Conference Speakers Wednesday, October 30, 2019

CONFERENCE SPEAKERS WEDNESDAY, OCTOBER 30, 2019

9:00 AM WELCOME REMARKS

Sancia Dalley, Senior Vice President, Strategic Partnerships & Director, RFK Compass Investor Program, Robert F. Kennedy Human Rights Sancia Dalley leads private sector engagement and business development, while leading the RFK Compass Investor Program, a network of 250 institutional investors and fund managers who are committed to seeking superior risk-adjusted returns while considering human rights and the “S” in ESG. Dalley has over fifteen years of experience in corporate social responsibility, philanthropy, public-private partnership building and management, and global affairs.

Before joining Robert F. Kennedy Human Rights, she served under Ambassador Richard Holbrooke, the former US Ambassador to the United Nations, and Ray Chambers, the former United Nations Special Envoy on Health Financing, where she led private-sector partnerships and financing in Africa and Latin America. Concurrently, she served as the private sector liaison to the Roll Back Malaria Global Partnership, the Board of the Global Fund to Fight HIV, Tuberculosis and Malaria, and the Corporate Alliance on Malaria in Africa. Dalley earned her AB in international relations and French at Wesleyan College in Macon, Georgia. She is the founder of Redlake Global LLC, a boutique strategic philanthropy advisory group, and sits on the boards of Center for Active Design (CfAD) in New York and Boardwalk Village Foundation in Negril, Jamaica.

9:05 AM KEYNOTE FIRESIDE CHAT: A CONVERSATION WITH FIONA MA

Fiona Ma, Treasurer, State of California Fiona Ma is California’s 34th State Treasurer. She was elected with more votes than any other candidate for treasurer in the state’s history, and is the first woman of color and the first woman certified public accountant (CPA) elected to the position.

The State Treasurer’s Office, which provides financing for schools, roads, housing, and other crucial infrastructure projects that better the lives of residents, processes more than $2 trillion in payments within a typical year and provides transparency and oversight for an investment portfolio of more than $90 billion, approximately $20 billion of which are local government funds. She also is responsible for $85 billion in outstanding general obligation and lease revenue bonds of the state. Ma works closely with the State Legislature to ensure that its members know the state’s financial condition and gives her own recommendations

1 for the annual budget. Treasurer Ma was a member of the State Assembly from 2006-2012, serving as Speaker pro tempore from 2010 to 2012. She built a reputation as a solution- oriented public servant.

Prior to serving as Speaker pro tempore, she was Assembly majority whip and built coalitions during a state budget crisis to pass groundbreaking legislation that protected public education and the environment while also expanding access to health care. As an assembly member, she authored 60 bills that were signed into law by two different governors. Her successful legislation to ban toxic chemicals in baby products became a model for federal legislation in 2008. She chaired the Assembly Select Committee on Domestic Violence and spearheaded legislation that strengthened laws protecting victims of domestic violence, consumers and working families; prevented the spread of Hepatitis B; increased access to quality healthcare; and, provided equal rights for all Californians. From 2002-2006, she served on the San Francisco Board of Supervisors and championed a human rights campaign to end human trafficking in massage parlors and to close prostitution rings. She led an effort to create the city’s Disadvantaged Business Enterprise program to empower small businesses to more easily participate in public works projects. Treasurer Ma first became involved in public service in 1994 when she was elected president of the Asian Business Association.

Most recently before being elected Treasurer, she was an elected member of the California Board of Equalization. Her district covered 23 counties in California and included approximately 9.5 million people. Upon being selected Chairperson of the Board of Equalization in 2016, she ordered three external audits of the agency and helped lead the biggest reforms for accountability and efficiency in that agency’s history. By requiring sales tax on online retail giants and taxing e-cigarettes as other tobacco products, Ma’s efforts amounted to generating between $2.1 and $3.5 billion in new revenue. Also while on the Board of Equalization, she identified the cannabis industry as the largest shadow economy in California and led efforts to regulate the industry. Ma holds a bachelor’s in accounting from the Rochester Institute of Technology, a master’s in taxation from Golden Gate University, and an MBA from Pepperdine University. She is a Member of the California Society of Certified Public Accountants and serves on the Board of California Women Lead. She is married to Jason Hodge, a full-time firefighter and Oxnard Harbor Commissioner.

Interviewed by Kerry Kennedy, President, Robert F. Kennedy Human Rights Since 1981, Kerry Kennedy has worked on diverse human rights issues including child labor, disappearances, indigenous land rights, judicial independence, freedom of expression, ethnic violence, impunity, women’s rights, and the environment. Kennedy is the author of the New York Times Best Seller ‘Being Catholic Now’, ‘Robert F. Kennedy: Ripples of Hope,’ and ‘Speak Truth to Power: Human Rights Defenders Who Are Changing Our World.’ Kennedy founded RFK Compass, which convenes biannual meetings of institutional investors who collectively control $5 to $7 trillion in assets to address the impact of human rights violations on investment outcomes. She serves on the boards of the U.S. Institute of Peace, Human Rights First, Ethics in Action, SDG USA, Sustainable Development Goals Center for Afri- ca, Health eVillages, Kailash Satyarthi Children’s Foundation, Nizami Ganjavi International Center as well as several public companies. A graduate of Brown University and Boston College Law School, she received the Medal for Social Activism from the World Summit of Nobel Peace Laureates along with many other awards and honorary degrees. Kennedy is the mother of three daughters, Cara, Mariah, and Michaela.

2 9:35 AM PANEL: RACIAL BIAS AND TALENT PIPELINE IN THE INVESTMENT SECTOR – IS THIS A MYTH?

Moderated by Xavier Gutierrez, Managing Director, Clearlake Capital Xavier Gutierrez joined Clearlake in 2017 as a managing director, focusing on investments, operations, and strategic development. He is a member and contributor to Clearlake’s Executive and Investment Committees. Prior to joining Clearlake, he was chief investment officer of Meruelo Group, the family office of US business executive Alex Meruelo, and president & chief investment officer of Meruelo Investment Partners. At Meruelo Group, Gutierrez oversaw investments and acquisitions, deal origination, underwriting, execution, capital sourcing, and led the strategic management of a portfolio of 35+ companies. Prior to Meruelo Group, Gutierrez was principal & managing director with Phoenix Realty Group, a real estate private equity firm managing approximately $1 billion in institutional capital. In addition, Gutierrez has held positions with the law firm of Latham & Watkins, Lehman Brothers, and the League Office of the National Football League.

Gutierrez also serves, and has served, on the board of directors for several public and private companies. Notably, Gutierrez currently serves on the board of directors for Commercial Bank of California, the largest Latino-owned bank in California. Previously, Gutierrez served as a voting member of the United States Securities Exchange Commission Advisory Committee on Small and Emerging Companies. Gutierrez has been very active with a number of nonprofit, academic, and philanthropic organizations. Currently, Gutierrez serves on the board of directors and the investment committee of the California Community Foundation (CCF), which stewards nearly $1.7 billion in assets and manages more than 1,600 charitable foundations, funds and legacies. In addition, Gutierrez serves on the board of directors of the National Association of Investment Companies and on the advisory council for the Hispanic Scholarship Fund.

Previously, Gutierrez served on the board of directors of the United States Hispanic Chamber of Commerce, and on the board of trustees for Southern California Public Radio. In addition, Gutierrez also previously served on the Loyola Marymount University Board of Regents, the board of the Harvard Club of Southern California, the Stanford Law School Board of Visitors, and the young alumni committee of the Harvard Alumni Association. Gutierrez received his bachelor of arts in government cum laude from Harvard University, and his juris doctorate from Stanford Law School.

Daryn Dodson, Founder and Managing Director, Illumen Capital Daryn Dodson is a passionate advocate of social and economic justice, especially for disadvantaged and marginalized groups. His work with impact investors, private equity funds, Fortune 100 companies, universities and foundations has been viewed through the lens of addressing the world’s most pressing social and environmental problems. Dodson is the founder and managing director of Illumen Capital, an impact fund of funds that seeks to increase gender and racial equity within the financial markets. Illumen Capital invests in the top growth, private equity and venture impact funds, and then provides coaching and tools to fund managers designed to reduce implicit bias.

Dodson previously led the Special Equities Program as a consultant to the Board of the Calvert Funds, a $12 billion pioneer of the impact investing field. Through this vehicle, Calvert maintains a portfolio of more than 40 funds on five continents, representing over 350 underlying portfolio companies. Prior to serving as a consultant to Calvert, Dodson served as director of university and corporate partnership for The Idea Village, where he created a platform engaging leading private equity firms, business schools, and Fortune 500 companies to invest over 100,000 hours and $2 million into more than 1,000 New Orleans entrepreneurs post-Hurricane Katrina. Dodson is the co-author of published research that examines the influence of race in financial judgements of asset allocators, and currently serves on the Board of Directors for Ben and Jerry’s. He earned his MBA from Stanford, where he serves on the Dean’s Management Board, and his AB from Duke University.

3 Michael Frerichs, Treasurer, State of Illinois Michael Frerichs was elected Illinois State Treasurer in November 2014, becoming the 74th person to serve in this role. In Illinois, the treasurer is the state’s chief investment officer and Frerichs is a certified public finance officer. The Office of the Treasurer actively manages approximately $25 billion. The investment approach is cautious to ensure the preservation of principal. The investment returns are significant: for every $1 spent to run the office, he nets $28 for the state’s residents. Since taking office, Frerichs has made significant strides in the fight for consumers by making sure Illinois residents get what is owed to them through the unclaimed property program. A record- breaking $159 million in forgotten cash and stock was returned to individuals, employers, and nonprofits in Fiscal Year 2017. By making changes to the Bright Start and Bright Directions college savings programs, he has lowered fees and provided more investment options, making college more affordable for families saving for their child’s future. Under his leadership, Illinois now leads a multi-state alliance that allows parents of children with blindness or a disability to save for their child without jeopardizing their federal disability benefits. Achieving a Better Life Experience Program (ABLE) is the national standard, offering high- quality and low-cost investment options.

Frerichs was born in the Downstate farming community of Gifford, Illinois. He graduated from Yale University and spent two years in Taiwan where he taught English to young students and learned to speak Chinese. He returned to Champaign County and launched his own technology business. He was elected to the Champaign County Board and elected Champaign County Auditor. He also served as a volunteer firefighter. In 2006, he was elected Illinois state senator representing East Central Illinois. As chairman of the higher education committee, Frerichs championed efforts to make college more affordable. He also served as chairman of the agriculture and conservation committee. Frerichs currently serves as vice chairman of the National Association of State Treasurer’s Legislative Committee as well as trustee on the Illinois State Board of Investment. He lives in Champaign with his young daughter, Ella.

Sue Toigo, Co-Founder, Robert Toigo Foundation and Chairman, Fitzgibbon Toigo & Co. Sue Toigo is the chairman of Fitzgibbon Toigo & Co. which provides access for emerging and established investment managers to the global institutional investment community. She is also a principal in Goldmine Consulting, which provides career and business development counsel to investment professionals. Toigo is the past chairman and cofounder of the Institute for Fiduciary Education (IFE) and a director and cofounder of the Robert Toigo Foundation.

10:15 AM PANEL: MANAGING RISKS AS TRUSTEES – A DISCUSSION ON BOARD DIVERSITY, LABOR PRACTICES, AND THE #METOO MOVEMENT

Moderated by Anne Simpson, Director, Board Governance and Strategy, California Public Employees’ Retirement System

As CalPERS’ Director of Board Governance & Strategy, Anne Simpson reports to the CEO and is responsible for strategic initiatives across the $370 billion fund. These include Climate Action 100+, a global investor alliance of $33 trillion driving business action on climate change. Simpson also serves on the SEC’s Investor Advisory Committee, the Robert F. Kennedy Leadership Council, and senior advisory board of the Center for Responsible Business at Haas Business School, UC Berkeley. Among her publications is the forthcoming book “The Financial Ecosystem: The Role of Finance in Advancing Sustainability” (Palgrave MacMillan) with Satyajit Bose and Dong Guo, at Columbia University.

4 Paul Muratore, Trustee and Investment Committee Member, SAG Pension Fund Paul Muratore was president and CEO of Talent Partners, the leader in talent and production support services for more than 750 agency and advertiser clients representing 1,500 brands, with more than $1 billion in annual billings. In his 13 year tenure at the helm, Muratore spearheaded a visionary transformation of this 50 year-old company, from a specialty payroll service focused on commercial talent to a powerhouse provider of more than 125 essential services for the ever-evolving advertising industry, including talent negotiations and business affairs, traffic and clearance, rights and royalty management, signatory services, and more. The firm’s client roster included 23 of the Top 25 largest US advertising agencies and 23 of the Top 25 largest US advertisers. Muratore lead the charge to make Talent Partners a global enterprise, with launches of Talent Partners Europe, Talent Partners Canada, and adding many international clients.

Gina Sanchez, Board Member, Los Angeles County Employee Retirement Association Gina Sanchez is an appointed member of the LACERA Board of Investments and has a long career in investment management. She is the founder and CEO of Chantico Global, LLC, as well as a contributor and guest host for CNBC. She has more than 20 years of experience managing asset allocation mandates for mutual funds and foundations, and consulting with pension funds and family offices.

Throughout her career, Sanchez has held several key roles at Roubini Global Economics, Ford Foundation, The California Endowment, American Century Investment Management, Infinity Financial, and JP Morgan, She is the recipient of the Institutional Investor’s 2009 Foundations and Endowments Rising Stars Award. Sanchez has a master’s degree in international policy studies from Stanford University and a bachelor’s degree in economics from Harvard University.

11:10 AM IN CONVERSATION: THE DISSONANCE OF PRIORITIES – PORTFOLIO CONSTRUCTION AND COMPETING NEEDS

Jonathan Grabel, CIO, Los Angeles County Employees Retirement Association As CIO for the Los Angeles County Employees Retirement Association, Jonathan Grabel manages a $58 billion defined benefit pension fund on behalf of LACERA’s 165,000 active and retired members. In addition, he oversees the investments for the LACERA- administered $700 million healthcare benefits program. Prior to his appointment with LACERA, Grabel was the chief investment officer for the Public Employees Retirement Association of New Mexico. In this role, he had responsibility for the NM PERA defined benefit and defined contribution plans. Grabel also served as chief investment officer for Montgomery County Public Schools in Maryland. Previously, he was a general partner at Baker Capital, a New York-based private equity firm. Earlier in his career, Grabel was an investment banker at SBC Warburg and with Nomura Securities. He also worked in public accounting at Arthur Andersen. Grabel received his BS in economics from the University of Pennsylvania Wharton School of Business and his MBA from the University of Chicago Booth School of Business. He is a CPA.

Interviewed by José Feliciano, Co-Founder and Managing Partner, Clearlake Capital and Board Member, RFK Human Rights José Feliciano is co-founder and managing partner of Clearlake Capital Group, a leading private investment firm which has managed approximately $9 billion of institutional capital since inception. Feliciano is involved in the investment side of the firm, as well as its day- to-day management and currently serves on the board of directors of several Clearlake portfolio companies. Feliciano started his career in investment banking in the mergers & acquisitions and corporate finance groups at Goldman, Sachs & Co and, before co-founding Clearlake, was a partner and member of the investment committee at Tennenbaum Capital Partners and chief financial officer of govWorks, Inc. 5 As well as being a board member of Robert F. Kennedy Human Rights, which works alongside activists to ensure positive changes in governments and corporations, Feliciano also sits on the board of directors of the Robert Toigo Foundation, which is dedicated to promoting the career advancement and increased leadership of under-represented talent. In 2014, Feliciano and his wife, Kwanza Jones, founded the SUPERCHARGED Initiative, a philanthropic grant-making and impact investment organization. He graduated from Princeton University with a BS in mechanical & aerospace engineering and received his MBA from the Graduate School of Business at Stanford University.

11:40 AM SPOTLIGHT TALK: ALGORITHMIC BIAS - HOW MACHINE LEARNING AND DEEP EARNING ARE TRANSFORMING OUR SOCIETY FOR BETTER OR WORSE

Dr. Safiya Noble, Associate Professor and Co-Director of the Center for Critical Internet Inquiry, UCLA Dr. Safiya Umoja Noble is an associate professor at the University of California, Los Angeles (UCLA) in the Department of Information Studies where she serves as the co-director of the UCLA Center for Critical Internet Inquiry. She also holds appointments in African American studies and gender studies. Recently, she was a visiting faculty member at the University of Southern California’s Annenberg School of Communication. Previously, she was an assistant professor in the Department of Media and Cinema Studies and the Institute for Communications Research at the University of Illinois at Urbana-Champaign.

She is the author of a best-selling book on racist and sexist algorithmic bias in commercial search engines, entitled Algorithms of Oppression: How Search Engines Reinforce Racism (NYU Press), which has been widely-reviewed in journals and periodicals including the Los Angeles Review of Books, featured in the New York Public Library 2018 Best Books for Adults (non-fiction), and recognized by Bustle magazine as one of 10 Books about Race to Read Instead of Asking a Person of Color to Explain Things to You.

Noble is the recipient of a Hellman Fellowship and the UCLA Early Career Award. Her academic research focuses on the design of digital media platforms on the internet and their impact on society. Her work is both sociological and interdisciplinary, marking the ways that digital media impacts and intersects with issues of race, gender, culture, and technology. She is regularly quoted for her expertise on issues of algorithmic discrimination and technology bias by national and international press including The Guardian, the BBC, CNN International, USA Today, Wired, Time, Full Frontal with Samantha Bee, The New York Times, and Virginia Public Radio, and a host of local news and podcasts, including Science Friction, and Science Friday to name a few. Recently, she was named in the “Top 25 Doers, Dreamers, and Drivers of 2019” by Government Technology magazine.

Noble is the co-editor of two edited volumes: The Intersectional Internet: Race, Sex, Culture and Class Online and Emotions, Technology & Design. She currently serves as an associate editor for the Journal of Critical Library and Information Studies, and is the co-editor of the Commentary & Criticism section of the Journal of Feminist Media Studies. She is a member of several academic journals and advisory boards, including Taboo: The Journal of Culture and Education. She holds a PhD and an MS in library & information science from the University of Illinois at Urbana-Champaign, and a BA in sociology from California State University, Fresno where she was recently awarded the Distinguished Alumni Award for 2018.

6 12:05 PM INTERACTIVE CASE STUDY WORKSHOP ON BUSINESS & HUMAN RIGHTS

Facilitated by Michael Posner, Director and Professor of Business and Society, Center for Business and Human Rights, NYU Stern School of Business Michael Posner is the Jerome Kohlberg professor of ethics and finance at NYU Stern School of Business and director of the Center for Business and Human Rights. Posner served in the Obama Administration from September 2009 until March 2013, as the assistant secretary of state for Democracy, Human Rights and Labor. Prior to that, Posner was the longtime executive director and president of Human Rights First, a US-based human rights advocacy organization. He was also a visiting lecturer at Yale and Columbia law schools. Posner has played a major role in shaping US policy from inside and outside of government on issues ranging from refugee and asylum law and policy, to national security and human rights, to internet freedom, and most recently on a range of business and human rights issues. Posner chairs the board of the Fair Labor Association, which addresses supply chain labor issues in the apparel, athletic footwear and agriculture sectors.

1:20 PM LUNCHEON FIRESIDE CHAT: CLIMATE JUSTICE IN THE 21ST CENTURY – CHALLENGES AND OPPORTUNITIES FOR INVESTORS AND BUSINESSES

Terry Tamminen, President, 7th Generation Advisors Terry Tamminen is an author, lecturer, and strategist on energy and the environment. In 2003, California Governor Arnold Schwarzenegger appointed him as Secretary of the California Environmental Protection Agency. In December 2004, he was appointed Cabinet Secretary, the Chief Policy Advisor to the Governor. He continues to advise the former governor, and other regional, national, and international leaders, on energy and environmental policy.

Interviewed by Wendy Abrams, Founder, Cool Globes and 2019 RFK Human Rights Ripple of Hope Laureate Wendy Abrams is an environmentalist and social activist. She is the founder of Cool Globes, Inc., a nonprofit organization dedicated to raising awareness of climate change that originated as a project stemming from the Clinton Global Initiative in 2006. Designed to utilize the venue of public art and education, the inaugural Cool Globes: Hot Ideas for a Cooler Planet exhibit opened in Chicago in 2007 and has since traveled to three continents.

In 2015, Cool Globes launched a campus activist initiative, KNOW TOMORROW, with the goal of amplifying the voices of youth speaking out on climate change. Abrams proudly serves on the Leadership Council for Robert F. Kennedy Human Rights and has participated in delegations to Mexico, Haiti, and the Dominican Republic. She also serves as a trustee for Waterkeeper Alliance, the Center for American Progress Action Fund, and the Amy Krouse Rosenthal Foundation. In 2011, she helped establish the Abrams Environmental Law Clinic at the University of Chicago Law School. She is currently working with the University of Southern California to design a course on the art of activism, which she will convene as an adjunct professor in 2020. Abrams is a principal shareholder of Medline Industries, Inc., the largest privately held manufacturer and distributor of medical supplies in the United States. Abrams graduated from Brown University and received her MBA from Northwestern’s Kellogg School of Management. She lives in Highland Park, Ill., with her husband, Jim. They raised four wonderful children—undoubtedly, her greatest accomplishment.

7 2:00 PM IN CONVERSATION: A DISCUSSION WITH GOOGLE ON RIGHTS, REGULATION, AND FREEDOM OF EXPRESSION

Alexandria Walden, Counsel, Free Expression and Human Rights, Google Alexandria Walden is Google’s global policy lead for global human rights and free expression. With colleagues in more than 40 countries, Walden builds partnerships to promote free speech and expression and to combat Internet censorship and filtering around the globe. Based in Washington, DC, Walden coordinates policy and strategy around these issues for the company. She also represents Google at the Global Network Initiative (GNI) -- a multi-stakeholder coalition of companies, human rights groups, investors, and academics that develops best practices for respecting human rights on the Internet and in the communications sector.

Prior to joining Google, Walden worked at The Raben Group, The Center for American Progress, and NOW Legal Defense and Education Fund. She has also served as a law clerk for the US Senate, Committee on the Judiciary, and for the US House of Representatives in the Committee on the Judiciary, Subcommittee on the Constitution, Civil Rights & Liberties; and worked with the US EEOC; U.S. Department of Labor; and Bay Area Legal Aid during law school. Walden holds a BA in political science from American University and a JD from the University of San Francisco School of Law.

Interviewed by Michael Posner, Director and Professor of Business and Society, Center for Business and Human Rights, NYU Stern School of Business Michael Posner is the Jerome Kohlberg professor of ethics and finance at NYU Stern School of Business and director of the Center for Business and Human Rights. Posner served in the Obama Administration from September 2009 until March 2013, as the assistant secretary of state for Democracy, Human Rights and Labor. Prior to that, Posner was the longtime executive director and president of Human Rights First, a US-based human rights advocacy organization. He was also a visiting lecturer at Yale and Columbia law schools. Posner has played a major role in shaping US policy from inside and outside of government on issues ranging from refugee and asylum law and policy, to national security and human rights, to internet freedom, and most recently on a range of business and human rights issues. Posner chairs the board of the Fair Labor Association, which addresses supply chain labor issues in the apparel, athletic footwear and agriculture sectors.

2:35 PM PANEL: THE FUTURE WE WANT – DRIVING IMPACT AS LEADERS IN MALE- DOMINATED INDUSTRIES

Moderated by Kerry Kennedy, President, Robert F. Kennedy Human Rights Since 1981, Kerry Kennedy has worked on diverse human rights issues including child labor, disappearances, indigenous land rights, judicial independence, freedom of expression, ethnic violence, impunity, women’s rights, and the environment. Kennedy is the author of the New York Times Best Seller ‘Being Catholic Now’, ‘Robert F. Kennedy: Ripples of Hope,’ and ‘Speak Truth to Power: Human Rights Defenders Who Are Changing Our World.’ Kennedy founded RFK Compass, which convenes biannual meetings of institutional investors who collectively control $5 to $7 trillion in assets to address the impact of human rights violations on investment outcomes. She serves on the boards of the U.S. Institute of Peace, Human Rights First, Ethics in Action, SDG USA, Sustainable Development Goals Center for Afri- ca, Health eVillages, Kailash Satyarthi Children’s Foundation, Nizami Ganjavi International Center as well as several public companies. A graduate of Brown University and Boston College Law School, she received the Medal for Social Activism from the World Summit of Nobel Peace Laureates along with many other awards and honorary degrees. Kennedy is the mother of three daughters, Cara, Mariah, and Michaela.

8 Ivor Horn, Clinical Advisor, Accolade Dr. Ivor Braden Horn is clinical advisor for Accolade, a technology-enabled health and benefits navigation and advocacy company. Most recently, she served as Accolade’s Chief Medical Officer. Prior to joining Accolade, she was medical director of the Center for Diversity and Health Equity at Seattle Children’s Hospital and professor of pediatrics at the University of Washington School of Medicine. She is a board-certified pediatrician and NIH- funded researcher with over 20 years of physician leadership experience in health system, academic and entrepreneurial environments.

Horn has served on advisory committees and boards for organizations including the Office of the National Coordinator (ONC), the Robert Wood Johnson Foundation, the American Academy of Pediatrics and the Academic Pediatric Association. She holds a BS in biology from Spelman College, an MPH from the George Washington University School of Public Health and Health Sciences and an MD from Indiana University School of Medicine. She completed her pediatric residency at UCSF Benioff Children’s Hospital Oakland and her fellowship in general academic pediatrics at the Children’s National Medical Center in Washington, DC. Horn lives in Seattle with her husband and two children. In her free time, she enjoys travel with her family where they choose adventures that stretch them beyond their comfort zones. Horn is passionate about supporting people and communities to achieve health equity.

Gloria Reuben, Actor, Singer, Author, Activist Gloria Reuben is an acclaimed actress, singer, producer, and author known for her impressive credentials in film, television, theatre, and music. Throughout her career, Reuben has explored a wide variety of roles, spanning hit television series, several solo music albums, and far reaching activism campaigns. Reuben was most recently seen in the highly anticipated return of Mr. Robot, a thriller series about a brilliant cyber-security engineer and vigilante hacker, starring opposite Rami Malek and Christian Slater as Krista Gordon, Elliot’s (Malek) therapist. She was also recently seen in City on a Hill, the new crime-drama series on Showtime opposite Kevin Bacon and Aldis Hodge, and opposite Emma Roberts in Who We Are Now, Matthew Newton’s indie drama about an ex-con who tries to get back custody of her son.

Reuben’s landmark roles include her breakthrough role as “Jeanie Boulet” in the NBC drama series ER; and portraying “Elizabeth Keckley” opposite Daniel Day Lewis and Sally Field in Steven Spielberg’s blockbuster, Lincoln. Reuben has received critical recognition for her roles on ER, Lincoln, and Mr. Robot. She garnered four Screen Actors Guild Awards, one Online Film & Television Association Award, two Viewers for Quality Television’s Q Awards, four Online Film & Television Association nominations, two Primetime Emmy nominations, one Golden Globe nomination, and five Image Awards nominations for her performance on ER. Reuben’s performance in Lincoln earned her an Image Award nomination.

In 2000, Reuben launched her music career singing backup vocals for globally acclaimed Tina Turner on the North American leg of her Twenty Four Seven tour. Following the tour, Reuben released her first album, Just For You, in 2004. Reuben released her debut jazz album Perchance to Dream in 2015 and has just completed For All We Know, her second album under the MCG Jazz label to be released in October 2019. This November marks a monumental milestone for Reuben as she adds author to her list of accomplishments. Reuben’s deeply personal and heart-wrenching book, My Brothers’ Keeper: Two Brothers. Loved. And Lost., follows the tragic deaths of her brothers and the impact that loss has had on her view of love and life.

In addition to her impressive credits, Reuben has also worked behind the camera. In 2007, she was an executive producer for Sangre de mi sangre. The drama, following a Mexican boy who smuggles himself into Brooklyn to find his father, received rave reviews and won Best Film at the Sundance Film Festival and nominations for the Satellite Awards, Goya Awards, Golden Trailer Awards, and Film Independent Spirit Awards. In the same year, she

9 produced the television movie Positive Voices: Women and HIV. The 45-minute, small- screen film features Reuben as herself interviewing women who are living with or working with HIV/AIDS. Reuben’s activism includes involvement with Vibrant Emotional Health, Robert F. Kennedy Human Rights, and The Climate Reality Project.

Lindsay Scola, Director of Strategic Communications and Social Impact, Friends at Work Lindsay Scola has been invested in creating social and political change since she started volunteering for, and eventually managing, local campaigns when she was in elementary school. A graduate of the University of Washington, she began her career working for Congressman Adam Smith (D-WA) in his Washington, D.C. office. In 2007, Scola quit her job, bought a car, and moved to Iowa to work on Barack Obama’s first presidential campaign, organizing students at the University of Iowa, later joining the National Advance Staff and joining his 2009 administration as the director of scheduling at the Department of Energy. Scola spent multiple years with the Obama Administration doing Advance work for the White House, working with Ambassador Susan Rice at the US Mission to the UN and running First Lady Michelle Obama’s Advance operation during the 2012 election. In 2013, she directed the Inaugural Parade, where there were over 12,000 participants and 250,000 attendees.

In 2016, Scola took a jump out of politics, merging her love of entertainment and social good, specifically to work on Television moving the social needle. As the head of talent relations for the Television Academy (Emmys), Scola worked to pair showrunners and experts to talk about how television can both entertain, challenge and educate the public on important social issues. Using her experience as a logistics and publicity savant in both the government and entertainment worlds, in 2019 Scola became director of strategic communications and social impact at Friends at Work, a talent management and entertainment company grounded in social impact. In her role, Scola works on impact projects across the entertainment industry, working with artists to give back and infuse social good into their art, and impacters and changemakers to build their brands and grow their messages. Recently, Scola has celebrated the launch of Tour Support - a program which will give touring artists and their crews access to mental health resources and tools to help them improve their mental state while on the road and beyond.

Harriet Steel, Global Head of Business Development, Hermes Investment Management Harriet Steel is head of business development, a member of the executive committee (ExCo) and an executive board director. She joined the firm in 2011 with responsibility for sales, client service, marketing, communications and product strategy. Under her leadership, Hermes has built a fast-growing and profitable third-party business comprising many of the world’s leading institutional and wholesale investors. As a result, Hermes now generates almost 80% of its revenues from external clients, compared with 20% in 2011, and has established a reputation as one of the leading integrated ESG investment brands in the world. As a member of ExCo, her responsibilities include development of corporate strategy and delivery of profitability. Appointed to the board of Hermes in 2013, Steel became the company’s first female executive director and is a leader for cultural change at Hermes.

Steel has more than 25 years’ experience in finance. In 1990 she joined the global trading team at Bankers Trust, initially trading currency options and subsequently holding senior derivatives sales roles in Paris, London and New York before joining Morgan Stanley’s fixed income group in 1996. In 2003, Steel established Portico Advisors, an asset raising and marketing advisory firm for alternative investment managers, including hedge funds, private equity and real estate strategies, where she raised over $2 billion in under eight years during her leadership before joining Hermes. A mother of three, Steel acts as a mentor to female executives at Hermes, encouraging them to fulfil their potential and providing practical insight and guidance on how to achieve success in the city. Steel is a regular

10 commentator in the print and broadcast media on business, economic and diversity issues and, for the last five years, has been recognised as one of the top 100 women in European finance by Financial News. Steel’s interests include skiing, sailing and triathlon, and in 2009 qualified for the 2009 Ironman 70.3 world championships. Steel holds a BA in architecture from Princeton University.

3:25 PM IN CONVERSATION: NAVIGATING THE CLIMATE CRISIS – THE INVESTMENT PERSPECTIVE

Michael Levitt, Chief Executive Officer, Kayne Anderson Capital Advisors Mike Levitt is the chief executive officer of Kayne Anderson Capital Advisors, LP. Kayne, founded in 1984, is a leading alternative investment management firm focused on niche investing in energy, including renewables and infrastructure, real estate, credit and growth equity. Prior to joining Kayne, Levitt served as a vice chairman with Apollo Global Management, LLC. In 2001, Levitt founded Stone Tower Capital LLC. He served as chairman, chief executive officer, and chief investment officer, and grew Stone Tower to $17 billion in credit-focused alternative investments. Stone Tower was acquired by Apollo in 2012. Before founding Stone Tower, Levitt worked as a partner at private equity firm Hicks, Muse, Tate & Furst Incorporated, where he invested in media and consumer businesses. Earlier in his career, Levitt served as the co-head of the investment banking division of Smith Barney Inc. Levitt began his investment banking career at Morgan Stanley & Co., Inc. where he oversaw corporate finance and advisory businesses related to private equity firms and non- investment grade companies.

Levitt has a BBA and JD from the University of Michigan, and serves on the University’s Investment Advisory Board. He is also a member of the Ross School of Business Visiting Committee and the trustee of the Law School’s Cook Trust. Over the years, Levitt has worked with numerous philanthropic organizations, including the Make-A-Wish Foundations of America and New York, and the New York Police and Fire Widows’ and Children’s Benefit Fund.

Moderated by David Fann, Founder, President, and Chief Executive Officer, TorreyCove Capital Partners David Fann is founder, president and CEO of TorreyCove Capital Partners, and a member of the firm’s board of directors and executive and investment committees. He has led investment organizations that have invested/committed over $50 billion in private equity investments. With over 30 years of experience in the private equity industry, he has invested in 26 leveraged buyout, private equity and venture capital investments as a lead investor or co-investor, of which ten became publicly traded through successful initial public offerings and a number were acquired by Fortune 500 companies. Prior to co-founding TorreyCove, Fann was the president and CEO of PCG Asset Management, LLC. Previously, he was a managing director of US Trust and vice president of Citicorp Venture Capital. Fann has served on the board of directors of 11 companies, as a board observer for seven, and as chairman of the board of directors for two. He currently serves on the advisory boards of the Association of Asian American Investment Managers and the Robert H. Togio Foundation. He holds dual bachelor’s degrees in industrial engineering and economics from Stanford University.

11 4:00 PM PANEL: MARKET WATCH – FEES, ELECTIONS AND TRADE WARS

Moderated by Allen Ruiz, Director, Barings Allen Ruiz is a member of Barings Alternative Investments. He has worked in the industry since 2007 and has experience investing in and managing private equity assets as a direct investor and as a limited partner. Prior to joining the firm in 2017, Ruiz was a director and founding team member at Aldea Capital Partners, where he focused on sourcing and underwriting direct/co-investment opportunities. Prior to Aldea, he was a VP at Meruelo Investment Partners, executing direct private equity and public market investments. Prior to Meruelo, Ruiz was an associate at Credit Suisse. Ruiz holds a BS from the University of California at Riverside and an MBA from Harvard Business School. Ruiz lives in Los Angeles with his wife and two children. He enjoys spending time with family, engaging in community outreach & impact activities, investing, and participating in / watching sports (basketball, baseball, and track & field).

Evril Clayton, Deputy Director, Global Equity, New York State Common Retirement Fund Evril Clayton is New York State’s deputy director of global equity. Clayton joined the investment team as a senior investment officer in 2011. Prior to joining the investment staff, he served as a senior investment analyst focusing on hedge funds and private equity strategies, as part of the investment team at Rensselaer Polytechnic Institute which managed the billion dollar endowment and pension plan of the Institute. Clayton started his career at the former Merrill Lynch & Co’s Global Wealth Management Division. He received an MBA from Clarkson University and a BS from the State University of New York at Potsdam.

4:35 PM CLOSING FIRESIDE CHAT: CREATING ECONOMIC AND SOCIAL VALUE WITHIN PRIVATE EQUITY

Kristin Nimsger, Chief Executive Officer, Social Solutions Kristin Nimsger brings an extensive background in the non-profit technology space and a proven track record as a software executive to the Social Solutions team. Known for driving transformation and growth in software organizations of many sizes; her experience spans small private companies, fortune 500 holding companies, and private equity models. Prior to joining Social Solutions Nimsger served as CEO of MicroEdge, LLC., a leading provider of financial management, grants management and employee engagement software solutions, which was part of the Vista Equity Partners portfolio of companies. During her tenure, she

12 led an evolution in the way foundations invest to deliver results and outcomes for their constituents and partners, and ultimately led the sale of MicroEdge to publicly traded Blackbaud, Inc (BLKB) in 2014.

Prior to MicroEdge, Nimsger oversaw a suite of productivity software products and services for legal professionals at Thomson Reuters, and prior to that served in many key leadership roles for E-Discovery, data recovery and computer forensics technology provider Kroll Ontrack, ultimately serving as president of the company for four years. Kroll Ontrack is a B2B provider of technology enabled services, software, and SaaS solutions for the legal industry with 1500 employees in 23 countries. Kroll Ontrack was sold to Providence Equity Partners in 2010. Nimsger is passionate about sharing her expertise through service and currently serves on the board of directors for the Susan G. Komen Foundation. Nimsger earned a JD cum laude from William Mitchell College of Law, St. Paul, Minnesota, and a BA in English/communications from the University of Minnesota, Duluth and a Management and Leadership Certificate from MIT – Sloan School of Management.

Interviewed by Jamie Ford, Principal, Vista Equity Partners; President, Vista Public Strategies Jamie Ford joined Vista Equity Partners in 2000 and is a Principal at Vista Equity Partners as well as President of Vista Public Strategies (VPS). Ford helped found and currently manages VPS, in addition to serving as a member of the VPS Advisory Board, and Vista’s Compliance Committee. Previously, he served as Vista’s chief operating officer and president of Vista Credit Partners. Ford was also actively involved in Vista Private Equity Funds’ investments in Accero, Aspect Communications, DealerSocket, Misys, P2 Energy Solutions, TIBCO, Turaz, Websense, Ventyx, SER, SourceNet Solutions, SRC Software, and The ACTIVE Network. Prior to joining Vista, Ford worked in the mergers and acquisitions group of Goldman, Sachs & Co., where he advised clients in a variety of industries, including consumer products, chemicals, energy and power, and media. In addition to his work at Vista, Ford serves as a board member of SquashDrive and of the Boys & Girls Clubs of San Francisco.

5:00 PM CLOSING REMARKS (FOLLOWED BY NETWORKING COCKTAILS)