5th Annual Impact Investing Symposium Series

We are excited to present our speakers for the first session of our series, October 23 at 8am. 

8am - Impact Investing 101

Peter Lupoff

 9am - Building an Impact Portfolio

Chris McDonald

Liz Michaels

Jessica Zarzycki

Jake Barnett, Moderator

PETER LUPOFF

CEO, Net Impact

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Peter is the CEO of Net Impact, a nonprofit membership organization for students and professionals working to mobilize next-generation leaders to use their skills and careers to make a positive impact on the world. Peter founded Tiburon Capital Management, running Tiburon as CIO until acquired by consultant, Gray & Company. Peter later founded Lupoff Friends and Family Interests, which has committed to operating a 100% Impact Investment portfolio and is a Fellow and Advisory Council Member of World Policy Institute, with a focus on private capital and market solutions to the challenges confronting people and planet. Peter is active with Clean Power for Humanity, bringing green electrification projects to rural Asian villages and schools, and Defy Ventures, training the previously incarcerated. Since 2016, Peter taught Impact Investing and Investment Research classes as Special Lecturer at Yale School of Management and Fordham University. He is a Member of the Impact Investing & Sustainable Finance Faculty Consortium and is a regular writer and speaker related to topics among his areas of expertise.

CHRIS MCDONALD

Portfolio Manager, Kennedy Capital Management

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Chris McDonald, CFA, is the Portfolio Manager for the ESG SMID Cap Strategy. Chris also serves as the Co-Portfolio Manager for the Small Cap Core Strategy and the Assistant Portfolio Manager for the Micro Cap strategy. In addition, Chris serves as a Research Analyst at KCM, primarily responsible for selecting and monitoring securities within the industrials sector of KCM’s universe. Chris joined KCM in November 2005. Prior to joining KCM, Chris spent six years in various finance functions at The Boeing Company.  Chris graduated summa cum laude with a B.S. in Finance and Operations Management from Washington University in St. Louis and earned an M.B.A. from the UCLA Anderson School of Business.

LIZ MICHAELS

Chief of Staff, Aperio Group

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Liz Michaels is Aperio Group's Chief of Staff and Director of ESG/SRI. Prior to joining Aperio, Liz was responsible for the $11 billion defined contribution managed accounts business at Ibbotson Associates, a wholly owned subsidiary of Morningstar, Inc. Earlier in her career, she was the Chief Operating Officer of Morningstar, Inc. and served on the company's executive committee. Liz was also the President of Jellyvision, Inc., an interactive firm best known for its game You Don't Know Jack™and Associate Dean/Director of the Career Advising and Planning Services office at the University of Chicago. Liz has a BA in Economics and an MBA from the University of Chicago.

JESSICA ZARZYCKI, CFA

Portfolio Manager, Nuveen

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Jessica is a portfolio manager and research analyst for Nuveen’s global fixed income team and member of the international and emerging markets debt sector team. She is an integral part of the fixed income responsible investing portfolio management team and co-portfolio manager on the Core Impact Bond, Green Bond and Short Duration Impact strategies. Jessica is also responsible for covering sovereigns and local markets throughout Western Europe and Central Eastern Europe.

Prior to joining the firm in 2008, she worked at Citi Global Wealth Management (GWM) where she helped to manage the liquidity and risk of the GWM balance sheet. Most recently, she covered developed market sovereigns, agencies and agency MBS at TIAA Investments.

Jessica graduated with a B.S. in Business Administration with an emphasis in Finance from The Ohio State University. She holds the CFA designation and is a member of the CFA Society New York and the CFA Institute.

JAKE BARNETT

Manager, Sustainable Investment Services, Wespath

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Jake joined Wespath in January 2020. As a manager of Sustainable Investment Services for Wespath and its subsidiaries’ investment programs, Jake is responsible for the strategic development and implementation of plans to integrate environmental, social and governance (ESG) factors into capital markets investing to promote a more sustainable investment future. He identifies engagement opportunities that seek to promote more sustainable business practices that align with the values of the United Methodist Church’s. Previously Jake was an institutional consultant at Morgan Stanley’s Graystone Consulting where he focused on engagement with faith-based and impact-oriented institutional investors. He also co-chairs the Catholic Impact Investing Collaborative, an organization that helps faith-based investors invest their portfolios in impactful ways. He is actively involved with the Interfaith Center of Corporate Responsibility (ICCR), including serving on the Climate Crisis Leadership group where he helped develop ICCR’s best practices for engagement with fossil fuel companies. Jake received his bachelor’s degree in Economics, International Studies and Political Science from Ohio Wesleyan University.

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