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Yale Impact Investing Conference 2019

Friday, Apr 5 2019 at 8:00 am - 5:00 pm EDT

165 Whitney Ave
New Haven, CT 06511
United States


On Friday, April 5, 2019, the second annual Yale Impact Investing Conference will be an exploration of the transformative power of capital to change the world’s trajectory through investments that value healthy people and healthy environments across multiple metrics. These goals can only be reached by bringing best practices in impact investing to scale. Although there is growing demand for ethical investment products, there are major challenges that prevent investors from moving from billions of dollars under investment in impact funds to trillions. The conference will bring together investors, academics and philanthropists to discuss metrics for impact, and the newest ideas to generate market-level returns through impact investments.

Topics will include: Is impact investing simply a trend, or can impact investments earn market-level returns? Which of the U.N. Sustainable Development Goals are the most investable? How do investors measure impact and standardize metrics to avoid greenwashing? This platform is intended to encourage divergent opinions through debate of cutting-edge research and practices, and uncover the underlying issues preventing more widespread adoption of socially-responsible investments as a primary driver of institutional capital and transformative change.

*This event is open to the public.
*No on-site registration.  Advance Registration is required.



  • KEYNOTE: Robert Shiller

    Sterling Professor of Economics, Yale University

    Robert J. Shiller is Sterling Professor of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. His 1989 book Market Volatility (MIT Press) is a mathematical and behavioral analysis of price fluctuations in speculative markets. His 1993 book Macro Markets: Creating Institutions for Managing Society's Largest Economic Risks (Oxford University Press) (available via subscribing libraries on Oxford Online) proposes a variety of new risk-management contracts, such as futures contracts in national incomes or securities based on real estate that would permit the management of risks to standards of living. His book Irrational Exuberance (Princeton 2000, Broadway Books, 2001; 2nd edition Princeton, 2005; 3rd edition Princeton 2015) is an analysis and explication of speculative bubbles, with special reference to the stock market and real estate. His book The New Financial Order: Risk in the 21st Century (Princeton University Press, 2003) is an analysis of an expanding role of finance, insurance, and public finance in our future. His book Subprime Solution: How the Global Financial Crisis Happened and What to Do about It, published in September 2008 by Princeton University Press, offers an analysis of the housing and economic crisis and a plan of action against it. He co-authored, with George A. Akerlof, Animal Spirits: How Human Psychology Drives the Economy and Why It Matters for Global Capitalism published in March 2009 by Princeton University Press. His book, Finance and the Good Society, was published in April 2012 by Princeton University Press. He wrote a second book with George Akerlof, Phishing for Phools: The Economics of Manipulation and Deception, which was published in 2015 by Princeton University Press. He has been research associate, National Bureau of Economic Research since 1980, and was co-organizer of NBER workshops: on behavioral finance with Richard Thaler since 1991-2015, and on macroeconomics and individual decision making (behavioral macroeconomics) with George Akerlof 1994-2007. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013. He served as Vice President of the American Economic Association, 2005 and President of the Eastern Economic Association, 2006-07, and President of the American Economic Association for 2016. He was co-founder of the firm Case Shiller Weiss, Inc. in 1991 with Prof. Karl Case of Wellesley Collge and Allan N. Weiss, a former student of his at Yale School of Management. The firm was sold to Corelogic, Inc. after 2002. This firm produced the Case-Shiller Home Price Indices that have traded on the Chicago Mercantile Exchange and are now published by Standard & Poor’s. He was also cofounder of the firm MacroMarkets LLC in 2002 which launched “Macroshares” representing oil and home prices, which were traded on the American Stock Exchange and the New York Stock Exchange. Since 2012 he has collaborated with Barclays Bank PLC on an array of financial indices and products. He has been writing a regular column "Finance in the 21st Century" for Project Syndicate, which publishes around the world, since 2003 and "Economic View" for the New York Times since 2007.

  • Robert Brown

    Founding Partner, Atlas Impact Partners

    Rob Brown is the Co-Founder and Senior Partner of Atlas Impact Partners, an investment firm managing a long/short equity strategy focused solely on impact investing. Atlas Impact is dedicated to generating exceptional returns by owning only those companies whose products and services directly enable solutions to the world’s most pressing challenges in the environment, food systems, and human health and welfare, and making short investments only in those companies whose products and services directly cause such problems. Prior to founding Atlas Impact, Rob was Head of Research at JUST Capital, where he led the teams which developed and implemented the inaugural ranking of Americas Most JUST Companies. Previously, Rob was Senior Portfolio Manager for AllianceBernstein Equity Strategies and Head of Equity Research for Nomura Securities International. Earlier, he worked at Morgan Stanley in various senior leadership positions globally; in his last position, Rob was responsible for the Global Macro Research team. Rob started his career as an economist at Bankers Trust. He is a passionate supporter of educational opportunity as a driver of social justice: he currently serves as an executive board member of the READ Foundation and a member of the Advisory Board of List College at Columbia University and the Jewish Theological Seminary. He has served as adjunct faculty at the Heyman Center for Philanthropy at NYU and has lectured at Yale University School of Management. Rob is a former member of the investment committee for the endowment at Brandeis University. He earned a BA, cum laude, in Economics and an MA in International Economics from Brandeis, with joint course work in econometrics at the Center for Operations Research and Econometrics at Université catholique de Louvain in Belgium. When they are not in New York City, Rob and his family can most often be found walking the hills in their hiking boots.

  • Scott Brown

    Founder & Chief Executive Officer, New Energy Capital

    Scott Brown Scott Brown is the founder and CEO of New Energy Capital Partners. Founded in 2003, New Energy Capital is a leading investor in clean energy projects in the United States with over $1 billion in assets currently under management and over $3 billion of real asset value financed. Mr. Brown was a member of the founding management team of First Solar, and was a member of the National Advisory Council of the National Renewable Energy Laboratory from 1999-2005. Mr. Brown is a graduate of Dartmouth College and Harvard Law School.

  • Teresa Chahine

    Sheila and Ron ’92 B.A. Marcelo Lecturer in Social Entrepreneurship, Yale University

    Teresa Chahine is the inaugural Sheila and Ron ’92 B.A. Marcelo Lecturer in Social Entrepreneurship. She is the author of "Introduction to Social Entrepreneurship," a twelve step framework for building impactful ventures in new and existing organizations. Dr. Chahine's research focuses on developing tools to characterize and advance social and environmental determinants of health. She launched the first social entrepreneurship program in the context of public health, at Harvard University. She was also responsible for launching the first venture philanthropy organization in her home country of Lebanon, providing tailored financing and critical management support to social enterprises serving marginalized populations through education and job creation for youth and women. Dr. Chahine has published widely on financing, measuring, and scaling social impact. She has worked on social innovation and sustainable development within corporate, governmental, academic and non-profit organizations. Among these are the United States Environmental Protection Agency, United Nations Populations Fund, Lebanese Ministry of Social Affairs, Malaysian Directors Academy, Sichuan University, Kazakhstan School of Public Health, and Amani Institute in Brazil. She was the recipient of the Harvard Humanitarian Initiative's inaugural Elizabeth T. Weintz humanitarian research award in 2016 and the Harvard T.H. Chan School of Public Health's emerging leader in public health award in 2017.

  • Tony Davis

    CEO & CIO, Inherent Group

    Tony Davis is CEO and CIO of Inherent Group, an investment management firm focused on the equity and credit markets. The firm uses environmental, social, and governance (ESG) factors to source and underwrite investments. Through its engagement with companies, the firm aims to inspire investors and managers to incorporate sustainability into their decisions and to encourage business more broadly to address environmental and social challenges. Prior to Inherent Group, Tony co-founded Anchorage Capital Group, where he was President and served as a Portfolio Manager for all the domestic and offshore funds managed by the firm. From 2010 through 2015, he was President of Anchorage Capital Europe and worked in London. Prior to Anchorage, Tony worked in the Fixed Income, Currency and Commodities division of The Goldman Sachs Group, Inc. Tony is an advocate for educational opportunity and is involved with various organizations to that effect: board member of Achievement First public charter schools, board governor of the Lauder Institute, and contributor to Educate Girls India, and Bridge International Academies. He is also a board member of Ceres, the corporate and investor environmental advocacy organization. Mr. Davis received his BS degree from Brigham Young University, an MBA from The Wharton School and an MA from The Lauder Institute. He lives in New York City with his wife and two children and enjoys mountain biking and kite surfing in his free time.

  • Mary-Ann Etiebet

    Lead & Executive Director, Merck for Mothers

    Dr. Mary-Ann Etiebet is the Lead & Executive Director of Merck for Mothers, Merck’s 10-year $500 million initiative to create a world where no woman dies while giving life. Working with over 90 partners in more than 30 countries, Merck for Mothers has improved access to quality maternity care services and modern contraception - two of the most powerful ways to end preventable maternal deaths - for over 6 million women worldwide. As the Lead of Merck for Mothers, Dr. Etiebet is responsible for successfully implementing a robust set of innovative maternal health programs and high-impact partnerships that integrate the private sector’s invention and expertise to design, deploy and scale solutions that empower women, equip health providers and strengthen health systems. Dr. Etiebet draws on extensive experience in the private, public and not-for-profit sectors for this role. She joins Merck from Premier Inc, where she was a Principal Consultant in the Population Health Management team. Previously, she served as Director of Ambulatory Care Strategies for New York City Health and Hospital. Her work in international health includes serving as the Senior Technical Advisor of the Institute of Human Virology-Nigeria, a PEPFAR implementing partner, while she was Assistant Professor, Division of Infectious Disease at the University of Maryland School of Medicine. Dr. Etiebet earned her MD and MBA from Yale University. She completed her residency in Internal Medicine at New York-Presbyterian Weill Cornell and fellowship in Infectious Diseases Hospital System at New York-Presbyterian Columbia University Medical Center and is Board Certified in Infectious Diseases.

  • Vincent Felteau

    Senior Director, Investments, Strategy and Portfolio Management for Growth Markets, Ivanhoé Cambridge

    Vincent Felteau is Senior Director, Investments, Strategy and Portfolio Management for Growth Markets at Ivanhoe Cambridge. Vincent and his Montreal-based team coordinate the investment process for Growth Markets and work in close collaboration with Ivanhoe Cambridge’s regional teams based in Hong Kong, India, Mexico and Brazil. Vincent is actively involved in developing Ivanhoe Cambridge’s business and strategic plans in these markets. Vincent also sits on various internal committees including risk management, strategic partnerships and supports Ivanhoe’s corporate social responsibility team on various projects. Prior to joining Ivanhoe Cambridge, he spent the last 10 years of his career investing in global listed real estate at Presima, a subsidiary of National Australia Bank (NAB), previously owned by CDPQ. In his role as Portfolio Manager – Asia Pacific, Vincent was responsible for decision-making and portfolio construction, including asset allocation and risk management as well as research coverage within the Asia-Pacific region. He was also leading the firm’s corporate social responsibility efforts and all responsible investment activities. Vincent was also President of the Montreal Finance and Sustainability Initiative ( He was also a member of the responsible investment committee of Finance Montreal. Vincent holds a Master of Finance from the University of Sherbrooke and a Bachelor of Business Administration (Finance) from HEC Montreal. He is also a CFA® charter holder.

  • Scott Fisher

    Vice President - East, Greenlots

    As Vice President - East, Scott focuses on building Greenlots’ electric vehicle charging business with utilities, automakers, and other corporate customers. He joined Greenlots in 2017 after having spent more than 15 years at NRG Energy and Public Service Electric and Gas (PSE&G) in market development, operations and strategy roles, While at NRG, Scott was a key part of a number of the company’s clean energy initiatives, including in community and utility scale solar, carbon-capture, and electric vehicle infrastructure. He earned an M.B.A. in strategy and finance from the Yale School of Management and a bachelor’s in international studies from Vassar College. Scott has been an Adjunct Professor at Columbia’s Earth Institute since 2011, teaching “Financing the Clean Energy Economy.”

  • Bethany Gorham

    Vice President of Investor Relations, Energy Impact Partners

    Ms. Gorham is Vice President of Investor Relations at Energy Impact Partners. Her focus is expanding and elevating the global reach of EIP’s strategic investment model, by bringing new partners into its coalition of leading utilities. Prior to joining EIP, she oversaw the business strategy for renewable energy and energy storage as a Senior Product Manager at S&P Global. There, she developed data solutions serving utilities, investors, and regulators in their efforts to address critical challenges surrounding climate change, grid resiliency, and energy transition. Bethany began her career in strategy research at Natural Resources Defense Council (NRDC) and earlier, as a technical analyst at D.O.E.’s National Renewable Energy Laboratory (NREL). Prior to pursing her graduate degree, she spent two years piloting rural clean water programs in the Dominican Republic for an international micro-finance NGO and working for MLB International on foreign player education standards. Bethany has a Master of Liberal Arts in Environmental Management and Sustainability from Harvard University and a BBA in Finance and Marketing from Texas Christian University.

  • Andrew Hughes

    Director of Capital Markets, Generate Capital

    Andrew Hughes is Director of Capital Markets at Generate Capital, a diversified infrastructure company that owns and operates sustainable infrastructure assets across power, waste and water, and transportation markets. In this role, he is responsible for capital formation at the corporate and project level, corporate development and investor relations. He has more than a decade of experience working at the intersection of financial markets and the environment. Previously, Andrew was a Vice President at Credit Suisse in the Investment Banking division where he was a member of the equity research department, ran the bank’s U.S. Alternative Energy equity research team, and was recognized as a Rising Star in Institutional Investor’s All-America Research poll. Prior to Credit Suisse, Andrew was a senior publishing analyst on the Alternative Energy, Power and Utilities teams at Bank of America Merrill Lynch. He started his career as a Policy Analyst at the Environmental Defense Fund, and as a naturalist and environmental educator at the Aspen Center for Environmental Studies. Andrew holds a BA in Economics and Environmental Studies from Bowdoin College, and an MBA from the Yale School of Management. In his free time, Andrew enjoys skiing and spending time outdoors with his wife (also a graduate of Yale SOM) and two young children.

  • Erika Karp

    Founder & CEO, Cornerstone Capital Inc.

    Erika Karp is Founder and CEO of Cornerstone Capital Inc. Cornerstone was created to catalyze the flow of capital toward a more regenerative and inclusive global economy. The firm seeks to optimize investment performance together with social impact through rigorous research that systematically integrates Environmental, Social and Governance (ESG) factors into portfolio design. In seeking positive societal impact at scale, Cornerstone offers investment advisory and capital markets advisory services, underpinned by rigorous research. Prior to launching Cornerstone, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank, where she chaired the UBS Global Investment Review Committee and managed a global team of analysts and strategists. Erika served on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board. Erika is a founding Board member of the Sustainability Accounting Standards Board (SASB), a member of CECP’s Strategic Investor Initiative Advisory Council, and an advisor to the Omidyar Network’s Know the Chain initiative. She served as an advisor to the Clinton Global Initiative (CGI) Market-Based Approaches initiative, a member of the World Economic Forum (WEF) Global Agenda Council on Financing and Capital, and as a member of the Program Design Advisory Council for Harvard Business School’s Executive Education Program on Innovating for Sustainability. Erika speaks at events including those of the OECD, the UN Global Compact and PRI, Oxford University, The Forum for Sustainable and Responsible Investing, Ceres, The Aspen Institute, and the White House. She holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School. Erika presents and writes extensively on topics including: sustainable investing and finance, corporate strategy and business models, transparency and excellence in the areas of Environmental, Social and Governance performance, and employee engagement/diversity in the workplace. Her work has been featured by Bloomberg Businessweek, Barron’s, Euromoney, the Financial Times, Investor Relations Magazine, The Guardian, and Forbes. For driving collaboration across the capital markets, she has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne; one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.”

  • Sri Muthu

    CEO & Co-founder, HealthVenture Corporation & Managing Director, HealthVenture Labs

    Sri Muthu is CEO & Co-founder of HealthVenture Corporation and Managing Director of HealthVenture Labs. Immediately prior, he was the Head of Technology for Innovation, R&D and the Wells Fargo Startup Accelerator. Other roles include the Head of Technology and Operations for ClearXchange, a payments joint venture of Bank of America, Capital One, JPM Chase, US Bank and Wells Fargo. He co-founded and managed Wells Fargo’s Internet Services Incubator, Labs and R&D in 2007. He managed Technology Investments from 2002 to 2007 and was responsible for the Online Brokerage, Trust & Investments Services. Prior, he managed multiple product engineering groups since joining Wells Fargo in 1999. Sri graduated from Yale with an MBA in Healthcare Leadership. He also completed Oxford Private Equity Program and the Strategic Decision and Risk Management program at Stanford. Sri is also a proud Hokie grad of Virginia Tech. He holds FINRA 7, 63 and 24 registrations and has completed Health-CISSP, CISA, CISSP, CISM and CGEIT Cyber-Security examinations. He is currently a National Association of Corporate Directors Governance Fellow and an active panel moderator and judge for Healthcare and Venture Capital events.

  • Hans Op ‘t Veld

    Head of Responsible Investment, PGGM

    Hans Op ‘t Veld is Head of Responsible Investment of PGGM. In this capacity he is leading a team of fourteen professionals looking after the implementation of Responsible Investment in the EUR 220 billion investment portfolio of PGGM. Hans Op ‘t Veld started his position as head of Responsible Investment at PGGM in the spring of 2018. With ESG fully integrated in the PGGM investment teams, Hans is a member of PGGM’s Public and Private Markets management teams. Furthermore, he serves on the General Board of Eumedion and he is a Research Fellow at the Amsterdam School of Real Estate. Hans has a background in real estate investment, strategy, allocation and performance measurement in international perspective. Hans was Partner at Global Property Research (GPR), a company specialized in strategy consulting, benchmarking and performance measurement of listed real estate securities from its start in 1996. In 2001 he joined investment bank Kempen’s corporate finance practice in Amsterdam with a focus on real estate. Subsequently he was employed by IPD (now part of MSCI) in London as from 2003. In his role as Head of Property Vehicles, his responsibilities were mainly aimed at increasing transparency and analysis on real estate investment. In 2007, Op ’t Veld joined PGGM where he was in charge of the Listed Real Estate Securities department before joining the Responsible Investment team. Hans holds an MSc. in Financial Economics from the Maastricht University and is a PhD. Candidate at Tilburg University / TIAS.

  • Diana Propper de Callejon

    Managing Director, Cranemere, Inc.

    Diana has more than twenty-five years of experience backing and building sustainability and purpose‐led companies. Diana is a Managing Director at Cranemere, a holding company that acquires and grows mid-market private companies for the long term. With no view to exit its businesses, Cranemere's permanent capital and partnership approach allows its companies to stay private, preserve their culture and values, and continue their growth and development without the distraction of needing to provide an exit or manage the company to quarterly numbers. Diana leads Cranemere’s Sustainability team, focused on acquiring established sustainability market leaders and purpose‐led companies across diverse sectors. Her experience includes energy efficiency, green building, organic/natural foods, and healthy living. At Cranemere, Diana also is responsible for working with Cranemere’s portfolio companies across all sectors (including industrials and healthcare services) to bring each company to a leadership position on environmental and social performance. Cranemere’s unique model enables long term oriented ESG investments with a focus on business innovation, supply chain engagement, workforce training and wellbeing and new product design for environmental markets. These investments, similar in approach to corporate R&D spending, go beyond traditional CSR and ESG initiatives that are often limited to shorter term activities and payback. Prior to joining Cranemere, Diana was a Partner at Expansion Capital Partners, a sustainability and cleantech growth stage venture fund. Diana is proud to have backed, partnered with and served on the boards of several successful companies including DIRTT Environmental Solutions (green building, taken public on the TSX), CPower (energy efficiency and power management, sold to Constellation Energy), and Orion Energy (energy efficient lighting and controls, taken public on NASDAQ). Diana has also been an advisor to family offices on developing impact investment strategies and on fund and direct impact investments Diana’s Aspen Institute and Capital Institute Fellowships focused on researching innovative deal terms and investment structures that build stronger and more aligned partnerships between investors and purpose-led enterprises. The research findings have been launched in a web‐based toolkit that can be openly accessed by investors and entrepreneurs. Diana serves on the Board of Echoing Green and Duke’s Nicholas Institute for Environmental Policy Solutions. Diana has an MBA from Harvard Business School and a BA from Duke University.

  • Jonathan Rothberg

    Founder & Chief Strategy Officer, 4Catalyzer

    Jonathan Rothberg received his PhD from Yale in 1991 and shortly afterwards founded CuraGen, one of his first genomics companies. Since Curagen, some of the other companies he created include 454 Life Sciences, Ion Torrent, RainDance Technologies, Lam Therapeutics, Quantum-Si, Hyperfine Research, Butterfly Network and Clarifi. During his time at 454 Life Sciences, Dr. Rothberg was the first to sequence the human genome and his work in massively parallel DNA sequencing and limited dilution has been lauded by Science and The New England Journal as tremendous scientific breakthroughs. He personally holds over 100 patents and has won numerous awards including the only person to win World Economic Forum’s Technology Pioneer four separate times, and was awarded the National Medal of Technology and Innovation by President Obama. In 2014, Dr. Rothberg established 4Catalzyer in CT which is a startup accelerator that has launched many successful companies.

  • Peter Schulam

    Chief Innovation Officer, Yale New Haven Health System

    Dr. Schulam completed his MD and PhD degrees at Baylor, and completed his surgical training as a urologist at Johns Hopkins. He previously served as the vice-chair of Urology at UCLA, before being recruited as the inaugural chair of Urology at Yale. Dr. Schulam is very active in medical device development and holds a patent for a ureteroscopy that is now standard of practice in urologic endoscopy. At UCLA he founded the Center for Advanced Surgical and Interventional Technology (CASIT) for development of next-gen surgical training and technology. At Yale, Dr. Schulam created the Center for Biomedical and Interventional Technology (CBIT) to accelerate the creation of innovative technologies for unmet clinical needs. In 2017, Dr. Schulam was appointed as the director of Tsai CITY, a center that leads collaborative and innovative efforts throughout Yale campus by funding and mentoring students. Dr. Schulam currently serves as Chief Innovation and Transformation Officer for Yale New Haven Health System in addition to his above positions.

  • Jonathan D. Tower

    Managing Partner, Arctaris

    Mr. Jonathan D. Tower is the Founder and Managing Partner of Arctaris, an impact firm which manages the Arctaris Principal-Protected Opportunity Zone Fund, LP (2019), the Arctaris Impact Fund, LP (2018), and three predecessor Arctaris impact funds. He invests in growth-oriented operating businesses and infrastructure, with heavy emphasis on underserved and underrepresented communities. Based in Boston and founded in 2009, Arctaris has partnered with the Kresge Foundation, Harvard Business School Professor Michael Porter’s Initiative for a Competitive Inner City and multiple other foundation and government partners to make investments in Opportunity Zones and other underserved areas, with the aim of delivering market-rate returns alongside targeted social impact. Jonathan has over 15 years of industry experience, investing in private equity and private debt, including three interim Chief Executive Officer roles in private equity-backed companies. He has invested and worked closely with portfolio companies in the manufacturing, technology, and services industries to achieve their growth objectives, including Capterra (acquired by Gartner), Verid (acquired by EMC), QuoteShip (acquired by ICGE), Moguldom Media (acquired by InteractiveOne), and Xoom (IPO and subsequent acquisition by PayPal). Prior to co-founding Arctaris in 2009, Jonathan was a Managing Director, Operating Partner and member of the Investment Committee at Dutchess Capital. He held responsibilities both in private equity deal execution and maximizing value in portfolio companies, working with management teams to develop growth or turnaround strategies. At Fidelity Ventures, Jonathan executed private equity and venture capital investments, focusing on the enterprise technology, security and communications sectors, including the firm’s investment in Xoom, which held an initial public offering and was acquired by Pay Pal for more than $1 billion. At IBM, Jonathan was a member of the Corporate Venture Capital, Mergers & Acquisitions and Debt Capital Markets groups, where he facilitated the issuance of more than $2 billion in term debt, launched the company’s credit derivative hedging program, managed $250 million of A/R factoring transactions, led venture investments in five expansion-stage technology businesses, and supported two business units in divestitures that generated $300 million in profit. Prior thereto, Jonathan was Co-Founder and Vice President of Business Development at, which was acquired by From 1996 to 1999, he was a Financial Journalist at Bloomberg News. Jonathan has published articles on corporate finance, derivatives and risk management in Bloomberg News, Bloomberg Magazine, International Herald Tribune, and the New York Times. Jonathan received an M.B.A. from Harvard Business School in 2002 and B.A. in English and Mathematics from Georgetown University in 1996.

  • Jase Wilson

    CEO & Founder, Neighborly

    Jase Wilson is the Founder and CEO of Neighborly, the financial technology company focused on connecting communities with the capital they need to fund vital public projects like schools, libraries and parks. Neighborly works to ensure that public finance can rapidly deliver the next generation of innovative, resilient infrastructure, such as community broadband networks and community solar microgrids. Jase’s early education was concentrated on applied mathematics and engineering, and then as an undergraduate he immersed himself in the study of urban planning and design. At MIT, Jase continued his deep focus on cities and technology at the Department of Urban Studies and Planning (DUSP). Before starting Neighborly, Jase founded Luminopolis, a civic technology firm focused on helping communities connect with citizens through open-source software. Every year, he chairs the recurring giving circle at National Coalition of Domestic Violence. Originally from Maryville, Missouri, Jase lives in San Francisco.

Additional Information


    Friday, April 5, 2019
    Yale School of Management | Zhang Auditorium
    165 Whitney Avenue, New Haven, CT

    *Speakers and times subject to change




    Registration & Breakfast

    Ligon-Lamsam Student Commons


    Welcome Remarks

    Teresa Chahine, Sheila and Ron ’92 B.A. Marcelo Lecturer in Social Entrepreneurship, Yale University

    Zhang Auditorium


    Keynote Speech: Impact Investing-Is it a Market Contagion?

    Robert Shiller, Sterling Professor of Economics, Yale University


    Transformative Power of Capital to Change the World’s Trajectory

    Erika Karp, Founder & CEO, Cornerstone Capital Inc.


    Generating Above Market Returns: Prioritizing SDG’s and How Investors Engage with Companies to Drive Change and Investment Returns

    Moderator: Erika Karp, Founder & CEO, Cornerstone Capital Inc.

    Panelists: Robert Brown, Founding Partner, Atlas Impact Partners

                                        Tony Davis, CEO & CIO, Inherent Group

                                        Diana Propper de Callejon, Managing Director, Cranemere, Inc.




    Building Resilient Infrastructure: Improving Cities to Enhance Economic Growth for More People. Can Public-Private Partnerships, Opportunity Zones Work?

    Moderator: Julie Cochran, Yale University
    Panelists: Vincent Felteau, Ivanhoé Cambridge

                                        Jonathan D. Tower, Arctaris

                                        Jase Wilson, CEO, Neighborly




    Investing to Promote Well-Being/Health for All at All Ages

    Moderator: Sri Muthu, CEO & Co-founder, HealthVenture Corporation & Managing Director, HealthVenture Labs

    Panelists: Mary-Ann Etiebet, Lead & Executive Director, Merck for Mothers

                                        Jonathan Rothberg, Founder & Chief Strategy Officer, 4Catalyzer

                                        Peter Schulam, Chief Innovation Officer, Yale New Haven Health System


    Investing in the Energy Transition: Capital Markets & Scaling the New Energy Economy

    Moderator: Scott Fisher, Greenlots

    Panelists: Scott Brown, Founder & CEO, New Energy Capital

                                        Bethany Gorham, Vice President of Investor Relations, Energy Impact Partners

                                        Andrew Hughes, Capital Markets and Corporate Development, Generate Capital




    Institutional Investors’ Perspective on the Transformative Power of Capital to Drive Positive Changes

    Hans Op ‘t Veld, Head of Responsible Investment, PGGM


    Closing Remarks


    Reception: Sponsored by tsai city, yale center for business and the environment, and innovatehealth yale

    The Forum

    Helpful Conference Information:

    Conference Venue Address:

    Yale School of Management | 165 Whitney Avenue, New Haven, CT

    Transportation to and from New Haven, CT:

    • The Yale School of Management can be accessed conveniently from both highways I-91 and I-95.
    • Uber & Lyft are available in New Haven.
    • Amtrak, Acela and Metro North trains run regularly to and from New Haven Union Station. Taxis are readily available outside the station.
    • Local Tax Companies:
      • Metro taxi: (203) 777-7778
      • Quick Taxi: (203) 777-7778
      • City Wide Taxi: (203) 777-0007

    Parking in New Haven

    • There is absolutely no parking at the Yale School of Management building.
    • A limited number of spots have been reserved at nearby Pierson Sage Garage.  Parking here is based on a first come first serve basis.  Instructions for accessing the garage and an access code will be emailed to registered participants before the conference.
    • There is metered parking on surrounding streets such as Sachem and Orange Streets.
    • There are several parking garages within a 15-20 minute walking distance (or cab ride).  Please consult the Park New Haven website for parking options. *A few garages also offer electric vehicle charging.

    Questions? Contact: