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Stratton Vermont Real Estate document sample
Stratton Vermont Real Estate document sample
David Berge, President, email@example.com David Berge is the Founder and Managing Partner of Underdog Ventures, LLC. David is one of the country’s foremost experts in social venture financing and has 20 years of relevant investing experience. Underdog Ventures was recognized as one of ten U.S. financial institutions providing especially strong benefits to the environment. Through his previous retainer-based consulting firm, David advised high net worth individuals and social venture institutions, while providing one third of his work on a pro bono basis for community development organizations. David also is the Chairman and founder of the Underdog Foundation, which provides both community investments and philanthropy. Previously, David was the Director of Vermont National Bank’s Socially Responsible Banking Fund, which he grew from $38 million to $203 million U.S. in targeted flexible loans, in the areas of sustainable agriculture, conservation and the environment, affordable housing, education, and socially responsible businesses. David also worked as the Senior Loan Officer at the Institute for Community Economics, a community loan fund providing financial and technical assistance to high impact social enterprises, non-profits and sustainable businesses. David is a former board and Chair of the Social Investment Forum, the trade association for institutions and professionals involved in the $2.3 trillion socially and environmentally responsible investment industry in the United States. He is the former Chairman of the Social Investment Forum Foundation. He is a former board member and current member of the Social Venture Network. He is an advisory board member of Altrushare Securities, LLC. He is a former Advisory Board member of the Boston Federal Reserve’s Community Development Advisory Board, the Cooperative Fund of New England Advisory Board, the Equity Trust Advisory Board and the Vermont Businesses for Social Responsibility Board of Directors. He is a member of Investors Circle, a membership group of 155 angel investors, professional venture capitalists, foundations, family offices and others who are using private capital to promote the transition to a sustainable economy. He is a member of the Financial Innovations Roundtable. Ron Burkhard Ron Burkhard is Controller of the Barberton Community Foundation. Prior to becoming an employee in December 2004, Ron was a Friend of the Foundation and owned a private tax and accounting practice. He is a member of the finance and project related investment committees and serves on several boards in the Barberton community. Ron enjoys the world of nonprofit organizations and is pleased to be presenting today. Elizabeth D. Glenshaw Director, CI Market &Industry Development Calvert Foundation Ms. Glenshaw is the Director, Community Investment Market & Industry Development with the Calvert Foundation which provides community investing opportunities throughout the world. Housed in Bethesda, MD, the Calvert Foundation grew out of Calvert Group, the mutual fund company that helped pioneer the concept of socially responsible investing, when it teamed-up with the Ford, MacArthur and Mott Foundations to provide investment opportunities to help end poverty through investment. Individual and institutional clients benefit from security enhancements, diversification, rigorous due diligence and portfolio monitoring. Ms. Glenshaw’s work with the Foundation has targeted both investment and lending initiatives in an effort to move community investing into the forefront as a recognized and viable asset class. Prior to joining the Foundation, Ms. Glenshaw spent the preceding decade managing portfolios that integrated social criteria as a vital and essential investment objective. In addition, Ms. Glenshaw crafted the Socially Responsible Banking Fund for Vermont National Bank (now Chittenden Bank) which makes flexible loans in the areas of affordable housing, education, sustainable agriculture, downtown revitalization, environment and small business development. Ms. Glenshaw currently sits on the Vermont Community Loan Fund board and is a Director at Chittenden Bank. She also sits on the Advisory Board of Chittenden Bank’s Socially Responsible Banking Fund and the Upper Valley Region of the New Hampshire Charitable Foundation. Ms. Glenshaw received her BA from Marlboro College, is a Graduate of the National Graduate Trust School from Northwestern University and has her professional degree in Financial Planning from Boston University. Ms. Glenshaw, with her husband Peter, is raising three children ages 8, 10 and 12. Steven Godeke Principal Godeke Consulting www.godekeconsulting.com Steven Godeke is an independent investment advisor who works with foundations, corporations, and non-profit organizations to integrate their financial and philanthropic goals. Based on the desire to link his financial expertise and public policy experience, he founded Godeke Consulting in 2001. Steven advises his clients on the creation and execution of mission- related investment strategies across asset classes and program areas. His services include due diligence, negotiation, and documentation of program-related investments, mission-related investment manager searches, and portfolio performance measurement. His clients include The Rockefeller Foundation, The Robin Hood Foundation, The Conference Board, The F.B. Heron Foundation, The Altman Foundation, Common Ground, The World Economic Forum and corporate clients in the financial services and pharmaceutical industries. Steven is an adjunct professor at New York University’s Center for Global Affairs where he currently teaches a course in Microfinance and Social Entrepreneurship. Prior to establishing his own firm, Steven worked for twelve years in corporate and project finance with Deutsche Bank where he structured debt and equity products and advised corporate clients in the telecommunications, media, real estate and natural resources industries. In addition to his business line and client management responsibilities, he was also a member of the bank’s strategic planning team. Steven grew up on a family farm in Southern Indiana, and attended Purdue University where he received a B.S. in Management and a B.A. in German. He studied as a Fulbright Scholar at the University of Cologne and earned an M.P.A. from Harvard University. He currently lives in New York City. Wayne Granquist Wayne Granquist's long career has included posts as a business executive, investment adviser, attorney and a senior government executive, including service as Chief of Staff for US Senator Abraham Ribicoff and as Associate Director of the U.S. Office of Management and Budget. He has been President of Fairfield County National Bank in Connecticut; co-owner and President of Vermont's Stratton Corporation, which owned and operated Stratton and Bromley Mountain resorts; co-founder and Chair of Green Mountain Capital, a small business investment firm; and a partner in Manchester Capital Management, an investment management firm. As a principal in Granquist Associates, he currently provides strategic planning advice to small businesses and non-profit organizations. He has served and continues to serve on the boards of several companies and non-profit organizations. He is currently Co-Chair of the Dartmouth-Hitchcock Medical Center Boards of Trustees, and Chair of the Board of the Weston Playhouse Theatre Company. A graduate of Tufts University and Harvard Law School, Wayne lives with his wife Deborah in Weston, Vermont, where he is Town Moderator. Peter D. Kinder President Peter Kinder has served as President of KLD Research & Analytics, Inc., (KLD) in Boston since its founding in 1988. KLD’s mission is to remove barriers to socially responsible investing by providing institutional investors with research, compliance services, benchmarks, performance analytics and consulting. The firm is best known for its index family which started with the Domini 400 Social IndexSM, the first benchmark (1990) for socially screened US equity portfolios. Today, KLD’s research and 14 indexes underly more than 40 financial products. Mr. Kinder has co-authored three books on social investing and written dozens of articles for publication on four continents. KLD’s website links to a number of his articles. He contributes regularly to KLD’s blog. Mr. Kinder has served two terms on the board of the U.S. Social Investment Forum, the SRI trade organization, and one as vice chair. From 1973 to 1988, Mr. Kinder practiced law, first as an assistant attorney general in Ohio, then in Boston as a staff lawyer for a foundation and finally in private practice. He specialized in administrative law and corporate regulation. Mr. Kinder received an A.B. in History from Princeton University in 1970 and was awarded a J.D. from Ohio State University in 1973.
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