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Seattle

A Conversation on Shareholder Engagement

October 29, 2019

12:00PM - 3:00PM

Seattle Airport Marriott

3201 S 176th Street
Seattle, WA 98188

Schedule

12:00PM

Lunch
Luncheon Prayer

Anne Mallonnee
Chief Ecclesiastical Officer
Church Pension Group

Welcoming Remarks

Mary Kate Wold
CEO and President
Church Pension Group

12:30PM

Socially Responsible Investing Landscape

Chris Tauber
Partner
Mercer

12:45PM

Panel Discussion on Shareholder Engagement and Q&A

Mary Kate Wold: Moderator

Jill Johnson
Investment Officer
Seattle City Employees’ Retirement System (SCERS)

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

The Rev. Kirsten Snow Spalding
Senior Program Director
Investor Network and California Office, Ceres

Bonnie M. Wongtrakool
Global Head of ESG Investments/Portfolio Manager
Western Asset Management and Compnay, LLC

2:15PM

Coffee & Dessert

Opening Prayer

The Rev. Canon Anne Mallonee
Chief Ecclesiastical Officer
Church Pension Group

The Rev. Canon Anne Mallonee is Executive Vice President and Chief Ecclesiastical Officer for CPG. She serves as an ambassador for CPG and is a key advisor to the organization. She joined CPG in 2014.

Immediately prior to joining CPG, she served as Vicar of Trinity Church Wall Street in New York City for 10 years. Ordained for over 30 years, her ministry has been at the diocesan level and in campus, parish, and cathedral settings.

She holds a BA from the University of Kansas and an MDiv from Berkeley Divinity School at Yale University.

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

Chris Tauber
Partner
Mercer

Chris Tauber is a partner in Mercer’s Seattle office. He has over 25 years of investment consulting experience. Current responsibilities include serving various types of private and public fund sponsors in Mercer's West Unit.

His previous experience included working at Jeffrey Slocum & Associates in Minneapolis, Minnesota and R.V. Kuhns & Associates in Portland, Oregon, in which he assisted endowment/foundations, public funds, healthcare systems, defined benefit/contribution, Taft-Hartley, and insurance clients. Core responsibilities throughout his career have included strategic planning, development of investment objectives and policies, asset allocation/asset liability/spending modeling, investment management selection and research, asset class structure reviews, transition management, investment performance evaluation and assisting plan sponsors in integrating ESG considerations into their investment programs.

He received a BA in political science with a minor in political economy concentration from Carleton College.

Shareholder Engagement Panel

Jill Johnson
Investment Officer
Seattle City Employees’ Retirement System (SCERS)

Jill Johnson is an investment officer with the Seattle City Employees’ Retirement System (SCERS). She joined SCERS in 2013 and is the lead on both public equity investing and environmental, social, and governance issues.

Prior to SCERS, she worked at Russell Investments for nearly 12 years as an asset allocation portfolio manager. She began working in the financial markets while living in Paris in the late 1980s. She has been an equity options trader, a fund manager for French pension plans, and a researcher of financial market trends.

She is a member of the Société Française des Analystes Financiers, the French chartered financial analyst group.

Jill graduated from Reed College with a BA in French literature and from the Middlebury Institute of International Studies at Monterey with an MA in intercultural communications/international business.

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.

The Rev. Kirsten Snow Spalding
Senior Program Director
Investor Network and California Office, Ceres

With members of the Investor Network on Climate Risk and Sustainability, Kirsten leads Ceres' investment practices initiatives and represents Ceres on the West Coast for all investor programs. She also heads Ceres' California office based in San Francisco.

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.

Kirsten holds a BA from Yale College in music, a JD from Hastings College of Law, and an M.Div. from Church Divinity School of the Pacific. She is an Episcopal priest, wife, and mother of two teenage sons.

Bonnie M. Wongtrakool
Global Head of ESG Investments/Portfolio Manager
Western Asset Management Company, LLC

Bonnie Wongtrakool is the Global Head of ESG Investments and Portfolio Manager in Western Asset’s Pasadena office, which she joined in 2003. Bonnie leads the firm’s ESG research, engagement, strategies and portfolios, which express Western Asset’s ESG capabilities across a wide range of fixed-income mandates. A frequent author and media commentator, she chairs the firm’s Global ESG Advisory Committee and represents the investment management team on the Global Product Development Committee. Prior to her ESG leadership role, Bonnie was a Portfolio Manager on the MBS/ABS team, where she managed the firm’s dedicated mortgage funds and was responsible for mortgage allocations across the firm’s multi-sector portfolios. She brings to her role broad experience across the financial services industry, having previously worked at Mercer Management Consulting in strategy consulting, at Orion Partners in private equity, and at Donaldson, Lufkin & Jenrette Securities in investment banking.

Bonnie graduated Phi Beta Kappa and magna cum laude from Harvard College with a Bachelor of Arts in economics, where she received the Detur Prize and was awarded the John Harvard Scholarship for academic distinction. She subsequently received a law degree, cum laude, from Harvard Law School, and is a member (inactive) of the Massachusetts State Bar. Bonnie is also a CFA® charterholder, and serves on the Board of Trustees of Crestview Preparatory School.