Tina Castro
Managing Partner, Avivar Capital

Tina is a managing partner and co-founder of Avivar Capital, co-leading the firm’s overall business activities. She serves as an impact investment advisor to Avivar’s clients, providing guidance on development and execution of impact investing portfolios and funds. Prior to founding Avivar, Tina was Director of Impact Investing for The California Endowment (TCE) and prior to that, in the Investment Management Division at Goldman, Sachs & Co. At TCE, a health-focused private foundation with over $3 billion in assets, Tina developed financing vehicles and strategies that delivered solid financial returns, leveraged significant additional investment capital and supported TCE’s Building Healthy Communities goals. Tina is a CFA Charterholder, has an MBA in Finance from the UCLA Anderson School of Management and an MA in International Affairs with a focus in International Business from the University of Miami. Tina currently also sits on the boards of the National Advisory Council for the Building Healthy Places Network. She is currently a Faculty Advisor at the UCLA Anderson School of Management and was formerly an Adjunct Instructor for a graduate course on impact investing at USC.

Justin Conway
Vice President of Investment Partnerships, Calvert Impact Capital

Justin Conway is Vice President of Investment Partnerships at Calvert Impact Capital, a nonprofit investment firm that has helped thousands of people and institutions channel over $2 billion in impact investments to social enterprises through the U.S. and around the world. He is also President of Calvert Impact Capital’s wholly-owned subsidiary Community Investment Partners that provides customized portfolio services to institutional impact investors. Justin manages the firm’s financial services and distribution relationships, leads the investor relations and marketing team, and works closely with the investors and financial advisors at the forefront of using investment capital for social impact.

Previously, Justin managed the Community Investment Program of the Social Investment Forum and Green America, and he worked on human and economic rights in both Asia and Central America. He received a Master’s in Applied Economics from Johns Hopkins University and a Bachelor’s in Sociology and Statistics from James Madison University.

Justin has served as the Vice Chair and Foundation Chair of the board of US SIF, the association of financial professionals engaged in sustainable, responsible, and impact investing, as well as on the board of Green America.

Andy Cooney, Treasurer
Principal, 1112 Capital, LLC

Andy Cooney has more than 30 years of financial advisory, investment banking and asset management experience, and has been responsible for the structuring and execution of more than $17 billion of financings and investment funds as both a banker and as a principal.

For the past 10 years, Andy has focused on the specialty finance sector, providing both advisory and portfolio analytics services to a variety of non-bank lenders across multiple asset classes. Prior to 1112 Capital, LLC, Andy served as Chief Financial Officer and a Principal at Four Corners Capital Management, LLC. Prior to his role at Four Corners, Andy was a Managing Director at First Union Capital Markets (a predecessor to Wells Fargo Securities), responsible for the Emerging Assets Securitization Group, which focused on applying securitization techniques to new asset classes, and executed securitizations across a broad array of asset classes.

Andy is a graduate of Washington and Lee University and the Babcock Graduate School of Management at Wake Forest University (MBA).

Penelope Douglas
Founding Partner, CultureBank

Penelope Douglas is a founding partner of CultureBank. She has spent the past 25 years as a social entrepreneur, pioneer in community development investment, cofounder and CEO of Pacific Community Ventures, and senior executive and board chair of MissionHub and SOCAP. Throughout her career Douglas has been committed to building bridges across banking, community development finance, social enterprise, impact investing, and the arts. She currently serves as an advisor to several women-led social enterprises, is a board member of Startgrid, and is visiting scholar at the Federal Reserve Bank, Community Development Division. She has been featured in media outlets such as the New York Times, NPR, the San Francisco Chronicle, and California magazine—that last highlighted her as a pioneer of “compassionate capitalism.” Douglas is also an artist, an athlete, a native Californian, and a graduate of Smith College.

Marguerite H. Griffin
Director of Philanthropic Advisory Services, Northern Trust

Marguerite H. Griffin is a Senior Vice President and Director of Philanthropic Advisory Services at Northern Trust, responsible for the delivery and growth of Northern Trust’s philanthropic advisory services to Wealth Management clients. She specializes in administering charitable trusts and private foundations and facilitating family philanthropy retreats. She also advises clients regarding impact investing, strategic philanthropy, international philanthropy, family succession planning, board governance and risk management for nonprofit organizations.

Previously, Marguerite held positions in the Personal Trust Administration/ Private Clients Departments of premier financial institutions, where she was responsible for the administration of large, complex trusts for individuals and families, charitable trusts and private foundations. Prior to that, Marguerite practiced law as an Associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, nonprofit organization law, charitable trusts and private foundations.

Marguerite received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law. She is a member of the American Bar Association, the Chicago Bar Association, the Chicago Council on Planned Giving and the Chicago Estate Planning Council. Marguerite is admitted to practice before the Illinois Supreme Court.

James Lum
Chief Financial Officer, National Community Reinvestment Coalition (NCRC)

James’ work over the past 20 years has bridged the nonprofit and for-profit worlds and focused on building sustainable data and content organizations. Over that time, he has worked in the internet, television, radio, and publishing industries. Comparable experiences to Aeris include his time with GuideStar and Dow Jones, which specialize in nonprofit and for-profit organizational data each focusing on defining and delivering the right content to the right audiences in a sustainable, if not profitable fashion. James also assists NCRC in its community redevelopment efforts and running its CDFI fund. Functionally, James’ roles have been in financial planning and analysis so he is particularly well versed in budgeting and financial tradeoff. He is data- and data systems-oriented, having led Product Development at GuideStar, as well as numerous G/L, CRM, BI, and ERP projects at other organizations. James served on the board of WBAI, Pacifica Radio’s New York City station, and worked closely with the Boards and committees of the companies where he has been employed.

David Sand
Chief Impact Strategist, Community Capital Management

David brings more than 30 years of investment management experience and is a trailblazer in the socially responsible/impact investing arena. In 1994, David co-founded Access Capital Strategies and served as its president and chief investment officer from 1994 to 2010. In this capacity, he pioneered the development of market-rate, fixed income impact investments for institutional investors and helped grow the Community Investment Fund to more than $650 million in assets. Access Capital Strategies was acquired by the U.S. investment management arm of the Royal Bank of Canada in 2008.

Most recently, he worked as a consultant to Community Development Financial Institutions (CDFIs), non-profits and social enterprises. Before that, he served as chief investment officer of CDT Advisors, the investment management arm of the Community Development Trust, a for-profit CDFI based in New York.

David serves on the New York Advisory Board for Enterprise Community Partners and is a former board member of US SIF: The Forum for Sustainable Investment. He received his bachelor’s degree from Princeton University and a master’s degree in public administration from Harvard University’s John F. Kennedy School of Government.

Ellen Seidman, Immediate Past Chair
Nonresident Fellow, The Urban Institute

Ellen Seidman is a nonresident fellow in the Housing Finance Policy Center at the Urban Institute. She is also a member of the boards of the Center for Financial Services Innovation, Maine Initiatives, and Friends of the Strand Theatre.

From 2012 to 2016, Ellen served on the inaugural Consumer Advisory Board of the Consumer Financial Protection Bureau. From 2012 to 2014, she was a visiting scholar at the Federal Reserve Bank of San Francisco, where she edited Investing in What Works for America’s Communities; What Counts: Harnessing Data for America’s Communities; and What It’s Worth: Strengthening the Financial Future of Families, Communities, and the Nation. She was the 2013–14 New York University Stern–Citi Leadership and Ethics Distinguished Fellow.

From 2002 to 2010, Ellen held various positions at ShoreBank Corporation, and from 1997 to 2001, she directed the Office of Thrift Supervision. She also sat on the board of directors of the Federal Deposit Insurance Corporation and chaired the board of directors of NeighborWorks America. Ellen was senior counsel to the Democratic staff of the House Financial Services Committee, was Special Assistant to the President for Economic Policy, and held senior positions at Fannie Mae and the US departments of Transportation and the Treasury.

Ellen received an AB from Radcliffe College, an MBA from the George Washington University, and a JD from Georgetown University.

Kim Leslie Shafer, Chair
Independent Consultant

Combining a 15-year investment banking career with significant public service in financial regulation, Kim’s work now focuses on impact investing as the synthesis of her mission orientation and accumulated financial experience.

Kim was a Senior Managing Director in Strategic Finance at Bear Stearns for 11 years, where she structured and marketed structured finance funds variously composed of leveraged loans, high yield bonds, corporate bonds, credit default swaps, asset-backed securities and derivatives, many of which were first of type (or new asset class) transactions. Previously, Kim worked at other major securities firms, as a public finance banker, leading new business efforts and financing infrastructure, housing, general obligation, project finance and other tax-exempt bond offerings.

Since 2009, Kim has dealt with the valuation of complex securities as a Senior Advisor to Duff & Phelps; assisted the independent bipartisan Financial Crisis Inquiry Commission with examining the causes of the financial crisis and creating its bestselling report; and was a Senior Fellow with the Center for Financial Stability, where she combined her markets orientation with regulatory policy insights. In recent years, Kim has served as an expert witness in litigation, consulted in financial services and with fin-tech companies and expanded her board activities.

In earlier professional chapters, Kim served as Staff Director of the Consumer and Regulatory Affairs Subcommittee of the U.S. Senate Banking Committee; worked on the national staff of two Presidential campaigns; and practiced corporate law for four years at White & Case. Kim chaired the audit committee of the Council for Economic Education, the leading national nonprofit supporting K-12 economic and personal financial education. Her past board service also includes the Financial Women’s Association, Women in Housing & Finance (DC) and the Alumni Association of each of her alma maters.

Kim has a J.D. from Columbia Law School. At Vanderbilt University, she was a H.S. Vanderbilt Honors Scholar and was nominated for a Rhodes Scholarship.

Rekha Unnithan
Impact Investing Portfolio Manager, Nuveen

Rekha Unnithan is a Director and Impact Investing Portfolio Manager at Nuveen Private Markets. She determines Nuveen’s Impact Investment strategy across sectors, asset classes, and regions; originates and underwrites new deals and manages impact investments to execute Nuveen’s commitment across thematic areas and oversees a multi-asset class impact investing portfolio that includes private equity, private real estate, mortgages and fund investments.

Prior to joining Nuveen in 2012, she worked for Bank of America Merrill Lynch as a vice president in their Institutional Investment Group. She has also held various positions at Merrill Lynch in Institutional Investments, and Investment Oversight and Risk Management.

Rekha holds a BA in economics from Yale University and an MBA with a specialization in financial instruments & markets, and social innovation & impact from New York University’s Stern School of Business. She is a Chartered Financial Analyst (CFA) charterholder, and a Certified Investment Management analyst (CIMA®). Rekha also serves on the advisory board of the Global Impact investing Network’s Institutional Investor Initiative.