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Socially responsible investing has become an important new trend among those who want to use their money to help improve the world while earning returns. In this panel discussion from the Stanford 2005 Net Impact Conference, organized by the Stanford Business School, investment experts discuss this development in the investment industry. They define what “socially responsible investing” means, and how investments in this category are performing. They also consider factors involved in selling the concept.
Graham Sinclair manages products at KLD Research and Analytics in Boston. Before joining KLD, he led a consulting engagement focused on innovations in philanthropy and performance measurement for the John Templeton Foundation. Throughout the 1990s, Sinclair worked in pensions consulting and investment management in his native South Africa, becoming head of strategic marketing for Nasdaq-listed SEI Investments (SEIC), the world's largest multi-manager. In the United States, he has been a consultant for SRIWorldGroup, Inc., and project manager for the Arnone-Lerer SRI Portfolio at Villanova University. In 2005, he launched NetImpactBoston, the professional Boston chapter for Net Impact.
Mike Dorsey is a managing director at JPMorgan, and is a managing partner of the Fund. Prior to that, he worked for 20 years as an investment banker to technology companies. For six years, Dorsey was head of technology investment banking at Donaldson, Lufkin & Jenrette and Cowen & Co. In 1999, he established his own financial advisory and investment business. In this capacity, he advised Signatures Network in its management buyout from Sony Music and in its subsequent sale of a controlling interest to CMGI. Dorsey served as acting CEO of @pos, a publicly traded company, and he continues to advise several private technology companies. He received an AB from Stanford University, where he was president of his class ('77), and an MBA from Yale University.
Lila Preston joined Generation Investment Management and Social Research to lead research on sustainability issues such as climate change, pandemics, poverty, and demographic shifts. Before joining Generation, she worked with American Express and Bridges Community Ventures. Preston has also worked as a consultant to social enterprise in business development for clients such as Save the Children (YouthNoise), and has been a director of finance and development at VolunteerMatch in San Francisco. From 1998-2000, she served as a Fulbright Fellow in Southern Chile, where she conducted environmental research. She graduated from Stanford University with a BA (Honors) in English and Latin American studies. She holds an MBA from the London Business School.
Devin Zeller is a member of the Calvert social research team and is a specialist in autos and beverages. He leads Calvert’s advocacy on climate change and is working to develop quantitative measures to track CSR performance. Prior to his tenure at Calvert, Zeller spent two years in Guatemala, working with a local NGO to develop business opportunities for appropriate technologies and natural products in the Guatemalan market. He has also worked with the Minnesota Housing Finance Agency in portfolio management. Zeller has a BA in economics from the University of Vermont, and an MBA from George Washington University.
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