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Washington DC

A Conversation on Shareholder Engagement

September 6, 2019

12:00PM - 3:00PM

Washington National Cathedral

3101 Wisconsin Ave. NW
Washington, D.C. 20016

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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.

Washington, D.C., Update

Rebecca Linder Blachly
Director, Office of Government Relations
The Episcopal Church

Rebecca is the Director of the Office of Government Relations of The Episcopal Church, where she oversees the office’s work on domestic and international policy issues. Previously, she was the Senior Policy Advisor for Africa in the Office of Religion and Global Affairs at the U.S. Department of State. From 2007 to 2008, she was Acting Chief of the Strategic Communication Division at U.S. Africa Command in Stuttgart, Germany. She served as the Special Assistant to the Principal Deputy Under Secretary of Defense for Policy in the Office of the Secretary of Defense, and as a Research Associate in the Post-Conflict Reconstruction Project at the Center for Strategic and International Studies.

Rebecca has conducted fieldwork and research throughout Africa and the Middle East, and she has published on civil-military relations, peacekeeping, and humanitarian assistance. She is the recipient of the Office of the Secretary of Defense Medal for Exceptional Public Service, and is a term member of the Council on Foreign Relations.

She received her B.A. in philosophy from Williams College, and her M.Div. from Harvard University. She is the Junior Warden at the Church of Ascension and St. Agnes in Washington, D.C.

Socially Responsible Investing Landscape

Michael Young
Director of Education Programs
U.S. Social Investment Forum

Michael is responsible for the U.S. Social Investment Forum Fundamentals live and online courses, creating educational materials out of the existing content of the U.S. SIF Foundation, and creating new materials that will help advance the field of social investment.

Before joining U.S. SIF, he spent 16 years working in mutual funds, separately managed accounts, closed end funds, and exchange-traded funds. Michael served as Director of Business Development for AdvisorShares, an actively managed ETF provider, where his clients ranged from registered investment advisors and financial planning firms to broker dealer firms, registered investment companies, and hedge funds. His responsibilities included product development, relationship management with subadvisory asset management firms, institutional sales, portfolio construction consulting, national accounts management, and advisor education. During his time at AdvisorShares, he helped launch the first actively managed fossil fuel free ETF, and served as host of the weekly AdvisorShares Alpha Call — a show focused on ETF investing with guests from all corners of the financial services industry. Prior to joining AdvisorShares, his time in financial services was spent during nine years with ING Investment Management and, before that, the Private Client Group at Merrill Lynch.

He earned a bachelor’s degree from the University of California, Davis, where he studied international relations with a focus in economics and environmental policy.

Shareholder Engagement

Christina Cobourn Herman
Program Director for Climate Change & Environmental Justice
Interfaith Center on Corporate Responsibility

Christina is the Program Director for Climate Change & Environmental Justice at the Interfaith Center on Corporate Responsibly (ICCR), a nearly 50-year-old coalition of over 300 faith- and values-based institutional investors representing more than $400 billion in managed assets. Christina has twenty-two years of experience with nongovernmental and faith-based advocacy organizations working on human rights and sustainable development issues and has been working in the corporate engagement space since 2006.

Before joining ICCR, Christina was the Associate Director of the Justice, Peace/Integrity of Creation Office, Missionary Oblates of Mary Immaculate, USA. From 2006 to 2015, she represented the U.S. Oblate Province and the international OIP Investment Fund in shareholder advocacy with Fortune 500 corporations on water, climate change and global access to medicines. Her work with ICCR members on climate change focuses on corporate adoption of science-based targets for GHG emissions reductions, methane reduction across the natural gas supply chain, and pursuit of a Just Transition in a decarbonizing economy.

Christina served on the UN CEO Water Mandate expert advisory groups for the development of the Water Action Hub and the Guidance Document on the Human Right to Water and Sanitation. She initiated and helped organize the ICCR Roundtable on the Human Right to Water in February 2013. She served as a Mennonite Central Committee volunteer in the southern Philippines for three years, doing human rights monitoring and reporting on labor, economic development, and environmental issues. She used this experience in Congressional advocacy on Asian human rights and sustainable development issues, on behalf of the Columban Fathers.

She is active in her local Episcopal church on Capitol Hill, as a member of the Vestry and the Chancel Choir and served on a committee of the Diocese of Washington to develop recommendations on socially responsible investment alternatives for diocesan and parish funds. She holds an MA in modern history from the University of Oxford.

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.

Jennifer M. Rynne, CFA
Managing Director and ESG Analyst
Wellington Management

Jennifer is an environmental, social, and corporate governance (ESG) analyst who works closely with Wellington Management’s portfolio managers and investment teams to help identify and assess ESG risks within the companies they hold in their portfolios. Prior to joining this team in 2017, she was a fixed income credit analyst reviewing electric and water utilities for the municipal bond group.

Before joining Wellington Management in 2011, she was a Municipal Credit Specialist at State Street. Her other experience includes Manager of the Municipal Bond Research Department at Eaton Vance (1991 – 2000), Municipal Bond Analyst at Putnam (1988 – 1991), and Research Associate at Scudder (1986 – 1988).

Jennifer has a BA in economics (Phi Beta Kappa, cum laude) from Bates College (1986). Additionally, she holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Boston.

John Wilson
Vice President, Director of Corporate Engagement
Calvert Research and Management

John Wilson is a Vice President and Director of Corporate Engagement for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management that specializes in responsible and sustainable investing across global capital markets. He leads the design and execution of Calvert’s corporate engagement and shareholder activism strategy. John is responsible for overseeing Calvert’s systematic, topdown monitoring and bottom-up research approaches to identify issues where dialogue in critical environmental, social, and governance (ESG) topics could help improve long-term corporate value and/or environmental or societal outcomes. He manages a team of engagement specialists who monitor issues for engagement opportunities, develop the business case for change in conjunction with Calvert’s ESG research analysts, participate in investor coalitions, and manage Calvert’s custom proxy voting guidelines. He joined Calvert Research and Management in 2019.

John began his career in the investment management industry in 1997. Before joining Calvert Research and Management, he was a Head of Governance and Research at Cornerstone Capital Group. Prior experience includes serving as Director of Corporate Governance at TIAA-CREF and as Director of Socially Responsible Investing at Christian Brothers Investment Services, Inc.

John earned a BA in English from Georgetown University, an MBA in finance from Columbia University Business School, and an MIA in economic and political development from Columbia University School of International and Public Affairs.