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Agenda
All sessions between 1 – 5 p.m. Eastern Time
Featured Speakers
Jenifer Cannon, CAP®, CSRIC®
Jenifer manages strategic relationships in the US intermediary channel. She also specialises in thematic and philanthropic investing, gender lens investing, and practice management, with a particular focus on helping firms and their advisors integrate sustainable investing into their practices and client portfolios.
Before joining Impax in 2018, Jenifer was part of the senior management team at Vigilant Capital Management. She has also worked for Fidelity Investments, Putnam Investments, and Charles Schwab & Co., Inc. in retail and institutional roles. She was also in leadership positions at The Boston Foundation and the New Hampshire Charitable Foundation providing individuals and families with philanthropic advice.
Jenifer holds the FINRA Series 6, 63, and 65 registrations. She is a chartered adviser in philanthropy, a 21/64 certified adviser, and a chartered SRI counsellor. Jenifer has a bachelor’s degree in English from the University of New Hampshire and continues to participate in professional education programmes. She also sits on the Board of Trustees for the Foundation for Seacoast Health and Friend Forever International. She is also a registered representative of Foreside Financial Services, LLC.
Kelly Baldoni
Kelly leads Impax Asset Management’s Endowments and Foundations practice within the North America Client Group. She collaborates with endowments, foundations, and nonprofit organizations to develop mission-aligned investment strategies and to navigate the landscape of investment solutions that support their mission and enhance their impact goals. With extensive expertise in gender lens investing, Kelly previously served as the Head of Global Women’s Strategies at Impax, where she spearheaded efforts in this area. She worked as a specialist on the Impax Ellevate Global Women’s Leadership Fund and created value-added programs designed to help institutions and financial advisors engage more effectively with clients—particularly women and the next generation—on sustainable investing concepts.
Prior to joining Impax in 2014, Kelly worked in sales at a boutique ETF investment manager and she began her career in investor services at Eaton Vance.
In 2023, Kelly was named to Pensions & Investments’ inaugural list of Influential Women in Institutional Investing. She holds the FINRA Series 6, 63, and 65 registrations and is a registered representative of Foreside Financial Services, LLC. Kelly earned a bachelor’s degree in human rights from Trinity College-Hartford and is a graduate of Wharton’s Women’s Executive Leadership program.
Authored Insights
Q&A with Impax Gender Analytics Team
In this Q&A, Kelly Baldoni interviewed two of our gender lens investing experts, Heather Smith and David Loehwing to discuss the process of creating the Impax Gender Score and to share their insights on the growing opportunity for gender lens investors.
Scott LaBreche
Scott is a co-Portfolio Manager of the Impax Global Women’s Leadership, US Sustainable Economy, and International Sustainable Economy strategies. Additionally, as a member of the Quantitative Research Group, he is responsible for portfolio analytics, risk oversight and quantitative research.
Before joining Impax in 2007, Scott was a Securities Fund Analyst at Lincoln Financial Group. He has been in the investment management industry since 1999.
Scott holds a Bachelor of Science in business administration, and a Master of Business Administration with advanced certificate in finance from Southern New Hampshire University.
David Loehwing
David is responsible for integration of sustainability in Impax’s investments, including Corporate and Issuer Resilience Analysis. In partnership with Impax’s Quantitative Research Group (QRG), David co-leads the development of scoring methodologies and portfolio integration frameworks used in Impax’s systematic portfolios, including Impax’s Systematic Corporate Resilience (ISCR) Rating and Gender Leadership Rating. He is also a member of the Sustainability Lens Committee.
David is a member of Impax’s Environment Group and Equity, Diversity, and Inclusion Group.
David has worked in sustainable investing since 1998. Before joining Impax in 2007, he worked in the field at Citizens Advisers and the Investor Responsibility Research Center. David has been active within industry working groups and advisory committees related to sustainable investing.
David graduated from Bowdoin College, Maine, with a BA in sociology
Authored Insights
Built-in Bias: What Investors Should Know
How companies and investors can spot bias in technology and take steps to eradicate it.