I advise institutional investors on fiduciary law and governance matters, empowering leaders to build best-in-class policies and make sound strategic decisions in securities and corporate governance litigation.Bringing insights from a decade of experience as general counsel to pension funds investing $70 billion, I frequently train leaders and boards and speak at pension and institutional investor conferences. My clients value my ability to:- Communicate complex legal developments into actionable advice; - Integrate interdisciplinary best practices and fundamental fiduciary duties to help boards strengthen policies; and- Engage with regulators and stakeholders to build consensus for innovative decisions and strategies.I have significant experience advising leaders on managing inclusive investment programs within a fiduciary and constitutional law framework, and embedding responsible investment principles into active ownership and affirmative litigation policies. My recent speaking engagements and publications include:- “A Pivotal Moment for Shareholder Rights,” California Daily Journal, November 20, 2024.- "ESG Investment and its Backlash: Implementation Developments and Fiduciary Implications," 2024 NAPPA Legal Conference (contributor), June 26, 2024.- "Navigating ESG - Considerations for a Successful Institutional Investment Strategy," Markets Group So. Cal. Institutional Investor Forum, June 4, 2024.- "All the Tools in the Toolbox: Implementing Inclusive Investment Programs Within a Fiduciary and Constitutional Law Framework," CALAPRS Attorneys’ Roundtable, May 24, 2024.- “What Does the Board Need to Know and When Does It Need to Know It?: Developing Board Policies on Investment Contractor Disclosure of Government Enforcement Actions and Civil Litigation,” NAPPA Report, Oct. 2022. - “Ethics: Who’s Your Client?” NAPPA Conference, June 23, 2022.- “The Role of Institutional Investors in Shareholder Litigation,” CII-NYU Corporate Governance Bootcamp, Nov. 17, 2021.- “Counsel’s Role in Educating Board Members and Staff about Governance and Fiduciary Topics,” NAPPA Seminar, Feb. 19, 2020.- “Leadership in the Legal Counsel’s Office: Building an Effective Team,” NAPPA Seminar, Feb. 22, 2019.I have served on NAPPA’s fiduciary and plan governance steering committee since 2019