Henry (Hank) Boerner is chair and chief strategist at Governance & Accountability Institute in New York City. The company provides customized research & analysis, advisory and consulting services to corporate management and institutional investment professionals. The company’s focus is on corporate sustainability, responsibility, citizenship, issue management, investor relations, and strategic communications. G&A is the data partner for the Global Reporting Initiative (GRI) in the United States, United Kingdom and Republic of Ireland and conducts extensive research on corporate sustainability reporting activities and trends. G&A is a member of the U.S. Forum for Sustainable & Responsible Investment.Hank has long been focused on corporate governance activities and was named to the Directorship 100 by the National Association of Corporate Directors as “one of the people to watch in governance affairs” in 2010 and 2011. He was named to the lifetime award for thought leadership in corporate and investor trustworthiness by Trust Across America.For 12 years Hank was a contributing editor for Thomson Reuters’ “Corporate Finance Review,” focusing on corporate reporting and disclosure and emerging trends for CFOs and financial managers. He is now a commentator for T-R’s “Accounting and Compliance Review.”Hank was a managing director and partner in the Rowan & Blewitt organization, which provided strategic advisory services to the senior managements and boards of Fortune 100 companies and multinationals (before founding G&A Institute in 2007). Earlier in his career he was an elected officer of the New York Stock Exchange and head of NYSE communications. He was American Airlines’ first corporate citizenship officer. Hank was a manager with the Metropolitan Transportation Authority and a member of Governor Nelson Rockefeller’s team for five years.
Andrew King, CFA, is an Assistant Vice President and Private Banker in the New York office of Deutsche Asset & Wealth Management. He provides comprehensive wealth management solutions to ultra-high net-worth families, endowments and foundations. Prior to joining Deutsche Bank, Mr. King was an analyst in the Law Firm Group at the JPMorgan Private Bank. Mr. King has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the New York Society of Security Analysts (NYSSA) and the NYSSA Sustainable Investing Committee. Mr. King holds a B.A. in economics from Gettysburg College.
Kate Starr, CFA, Founder of Starria and former Vice President, Capital Deployment, Heron Foundation. In partnership with the board and staff, she led the development of the investment strategy and policy that called for deploying 100% of Heron's financial assets toward its social mission. She managed the $300 million portfolio across a variety of businesses, markets, and financial instruments, including grants to non-profit organizations. Kate is now working independently with other foundations, investors, and firms interested in building a practice of impact investing across a portfolio. Kate is a member of the CFA Institute, the New York Society of Security Analysts, and the Mission Investors Exchange. Prior to joining Heron in 2001, Kate worked as a consultant at ATKearney’s Global Business Policy Council, a research associate at microfinance institution PRIDE Tanzania, and as an economics and equity analyst at First Asset Management. Kate earned a BA in English and Italian from Indiana University, a MA in International Relations from Johns Hopkins’ School for Advanced International Studies, and is a Chartered Financial Analyst.
Kenneth Lassner, CFA, is a client relationship manager for Aperio Group, representing Aperio’s services to family offices and wealth advisors in the eastern part of the country. He has over 25 years of experience in the financial services industry. Ken was most recently at US Trust and Columbia Management as a Senior Product Specialist focusing on providing tax-efficient equity solutions to high net worth clients and wealth advisors. Prior to that he was a Product Specialist for Deutsche Asset Management in the Advanced Research and Quantitative Strategies Group and an Investment Strategist at JP Morgan Investment Management. Ken also spent nine years as a plan sponsor for the Federal Reserve and the Interpublic Group of Companies, managing pension plan assets. Ken earned a BS in Finance from Babson College and an MBA in Finance/Investments from Bernard Baruch College. He holds the Chartered Financial Analyst designation, is a member of the New York Society of Securities Analysts, and is Vice Chair of their Sustainable Investment Committee. Ken also has a series 7 license (inactive). He resides in New York City with his family. Ken is the captain of his adult ice hockey team (The Mighty Glaciers) and enjoys hitting the ice rinks of New York City.
Peter Roselle, CFP, CPM has been a Certified Financial Planner™ since 1989. He obtained his BA in Economics and MBA in Finance, both from Seton Hall University. He focuses on helping executives and business owners with retirement and estate planning strategies and optimizing their investment portfolios through sustainable investing principles. He obtained the Certified Portfolio Manager® designation in conjunction with Columbia University in 2010. He advises both for-profit and non-profit organizations on improving the alignment of sustainable investing principles in their investment portfolios. He serves as Co-Vice Chair of the Sustainable Investing Committee for the New York Society of Security Analysts (NYSSA) where he helps plan and run events designed to raise awareness of the importance of corporate social responsibility and the use of environmental, social and governance factors in portfolio design.