil, Chemical and Atomic Workers Union, and as a labor educator at The New York District Council, United Brotherhood of Carpenters and Joiners of America. John is also operating a consulting business, Back Room Ops, focusing on financial reporting and systems requirements of small-to-medium non-profit organizations.
Casey Cline – Director Impact Investing and Operations More Info
Casey Cline previously served as the Director of Operations for myAgro, a West Africa-based non-governmental organization that works with small-scale farmers. Prior to that, he was a Kiva Fellow initiating, monitoring, and evaluating relationships with microfinance partner organizations in Central America. Casey’s earlier background includes working in corporate finance and investment management for 17 years, most recently as a Vice President at Allen & Company LLC. Casey holds a BA in International Politics and Economics from Middlebury College. He serves as a board member of myAgro.
Percentage of Total Assets Under
Management that are Impact Investments: