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Speakers

*Speakers are listed by the order of appearing on conference agenda.

Anchor: opening

Welcome and opening remarks from the Conference Organizing Committee

David Chen

CEO, Equilibrium Capital

Equilibrium invests and operates sustainably driven real assets portfolios in agriculture, food and distributed waste-water-energy infrastructure, for institutional investors. Dave is responsible for Equilibrium’s strategy, executive leadership, and developing the firm’s investment products and asset strategies.

Before Equilibrium, Dave was a general partner at OVP Venture Partners (2000-2007); CEO/co-founder GeoTrust (acquired by VeriSign 2006); founder of The Ascent Group; Vice President Marketing Mentor Graphics; McKinsey & Company; Solectron. Dave served on the San Francisco Federal Reserve Bank Board system until 2012. 

Dave is an Adjunct Professor of Finance at the Kellogg School of Management at Northwestern University (2009-present) and was faculty at Stanford GSB (2011-13), teaching courses on sustainable finance and impact investing. 

Patrick Coady

Senior Director, Seale & Associates

Pat Coady has a life long career in investment banking.  He is currently Senior Director at Seale & Associates, Washington DC specializing in land and water conservation. His focus is creating basin wide finance plans for important watersheds.

Pat served as U.S. Executive Director of the World Bank. He has had stints as Chief Financial Officer at such diverse companies as a billion dollar financial services company as well as a start-up rocket development enterprise. 

He has raised capital for wetland mitigation banking firms and species banks. Pat contributed to the book From Walden to Wall Street and organized a 2007 Conservation Finance Workshop in New York City. Pat is a senior fellow at Conservation International. In 1994, Pat co-founded and served as Chairman of the Northern Virginia Conservation Trust. He is a Board Member of Virginiaforever, a broad stakeholder group advocating for natural resource funding in the Commonwealth of Virginia.

Since 2014 Pat has been a member of the Organizing Committee to the Annual Conservation Finance Investor Conference held at the New York offices of Credit Suisse that  brings together the leaders in the field. He is Committee Chair for “The Climate Initiative” of the Harvard Business School Club of Washington, DC.

Pat is a graduate of Massachusetts Institute of Technology and the Harvard Business School. He resides in Washington, DC.

Peter Stein

Managing Director, Lyme Timber

Peter joined Lyme in 1990 and has led the firm’s conservation-oriented forestland investment strategies.  Lyme has been involved in more than a million acres of forestland investments which have been durably conserved across the US and eastern Canada.

Prior to his career with LTC Partners and Lyme, Peter was Senior Vice President of the Trust for Public Land (TPL), where he was one of the founding staff. He earned a B.A. with Highest Honors from the University of California at Santa Cruz in 1975. Peter was a Loeb Fellow, received a Certificate in Advanced Environmental Studies from Harvard University in 1981, and received the Kingsbury Browne Award from the Land Trust Alliance and Lincoln Institute of Land Policy in 2012.  

Peter lectures frequently at graduate schools and professional conferences on conservation investment structures and strategies. He is the co-founder of the Conservation Finance Network and the International Land Conservation Network. Peter serves on the Investment Advisory Committee of Spring Point Partners, the Advisory Boards of Quantified Ventures and Rose Smart Growth Real Estate Fund and is a member of the Board of Trustees of the Montshire Museum. He is a former Board Chair of the Land Trust Alliance and served as a founding Commissioner of the Land Trust Accreditation Commission.

John Tobin-de la Puente

Professor of Practice, S.C. Johnson College of Business, Cornell University

Dr. Tobin is an ecologist and attorney with over two decades of private sector experience, having worked in the international finance industry for much of his career. Following a decade of corporate legal practice in the area of emerging markets finance, while actively providing counsel on environmental conservation matters on a pro bono basis, he turned his full attention towards the growing area of corporate sustainability, becoming Managing Director and Global Head of Sustainability at Credit Suisse. In this position, he pioneered a variety of initiatives and policies aimed at setting the finance industry on a more sustainable course. In 2016 he transitioned into a faculty position at Cornell University, where he teaches corporate sustainability, environmental and social risk management, impact investing, environmental finance, and related topics to undergraduates and graduate students in business and public affairs. His research focuses on the use of financial tools to generate positive outcomes in the areas of sustainable development and biodiversity conservation. In addition, he actively engages with industry and civil society to develop financial solutions to sustainability problems, including as co-founder of the Coalition for Private Investment in Conservation (CPIC). Dr. Tobin has extensive leadership and governance experience in not-for-profit entities at the board level, particularly in the areas of environment, science, and education.

Leigh Whelpton

Executive Director, The Conservation Finance Network

Leigh Whelpton leads the Conservation Finance Network’s (CFN) effort to accelerate land and resource conservation by expanding the use of innovative funding and financing strategies. By sponsoring intensive trainings and supporting a growing number of public, private, and nonprofit professionals, CFN helps to increase the financial resources deployed for conservation. As Program Director, Leigh has spearheaded the development of new trainings and workshops while building a network to enable interaction and exchange among practitioners. Prior to Island Press, Leigh managed professional training programs and applied conservation initiatives for the Cheetah Conservation Fund in Namibia. Leigh holds an M.E.Sc. from the Yale School of Forestry and Environmental Studies and a B.S. (Hons.) from the University of California at Berkeley.

Oliver Withers

Biodiversity Lead, Global Sustainability, Credit Suisse

Oliver Withers is the Biodiversity Lead within Global Sustainability at Credit Suisse. In this London based role, he works with colleagues across the firm to integrate biodiversity considerations into the firm's business activities and decision-making with an ambition to play a proactive role in protecting precious biodiverse planetary resources and making the case for natural capital financing solutions. Oliver was previously the Head of Conservation Finance and Enterprise at the Zoological Society of London, with ultimate responsibility for the successful resourcing and management of projects and programmes to deliver biodiversity impact across both the blue and green economies. Oliver began his career in financial services, where he ultimately became the head of asset management for a pan-African investment bank before pursuing a career in sustainability and biodiversity finance. Oliver read economics at the University of KwaZulu-Natal in South Africa, which is where he was born.

Anchor: biodiversity

Fireside Chat: What does biodiversity mean for the world’s largest asset manager?

Chris Weber

Head of Climate and Sustainability Research, BlackRock Sustainable Investing

Chris Weber is Head of Climate and Sustainability Research within the BlackRock Sustainable Investing (BSI) team. BSI is responsible for driving BlackRock's leadership in sustainable investing through the development of cutting-edge climate and sustainability research and integration of these insights throughout BlackRock's suite of investment solutions and Aladdin. Chris helps to lead the firm's essential work on temperature alignment, partners with the Aladdin Sustainability Lab, and develops research and thought leadership on climate and sustainability.

Chris previously worked at the World Wildlife Fund (WWF), where he was the Global Climate and Energy Lead Scientist. While at WWF, Chris played important roles in the Science-based Targets Initiative for climate and served as the first Technical Director of the nature-oriented Science-based Targets Network. He previously worked at the 2 Investing Initiative, where he led analysis and methodology development on climate-related risk and opportunities in investment portfolios. Chris's background in climate and sustainability research also includes academic research, government, and corporate sustainability consulting.

Emma Crystal

Chief Sustainability Officer, Credit Suisse

Emma Crystal is the Chief Sustainability Officer of Credit Suisse. Emma’s responsibilities include setting the sustainability strategy and ambition for the bank and partnering with the divisions, regions and functions, to deliver on the Sustainability commitments, including expanding the wealth management product shelf, investment banking financing offering and net zero deliverables. Previously, Emma led the Wealth Management business for Northern & Western Europe and the Sustainable Client Solutions unit, establishing an integrated delivery around sustainability for wealth management clients. Emma is an executive sponsor of the bank's LGBT & Ally network. Since joining Credit Suisse in 2013, Emma has held a number of senior leadership positions in Wealth Management focusing on European clients. Prior to that she also covered Family Offices for the UK and Nordic markets. Before joining Credit Suisse, Emma worked in Global Markets at Deutsche Bank for 10 years.

Anchor: blue

Dissecting the world’s largest blue bond for conservation

Kevin Bender

Senior Director, Sustainable Debt, The Nature Conservancy 

Kevin Bender is Senior Director of Sustainable Debt for NatureVest at The Nature Conservancy which provides funding for marine conservation and climate change adaptation activities through sovereign debt issuance and restructuring. Prior to joining The Nature Conservancy, Kevin worked on blended and commercial finance in the World Bank Group as a Task Team Leader at the World Bank and a Transaction Specialist at the International Finance Corporation. Prior to the World Bank, he worked in investment banking in New York and Africa. Kevin holds a Bachelor’s degree in Economics from the University of Maryland and a Master’s degree in International Finance from Columbia University.

Mark Espat

Lead Negotiator, Government of Belize 

Mark Espat is currently the Founding Partner & Managing Director of HallMark Advisory Ltd., a boutique financial advisory and investment firm operated in Belize since 2012. 

Specializing in public sector fiscal, monetary and sovereign liability management, HallMark, over the last decade, has advised the Government of Belize, the Ministry of Finance and the Central Bank of Belize on critical policy and operational matters such as the national budget, the public debt, IFI relations and financial sector performance.

HallMark Advisory served as Lead Negotiator and Domestic Financial Advisor for the restructuring of Belize’s US dollar bonds in 2013 and 2017, as well as for the Blue Bonds for Conservation transaction in 2021.

Prior to launching HallMark in 2012, Mark was elected to three terms in Belize’s Parliament, and at various times appointed to Belize’s Cabinet as Minister of Tourism, Economic Development, Investment, National Development, Culture and Youth. 

And before elected public service in 1998, Mark’s accumulated six years of private sector experience in the pursuit of national tourism development, hospitality management and non-profit community organizing. 

Mark lives in Belize City with his wife Eva and sons Khalil and Salim. 

Marlena Hurley

Managing Director, Office of Structured Finance & Insurance, DFC

Marlena Hurley is Managing Director for Political Risk Insurance and Reinsurance with DFC in the Office of Structured Finance and Insurance. Her portfolio includes investment insurance worldwide across all sectors, with a focus on climate finance, energy and infrastructure, and global health.  

Ms. Hurley worked in DFC Insurance in the 1990s and then moved to Russia and Hungary to work in investment banking focusing on financial services and natural resources. From 2001 to 2005 she served as Vice President of Delta Capital Management, fund manager of The U.S.-Russia Investment Fund. From 2003 to 2012, she developed Russia’s first consumer credit reporting agency jointly with TransUnion and its Italian partner CRIF and led the effort to develop a consumer credit bureau in Hungary.  

Ms. Hurley holds an MBA in International Business from the George Washington University, an M.A. in Russian Studies from the University of Graz, Austria, and a Certificate in Biofuels Processing from UC San Diego. She has lived and worked in Indonesia, Russia, and Hungary, and speaks German, Russian and French.

Ramzi Issa

Head of Credit Structuring Americas, Credit Suisse

Ramzi Issa is a Managing Director at Credit Suisse based in New York. He is head of credit structuring in the Americas, leading the origination of structured credit products in the region within the Investment Bank. 

Ramzi joined Credit Suisse in 2007. Prior to that, he worked at the Central Bank of Canada as an economist/trader for 3 years. 

Ramzi holds a MSc in finance and economics from the London School of Economics and a BCom (Economics & Math) from the University of Toronto.

Anchor: sector

The arrival of institutional investors to the sector

Jason Baggaley

Deputy Head of Real Estate Value Add Funds, abrdn

Jason is the Deputy Head of real estate value add, with responsibility for managing and growing the UK and European value add business. He is also the Fund Manager of the Standard Life Investments Property Income Trust (SLIPIT), an Investment Company that trades as a REIT and is listed on the London Stock exchange. Jason has managed SLIPIT since August 2006. Jason was the Fund manager of the Lothian Pension Fund from 2002 to 2006, and the RBS Pension Fund from 2003 to June 2020. Prior to joining the Company in 1996 Jason worked for Legal & General Property for 4 years from graduate to asset manager, before joining Guardian Property Investments focussing on turning around under-performing investments. Jason joined Standard Life Investments in 1996 as a portfolio manager, and has numerous years experience in the UK real estate market. Jason holds a BSc (Hons) in Land Management as well as the IMC. Jason is a Member of the RICS, and sits on the board of the Investment Property Forum.

Cathrine de Coninck-Lopez

Global Head of ESG, Invesco

Based in the UK, Cathrine is Global Head of ESG for Invesco with responsibility for enabling and leading best practices in ESG capabilities across Invesco including ESG integration, research, voting and engagement, supporting the distribution team with client engagement, and advising the product teams on ESG innovation. Cathrine leads a team of ESG professionals located across EMEA, US and Asia.

Cathrine took on global responsibility for Invesco’s ESG practice in September 2019. Prior to this role, Cathrine spent two years as Head of ESG for Invesco’s Henley Investment Centre. Cathrine started her career at Columbia Threadneedle Investments in 2008 as a responsible investment analyst and has experience across the responsible investment spectrum of ESG integration to specific fund strategies. Cathrine is a non-executive board member of the UK Sustainable Investment and Finance Association (UKSIF) and a member of the UK Investment Association Stewardship Committee.

Cathrine holds an MBA from London Business School, a MSc in Water Science, Policy and Management from Oxford University and a BSc in Environmental Science from Nottingham University. Cathrine also holds the Investment Management Certificate from the CFA Society of the UK.

Trip O'Shea

Investment Director, Mirova Natural Capital

Trip O’Shea has nearly 20 years of experience in financing, advising, and building enterprises to support nature-based solutions and energy transition efforts worldwide. 

In his current role with Mirova, a subsidiary of Natixis Investment Managers, he is the Americas’ Investment Director for the $132m Sustainable Ocean Fund. In this role he leads private capital investment in emerging Blue Economy sectors including fisheries and aquaculture, circular economy, and nature-based marine conservation solutions. 

Trip joined Mirova from Encourage Capital, where as a Vice President he co-led the design and launch its sustainable seafood and oceans investment strategy, originating deals, and leading transactions, and supporting portfolio companies across the fisheries and aquaculture supply chain. Prior to Encourage, he covered Power, Utilities, & Infrastructure, with a focus on renewable energy, as an investment banker with Barclays in New York. 

Earlier in his career, Trip spent 6 years in Central America, where he worked in conservation finance analyst for The Nature Conservancy and launched a consulting practice supporting to sustainable impact enterprise creation and project development. He received both an MBA in Finance and MSc in Sustainable Systems from the University of Michigan and holds a BA in Economics and Environmental Science from Bates College. 

Scott Roose

Global Head of ESG Financing, Credit Suisse

Scott J. Roose is a Managing Director and Global Head of ESG Financing based in New York.

Prior to relocating to New York in 2021, Mr. Roose was Co-head of the EMEA Debt Capital Markets group at Credit Suisse based in London. Mr. Roose focused on financing advisory, including capital raising for acquisition finance, liability management and derivatives, in addition to select coverage of the firm’s largest European corporate accounts.

Mr. Roose was also a member of the Credit Suisse European Investment Banking Committee, Product Governance Oversight Committee and Managing Director Evaluation Committee (MDEC).

He was based in New York until 2004 where he covered high grade issuers across various sectors including, Pharmaceuticals, Technology, General Industrial and Transportation. Prior to this, he covered financial institutions in Belgium, Netherlands and Luxembourg and was responsible for the origination and execution of regulatory capital, derivatives and structured products in London as well from 2000.

Mr. Roose started his career at Donaldson, Lufkin & Jenrette in 1994 as a member of the Debt Capital Markets group covering Bank and Insurance companies.

Mr. Roose holds a Bachelor of Arts degree from Albion College.

Anchor: wildlife

Dissecting the world’s first wildlife conservation bond

Avril Benchimol

Blended Finance Specialist, Global Environment Facility

Avril Benchimol is leading the blended finance initiative at the Global Environment Facility with a portfolio of active projects above $250 million that invest in financial structures that de-risk private investment and help create innovative financial structures to combat global environmental degradation. The GEF blended finance window offers a wide array of financial instruments including equity, debt, and risk-sharing instruments to be used in environmental projects that are perceived as too risky for commercial finance alone.

Avril has seventeen years of experience in capital markets and structured finance both in multilateral development banks and investment banking. During her eight years of work at the Inter-American Development Bank (IDB), she designed and executed capital markets and structured finance transactions supporting SDGs. She also led a green microfinance facility in 11 countries that facilitated microfinance clients’ mitigation and adaptation initiatives. 

Prior to joining the IDB, she spent six years working in investment banking for Morgan Stanley and BNP Paribas in London, Madrid, and Brussels. Her main areas of expertise included capital markets and structured equity derivatives. In capital markets she worked in the origination and structuring of equity and debt transactions such as IPOs, rights issues, and corporate bond issues. In 2011, she received her Master of Science in Foreign Service from Georgetown University, where she graduated with honors. Avril is originally from Spain and currently lives in Washington, DC.

Michael Bennett 

Head of Market Solutions and Structured Finance, World Bank

Michael Bennett is the head of market solutions and structured finance in the Treasury Department of the World Bank. He has spent more than 20 years with the World Bank and has worked in both the World Bank’s Paris office and its Washington DC headquarters. Among other areas, he is responsible for the World Bank's capital markets work related to new structured instruments and catastrophe risk financing. He has led the World Bank’s execution of many landmark transactions, including the first multilateral development bank issued catastrophe bond, the first global pandemic bond, the first wildlife conservation bond and the first bond to provide financing to UNICEF, as well as carbon offset linked bonds for the Pilot Auction Facility for Methane and Climate Change Mitigation. Prior to joining the World Bank, he worked for two international investment banks in Tokyo and Hong Kong. He is a graduate of Columbia University School of Law.

Stephen Liberatore

Head of ESG/Impact - Global Fixed Income, Nuveen

Steve is the lead portfolio manager for Nuveen’s fixed income strategies that incorporate Environmental, Social and Governance (ESG) criteria and Impact investments, including those that comprise our Core Impact Bond, Short Duration Impact Bond and Green Bond composites. He is also a member of the Investment Committee.

Steve serves on the ICMA Green Bond Principles Advisory Council and was a member of the initial executive committee. He is a member of the UN Capital Development Fund’s working group on Climate Insurance Linked Resilient Infrastructure Finance and serves on the UN’s Joint Sustainable Development Goals Fund’s Blue Economy Investor Advisory Group. He also serves on S&P’s Global Ratings ESG Leadership Council, the Steering Committee of the Orange Bond Principals, Fannie Mae’s Green Rental Housing Talks Force and Sustainalytics’ Sustainable Bond Input Group. He is a frequent speaker at conferences and a subject matter expert across media outlets, such as Bloomberg, CNBC, The Economist and The Wall Street Journal. He and his team were awarded “Investor of the Year” at Environmental Finance’s (EF) 2020 Bond Awards and Nuveen’s Global Fixed Income Impact Report won “Impact Report of the Year (for Investors)” at EF’s 2022 Bond Awards. Before joining the firm in 2004, he held roles at Nationwide Mutual Insurance and Protective Life.

Steve graduated with a B.S. from the State University of New York at Buffalo and an M.B.A. in Finance and Operations from Wake Forest University. He holds the CFA designation and is a member of the CFA Society of North Carolina and the CFA Institute.

Oliver Withers

Biodiversity Lead, Global Sustainability, Credit Suisse

Oliver Withers is the Biodiversity Lead within Global Sustainability at Credit Suisse. In this London based role, he works with colleagues across the firm to integrate biodiversity considerations into the firm's business activities and decision-making with an ambition to play a proactive role in protecting precious biodiverse planetary resources and making the case for natural capital financing solutions. Oliver was previously the Head of Conservation Finance and Enterprise at the Zoological Society of London, with ultimate responsibility for the successful resourcing and management of projects and programmes to deliver biodiversity impact across both the blue and green economies. Oliver began his career in financial services, where he ultimately became the head of asset management for a pan-African investment bank before pursuing a career in sustainability and biodiversity finance. Oliver read economics at the University of KwaZulu-Natal in South Africa, which is where he was born.

Anchor: cornell

Market Update from Cornell University: How business schools and financial institutions can co-create solutions to the biodiversity crisis

Andrew Karolyi

Charles Field Knight Dean of the Cornell SC Johnson College of Business, Cornell University

Andrew Karolyi holds the Harold Bierman Jr. Distinguished Professorship in Management at the Cornell SC Johnson College of Business and currently serves as the Charles Field Knight Dean of the College.

His research specializes in investment management focusing on international financial markets. He has published extensively in peer-reviewed journals in Finance and Economics and has published several books including Cracking the Emerging Markets Enigma. 

Professor Karolyi served as Executive Editor of the Review of Financial Studies He is a past president of the Western Finance Association, the Financial Management Association, and is a member of the board of the American Finance Association. He serves on several not-for-profit boards, including HRH The Prince of Wales’ Accounting for Sustainability Project and the UN Global Compact’s Principles for Responsible Management Education.

Professor Karolyi received his BA in Economics from McGill University and his MBA and PhD degrees in Finance at the University of Chicago.

Anchor: market

Market 3.0 – nature-based solutions for climate and the enabling environment driving transactions and market growth

Dr. Lorenzo Bernasconi

Head of Climate and Environmental Solutions, Lombard Odier Investment Managers

Lorenzo Bernasconi is Head of Climate and Environmental Solutions at Lombard Odier Investment Managers. Lorenzo brings over two decades of experience in the investment and professional services industry with previous roles at UBS Investment Bank in London, and the Boston Consulting Group in New York and Paris.  He most recently served as Managing Director of Innovative Finance at The Rockefeller Foundation in New York. His responsibilities included managing the Zero Gap portfolio, a flagship initiative of the foundation to support a next generation of financial products and instruments to mobilize large-scale investment towards the Sustainable Development Goals (SDGs).

Lorenzo served as founding Board Chair of Emergent Forest Finance Accelerator, a non-profit intermediary which most recently helped launch the LEAF Coalition, one of the largest ever public-private efforts to protect tropical forests through the voluntary carbon markets. Lorenzo is also a Research Fellow at Stanford University’s Steyer-Taylor Center for Energy Policy and Finance.  

Lorenzo holds dual Ecuadorian and Swiss citizenship. He did his undergraduate studies at the London School of Economics with a degree in philosophy and economics and completed his PhD at Cambridge University followed by a post-doctoral fellowship at Columbia University’s Earth Institute.

Helge Mahne

Global Funding Director, African Parks

Helge is Global Funding Director for African Parks. He oversees all fundraising activities and leads the development of new income streams from nature-based solutions. Prior to African Parks, Helge was a Director and member of the Global Leadership Group at FSG. He has over a decade experience advising some of the world’s leading companies, foundations and NGOs on sustainable business model innovation, systems thinking, cross sector partnerships and hybrid performance (societal and financial) management in the field of food, agriculture, environment, health and circular economy. Helge holds an MSc in Management from ESCP Business School and an undergraduate degree in international relations and politics.

Rick Saines

Partner, Pollination Group 

Rick is globally recognized as a leading climate change lawyer, and for two decades has advised governments, multinational companies, financial institutions, funds and project sponsors on the economic transition to a low carbon economy, including being a thought leader on carbon and environmental market transactions. He is officially recognized by Chambers USA and Chambers Global as a leading climate change lawyer, an accolade he has held for 10 years. He is a former Partner and head of Baker McKenzie’s North American Climate Change Practice; and former Chair, International Emissions Trading Association. He serves on the Board of Advisors to the USC Schwarzenegger Institute and was Awarded Chevalier of the National Order of Merit by the President of the Republic of France for his significant contribution to the preparation of the Paris Climate Summit, and the implementation of the Paris Agreement.

Charlotte Kaiser

Managing Director, NatureVest, The Nature Conservancy

NatureVest is The Nature Conservancy’s conservation investing unit whose mission is to engage private capital to rapidly scale critical conservation work by creating investment opportunities that deliver environmental results and financial returns for investors. NatureVest sources and structures investments that support the Conservancy’s mission, raises capital from investors, and shares its experience to accelerate the growth of the conservation investing marketplace.

Charlotte holds a BA from Harvard University in Environmental Science & Public Policy, a Masters in Environmental Science from Yale School of Forestry, and an MBA from Yale School of Management. 

Anchor: treasury

Keynote: Integrating nature into Treasury’s decisions

John Morton

Climate Counselor, U.S. Department of the Treasury

John E. Morton serves as Climate Counselor to the U.S. Secretary of the Treasury. A recognized leader in the field of climate finance, Mr. Morton brings to Treasury more than 25 years of experience in emerging markets, investment finance, and economic and environmental policy. As Counselor, Mr. Morton advises the Secretary on a broad range of climate matters and focuses on Treasury’s activities to facilitate and unlock the financing needed for investments to achieve a net-zero economy at home and abroad. Mr. Morton served as Chief Operating Officer at OPIC and as White House Senior Director for Energy and Climate Change at the National Security Council during the Obama Administration.

David Chen

CEO, Equilibrium Capital

Equilibrium invests and operates sustainably driven real assets portfolios in agriculture, food and distributed waste-water-energy infrastructure, for institutional investors. Dave is responsible for Equilibrium’s strategy, executive leadership, and developing the firm’s investment products and asset strategies.

Before Equilibrium, Dave was a general partner at OVP Venture Partners (2000-2007); CEO/co-founder GeoTrust (acquired by VeriSign 2006); founder of The Ascent Group; Vice President Marketing Mentor Graphics; McKinsey & Company; Solectron. Dave served on the San Francisco Federal Reserve Bank Board system until 2012. 

Dave is an Adjunct Professor of Finance at the Kellogg School of Management at Northwestern University (2009-present) and was faculty at Stanford GSB (2011-13), teaching courses on sustainable finance and impact investing. 

Anchor: closing

Closing remarks

David Chen

CEO, Equilibrium Capital

Equilibrium invests and operates sustainably driven real assets portfolios in agriculture, food and distributed waste-water-energy infrastructure, for institutional investors. Dave is responsible for Equilibrium’s strategy, executive leadership, and developing the firm’s investment products and asset strategies.

Before Equilibrium, Dave was a general partner at OVP Venture Partners (2000-2007); CEO/co-founder GeoTrust (acquired by VeriSign 2006); founder of The Ascent Group; Vice President Marketing Mentor Graphics; McKinsey & Company; Solectron. Dave served on the San Francisco Federal Reserve Bank Board system until 2012. 

Dave is an Adjunct Professor of Finance at the Kellogg School of Management at Northwestern University (2009-present) and was faculty at Stanford GSB (2011-13), teaching courses on sustainable finance and impact investing.