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Intentionally Designed Endowment Steering Committee Bios

Dan Apfel is the executive director of the Responsible Endowments Coalition. Dan is an expert at supporting and implementing responsible investment strategies on campus. He works with allies in advocacy organizations, industry, and the university community to learn about and stay on top of the newest strategies in responsible investing. Dan's work on responsible investing has been covered in Institutional Investor Magazine, Forbes, Chronicle of Higher Education, and GOOD, among others. Prior to joining the REC, Dan served as a program officer at the National Federation of Community Development Credit Unions, where he worked with credit unions serving diverse low- and moderate-income communities around the country. Dan is passionate about creating democratic institutions that serve their communities.

Anthony D. Cortese, Sc.D., is a senior fellow of Second Nature, the Boston-based advocacy organization committed to promoting sustainability through higher education. He was its co-founder, along with U.S. Senator John Kerry (D-MA), Teresa Heinz Kerry, and Bruce Droste. He served as president from March 1993-August 2012. He was the organizer of the American College and University Presidents Climate Commitment and co-founder of the Association for the Advancement of Sustainability in Higher Education and the Higher Education Association Sustainability Consortium. He is a frequent consultant to higher education, industry, and non-profit organizations on institutionalization of sustainability principles and programs. Dr. Cortese has B.S. and M.S. degrees from Tufts University in civil and environmental engineering, a doctor of science in environmental health from the Harvard School of Public Health, and an honorary doctorate of humane letters from Allegheny College and the University of Maine Presque Isle.

Chris Davis directs the Investor Programs at Ceres and is chief of staff of the 100 member Investor Network on Climate Risk (INCR), working with North American institutional investors and asset managers on climate change and other sustainability issues. Prior to joining Ceres in 2010, Chris spent almost 30 years practicing environmental law. As a senior partner at Goodwin Procter LLP, Chris chaired the environmental practice, co-founded and led the clean tech practice, and was a member of the private equity team. He is a member of the American College of Environmental Lawyers and has held various leadership positions in the American Bar Association's Section of Environment, Energy, and Resources. Prior to his legal career, he worked as an environmental engineer. Chris holds degrees from Dartmouth College and Harvard Law School, where he was a member of the Harvard Law Review.

David Dinerman is chief financial officer of ZoMazz, Inc., a technology and manufacturing company located in Monterey, California. Prior to working at ZoMazz, David spent six years as the CFO and COO at Probitas Partners, a leading international firm which raises money for private equity funds. David has worked in the software and real estate businesses. In addition to a B.A. from Hampshire, he holds a J.D. from the University of Oregon Law School and an L.L.M. from Boston University. David also serves as a trustee of Hampshire College.

Ellen Dorsey has 25 years of experience promoting international human rights, particularly economic and social rights, and advocating for environmental sustainability. She is the executive director of the Wallace Global Fund, a private foundation located in Washington, DC, that focuses on environmental sustainability, corporate accountability, women's human rights, criminal justice, media reform, and civic participation. She has a doctorate in political science from the University of Pittsburgh, was selected as a Fulbright Research Fellow in South Africa, and has served on the faculty of several universities. She has lectured and written extensively on effective strategies of non-governmental organizations and social movements. Most recently, Dorsey is co-author, with Paul J. Nelson, of New Rights Advocacy: Changing Strategies of Development and Human Rights NGOs, published in 2008 by Georgetown University Press.

David Hales has been president and CEO of Second Nature, the Boston-based advocacy organization committed to promoting sustainability through higher education since August, 2012. Prior to assuming this post, David was president of College of the Atlantic. Under his leadership, College of the Atlantic received recognition for innovative academic excellence, and became the first institution of higher education in the United States to be a "NetZero" emitter of greenhouse gases. President Hales has held numerous positions promoting sustainability nationally and internationally, including directing environmental policy and sustainability programs of the United States Agency for International Development throughout the Clinton administration.

Stewart Hudson is the executive director at Audubon Connecticut. He served as president of the Emily Hall Tremaine Foundation (EHTF) from 2001 to 2013, and during his tenure EHTF was a leading funder of state-based climate campaigns. Previously, he was executive director of the Jane Goodall Institute, and prior to that served in a variety of capacities with the National Wildlife Federation. He has a keen interest in mission-related investing, and serves on the board of several organizations with exposure to MRI and other green capital issues.

Amanda King serves as Bentley University's director of sustainability and special advisor to President Gloria Larson. Amanda oversees the Bentley office of sustainability, where she guides initiatives aimed at engaging the campus community in carbon (and ecological) footprint reduction efforts. Amanda works to engage undergraduate and graduate business students in conversations about sustainable business practices in an effort to prepare future leaders for work in a sector where addressing environmental sustainability has become both the social norm and a profitable venture. Amanda has a master's degree in environmental management, with a focus in environmental economics and policy, from Duke University.

Peter D. Kinder is an independent consultant on socially responsible investing and a blogger at Mr. Kinder co-founded KLD Research & Analytics, Inc. in 1988 and served as its president and board chair until its sale in 2009 to Risk Metrics Group (now owned by MSCI). Then, KLD served over 400 institutional clients and was the world's leading provider of social investment research and indices.

The company created the first index to gauge the performance of socially screened portfolios: the KLD 400, which marked its 20th year in 2010. By 2009, KLD's index family numbered over 20. Its research underlay the first SRI indexed mutual fund and exchange traded fund (ETF) and many other investment vehicles. The company developed the first electronic and then the first on-line social investment research platform.

Mr. Kinder received an A.B. in history from Princeton University in 1970 and a J.D. from Ohio State University in 1973, both with honors. From 1973 to 1988, Mr. Kinder practiced law, first as an assistant attorney general in Ohio, then in Boston as a staff lawyer for a foundation and finally in private practice. He specialized in administrative law and corporate regulation.

Alex Lamb is a senior consultant on climate change and sustainability services at Ernst and Young, LLP. Alex has close to a decade of experience working with corporations, investors, and stakeholders to integrate environmental, social, and governance metrics into their decision-making. Alex is a subject matter professional on corporate sustainability measurement, reporting, and assessment.

Alex began his career as a corporate sustainability analyst at KLD Research & Analytics, where he assessed the environmental, social, and governance performance of corporations for institutional investors. While at KLD, Alex worked with Newsweek magazine on the design, methodology, and management of the Newsweek Green Rankings, the first quantitative environmental ranking done by a mainstream media organization.

At EY, Alex continues to work with corporate clients on assessing, assuring, and establishing strategies for sustainability performance in their operations and value chain. Alex's subject matter proficiency includes sustainability benchmarking and materiality assessment, ESG reporting, shareholder/stakeholder engagement, and compliance with Dodd-Frank 1502 (conflict minerals). Alex coordinates EY's Northeast Sustainability Leadership Network, a network of chief sustainability officers (CSOs) for some of the largest companies in the Northeast. Alex holds a B.A. in philosophy from Hampshire College and an M.B.A in sustainable business from Bainbridge Graduate Institute.

Jonathan Lash, the sixth President of Hampshire College, served previously as president of the World Resources Institute (WRI) in Washington, D.C. for eighteen years, Vermont Secretary of Natural Resources, director of the Environmental Law Center at Vermont Law School, senior staff attorney of the Natural Resources Defense Council, a federal prosecutor, and a Peace Corps volunteer and trainer. An internationally recognized environmental leader and an expert on climate change and sustainability, he was appointed by President Obama to the Blue Ribbon Commission on America's Nuclear Future, chaired the President's Council on Sustainable Development for Bill Clinton, and led Vermont's environmental program under Governor Madeleine Kunin. He holds a J.D. and M.A. in education from Catholic University of America and a B.A. from Harvard College. President Lash has dedicated his career to building institutions to help solve the pressing problems of our planet. That dedication continues at Hampshire College, an institution committed to educating citizens who can help lead society as it confronts those problems.

Mark Orlowski is the founder and executive director of the Sustainable Endowments Institute, a Cambridge-based special project of Rockefeller Philanthropy Advisors. Mark leads the Institute's research and outreach efforts on college sustainability initiatives, including the Billion Dollar Green Challenge. A graduate of Williams College, Mark chaired the campus environmental advisory committee and served on Williams' advisory committee on shareholder esponsibility. He holds a master's degree in management from Harvard University.

Jonathan D. Scott is a senior member of the management team at Veritable, LP, whose origins go back to 1986. Veritable is an SEC registered investment advisor providing objective after-tax investment consulting to more than 200 families with approximately $11.6 billion dollars. Jonathan created the Family Wealth Management business at PNC Bank in 1993 and was instrumental in PNC's acquisition of Stolper & Co. in 1997. This eventually led to the creation of Veritable when PNC sold the practice to management in 2004. Earlier in his career, Jonathan specialized in the valuation, management, and/or disposition of closely held businesses and other illiquid assets in trusts and estates.

He serves as the treasurer and is a trustee for The National Recreation Foundation and as a director of The Finance Company of Pennsylvania, a closely held investment company. Jonathan holds a B.A. from Hampshire College, where he served as a trustee for 8 years. As head of Hampshire's investment committee during that period, he was responsible for the team that drafted and implemented the College's current ESG investment policy.

Barbara A. Simonetti is an independent consultant specializing in developing the capacity of managers and professionals to create share and use knowledge to meet challenges. She has extensive experience in meeting design, presentation and facilitation skills coaching, group facilitation, training design and delivery, strategy implementation, and building networks and communities of practice.

Sue Tierney is managing principal at the Analysis Group, an economic, financial, and business strategy consulting firm in Boston, and serves as chair of the board for Climate Works. Dr. Tierney has consulted for companies, governments, non-profits, and other organizations on energy markets; economic and environmental regulation and strategy; and energy facility projects. In addition to her extensive work in the private sector, she served in various senior energy and environment-related governmental positions during three different gubernatorial administrations in Massachusetts and in Washington, D.C. as the assistance secretary for policy at the U.S. Department of Energy. She has a Ph.D. and master's in regional planning from Cornell University.

Planning Committee

Georges Dyer is a strategic adviser at Second Nature promoting education for sustainability. His work over the past six years has focused on supporting the American College and University Presidents' Climate Commitment (ACUPCC) network of over 650 colleges and universities committed to implementing climate action through education, research, community engagement, and pursing climate neutrality on campus. Georges is also the principle of Greenland Enterprises, a freelance consulting practice focused on strategic sustainable development, and a trustee of Stratleade Sustainability Education. He is a graduate of Dartmouth College and the Blekinge Institute of Technology in Karlskrona, Sweden, where he earned a master's in strategic leadership towards sustainability.

Maryelizabeth Fahey is the executive assistant to the board of trustees and to the chief of staff at Hampshire College. Mary worked for seven and a half years as the budget and administrative manager in the advancement office at Hampshire, and moved to the President's office in January 2013. Mary holds a B.A. from Concordia University in Montreal and a certificate in sign language interpreting and deaf studies from Northern Essex Community College. She works part-time as a medical sign language interpreter with underserved populations in the Pioneer Valley.

Danielle Faris, CMP, is an independent project and event manager. She is providing conference management services and support to Hampshire College and Second Nature for the Intentionally Designed Endowment Conference. Danielle has over 11 years in the event management arena, including: non-profit events, creation of media and sponsor relationships, conferences, week-long summits, special events with 10,000+ attendees, talent and production management, group lodging, VIP handling, RSVP communications, contract negotiations, and exhibit space creation.

Michele Madia is the director of sustainability financing and policy at Second Nature, where she focuses on financing sustainability initiatives in higher education by working with colleges and universities as well as with partner organizations and other stakeholders. Prior to coming on board at Second Nature, she was director of environmental leadership at the National Association of College and University Business Officers (NACUBO), where she was responsible for the association's portfolio of sustainability programs, products, and services. Michele graduated from Miami University with a B.A. in English literature and art history. She studied abroad at the John E. Dolobois European Center in Luxembourg, where she received her M.A. in education.

Joanna Olin is the chief of staff to the President at Hampshire College. In this role, she serves as strategic adviser to the president and advances and implements the President's institutional and leadership goals. She oversees communications from the President and manages internal and external relationships, and oversees the President's office staff and manages the President's budget and discretionary funds. She holds a J.D. from Western New England University and a B.A. from Saint Michael's College. Before Hampshire, she worked as a litigation attorney at Day Pitney LLP in Hartford and as an adjunct professor in the Legal Studies department at Bay Path College.

Beth Ward has been the secretary of Hampshire College since 2009. She received her bachelor's degree from St. Mary's College of Maryland and her master's degree from Yale University. From 2004-2009, she served as the director of development at the office of institutional advancement at Hampshire College, after having worked there as the associate director and then the co-director of corporate, foundation, and government relations. Beth has also worked at the Baystate Medical Center's Division of Academic Affairs and for The APT Foundation. Since 2003, she has also been an external reviewer for the Internal Review Board (IRB) at Smith College.

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