This event features special guests Graham Sinclair, Marlys Appleton, Dinah Koehler, and Marilyn Ceci, sustainable business leaders who will speak on their experiences integrating environmental, social and governance (ESG) issues into their clients’ businesses. Don’t miss this opportunity to learn how sustainability can successfully be embedded into businesses!
Check out our guest speakers’ bios below.
Graham Sinclair is sustainable investment strategist at SinCo - sustainable investment consulting. At SinCo he leads engagements to design and develop the sustainable investment case for clients managing billion dollar investments or global investor initiatives.
As ESG architect he integrates environmental, social and governance (ESG) factors into investment strategies, processes and indexes in frontier and emerging markets. Recent projects tackled private equity in emerging markets, infrastructure investment, green bonds, pension fund investment value chains, a national sustainability index and impact investing.
As an original thinker at the frontier of sustainable investment, his work over the past decade has explored sustainable investment themes including long-term investment, influential investor networks, fiduciary duty, carbon intensity, water scarcity, biodiversity, nutrition security, and sustainable mining.
Before joining KLD in Boston, he worked in investment banking and managed private sector pension funds at Alexander Forbes, Old Mutual and Nedcor Investment Bank, exiting global multi-manager SEI Investments in 2002. Graham chairs the Prudential Assets Working Group of the investment industry group ASISA, is a member of the Investment Analysts Society, the Environmental Leadership Program and lifetime member of Net Impact. Graham is co-founder of the not-for-profit promoting the growth of sustainable investment in Africa, the Africa Sustainable Investment Forum project.
Graham lectures on sustainable investment at leading business schools in North America, Europe and Africa, and has contributed three chapters on Private Equity, Africa and Sustainability Indexes to “Evolutions in Sustainable Investing” (Wiley Finance, 2012) and presented his big idea “Investing As If The Future Matters” at TEDxTableMountain. Graham holds an MBA from the Villanova School of Business and LL.B from the Howard College School of Law as well as various industry certifications. He resides in Vermont, USA and Cape Town, South Africa. On any day he would rather be cycling a mountain pass. You can follow him on Twitter.
Marlys Appleton is Founder and Managing Principal of Eleventh Crow Wing, a sustainability consultancy and is Founder and President of American Resource Desk (ARD) Consulting, Inc. of New York, a commodities consulting corporation. Eleventh Crow Wing’s mission is to collaborate and co-create value solutions for businesses and government entities in the field of sustainability risk management.
Ms. Appleton has a distinguished career working at global corporates: Morgan Stanley, Bank of America, Swiss Bank Corp (now UBS), BlackRock Financial Management and AIG Asset Management, in a variety of roles in sales management, quantitative analysis, risk assessment and management, fixed income performance management, interest rate stress testing and regulatory reporting, and an expertise in business and sustainability.
At AIG Asset Management, she was tasked by the CEO to lead the integration of ESG (environmental, social and governance) risk factors into the due diligence process across multiple asset classes for AIG’s $700 billion global portfolio. As a sustainability ambassador, she lead stakeholder engagement with United Nations Environmental Program-Finance Initiative (UNEP-FI), Asset Management Working Group, and contributed to publication on fiduciary risk and the legal basis for emerging E & S risk integration.
Her team defined and managed the acceptance of the intellectual and legal basis for E & S proxy voting policy and she was the first non-portfolio manager voting member of the Proxy Committee, voting on issues in multiple sectors and issues: energy, metals & mining, technology, pharmaceutical, utilities, food, internet access in China and agricultural practices for public companies.
Ms. Appleton is a frequent speaker on leadership for sustainability risk management. As a Board Member and Treasurer of WNSF, The Women’s Network for a Sustainable Future (www.wnsf.org), she recently participated in their “Mentoring for Sustainability Fair”, a joint effort with NYU that attracted more than 150 students.
Her contributions in interest rate modeling and corporate models are acknowledged in Ho & Lee’s Oxford Guide to Financial Modeling (2006) and contributions acknowledged in Approaches to Risk Management by Golub & Tilman (2000) while at BlackRock Financial Management. Education: MS in Management from MIT, BA in Economics from the University of Washington and Certificate in Public Finance from the University of
Michigan, Graduate School of Business.
You can find Ms. Appleton on Twitter.
Dinah A. Koehler, ScD is a senior research manager in Deloitte Services LP USA. Dinah has been invited to present her research at University of Michigan, Yale, the Wharton School, and Harvard and has published in peer reviewed journals and books. At Deloitte her research has focused on materiality, valuation and measurement of environmental, social and governance performance. She won the 2005 Academy of Management Organization and the Natural Environment Division’s’ Best Dissertation Prize. She has worked in and advised large corporations, national governments and international organizations on sustainability issues. She has advised Harvard and Wharton on academic programs and research databases related to enterprise sustainability. Before joining Deloitte, she worked at The Conference Board, the EPA’s Office of Research and Development and Wharton.
She has a Bachelor of Arts in International Relations from Wellesley, a Master in Law and Diplomacy from The Fletcher School at Tufts University and a doctorate in environmental health and risk management from Harvard School of Public Health.
Marilyn Ceci is a Managing Director in Cross Asset Marketing and Head of Green Bonds at J.P. Morgan’s Corporate & Investment Bank. In her role as cross asset marketing Managing Director, Marilyn delivers thematic ideas across rates, credit, equities and foreign exchange products. She is also responsible for structuring and distributing private placements for Supranational, Sovereign and Agency issuers as well as structured notes for third party financial issuers into the Americas.
As Head of Green Bonds, Ms. Ceci led and marketed the first benchmark Green Bond transaction. This $500mm International Finance Corporation (IFC) Green Bond was solely underwritten by JPMorgan in 2012 and was targeted to U.S. institutional investors. The success of that transaction was the catalyst to the largest Green Bond in the market, at that time, $1bln for IFC and was led by JPMorgan in February 2013. Ms. Ceci expanded JPMorgan’s Green Bond capabilities by leading transactions for many other issuers including Export Development Canada, African Development Bank, Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden (FMO), New York State Environmental Facilities Corporation, Massachusetts Institute of Technology, Metropolitan District of Hartford, Connecticut, European Investment Bank, Électricité de France, Unibail-Rodamco, Iberdrola, Regency Centers, State of Connecticut, Stockland, and Massachusetts Clean Water Trust.
Ms. Ceci and her colleagues hosted the market’s first forum specifically covering Green Bonds in November 2013, after which many targeted Green Bond Conferences followed. Ms. Ceci is an active speaker at Green Bond-targeted Conferences with including Euromoney, Environmental Finance, Clean Energy Group, Global Impact Investing Network, WBCSD, etc. To date JPMorgan has underwritten 43 Green Bond transactions totaling $4.1bn in volume since 2010. JPMorgan ranks top four in the global market league tables for Green Bond underwriting for the third quarter 2014 and top five since the market’s inception in 2007 to present.
Prior to this role, Marilyn was in interest rates sales covering central banks, pension funds and asset managers.
Marilyn joined J.P. Morgan in 1986. She holds a B.A. from Creighton University and an M.B.A from C.U.N.Y/ Baruch.