Special Guest Speaker: Hon. Michael Bloomberg
Mayor, New York City
Michael R. Bloomberg is the 108th Mayor of the City of New York. He was first elected in November 2001, two months after the terrorist attacks on 9/11, a time when many believed that crime would return, businesses would flee, and New York might never recover. Instead, through hundreds of innovative new policies and initiatives, Mayor Bloomberg has made New York City safer, stronger, and greener than ever.
Today, compared to 2001, crime is down 35 percent. The welfare rolls are down 25 percent. High school graduation rates are up 27 percent. Ambulance response times are at record lows. Teen smoking is down more than 50 percent. More than 600 acres of new parkland have been added. And the City has weathered the national recession in much better shape than most places, far outpacing the nation in job growth in 2010.
Born on February 14, 1942 in Boston and raised in a middle class home in Medford, Massachusetts, Michael Bloomberg attended Johns Hopkins University, where he paid his tuition by taking loans and working as a parking lot attendant. After college, he went on to receive an MBA from Harvard Business School. In 1966, he was hired by a Wall Street firm, Salomon Brothers, for an entry-level job.
He quickly rose through the ranks at Salomon, overseeing equity trading and sales before heading up the firm’s information systems. When Salomon was acquired in 1981, he was let go from the firm. With a vision of an information company that would use emerging technology to bring transparency and efficiency to the buyers and sellers of financial securities, he launched a small startup company called Bloomberg LP. Today, Bloomberg LP has over 300,000 subscribers to its financial news and information service in over 160 countries around the globe. Headquartered in New York City, the company has about 13,000 employees worldwide.
As his company grew, Michael Bloomberg started directing more of his attention to philanthropy, donating his time and resources to many different causes. He has sat on the boards of numerous charitable, cultural, and educational institutions, including Johns Hopkins University, where, as chairman of the board, he helped build the Bloomberg School of Public Health into one of the world’s leading institutions of public health research and training.
Already deeply involved in civic affairs, he officially entered public life in 2001, when he ran for Mayor of the City of New York. After entering City Hall, Mayor Bloomberg won control of New York City’s broken public school system and turned it around by raising standards, promoting innovation, and holding schools accountable for success. He spurred economic growth and job creation by revitalizing old industrial areas and strengthening key industries, including new media, film and television, bio-science, technology, and higher education. The Mayor’s Five Borough Economic Opportunity Plan helped bring the City through the national recession as quickly as possible and helped avoid the level of job losses that many experts had forecast and that other cities experienced. He has also launched new, cutting-edge programs that encourage entrepreneurship, combat poverty, and help people acquire the skills they need to build careers.
His passion for public health has led to ambitious new health strategies that have become national models, including a ban on smoking in all indoor workplaces, as well as at parks and beaches. Today, life expectancy is 19 months longer than it was before Mayor Bloomberg took office. He also created a far-reaching plan to fight climate change and promote sustainable development on an unprecedented scale. His belief that America’s mayors and business leaders can help effect change in Washington led him to launch national bi-partisan coalitions to combat illegal guns, reform immigration, and invest in infrastructure. And he has been a strong champion of the City’s arts and cultural institutions, expanding support for them and helping to bring more than 80 public art projects to all five boroughs.
Mayor Bloomberg is the father of two daughters, Emma and Georgina.
Vice President, Social Finance, JP Morgan
Amy Bell is a Vice President in the Social Finance group at J.P. Morgan, with a primary focus on pursuing investment opportunities within the impact investment sector on behalf of the firm. Prior to joining Social Finance, Amy was an Associate in the Investment Bank’s Mergers and Acquisitions group and also spent time as an Analyst in the Consumer/Retail Coverage group. In addition, she worked for Deloitte in Financial Advisory Services where she specialized in forensic accounting. Amy is fluent in Spanish and holds a BBA and MPA from The University of Texas at Austin.
Managing Director, PRI Makers Network
Peter Berliner is the Managing Director of the PRI Makers Network, a national association of foundations making program-related investments to achieve philanthropic goals. Peter was previously the Program Director at the Paul G. Allen Family Foundation and the Executive Director of the Children’s Alliance, a policy advocacy organization. Peter has served on numerous boards and commissions including Washington State’s Early Learning Advisory Council, Thrive by Five-Washington, and 501Commons. He is also a past president of the board of Philanthropy Northwest, a regional association of grantmakers. Peter earned a Master’s in Public Administration from the University of Puget Sound and a Master’s in Teaching from Oberlin College.
President and CEO, Alliance for Global Good
David Brand is a retired business executive with a broad knowledge of retail operations and over 30 years experience in building and developing retail teams. He served as the Executive Vice President of the Haynes Furniture Company, Inc., of Virginia Beach, VA, one of the top 25 furniture companies in America, from 1976. Mr. Brand also served as a Legislative Aide to Senator Henry M Jackson from 1975-1976. Mr. Brand has been driven by a lifetime devoted to philanthropy and charitable giving. He serves as a member of the Executive Committee for the Tidewater United Jewish Federation, an organization he previously presided over as President. Mr. Brand’s myriad positions and organizational involvements have also included: General Campaign Chair and Men’s Campaign Chair, Tidewater United Jewish Federation; Member of the Board of Directors, Tidewater Big Brothers Big Sisters; Member of National United Jewish Appeal Young Leadership Cabinet; and a Member of the American Israel Public Affairs Committee National Leadership Council.
Partner, Alternative Investment Management, LLC
Diana Cantor is a partner with Alternative Investment Management, LLC, a privately-held investment management firm. Previously, she was a Managing Director of the New York Private Bank & Trust, the founding Executive Director of the Virginia College Savings Plan, a Vice President at Goldman, Sachs & Co. and practiced law at Kaye, Scholer. She graduated from Florida’s School of Accounting, and received a Master’s in Business Administration from the University of Miami, and a law degree from New York University. She is a director at Vistage International, Media General, Inc., Domino’s Pizza, Inc., and The Edelman Financial Group Inc. Ms. Cantor is also the Chairman of the Board of Trustees of the Virginia Retirement System. Ms. Cantor is currently or has been affiliated with numerous civic and professional associations, including the Virginia College Dream Foundation, a nonprofit foundation created to provide scholarships for at-risk children; the Partnership for the Future, a summer work and life skills program for inner city youth; the Council for America’s First Freedom Board; the Board of the CenterStage; UNOS (United Network for Organ Sharing) Foundation President’s Council; the Bon Secours Richmond Health Care Foundation Board; and the National Chamber Foundation of the U.S. Chamber of Commerce where she is the Chairman of its supporting foundation. She has been a media spokesperson on national programs such as Wall Street Week, CNN, and NBC Nightly News and been quoted extensively in the national press, including the Wall Street Journal, Washington Post, New York Times and USA Today.
Deanna founded UGIVE.org in 2007 with partner Cris Collinsworth to engage the next generation in service to their communities and world. Deanna created the strategy, leading development, and works full-time to grow UGIVE from concept to a national movement. Previously, Deanna was a banker at Morgan Stanley in New York and London where she was engaged in Strategic Planning. Deanna began her charitable work in Mission Hill in Boston as a student at Harvard, where she graduated with Honors in Economics. Currently, Deanna serves on charitable boards ranging from athlete foundations to the Jefferson Awards and has chaired numerous Galas, fundraisers, and community initiatives, including those involving her family-owned Cincinnati Reds. Via UGIVE, students across America are volunteering daily for all types of causes, and their service is tracked via their personal online verified service resumes that they can use for college applications and scholarships. UGIVE engages athletes across sports to motivate and inspire students to serve.
Vice President, Alliance for Global Good
Prior to joining the Alliance, Mr. Chasen was the principal of a successful estate planning practice, Chasen & Associates, PA, in Miami FL. He also created The Advisors Project, an initiative encouraging professional advisers to create client relationships that are both satisfying to clients and advantageous for philanthropy, as a means for growing resources devoted to philanthropy. Advisors Project programs were presented throughout the United States. Mr. Chasen served as president and board member of the Planned Giving Council of Miami-Dade County, and on numerous charitable boards and professional advisory committees. He received a master’s degree in estate planning from the University of Miami School of Law, and then served on the school’s adjunct faculty in their graduate estate planning and taxation programs.
Chairman, RSF Social Finance
Mark Finser was a founding member of the group that revitalized RSF in 1984. As President & CEO of RSF, Mark grew the organization’s assets to over $120M by 2007, when he transitioned to his current role as Chair of the Board of RSF. Mark brings communities of philanthropists and socially responsible investors together to further RSF’s mission: to transform the way we work with money.
Mark is a sought-after speaker in the U.S. and abroad on all aspects of the emerging social-finance arena. He is an active member of the social finance community, serving as a founding board member and now Chairman of New Resource Bank. He was also a member of the founding board of B Lab. Mark is an advisor to the Business Alliance for Local Living Economies (BALLE). He also serves as an Advisor to PCGA which now manages TBL Capital, the company he founded.
Director, Charitable Giving and Advocacy, Google Inc.
Jacquelline Fuller leads Google’s charitable giving which includes a +$100 million yearly budget for projects in support of science, technology and math education, development, disaster relief and clean energy. Jacquelline joined Google in 2007 to help launch Google.org and serves as a member of Google’s Policy, Communication and Google.org leadership teams. Jacquelline previously served as Deputy Director of Global Health at the Bill & Melinda Gates Foundation, where she was a member of the senior management team guiding policy and communications. In 2004-2005, Jacquelline and her family moved to Delhi, India where she helped to launch a $300 million HIV prevention initiative known as Avahan. Prior experience also includes serving as speechwriter and aide to U.S. Secretary of Health and Human Services, Dr. Louis Sullivan. Jacquelline ghostwrote the inspirational autobiography, “Never Forget” by Kay Coles James. She received her BA in political science from UCLA and a Masters in Public Policy from the Kennedy School of Government at Harvard. She serves on the Boards of World Vision, International Justice Mission and the Eastern Congo Initiative.
Head of Employment, Brand, and Community, LinkedIn
Meg Garlinghouse leads LinkedIn’s employment brand and community strategy. In this role, she is responsible for designing programs that strengthen the LinkedIn brand and positions them as thought leaders when it comes to attracting and growing top talent. In addition, she is responsible for leveraging the LinkedIn platform to connect its 120mm and growing professionals’ knowledge and experience with nonprofits’ needs, globally.
Garlinghouse has nearly twenty years of experience working in the technology and philanthropy sector. Prior to joining LinkedIn, Garlinghouse spent almost 10 years building and leading Yahoo!’s global community relations function. She also has a background in international development, working for the Asia Foundation as special assistant to the president and in the private sector development department of the World Bank. She served as a Peace Corps volunteer in Niger, West Africa, running projects designed to raise the social and economic status of rural villagers. Garlinghouse received her Bachelor’s degree in public policy studies from Duke University and a Master’s in public policy from the John F. Kennedy School of Government at Harvard University. She currently serves on the Boards of Network for Good and Volunteermatch.
Veteran News Analyst and Author
Jeff Greenfield, a veteran political, media and culture reporter and analyst, has spent more than thirty years on network television. He most recently served as CBS Senior Political Correspondent.
Prior to his return to CBS News, Greenfield had been senior analyst for CNN since 1998. During that time, he served as its lead analyst for its coverage of the primaries, conventions, presidential debates and election nights, as well as presidential funerals and Supreme Court confirmation hearings. Greenfield also has reported on the media, culture and trends for the cable network.
Though the five-time Emmy winner’s reporting has taken him to locales around the world from South Africa, to Japan, to Europe, he is principally known for his coverage of domestic politics and media. He has served as a floor reporter or anchor booth analyst for every national convention since 1988. He has twice been named to TV Guide’s All-Star team as best political commentator and was cited by the Washington Journalism Review as “the best in the business” for his media analysis.
Swanee Hunt is founder and president of Hunt Alternatives Fund which is focused on supporting leaders of social movements, achieving political parity for women in high-level positions (in the US and globally), strengthening youth arts organizations and increasing philanthropy. Hunt chairs the Washington-based Institute for Inclusive Security, which conducts research, training, and advocacy to integrate women into peace processes in more than 40 countries. She is the Eleanor Roosevelt Lecturer in Public Policy at Harvard’s Kennedy School of Government, where she teaches “Inclusive Security.” There, she founded and directed, a research center: the Women and Public Policy Program. Among others, she has taught at Harvard College and Harvard Law School, and she is currently core faculty at the Center for Public Leadership and a senior advisor to the working group on modern-day slavery at the Carr Center for Human Rights. Hunt has had three syndicated columns, authored op-eds for a dozen major newspapers, and been a guest commentator on myriad international and domestic networks. From 1993 to 1997, Hunt served as President Clinton’s ambassador to Austria, where she hosted negotiations and international symposia focused on stabilizing the neighboring Balkan states.
Founder, Alliance for Global Good
Leonard Kaplan’s creation of the Alliance for Global Good is the latest expression of his passionate philanthropy. Since the 1994 sale to a public corporation of the small family chemical specialty company that Mr. Kaplan built into a large national/international corporation, he has devoted himself full time to philanthropy. Together with his wife and philanthropic partner Tobee, and through a family foundation named TOLEO, they have given unselfishly of resources and time to improve their community and the world for more than twenty-five years.
While much of this giving has involved traditional brick and mortar philanthropy and gifts to established and worthy medical, educational, spiritual and social organizations (particularly those providing resources for women), a major point of the Kaplan charitable focus has been the growth of philanthropy itself. Viewing giving as a responsibility of affluence, Mr. Kaplan created the Wealth & Giving Forum, an educational program designed to inspire the largest wealth holders to become more generous donors. The Alliance for Global Good continues that work by not only promoting giving, but also identifying and providing donors with opportunities for effective and efficient philanthropy.
James M. Lindsay
Senior Vice President, Council on Foreign Relations
James M. Lindsay is senior vice president, director of studies, and Maurice R. Greenberg chair at CFR, where he oversees the work of the more than six dozen fellows in CFR’s David Rockefeller Studies Program. He is a leading authority on the American foreign policymaking process and the domestic politics of American foreign policy. From 2006-2009, he was the inaugural director of the Robert S. Strauss Center for International Security and Law at the University of Texas at Austin, where he held the Tom Slick chair for international affairs at the Lyndon B. Johnson School of Public Affairs. From 2003 to 2006, he was vice president, director of studies, and Maurice R. Greenberg chair at CFR. He has also served as deputy director and senior fellow in the foreign policy studies program at the Brookings Institution, and he was a professor of political science at the University of Iowa from 1987 to 1999. During 1996–97, he was director for global issues and multilateral affairs on the staff of the National Security Council. He has written widely on various aspects of American foreign policy, American government, and international relations. His book with Ivo H. Daalder, America Unbound: The Bush Revolution in Foreign Policy, was awarded the 2003 Lionel Gelber Award. His blog, “The Water’s Edge,” can be found at http://blogs.cfr.org/lindsay.
Rodney W. Nichols
Science and Technical Policy Consultant, Alliance for Global Good
Rod Nichols was President and CEO of the New York Academy of Sciences from 1992 to 2001, Scholar-in-Residence at the Carnegie Corporation of New York from 1990-92, and Vice President and Executive Vice President of The Rockefeller University from 1970-90. Earlier he served as an R&D manager in the aerospace industry and in the Office of the Secretary of Defense. A Harvard graduate and physicist, he is co-author of four books and many papers, given Congressional testimony, served on American delegations to the UN, and spoken to corporate, academic, and governmental groups around the world on: research strategy; international collaboration; and economic development. Mr. Nichols led projects conducted in China, Japan, India, Europe, Africa, the Middle East, and Latin America, serves on several Boards, and has advised US government agencies as well as firms and private foundations.
President, Sweet Beginnings, LLC
Brenda Palms-Barber is Executive Director of the North Lawndale Employment Network (NLEN) and CEO of Sweet Beginnings, LLC. NLEN’s mission is to improve the earnings potential of residents in North Lawndale, on the west side of Chicago. Brenda developed an innovative social enterprise and job creation program called Sweet Beginnings, LLC, which produces local honey and manufactures honey-infused skincare products under the beeline brand. Since becoming NLEN’s founding Executive Director in 1999, Brenda has grown the organization from two to 14 employees and has generated an annual budget of more than $1.5 million. Annually, NLEN serves over 1,500 men and women, placing 75% of the Sweet Beginnings clients in unsubsidized employment and referring them to entrepreneurial tracks or helping them to secure additional skills and education. Under Brenda’s leadership, NLEN received one of the first John D. and Catherine T. MacArthur Foundation Awards for Creative and Effective Institutions in 2006, and The Aspen Institute named Brenda an Ideas Fellow in 2007.
Prior to joining NLEN, she served as the Associate Director of the Annie E. Casey Foundation’s and Piton Foundation’s Denver Workforce Initiative (DWI). This initiative was formed in 1996 to create a labor force in metro Denver that met employer needs, supported economic growth and broadened work opportunities for residents of the city’s low income neighborhoods.
Fern C. Portnoy, Ph.D.
Philanthropic Advisor, Alliance for Global Good
Dr. Portnoy is an advisor and consultant to private foundations, individual philanthropists and public charities. Her clients have included City Year New York, Pew Charitable Trusts and Blue Cross and Blue Shield of Colorado, New Mexico and Utah, where she also served as a member of the board of directors of the company. For four years, she served as the senior advisor to Women Moving Millions, an organization led by high net worth donors in conjunction with the Women’s Funding Network, helping to chart its course. This initiative has raised over $190 million in support of women and girls worldwide. Dr. Portnoy has served on the boards of directors of the Council on Foundations and the Independent Sector, was founding CEO and board member of Piton Foundation, and currently serves on the boards of The Hunt Alternatives Fund, and the Annette Urso Rickel Foundation.
Susan Raymond, Ph.D.
Philanthropic Advisor for International Development; Executive Vice President, Changing Our World, Inc.
Dr. Raymond is the Executive Vice President of Changing Our World, Inc. She has extensive experience in research, analysis and planning. Most recently she created the first technology and public policy program and then became Director of Strategic Planning and Special Projects with the New York Academy of Sciences. Prior to this, Dr. Raymond was a project officer at the World Bank and a senior consultant to the U.S . Agency for International Development, and to various private organizations specializing in healthcare and international economic research. She has led the formation of private foundations in Poland, Croatia, and Hungary and written business plans for foundations in India and Thailand.
From 2005 through 2007, Dr. Raymond was the Foreign Policy and Research Advisor to the bipartisan Congressional Commission studying the effectiveness of public and private foreign assistance, the Helping to Enhance the Livelihood of People Commission. Dr. Raymond is a member of the Advisory Board of the Center for Global Prosperity in Washington, D.C. and a Faculty Lecturer at the Institute of Human Nutrition at Columbia University. Dr Raymond serves as Chief Analyst for onPhilanthropy com., Changing Our World’s media division, and a global resource for nonprofit professionals. She has written extensively, and regularly speaks at international conferences on the future role of philanthropy in economic growth and civil society.
President, Heritage Museum & Garden
Ellen Spear was recently appointed the Executive Director of the Heritage Museums & Gardens in Sandwich, MA on Cape Cod, where she is leading a process to create change and sustainability. Ellen has over 25 years of experience managing not-for-profit organizations. She served as President and CEO of Hancock Shaker Village in the Berkshires of Western Massachusetts, and led a re-invention of the organization that was recognized by the Kresge Foundation with a Sector Leader grant to support their transition to a new business model. Previously, she has served as Executive Director of the USS Constitution Museum in Boston, as the VP for Development, Marketing and Public Relations at the American Textile History Museum and as Program Director of WGBH Radio, Boston.
Ms. Spear’s volunteer activities include co-founding the Berkshire Creative Economy Council, and serving on the Steering Committee of One Berkshire, an effort to create one coordinated organization to direct economic development and planning in Berkshire County. Ellen also teaches “Entrepreneurial Strategies for Reinventing History Organizations” at the annual Seminar for Historical Administration, which trains the next generation of leaders in the history museum field.
Dr. Diana Wells
President, Ashoka: Innovators for the Public
In her role as president of Ashoka: Innovators for the Public, Diana Wells provides leadership for the worldwide process of sourcing and selecting leading social entrepreneurs as Ashoka Fellows. In addition she was given strategic and operational responsibility for Ashoka’s geographic expansion and the significant increase of Fellow elections; to its current total of 3000. She has contributed to the field of social entrepreneurship by implementing a widely respected tool for “Measuring Effectiveness”, which is one of the first standard tools to measure the impact of social entrepreneurship.
Diana joined the organization in the 1980s after graduating from Brown University with a degree in South Asian Studies. As an undergraduate, her year-long study abroad in Varanasi, India led her to see the need for local solutions to solve global problems. This insight brought her to Ashoka and inspired her to create one of Ashoka’s core programs, Fellowship Support Services (now Fellowship). Diana has received her Ph.D. in anthropology where she was named both a Fulbright and Woodrow Wilson Scholar. She is on the Advisory Board for Center for the Advancement of Social Entrepreneurship (CASE) at Duke’s Fuqua School of Business and on the Board of GuideStar International.
Former CEO, Goldman Sachs
John C. Whitehead was born in Evanston, Illinois. He graduated from Haverford College in 1943 and served in the U.S. Navy, during World War II. Mr. Whitehead received his M.B.A. degree from Harvard in 1947 and began at Goldman, Sachs & Co. He became Partner in 1956, and Senior Partner in 1976. In 1985, Mr. Whitehead was asked by President Reagan to become Deputy Secretary of State. He was sworn into office in July 1985, and served until January 1989. He is the former Chairman of such diverse organizations as The Federal Reserve Bank of New York, The Harvard Board of Overseers, the International Rescue Committee, the United Nations Association, Haverford College, The Asia Society, and the Hungarian-American Enterprise Fund. He is Chairman of the Boy Scouts of America/GNY. In late 2001, he was appointed as Chairman of the Lower Manhattan Development Corp, the organization responsible for the rebuilding and revitalization of Lower Manhattan. He served in that position until May 2006. He is also the Founding Chairman of the National September 11th Memorial and Museum at the World Trade Center.
Founder, Global Giving
Dennis Whittle is the co-founder of GlobalGiving.org, where he was CEO from 2000•2010. He is currently a Visiting Lecturer at Princeton University’s Woodrow Wilson School and Entrepreneur-in-Residence at UNC-Chapel Hill. He is also founder and President of The Whittle Group, which helps people, organizations, and companies invent the future. Previously, he was Lead Economist at the World Bank, where he worked from 1986-2000 and led the team that created the Development Marketplace. Before joining the World Bank in 1986, Dennis worked in the Philippines with the Asian Development Bank and with USAID.
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