A Conversation on Shareholder Engagement
October 29, 2019
12:00PM - 3:00PM
Seattle Airport Marriott
3201 S 176th Street
Seattle, WA 98188
Socially Responsible Investing Landscape
Insights & Ideas Seattle, WA
View the entire program that was held at the Seattle Airport Marriott on October 29, 2019.
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 ten 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 $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.
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 Discussion and Q&A
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
Managing Director, Investments Department
Church Pension Group
Christopher Rowe is a Managing Director at CPG. He is responsible for leading CPG’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 is Senior Program Director at 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 and 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 State 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 the 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, Kristen 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 of the Episcopal Church of the Nativity, San Rafael, a wife, and the 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.