PRINCIPALS
Amy Domini, Founder and CEO
Carole M. Laible, President and Chief Operating Officer
Steven D. Lydenberg, Chief Investment Officer
DIRECTORS AND COUNSEL
Adam M. Kanzer,
Managing Director and General Counsel
Maurice Tallini, Managing Director and Chief Compliance Officer
Christina M. Povall, Director of Finance
INVESTMENT RESEARCH and ADVOCACY TEAM
Shin Furuya, Lead Research Analyst, Global
Tessie Petion, Lead Research Analyst, Global
Karen Shapiro, Client Relationship Manager and Shareholder Advocacy
Associate
Principals
Amy Domini
Founder and CEO
<Amy
Domini is Founder and CEO of Domini Social Investments. She is widely
recognized as the leading voice for socially responsible investing. In 2005, Time magazine named her to the Time 100
list of the world’s most influential people, and in 2009 Time listed her as one of 25 “Responsibility Pioneers” who are
changing the world.In
2006, she was awarded an honorary Doctor of Business Administration degree from
Northeastern University College of Law. Yale
University’s Berkeley Divinity School presented Ms. Domini with an honorary
doctorate in 2007. In 2008, Ms. Domini was named to Directorship magazine’s Directorship 100, the magazine’s listing of
the most influential people on corporate governance and in the boardroom.
Ms. Domini is the
author of Socially Responsible
Investing: Making a Difference and Making Money (Dearborn Trade, 2001) and The
Challenges of Wealth (Dow Jones
Irwin, 1988), and a coauthor of Investing
for Good (Harper
Collins, 1993),The Social
Investment Almanac (Henry
Holt, 1992), and Ethical
Investing (Addison-Wesley,
1984). She is a frequent guest commentator on CNBC’s Talking
Stocks and various other radio and
television shows. Her most recent book has been translated into Japanese,
Korean, and Chinese, a tribute to her pioneering work to bring finance into the
business of building a better world for our children.
Ms. Domini is a past board member of the Church Pension Fund of the
Episcopal Church in America; the National Association of Community Development
Loan Funds, an organization whose members work to create funds for grassroots
economic development loans; and the Interfaith Center on Corporate
Responsibility, the major sponsor of shareholder actions. She is a member of
the Boston Security Analysts Society.
Ms. Domini holds a B.A. in international and comparative studies from
Boston University, and holds the Chartered Financial Analyst designation.
Carole M. Laible
President and Chief Operating Officer
Carole
M. Laible is President and Chief Operating Officer of Domini Social Investments
LLC. She joined the company at its inception in November 1997, after more than
ten years of experience in the mutual fund industry. After serving for several years
as Domini’s Director of Finance and Compliance, Ms. Laible became Chief
Operating Officer and then President.
In
her current role, she serves on the Domini Standards Committee, which defines,
clarifies, and implements Domini’s Global Investment Standards, and she regularly
attends investment committee meetings. She plans, organizes, and is responsible
for the implementation of all the day-to-day activities of Domini, and
collaborates with Amy Domini, Chief Executive Officer, in the development of overall
business strategy and business plan implementation. Ms. Laible played a key
role in the launch of the Domini European Social Equity Trust, Domini PacAsia
Social Equity Trust, and Domini European PacAsia Social Equity Trust.
Ms.
Laible holds a B.S. in accountancy from St. John’s University and is a
Certified Public Accountant.
Steven D. Lydenberg
Chief Investment Officer
Steven D. Lydenberg
is Chief Investment Officer of Domini Social Investments and Vice President of
the Domini Funds. He has been active in social research since 1975. Mr.
Lydenberg was a founder of KLD Research & Analytics, Inc. and served as its
research director from 1990 to 2001. From 1987 to 1989, he was an associate
with Franklin Research and Development Corporation (now known as Trillium Asset
Management). For 12 years he worked with the Council on Economic Priorities,
ultimately as director of corporate accountability research.
Mr. Lydenberg has written
numerous publications on issues of corporate social responsibility and
responsible investing. He is the author of Corporations and the Public Interest (Berrett-Koehler, 2005), coauthor of Investing for Good(Harper Collins, 1993), coeditor ofThe Social Investment Almanac(Henry Holt,
1992), and coauthor of Rating America’s Corporate Conscience (Addison-Wesley, 1986) and has published a variety of papers on the
philosophy and practice of sustainable investing. Mr. Lydenberg is a fellow
with the Initiative for Responsible Investment, an organization he helped to
found, and is a member of the Boston Security Analysts Society.
Mr. Lydenberg holds
a B.A. in English from Columbia College and an M.F.A. in theater arts from
Cornell University, and holds the Chartered Financial Analyst designation.
Directors and Counsel
Adam M. Kanzer
Managing Director and General Counsel
Adam Kanzer is Managing Director and General Counsel of Domini Social
Investments and Chief Legal Officer of the Domini Funds. His responsibilities
include directing Domini’s shareholder advocacy department, where for more than
ten years he has led numerous dialogues with corporations on a wide range of
social and environmental issues.
In June 2009, Mr. Kanzer was named to the Securities and
Exchange Commission’s Investor Advisory Committee. In 2008, he was named to Directorship
magazine’s Directorship 100, the magazine’s listing of the most influential
people on corporate governance and in the boardroom. He served for two years as
co-chair of the Contract Supplier Working Group at the Interfaith Center on Corporate
Responsibility, focusing on improving working conditions in corporate global
supply chains. He currently serves on the public policy committee of the Social
Investment Forum. He is the author of “Putting Human Rights
on the Agenda: The Use of Shareholder Proposals to Address Corporate Human
Rights Performance” (see PDF), a chapter in Finance for a Better World: The Shift to Sustainability
(Palgrave Macmillan, April 2009).
Prior to joining Domini in 1998, Mr. Kanzer was a litigator
for four and a half years with the firm of Cahill Gordon & Reindel in New
York City. In October 1997, Mr. Kanzer volunteered as an international observer
of the South African Truth and Reconciliation Commission.
Mr. Kanzer holds a B.A. in political science from the
University of Pennsylvania and a J.D. from Columbia Law School.
Maurice Tallini
Managing Director and Chief Compliance
Officer
Maurice Tallini is
Managing Director and Chief Compliance Officer of Domini Social Investments and
the Domini Funds. Mr. Tallini is responsible for developing and administering
Domini’s and the Domini Funds’ compliance policies and procedures. Before
joining Domini, he was venture capital controller at Rho Capital Partners,
where he was responsible for the overall accounting and administration of
various venture capital and private equity limited partnerships. Prior to that,
he was a manager in the investment management group of PricewaterhouseCoopers,
where he managed the completion of audits of major mutual fund complexes,
private equity funds, and SEC-regulated investment advisors.
Mr. Tallini holds a
B.B.A. in accounting from Hofstra University and is a Certified Public
Accountant.
Christina M. Povall
Director of Finance
Christina Povall is Director of Finance of Domini Social
Investments. Prior to joining Domini, Ms. Povall worked for
PricewaterhouseCoopers LLP as audit senior manager in the Investment Management
practice, where she managed the completion of audits of major mutual fund
complexes, private equity funds, hedge funds, and SEC-regulated investment
advisors.
Ms. Povall holds a B.B.A. in accountancy from Pace
University and is a Certified Public Accountant.
Megan L. Dunphy
Deputy General Counsel
Megan Dunphy serves
as Deputy General Counsel for Domini Social Investments. Ms. Dunphy began her
legal career as a staff attorney for the U.S. Securities and Exchange
Commission, Division of Investment Management. Following this, she
practiced as an associate with Shearman & Sterling, where she represented
asset management and investment company clients. Subsequently, Ms. Dunphy
served as counsel for ING (formerly Aetna Financial Services), providing legal
support to its mutual fund and variable annuity businesses.
Ms. Dunphy holds a
B.A. in economics from the University of Rochester and a J.D. from The Catholic
University of America.
Investment
Research and Advocacy Team
Shin Furuya
Lead Research Analyst, Global
Shin Furuya is a lead research analyst responsible for the
application of the Domini Funds’ social and environmental standards. Mr. Furuya
was previously a research analyst from 2004 to 2006 for the Investor
Responsibility Research Center (now a division of Institutional Shareholder
Services), where he was a lead researcher for custom Japanese SRI projects.
From 1999 to 2002, he was the national coordinator for the Economic Relations
and Human Rights Program and the Refugee Program at Amnesty International
Japan. He also participated in various consultation processes for the United
Nations and the World Bank Group. Mr. Furuya is a member of the Social
Investment Research Analyst Network (SIRAN), and of the New York Society of
Security Analysts (NYSSA).
Mr. Furuya holds a B.A. in political science and
international studies from the University of Oregon, an M.A. in international
relations, and a certificate of advanced studies in
environmental dispute resolution from the Maxwell School of Citizenship
& Public Affairs, Syracuse University.
Tessie Petion
Lead Research Analyst, Global
Tessie Petion is a lead research
analyst responsible for the application of the Domini Funds’ social and
environmental standards. Ms. Petion worked as an analyst and associate in
Deutsche Bank’s Global Institutional Services department from 2000 to 2002, and
in international sales for the New York Stock Exchange from 2003 to 2004. In
2006, she worked in the Dominican Republic as a consultant for the Consejo
Nacional de Competitividad and in India as a consultant for the microfinance
institution Basix.
Ms. Petion holds a B.S.
in business administration and management information systems from the
University at Albany, SUNY; an M.A. in psychology from Tufts University; and an
M.A. in international business and development from the Fletcher School of
Tufts University.
Karen Shapiro
Client Relationship Manager and Shareholder Advocacy Associate
Karen Shapiro is Client Relationship Manager and Shareholder
Advocacy Associate of Domini Social Investments. She has led numerous dialogues
with companies on a range of environmental issues including global warming,
sustainable forestry, toxics, and sustainability reporting. Prior to joining
Domini in 2005, Ms. Shapiro was deputy director of the Business & Sustainability
Group at Tellus Institute, a nonprofit research and consulting organization.
She previously worked as a research assistant at the Center for the Biology of
Natural Systems at Queens College, under the direction of Barry Commoner.
Ms. Shapiro holds a B.S. in environmental science from Cook
College, Rutgers University, and an M.S. in environmental health management
from the Harvard School of Public Health.
