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So
 ocial	Im
        mpact	Inves
                  sting	P
                        Panel
Sch
  hwab	Cha aritable	Philanth
                           hropy	Sp        Series	
                                   peakers	S
Haaas	Schoo
          ol	of	Busi
                   iness,	UC
                           C	Berkele
                                   ey	
Jan
  nuary	300,	2012	
 
                                                                                                                     
                       Kim Laughtton 
                       President, S
                                  Schwab Char
                                            ritable 
                       Kim held a variety of marketing leadership positions at    t Charles Schwaab & Co. for tw
                                                                                                               welve years before joining 
                       Schwab Charitable in 2007   7. Prior to that,
                                                                   , she was Vice  President of M
                                                                                                Marketing for CCitibank‐Asia/P
                                                                                                                             Pacific and a 
                       Consultant ffor Bain & Com mpany. She lead  ds strategy, prooduct manage ement, web dev  velopment, ma arketing and 
                       public relatio
                                    ons efforts for Schwab Charit  table. She is on
                                                                                  n the board of her local educcational foundaation board 
                       and serves aas head of its in
                                                   nvestment com  mmittee and al so volunteers her time with a number of community and      d 
                      
                       alumni efforrts. She is a gra
                                                   aduate of Stanf ford Universityy and Harvard Business Schoo  ol. 
                        


                       Benjamin EE. Allen 
                       Director of Research & Portfolio Manager, Parna
                                                                     assus Mid‐Cap
                                                                                 p Fund 
                       Benjamin is the Director of f Research and
                                                                d a Portfolio M anager of the Parnassus Mid   d‐Cap Fund. He e joined 
                       Parnassus Innvestments in 2 2005 as a Senio
                                                                 or Research Annalyst and was s previously a PParnassus research intern. 
                       Prior to joini
                                    ing the firm, he
                                                   e worked at Morgan Stanley  in New York, f first as an Investment Bankin  ng Analyst and 
                       later in the f
                                    firm's venture capital group. Benjamin gradduated from Ge  eorgetown Un   niversity with a bachelor's 
                       degree in goovernment, com  mpleted the geeneral course iin philosophy a
                                                                                              at the London School of Econ   nomics, and 
                       received his master's degree in business administration  n from the Uni iversity of Calif
                                                                                                               fornia, Berkele
                                                                                                                             ey. 
                        


                       Ron Cordes
                                s 
                       Co‐Chairma
                                an, Genworth
                                           h Financial 
                       Ron works inn Genworth Fin nancial Wealthh Management    t's corporate o
                                                                                              offices in Pleasa
                                                                                                              ant Hill, Califor
                                                                                                                              rnia, where he 
                       focuses on strategic initiatives designed to grow and ex xpand the business. He curre  ently serves on n a number of 
                       non‐profit boards involved d in microfinance, social entr epreneurship aand global eco onomic develop  pment. Along 
                                  d Steiny, he wa
                       with Richard               as a co‐founderr of AssetMarkk, which was ac cquired by Gen nworth Financi   ial in 2006. He 
                       co‐authoredd The Art of Invvesting & Portf
                                                                folio Managem ment published in 2004 by Mc    cGraw‐Hill. Ron n received his 
                       BS in Business Administrat tion from the U
                                                                University of Caalifornia, Berke
                                                                                               eley in 1981. 
                        


                       John Golds
                                stein 
                       Co‐Founder & Managing
                                           g Director, Im
                                                        mprint Capita
                                                                    al Advisors 
                       John is Co‐Foounder of Imprint Capital Advisors, LLC, whhich catalyzes c
                                                                                              capital for sociial impact by su
                                                                                                                             upporting 
                       foundations, individuals, and family offic
                                                                ces and their tr
                                                                               rusted advisorss. John is also a
                                                                                                              a co‐founder oof and senior 
                                  Medley Capital Management (
                       advisor to M                              (MCM), a privaate investment t firm that seeks corporate and asset‐based  d 
                       financing oppportunities glo
                                                  obally and activ
                                                                 vely serves the
                                                                               e development  t finance and ssocial enterprisse markets. 
                       Prior to form
                                   ming MCM, Joh hn served as Seenior Managing  g Director of M
                                                                                              Medley Global A Advisors and wwas also co‐
                      
                       founder and d Executive Dire
                                                  ector of the Medley Institutee. John was an honors gradua   ate of Yale University where 
                       he was awar  rded the Richte
                                                  er Fellowship a
                                                                and the Towns  send Prize. 
                        


                       R. Paul Her
                                 rman 
                       CEO & Founnder, HIP Inv
                                             vestor Inc. (Hu
                                                           uman Impact
                                                                     t + Profit) 
                       Paul inventeed “HIP = (Humman Impact + Profit)” in 2004  to connect for  r‐profit investo
                                                                                                               ors seeking pos sitive human, 
                       social and en
                                   nvironmental impacts and fin  nancial returnss with investments designed to deliver thos    se intended 
                       results. Paul advises invest
                                                  tors, designs HIP portfolios, a
                                                                                and manages t  the HIP 100 Ind dex ‐‐ all applyi
                                                                                                                               ing "The HIP 
                       Scorecard" ffeatured in his 2010 book (Th he HIP Investorr; Make Bigger r Profits by Buil
                                                                                                               lding a Better WWorld; John 
                       Wiley & Sons). Paul’s finanncial expertise began with hiss Wharton School finance degree and work       k at McKinsey 
                       & Co. develooping incentivee regulation for energy comp panies and regu ulators, as well as strategic immprovements 
                       for Fortune 5500 corporate clients and go overnment at C CSC Index.    
                        


                        
                       The Schwab CCharitable Philan
                                                   nthropy Speakers  s Series, present
                                                                                     ted by The Cente er for Nonprofit and Public Leade
                                                                                                                                      ership, brings 
                       together lead
                                   ders from the phiilanthropic commmunity with Haa  as students and aalumni in a yearrlong speaker series that tackles 
                       cutting‐edge i
                                    issues in the wor
                                                    rld of philanthro
                                                                    opy and explores s best practices f
                                                                                                      for social impactt.  
 

    Cent
       ter	for	Nonpro
                    ofit	and	Public	Leadership	                                                              http://n
                                                                                                                    nonprofit.haas
                                                                                                                                 s.berkeley.edu
                                                                                                                                              u
 

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Social Impact Investing Panelists bios 1/30/2012

  • 1.    So ocial Im mpact Inves sting P Panel Sch hwab Cha aritable Philanth hropy Sp Series peakers S Haaas Schoo ol of Busi iness, UC C Berkele ey Jan nuary 300, 2012       Kim Laughtton  President, S Schwab Char ritable  Kim held a variety of marketing leadership positions at t Charles Schwaab & Co. for tw welve years before joining  Schwab Charitable in 2007 7. Prior to that, , she was Vice  President of M Marketing for CCitibank‐Asia/P Pacific and a  Consultant ffor Bain & Com mpany. She lead ds strategy, prooduct manage ement, web dev velopment, ma arketing and  public relatio ons efforts for Schwab Charit table. She is on n the board of her local educcational foundaation board  and serves aas head of its in nvestment com mmittee and al so volunteers her time with a number of community and d    alumni efforrts. She is a gra aduate of Stanf ford Universityy and Harvard Business Schoo ol.    Benjamin EE. Allen  Director of Research & Portfolio Manager, Parna assus Mid‐Cap p Fund  Benjamin is the Director of f Research and d a Portfolio M anager of the Parnassus Mid d‐Cap Fund. He e joined  Parnassus Innvestments in 2 2005 as a Senio or Research Annalyst and was s previously a PParnassus research intern.  Prior to joini ing the firm, he e worked at Morgan Stanley  in New York, f first as an Investment Bankin ng Analyst and  later in the f firm's venture capital group. Benjamin gradduated from Ge eorgetown Un niversity with a bachelor's    degree in goovernment, com mpleted the geeneral course iin philosophy a at the London School of Econ nomics, and  received his master's degree in business administration n from the Uni iversity of Calif fornia, Berkele ey.    Ron Cordes s  Co‐Chairma an, Genworth h Financial  Ron works inn Genworth Fin nancial Wealthh Management t's corporate o offices in Pleasa ant Hill, Califor rnia, where he  focuses on strategic initiatives designed to grow and ex xpand the business. He curre ently serves on n a number of  non‐profit boards involved d in microfinance, social entr epreneurship aand global eco onomic develop pment. Along  d Steiny, he wa with Richard as a co‐founderr of AssetMarkk, which was ac cquired by Gen nworth Financi ial in 2006. He  co‐authoredd The Art of Invvesting & Portf folio Managem ment published in 2004 by Mc cGraw‐Hill. Ron n received his    BS in Business Administrat tion from the U University of Caalifornia, Berke eley in 1981.    John Golds stein  Co‐Founder & Managing g Director, Im mprint Capita al Advisors  John is Co‐Foounder of Imprint Capital Advisors, LLC, whhich catalyzes c capital for sociial impact by su upporting  foundations, individuals, and family offic ces and their tr rusted advisorss. John is also a a co‐founder oof and senior  Medley Capital Management ( advisor to M (MCM), a privaate investment t firm that seeks corporate and asset‐based d  financing oppportunities glo obally and activ vely serves the e development t finance and ssocial enterprisse markets.  Prior to form ming MCM, Joh hn served as Seenior Managing g Director of M Medley Global A Advisors and wwas also co‐   founder and d Executive Dire ector of the Medley Institutee. John was an honors gradua ate of Yale University where  he was awar rded the Richte er Fellowship a and the Towns send Prize.    R. Paul Her rman  CEO & Founnder, HIP Inv vestor Inc. (Hu uman Impact t + Profit)  Paul inventeed “HIP = (Humman Impact + Profit)” in 2004  to connect for r‐profit investo ors seeking pos sitive human,  social and en nvironmental impacts and fin nancial returnss with investments designed to deliver thos se intended  results. Paul advises invest tors, designs HIP portfolios, a and manages t the HIP 100 Ind dex ‐‐ all applyi ing "The HIP  Scorecard" ffeatured in his 2010 book (Th he HIP Investorr; Make Bigger r Profits by Buil lding a Better WWorld; John  Wiley & Sons). Paul’s finanncial expertise began with hiss Wharton School finance degree and work k at McKinsey    & Co. develooping incentivee regulation for energy comp panies and regu ulators, as well as strategic immprovements  for Fortune 5500 corporate clients and go overnment at C CSC Index.           The Schwab CCharitable Philan nthropy Speakers s Series, present ted by The Cente er for Nonprofit and Public Leade ership, brings  together lead ders from the phiilanthropic commmunity with Haa as students and aalumni in a yearrlong speaker series that tackles  cutting‐edge i issues in the wor rld of philanthro opy and explores s best practices f for social impactt.     Cent ter for Nonpro ofit and Public Leadership http://n nonprofit.haas s.berkeley.edu u