A Conversation on Shareholder Engagement


April 28, 2020

12:00PM - 3:00PM

POSTPONED

The Cathedral of St. Philip

2744 Peachtree Road NW
Atlanta, GA

Postponed

Schedule

11:30AM

Registration

12:00PM

Lunch

Luncheon Prayer

The Very Rev. Samuel G. Candler
Dean
The Cathedral of Saint Philip

Welcoming Remarks

Mary Kate Wold
CEO and President
Church Pension Group

12:30PM

Socially Responsible Investing Landscape

Sarah Hoyt
Investment Director
Cambridge Associates

12:45PM

Panel Discussion on Shareholder Engagement and Q&A

Mary Kate Wold: Moderator

Patmon Malcom, CFA
Chairman
EARNEST Partners

Mary Minette
Director of Shareholder Advocacy
Mercy Investment Services

Mark Preisinger
Director of Corporate Governance
The Coca-Cola Company

Christopher Rowe, CFA
Vice President, Investments Department
Church Pension Group

2:15PM

Coffee & Dessert

Please note this event will be videotaped and broadcast on Facebook Live on @ChurchPension.

Luncheon Prayer


The Very Rev. Samuel G. Candler
Dean
The Cathedral of St. Philip

The Very Rev. Samuel G. Candler serves as Dean of the Cathedral of St. Philip in Atlanta. He is active in Atlanta’s interfaith community and helped develop its formal structure, named the Faith Alliance of Metro Atlanta. Prior to this he served as Dean of Trinity Episcopal Cathedral in Columbia, South Carolina.

Dean Candler is a frequent teacher and preacher in the U.S. and in the wider Anglican Communion and speaks regularly on the role of religion in matters of science and environmental sustainability. He is serving his first term on The Church Pension Fund Board of Trustees.

He received a BA, cum laude, from Occidental College and an MDiv, magna cum laude, from Yale University Divinity School.

Welcoming Remarks and Moderator


Mary Kate Wold
CEO and President
Church Pension Group

As Chief Executive Officer and President of CPG, Mary Kate Wold leads a $13 billion financial services enterprise that provides retirement, health, life insurance, property and casualty insurance, and other products and services to the Episcopal Church. She also serves as a member of the Board of Trustees of The Church Pension Fund, CPG’s governing body.

Mary Kate has served in a variety of leadership positions in the corporate, legal, and government sectors. Prior to joining CPG, she was a senior finance executive and principal corporate officer of Wyeth, one of the world’s largest pharmaceutical companies. Before embarking on her corporate career, she was a partner and chaired the tax practice group of Shearman & Sterling, a leading global law firm. Earlier in her career, she served in the Office of Tax Policy of the United States Department of the Treasury.

She chairs the board of the Church Benefits Association, a national association of faith-based benefits organizations, and she serves on the vestry of Trinity Church Wall Street and on its investment committee, which oversees the institution’s $5 billion real estate and securities portfolio. She is a former director and chair of a publicly traded medical device company. Mary Kate’s professional affiliations include membership in the Women’s Forum of New York and Women Corporate Directors.

Mary Kate spent her childhood in Bottineau, North Dakota, a small rural community on the Canadian border. She graduated from Hamline University in St. Paul, Minnesota, summa cum laude, with a BA in English and Theater, and was elected a member of Phi Beta Kappa. She later graduated cum laude from the University of Michigan Law School.

Socially Responsible Investing Landscape


Sarah Hoyt
Investment Director
Cambridge Associates

Sarah joined Cambridge Associates in 2017. She conducts manager research through the lens of impact and ESG and is based in the Boston office. Her focus spans asset classes and impact themes, and she leverages this research to support clients in activating impact and environmental, social, and governance considerations in portfolios.

She has more than ten years of diverse experience in the nonprofit and private sectors. Sarah began her career advancing women’s political and economic empowerment in western Africa. She then spent four years with Conservation International in Washington, D.C., leveraging climate change science to influence global policy. This work prompted her graduate studies at Duke University, where she focused on the link between corporate strategy, environmental and social performance, and impact investing.

Prior to joining Cambridge Associates, she worked for the management consulting firm Partners in Performance on operational improvement initiatives for industrial clients around the world. Sarah brings a unique blend of perspectives in environmental management and business strategy and operations to Cambridge Associates’ sustainability and impact investing work, and balances client engagement with in-depth manager research.

She received an MBA from Fuqua School of Business, Duke University, a Master of Environmental Management from Duke University, and a BA from Bates College.

Shareholder Engagement Panel


Patmon Malcom, CFA
Partner
EARNEST Partners

Patmon is a Partner at EARNEST and has helped grow the business for more than 15 years. Prior to joining EARNEST Partners, he worked for JPMorgan Chase in New York. He was a member of the Global Investment Bank providing corporate finance coverage to natural resource companies. He is a graduate of the United States Military Academy at West Point and holds an MBA from Emory University, where he was a Donald Keough Scholar.

Patmon led the varsity football team at West Point in scoring for three consecutive years. In his senior year, he was named the “Chevrolet Player of the Game” in the annual Army-Navy game. He also served as a helicopter pilot in the United States Army for more than seven years, an experience that included commanding a Blackhawk Helicopter Company along the demilitarized zone between North and South Korea. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Mary Minette
Director of Shareholder Advocacy
Mercy Investment Services

Mary joined Mercy Investment Services as director of shareholder advocacy in 2016. Previously, she was director of environmental education and advocacy for the Evangelical Lutheran Church in America (ELCA) Washington Office. During that time, she served on the Climate Change Advisory Group for the ACT Alliance, as president of the board of Creation Justice Ministries, and a member of the board and executive committee for the National Farm Worker Ministry.

Prior to joining the ELCA, Mary worked for several environmental organizations, serving as vice president of Earth Day Network, legislative director for the League of Conservation Voters, and staff attorney with Audubon’s endangered species and trade and environment programs.

She holds a Bachelor of Arts degree from Stanford University and a JD from the University of California, Los Angeles School of Law. She is a member of the bar in California and the District of Columbia.

Mark Preisinger
Director of Corporate Governance
The Coca-Cola Company

Mark is Director of Corporate Governance for The Coca-Cola Company. In this capacity, his responsibilities include coordinating engagement between the Company and its institutional and individual shareowners, with a primary focus on corporate governance, environmental and social issues. He is a member of the Board of Directors of Atlantic American Corporation (Nasdaq: AAME), an insurance holding company. Mark also serves on the New York Stock Exchange Listed Company Advisory Board; on the Advisory Board for the Ira M. Millstein Center for Global Markets and Corporate Ownership at the Columbia Law School; on the CII General Members’ Advisory Council and is an Emeritus member of the Advisory Board of the Weinberg Center for Corporate Governance at the University of Delaware.

He is a past member of the Board of Governors of the International Corporate Governance Network; the IRRC Institute; has been Co-Chairman of the Council of Institutional Investors and listed on the NACD 100 most influential people in the boardroom community. Mark is a frequent speaker on programs related to corporate governance. He joined The Coca- Cola Company in 1984 and has managed a variety of domestic and international assignments for the business. Since 2007, he has served as Vice President of Public Policy and Stakeholder Engagement overseeing the development and execution of strategies to manage stakeholder and public policy issues for the Company.

Christopher Rowe, CFA
Vice President, Investments Department
Church Pension Group

Christopher Rowe is a Vice President of CPG. He is responsible for leading CPF’s socially responsible investment engagement strategy and outreach initiatives. He works to build relationships with companies in which CPG invests, peer organizations, the Episcopal Church, and other stakeholders with similar values. Additionally, he works on behalf of the Chief Investment Officer to oversee various aspects of administration for the Investments Department, including communications and compliance.

Prior to CPG, Christopher was Chief of Staff to the CEO of PGIM, Prudential Financial’s asset management business, where he was responsible for wide-ranging activities, including business administration, external relations, and sustainability. Earlier in his career he worked directly with institutions and faith-based investors on strategies for integrating values with investments.

He received a BA in economics from Haverford College and an MBA in finance from New York University. He is a Chartered Financial Analyst.