Founder And Ceo
CurrentImpact Investing, Corporate Social Responsibility, Environmental, Social, & Governance Investing, and Socially Responsible Investing consultant and innovator. Cage code: 09AU2. Responsible for creating a portfolio that returned 14.95% on an annualized basis from 11/94 to 2/06 (versus 7.00% Lehman Fixed Rate Mortgage Backed Securities Index). On December 22, 2003 (https://www.sec.gov/rules/proposed/s71903/wmccir122203.pdf) and February 6, 2006, warned the SEC of system-wide economic and market failure risk. On October 5, 2006, filed SEC comments that pointed to the rise of cryptocurrency: https://www.sec.gov/comments/4-526/4526-1.pdfTestified on behalf of the public at a hearing regarding the $1.4 billion dollar Global Research Analyst Settlement. Partnered with the City of Minneapolis on a $200 million dollar New Markets Tax Credit (NMTC) Application.Testified before the House Ways and Means Committee and before the House Financial Services Committee. Created new, nationally recognized bank analysis system that uses both financial and social data. System became the "Investment Test" now used by regulators to evaluate banks under the Community Reinvestment Act (CRA). (See: http://www.creativeinvest.com/JPMorgan1996PressRelease.pdf) Evaluate women and minority-owned banks and brokerage firms. Has given Impact Investing, Blockchain, Cryptocurrency, SRI, ESG and CSR presentations at industry conferences in Finland, Switzerland, England, Germany and the United States.Manager, Social Purpose Investing for a pension fund. Managed impact investing process. Responsible for establishing, managing, and publicly representing the social screening strategy for Social Purpose Funds. Managed interactions and Board processes with key internal and external stakeholders.Responsible for voting all domestic proxies, filing shareholder resolutions.Early adopter, expert on the Internet. Launched website on Nov. 16, 1995.
