Investing for Positive Impact
General Convention Luncheon
Friday, July 6, 12:00-1:00PM
Join us for lunch and a panel discussion featuring Dave Chen, Principal and Chairman at Equilibrium, and The Rev. Kirsten Snow Spalding, Senior Program Director, California, at Ceres, who will examine powerful ways to achieve measurable social and environmental impact alongside competitive financial returns.
Master of Ceremonies
The Rev. Canon Anne Mallonee
Chief Ecclesiastical Officer
Church Pension Group
The Rev. Canon Anne Mallonee is the Executive Vice President and Chief Ecclesiastical Officer for the Church Pension Group (CPG). She is a key advisor to CPG on developments around the Church and how they might impact CPG’s work. She joined CPG in September 2014.
Prior to joining CPG, she served as Vicar and a member of the senior leadership team at Trinity Wall Street in New York City. Before that she spent several years as Interim Dean at Christ Church Cathedral, Hartford, CT, and served for six years at the Cathedral Church of St. Mark, Minneapolis, MN, the last two as Acting Dean. She began her ministry in the Diocese of Kansas, where she was ordained.
She received her MDiv from Berkeley Divinity School at Yale University and a BA from the University of Kansas.
Barbara B. Creed, Esq.
Chair, Board of Trustees
The Church Pension Fund
Barbara B. Creed, Esq., serves as Chair of the Board of Trustees of The Church Pension Fund, and is a member of the Executive Committee, the Compensation, Diversity and Workplace Values Committee, and the Benefits Policy Committee. She also served as Chair of the CEO Selection Committee that in 2011 recommended to the Board of Trustees the election of Mary Kate Wold as CEO.
She serves as Of Counsel to Trucker Huss, APC, in San Francisco, CA, the largest employee benefits boutique firm outside the Washington beltway. She is past Co-Chair of the Wellesley Business Leadership Council and President of the Wellesley Class of 1966.
She is past Co-Chair of the Wellesley Business Leadership Council and President of the Wellesley Class of 1966.
In the Episcopal Diocese of El Camino Real, she serves as chair of the Personnel Committee.
She is a member of the International Women’s Forum—Northern California, where she serves as a resource to the board of directors on governance and legal matters.
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 $14 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 at 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 summa cum laude from Hamline University in St. Paul, Minnesota 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.
Principal and Chairman
Dave Chen is a Principal and Chairman of Equilibrium. He leads the firm’s strategy and product development process. His primary duty is to ensure the growth of the firm and team while continuing its culture and shared values. He serves on Equilibrium’s Board of Directors.
Dave’s passion and commitment to sustainability is a result of his work in venture capital, regional economic development, and climate change policy. In 2007, he saw sustainability trends that were re-shaping major commodity sectors, creating an economic value shift and an opportunity for market advantage. He formed Equilibrium to be a global leader in sustainability-driven asset management for institutional investors that delivered both sustainable alpha and intentional positive impact on our community and environment.
Previously, he was a general partner at OVP Venture Partners (2000–2007). He served on the board of @mobile prior to its acquisition by Software.com. He served on the board of HNC Software until it was merged with FICO in 2002 (NASDAQ:HNCS, now NYSE:FIC). Dave founded GeoTrust (acquired by VeriSign 2006) and The Ascent Group and has also held roles at Mentor Graphics, McKinsey & Company, and Solectron.
He has a BA in biology from the University of California, Berkeley, and an MBA from the Kellogg School of Management at Northwestern University. He is co-owner of Patton Valley Vineyards, committed to making the finest Oregon pinot noir based on sustainable vineyard farming practices.
The Rev. Kirsten Snow Spalding
Senior Program Director, California
The Rev. Kirsten Snow Spalding is Senior Director of Ceres, a sustainability nonprofit organization working with the most influential investors and companies to build leadership and drive solutions throughout the economy. She leads the Ceres Investor Network, a group of more than 150 institutional investors, collectively managing more than $24 trillion in assets, advancing leading investment practices, corporate engagement strategies and policy solutions to build an equitable, sustainable global economy and planet. Before assuming leadership of the Investor Network, she represented Ceres on the West Coast for all investor programs from 2007-2017.
Prior to joining Ceres, she served as Chief Deputy Treasurer under California Treasurer Phil Angelides and Director of the Treasurer’s environmental financing authorities. Prior to her government service, Kirsten worked in the labor movement as Chief of Staff for the California Labor Federation, AFL-CIO. With the California Sierra Club and the Ella Baker Center, Kirsten co-founded the California Apollo Alliance. For six years, she chaired the Center for Labor Research and Education at University of California, Berkeley, and taught at Boalt Hall School of Law. As a lawyer with the firm of Beeson, Tayer, & Bodine, she represented unions and their pension plans.
In her early career, she worked as a community and cultural organizer in Durban, South Africa. She holds a BA from Yale College in music, a JD from Hastings College of Law, and an MDiv from Church Divinity School of the Pacific. She is Rector, Episcopal Church of the Nativity, San Rafael, a wife, and the mother of two teenage sons.